Civic Intelligence

Satori Foundation

990PF • Fiscal year 2021 • EIN 82-1217327

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 20, 2022

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.00x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-15853400%

Higher net margin than 1% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-50%

Faster asset growth than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$159,253

Down $158,535 (-50%) from 2020

Net Assets

Down

$159,253

Down $158,535 (-50%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Down

$0

Down $145,909 (-100%) from 2020

Expenses

Down

$158,535

Down $93,709 (-37%) from 2020

Net Income

Down

-$158,535

Down $52,200 (-49%) from 2020

Historical Trend

Balance Sheet Trend

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: $0Net 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

2021

Assets$159,253
Liabilities$0
Net Assets$159,253

Operations Trend

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: $0Expenses 2021: $158,535Net Income 2021: -$158,5352021Revenue 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

2021

Revenue$0
Expenses$158,535
Net Income-$158,535
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 20, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIE HOUSTONSecretary & Treasurer-$0--
RANDY EISENMANTrustee-$0--
JAMES HADDAWAYTrustee-$0--
SUNNY VANDERBECKTrustee-$0--
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
Title
Secretary & Treasurer
Phone
2143906270
Signed
2022-10-20
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 Appendix297 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/AppliedToCurrentYearAmt013430
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013430
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0213282
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0358387
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0145105
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0213282
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0158535
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0145105
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0358387
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0213282
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MEMBERSHIP DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIE HOUSTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02143906270
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-20
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/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/ReturnTs02022-10-27T08:24:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOUSTON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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