SAGEWOOD RESIDENTS' FOUNDATION (EIN 462328702) - 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

2013

Legal Domicile

Principal Officer

JAMES A FAGERSON

Phone

4802509999

Tax Period

2024-01-01 to 2024-12-31

SAGEWOOD RESIDENTS' FOUNDATION, founded in 2013, is a small nonprofit in the Education sector that reported $451K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 26% operating margin.

Mission

PROVIDE SCHOLARSHIPS

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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 (2024)

Revenue Breakdown

Contributions & Grants $418,294

Program Service Revenue $0

Investment Income $32,887

Other Revenue $0

TOTAL REVENUE $451,181

Expense Breakdown

Grants Paid $325,224

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $332,827

Other Expenses $7,603

TOTAL EXPENSES $332,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$451,181	$359,632	+0.3%
Expenses	$332,827	$240,563	+0.4%
Net Income	$118,354	$119,069	0.0%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROE VASELAAR	PRESIDENT	10	Officer Director	$0	$0	$0
SUSAN GROENEVELD	VICE PRESIDENT	5	Officer Director	$0	$0	$0
PAT SEYER	SECRETARY	5	Officer Director	$0	$0	$0
JIM FAGERSON	TREASURER	5	Officer Director	$0	$0	$0
PETER BUSECK	BOARD MEMBER	0	Director	$0	$0	$0
RICK COHEN	BOARD MEMBER	0	Director	$0	$0	$0
TOM CREWS	BOARD MEMBER	0	Director	$0	$0	$0
RICK HESS	BOARD MEMBER	0	Director	$0	$0	$0
NEAL KURN	BOARD MEMBER	0	Director	$0	$0	$0
PAT MELLENDORF	BOARD MEMBER	1	Director	$0	$0	$0
BOB PATTERSON	BOARD MEMBER	1	Director	$0	$0	$0
LAURIE PORTER	BOARD MEMBER	0	Director	$0	$0	$0
SCOTT REDFIELD	BOARD MEMBER	5	Director	$0	$0	$0
MARLENE ROSS	BOARD MEMBER	5	Director	$0	$0	$0
BILL SEFTON	BOARD MEMBER	5	Director	$0	$0	$0
HARVEY STEDMAN	BOARD MEMBER	5	Director	$0	$0	$0
CARL YODER	BOARD MEMBER	0	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
2024	$451,181	$332,827	$646,714	$118,354
2023	$344,262	$209,701	$437,645	$134,561
2022	$262,386	$208,856	$303,084	$53,530
2021	$247,444	$204,392	$249,554	$43,052
2020	$214,492	$265,997	$206,502	$-51,505

SAGEWOOD RESIDENTS' FOUNDATION