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Nonprofiteer
← PUGET SOUND SAGE

Form 990 for tax year 2024

Filed by PUGET SOUND SAGE.

Totals

Total revenue
$1,326,559
Total expenses
$1,333,716
Contributions and grants received
$1,296,040
Grants paid
$151,511
Program service revenue
$0
Investment income
$30,519
Other revenue
$0
Total assets, end of year
$2,154,774
Total liabilities, end of year
$433,810
Net assets or fund balances, end of year
$1,720,964
Program services expenses (Part IX)
$958,465
Management and general expenses
$242,071
Fundraising expenses
$133,180
Program service expenses (Part III)
$958,465

Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $168,774

  • 1f · All other contributions, gifts and grants

    $1,127,266

  • 3 · Investment income

    total $30,590 · excluded $30,590

  • 7a · Gross sales of assets other than inventory

    other assets $450

  • 7b · Less cost or other basis and sales expenses

    other assets $521

  • 7c · Gain or loss

    other assets -$71

  • 7d · Net gain or loss

    total -$71 · excluded -$71

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $151,511 · program services $151,511

  • 5 · Compensation of officers, directors and key employees

    total $131,870 · program services $88,240 · management and general $26,924 · fundraising $16,706

  • 7 · Other salaries and wages

    total $452,264 · program services $290,625 · management and general $99,272 · fundraising $62,367

  • 8 · Pension plan contributions

    total $81,091 · program services $67,638 · management and general $8,725 · fundraising $4,728

  • 9 · Other employee benefits

    total $158,322 · program services $132,057 · management and general $17,035 · fundraising $9,230

  • 10 · Payroll taxes

    total $120,344 · program services $94,860 · management and general $18,795 · fundraising $6,689

  • 11b · Fees: legal

    total $1,428 · management and general $1,428

  • 11c · Fees: accounting

    total $34,195 · management and general $34,195

  • 11e · Fees: professional fundraising services

    total $9,552 · fundraising $9,552

  • 11g · Fees: other

    total $55,006 · program services $53,235 · management and general $793 · fundraising $978

  • 13 · Office expenses

    total $8,153 · program services $4,436 · management and general $3,568 · fundraising $149

  • 14 · Information technology

    total $41,547 · program services $19,388 · management and general $6,521 · fundraising $15,638

  • 16 · Occupancy

    total $28,096 · program services $18,288 · management and general $6,425 · fundraising $3,383

  • 17 · Travel

    total $16,817 · program services $15,918 · management and general $595 · fundraising $304

  • 19 · Conferences, conventions and meetings

    total $4,469 · program services $2,407 · management and general $363 · fundraising $1,699

  • 22 · Depreciation, depletion and amortization

    total $5,253 · management and general $5,253

  • 23 · Insurance

    total $3,598 · management and general $3,598

  • 24a · Other expenses: PARTICIPANT STIPENDS

    total $11,540 · program services $11,540

  • 24b · Other expenses: BANK SERVICE CHARGES

    total $8,498 · program services $1,040 · management and general $6,359 · fundraising $1,099

  • 24c · Other expenses: REPAIR AND MAINTENANCE

    total $3,484 · program services $1,940 · management and general $1,194 · fundraising $350

  • 24d · Other expenses: VOLUNTEER & EMPLOYEE EXP

    total $2,849 · program services $2,726 · management and general $123

  • 24e · All other expenses

    total $3,829 · program services $2,616 · management and general $905 · fundraising $308

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $981,820 · end of year $1,103,142

  • 3 · Pledges and grants receivable

    beginning of year $364,385 · end of year $292,909

  • 4 · Accounts receivable

    beginning of year $112,020 · end of year $105,507

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,590 · end of year $25,618

  • 10a · Land, buildings and equipment: cost or other basis

    $32,201

  • 10b · Land, buildings and equipment: accumulated depreciation

    $27,523

  • 10c · Land, buildings and equipment, net

    beginning of year $9,074 · end of year $4,678

  • 11 · Investments: publicly traded securities

    beginning of year $417,687 · end of year $375,940

  • 15 · Other assets

    beginning of year $49,974 · end of year $246,980

  • 17 · Accounts payable and accrued expenses

    beginning of year $212,031 · end of year $242,659

  • 25 · Other liabilities

    beginning of year $16,128 · end of year $191,151

  • 27 · Net assets without donor restrictions

    beginning of year $977,492 · end of year $1,079,820

  • 28 · Net assets with donor restrictions

    beginning of year $746,899 · end of year $641,144

Mission and programs · 2024

Mission

PUGET SOUND SAGE COMBINES RESEARCH, INNOVATIVE PUBLIC POLICY AND ORGANIZING TO ENSURE ALL PEOPLE HAVE AN AFFORDABLE PLACE TO LIVE, A GOOD JOB, A CLEAN ENVIRONMENT, AND ACCESS TO PUBLIC TRANSPORTATION.

Activities or mission (Part I)

PUGET SOUND SAGE CHARTS A PATH TO A LIVING ECONOMY IN THE SOUTH SALISH SEA AND DUWAMISH RIVER VALLEY REGIONS BY DEVELOPING COMMUNITY POWER TO INFLUENCE, LEAD AND GOVERN.

  • EQUITABLE DEVELOPMENT OUR EQUITABLE DEVELOPMENT WORK FOCUSED ON 2 CAMPAIGNS IN 2024. OUR FIRST CAMPAIGN, KING COUNTY EQUITABLE DEVELOPMENT INITIATIVE (EDI), LED OUR CREST COALITION MEMBERS IN ADVOCATING TO BUILD REGIONAL INFRASTRUCTURE FOR COMMUNITY-DRIVEN PROJECTS OUTSIDE OF SEATTLE CITY LIMITS. OUR TEAM WORKED HARD TO ADVOCATE FOR 13,000,000 OF DEDICATED FUNDING AT THE COUNTY LEVEL TO FUND FUTURE EDI PROGRAMS. OUR SECOND CAMPAIGN WAS WORKING IN PARTNERSHIP WITH PARTNER ORGANIZATIONS TO ORGANIZE THE CHINATOWN/INTERNATIONAL DISTRICT COMMUNITY IN WORKING WITH SOUND TRANSIT TO DEVELOP TRANSIT STATION ALTERNATIVES AND FIGHT FOR CULTURALLY RELEVANT DEVELOPMENT OPTIONS AND NEIGHBORHOOD INVESTMENTS. IN 2024 WE FACILITATED 3 COMMUNITY ASSEMBLIES AND 4 RESIDENTIAL MEETINGS, TALKING WITH HUNDREDS OF CID ELDERS, WORKERS AND RESIDENTS. WE GATHERED COMMUNITY FEEDBACK THROUGH 150 COMPLETED SURVEYS AND HELD NEIGHBORHOOD WALKING TOURS TO EDUCATE STAKEHOLDERS.

    Expenses $248,484

  • CLIMATE AS PART OF OUR CLIMATE WORK, WE SIT ON SEATTLE'S GREEN NEW DEAL (GND) BOARD TO PARTICIPATE IN CRAFTING AND FUNDING A REGIONAL CARBON-REDUCTION STRATEGY. IN 2024, OUR GND BOARD REPRESENTATIVE MAINTAINED THEIR LEADERSHIP POSITION AS CO-CHAIR OF THE BOARD. UNDER HER LEADERSHIP, THE GND BOARD DEVELOPED POLICY FOR CLIMATE RESILIENCE HUBS WHICH WILL HELP THE CITY OF SEATTLE PREPARE, ADAPT AND RECOVER FROM CLIMATE/ENVIRONMENTAL CRISES. OUTSIDE OF THE BOARD, WE CONVENED THE ENVIRONMENTAL JUSTICE KITCHEN COALITION, WHERE 14 COMMUNITY ORGANIZATIONS MET TO IDENTIFY ENVIRONMENTAL JUSTICE PRIORITIES AND STRATEGIES TO PRESENT TO THE GND BOARD. DURING THESE MEETINGS WE DISCUSSED FRAMEWORKS FOR COMMUNITY-LED CLIMATE RESILIENCE PROJECTS TO BE FUNDED BY THE CITY OF SEATTLE.

    Expenses $274,225

  • LEADERSHIP INSTITUTE THE COMMUNITY LEADERSHIP INSTITUTE (CLI) IS A 6-MONTH FELLOWSHIP THAT TRAINS EMERGING LEADERS IN ISSUES SUCH AS HOUSING, LAND USE, TRANSIT, CLIMATE AND ECONOMIC DEVELOPMENT. GRADUATES LEARN THE NUTS AND BOLTS OF LOCAL GOVERNMENT PROCESSES SUCH AS MUNICIPAL BUDGETING, PARLIAMENTARY PROCEDURES, AND LAWMAKING, AS WELL AS ADVOCACY, STORYTELLING AND COMMUNICATION SKILLS. IN 2024, WE AWARDED SAGE LEADERS, OUR SISTER ORGANIZATION WHO RUNS CLI, WITH 150,000 TO SUPPORT 27 FELLOWS FROM CLARK, KING, SNOHOMISH AND PIERCE COUNTIES IN WASHINGTON STATE. 70% OF THOSE GRADUATES HAVE APPLIED TO SERVE ON BOARDS AND COMMISSIONS. OUR FALL COHORTS BROUGHT ANOTHER 30 PARTICIPANTS INTO OUR PROGRAMS, AND WE ENGAGED OUR 130 PROGRAM ALUMNI THROUGH VARIOUS SOCIAL EVENTS THROUGHOUT THE YEAR.

    Expenses $94,333 · Grants $65,000

  • ALL OTHER PROGRAMS

    Expenses $341,423 · Grants $86,511

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Christina Shimizu

    EXECUTIVE DI

    Total calculated
    $131,870
    From this org
    $113,519
    From related orgs
    $0
    Other
    $18,351
    Hours/week
    40

  • Jill Mangaliman

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Zenia Javalera

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Stefan Moritz

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    2

  • Sarah Cherin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Kasi Perreira

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
20 October 2025
IRS schema version
2024v5.0
Source object
202532969349300628

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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