SAGE CASEY FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAGE CASEY FOUNDATION (EIN 83-2529183)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-29
- IRS object ID
- 202430609349201513
- 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 | 2024-02-29T19:59:46-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680277084 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L H HARRIS CERTIFIED PUBLIC ACCOUNTANT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1260 NORTH DUTTON AVENUE SUITE 160 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832529183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAGE CASEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAGE | BusinessNameControlTxt |
| Phone | 7072356087 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1952 | AddressLine1Txt |
| City | ROHNERT PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949271952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY K ELWELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7072356087 | PhoneNum |
| Signature | 2024-02-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | ELWELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRISCILLA ECKHARDT CPA | PreparerPersonNm |
| PTIN | P00926354 | PTIN |
| Phone | 7075462727 | PhoneNum |
| Preparation | 2024-02-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | SAGECASEYFOUNDATION.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $17,170 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $17,170 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $17,170 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $182 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $2,193 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,993 | OtherExpensesTotalAmt |
| Total Expenses | $13,368 | TotalExpensesAmt |
| Excess Or Deficit For Year | $3,802 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $2,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,378 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576 | BOYAmt |
| EOY | $6,378 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576 | BOYAmt |
| EOY | $6,378 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576 | BOYAmt |
| EOY | $6,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY. | |
| IN 2019, THE FOUNDATION PROVIDED TWO SCHOLARSHIPS FOR CHILDREN TO ATTEND | $12,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,659 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KASEY S HILLIER | ||
| PRESIDENT | 000.00 | $0 |
| NICHOLAS M PULLEY | ||
| SECRETARY | 000.00 | $0 |
| KIMBERLY K ELWELL | ||
| TREASURER | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY K ELWELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1952 | AddressLine1Txt |
| City | ROHNERT PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 949271952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7072356087 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
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 | $2,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,170 | CurrentTaxYearAmt |
| Total | $77,500 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,170 | CurrentTaxYearAmt |
| Total | $77,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $77,500 | PublicSupportTotal170Amt |
| Total Support | $77,500 | TotalSupportAmt |
| Public Support CY170 | 1.00000 | PublicSupportCY170Pct |
| Public Support PY170 | 1.00000 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 768 LICENSES AND FEES 25 POSTAGE 100 SUPPLIES 9,516 BANK FEES 17 BOOKS, SUBSCRIPTIONS, REF 119 TELEPHONE 293 MEETING EXPENSE 155 TOTAL 10,993 |
| FORM 990-EZ, PART III | TO PROVIDE SCHOLARSHIPS AND SUPPORT TO CHILDREN AND LGBTQ CHILDREN IN OUR COMMUNITY |
| FORM 990-EZ, PART III, LINE 31 | IN 2019, THE FOUNDATION PROVIDED TWO SCHOLARSHIPS FOR CHILDREN TO ATTEND |
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