Civic Intelligence

Satori Foundation

990PF • Fiscal year 2023 • EIN 82-1217327

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 04, 2024

Organization Profile
2501 N Harwood St 2001Dallas, TX 75201

(214) 390-6270

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

99th percentile

214%

Higher net margin than 99% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

26th percentile

-14%

Faster asset growth than 26% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$114,674

Down $19,329 (-14%) from 2022

Net Assets

Down

$114,674

Down $19,329 (-14%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$9,029

Down $9,030 (-903000%) from 2022

Expenses

Down

$10,300

Down $14,950 (-59%) from 2022

Net Income

Up

-$19,329

Up $5,920 (+23%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$600K$400K$200K$0Assets 2018: $313,912Liabilities 2018: $0Net Assets 2018: $313,9122018Assets 2019: $424,123Liabilities 2019: $1Net Assets 2019: $424,1232019Assets 2020: $317,788Liabilities 2020: $1Net Assets 2020: $317,7882020Assets 2021: $159,253Liabilities 2021: $1Net Assets 2021: $159,2532021Assets 2022: $134,003Liabilities 2022: $1Net Assets 2022: $134,0032022Assets 2023: $114,674Liabilities 2023: $1Net Assets 2023: $114,6742023Assets 2024: $82,782Liabilities 2024: $0Net Assets 2024: $82,7822024

Highlighted filing

2023

Assets$114,674
Liabilities$1
Net Assets$114,674
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2018: $184,464Expenses 2018: $5,552Net Income 2018: $178,9122018Revenue 2019: $117,811Expenses 2019: $7,600Net Income 2019: $110,2112019Revenue 2020: $145,909Expenses 2020: $252,244Net Income 2020: -$106,3352020Revenue 2021: $1Expenses 2021: $158,535Net Income 2021: -$158,5342021Revenue 2022: $1Expenses 2022: $25,250Net Income 2022: -$25,2492022Revenue 2023: -$9,029Expenses 2023: $10,300Net Income 2023: -$19,3292023Revenue 2024: -$4,175Expenses 2024: $27,717Net Income 2024: -$31,8922024

Highlighted filing

2023

Revenue-$9,029
Expenses$10,300
Net Income-$19,329
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIE HOUSTON IIISecretary & Treasurer-$0--
RANDY EISENMANTrustee-$0--
JAMES HADDAWAYTrustee-$0--
SUNNY VANDERBECKTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDELTA MU BOULE EDUCATIONAL FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYFORT WORTH, TX, US$10,000
Filing and Contact Details

Filer

Filer Name
The Satori Foundation
EIN
82-1217327
Phone
2143906270
Address
2501 N HARWOOD ST 2001, DALLAS, TX 75201

Signing Officer

Name
Willie Houston Iii
Title
Secretary & Treasurer
Phone
2143906270
Signed
2024-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
640 TAYLOR STREET SUITE 2200, FT WORTH, TX 76102
Preparer
Emily Landry
Phone
8172599100
Raw XML Appendix298 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06471
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0145105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0213282
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0380313
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0145105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0213282
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010240
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03769
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0380313
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0376544
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-9588
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BEYOND CAPITAL VENTURES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-9588
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIE HOUSTON III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02143906270
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SATORI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SATO
ReturnHeader/Filer/EIN0821217327
ReturnHeader/Filer/PhoneNum02143906270
ReturnHeader/Filer/USAddress/AddressLine1Txt02501 N HARWOOD ST 2001
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752393478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITLEY PENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 TAYLOR STREET SUITE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076102
ReturnHeader/PreparerPersonGrp/PhoneNum08172599100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMILY LANDRY
ReturnHeader/ReturnTs02024-05-13T15:18:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOUSTON III
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,674
Liabilities
$1
Net assets
$114,674
Revenue
-$9,029
Expenses
$10,300
Net income
-$19,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.04$0.28$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.10$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.00$0.25$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.00$1.59$1.59
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$1.46$2.52$1.06
2019Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$1.18$0.08$1.10
2018Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$1.84$0.06$1.79