Sage Hill Institute Inc

Nonprofit profile at a glance

EIN
270264323
IRS 990 coverage
2010–2015
Forms available
Form 990 2015, Form 990-EZ 2013
Location
Nashville, TN, USA
Phone
6158372282
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Adult, Continuing Education
Affiliation
Christianity

Official website

Reported finances

Revenue
$326,979
Expenses
$331,310
Assets
$82,095
Liabilities
$891

Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • David T Dodd II (President/Director)
  • Jeff Schulte (Executive Director/Trainer)

Highest reported compensation

  • Jeff Schulte (Executive Director/Trainer): $160,577 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Sage Hill Institute is a non-profit, Christ centered teaching/equipping organization dedicated to helping leaders see who they were made to be so they can do what they were made to do. The organization is committed to bringing passion to professionals, intimacy to pastors, and integrity to business leaders, as well as oxygenating and hydrating existing churches and non-profit ministries enabling them to more fruitfully and effectively accomplish their God given mission.

What it reported doing in 2015

Conducted weekly meetings with 60 leaders in small groups and another 10-15 leaders in ongoing one-to-one mentor relationships (church planters, mega-church pastors, community/business leaders, non-profit leaders). Conducted conferences and training events attended by numerous individuals in Memphis, Nashville, Anchorage, Atlanta, Raleigh, Fort Worth, Norfolk, Knoxville, Honolulu, Little Rock. We have developed strategic partnerships with existing churches and non-profit organizations (see list below) that focus on leadership training, child advocacy, and humanitarian aid.We partner with existing churches and non-profit organizations such as: Downline (Memphis, Atlanta, Little Rock)Caritas Foundation (Olympic Chaplains and athletes)Compassionate Hope Foundation (Thailand and Laos)Hawaiian Island Ministries (Honolulu)Barefoot Republic Camps (KY)Nashville Rescue Mission (Nashville)Men of Valor (TN)Harvest Church (Memphis)Fellowship Bible Church (Memphis)Hope Smiles (TN)Relevant Practical Ministry (Iron Sharpens Iron)The Shift (Albany OR)Frisco Bible Church (TX)Redemption Church (San Francisco)Christ Central Church (Durham)Salvation Army (Anchorage)Tennessee Conference of the United Methodist ChurchPresbyterian Church USA (Daises of Middle TN) Episcopal Church (TN)Nazarene Church (SE Jurisdiction)District Church (Washington DC)First Presbyterian Church (Norfolk)

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 70
  • Accountability: 69
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.6%; rating input score 87
  • Program expense ratio: 85.6%; rating input score 86
  • Fundraising efficiency: $17.61 raised per $1 spent on fundraising; rating input score 57; 57th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -1.3%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.25; rating input score 15; 15th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 57; 57th percentile among comparable filings
  • Officer compensation ratio: 48.5%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: 22.4% per year; rating input score 100; 85th percentile among comparable filings
  • Revenue growth: 8.2% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 9.7% per year; rating input score 100; 70th percentile among comparable filings

Details

  • Where the money goes: 86.6% of revenue deployed · 85.6% of spending went to programs
  • Governance: 4 of 4 board members independent · 2 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $284K in reported program spending
  • Leadership: top reported pay $161K · 5 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 19 of 19 current checks pass
  • Schedules: 5 filed schedules · includes major donors and executive pay
  • Filing history: 4 filing years from 2010 to 2015
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 5 of 7 not reported.
  • Review — Financial Efficiency: Fundraising efficiency scored 57/100.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • High — Sustainability: Total-asset coverage ratio scored 15/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.
  • Review — Sustainability: Liabilities to assets ratio scored 57/100.