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Nonprofit · EIN 20-8974030

PUGET SOUND SAGE

Tax-exempt · SEATTLE, WA 98104

Financials

$980K$1.5M2023$1.3M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of PUGET SOUND SAGE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,326,559$1,333,716-$7,157$2,154,774$433,810$1,720,964
December 31, 2023990$979,681$1,472,009-$492,328$1,952,550$228,159$1,724,391
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,296,040
of which government grants
$168,774
Program service revenue
$0
Investment income
$30,519
Net gain from sales of assets
-$71
Other revenue
$0

Expenses

Grants and similar amounts paid
$151,511
Compensation of officers, directors and key employees
$131,870
Other salaries and wages
$452,264
Salaries, compensation and benefits (total)
$943,891
Professional fundraising fees
$9,552
Legal fees
$1,428
Accounting fees
$34,195
Occupancy
$28,096
Travel
$16,817
Depreciation
$5,253
Program services (functional)
$958,465
Management and general (functional)
$242,071
Fundraising (functional)
$133,180

Balance sheet and other

Total assets, start of year
$1,952,550
Total assets, end of year
$2,154,774
Total liabilities, end of year
$433,810
Net assets, end of year
$1,720,964
Land, buildings and equipment
$4,678
Publicly traded securities
$375,940
Net assets without donor restrictions
$1,079,820
Net assets with donor restrictions
$641,144
Gross receipts
$1,327,080
Employees
18
Year formed
2008
State of legal domicile
WA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
CHRISTINA SHIMIZUEXECUTIVE DI
Officer
40$113,519$18,351
JILL MANGALIMANCHAIR
Trustee or director, Officer
2$0$0
ZENIA JAVALERAVICE CHAIR
Trustee or director, Officer
2$0$0
STEFAN MORITZSECRETARY/TR
Trustee or director, Officer
2$0$0
SARAH CHERINBOARD MEMBER
Trustee or director
2$0$0
KASI PERREIRABOARD MEMBER
Trustee or director
2$0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationOther / benefits
CHRISTINA SHIMIZUEXECUTIVE DI
Officer
40$119,013$15,920
JILL MANGALIMANCHAIR
Trustee or director, Officer
2$0$0
ZENIA JAVALERAVICE CHAIR
Trustee or director, Officer
2$0$0
STEFAN MORITZSECRETARY/TR
Trustee or director, Officer
2$0$0
SARAH CHERINBOARD MEMBER
Trustee or director
2$0$0
JODY OLNEYBOARD MEMBER
Trustee or director
2$0$0
KASI PERREIRABOARD MEMBER
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
414 MAYNARD AVE S, SEATTLE, WA 98104-2917
Principal officer (990 for 2024)
CHRISTINA SHIMIZU, 414 MAYNARD AVE S, SEATTLE, WA 98104
Signed the 990
CHRISTINA SHIMIZU, EXECUTIVE DIRECTOR
Phone
(206) 568-5000
Return prepared by
MINAR AND NORTHEY LLP

Mission

PUGET SOUND SAGE COMBINES RESEARCH, INNOVATIVE PUBLIC POLICY AND ORGANIZING TO ENSURE ALL PEOPLE HAVE AN AFFORDABLE PLACE TO LIVE, A GOOD JOB, A CLEAN ENVIRONMENT, AND ACCESS TO PUBLIC TRANSPORTATION.

990 for the year ended December 31, 2024

Program accomplishments

  • EQUITABLE DEVELOPMENT OUR EQUITABLE DEVELOPMENT WORK FOCUSED ON 2 CAMPAIGNS IN 2024. OUR FIRST CAMPAIGN, KING COUNTY EQUITABLE DEVELOPMENT INITIATIVE (EDI), LED OUR CREST COALITION MEMBERS IN ADVOCATING TO BUILD REGIONAL INFRASTRUCTURE FOR COMMUNITY-DRIVEN PROJECTS OUTSIDE OF SEATTLE CITY LIMITS. OUR TEAM WORKED HARD TO ADVOCATE FOR 13,000,000 OF DEDICATED FUNDING AT THE COUNTY LEVEL TO FUND FUTURE EDI PROGRAMS. OUR SECOND CAMPAIGN WAS WORKING IN PARTNERSHIP WITH PARTNER ORGANIZATIONS TO ORGANIZE THE CHINATOWN/INTERNATIONAL DISTRICT COMMUNITY IN WORKING WITH SOUND TRANSIT TO DEVELOP TRANSIT STATION ALTERNATIVES AND FIGHT FOR CULTURALLY RELEVANT DEVELOPMENT OPTIONS AND NEIGHBORHOOD INVESTMENTS. IN 2024 WE FACILITATED 3 COMMUNITY ASSEMBLIES AND 4 RESIDENTIAL MEETINGS, TALKING WITH HUNDREDS OF CID ELDERS, WORKERS AND RESIDENTS. WE GATHERED COMMUNITY FEEDBACK THROUGH 150 COMPLETED SURVEYS AND HELD NEIGHBORHOOD WALKING TOURS TO EDUCATE STAKEHOLDERS.
    Expenses $248,484
  • CLIMATE AS PART OF OUR CLIMATE WORK, WE SIT ON SEATTLE'S GREEN NEW DEAL (GND) BOARD TO PARTICIPATE IN CRAFTING AND FUNDING A REGIONAL CARBON-REDUCTION STRATEGY. IN 2024, OUR GND BOARD REPRESENTATIVE MAINTAINED THEIR LEADERSHIP POSITION AS CO-CHAIR OF THE BOARD. UNDER HER LEADERSHIP, THE GND BOARD DEVELOPED POLICY FOR CLIMATE RESILIENCE HUBS WHICH WILL HELP THE CITY OF SEATTLE PREPARE, ADAPT AND RECOVER FROM CLIMATE/ENVIRONMENTAL CRISES. OUTSIDE OF THE BOARD, WE CONVENED THE ENVIRONMENTAL JUSTICE KITCHEN COALITION, WHERE 14 COMMUNITY ORGANIZATIONS MET TO IDENTIFY ENVIRONMENTAL JUSTICE PRIORITIES AND STRATEGIES TO PRESENT TO THE GND BOARD. DURING THESE MEETINGS WE DISCUSSED FRAMEWORKS FOR COMMUNITY-LED CLIMATE RESILIENCE PROJECTS TO BE FUNDED BY THE CITY OF SEATTLE.
    Expenses $274,225
  • LEADERSHIP INSTITUTE THE COMMUNITY LEADERSHIP INSTITUTE (CLI) IS A 6-MONTH FELLOWSHIP THAT TRAINS EMERGING LEADERS IN ISSUES SUCH AS HOUSING, LAND USE, TRANSIT, CLIMATE AND ECONOMIC DEVELOPMENT. GRADUATES LEARN THE NUTS AND BOLTS OF LOCAL GOVERNMENT PROCESSES SUCH AS MUNICIPAL BUDGETING, PARLIAMENTARY PROCEDURES, AND LAWMAKING, AS WELL AS ADVOCACY, STORYTELLING AND COMMUNICATION SKILLS. IN 2024, WE AWARDED SAGE LEADERS, OUR SISTER ORGANIZATION WHO RUNS CLI, WITH 150,000 TO SUPPORT 27 FELLOWS FROM CLARK, KING, SNOHOMISH AND PIERCE COUNTIES IN WASHINGTON STATE. 70% OF THOSE GRADUATES HAVE APPLIED TO SERVE ON BOARDS AND COMMISSIONS. OUR FALL COHORTS BROUGHT ANOTHER 30 PARTICIPANTS INTO OUR PROGRAMS, AND WE ENGAGED OUR 130 PROGRAM ALUMNI THROUGH VARIOUS SOCIAL EVENTS THROUGHOUT THE YEAR.
    Expenses $94,333 · grants $65,000
  • ALL OTHER PROGRAMS
    Expenses $341,423 · grants $86,511

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-8974030
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Social science (V22)
Assets (IRS master file)
$2,154,774
Income (IRS master file)
$1,327,080

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,326,559$1,333,716$2,154,774XML
990December 2023$979,681$1,472,009$1,952,550XML
990December 2022$2,375,544$1,854,913$2,529,414IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8974030).

Questions about PUGET SOUND SAGE

What is the EIN of PUGET SOUND SAGE?
The employer identification number (EIN) of PUGET SOUND SAGE is 20-8974030.
Is PUGET SOUND SAGE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to PUGET SOUND SAGE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PUGET SOUND SAGE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PUGET SOUND SAGE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PUGET SOUND SAGE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PUGET SOUND SAGE?
The 990 for the year ended December 31, 2024 names CHRISTINA SHIMIZU.
Who are the officers and directors of PUGET SOUND SAGE?
The 990 for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $113,519 (CHRISTINA SHIMIZU, EXECUTIVE DI).
How much revenue does PUGET SOUND SAGE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,326,559, expenses of $1,333,716 and total assets of $2,154,774 at year end.

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