Civic Intelligence

Satrum Foundation Inc.

990PF • Fiscal year 2016 • EIN 58-2295444

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

545 Old Cobblestone DriveAtlanta, GA 30350-5430

(770) 396-7385

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

99th percentile

120%

Higher net margin than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

4th percentile

-28%

Faster asset growth than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$2,060,558

Down $818,624 (-28%) from 2015

Net Assets

Down

$2,059,480

Down $794,050 (-28%) from 2015

Liabilities

Down

$1,078

Down $24,574 (-96%) from 2015

Revenue

Down

-$661,740

Down $1,263,029 (-210%) from 2015

Expenses

Up

$132,310

Up $80,637 (+156%) from 2015

Net Income

Down

-$794,050

Down $1,343,666 (-244%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,527,725Liabilities 2011: $0Net Assets 2011: $1,527,7252011Assets 2012: $1,481,047Liabilities 2012: $0Net Assets 2012: $1,481,0472012Assets 2013: $1,434,651Liabilities 2013: $0Net Assets 2013: $1,434,6512013Assets 2014: $2,303,914Liabilities 2014: $0Net Assets 2014: $2,303,9142014Assets 2015: $2,879,182Liabilities 2015: $25,652Net Assets 2015: $2,853,5302015Assets 2016: $2,060,558Liabilities 2016: $1,078Net Assets 2016: $2,059,4802016Assets 2017: $1,960,395Liabilities 2017: $0Net Assets 2017: $1,960,3952017Assets 2018: $1,878,152Liabilities 2018: $0Net Assets 2018: $1,878,1522018Assets 2019: $1,844,909Liabilities 2019: $5,047Net Assets 2019: $1,839,8622019Assets 2020: $1,861,907Liabilities 2020: $0Net Assets 2020: $1,861,9072020Assets 2021: $2,048,281Liabilities 2021: $0Net Assets 2021: $2,048,2812021Assets 2022: $1,986,701Liabilities 2022: $0Net Assets 2022: $1,986,7012022Assets 2023: $2,161,742Liabilities 2023: $0Net Assets 2023: $2,161,7422023Assets 2024: $2,497,660Liabilities 2024: $0Net Assets 2024: $2,497,6602024

Highlighted filing

2016

Assets$2,060,558
Liabilities$1,078
Net Assets$2,059,480

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $41,3202011Expenses 2012: $47,7492012Revenue 2013: $1,226Expenses 2013: $47,622Net Income 2013: -$46,3962013Revenue 2014: $917,279Expenses 2014: $48,016Net Income 2014: $869,2632014Revenue 2015: $601,289Expenses 2015: $51,673Net Income 2015: $549,6162015Revenue 2016: -$661,740Expenses 2016: $132,310Net Income 2016: -$794,0502016Revenue 2017: $30,659Expenses 2017: $129,744Net Income 2017: -$99,0852017Revenue 2018: $57,825Expenses 2018: $140,068Net Income 2018: -$82,2432018Revenue 2019: $2,381Expenses 2019: $40,671Net Income 2019: -$38,2902019Revenue 2020: $48,071Expenses 2020: $26,026Net Income 2020: $22,0452020Revenue 2021: $215,819Expenses 2021: $29,443Net Income 2021: $186,3762021Revenue 2022: $51,424Expenses 2022: $113,034Net Income 2022: -$61,6102022Revenue 2023: $297,451Expenses 2023: $122,410Net Income 2023: $175,0412023Revenue 2024: $480,766Expenses 2024: $144,850Net Income 2024: $335,9162024

Highlighted filing

2016

Revenue-$661,740
Expenses$132,310
Net Income-$794,050
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERALD R SATRUMPres/Director-$0--
DAWN W SATRUMV.Pres/Director-$0--
LISJA N HARPERTreas/Director-$0--
Filing and Contact Details

Filer

Filer Name
Satrum Foundation Inc
EIN
58-2295444
Phone
7703967385
Address
545 OLD COBBLESTONE DRIVE, ATLANTA, GA 30350-5430

Signing Officer

Name
Gerald R Satrum
Title
President
Phone
7703967385
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Kiss & Kiss Pc
Address
11284 BIG CANOE, BIG CANOE, GA 30143-5105
Preparer
Thomas J Kiss
Phone
7065792274
Raw XML Appendix374 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.

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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GERALD R SATRUM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0545 OLD COBBLESTONE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0303505430
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07703967385
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses2Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GERALD R SATRUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KINGSWOOD UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KINGSWOOD UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05015 TILLY MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15015 TILLY MILL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DUNWOODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DUNWOODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030338
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130338
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0125000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt086806
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086806
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019632
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012910
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012910
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098735
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020453
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019632
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038194
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0111645
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt073451
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GEORGIA CORPORATION ANNUAL REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt025652
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc02015 FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc12016 FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt11078
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04222
TaxesSchedule/TaxesDetail/Amt01078
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerald R Satrum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07703967385
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SATRUM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SATR
ReturnHeader/Filer/EIN0582295444
ReturnHeader/Filer/PhoneNum07703967385
ReturnHeader/Filer/USAddress/AddressLine1Txt0545 OLD COBBLESTONE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0303505430
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId007925E1D15559FBC021AAE37A8F64598DBE0B9BB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId007925E1D15559FBC021AAE37A8F64598DBE0B9BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.138.240.238
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm019:54:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581687501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KISS & KISS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011284 BIG CANOE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIG CANOE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0301435105
ReturnHeader/PreparerPersonGrp/PhoneNum07065792274
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Kiss
ReturnHeader/ReturnTs02017-05-11T19:55:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.48$0.14$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.30$0.12$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.05$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.22$0.03$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.05$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.84$0.00$0.04$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.06$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.03$0.13$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.66$0.13$0.79
2015Detailed filing. Detailed filing data is available for this year.$2.88$0.03$2.85$0.60$0.05$0.55
2014Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.92$0.05$0.87
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.00$0.05$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.05
2011Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04