SENIOR ADVOCATES FOR GENERATIONAL EQUITY SAGE

EIN: 453599268 501(c)(3) Human Services

PORTLAND, OR

Total Revenue
$550,017
Total Expenses
$345,251
Total Assets
$826,277
Net Assets
$819,389
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
OR
Principal Officer
STEPHEN HIGGS
Phone
9717176570
Tax Period
2024-07-01 to 2025-06-30

SENIOR ADVOCATES FOR GENERATIONAL EQUITY SAGE, founded in 2012, is a small nonprofit in the Human Services sector that reported $550K in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $205K, a strong 37% operating margin.

Mission

SAGE SPARKS THE IMAGINATION AND COMMITMENT OF PEOPLE OVER 50 WHO BELIEVE IN GENERATIONAL EQUITY: EACH GENERATION HAS THE RESPONSIBILITY TO GIVE FORWARD AND IMPROVE THE QUALITY OF LIFE FOR THE NEXT. TO ACCOMPLISH OUR WORK, WE RAISE AWARENESS ABOUT MAJOR CHALLENGES FACING THE FUTURE IN EDUCATION, THE ENVIRONMENT, AND THE ECONOMY (THE 3 ES), CONNECT PEOPLE TO RESOURCES AND OPPORTUNITIES TO GET INVOLVED, AND TRAIN AND SUPPORT PEOPLE TO ACTIVELY ENGAGE IN SOCIAL CAUSES AND NONPROFIT ORGANIZATIONS. WE WORK ACROSS GENERATIONS BECAUSE WE NEED EACH OTHER AND THE FUTURE NEEDS ALL THE ADVOCATES IT CAN GET.

Program Service Accomplishments

Program 1
Expenses: $143,536 Revenue: $5,185

LEADERSHIP & EDUCATION. SAGE SPARKS THE IMAGINATION AND COMMITMENT OF PEOPLE OVER FIFTY WHO BELIEVE IN GENERATIONAL EQUITY - THE RESPONSIBILITY TO GIVE FORWARD AND IMPROVE LIFE FOR THE NEXT...

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LEADERSHIP & EDUCATION. SAGE SPARKS THE IMAGINATION AND COMMITMENT OF PEOPLE OVER FIFTY WHO BELIEVE IN GENERATIONAL EQUITY - THE RESPONSIBILITY TO GIVE FORWARD AND IMPROVE LIFE FOR THE NEXT GENERATION. BUILDING ON MORE THAN A DECADE OF PROGRESS, THIS YEAR WE ENGAGED OVER 5,000 PEOPLE IN EFFORTS TO CREATE OPPORTUNITIES FOR FUTURE GENERATIONS TO THRIVE. THROUGH OUR CONNECT & ENGAGE SERIES, WE WELCOMED NEW PARTICIPANTS AND HELPED THEM FIND MEANINGFUL PATHWAYS TO GIVE FORWARD. WE HOSTED OR SUPPORTED 13 DISCUSSIONS AND WORKSHOPS THAT EXPLORED THE CHALLENGES FACING THE FUTURE, WAYS INDIVIDUALS CAN MAKE A DIFFERENCE, AND THE SUPPORT, RESOURCES, AND COMMUNITY NEEDED TO TAKE ACTION. THESE EVENTS FOCUSED ON KEY TOPICS SUCH AS CIVIC ENGAGEMENT, COMMUNITY RESILIENCE, AND HOUSING SECURITY. AS PART OF THIS SERIES, WE ALSO HELD OUR THIRD SAGE AWARDS EVENT, CELEBRATING OUR COMMUNITY AND HONORING EXCEPTIONAL SERVICE TO FUTURE GENERATIONS. THROUGHOUT THE YEAR, WE ALSO PROVIDED ONE-TO-ONE MEETINGS WITH OUR COMMUNITY CONNECTORS TO HELP MATCH INDIVIDUALS' INTERESTS WITH MEANINGFUL GIVEFORWARD OPPORTUNITIES IN THEIR COMMUNITIES. TO COMPLEMENT THIS WORK, WE DEVELOPED AND SHARED STORIES HIGHLIGHTING PEOPLE WHO ARE MAKING A DIFFERENCE BY ADVANCING EDUCATION, RESTORING THE ENVIRONMENT, AND EXPANDING ECONOMIC OPPORTUNITY.

Program 2
Expenses: $48,679 Revenue: $28,901

VISITING SAGE. THROUGH OUR VISITING SAGE PROGRAM, WE HOST SPEAKERS WHO ILLUMINATE MAJOR CHALLENGES AND OPPORTUNITIES FACING THE FUTURE AND INSPIRE PEOPLE TO TAKE MEANINGFUL ACTION. THIS YEAR, WE HELD...

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VISITING SAGE. THROUGH OUR VISITING SAGE PROGRAM, WE HOST SPEAKERS WHO ILLUMINATE MAJOR CHALLENGES AND OPPORTUNITIES FACING THE FUTURE AND INSPIRE PEOPLE TO TAKE MEANINGFUL ACTION. THIS YEAR, WE HELD OUR NINTH VISITING SAGE EVENT, FEATURING DR. JANE GOODALL ON THE FUTURE OF HOPE. DR. GOODALL SHARED PERSONAL REFLECTIONS ON HER REMARKABLE LIFE, HER GROUNDBREAKING WORK, AND HER ENDURING MESSAGE OF HOPE FOR OUR PLANET. THE FOLLOWING DAY, SHE MET WITH STUDENTS TO LEARN ABOUT THEIR CONSERVATION AND RESEARCH PROJECTS. TOGETHER, THESE EVENTS REMINDED ALL OF US OF THE POWER OF INSPIRING HOPE THROUGH LOCAL ACTION - AND OF THE IMPORTANCE OF WORKING ACROSS GENERATIONS TO MAKE A POSITIVE DIFFERENCE IN OUR WORLD.

Program 3
Expenses: $104,044 Revenue: $2,500

SAGE TEAMS. SAGE TEAMS BRING TOGETHER GROUPS OF PEOPLE AND ORGANIZATIONS WHO COLLABORATE TO ACHIEVE SHARED GOALS ALIGNED WITH OUR THREE PRIORITY AREAS: EDUCATION, THE ENVIRONMENT, AND ECONOMIC...

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SAGE TEAMS. SAGE TEAMS BRING TOGETHER GROUPS OF PEOPLE AND ORGANIZATIONS WHO COLLABORATE TO ACHIEVE SHARED GOALS ALIGNED WITH OUR THREE PRIORITY AREAS: EDUCATION, THE ENVIRONMENT, AND ECONOMIC OPPORTUNITY. THROUGH OUR VISION 2030 TEAM, WE PROVIDED EDUCATION ABOUT PORTLAND'S 2030 CLIMATE GOALS, RELATED SOLUTIONS, AND EMERGING WORKFORCE OPPORTUNITIES. THIS YEAR, WE FACILITATED MORE THAN 50 LESSONS AND FOUR ALLSCHOOL FAIRS, REACHING OVER 2,000 STUDENTS. THROUGH OUR CITIZEN PROJECT, WE OFFERED 17 EVENTS - INCLUDING A STATEWIDE CONVENING - TO ENCOURAGE PEOPLE TO WORK ACROSS DIFFERENCES AND ADDRESS COMMUNITY CHALLENGES COLLABORATIVELY. WE ALSO SUPPORTED TWO PROGRAMS THAT ENGAGE OLDER ADULTS AS MENTORS AND TUTORS, HELPING MORE THAN 200 ELEMENTARY AND MIDDLE SCHOOL STUDENTS STRENGTHEN THEIR READING AND MATH SKILLS. OUR PROGRAM FOR EMERGING LEADERS ORGANIZED TWO INTERGENERATIONAL SERVICE EVENTS THAT ENCOURAGE PEOPLE OF ALL AGES TO SERVE TOGETHER. OUR EVS FOR ALL TEAM SUPPORTED TWO ELECTRIC VEHICLE CAR SHARE PROGRAMS. TOGETHER, THESE EFFORTS SHOW THE POWER OF WORKING COLLECTIVELY TO BUILD A BRIGHTER FUTURE IN WHICH YOUNGER AND FUTURE GENERATIONS CAN THRIVE.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $468,103
Program Service Revenue $36,586
Investment Income $45,328
Other Revenue $0
TOTAL REVENUE $550,017

Expense Breakdown

Grants Paid $0
Salaries & Benefits $196,795
Fundraising Expenses $19,583
Program Expenses $296,259
Other Expenses $148,456
TOTAL EXPENSES $345,251

Year-over-Year Comparison

2024 2023 Change
Revenue $550,017 $393,791 +0.4%
Expenses $345,251 $302,044 +0.1%
Net Income $204,766 $91,747 +1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
5
Volunteers
200

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
4
$95,879
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARCUS WOOD PRESIDENT AND DIRECTOR 3.00
Officer Director
$0 $0 $0
NEAL NAIGUS SECRETARY AND DIRECTOR 2.00
Officer Director
$0 $0 $0
S WARD GREENE DIRECTOR 10.00
Director
$0 $0 $0
JOE DABEK DIRECTOR 4.00
Director
$0 $0 $0
WILLIAM HOWE DIRECTOR 10.00
Director
$0 $0 $0
BEN MANNY DIRECTOR 4.40
Director
$0 $0 $0
CRYSTAL MOUZON DIRECTOR 0.80
Director
$0 $0 $0
RICK NITTI DIRECTOR 1.50
Director
$0 $0 $0
SHEILA PANYAM DIRECTOR 1.00
Director
$0 $0 $0
STEPHANIE SMITH DIRECTOR 2.00
Director
$0 $0 $0
CAMERON WICK DIRECTOR 1.00
Director
$0 $0 $0
JOYCE MCCULLOCH DIRECTOR 2.00
Director
$0 $0 $0
EILEEN DRAKE DIRECTOR (THROUGH 4/13/25) 1.00
Director
$0 $0 $0
STEPHEN HIGGS EXECUTIVE DIRECTOR 40.00
Officer
$95,879 $0 $95,879
JEFF GUDMAN TREASURER 1.00
Officer
$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
2025 $550,017 $345,251 $826,277 $204,766
2024 $393,791 $302,044 $618,408 $91,747
2023 $372,985 $259,321 $507,526 $113,664
2022 $426,473 $336,971 $387,415 $89,502
2021 $393,393 $297,953 $296,584 $95,440
2020 $378,979 $206,471 $225,746 $172,508
2018 $194,906 $176,441 $56,760 $18,465
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