Public Charity

SAGE FINANCIAL SOLUTIONS INC

SAGE FINANCIAL SOLUTIONS INC, of Pinole, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $551K in revenue, $779K in expenses, $254K in total assets. 2 publicly reported grants to this organization, totaling roughly $120K, appear in IRS filings.

EIN: 562591517 Pinole, CA Latest filing: 2024
Total Revenue$551K
Total Expenses$779K
Total Assets$254K
Grant Records2
Funding Total$120K
Filing Years2019–2024

Mission

SAGE FINANCIAL SOLUTIONS BRIDGES THE GAP BETWEEN FINANCIAL SERVICES PROFESSIONS AND LOW-WEALTH COMMUNITIES BY PROVIDING SUPPORT TO COMMUNITY BASED ORGANIZATIONS (CBOS) AND FINANCIAL LIFE SKILLS PROGRAMS. WE BELIEVE EVERYONE DESERVES ACCESS TO COMPETENT, ETHICAL FINANCIAL SERVICES

Officers & Directors

TREASURER Holly Gillian-Kendelcfp Clu
DIRECTOR Lucia Mattox
CHAIRMAN Sarita Evans
CEO Saundra Davis

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING SUPPORT
$100,000 1 grant
OUTREACH
$20,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $551K $779K $254K
2023 $763K $694K $435K
2022 $643K $624K $433K
2020 $930K $662K $658K
2019 $858K $673K $213K

Between 2019 and 2024, reported annual revenue declined from $858K to $551K (-36%), with total assets most recently reported at $254K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for SAGE FINANCIAL SOLUTIONS INC

Complete financials, all 2 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time