SAGE LEADERS (EIN 851190550) - 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

2020

Principal Officer

CHRISTINA SHIMIZU

Phone

2065685000

Tax Period

2024-01-01 to 2024-12-31

SAGE LEADERS, founded in 2020, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $933K left a modest 12% surplus.

Mission

SAGE LEADERS CULTIVATES DEEP DEMOCRACY IN WASHINGTON STATE BY DEVELOPING BLACK, INDIGENOUS AND PEOPLE OF COLOR COMMUNITY LEADERS FOR CIVIC AND ELECTED LEADERSHIP.

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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 $1,041,423

Program Service Revenue $0

Investment Income $16,366

Other Revenue $0

TOTAL REVENUE $1,057,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $791,225

Fundraising Expenses $102,645

Program Expenses $659,394

Other Expenses $142,111

TOTAL EXPENSES $933,336

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,057,789	$848,108	+0.2%
Expenses	$933,336	$796,415	+0.2%
Net Income	$124,453	$51,693	+1.4%

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

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

$113,519

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINA SHIMIZU	CO-EXEC DIRE	15.00	Director	$0	$0	$113,519
SARAH CHERIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ESTHER HANDY	BOARD MEMBER	N/A	Director	$0	$0	$0
JENNELL HICKS	BOARD MEMBER	N/A	Director	$0	$0	$0
TIFFANY MENDOZA	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHEMONA MORENO	BOARD MEMBER	N/A	Director	$0	$0	$0
STEFAN MORITZ	BOARD MEMBER	N/A	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	$1,057,789	$933,336	$1,213,967	$124,453
2023	$848,108	$796,415	$1,096,025	$51,693
2022	$689,156	$539,068	$961,914	$150,088
2021	$727,597	$510,589	$837,328	$217,008
2020	$138,108	$90,394	$67,849	$47,714

SAGE LEADERS