SAGA INNOVATIONS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAGA INNOVATIONS (EIN 47-2168942)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-29
- IRS object ID
- 202400609349301125
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-29T16:55:26-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472168942 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGA INNOVATIONS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAGA | BusinessNameControlTxt |
| Phone | 3392034700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 HICKORY HILL LANE | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONIVETT ACEVEDO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3392034700 | PhoneNum |
| Signature | 2024-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MONIVETT | PersonFirstNm |
| Person Last | ACEVEDO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLE REILLY CPA | PreparerPersonNm |
| PTIN | P01633587 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-02-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MONIVETT ACEVEDO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 HICKORY HILL LANE | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,786,307 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAGAEDUCATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 693 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,384,266 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,385,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,837,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,859,583 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,635 | PYInvestmentIncomeAmt |
| CY Investment Income | $540,858 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $39,236,690 | PYTotalRevenueAmt |
| CY Total Revenue | $28,786,307 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,208,266 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,667,059 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $214,101 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,207,323 | PYOtherExpensesAmt |
| CY Other Expenses | $5,517,933 | CYOtherExpensesAmt |
| PY Total Expenses | $21,415,589 | PYTotalExpensesAmt |
| CY Total Expenses | $27,184,992 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,821,101 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,601,315 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,229,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,685,345 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $778,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,633,139 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,450,891 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,052,206 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE LEVERAGE THE PROVEN POWER OF HIGH-IMPACT TUTORING (HIT) TO TRANSFORM PUBLIC EDUCATION AND IMPROVE OUTCOMES FOR UNDERSERVED STUDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,829,888 | ExpenseAmt |
| Revenue | $9,859,583 | RevenueAmt |
| Desc | IN FY23, SAGA HAD A PRESENCE WITH PROGRAMS IN NEW YORK, CHICAGO, WASHINGTON DC, CHARLESTON, AND PROVIDENCE SCHOOL SYSTEMS WHILE EXPANDING ITS SERVICE SCOPE. | Desc |
| Total Program Service Expenses | $24,829,888 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 693 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3392034700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 HICKORY HILL LANE | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALAN SAFRAN | |||||||
| CEO & CHAIR | 40.00 | Yes (X) | Yes (X) | $238,260 | $0 | $5,736 | |
| ANTONIO GUTIERREZ | |||||||
| CHIEF POLICY & PUBLIC AFFAIRS OFFICER & VICE CHAIR | 40.00 | Yes (X) | Yes (X) | $204,220 | $0 | $4,338 | |
| MEREDITH LIU | |||||||
| TREASURER (RESIGNED 05/23) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JARED TAILLEFER | |||||||
| CLERK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANTHONY LUCKETT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEX CORTEZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LEVINE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDY LEE HAINES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIA QUINN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KASSIE DAVIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KARINE APOLLON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELANIE DUKES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS LOCKETT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIE MAGIERA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KARL REID | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER DUPUIS | |||||||
| COO | 40.00 | Yes (X) | $180,567 | $0 | $7,593 | ||
| MONIVETT ACEVEDO | |||||||
| CFO | 40.00 | Yes (X) | $177,946 | $0 | $12,260 | ||
| TIFFANI BIBB | |||||||
| CPCO | 40.00 | Yes (X) | $170,423 | $0 | $14,433 | ||
| JEFFREY WARD | |||||||
| PRINCIPAL SOFTWARE ENGINEER | 40.00 | $162,187 | $0 | $14,498 | Yes (X) | ||
| THOMAS FISCHABER | |||||||
| VP TECHNICAL OPERATIONS | 40.00 | $177,734 | $0 | $16,546 | Yes (X) | ||
| SEAN KELLY | |||||||
| VP ENGINEERING | 40.00 | $198,744 | $0 | $11,580 | Yes (X) | ||
| R BRENT MILNE | |||||||
| VP PRODUCT R&D | 40.00 | $172,492 | $0 | $6,039 | Yes (X) | ||
| MARK KRUGER | |||||||
| VP DESIGN | 40.00 | $150,251 | $0 | $3,116 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,832,824 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,139 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHITEBOARD ADVISORS LLC | |||||
| 1000 POTOMA ST NW SUITE 150 | WASHINGTON | DC | 20007 | COMMUNICATIONS, ADVOCACY AND COALITION-B | $198,491 |
| LESLIE WADE LLC | |||||
| 215 N BROOKSIDE AVE | FREEPORT | NY | 11520 | ORGANIZATIONAL IMPROVEMENT CONSULTANT | $133,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $5,998,008 | GovernmentGrantsAmt |
| All Other Contributions | $12,387,858 | AllOtherContributionsAmt |
| Total Contributions | $18,385,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $9,859,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,859,583 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,859,583 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $540,858 | TotalRevenueColumnAmt |
| Exclusion | $540,858 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,786,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,859,583 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $540,858 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,675 | TotalAmt |
| Program Services | $440,344 | ProgramServicesAmt |
| Management And General | $493,244 | ManagementAndGeneralAmt |
| Fundraising | $116,087 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,949,822 | TotalAmt |
| Program Services | $16,946,565 | ProgramServicesAmt |
| Management And General | $971,730 | ManagementAndGeneralAmt |
| Fundraising | $31,527 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,172 | TotalAmt |
| Program Services | $139,223 | ProgramServicesAmt |
| Management And General | $8,769 | ManagementAndGeneralAmt |
| Fundraising | $180 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,884 | TotalAmt |
| Program Services | $1,027,641 | ProgramServicesAmt |
| Management And General | $53,330 | ManagementAndGeneralAmt |
| Fundraising | $4,913 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,433,506 | TotalAmt |
| Program Services | $1,313,551 | ProgramServicesAmt |
| Management And General | $109,050 | ManagementAndGeneralAmt |
| Fundraising | $10,905 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,149 | TotalAmt |
| Management And General | $60,149 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,637 | TotalAmt |
| Management And General | $44,637 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039,666 | TotalAmt |
| Program Services | $1,018,562 | ProgramServicesAmt |
| Management And General | $9,659 | ManagementAndGeneralAmt |
| Fundraising | $11,445 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,926 | TotalAmt |
| Program Services | $1,132,014 | ProgramServicesAmt |
| Management And General | $127,193 | ManagementAndGeneralAmt |
| Fundraising | $12,719 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,606 | TotalAmt |
| Program Services | $522,079 | ProgramServicesAmt |
| Management And General | $58,661 | ManagementAndGeneralAmt |
| Fundraising | $5,866 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,254 | TotalAmt |
| Program Services | $196,916 | ProgramServicesAmt |
| Management And General | $22,125 | ManagementAndGeneralAmt |
| Fundraising | $2,213 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,101 | TotalAmt |
| Program Services | $517,180 | ProgramServicesAmt |
| Management And General | $58,110 | ManagementAndGeneralAmt |
| Fundraising | $5,811 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,488 | TotalAmt |
| Program Services | $88,544 | ProgramServicesAmt |
| Management And General | $9,949 | ManagementAndGeneralAmt |
| Fundraising | $995 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SOFTWARE, SUBSCRIPTIONS | $866,702 | $771,365 | $86,670 | $8,667 |
| PROGRAM SUPPLIES | $469,129 | $469,129 | ||
| PROFESSIONAL DEVELOPMEN | $159,852 | $142,268 | $15,985 | $1,599 |
| PAYROLL FEES AND BACKGR | $117,423 | $104,507 | $11,742 | $1,174 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,184,992 | TotalAmt |
| Program Services | $24,829,888 | ProgramServicesAmt |
| Management And General | $2,141,003 | ManagementAndGeneralAmt |
| Fundraising | $214,101 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,026,445 | BOYAmt |
| EOY | $1,988,368 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,406,357 | BOYAmt |
| EOY | $15,692,325 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,928,174 | BOYAmt |
| EOY | $8,308,939 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,797,225 | BOYAmt |
| EOY | $1,428,430 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,078 | BOYAmt |
| EOY | $185,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $89,882 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,311 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $81,571 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,847,322 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,229,601 | BOYAmt |
| EOY | $32,685,345 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,710 | BOYAmt |
| EOY | $1,633,139 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,710 | BOYAmt |
| EOY | $1,633,139 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,245,041 | BOYAmt |
| EOY | $21,716,356 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,205,850 | BOYAmt |
| EOY | $9,335,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,450,891 | BOYAmt |
| EOY | $31,052,206 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,229,601 | BOYAmt |
| EOY | $32,685,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,601,315 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,804,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,193,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,819,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,384,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,385,866 | CurrentTaxYearAmt |
| Total | $77,586,550 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,804,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,193,078 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,819,185 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,384,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,385,866 | CurrentTaxYearAmt |
| Total | $77,586,550 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,347,152 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,239,398 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,597 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,080 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $540,858 | CurrentTaxYearAmt |
| Total | $604,413 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,190,963 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $28,497,683 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,311 | DepreciationAmt |
| Book Value | $81,571 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $81,571 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,786,307 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,786,307 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,786,307 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,184,992 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,184,992 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,184,992 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SAGA ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SAGA HAS NOT TAKEN ANY TAX POSITIONS WHICH WOULD HAVE A MATERIAL EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON SAGA'S FINANCIAL STATEMENTS AT JUNE 30, 2023. SAGA BELIEVES IT HAS NOT TAKEN ANY SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD JEOPARDIZE SAGA'S TAX-EXEMPT STATUS. SAGA'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN SAFRAN | ||||||||||||||
| CEO & CHAIR | $238,260 | $0 | $0 | $0 | $0 | $0 | $4,786 | $0 | $950 | $0 | $243,996 | $0 | $0 | $0 |
| SEAN KELLY | ||||||||||||||
| VP ENGINEERING | $198,744 | $0 | $0 | $0 | $0 | $0 | $4,131 | $0 | $7,449 | $0 | $210,324 | $0 | $0 | $0 |
| ANTONIO GUTIERREZ | ||||||||||||||
| CHIEF POLICY & PUBLIC AFFAIRS OFFICE | $204,220 | $0 | $0 | $0 | $0 | $0 | $3,388 | $0 | $950 | $0 | $208,558 | $0 | $0 | $0 |
| THOMAS FISCHABER | ||||||||||||||
| VP TECHNICAL OPERATIONS | $177,734 | $0 | $0 | $0 | $0 | $0 | $3,631 | $0 | $12,915 | $0 | $194,280 | $0 | $0 | $0 |
| MONIVETT ACEVEDO | ||||||||||||||
| CFO | $177,946 | $0 | $0 | $0 | $0 | $0 | $3,672 | $0 | $8,588 | $0 | $190,206 | $0 | $0 | $0 |
| CHRISTOPHER DUPUIS | ||||||||||||||
| COO | $180,567 | $0 | $0 | $0 | $0 | $0 | $3,686 | $0 | $3,907 | $0 | $188,160 | $0 | $0 | $0 |
| TIFFANI BIBB | ||||||||||||||
| CPCO | $170,423 | $0 | $0 | $0 | $0 | $0 | $3,504 | $0 | $10,929 | $0 | $184,856 | $0 | $0 | $0 |
| R BRENT MILNE | ||||||||||||||
| VP PRODUCT R&D | $172,492 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,039 | $0 | $178,531 | $0 | $0 | $0 |
| JEFFREY WARD | ||||||||||||||
| PRINCIPAL SOFTWARE ENGINEER | $162,187 | $0 | $0 | $0 | $0 | $0 | $3,415 | $0 | $11,083 | $0 | $176,685 | $0 | $0 | $0 |
| MARK KRUGER | ||||||||||||||
| VP DESIGN | $150,251 | $0 | $0 | $0 | $0 | $0 | $3,005 | $0 | $111 | $0 | $153,367 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS WAS PROVIDED A COPY OF THE IRS 990 PRIOR TO FILING AND WERE GIVEN AN OPPORTUNITY TO COMMENT AND ASK QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT SAGA INNOVATIONS, INC. IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS APPROVED THE COMPENSATION FOR BOTH ALAN SAFRAN AND ANTONIO GUTIERREZ. BOTH INDIVIDUALS RECUSED THEMSELVES FROM THE VOTE WHICH INVOLVED THEIR SALARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | FOR FURTHER INFORMATION, PLEASE CONTACT THE ORGANIZATION AT THE MAILING ADDRESS ON PAGE ONE OF THE FORM 990. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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