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Nonprofiteer
← SAGA INNOVATIONS

Form 990 for tax year 2023

Filed by SAGA INNOVATIONS.

Totals

Total revenue
$17,921,939
Total expenses
$29,439,600
Contributions and grants received
$8,361,519
Grants paid
$0
Program service revenue
$8,759,378
Investment income
$801,042
Other revenue
$0
Total assets, end of year
$20,968,981
Total liabilities, end of year
$1,665,731
Net assets or fund balances, end of year
$19,303,250
Program services expenses (Part IX)
$24,782,753
Management and general expenses
$3,958,832
Fundraising expenses
$698,015
Program service expenses (Part III)
$24,782,753

Program services were 84.2% 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)

    $6,522,401

  • 1f · All other contributions, gifts and grants

    $1,839,118

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $8,759,378 · related or exempt $8,759,378

  • 3 · Investment income

    total $801,042 · excluded $801,042

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,142,437 · program services $178,270 · management and general $829,351 · fundraising $134,816

  • 7 · Other salaries and wages

    total $19,360,560 · program services $17,081,742 · management and general $1,931,497 · fundraising $347,321

  • 8 · Pension plan contributions

    total $205,679 · program services $178,105 · management and general $23,301 · fundraising $4,273

  • 9 · Other employee benefits

    total $1,587,886 · program services $1,438,848 · management and general $122,509 · fundraising $26,529

  • 10 · Payroll taxes

    total $1,508,493 · program services $1,275,349 · management and general $198,172 · fundraising $34,972

  • 11b · Fees: legal

    total $73,016 · management and general $73,016

  • 11c · Fees: accounting

    total $35,050 · management and general $35,050

  • 11g · Fees: other

    total $1,577,780 · program services $1,348,677 · management and general $178,528 · fundraising $50,575

  • 12 · Advertising and promotion

    total $771,588 · program services $617,270 · management and general $131,170 · fundraising $23,148

  • 13 · Office expenses

    total $213,477 · program services $170,782 · management and general $36,291 · fundraising $6,404

  • 16 · Occupancy

    total $267,636 · program services $214,109 · management and general $45,498 · fundraising $8,029

  • 17 · Travel

    total $662,507 · program services $530,006 · management and general $112,626 · fundraising $19,875

  • 23 · Insurance

    total $138,924 · program services $111,139 · management and general $23,617 · fundraising $4,168

  • 24a · Other expenses: SOFTWARE, SUBSCRIPTIONS

    total $915,609 · program services $732,487 · management and general $155,654 · fundraising $27,468

  • 24b · Other expenses: PROGRAM SUPPLIES

    total $627,639 · program services $627,639

  • 24c · Other expenses: PROFESSIONAL DEVELOPMEN

    total $293,805 · program services $235,044 · management and general $49,947 · fundraising $8,814

  • 24d · Other expenses: PAYROLL FEES AND BACKGR

    total $54,107 · program services $43,286 · management and general $9,198 · fundraising $1,623

  • 24e · All other expenses

    total $3,407 · management and general $3,407

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,988,368 · end of year $1,083,712

  • 2 · Savings and temporary cash investments

    beginning of year $15,692,325 · end of year $7,089,137

  • 3 · Pledges and grants receivable

    beginning of year $8,308,939 · end of year $3,146,791

  • 4 · Accounts receivable

    beginning of year $1,428,430 · end of year $1,497,648

  • 9 · Prepaid expenses and deferred charges

    beginning of year $185,712 · end of year $294,772

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

    $170,672

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

    $44,677

  • 10c · Land, buildings and equipment, net

    beginning of year $81,571 · end of year $125,995

  • 11 · Investments: publicly traded securities

    beginning of year $5,000,000 · end of year $7,727,283

  • 15 · Other assets

    beginning of year $0 · end of year $3,643

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,633,139 · end of year $1,662,088

  • 25 · Other liabilities

    beginning of year $0 · end of year $3,643

  • 27 · Net assets without donor restrictions

    beginning of year $21,716,356 · end of year $16,613,250

  • 28 · Net assets with donor restrictions

    beginning of year $9,335,850 · end of year $2,690,000

Mission and programs · 2023

Mission

WE LEVERAGE THE PROVEN POWER OF HIGH-IMPACT TUTORING (HIT) TO TRANSFORM PUBLIC EDUCATION AND IMPROVE OUTCOMES FOR UNDERSERVED STUDENTS.

Activities or mission (Part I)

SAGA INNOVATIONS IS A NONPROFIT ORGANIZATION BASED IN BOSTON, MA DEDICATED TO TRANSFORMING AMERICAN PUBLIC EDUCATION. SAGA DRIVES THE EXPANSION OF NATIONALLY RECOGNIZED INNOVATION OF HIGH-DOSAGE, INTENSIVE DAILY TUTORING WHERE TUTORING IS A PART OF THE REGULAR SCHOOL DAY FOR STUDENTS AS A SCHEDULED CLASS PERIOD. WE PARTNER WITH DISTRICT PUBLIC SCHOOLS TO PROVIDE STUDENTS THE OPPORTUNITY TO WORK WITH A QUALIFIED, ENGAGING TUTOR WHO TAILORS INSTRUCTION TO THE NEEDS OF TWO STUDENTS AT A TIME.

  • IN FY24, SAGA HAD A PRESENCE WITH PROGRAMS IN NEW YORK, CHICAGO, CHARLESTON, WASHINGTON, DC AND MARYLAND WHILE EXPANDING ITS SERVICE SCOPE.

    Expenses $24,782,753 · Revenue $8,759,378

As filed on the 2023 return.

Listed in Part VII

  • Alan Safran

    CEO & CHAIR

    Total calculated
    $244,027
    From this org
    $238,259
    From related orgs
    $0
    Other
    $5,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,259
    Bonus
    $1,000
    Other
    $0
    Deferred
    $4,785
    Nontaxable benefits
    $983
    Filer's total
    $244,027

  • Antonio Gutierrez

    CHIEF POLICY & PUBLIC AFFAIRS OFFICER & VICE CHAIR

    Total calculated
    $208,592
    From this org
    $204,220
    From related orgs
    $0
    Other
    $4,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,220
    Bonus
    $1,000
    Other
    $0
    Deferred
    $3,387
    Nontaxable benefits
    $985
    Filer's total
    $208,592

  • Jared Taillefer

    CLERK

    Total calculated
    $0
    Hours/week
    0.5

  • Alex Cortez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Michael Levine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Wendy Lee Haines

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Julia Quinn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kassie Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Karine Apollon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Melanie Dukes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Phyllis Lockett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jennie Magiera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Karl Reid

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Anthony Luckett

    DIRECTOR (UNTIL 7/24)

    Total calculated
    $0
    Hours/week
    0.5

  • Christopher Dupuis

    COO

    Total calculated
    $188,195
    From this org
    $180,566
    From related orgs
    $0
    Other
    $7,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,566
    Bonus
    $2,000
    Other
    $0
    Deferred
    $3,686
    Nontaxable benefits
    $3,943
    Filer's total
    $188,195

  • Monivett Acevedo

    CFO

    Total calculated
    $190,251
    From this org
    $177,946
    From related orgs
    $0
    Other
    $12,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,946
    Bonus
    $1,000
    Other
    $0
    Deferred
    $3,671
    Nontaxable benefits
    $8,634
    Filer's total
    $190,251

  • Tiffani Bibb

    CPCO

    Total calculated
    $185,077
    From this org
    $170,422
    From related orgs
    $0
    Other
    $14,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,922
    Bonus
    $1,500
    Other
    $0
    Deferred
    $3,503
    Nontaxable benefits
    $11,152
    Filer's total
    $185,077

  • Sean Kelly

    VP ENGINEERING

    Total calculated
    $210,361
    From this org
    $198,744
    From related orgs
    $0
    Other
    $11,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,244
    Bonus
    $500
    Other
    $0
    Deferred
    $4,131
    Nontaxable benefits
    $7,486
    Filer's total
    $210,361

  • Thomas Fischaber

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $194,326
    From this org
    $177,734
    From related orgs
    $0
    Other
    $16,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,234
    Bonus
    $500
    Other
    $0
    Deferred
    $3,630
    Nontaxable benefits
    $12,962
    Filer's total
    $194,326

  • R Brent Milne

    VP PRODUCT R&D

    Total calculated
    $178,681
    From this org
    $172,492
    From related orgs
    $0
    Other
    $6,189
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,992
    Bonus
    $1,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,189
    Filer's total
    $178,681

  • Jeffrey Ward

    PRINCIPAL SOFTWARE ENGINEER

    Total calculated
    $176,720
    From this org
    $162,186
    From related orgs
    $0
    Other
    $14,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,686
    Bonus
    $500
    Other
    $0
    Deferred
    $3,414
    Nontaxable benefits
    $11,120
    Filer's total
    $176,720

  • Krista Marks

    CHIEF TECHNOLOGY OFFICER

    Total calculated
    $161,231
    From this org
    $157,726
    From related orgs
    $0
    Other
    $3,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $156,726
    Bonus
    $1,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,505
    Filer's total
    $161,231

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS. THERE IS DISCRETION ON DETERMINING THE EMPLOYEE'S MERIT AND ON WHETHER A PERCENTAGE OR AN AMOUNT IS PAID. NO PAYMENTS WERE MADE BASED ON THE AMOUNT OF REVENUES EARNED EITHER BY SAGA OR A RELATED PARTY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
22 April 2025
IRS schema version
2023v6.0
Source object
202511139349300936

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

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