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Sage Financial Solutions Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Financial Counseling, Money Management (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$763k (2023)

Expenses
$694k (2023)

Total Assets
$435k (2023)

Total Liabilities
$210k (2023)

Source: Form 990 tax filings from 2017 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$763,079
Expenses
$694,281
Net Income
$68,798
Net Assets
$224,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $763,063
100.0%
Investment Income $16
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $148,000
21.3%
Professional Fundraising Fees $0
Other Salaries and Wages $21,399
3.1%
Assets/Debt
Total Assets $434,507
Total Liabilities $209,531
Net Assets $224,976
Compensation
Key Employees and Officers Compensation Related Other
Saundra D Davis (President & Ceo) $148,000 $0 $0
Sarita Evans (Chairman) $0 $0 $0
Holly Gillian Kendel Cfp Clu (Treasurer) $0 $0 $0
Lucia Mattox (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$642,593
Expenses
$623,693
Net Income
$18,900
Net Assets
$201,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,300
2.1%
Program Services $629,290
97.9%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $67,288
10.8%
Assets/Debt
Total Assets $432,926
Total Liabilities $231,855
Net Assets $201,071
Compensation
Key Employees and Officers Compensation Related Other
Saundra D Davis (President & Ceo) $104,000 $0 $0
Sarita Evans (Chairman) $0 $0 $0
Holly Gillian Kendel Cfp Clu (Treasurer) $0 $0 $0
Lucia Mattox (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$393,641
Expenses
$673,690
Net Income
-$280,049
Net Assets
$182,171
Notable Sources of Revenue Percent of Total Revenue
Contributions $132,000
33.5%
Program Services $261,640
66.5%
Investment Income $1
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $107,000
15.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,450
0.5%
Assets/Debt
Total Assets $362,828
Total Liabilities $180,657
Net Assets $182,171
Compensation
Key Employees and Officers Compensation Related Other
Saundra D Davis (Ceo) $107,000 $0 $0
Sarita Evans (Director) $0 $0 $0
Joe Canton Phd (Director) $0 $0 $0
Holly Gillian Kendel Cfp Clu (Director) $0 $0 $0
Lucia Mattox (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$930,161
Expenses
$662,313
Net Income
$267,848
Net Assets
$462,220
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,115
2.9%
Program Services $903,044
97.1%
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $134,000
20.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $658,091
Total Liabilities $195,871
Net Assets $462,220
Compensation
Key Employees and Officers Compensation Related Other
Saundra D Davis (Ceo) $134,000 $0 $0
Sarita Evans (Director) $0 $0 $0
Joe Canton Phd (Director) $0 $0 $0
Holly Gillian Kendel Cfp Clu (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$858,454
Expenses
$672,541
Net Income
$185,913
Net Assets
$179,945
Notable Sources of Revenue Percent of Total Revenue
Contributions $694,066
80.9%
Program Services $164,383
19.1%
Investment Income $5
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $191,500
28.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $213,037
Total Liabilities $33,092
Net Assets $179,945
Compensation
Key Employees and Officers Compensation Related Other
Saundra D Davis (Ceo) $191,500 $191,500 $0
Sarita Evans (Director) $0 $0 $0
Joe Canton Phd (Director) $0 $0 $0
Holly Gillian Kendel Cfp Clu (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$338,602
Expenses
$340,949
Net Income
-$2,347
Net Assets
-$35,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $338,602
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $115,380
33.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,636
Total Liabilities $47,809
Net Assets -$35,173
Compensation
Key Employees and Officers Compensation Related Other
Saundra D Davis (Ceo) $115,380 $0 $0
Sarita Evans (Director) $0 $0 $0
Joe Canton Phd (Director) $0 $0 $0
Holly Gillian Kendel Cfp Clu (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,716
Expenses
$374,689
Net Income
-$73,973
Net Assets
-$32,826
Notable Sources of Revenue Percent of Total Revenue
Contributions $300,713
100.0%
Program Services $0
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $76,000
20.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,043
Total Liabilities $54,869
Net Assets -$32,826
Compensation
Key Employees and Officers Compensation Related Other
Saundra D Davis (Ceo) $76,000 $0 $0
Sarita Evans (Director) $0 $0 $0
Joe Canton Phd (Director) $0 $0 $0
Holly Gillian Kendel Cfp Clu (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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