SAGES AND SEEKERS INCORPORATED (EIN 271228196) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

ELLY KATZ

Phone

5084448821

Tax Period

2023-01-01 to 2023-12-31

SAGES AND SEEKERS INCORPORATED, founded in 2010, is a small nonprofit that reported $223K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 19% operating margin.

Mission

SAGES & SEEKERS STRIVES TO COMBAT SOCIAL ISOLATION AND DISSOLVE AGE-RELATED SEGREGATION WITHIN OUR COMMUNITIES, WHILE MEETING THE UNIVERSAL AND COMPELLING NEED OF BOTH ADULTS AND ELDERS TO MAKE SENSE OF THEIR LIVES. WE BRING THE GENERATIONS TOGETHER THROUGH PROGRAMS THAT ENCOURAGE PARTICIPANTS TO SHARE THEIR UNIQUE LIVES THROUGH AUTHENTIC ONE-ON-ONE CONVERSATION AND STORYTELLING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $216,749

Program Service Revenue $6,150

Investment Income $29

Other Revenue $1

TOTAL REVENUE $222,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,953

Fundraising Expenses $21,859

Program Expenses $133,952

Other Expenses $73,248

TOTAL EXPENSES $181,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,929	$169,455	+0.3%
Expenses	$181,060	$169,581	+0.1%
Net Income	$41,869	$-126	-333.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

630

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$27,000

Total Directors

$27,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLY KATZ	Executive Dir.	40.00	Officer Director	$27,000	$0	$27,000
FRISH BRANDT	President	1.00	Officer Director	$0	$0	$0
PAUL HIRSCHBERGER	Vice President	1.00	Officer Director	$0	$0	$0
KATIE ALTMAN	Treasurer	1.00	Officer Director	$0	$0	$0
KRIS HOPFENBECK	Director	1.00	Director	$0	$0	$0
STEPHANIE CHAPPELL	Director	1.00	Director	$0	$0	$0
MARK ROBINSON	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$222,929	$181,060	$223,429	$41,869

SAGES AND SEEKERS INCORPORATED