Sage Dementia Consulting FY2024 filing

Tax-deductible

Alamo, CA501(c)(3)Since 2024Human ServicesEIN 93-3481871Revenue $27K in FY2024

On file with the IRSsagedementiaconsulting.org2187 Granite Dr, 94507-1633 · Alamo, CATax-exempt since Feb 2024Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $14K a year · 40% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
28 mo
of spending, in cash
Looks good: 27.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$27K
Spent
$8K
To programs
0%
Net assets
$19K
By yearFY2024–FY2025
Revenue
$27K
FY2024
Tap a bar for its year
Revenue by fiscal year
FY2024$27K
FY2025$42K
Expenses
$8K
FY2024
Tap a bar for its year
Expenses by fiscal year
FY2024$8K
FY2025$34K
Net assets
$19K
FY2024
Tap a bar for its year
Net assets by fiscal year
FY2024$19K
FY2025$28K

From the FY2024 Form 990 · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $8K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Gia Barsell’s $7K as Director is at the 19th percentile of top reported officer pay among 202 <$100K human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates the community about dementia, offering support and consultation to families and professionals.

Questions for Sage Dementia Consulting

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Provided by the organization

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1 program · in their own filed words · FY2024
01

Sage dementia consulting provides support & education both in person and via telephone & video calls, with particular emphasis on formation of support groups, educating support staff, providing individual consultations, and hosting dementia related webinars.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$27K
Ln 12
Gifts and grantsLn 1h$25K
Other incomeLn 4–11$2K
Money outPt IX
$8K
Ln 25
Managementcol C$8K
Owns and owesPt X
$19K
net assets · Ln 32
Cash and savingsLn 1–2$19K
Total assetsLn 16$19K
LiabilitiesLn 26$0
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$25K
Government grantsLn 1e$300
Other incomeLn 4–11$2K
Total revenueLn 12$27K
Assets in detailPt X, end of year
CashLn 1$19K
Cash and savings togetherLn 1–2$19K
Total assetsLn 16$19K
LiabilitiesLn 26$0
Net assetsLn 32$19K
OperationsPt I, VI
EmployeesI 52
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$0$19K
Total assetsLn 16$0$19K
LiabilitiesLn 26$0$0
Net assetsLn 32$0$19K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$1K$1K
Other fees for servicesLn 11g$837$837
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$708$708
Information technologyLn 14$690$690
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$199$199
Total functional expensesLn 25$8K$0$8K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $42K$34K$9K$28K 990 PDF
FY2024 Viewing $27K$8K$19K$19K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $27,473 revenue, 12 lines filed
I-8 Contributions and grants$25,142
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$2,331
I-12 Total revenue$27,473
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$8,190
I-18 Total expenses$8,190
I-19 Revenue less expenses$19,283
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $27,473 across 5 lines filed
VIII-1e Government grants$300
VIII-1f All other contributions, gifts and grants$24,842
VIII-1h Total contributions, gifts and grants$25,142
VIII-8 Net income from fundraising eventsExcluded from tax $2,331$2,331
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,331$27,473
Part IX · Statement of functional expenses $8,190 across 7 lines filed
IX-11c Accounting feesManagement $1,165$1,165
IX-11g Other fees for servicesManagement $837$837
IX-12 Advertising and promotionManagement $3,132$3,132
IX-13 Office expensesManagement $708$708
IX-14 Information technologyManagement $690$690
IX-23 InsuranceManagement $1,459$1,459
IX-24 Other expenses (24a–d)Management $199$199
IX-25 Total functional expensesPrograms $0 · Management $8,190 · Fundraising $0$8,190
Part X · Balance sheet $19,283 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $0$18,946
X-9 Prepaid expenses and deferred charges$337
X-16 Total assetsStart of year $0$19,283
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $0$19,283
X-33 Total liabilities and net assetsStart of year $0$19,283
Part XI · Reconciliation of net assets $19,283 net assets at year end
XI-1 Total revenue$27,473
XI-2 Total expenses$8,190
XI-3 Revenue less expenses$19,283
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,283

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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