SAGE PATIENT ADVOCATES

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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

2014

Legal Domicile

Principal Officer

GENEVIEVE KANDEL

Phone

8584146593

Tax Period

2023-11-01 to 2024-10-31

SAGE PATIENT ADVOCATES, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $198K in total revenue in fiscal year 2023. Revenue surged 85% from the prior year, signaling strong growth momentum. Expenses of $249K exceeded revenue, resulting in a 26% operating deficit.

Mission

SAGE PATIENT ADVOCATES SUPPORTS PATIENTS IN THEIR BATTLE WITH SERIOUS ILLNESS. ALTHOUGH WE DO NOT PROVIDE MEDICAL ADVICE, SAGE MAY HELP A PATIENT IDENTIFY PHYSICIANS, GENETIC/PERSONALIZED MEDICINE EXPERTS TO CONSULT WITH AND OFTEN, WE ASSIST THE PATIENT SECURE APPOINTMENTS WITH THOSE PROFESSIONALS. WE OFTEN HELP THE PATIENT FORMULATE QUESTIONS FOR THE PATIENT'S MEDICAL ADVISORS, AND WE ALSO MAY ATTEND CONSULTATIONS WITH THE PATIENT, IN PERSON, BY PHONE OR TELEMEDICINE CONSULTS.SAGE'S PHILOSOPHY IS THAT A SECOND OPINION OR EVEN MULTIPLE SECOND OPINIONS, MAY BE BENEFIDCIAL TO THE PATIIENT. WE ALSO ENCOURAGE PATIENTS TO BECOME MORE KNOWLEDGEABLE ABOUT AND CONSIDER SUPPORTIVE CARE SERVICES, IF APPROPRIATE.

Program Service Accomplishments

Program 1

Expenses: $248,832

SAGE PATIENT ADVOCATES SUPPORTS PATIENTS IN THEIR BATTLE WITH SERIOUS ILLNESS. ALTHOUGH WE DO NOT PROVIDE MEDICAL ADVICE, SGE MAY HELP A PATIENT IDENTIFY PHYSICIANS, GENETIC/PERSONALIZED MEDICINE...

SAGE PATIENT ADVOCATES SUPPORTS PATIENTS IN THEIR BATTLE WITH SERIOUS ILLNESS. ALTHOUGH WE DO NOT PROVIDE MEDICAL ADVICE, SGE MAY HELP A PATIENT IDENTIFY PHYSICIANS, GENETIC/PERSONALIZED MEDICINE EXPERTS TO CONSULT WITH AND OFTEN, WE ASSISTTHE PATIENT SECURE APPOINTMENTS WITH THOSE PROFESSIONALS. WE OFTEN HELP THE PATIENT FORMULATE QUESTIONS FOR THE PATIENT'S MEDICAL ADVISORS, AND WE, ALSO MAY ATTEND CONSULTATIONS WITH THE PATIENT, IN PERSON, BY PHONE OR TELEMEDICINE CONSULTS.

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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 $196,635

Program Service Revenue $0

Investment Income $1,580

Other Revenue $0

TOTAL REVENUE $198,215

Expense Breakdown

Grants Paid $38,769

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,832

Other Expenses $210,063

TOTAL EXPENSES $248,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$198,215	$107,284	+0.8%
Expenses	$248,832	$289,230	-0.1%
Net Income	$-50,617	$-181,946	-0.7%

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

N/A

Employees

N/A

Volunteers

N/A

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
STEPHEN KANDEL	PRESIDENT	60.00	Officer Director	$0	$0	$0
GENEVIEVE KANDEL	CHIEF FINANCIAL OFFICER	10.00	Officer 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	$198,215	$248,832	$416,642	$-50,617