2025-03-14T15:13:47-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 132947657 SERVICES AND ADVOCACY FOR GAY LESBIAN BISEXUAL AND TRANSGENDER ELDERS INC SERV 2127412247 305 SEVENTH AVENUE 15TH OOR 15TH NEW YORK NY 10001 DAVID RIVERA-GARCIA EXECUTIVE VICE PRESIDENT/CFO 2127412247 2025-03-10 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-03-10 2023 2025-03-06 01:10:19Z DAVID RIVERA-GARCIA 305 SEVENTH AVENUE 15TH OOR 15TH NEW YORK NY 10001 18960875 0 X WWW.SAGEUSA.ORG X 1978 NY THE COUNTRY'S LARGEST AND OLDEST ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF LGBTQ+ ELDERS 28 28 153 500 0 0 16798033 16669304 905053 859670 152572 423355 -676110 12374 17179548 17964703 299206 492053 0 0 12215009 14022512 0 128265 3151105 8445630 8438447 20959845 23081277 -3780297 -5116574 35953099 32111242 10603698 11270824 25349401 20840418 X SERVICES AND ADVOCACY FOR GAY, LESBIAN, BISEXUAL, AND TRANSGENDER ELDERS, INC. (SAGE) IS THE COUNTRY'S LARGEST AND OLDEST ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF LGBTQ+ OLDER ADULTS. FOUNDED IN 1978 AND HEADQUARTERED IN NEW YORK CITY, SAGE IS A NATIONAL ORGANIZATION THAT OFFERS SUPPORTIVE SERVICES AND RESOURCES FOR LGBT OLDER ADULTS AND THEIR CAREGIVERS, ADVOCATES FOR PUBLIC POLICY CHANGES THAT ADDRESS THE NEEDS OF LGBT OLDER PEOPLE AND PROVIDES TRAINING FOR LGBT ORGANIZATIONS AND AGENCIES PROVIDING SERVICES TO OLDER ADULTS, LARGELY THROUGH SAGECARE AND ITS NATIONAL RESOURCE CENTER ON LGBT AGING. WITH STAFF CONCENTRATED IN NEW YORK CITY AND IN VARIOUS PARTS OF THE COUNTRY, SAGE HAS PARTNERS ACROSS THE COUNTRY AND THE GLOBE. 0 0 15122765 416319 972769 SERVICES AND PROGRAMS: SAGE OFFERS INNOVATIVE SERVICES AND PROGRAMS TO LGBTQ+ OLDER PEOPLE NATIONWIDE - THROUGHOUT NEW YORK CITY AND PARTS OF SOUTHERN FLORIDA AND NATIONALLY THROUGH BUILDING CAPACITY OF THE MEMBER ORGANIZATIONS IN OUR SAGECOLLAB PROGRAM. FROM ARTS AND CULTURE, TO HOUSING AND WELLNESS, SAGE'S INNOVATIVE IN PERSON AND VIRTUAL SERVICES AND PROGRAMS SUPPORT THOUSANDS OF LGBTQ+ OLDER PEOPLE IN COMMUNITIES AROUND THE COUNTRY. TO MEET THE NEEDS OF SPECIFIC SUB-POPULATIONS WE OFFER TARGETED PROGRAMMING AND SERVICES FOR TRANSGENDER, NON-BINARY OLDER ADULTS, VETERANS AND HIV+ OLDER PEOPLE. OUR FRIENDLY VISITOR VOLUNTEER PROGRAM THAT HAS BEEN AN ESSENTIAL LIFELINE FOR LGBTQ+ OLDER ADULTS IN NYC IS NOW GROWING TO INCLUDE MORE OF OUR SOUTH FLORIDA PARTICIPANTS. OUR PREMIER LGBTQ+ CULTURAL COMPETENCE TRAINING, SAGECARE TRAINS PROVIDERS OF SERVICES TO ELDERLY POPULATIONS IN THE BEST WAYS TO EFFECTIVELY SUPPORT AND ENGAGE LGBTQ+ ELDERS IN LONG-TERM CARE FACILITIES AND OTHER SETTINGS. 2367793 75734 0 PUBLIC OUTREACH: SAGE ADVOCATES AT THE FEDERAL, STATE AND LOCAL LEVELS FOR PUBLIC POLICIES TO IMPROVE THE AGING EXPERIENCE AND ACCESS TO AGING SERVICES AMONG THE GROWING POPULATION OF LGBTQ+ 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 LGBTQ+ OLDER PEOPLE AND OLDER PEOPLE LIVING WITH HIV. ADDITIONALLY, SAGE WORKS WITH LOCAL LGBTQ+ ADVOCATES AROUND THE COUNTRY TO DEVELOP AND ACHIEVE THEIR LOCAL AND STATE POLICY AGENDAS. SAGE BUILDS THE CAPACITY OF LOCAL COMMUNITY-BASED ORGANIZATIONS NATIONWIDE TO PROVIDE SERVICES AND TO ENGAGE IN POLICY ADVOCACY THAT IMPROVES THE LIVES OF THEIR LOCAL CONSTITUENTS, BUILDING A NATIONAL LGBTQ+ AGING MOVEMENT. 17490558 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 259 0 1 153 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY AL AZ 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 RI SC TN TX UT VT VA WA WV WI WY SD ID IA IN DE X X DAVID RIVERA-GARCIA 2127412247 305 SEVENTH AVENUE 15TH FLOOR NEW YORK NY 10001 MICHAEL ADAMS CHIEF EXECUTIVE OFFICER 35.00 X 381346 0 65756 LYNN FARIA EXECUTIVE VICE PRESIDENT 35.00 X 264961 0 29320 DAVID RIVERA-GARCIA EXECUTIVE VICE PRESIDENT/CFO 35.00 X 265511 0 26791 MARSHA BONNER CHIEF PEOPLE & CULTURE OFFICER 35.00 X 188231 0 17553 MICHELE GIORDANO EXECUTIVE DIRECTOR SAGEVENTURE 35.00 X 166776 0 6203 JOHANNA OSBURN DEVELOPMENT STRATEGIST 35.00 X 218160 0 0 CHRISTINA DACOSTA CHIEF EXPERIENCE OFFICER 35.00 X 164383 0 27064 HECTOR VARGAS ACTING CHIEF NAT'L INITIATIVES OFC. 35.00 X 165873 0 5960 RUTH EISENBERG CO-CHAIR 1.00 X X 0 0 0 KEVIN WILLIAMS CO-CHAIR 1.00 X X 0 0 0 SCOTT BENNETT SECRETARY 1.00 X X 0 0 0 DAVID DE FIGUEIREDO TREASURER 1.00 X X 0 0 0 STACI ALEXANDER BOARD MEMBER 1.00 X 0 0 0 BANDAR ALTURKMANI BOARD MEMBER 1.00 X 0 0 0 LUANN BOYLAN BOARD MEMBER 1.00 X 0 0 0 IAN LEE BROWN BOARD MEMBER (UNTIL 09/23) 1.00 X 0 0 0 DARRELL BURKS BOARD MEMBER 1.00 X 0 0 0 LORRAINE CARLSON BOARD MEMBER 1.00 X 0 0 0 JONATHAN CARTER BOARD MEMBER 1.00 X 0 0 0 RAHUL CULAS BOARD MEMBER 1.00 X 0 0 0 JEFFREY ERDMAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM BILL ERHARDT BOARD MEMBER 1.00 X 0 0 0 DAWN FISCHER BOARD MEMBER 1.00 X 0 0 0 GRANT GINDER BOARD MEMBER 1.00 X 0 0 0 KELLY HAMILTON BOARD MEMBER 1.00 X 0 0 0 VICKI HOOD BOARD MEMBER 1.00 X 0 0 0 ROY JIMENEZ BOARD MEMBER 1.00 X 0 0 0 ZAK KARIM BOARD MEMBER 1.00 X 0 0 0 MARA KEISLING BOARD MEMBER 1.00 X 0 0 0 BRUCE LEDERMAN BOARD MEMBER 1.00 X 0 0 0 MOLLY LENORE BOARD MEMBER (UNTIL 10/23) 1.00 X 0 0 0 PHIL LUMPKIN BOARD MEMBER (UNTIL 10/23) 1.00 X 0 0 0 WILLARD MCCLOUD III BOARD MEMBER 1.00 X 0 0 0 LOREN OSTROW BOARD MEMBER 1.00 X 0 0 0 BARBARA PEDA BOARD MEMBER (UNTIL 10/23) 1.00 X 0 0 0 CINDY RIZZO BOARD MEMBER (UNTIL 10/23) 1.00 X 0 0 0 JOSUE SANTIAGO BOARD MEMBER 1.00 X 0 0 0 MADY SCHUMAN BOARD MEMBER 1.00 X 0 0 0 LINDA SCOTT BOARD MEMBER (UNTIL 10/23) 1.00 X 0 0 0 ELLIOTT SERNEL BOARD MEMBER 1.00 X 0 0 0 MARK SEXTON BOARD MEMBER 1.00 X 0 0 0 TERESA VERGES BOARD MEMBER (UNTIL 10/23) 1.00 X 0 0 0 ANDREW WERNER BOARD MEMBER (UNTIL 10/23) 1.00 X 0 0 0 SUE WILDER BOARD MEMBER 1.00 X 0 0 0 1815241 0 178647 32 0 1 0 LENZ'S FOOD & CATERING 514 E 20TH STREET NEW YORK NY 10009 FOOD SERVICE 530431 GFP REAL ESTATE LLC 515 MADISON AVENUE 15TH FLOOR NEW YORK NY 10022 UTILITIES AND RENT SPACE 235620 DRG SEARCH LLC 417 RUTLAN AVENUE TEANECK NJ 07666 HIRING SEARCH FIRM 211100 CAREY FORWARD LLC 29L ATLANTIC AVENUE 122 OCEAN VIEW DE 19970 CONSULTING 191968 CIVITAS PUBLIC AFFAIRS GROUP LLC 409 7TH STREET NW SUITE 350 WASHINGTON DC 20004 PUBLIC AFFAIRS 135000 8 1612183 7225575 7831546 49308 16669304 PROGRAM INCOME AND SERVICE FEES 624100 859670 859670 859670 380421 380421 19200 0 19200 19200 19200 589196 546262 42934 42934 42934 322342 1612183 449910 -127568 -127568 DEVELOPERS FEE 531390 113099 113099 MISCELLANEOUS 561439 7643 7643 120742 17964703 972769 0 322630 X 416319 416319 75734 75734 1068134 685574 229131 153429 10264766 8001666 845854 1417246 264051 206299 34771 22981 1550150 1191748 91920 266482 875411 671537 121283 82591 137953 110362 27591 96975 28838 68137 90050 90050 128265 128265 2736340 1988208 487219 260913 279560 168225 81297 30038 651226 333625 18561 299040 482955 370480 45565 66910 405936 405936 383003 249366 73324 60313 150915 53670 93575 3670 327075 283128 21066 22881 799437 736181 38070 25186 103017 79026 9719 14272 CLIENT FOOD AND OTHER 912504 911878 626 REPAIRS AND MAINTENANCE 357131 273959 33694 49478 FOOD AND ENTERTAINMENT 205638 14587 19439 171612 STAFF TRAINING 63639 53536 7447 2656 255093 90626 91951 72516 23081277 17490558 2439614 3151105 1518246 1292326 3748957 2188661 10454347 8346523 263656 411712 208211 378119 16918852 5187933 12469210 11730919 6170129 5782448 1508024 1592853 35953099 32111242 1619421 1874188 343942 838457 7143228 6962386 1497107 1595793 10603698 11270824 X 20316301 16967732 5033100 3872686 25349401 20840418 35953099 32111242 -5116574 607591 0 X 0 1 X 1 1 1 X 16534347 22412309 18439777 16868081 16669304 90923818 16534347 22412309 18439777 16868081 16669304 90923818 2716009 88207809 40574 23222 18068 150165 399621 631650 158511 46559 9505 24018 120742 359335 91914803 0.95970 0.94300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REALIZED GAIN ON INVESTMENTS - 2020 AMOUNT: $ -1,614. 2021 AMOUNT: $ -1,438. FUNDRAISING INCOME - 2021 AMOUNT: $ 1. OTHER - 2019 AMOUNT: $ 158,511. 2020 AMOUNT: $ 48,173. 2021 AMOUNT: $ 10,942. 2022 AMOUNT: $ 24,018. 2023 AMOUNT: $ 120,742. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24270 118999 143269 22938008 23081277 1000000 250000 0 0 781700 991368 1000000 1000000 3773068 5659602 137257 137457 174784 143269 592767 195425 247842 250000 250000 943267 1414901 25435 28339 53085 24270 131129 8497403 460602 2319108 6638897 6904062 2349025 755684 8497403 5356396 1547666 6904062 3612311 1744085 5356396 2566579 1045732 3612311 1.00000 1 0 15153616 4236244 10917372 398885 48609 350276 1365151 902600 462551 1200 480 720 11730919 DEFERRED COMPENSATION 467804 OPERATING LEASE LIABILITY 1127989 1595793 X 19568258 607591 546053 1153644 18414614 -449911 -449911 17964703 24077241 546053 449911 995964 23081277 0 23081277 PART V, LINE 4: THE BOARD-DESIGNATED FUNDS CONSIST OF THE FOLLOWING SIX 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. LOAN RESERVE: THE LOAN RESERVE IS INTENDED TO SET ASIDE $25,000 PER YEAR FOR 40 YEARS IN ORDER TO BE ABLE TO REPAY THE NEW YORK STATE HOUSING TRUST FUND CORPORATION LOAN AT MATURITY. BOARD DESIGNATED ENDOWMENT: THE BOARD DESIGNATED ENDOWMENT FUND IS ESTABLISHED BY THE BOARD AND IS EXPENDED AT THE DISCRETION OF THE BOARD. PART X, LINE 2: SAGE BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024, IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL FUNDRAISING EVENT EXPENSES -449,911. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL FUNDRAISING EVENT EXPENSES 449,911. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS IN THE REGION PASS-THROUGH GRANT FUNDS- GLOBAL EQUITY PROGRAM 75734 0 0 0 0 0 0 75734 0 75734 COSTA RICA PROGRAM SERVICES 55154 ACH 0 FMV EL SALVADOR PROGRAM SERVICES 20580 ACH 0 FMV 0 2 0 0 0 0 0 0 PART I, LINE 2: SAGE MONITORS ALL GRANT FUNDS OUTSIDE THE UNITED STATES THROUGH ITS REGULAR ACOCUNTING POLICIES AND FINANCIAL CONTROLS X X X X X X X 1 THE AVALON CONSULTING GROUP INC 1011 BAY RIDGE AVE UNIT 323 ANNAPOLIS MD 21403 DIRECT MAILING FUNDRAISING 0 0 128265 0 128265 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 1026847 865992 160855 50000 45576 61378 7212 TOYS PARTY 442341 345580 96761 96860 2896 93867 14791 7 465337 400611 64726 26338 20347 9318 21327 1934525 1612183 322342 173198 68819 164563 43330 449910 -127568 SCHEDULE G, PART I, LINE 2B, COLUMN (V) DIRECT MAILING FUNDRAISING 1 SOUTHEAST ASIA RESOURCE ACTION CENTER (SEARAC) 1612 K STREET NORTHWEST SUITE 1400 WASHINGTON DC 20006 521161473 501(C)(3) 35000 0 CONTRIBUTION NATIONAL INDIAN COUNCIL ON AGING 8500 MENAUL BLVD NE STE B-470 ALBUQUERQUE NM 87112 860321646 501(C)(3) 35000 0 CONTRIBUTION NATIONAL HISPANIC COUNCIL ON AGING 2201 12TH STREET NW SUITE 101 WASHINGTON DC 20009 521306347 501(C)(3) 35000 0 CONTRIBUTION NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA) 1511 3RD AVENUE SUITE 914 SEATTLE WA 98101 521266741 501(C)(3) 35000 0 CONTRIBUTION NATIONAL CAUCUS AND CENTER ON BLACK AGING INC 1220 L STREET NORTHWEST SUITE 800 WASHINGTON DC 20005 237455377 501(C)(3) 35000 0 CONTRIBUTION NATIONAL ASIAN PACIFIC CENTER ON AGING (NAPCA) 1511 3RD AVENUE SUITE 914 SEATTLE WA 98101 521266741 501(C)(3) 25000 0 CONTRIBUTION EQUALITY FLORIDA INSTITUTE INC PO BOX 13184 SAINT PETERSBURG FL 33733 593435235 501(C)(3) 15000 0 CONTRIBUTION THE WILLIAMS INSTITUTE BOX 951476 LOS ANGELES CA 90095 952250801 501(C)(3) 14898 0 CONTRIBUTION WAVES AHEAD CORP 1149 AVE AMERICO MIRANDA SAN JUAN PR 00921 660886812 501(C)(3) 8000 0 CONTRIBUTION GOLDEN RAINBOWS OF ILLINIS SOUTH INC 7403 PERSIMMON ROAD DU QUOIN IL 62832 920467783 501(C)(3) 8000 0 CONTRIBUTION SIDE STREET PROJECTS 145 NORTH RAYMOND AVENUE PASADENA CA 91103 954395168 501(C)(3) 8000 0 CONTRIBUTION TRANSFORMATIONS YOUTH GROUP 7416 WORNALL RD KANSAS CITY MO 64114 832753730 501(C)(3) 8000 0 CONTRIBUTION MISSION EDGE SAN DIEGO 2820 ROOSEVELT ROAD SUITE 104 SAN DIEGO CA 92106 272938491 501(C)(3) 8000 0 CONTRIBUTION GOLDEN GIRLZ NC INC 1016 OLD OXFORD ROAD DURHAM NC 27704 845058305 501(C)(3) 8000 0 CONTRIBUTION RED RIVER RAINBOW SENIORS 1105 1ST AVENUE SOUTH FARGO ND 58103 460517923 501(C)(3) 8000 0 CONTRIBUTION MOVEMENT STRATEGY CENTER 1625 CLAY STREET OAKLAND CA 94612 201037643 501(C)(3) 8000 0 CONTRIBUTION 16 0 PART I, LINE 2: SAGE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF EACH GRANT. SAGE'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS ARE DETERMINED BY THE AGREED UPON TERMS IN EACH FUNDER AGREEMENT. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL ADAMS CHIEF EXECUTIVE OFFICER 381346 0 0 0 0 0 44166 0 21590 0 447102 0 0 0 LYNN FARIA EXECUTIVE VICE PRESIDENT 264961 0 0 0 0 0 15000 0 14320 0 294281 0 0 0 DAVID RIVERA-GARCIA EXECUTIVE VICE PRESIDENT/CFO 265511 0 0 0 0 0 13000 0 13791 0 292302 0 0 0 MARSHA BONNER CHIEF PEOPLE & CULTURE OFFICER 188231 0 0 0 0 0 0 0 17553 0 205784 0 0 0 MICHELE GIORDANO EXECUTIVE DIRECTOR SAGEVENTURE 166776 0 0 0 0 0 0 0 6203 0 172979 0 0 0 JOHANNA OSBURN DEVELOPMENT STRATEGIST 218160 0 0 0 0 0 0 0 0 0 218160 0 0 0 CHRISTINA DACOSTA CHIEF EXPERIENCE OFFICER 164383 0 0 0 0 0 5000 0 22064 0 191447 0 0 0 HECTOR VARGAS ACTING CHIEF NAT'L INITIATIVES OFC. 165873 0 0 0 0 0 0 0 5960 0 171833 0 0 0 PART I, LINE 3 A COMPENSATION POLICY HAS BEEN ESTABLISHED BY THE EXECUTIVE COMMITTEE FOR THE CEO POSITION. IT INCLUDES USING IMPARTIAL DECISION MARKERS, COMPARABILITY DATA AND CONCURRENT DOCUMENTATION. X AUCTION ITEMS 20 49308 FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE EXEC VP/CHIEF FINANCIAL OFFICER AND THE CHIEF EXECUTIVE OFFICER. BEFORE FILING WITH THE IRS, THE 990 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 QUESTIONNAIRE THAT DISCLOSES A BUSINESS OR FAMILY RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE OF THE ORGANIZATION. BOARD MEMBERS ARE ALSO ASKED TO DISCLOSE IF THEY OR ANY FAMILY MEMBER HAVE 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 BOARD 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, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT EXPENSES: PROGRAM SERVICE EXPENSES 1,988,208. MANAGEMENT AND GENERAL EXPENSES 487,219. FUNDRAISING EXPENSES 260,913. TOTAL EXPENSES 2,736,340. SAGE CROTONA 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