SATORI INC (EIN 860614033) - 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

1988

Legal Domicile

Principal Officer

CHRISTOPHER FROST

Phone

5202937555

Tax Period

2023-07-01 to 2024-06-30

SATORI INC, founded in 1988, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

PRIMARY EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $165,368

Program Service Revenue $2,054,805

Investment Income $0

Other Revenue $27,180

TOTAL REVENUE $2,247,353

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,480,275

Fundraising Expenses $0

Program Expenses $1,843,862

Other Expenses $824,956

TOTAL EXPENSES $2,305,231

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,247,353	$1,900,018	+0.2%
Expenses	$2,305,231	$1,895,142	+0.2%
Net Income	$-57,878	$4,876	-12.9%

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

Employees

Volunteers

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

$7,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN STODDARD	Director	10.00	Director	$7,518	$232	$7,750
NANCY BONSALL	Director	2.00	Director	$0	$0	$0
AMY PETERSMARCK	President	2.00	Officer Director	$0	$0	$0
MAGGIE MCKIERNAN	Director	2.00	Director	$0	$0	$0
CHRISTOPHER FROST	Director	2.00	Director	$0	$0	$0
ELIZABETH PROHASKA	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
2025	No data	No data	No data	No data
2024	$2,247,353	$2,305,231	$3,356,367	$-57,878
2023	$1,900,018	$1,895,142	$3,465,314	$4,876
2022	$2,497,090	$1,868,383	$3,567,707	$628,707
2021	$1,782,768	$1,698,215	$2,949,307	$84,553
2020	$2,273,488	$1,999,075	$2,959,491	$274,413
2019	$1,883,376	$1,801,805	$2,708,082	$81,571

SATORI INC