Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| PART V, LINE 3B | NOT APPLICABLE DUE TO JUST GETTING TAX EXEMPTION STATUS |
| PART V LINE 14B | NOT APPLICABLE |
| PART VI, SECTION A, LINE 1A | VOTING MEMBERS SHARESES JACKSON DANIELLE CARR KESHAUN ANDERSON |
| PART VI, SECTION A, LINE 7B | GOVERNANCE IS MOST SUCCESSFUL WITHIN OUR ORGANIZATION WHICH EXHIBITS A COOPERATIVE APPROACH TO ITS ADOPTION. CULTIVATING A SPIRIT OF ORGANIZATIONAL OWNERSHIP AND EXHIBITING THE WILL TO TRIUMPH DESPITE THE INEVITABLE HICCUPS THAT OCCUR DURING THE OUR PROCESS WHICH LEADS TO SUCCESSFUL GOVERNANCE OUTCOMES. SAGEVETERANS ADDRESSES THE FOCUS AREAS OF ACCOUNTABILITY, AUTHORITY, AND DECISION-MAKING. HOWEVER, THE ROOTS OF OUR GOVERNANCE EXTENDS FAR BEYOND THOSE THREE AREAS, DRIVING ORGANIZATIONAL POLICIES CONCERNING PROJECT MANAGEMENT, SCOPE, COST, AND THE REGULATORY ENVIRONMENT. SAGEVETERANS GOVERNANCE IS A REFLECTION OUR ORGANIZATIONS TRADITIONS AND CULTURE. IT DEFINES OUR ORGANIZATION INTERACTS WITH STAKEHOLDERS, BUSINESS PARTNERS,AND CUSTOMERS. |
| PART VI, SECTION A, LINE 8B | NOT APPLICABLE |
| PART VI, SECTION B, LINE 10B | NOT APPLICABLE |
| PART VII, LINE 1A(B) | COMMUNICATING AND HELPING VETEREANS |
| PART VII, LINE 1A(B) | ADMINISTRATIVE WORK |
| PART VII, LINE 1A(B) | ADMINISTRATIVE, COMMUNICATING AND HELPING VETERANS |
| OTHER | SAGEVETERENS 6 REVIEW STEPS 1. THE INITIAL OVERVIEW WHEN FIRST APPROACHING THE FORM 990, A HIGH-LEVEL OVERVIEW WILL PROVIDE A SENSE FOR WHAT THE ORGANIZATION IS ALL ABOUT AND HELP DETERMINE AREAS OF THE FORM THAT WARRANT DEEPER REVIEW. AS YOU REVIEW, ASK YOURSELF ARE ALL THE PARTS FULLY COMPLETED ARE ALL THE QUESTIONS IN PARTS IV, V, AND VI ANSWERED IF ANY PART OF THE RETURN OR ATTACHED SCHEDULES IS LEFT BLANK, DO YOU KNOW WHY IS THE RETURN NEAT A SLOPPY RETURN WITH MISSPELLINGS AND TYPOGRAPHICAL ERRORS MAY CREATE THE IMPRESSION THAT IT WAS ILL PREPARED AND THAT THE DATA IS SUSPECT. 2. PART III, PROGRAMS THE NEXT PART OF A HIGH-LEVEL OVERVIEW WOULD BE TO LOOK AT PART III. THIS IS THE PLACE WHERE AN ORGANIZATION CAN ADVERTISE THEIR CHARITABLE ACCOMPLISHMENTS TO THE GENERAL PUBLIC, DONORS, AND POTENTIAL DONORS. IS THE MISSION STATEMENT CORRECT DOES IT MATCH WHAT WAS REPORTED ON PART I, LINE 1 AND YOUR UNDERSTANDING OF THE ORGANIZATIONS MISSION ARE THE PROGRAM DESCRIPTIONS A GOOD SUMMARY OF THE ORGANIZATIONS THREE LARGEST PROGRAMS IS THE ORGANIZATION PRESENTED IN THE BEST LIGHT HERE HAVE ACCOMPLISHMENTS DURING THE YEAR BEEN SPECIFICALLY QUANTIFIED ARE THERE ANY NEW PROGRAMS AND, IF SO, ARE THEY DESCRIBED IN SCHEDULE O WERE THERE ANY OTHER SIGNIFICANT CHANGES IN THE CONDUCT OF ANY PROGRAMS OR DISCONTINUATION OF ANY PROGRAM AND, IF SO, HAS THIS BEEN DESCRIBED IN SCHEDULE O DO THE EXPENSES, GRANTS, AND REVENUE AMOUNTS ASSOCIATED WITH EACH PROGRAM REPORTED AT THE TOP OF EACH SECTION MATCH YOUR UNDERSTANDING OF THE ORGANIZATIONS OPERATIONS DO THE TOTAL PROGRAM SERVICE EXPENSES EQUAL THE AMOUNT REPORTED ON PART IX, LINE 25, COLUMN (B) IN PART IX, IS THE RATIO OF PROGRAM SERVICE TO MANAGEMENT AND GENERAL AND TO FUNDRAISING REASONABLE BASED ON YOUR UNDERSTANDING OF HOW THE ORGANIZATION USES ITS RESOURCES 3. PART IV, REQUIRED SCHEDULES LOOK AT THE PART IV CHECKLIST OF REQUIRED SCHEDULES. ARE ALL THE QUESTIONS ANSWERED CORRECTLY FOR ANY QUESTION ANSWERED YES, IS THE APPROPRIATE SCHEDULE INCLUDED WITH THE RETURN IS SCHEDULE B ATTACHED IF NOT, DO YOU UNDERSTAND WHY IF THERE IS A SCHEDULE R, DOES IT ACCURATELY REFLECT ANY RELATED ORGANIZATIONS OR UNRELATED PARTNERSHIPS THROUGH WHICH THE ORGANIZATION CONDUCTED MORE THAN FIVE PERCENT OF ITS ACTIVITIES IF THERE IS A SCHEDULE L, DOES IT REFLECT YOUR UNDERSTANDING OF ANY TRANSACTIONS WITH INTERESTED PERSONS REVIEW ALL THE OTHER SCHEDULES THAT ARE ATTACHED FOR ACCURACY AND CHECK THAT ALL REQUIRED PARTS ARE COMPLETED. DOES THE INFORMATION IN THE VARIOUS STATEMENTS AGREE WITH YOUR UNDERSTANDING OF THE ORGANIZATIONS ACTIVITY FOR THE TAX YEAR 4. PART VII, COMPENSATION ARE ALL THE OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES LISTED IN PART VII ARE THE HOURS OF EACH INDIVIDUAL REASONABLY ACCURATE HAVE APPROPRIATE BOXES IN COLUMN C BEEN CHECKED DOES THEIR COMPENSATION MATCH YOUR UNDERSTANDING OF WHAT IT SHOULD BE ARE REASONABLE ESTIMATES OF OTHER COMPENSATIONS FROM THE ORGANIZATION OR RELATED ORGANIZATIONS REPORTED IN COLUMN F DOES LINE 2 REFLECT AN ACCURATE NUMBER OF INDIVIDUALS RECEIVING MORE THAN USD 100,000 OF COMPENSATION ARE THE ANSWERS TO LINES 3 5 CORRECT IF SCHEDULE J IS REQUIRED, HAS IT BEEN COMPLETED IS SECTION B COMPLETED FOR INDEPENDENT CONTRACTORS HAVE INVESTMENT MANAGERS OR PROFESSIONAL FUNDRAISERS BEEN INCLUDED IN SECTION B THESE CONTRACTORS ARE FREQUENTLY OVERLOOKED BECAUSE THEIR COMPENSATION IS OFTEN REPORTED AS A REDUCTION OF THE INCOME THEY GENERATE. IS TOTAL COMPENSATION IN PART IX, LINES 6 9 REASONABLE 5. PARTS V AND VI, TAX COMPLIANCE AND GOVERNANCE READ ALL THE QUESTIONS AND ANSWERS IN PART V AND VI. IF THERE ARE ANY QUESTIONS THAT YOU DONT UNDERSTAND, ASK YOUR TAX ADVISOR, CFO, OR FINANCE COMMITTEE TO EXPLAIN IT. TO THE BEST OF YOUR KNOWLEDGE, ARE ALL THE QUESTIONS ANSWERED CORRECTLY WHERE THE FORM ASKS FOR ADDITIONAL EXPLANATION IN SCHEDULE O, HAS AN ADEQUATE EXPLANATION BEEN PROVIDED IN SCHEDULE O 6. THE FINANCIAL DATA PAGE 1, PART I, CONTAINS AN OVERVIEW OF REVENUE, EXPENSE, ASSETS, AND LIABILITIES AS WELL AS SOME OTHER DETAILS. REVIEW THIS FOR REASONABLENESS AND ACCURACY. DOES THE NUMBER OF INDIVIDUALS REPORTED ON LINES 3 6 MATCH YOUR UNDERSTANDING DOES THE GROSS AND NET AMOUNT OF UNRELATED BUSINESS INCOME REPORTED ON LINES 7A AND 7B AGREE WITH YOUR UNDERSTANDING OF THE TAXABLE INCOME THE ORGANIZATION GENERATED DURING THE TAX YEAR DOES IT AGREE WITH THE FORM 990-T FOR THE TAX YEAR COMPARE THE AMOUNTS REPORTED ON LINES 8 22 WITH THE PRIOR YEARS TAX RETURN. DO THE AMOUNTS AGREE WITH YOUR UNDERSTANDING OF THE ORGANIZATIONS FINANCIAL ACTIVITY IF THERE IS A NET SURPLUS OR DEFICIT, DOES THIS MATCH YOUR UNDERSTANDING OF THE ORGANIZATIONS PERFORMANCE FOR THE YEAR |
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