SGA YOUTH & FAMILY SERVICES NFP: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SGA YOUTH & FAMILY SERVICES NFP (EIN 36-2167916)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-01-23
- IRS object ID
- 202540239349301104
- Schema version
- 2023v6.0
- 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 | 2025-01-23T10:40:38-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363756436 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Velma Butler and Company Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 E Monroe Street Suite 400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SGA Youth & Family Services NFP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SGAY | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 E Adams Street STE 240 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susana Marotta | PersonNm |
| Person Title | Chief Complianc | PersonTitleTxt |
| Phone | 3124474322 | PhoneNum |
| Signature | 2024-12-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| 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 | Velma Butler | PreparerPersonNm |
| PTIN | P01435302 | PTIN |
| Phone | 3124191547 | PhoneNum |
| Preparation | 2025-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,902,671 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sga-youth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1920 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SGA Youth & Family Services, NFP provides support services through counselling to promote the emotional and social well-being and development of Chicago area children, adolescents,adults and families. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 318 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,936,681 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,605,352 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,176,589 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,927,105 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,686 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,173 | CYInvestmentIncomeAmt |
| PY Other Revenue | $937,620 | PYOtherRevenueAmt |
| CY Other Revenue | $1,366,041 | CYOtherRevenueAmt |
| PY Total Revenue | $18,055,576 | PYTotalRevenueAmt |
| CY Total Revenue | $22,902,671 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,000,947 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,145,303 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $176,136 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,010,860 | PYOtherExpensesAmt |
| CY Other Expenses | $5,694,741 | CYOtherExpensesAmt |
| PY Total Expenses | $17,011,807 | PYTotalExpensesAmt |
| CY Total Expenses | $20,840,044 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,043,769 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,062,627 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,587,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,672,073 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,493,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,515,384 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,094,062 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,156,689 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SGA Youth & Family Services, NFP provides support services through counselling to promote the emotional and social well-being and development of Chicago area children, adolescents,adults and families. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,256,640 | ExpenseAmt |
| Desc | The Teen Parenting and Early Head Start programs offer support services with a special focus on building healthier families by promoting stronger relationships and healthy child development. This program also provides child abuse and neglect prevention and intervention services. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,933,807 | ExpenseAmt |
| Desc | IDHS Child and Youth program is an initiative to promote healthy pregnancies and the growth and development of all children from birth to five years of age, and providing supportive services to the parents. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,646,988 | ExpenseAmt |
| Desc | The Juvenile Justice program is geared toward preventing and motivating at-risk youth involvement in the juvenile justice system. This program assists young people to make positive life choices and become productive and well-adjusted adults. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $3,063,871 | The School-Based program provides on-site and accessible mental health counselling and prevention services to at-risk students in order to address the underlying emotional and behavioral issues that threaten youth development, academinc performance and the society at-large. |
| $2,613,897 | Healthy Family is designed to promote healthy families and healthy children in and around surrounding communities by prioritizing child development and may include parental education and counseling. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,677,768 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $18,515,203 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 57 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 318 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn Wenjun Lu | PersonNm |
| Phone | 3124474322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 E Adams Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|
| Martha Guerrero | |||||||||
| CEO | 37.50 | 0.00 | Yes (X) | $400,000 | $0 | $0 | |||
| Susana Marotta | |||||||||
| Chief Compliance Officer | 37.50 | 0.00 | $260,000 | $0 | $0 | Yes (X) | |||
| Lynn Wenjun Lu | |||||||||
| CFO | 37.50 | 0.00 | Yes (X) | $213,886 | $0 | $0 | |||
| Kathy M Leck | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Karen S Kaplan | |||||||||
| Board Member | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Ted Wecker | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Matt Schmeltz | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Tom Van Vuren | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Andrew R Gelman | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| John W Cultra | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| John Kinzelberg | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Max Reed | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| David Sever | |||||||||
| Board Member | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Francisco Arenas | |||||||||
| Board Member | 15.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Donald A Belgrad | |||||||||
| Board Chair | 5.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Jeffrey M Toner | |||||||||
| Immediate Past Board Chair | 15.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $873,886 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $191,158 | FundraisingAmt |
| Government Grants | $15,394,224 | GovernmentGrantsAmt |
| All Other Contributions | $1,019,970 | AllOtherContributionsAmt |
| Total Contributions | $16,605,352 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Programs Service Fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,927,105 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,927,105 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,927,105 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,173 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $191,158 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Miscellaneous Income | 900099 | $12,334 | $12,334 |
| GainLoss on Inv | 900099 | $1,153,707 | $1,153,707 |
| GainLoss on Assets | 900099 | $200,000 | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,366,041 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,902,671 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,297,319 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,239 | TotalAmt |
| Program Services | $906,140 | ProgramServicesAmt |
| Management And General | $848,099 | ManagementAndGeneralAmt |
| Fundraising | $43,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,977,996 | TotalAmt |
| Program Services | $10,783,683 | ProgramServicesAmt |
| Management And General | $183,467 | ManagementAndGeneralAmt |
| Fundraising | $10,846 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,143 | TotalAmt |
| Program Services | $336,446 | ProgramServicesAmt |
| Management And General | $153,756 | ManagementAndGeneralAmt |
| Fundraising | $1,941 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,109 | TotalAmt |
| Program Services | $737,027 | ProgramServicesAmt |
| Management And General | $55,318 | ManagementAndGeneralAmt |
| Fundraising | $5,764 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,079,816 | TotalAmt |
| Program Services | $1,002,317 | ProgramServicesAmt |
| Management And General | $73,780 | ManagementAndGeneralAmt |
| Fundraising | $3,719 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,517,388 | TotalAmt |
| Program Services | $2,070,797 | ProgramServicesAmt |
| Management And General | $406,642 | ManagementAndGeneralAmt |
| Fundraising | $39,949 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,535 | TotalAmt |
| Program Services | $64,719 | ProgramServicesAmt |
| Management And General | $15,042 | ManagementAndGeneralAmt |
| Fundraising | $52,774 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,025 | TotalAmt |
| Program Services | $96,312 | ProgramServicesAmt |
| Management And General | $67,638 | ManagementAndGeneralAmt |
| Fundraising | $6,075 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,035 | TotalAmt |
| Program Services | $128,870 | ProgramServicesAmt |
| Management And General | $22,085 | ManagementAndGeneralAmt |
| Fundraising | $80 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,077,673 | TotalAmt |
| Program Services | $907,607 | ProgramServicesAmt |
| Management And General | $170,066 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,273 | TotalAmt |
| Program Services | $255,307 | ProgramServicesAmt |
| Management And General | $65,422 | ManagementAndGeneralAmt |
| Fundraising | $544 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,290 | TotalAmt |
| Management And General | $26,290 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,832 | TotalAmt |
| Program Services | $66,509 | ProgramServicesAmt |
| Management And General | $8,786 | ManagementAndGeneralAmt |
| Fundraising | $2,537 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Supplies | $619,549 | $589,391 | $23,256 | $6,902 |
| Equipment Repair and Maint | $59,036 | $47,555 | $9,476 | $2,005 |
| Organization Dues & Fees | $14,165 | $811 | $13,354 | |
| Assistance to Clients | $527,940 | $521,712 | $6,228 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,840,044 | TotalAmt |
| Program Services | $18,515,203 | ProgramServicesAmt |
| Management And General | $2,148,705 | ManagementAndGeneralAmt |
| Fundraising | $176,136 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,741,175 | BOYAmt |
| EOY | $2,143,727 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,770,200 | BOYAmt |
| EOY | $6,339,004 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,703 | BOYAmt |
| EOY | $119,328 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,459,213 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,417,538 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,965 | BOYAmt |
| EOY | $41,675 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,874,632 | BOYAmt |
| EOY | $11,028,339 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,587,675 | BOYAmt |
| EOY | $19,672,073 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,298,952 | BOYAmt |
| EOY | $1,711,658 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,661 | BOYAmt |
| EOY | $803,726 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,493,613 | BOYAmt |
| EOY | $2,515,384 | 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 | $14,631,854 | BOYAmt |
| EOY | $16,694,481 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $462,208 | BOYAmt |
| EOY | $462,208 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,094,062 | BOYAmt |
| EOY | $17,156,689 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,587,675 | BOYAmt |
| EOY | $19,672,073 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,062,627 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,760,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,584,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,318,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,936,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,605,352 | CurrentTaxYearAmt |
| Total | $56,205,041 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,425,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,176,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,999,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,176,589 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,927,105 | CurrentTaxYearAmt |
| Total | $23,705,209 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,186,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,760,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,317,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,113,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,532,457 | CurrentTaxYearAmt |
| Total | $79,910,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $79,910,250 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,621,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$1,813,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $923,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,357,880 | CurrentTaxYearAmt |
| Total | $3,284,115 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,621,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$1,813,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $923,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,357,880 | CurrentTaxYearAmt |
| Total | $3,284,115 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,334 | CurrentTaxYearAmt |
| Total | $67,518 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,395,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,391,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,517,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,055,576 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,902,671 | CurrentTaxYearAmt |
| Total | $83,261,883 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96810 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,208 | BeginningYearBalanceAmt |
| End Year Balance | $462,208 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,208 | BeginningYearBalanceAmt |
| End Year Balance | $462,208 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,208 | BeginningYearBalanceAmt |
| End Year Balance | $462,208 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,208 | BeginningYearBalanceAmt |
| End Year Balance | $462,208 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,208 | BeginningYearBalanceAmt |
| End Year Balance | $462,208 | EndYearBalanceAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $486,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $486,241 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $972,972 | OtherCostOrOtherBasisAmt |
| Depreciation | $931,297 | DepreciationAmt |
| Book Value | $41,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,675 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $22,902,671 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $22,902,671 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $22,902,671 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,840,044 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $20,840,044 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $20,840,044 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AnnualAppeal | Event1Nm |
| Gross Receipts Event1 | $191,158 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $191,158 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $176,136 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $191,158 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $191,158 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $176,136 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $176,136 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,022 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| Lynn Wenjun Lu | |||
| CFO | $190,886 | $23,000 | $213,886 |
| Susana Marotta | |||
| Chief Compliance Officer | $215,000 | $45,000 | $260,000 |
| Martha Guerrero | |||
| CEO | $340,000 | $60,000 | $400,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | Prior to filing the form 990, the information return is reviewed by SGAs Finance team headed by the Executive Director. After this 1st tier of review, the return is distributed to members of the Operation Committee for another tier of review prior to its presentation and submission to the full Board for approval and release. The President/CEO signs the return on behalf of the organization. |
| Conflict of interest policy compliance Part VI line 12c | Board members, management and staff are required to report and declare actual or potential conflict of interest annually in writing to be submitted to, reviewed, and maintained by the Human Resources Department. |
| CEO executive director top management comp Part VI line 15a | In order to hire the best recuit for its top management, SGA makes use of comparable market data and current employment trends within the industry to determine and calculate its salary to top management. The Compensation Committee of SGAs Board of Directors has the mandate to perform and implement this process. |
| Other officer or key employee compensation Part VI line 15b | In order to hire the best recruit for its key positions, SGA makes use of comparable market data and current employment trends within the industry to determine and calculate its salary offer to its key management personnel including the positions of President/CEO. The Compensation Committee of SGAs Board of Directors has the mandate to perform and implement this process. |
| Governing documents etc available to public Part VI line 19 | Availability of governing documents etc. is available upon request.A copy may be reproduced provided request is made within reasonable business hours of the organization. |
| List of other fees for services expenses Part IX line 11g | Professional Services - $838,499Contractual Services - $1,330,203 |
Comments