Satterlee Foundation (EIN 812468453) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Benjamin Satterlee

Phone

3105224000

Tax Period

2021-01-01 to 2021-12-31

Satterlee Foundation, founded in 2016, is a small nonprofit in the Public & Societal Benefit sector that reported $232K in total revenue in fiscal year 2021. Revenue surged 42759% from the prior year, signaling strong growth momentum. The organization ran a surplus of $220K, a strong 95% operating margin.

Mission

To provide services and support to veterans.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $232,295

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $232,295

Expense Breakdown

Grants Paid $11,625

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,625

Other Expenses $512

TOTAL EXPENSES $12,137

Year-over-Year Comparison

	2021	2020	Change
Revenue	$232,295	$542	+427.6%
Expenses	$12,137	$5,298	+1.3%
Net Income	$220,158	$-4,756	-47.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Benjamin Satterlee	President	8.00	Officer Director	$0	$0	$0
Kira Satterlee	Secretary	4.00	Officer Director	$0	$0	$0
Victoria Satterlee	Treasurer	2.00	Director	$0	$0	$0
John McNichols	Director	2.00	Officer Director	$0	$0	$0
Stephen McGill	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$232,295	$12,137	$220,158	$220,158

Satterlee Foundation