Civic Intelligence

Sat Institute

990EZ • Fiscal year 2021 • EIN 23-7351078

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

Organization ProfileN/A
C/0 2333 Prince StreetBerkeley, CA 94705

(510) 418-1250

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

31st percentile

-5.5%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$20,391

Down $1,187 (-5.5%) from 2020

Net Assets

Down

$20,391

Down $1,187 (-5.5%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $400 (-100%) from 2020

Expenses

Down

$1,187

Down $1,395 (-54%) from 2020

Net Income

Up

-$1,187

Up $995 (+46%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2019: $23,760Net Assets 2019: $23,7602019Assets 2020: $21,578Net Assets 2020: $21,5782020Assets 2021: $20,391Net Assets 2021: $20,3912021

Highlighted filing

2021

Assets$20,391
Liabilities-
Net Assets$20,391
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2019: $170,982Expenses 2019: $142,523Net Income 2019: $28,4592019Revenue 2020: $400Expenses 2020: $2,582Net Income 2020: -$2,1822020Revenue 2021: $0Expenses 2021: $1,187Net Income 2021: -$1,1872021

Highlighted filing

2021

Revenue$0
Expenses$1,187
Net Income-$1,187
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Mission and Program Overview

Mission

To promote and engage in the study, practice and teaching of disciplines related to the process of religious and human development. To create and promote training, growth, and research centers for the disciplines of religious and human development.

Program Services

DescriptionGrantsExpenses
Conduct retreats for the study and teachings related to human development--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia MerchantCEOPT$0--
Kimmi HoangSecretary-$0--
B Jane LommelTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
SAT Institute
EIN
23-7351078
Phone
5104181250
Address
C/0 2333 Prince Street, Berkeley, CA 94705

Signing Officer

Name
B Jane Lommel
Title
Treasurer
Signed
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Wulstein Financial Services
Address
965 Tahoe Keys Blvd, South Lake Tahoe, CA 96150
Preparer
B Jane Lommel
Phone
5305423771
Supplemental Narrative

Additional Explanations

Other Expenses.1003

“Information Technology $1005”

Other Expenses.1009

“Depreciation $182”

Other Assets.1004

“Miscellaneous - Beginning $457 Miscellaneous - Ending $275”

Raw XML Appendix137 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Cynthia Merchant
IRS990EZ/BooksInCareOfDetail/PhoneNum05104181250
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02333 Prince Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Berkeley
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0947051938
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021121
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020116
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1187
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt021578
IRS990EZ/Form990TotalAssetsGrp/EOYAmt020391
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt021578
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020391
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt021578
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cynthia Merchant
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kimmi Hoang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2B Jane Lommel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0457
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0275
IRS990EZ/OtherExpensesTotalAmt01187
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote and engage in the study, practice and teaching of disciplines related to the process of religious and human development. To create and promote training, growth, and research centers for the disciplines of religious and human development.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Conduct retreats for the study and teachings related to human development
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01187
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034750
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0135602
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0135602
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0170352
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0169952
IRS990ScheduleA/Total509Grp/TotalAmt0170352
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0169952
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0170352
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Information Technology $1005
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Miscellaneous - Beginning $457 Miscellaneous - Ending $275
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1004
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0B Jane Lommel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAT Institute
ReturnHeader/Filer/BusinessNameControlTxt0SATI
ReturnHeader/Filer/EIN0237351078
ReturnHeader/Filer/PhoneNum05104181250
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/0 2333 Prince Street
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460627372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wulstein Financial Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0965 Tahoe Keys Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Lake Tahoe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096150
ReturnHeader/PreparerPersonGrp/PhoneNum05305423771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B Jane Lommel
ReturnHeader/ReturnTs02022-05-09T10:29:28-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0B Jane
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lommel
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,391
Liabilities
-
Net assets
$20,391
Revenue
$0
Expenses
$1,187
Net income
-$1,187
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.22$0.00$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.24$1.71$1.43$0.28