2021-03-31T12:50:12-05:00 2020-06-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2019-07-01 132947657 SERVICES AND ADVOCACY FOR GAY LESBIAN BISEXUAL AND TRANSGENDER ELDERS INC SERV 2127412247 305 SEVENTH AVENUE NO 15TH NEW YORK NY 10001 DAVID RIVERA-GARCIA CHIEF FINANCIAL AND ADM. OFFICER 2127412247 2021-03-16 1 MAGDALENA M CZERNIAWSKI P00535099 2125038800 2021-03-16 2019 2022-09-23 18:48:47Z DAVID RIVERA-GARCIA 305 SEVENTH AVENUE NO 15TH NEW YORK NY 10001 17284845 0 X WWW.SAGEUSA.ORG X 1978 NY SAGE IS THE COUNTRY'S LARGEST AND OLDEST ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF LESBIAN, GAY, BISEXUAL AND TRANSGENDER (LGBT) OLDER ADULTS. THE MISSION IS TO LEAD IN ADDRESSING ISSUES RELATED TO LESBIAN, GAY, BISEXUAL AND TRANSGENDER (LGBT) AGING. 26 26 102 1284 -1012 0 11436817 16534347 481274 536248 8845 39562 175081 -221730 12102017 16888427 547426 0 0 0 6607810 7695028 83383 128658 1833242 5389062 5275964 12627681 13099650 -525664 3788777 20076151 27035354 7895119 11022600 12181032 16012754 X SAGE IS THE COUNTRY'S LARGEST AND OLDEST ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF LESBIAN, GAY, BISEXUAL AND TRANSGENDER (LGBT) OLDER ADULTS. OUR MISSION IS TO LEAD IN ADDRESSING ISSUES RELATED TO LGBT AGING. 0 0 7604456 651159 DIRECT SERVICES: SAGE OFFERS INNOVATIVE SERVICES AND PROGRAMS TO LGBT OLDER PEOPLE NATIONWIDE-THROUGHOUT NEW YORK CITY AND THROUGH OUR NATIONAL AFFILIATE PROGRAM, SAGENET. FROM ARTS AND CULTURE, TO HEALTH AND WELLNESS, AND MUCH MORE, SAGE'S INNOVATIVE SERVICES AND PROGRAMS SUPPORT THOUSANDS OF LGBT OLDER PEOPLE IN COMMUNITIES AROUND THE COUNTRY. ADDITIONALLY, SAGE PROGRAMS ARE OFTEN EXPANDED INTO VARIOUS SITES AROUND THE COUNTRY. SAGE TRAINS PROVIDERS OF SERVICES TO ELDERLY POPULATIONS IN THE BEST WAYS TO EFFECTIVELY SUPPORT AND ENGAGE LGBT ELDERS IN LONG TERM CARE FACILITIES AND OTHER SETTINGS. OUR PREMIER LGBT CULTURAL COMPETENCE TRAINING, SAGECARE, DRAWS FROM THE BEST MINDS IN THE FIELD AND HAS BEEN SHOWN TO IMPROVE KNOWLEDGE AND SKILLS AMONG TRAINEES. SAGE ALSO RETAINS A TRAINING CORPS OF MORE THAN 40 CULTURAL COMPETENCE EXPERTS THROUGHOUT THE US. AS OF DECEMBER 31, 2019, SAGE HAS TRAINED OVER 106,000 CARE PROFESSIONALS NATIONALLY. SAGE'S NATIONAL RESOURCE CENTER ON LGBT AGING CURATES HUNDREDS OF ONLINE RESOURCES AND FREE PRESENTATION MATERIALS FOR DOWNLOADING AND OFFERS LOCAL RESOURCE CONNECTIONS BY GEOGRAPHICAL AREA. THE WEBSITE IS ACCESSED BY THOUSANDS OF VISITORS EVERY MONTH. SAGE CREATES ONLINE CONSUMER RESOURCES FOR LGBT OLDER PEOPLE AROUND THE COUNTRY TO ASSIST THEM IN MAKING BETTER CHOICES ABOUT THEIR HEALTH, RETIREMENT, CAREGIVING OPTIONS AND MORE. SAGE'S ONLINE OUTLETS HAVE REACHED 6 MILLIONS IMPRESSIONS, OVER 218 THOUSAND ENGAGEMENTS WITH ROUGHLY 53 THOUSAND FOLLOWERS ACROSS OUR SOCIAL MEDIA PAGES. 2450227 PUBLIC OUTREACH: SAGE ADVOCATES AT THE FEDERAL, STATE AND LOCAL LEVELS FOR PUBLIC POLICIES THAT WILL END DISCRIMINATION AND IMPROVE ECONOMIC SECURITY, COMMUNITY SUPPORT, HEALTH AND WELLNESS AMONG THE GROWING POPULATION OF LGBT OLDER PEOPLE AND OLDER PEOPLE LIVING WITH HIV. OUR FEDERAL POLICY PROGRAM WORKS TO ENSURE THAT POLICYMAKERS IN CONGRESS AND THE ADMINISTRATION ENACT POLICIES THAT ADDRESS THE NEEDS OF LGBT OLDER PEOPLE AND OLDER PEOPLE LIVING WITH HIV. ADDITIONALLY, SAGE WORKS WITH LOCAL LGBT AGING ADVOCATES AROUND THE COUNTRY TO DEVELOP AND ACHIEVE THEIR LOCAL AND STATE POLICY AGENDAS. SAGE BUILDS THE CAPACITY OF LOCAL SAGE AFFILIATES NATIONWIDE TO PROVIDE SERVICES AND TO ENGAGE IN POLICY ADVOCACY THAT IMPROVES THE LIVES OF THEIR LOCAL CONSTITUENTS. IN THE PROCESS, WE BUILD A NATIONAL, GRASSROOTS MOVEMENT TO PROTECT THE RIGHTS AND IMPROVE THE QUALITY OF LIFE OF LGBT ELDERS. FROM RURAL TO URBAN SETTINGS, IN EVERY REGION OF THE COUNTRY, SAGENET LEADERS ARE CREATING LOCAL SUPPORTS FOR LGBT OLDER PEOPLE IN THEIR COMMUNITIES, TRAINING THEIR AGING SERVICE NETWORKS, AND REACHING OUT TO GOVERNMENT LEADERS TO ADDRESS THE PUBLIC POLICIES THAT AFFECT LGBT ELDERS. SAGE COLLABORATES WITH 29 LOCAL SAGE AFFILIATES IN 21 STATES AND PUERTO RICO. THROUGH SAGENET, SAGE AND ITS AFFILIATES ENGAGED MORE THAN 13,000 LGBT OLDER ADULTS IN 2019.SAGE IS FULLY COMMITTED TO DIVERSITY AND EQUITY AND IS IN THE MIDST OF A MULTI-YEAR DIVERSITY AND EQUITY INITIATIVE THAT FOCUSES ON RACIAL, GENDER, AND OTHER FORMS OF EQUITY. SAGE PARTNERS WITH LEADERS IN THE AGING FIELD AND THE LGBT MOVEMENT TO BROADEN OUR COLLECTIVE REACH, INCREASE AWARENESS OF THE NEEDS OF LGBT ELDERS AMONG POLICYMAKERS AND PROVIDERS THROUGH EDUCATION AND TRAINING, AND INFORM ONE ANOTHER'S APPROACHES TO IMPROVING THE LIVES OF LGBT OLDER PEOPLE. SAGE RECOGNIZES THE TREMENDOUS VALUE OF PARTNERSHIP AND COALITION BUILDING. THIS IS EVIDENT ACROSS ALL OF OUR ACTIVITIES, INCLUDING IN THE WORK OF A HISTORIC DIVERSE ELDERS COALITION COMPRISING NATIONAL ORGANIZATIONS REPRESENTING ELDERS FROM DIVERSE AND UNDER-REPRESENTED ETHNIC AND RACIAL GROUPS AS WELL AS LGBT ELDERS. 10054683 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 155 0 1 102 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NC ND OH OK OR PA SC RI TN TX UT VA VT WA WV WI X OTTO ROBERTS DIR OF FIN AND CONT 2127412247 305 SEVENTH AVENUE 15TH FLOOR NEW YORK NY 10001 ANDREW WERNER BOARD MEMBER 1.00 X 0 0 0 ANTHONY EMEKA HARBOUR BOARD MEMBER 1.00 X 0 0 0 BARBARA PEDA BOARD MEMBER 1.00 X 0 0 0 BRUCE LEDERMAN BOARD MEMBER 1.00 X 0 0 0 CARLENE JADUSINGH BOARD MEMBER 1.00 X 0 0 0 CHRIS KANN BOARD MEMBER 1.00 X 0 0 0 CINDY T RIZZO BOARD MEMBER 1.00 X 0 0 0 DAVID CANTER-MCMILLAN BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 DAWN FISCHER BOARD MEMBER 1.00 X 0 0 0 DENISE FOY BOARD MEMBER 1.00 X 0 0 0 DOUGLAS E HARRIS CO-CHAIR 1.00 X X 0 0 0 DR CHARLES R MIDDLETON BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 DR KEVIN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 ELIZABETH SCHWARTZ CO-CHAIR 1.00 X X 0 0 0 ELLIOTT SERNEL BOARD MEMBER 1.00 X 0 0 0 FRANK STARK BOARD MEMBER 1.00 X 0 0 0 JASON YOUNG BOARD MEMBER 1.00 X 0 0 0 JEFFREY ERDMAN BOARD MEMBER 1.00 X 0 0 0 JIM OBERGEFELL BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 LAURIE PETER BOARD MEMBER 1.00 X 0 0 0 LINDA SCOTT SECRETARY 1.00 X X 0 0 0 LISA DAVIS CHAIR OF DEV. (OUTGOING) 1.00 X 0 0 0 MADY SCHUMAN BOARD MEMBER 1.00 X 0 0 0 MARK SEXTON BOARD MEMBER 1.00 X 0 0 0 MICHAEL BURKE TREASURER 1.00 X X 0 0 0 MOLLY LENORE BOARD MEMBER 1.00 X 0 0 0 MYRON SULZBERGER ROLFE BOARD MEMBER 1.00 X 0 0 0 PHILIP LUMPKIN BOARD MEMBER 1.00 X 0 0 0 ROY WESLEY BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 RUTH EISENBERG BOARD MEMBER 1.00 X 0 0 0 SCOTT BENNETT BOARD MEMBER 1.00 X 0 0 0 WILLIAM WEINBERGER BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 DAVID RIVERA-GARCIA CHIEF FINANCIAL AND ADM. OFFICER 35.00 X 78449 0 6460 GREGORY MACIAS CHIEF OPERATING OFFICER (OUTGOING) 35.00 X 172797 0 17370 LYNN FARIA EXECUTIVE VICE PRESIDENT 35.00 X 202010 0 22182 MICHAEL ADAMS CHIEF EXECUTIVE OFFICER 35.00 X 353623 0 42132 DAVID VINCENT CHIEF PROGRAM OFFICER 35.00 X 160286 0 20149 HILARY MEYER CHIEF INNOVATION & IMPACT OFFICER 35.00 X 162891 0 10473 JESSE TUCKER DIRECTOR OF IT 35.00 X 100797 0 18604 JOEY WASSERMAN SENIOR DIRECTOR OF DEVELOPMENT 35.00 X 101973 0 22888 1332826 0 160258 7 0 1 0 GFP REAL ESTATE LLC PO BOX 432 EMERSON NJ 07360 ADVERTISING/MAILING COMPANY 210997 NCHENG LLP 40 WALL STREET SUITE 32 NEW YORK NY 10005 ACCOUNTING SERVICES 119324 ALANIZ LLC PO BOX 799 MT PLEASSANT IA 52641 ADVERTISING/MAILING COMPANY 111391 3 20798 1100546 4377954 11035049 234580 16534347 PROGRAM INCOME AND SERVICE FEES 624100 536248 536248 536248 40574 40574 15165 16177 -1012 -1012 -1012 43600 1100546 380241 -336641 -336641 OTHER INCOME 900099 114911 114911 114911 16888427 651159 -1012 -296067 X 875655 478302 194057 203296 5279493 4481016 256703 541774 124988 108554 4748 11686 563756 458223 38809 66724 851136 687248 61476 102412 152332 152332 128658 128658 150 150 1788438 1492195 296090 153 76613 37809 15254 23550 388635 148755 29089 210791 149846 127451 7852 14543 372230 354908 6846 10476 205151 121575 56441 27135 262701 204907 28897 28897 478961 413875 25939 39147 40047 34062 2098 3887 IND. FUNDRAISING EXP. 336622 336622 FOOD AND ENTERTAINMENT 297937 252868 1812 43257 OTHER 191298 100081 69525 21692 SUPPLIES AND DECORATION 178123 168800 3269 6054 356880 231722 112670 12488 13099650 10054683 1211725 1833242 1700388 4901582 2030193 2326327 4737716 6429566 246097 326053 16757624 4161692 10822698 12595932 27979 20771 511080 435123 20076151 27035354 714421 1004049 265161 6987646 8188349 1329660 193052 235381 7895119 11022600 X 8281820 10655968 3899212 5356786 12181032 16012754 20076151 27035354 3788777 42945 0 X X 0 1 X 1 1 1 X 11563458 8642002 12872442 11436817 16534347 61049066 11563458 8642002 12872442 11436817 16534347 61049066 1426462 59622604 141136 146495 6819 9547 40574 344571 707413 653485 475247 686231 158511 2680887 64074524 1874749 0.93050 0.91270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 46,129. 2016 AMOUNT: $ 9,811. 2017 AMOUNT: $ 172,731. 2018 AMOUNT: $ 184,931. 2019 AMOUNT: $ 114,911. FUNDRAISING INCOME - 2015 AMOUNT: $ 661,284. 2016 AMOUNT: $ 643,674. 2017 AMOUNT: $ 302,516. 2018 AMOUNT: $ 501,300. 2019 AMOUNT: $ 43,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33073 119259 152332 12947318 13099650 804983 201246 0 0 656565 706898 787729 804983 2956175 4434263 27511 94346 126900 152332 401089 164141 176725 196932 201246 739044 1108566 20740 33808 33073 87621 2566579 1045732 3612311 3604611 1038032 2566579 2842079 762532 3604611 2540311 301768 2842079 2540311 2540311 1.00000 0 0 12181087 2235736 9945351 468176 441791 26385 824443 628865 195578 3283918 855300 2428618 12595932 DEFERRED COMPENSATION 224693 DEFERRED RENT 10688 235381 X 17459917 42945 875699 -347004 571640 16888277 150 150 16888427 13628195 875699 875699 12752496 150 347004 347154 13099650 PART V, LINE 4: THE BOARD-DESIGNATED FUNDS CONSIST OF THE FOLLOWING FOUR FUNDS: WORKING CAPITAL RESERVE THE WORKING CAPITAL RESERVE IS INTENDED TO PROVIDE CASH NEEDED TO ENSURE SAGE IS ABLE TO MAINTAIN A "MINIMUM CASH ON HAND" TARGET IN ITS ANNUAL OPERATING ACCOUNT. THIS RESERVE OFFSETS SHORT-TERM NEGATIVE CASH FLOW, WHEN EXPENDITURES FROM THE ANNUAL OPERATING ACCOUNT TEMPORARILY OUTPACE CASH RECEIPTS. OPERATING RESERVE THE OPERATING RESERVE IS INTENDED TO BE AN INTERNAL SOURCE OF FUNDS FOR SITUATIONS SUCH AS A SUDDEN INCREASE IN EXPENSES, ONE-TIME UNBUDGETED EXPENSES, UNANTICIPATED LOSS IN FUNDING, OR UNINSURED LOSSES. BUILDING AND CAPITAL ASSET RESERVE THE BUILDING AND CAPITAL ASSET RESERVE IS INTENDED TO PROVIDE A READY SOURCE OF FUNDS FOR REPAIR OR ACQUISITION OF BUILDINGS, LEASEHOLD IMPROVEMENTS AND FURNITURE, FIXTURES AND EQUIPMENT, NECESSARY FOR THE EFFECTIVE OPERATION OF THE ORGANIZATION AND PROGRAMS. STRATEGIC PLAN AND OPPORTUNITY RESERVE THE STRATEGIC PLAN AND OPPORTUNITY RESERVE IS INTENDED TO PROVIDE FUNDS TO MEET INITIATIVES UNDER THE STRATEGIC PLAN OR SPECIAL TARGETS OF OPPORTUNITY OR NEED THAT FURTHERS THE MISSION OF THE ORGANIZATION. THE STRATEGIC PLAN AND OPPORTUNITY RESERVE IS ALSO INTENDED AS A SOURCE OF INTERNAL FUNDS FOR THE ORGANIZATIONAL CAPACITY BUILDING SUCH AS STAFF DEVELOPMENT, RESEARCH AND DEVELOPMENT, OR INVESTMENT IN INFRASTRUCTURE THAT WILL BUILD LONG-TERM CAPACITY AND ENHANCE REVENUE. PART X, LINE 2: THE ORGANIZATION BELIEVES IS HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2020 AND 2019, IN ACCORDANCE WITH THE PROVISIONS OF FASB ASC 740, INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES -347,004. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES 347,004. X X X X X X X 1 TRIPI CONSULTING ASSOCIATES INC 255 PLUTARCH ROAD HIGHLAND NY 12528 FUNDRAISING COUNSEL 0 0 92640 0 GRAHAM PELTON 39 BEECHWOOD ROAD SUMMIT NJ 07901 FUNDRAISING COUNSEL 0 0 36018 0 128658 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY SAGE AWARDS 1144146 1100546 43600 81678 272109 6500 19954 1144146 1100546 43600 81678 272109 6500 19954 380241 -336641 X X 0 0 0 0 0 0 0 0 0 GREGORY MACIAS CHIEF OPERATING OFFICER (OUTGOING) 172797 0 0 0 0 0 7009 0 10361 0 190167 0 0 0 LYNN FARIA EXECUTIVE VICE PRESIDENT 202010 0 0 0 0 0 8223 0 13959 0 224192 0 0 0 MICHAEL ADAMS CHIEF EXECUTIVE OFFICER 353623 0 0 0 0 0 29067 0 13065 0 395755 0 0 0 DAVID VINCENT CHIEF PROGRAM OFFICER 160286 0 0 0 0 0 5578 0 14571 0 180435 0 0 0 HILARY MEYER CHIEF INNOVATION & IMPACT OFFICER 162891 0 0 0 0 0 6668 0 3805 0 173364 0 0 0 X 13 234580 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, THE TREASURER AND THE CHIEF EXECUTIVE OFFICER. PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE, THE RETURN IS PROVIDED TO THE AUDIT COMMITTEE AND TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C SAGE HAS AN ESTABLISHED CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONAIRE THAT DISCLOSE A BUSINESS OR FAMILY RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF THE ORGANIZATION. BOARD MEMBERS ARE ALSO ASKED DISCLOSE IF THEY OR ANY FAMILY MEMBER HAS HAD ANY BUSINESS TRANSACTION WITH THE ORGANIZATION OR ARE EMPLOYED BY THE ORGANIZATION. ANY POSSIBLE CONFLICT MUST BE BROUGHT TO THE ATTENTION OF AT LEAST ONE OF THE BOARD CO-CHAIRS AND THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD IS AUTHORIZED AND DESIGNATED BY THE BOARD OF DIRECTORS AS THE "APPROVAL BODY" FOR THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. A COMPENSATION POLICY HAS BEEN ESTABLISHED BY THE EXECUTIVE COMMITTEE FOR THIS POSITION. THE POLICY INCLUDES USING IMPARTIAL DECISION MARKERS, COMPARABILITY DATA AND CONCURRENT DOCUMENTATION. ONCE ESTABLISHED, A CO-CHAIR WILL NEGOTIATE THE PACKAGE WITH THE INDIVIDUAL WHICH IS THEN PRESENTED TO THE APPROVAL BODY FOR RATIFICATION. FORM 990, PART VI, SECTION C, LINE 19 SAGE'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE AND ANNUAL REPORT AND CAN BE OBTAINED UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,005,344. MANAGEMENT AND GENERAL EXPENSES 59,138. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,064,482. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 486,851. MANAGEMENT AND GENERAL EXPENSES 236,952. FUNDRAISING EXPENSES 153. TOTAL EXPENSES 723,956. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PREVOIUS YEAR. SAGE CROTONA LLC 305 SEVENTH AVENUE 15TH FL NEW YORK NY 10001 821137303 REAL ESTATE NY SAGE C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0