Nonprofit · EIN 38-3097160
SAGA FOUNDATION
Tax-exempt · KALAMAZOO, MI 49007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,093,645 | $2,209,755 | -$1,116,110 | $12,585,303 | $84,769 | $12,500,534 |
| December 31, 2023 | 990-PF | $635,681 | $2,275,015 | -$1,639,334 | $13,928,245 | $311,601 | $13,616,644 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $377,687
- Interest
- $53,748
- Net gain from sales of assets
- $662,210
Expenses
- Grants and similar amounts paid
- $1,747,530
- Compensation of officers, directors and key employees
- $210,380
- Disbursements for charitable purposes
- $2,357,832
- Excise tax on investment income
- $14,656
Balance sheet and other
- Total assets, start of year
- $13,928,245
- Total assets, end of year
- $12,585,303
- Total liabilities, end of year
- $84,769
- Net assets, end of year
- $12,500,534
- Fair market value of assets
- $14,881,144
- Qualifying distributions
- $2,357,832
- Net investment income
- $1,093,645
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID J BARTOSHUK 979 Arlington Road, Redwood City, CA 940621848 | PRESIDENT/DIRECTOR | 40 | $179,181 |
| SHERIE BERGER 136 EAST MICHIGAN AVENUE, KALAMAZOO, MI 490073936 | DIRECTOR | 1 | $31,199 |
| JAMES C MELVIN 136 EAST MICHIGAN AVENUE, SUITE 1201, KALAMAZOO, MI 490073936 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| BRADLEY E WELLER 136 EAST MICHIGAN AVENUE, SUITE 1201, KALAMAZOO, MI 490073936 | TREASURER/DIRECTOR | 1 | $0 |
| LOYAL A ELDRIDGE III 136 EAST MICHIGAN AVENUE, SUITE 1201, KALAMAZOO, MI 490073936 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID J BARTOSHUK 979 Arlington Road, Redwood City, CA 940621848 | PRESIDENT/TRUSTEE | 1 | $173,625 |
| SHERIE BERGER 136 EAST MICHIGAN AVENUE, KALAMAZOO, MI 490073936 | TRUSTEE | 1 | $30,231 |
| JAMES C MELVIN 136 EAST MICHIGAN AVENUE, SUITE 1201, KALAMAZOO, MI 490073936 | VICE PRESIDENT/TRUSTEE | 1 | $0 |
| BRADLEY E WELLER 136 EAST MICHIGAN AVENUE, SUITE 1201, KALAMAZOO, MI 490073936 | TREASURER/TRUSTEE | 1 | $0 |
| LOYAL A ELDRIDGE III 136 EAST MICHIGAN AVENUE, SUITE 1201, KALAMAZOO, MI 490073936 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 136 E MICHIGAN AVE STE 1201, KALAMAZOO, MI 49007-3918
- In care of
- % THE CONNABLE OFFICE INC
- Signed the 990-PF
- JAMES C MELVIN, VICE PRESIDENT
- Phone
- (269) 382-5800
- Website
- www.sagafoundation.org
- Return prepared by
- BDO USA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-3097160
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $12,585,303
- Income (IRS master file)
- $5,284,192
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,093,645 | $2,209,755 | $12,585,303 | IRS |
| 990-PF | December 2023 | $635,681 | $2,275,015 | $13,928,245 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3097160).
Questions about SAGA FOUNDATION
- What is the EIN of SAGA FOUNDATION?
- The employer identification number (EIN) of SAGA FOUNDATION is 38-3097160.
- Is SAGA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to SAGA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does SAGA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAGA FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAGA FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SAGA FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $179,181 (DAVID J BARTOSHUK, PRESIDENT/DIRECTOR).
- How much revenue does SAGA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,093,645, expenses of $2,209,755 and total assets of $12,585,303 at year end.
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