Civic Intelligence

Satrum Foundation Inc.

990PF • Fiscal year 2017 • EIN 58-2295444

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
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

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-323%

Higher net margin than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

18th percentile

-4.9%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,960,395

Down $100,163 (-4.9%) from 2016

Net Assets

Down

$1,960,395

Down $99,085 (-4.8%) from 2016

Liabilities

Down

$0

Down $1,078 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Up

$30,659

Up $692,399 (+105%) from 2016

Expenses

Down

$129,744

Down $2,566 (-1.9%) from 2016

Net Income

Up

-$99,085

Up $694,965 (+88%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

2017

Assets$1,960,395
Liabilities$0
Net Assets$1,960,395
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$30,659
Expenses$129,744
Net Income-$99,085
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

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
2018-04-30
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 Appendix358 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/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/AppliedToCurrentYearAmt086936
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt038194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020453
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019632
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019632
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0117167
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt038064
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt038194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt020456
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020453
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0125000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt038064
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0136799
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098735
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Federal Excise Tax Overpayment Applied to 2018 Estimated Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0893
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0893
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GEORGIA CORPORATION ANNUAL REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01078
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Federal Excise Tax Payable on 2016 Investment Income
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04407
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0307
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerald R Satrum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07703967385
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
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/AtSubmissionCreationDeviceId0AFC092C002608003093270FE97D08ACE817FC7CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId076FF2A6BB2396675DA7FC3BECCB7F23E28595D91
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.138.240.238
ReturnHeader/FilingSecurityInformation/IPDt02018-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:43:16
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/ReturnTs02018-04-30T11:44:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,960,395
Liabilities
$0
Net assets
$1,960,395
Revenue
$30,659
Expenses
$129,744
Net income
-$99,085
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