Civic Intelligence

Satrum Foundation Inc.

990PF • Fiscal year 2020 • EIN 58-2295444

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
61729 Broken Top DriveBend, OR 97702-1088

(404) 862-5306

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

42nd percentile

0.9%

Faster asset growth than 42% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1919%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,861,907

Up $16,998 (+0.9%) from 2019

Net Assets

Up

$1,861,907

Up $22,045 (+1.2%) from 2019

Liabilities

Down

$0

Down $5,047 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Up

$48,071

Up $45,690 (+1919%) from 2019

Expenses

Down

$26,026

Down $14,645 (-36%) from 2019

Net Income

Up

$22,045

Up $60,335 (+158%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2020

Assets$1,861,907
Liabilities$0
Net Assets$1,861,907
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

2020

Revenue$48,071
Expenses$26,026
Net Income$22,045
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th 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
4048625306
Address
61729 Broken Top Drive, Bend, OR 97702-1088

Signing Officer

Name
Gerald R Satrum
Title
President
Phone
4048625306
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Kiss & Kiss Pc
Address
11284 BIG CANOE, BIG CANOE, GA 30143-5105
Preparer
Thomas J Kiss
Phone
6786421890
Raw XML Appendix306 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/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt015000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt077410
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042456
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt035090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt077410
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0136
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0136
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt077546
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0U,S, Excise Tax-Estimated Tax Deposit
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0433
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0433
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt05047
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Federal Excise Tax on Investment Income
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07264
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07264
TaxesSchedule/TaxesDetail/Amt0567
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerald R Satrum
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04048625306
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SATRUM FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SATR
ReturnHeader/Filer/EIN0582295444
ReturnHeader/Filer/PhoneNum04048625306
ReturnHeader/Filer/USAddress/AddressLine1Txt061729 Broken Top Drive
ReturnHeader/Filer/USAddress/CityNm0Bend
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0977021088
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/PhoneNum06786421890
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas J Kiss
ReturnHeader/ReturnTs02021-11-12T12:57:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gerald
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Satrum
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,861,907
Liabilities
$0
Net assets
$1,861,907
Revenue
$48,071
Expenses
$26,026
Net income
$22,045
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