Nonprofit · EIN 56-2591517
SAGE FINANCIAL SOLUTIONS INC
Tax-exempt (reinstated) · PINOLE, CA 94564
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $551,316 | $779,031 | -$227,715 | $254,220 | $158,901 | $95,319 |
| December 31, 2023 | 990 | $763,079 | $694,281 | $68,798 | $434,507 | $209,531 | $224,976 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $551,306
- Investment income
- $10
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $278,000
- Other salaries and wages
- $201,134
- Salaries, compensation and benefits (total)
- $479,134
- Professional fundraising fees
- $0
- Legal fees
- $3,500
- Accounting fees
- $14,201
- Occupancy
- $13,200
- Travel
- $14,829
- Program services (functional)
- $450,166
- Management and general (functional)
- $328,865
Balance sheet and other
- Total assets, start of year
- $434,507
- Total assets, end of year
- $254,220
- Total liabilities, end of year
- $158,901
- Net assets, end of year
- $95,319
- Net assets without donor restrictions
- $95,319
- Gross receipts
- $551,316
- Employees
- 0
- Year formed
- 2005
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAUNDRA DAVIS | CEO Officer | 40 | $278,000 |
| SARITA EVANS | CHAIRMAN Officer | 0 | $0 |
| HOLLY GILLIAN-KENDELCFP CLU | TREASURER Officer | 0 | $0 |
| LUCIA MATTOX | DIRECTOR Officer | 0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAUNDRA D DAVIS | President & CEO Trustee or director, Officer | 40 | $148,000 |
| SARITA EVANS | Chairman Trustee or director | 2 | $0 |
| HOLLY GILLIAN-KENDEL CFP CLU | Treasurer Trustee or director | 2 | $0 |
| LUCIA MATTOX | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2101 PEAR ST UNIT 6, PINOLE, CA 94564-6000
- In care of
- % SAUNDRA DAVIS
- Mailing address (990-N for 2025)
- 2101 PEAR STREET STE UNIT 6, Pinole CA 94564
- Principal officer (990 for 2024)
- SAUNDRA DAVIS, 2101 PEAR STREET Ste UNIT 6, Pinole, CA 94564
- Principal officer (990-N for 2025)
- SAUNDRA DAVIS, 2101 PEAR STREET Ste UNIT 6, Pinole CA 94564
- Signed the 990
- SAUNDRA DAVIS, CEO
- Phone
- (415) 413-7243
- Return prepared by
- Taxable Solutions Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 56-2591517 or by the name SAGE FINANCIAL SOLUTIONS INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SAGE FINANCIAL SOLUTIONS BRIDGES THE GAP BETWEEN FINANCIAL SERVICES PROFESSIONS AND LOW-WEALTH COMMUNITIES BY PROVIDING SUPPORT TO COMMUNITY BASED ORGANIZATIONS (CBOS) AND FINANCIAL LIFE SKILLS PROGRAMS. WE BELIEVE EVERYONE DESERVES ACCESS TO COMPETENT, ETHICAL FINANCIAL SERVICES
Program accomplishments
- COMPLETED TRAINING FOR 180 COMMUNITY BASED STAFF WHO SERVE MODERATE INCOME CLIENTS. 175 OF THESE INDIVUDUALS WERE CERTIFIED. PROVIDED MORE THAN 300 HOURS DIRECT COACHING FOR BLACK ECONOMIC EQUITY MOVEMENT (BEEM), PROVIDED PROFESSIONAL DEVELOPMENT FOR 200 COMMUNITY MANAGERS FOR A MAJOR BANKING INSTITUTION FOR OUTREACH TO UNDER SERVED COMMUNITIES.Expenses $450,166 · grants $200,000 · revenue $351,306
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2591517
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Human services (P51)
Revocation and reinstatement
- Exemption revoked
- May 15, 2012
- Posted by the IRS
- February 11, 2013
- Reinstated
- Effective May 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: SAUNDRA DAVIS | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | December 2024 | $551,316 | $779,031 | $254,220 | IRS |
| 990 | December 2023 | $763,079 | $694,281 | $434,507 | XML |
| 990 | December 2022 | $642,593 | $623,693 | $432,926 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2008 Officer: Saundra Davis | December 31, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
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 56-2591517).
Questions about SAGE FINANCIAL SOLUTIONS INC
- What is the EIN of SAGE FINANCIAL SOLUTIONS INC?
- The employer identification number (EIN) of SAGE FINANCIAL SOLUTIONS INC is 56-2591517.
- Is SAGE FINANCIAL SOLUTIONS INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective May 15, 2012.
- Are donations to SAGE FINANCIAL SOLUTIONS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAGE FINANCIAL SOLUTIONS INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of SAGE FINANCIAL SOLUTIONS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAGE FINANCIAL SOLUTIONS INC last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of SAGE FINANCIAL SOLUTIONS INC?
- The 990 for the year ended December 31, 2024 names SAUNDRA DAVIS.
- Who are the officers and directors of SAGE FINANCIAL SOLUTIONS INC?
- The 990 for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $278,000 (SAUNDRA DAVIS, CEO).
- How much revenue does SAGE FINANCIAL SOLUTIONS INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $551,316, expenses of $779,031 and total assets of $254,220 at year end.
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