SAGE DEMENTIA CONSULTING (EIN 933481871) - 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

2024

Legal Domicile

Principal Officer

GIA BARSELL

Phone

9257882640

Tax Period

2025-01-01 to 2025-12-31

SAGE DEMENTIA CONSULTING, founded in 2024, is a micro nonprofit in the Human Services sector that reported $42K in total revenue in fiscal year 2025. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 21% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE DEMENTIA EDUCATION WITHIN THE LOCAL COMMUNITY. CERTIFIED DEMENTIA SPECIALISTS WILL PROVIDE EDUCATION AND CONSULTATION TO FAMILIES, STAFF AT ASSISTED LIVING FACILITIES, HEALTH CARE PROFESSIONALS, AND ALSO FACILITATE DEMENTIA CARE PARTNER SUPPORT GROUPS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $39,736

Program Service Revenue $0

Investment Income $0

Other Revenue $2,726

TOTAL REVENUE $42,462

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,006

Fundraising Expenses $0

Program Expenses $25,725

Other Expenses $14,677

TOTAL EXPENSES $33,683

Year-over-Year Comparison

	2025	2024	Change
Revenue	$42,462	$27,473	+0.5%
Expenses	$33,683	$8,190	+3.1%
Net Income	$8,779	$19,283	-0.5%

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

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

$7,000

Total Directors

$7,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GIA BARSELL	DIRECTOR	40.00	Officer Director	$7,000	$0	$7,000
ED BETTENCOURT	DIRECTOR	10.00	Officer Director	$0	$0	$0
CARA VARON	DIRECTOR	8.00	Officer Director	$0	$0	$0
BRIAN KNADLE	DIRECTOR	8.00	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
2025	$42,462	$33,683	$28,062	$8,779
2024	$27,473	$8,190	$19,283	$19,283

SAGE DEMENTIA CONSULTING