2026-04-13T12:29:14-05:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 472168942 SAGA INNOVATIONS INC SAGA 3392034700 10 LAUDHOLM RD NEWTON MA 02458 ALAN SAFRAN CEO 3392034700 2026-04-12 1 1 NICHOLE REILLY CPA P01633587 5083669100 2026-04-12 2024 2025-03-06 01:10:19Z X ALAN SAFRAN 10 LAUDHOLM RD NEWTON MA 02458 18740783 0 X WWW.SAGAEDUCATION.ORG X 2014 MA 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. 12 11 481 17 0 0 8361519 12956394 8759378 5124504 801042 659885 0 0 17921939 18740783 0 0 0 0 23805055 20925712 0 0 433424 5634545 4500536 29439600 25426248 -11517661 -6685465 20968981 13941671 1665731 1323886 19303250 12617785 WE LEVERAGE THE PROVEN POWER OF HIGH-IMPACT TUTORING (HIT) TO TRANSFORM PUBLIC EDUCATION AND IMPROVE OUTCOMES FOR UNDERSERVED STUDENTS. 0 0 21564815 5124504 IN FY25, SAGA HAD A PRESENCE WITH PROGRAMS IN NEW YORK, CHICACO, AND MARYLAND WHILE EXPANDING ITS SERVICE SCOPE. 21564815 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 84 0 1 481 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CO FL GA IL MD MA MS NH NJ NM NY NC ND OH OR PA RI SD TN VA WA X X X THE ORGANIZATION 3392034700 10 LAUDHOLM RD NEWTON MA 02458 ALAN SAFRAN CHIEF EXECUTIVE OFFICER 40.00 X X 338196 0 7520 ANTONIO GUTIERREZ CPPAO (UNTIL 4/15/25) 40.00 X X 212196 0 4371 MELANIE DUKES TREASURER 0.50 X X 0 0 0 JARED TAILLEFER CLERK 0.50 X X 0 0 0 KARINE APOLLON DIRECTOR 0.50 X 0 0 0 KARL REID DIRECTOR 0.50 X 0 0 0 PHYLLIS LOCKETT DIRECTOR 0.50 X 0 0 0 ALEX CORTEZ DIRECTOR (UNTIL 11/1/24) 0.50 X 0 0 0 JENNIE MAGIERA DIRECTOR 0.50 X 0 0 0 JULIA QUINN DIRECTOR 0.50 X 0 0 0 KASSIE DAVIS DIRECTOR 0.50 X 0 0 0 MICHAEL LEVINE DIRECTOR 0.50 X 0 0 0 TONY LUCKETT DIRECTOR 0.50 X 0 0 0 WENDY LEE HAINES DIRECTOR 0.50 X 0 0 0 MONIVETT ACEVEDO CHIEF FINANCIAL OFFICER 40.00 X 186955 0 17366 CHRISTOPHER DUPUIS CHIEF DIRECT PROGRAMS OFFICER 40.00 X 186227 0 7550 TIFFANI BIBB CHIEF PEOPLE AND CULTURE OFFICER 40.00 X 171367 0 19100 YESSICA CANCEL PRESIDENT 40.00 X 298520 0 19223 SEAN KELLY VP ENGINEERING 40.00 X 214098 0 9907 THOMAS FISCHABER CHIEF TECHNOLOGY OFFICER 40.00 X 193002 0 19333 JEFFREY WARD PRINCIPAL SOFTWARE ENGINEER 40.00 X 170810 0 17686 R BRENT MILNE VP PRODUCT R&D 40.00 X 176103 0 11210 2147474 0 133266 33 0 1 0 RGI EVENTS & PUBLIC RELATIONS LLC 3716 RIVERWOOD ROAD ALEXANDRIA VA 22314 EVENT PLANNING SERVICES 270223 WHITEBOARD ADVISORS LLC 1000 POTOMAC ST NW SUITE 150 WASHINGTON DC 20007 COMMUNICATIONS, ADVOCACY AND COALITION-B 230684 ADP PO BOX 830272 PHILADELPHIA PA 191820272 PAYROLL PROCESSING 230667 SUMMIT 360 1060 LONE OAK ROAD SUITE 140 EAGAN MN 55121 IT/TECH EQUIPMENT MANAGEMENT SERVICES 214068 AMAZON WEB SERVICES INC 410 TERRY AVENUE NORTH SEATTLE WA 981095210 SERVER HOSTING SERVICES 191222 9 7122293 5834101 12956394 PROGRAM SERVICE FEES 611710 5124504 5124504 5124504 659885 659885 18740783 5124504 0 659885 1187485 217980 854979 114526 16548152 14808365 1553127 186660 182191 157836 21646 2709 1608168 1468347 121184 18637 1399716 1186592 189202 23922 60839 60839 42900 42900 1397417 1206930 157462 33025 353055 283856 61432 7767 84598 68017 14720 1861 164381 132162 28603 3616 467233 375655 81299 10279 69481 55863 12089 1529 121107 97370 21073 2664 SOFTWARE, SUBSCRIPTIONS 981918 789462 170854 21602 PROGRAM SUPPLIES 547260 547260 PROFESSIONAL DEVELOPMEN 167336 134539 29116 3681 PAYROLL FEES AND BACKGR 43011 34581 7484 946 25426248 21564815 3428009 433424 1083712 1472559 7089137 7152823 3146791 3179731 1497648 1701385 294772 193654 355677 114158 125995 241519 7727283 3643 20968981 13941671 1662088 1323886 3643 0 1665731 1323886 X 16613250 9284399 2690000 3333386 19303250 12617785 20968981 13941671 -6685465 0 X X 0 1 X 1 1 1 X 17819185 31384266 18385866 8361519 12956394 88907230 17819185 31384266 18385866 8361519 12956394 88907230 32473958 56433272 243 14635 540858 801042 659885 2016663 90923893 35465650 0.62070 0.60970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 355677 114158 241519 241519 X 18740783 0 18740783 0 18740783 25426248 0 25426248 0 25426248 PART X, LINE 2: 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, 2025. 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. X 0 0 0 0 0 0 0 1 0 ALAN SAFRAN CHIEF EXECUTIVE OFFICER 337196 0 1000 0 0 0 6784 0 736 0 345716 0 0 0 YESSICA CANCEL PRESIDENT 298520 0 0 0 0 0 5144 0 14079 0 317743 0 0 0 SEAN KELLY VP ENGINEERING 209157 0 4941 0 0 0 4388 0 5519 0 224005 0 0 0 ANTONIO GUTIERREZ CPPAO (UNTIL 4/15/25) 211196 0 1000 0 0 0 4003 0 368 0 216567 0 0 0 THOMAS FISCHABER CHIEF TECHNOLOGY OFFICER 192252 0 750 0 0 0 3954 0 15379 0 212335 0 0 0 MONIVETT ACEVEDO CHIEF FINANCIAL OFFICER 186205 0 750 0 0 0 3854 0 13512 0 204321 0 0 0 CHRISTOPHER DUPUIS CHIEF DIRECT PROGRAMS OFFICER 185227 0 1000 0 0 0 3811 0 3739 0 193777 0 0 0 TIFFANI BIBB CHIEF PEOPLE AND CULTURE OFFICER 170617 0 750 0 0 0 3568 0 15532 0 190467 0 0 0 JEFFREY WARD PRINCIPAL SOFTWARE ENGINEER 166573 0 4237 0 0 0 3607 0 14079 0 188496 0 0 0 R BRENT MILNE VP PRODUCT R&D 173575 0 2528 0 0 0 0 0 11210 0 187313 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS. THERE IS DISCRETION ON DETERMINING THE EMPLOYEE'S MERIT AND ON WHETHER A PERCENTAGE OR AN AMOUNT IS PAID. NO PAYMENTS WERE MADE BASED ON THE AMOUNT OF REVENUES EARNED EITHER BY SAGA OR A RELATED PARTY. 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.