Civic Intelligence

D3 Foundation

990T • Fiscal year 2024 • EIN 20-0528919

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 17, 2025

Organization Profile
5330 Montrose BlvdHouston, TX 77005

(713) 491-4840

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $950,441Liabilities 2011: $02011Assets 2012: $792,333Liabilities 2012: $02012Assets 2013: $614,008Liabilities 2013: $02013Assets 2014: $535,108Liabilities 2014: $02014Assets 2015: $345,053Liabilities 2015: $02015Assets 2016: $230,918Liabilities 2016: $02016Assets 2017: $459,372Liabilities 2017: $02017Assets 2018: $592,188Liabilities 2018: $02018Assets 2019: $386,679Liabilities 2019: $0Net Assets 2019: $386,6792019Assets 2020: $334,695Liabilities 2020: $0Net Assets 2020: $334,6952020Assets 2021: $271,404Liabilities 2021: $0Net Assets 2021: $271,4042021Assets 2022: $1,009,488Liabilities 2022: $0Net Assets 2022: $1,009,4882022Assets 2023: $854,813Liabilities 2023: $0Net Assets 2023: $854,8132023Assets 2024: $1,658,966Liabilities 2024: $0Net Assets 2024: $1,658,9662024

Latest loaded filing

2024

Assets$1,658,966
Liabilities$0
Net Assets$1,658,966
Open 2024 Filing

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $46,171Expenses 2011: $160,279Net Income 2011: -$114,1082011Revenue 2012: $45,160Expenses 2012: $203,118Net Income 2012: -$157,9582012Revenue 2013: $141,773Expenses 2013: $320,873Net Income 2013: -$179,1002013Revenue 2014: $73,243Expenses 2014: $152,153Net Income 2014: -$78,9102014Revenue 2015: $68,550Expenses 2015: $258,877Net Income 2015: -$190,3272015Revenue 2016: $98,118Expenses 2016: $212,293Net Income 2016: -$114,1752016Revenue 2017: $429,998Expenses 2017: $200,833Net Income 2017: $229,1652017Revenue 2018: $315,110Expenses 2018: $68,420Net Income 2018: $246,6902018Revenue 2019: $40,831Expenses 2019: $246,340Net Income 2019: -$205,5092019Revenue 2020: $92,068Expenses 2020: $144,052Net Income 2020: -$51,9842020Revenue 2021: $63,669Expenses 2021: $126,960Net Income 2021: -$63,2912021Revenue 2022: $1,084,442Expenses 2022: $346,358Net Income 2022: $738,0842022Revenue 2023: $38,860Expenses 2023: $193,535Net Income 2023: -$154,6752023Revenue 2024: $1,187,311Expenses 2024: $383,158Net Income 2024: $804,1532024

Latest loaded filing

2024

Revenue$1,187,311
Expenses$383,158
Net Income$804,153
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
D3 Foundation
EIN
20-0528919
Phone
7134914840
Address
5330 Montrose Blvd, Houston, TX 77005

Signing Officer

Name
Samantha K Schatte
Title
President
Phone
7134914840
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Barbara Murphy
Phone
7134395739
Raw XML Appendix105 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.

Path#Value
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IRS1120ScheduleD/DisposeInvestmentQOFInd00
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0317
IRS1120ScheduleD/NetCapitalGainAmt0307
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0307
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0317
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0307
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0317
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0307
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0MS Private Loan Fund II LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0307
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0317
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0MS Private Loan Fund II LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0317
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0Andrew A Schatte
IRS990T/BooksInCareOfDetail/PhoneNum07134914840
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05330 Montrose Blvd
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077005
IRS990T/BookValueAssetsEOYAmt01658966
IRS990T/CharitableContributionsDedAmt0955
IRS990T/ESPenaltyAmt0101
IRS990T/ExtsnRequestIncomeTaxPaidAmt03500
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt01594
IRS990T/OverpaymentSection/OverpaymentAmt01594
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0624
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt01000
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IRS990TScheduleA/TotalAllocableDeductionsAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt01000
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt010928
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt011552
IRS990TScheduleA/TotUnrltTrdBusIncmAmt011552
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment in partnership
IRS990TScheduleA/UBIBeforeNOLDedAmt010552
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt010552
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01805
IRS990T/TaxLessCreditsAmt01805
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt03500
IRS990T/TotalTaxAmt01805
IRS990T/TotalTaxComputationAmt01805
IRS990T/TotalUBTIAmt08597
IRS990T/TotalUBTIBeforeNOLSpecificAmt09597
IRS990T/TotalUBTIBeforeSection199AAmt09597
IRS990T/TotalUBTIComputedAmt010552
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Samantha K Schatte
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07134914840
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D3 Foundation
ReturnHeader/Filer/BusinessNameControlTxt0D3FO
ReturnHeader/Filer/EIN0200528919
ReturnHeader/Filer/PhoneNum07134914840
ReturnHeader/Filer/USAddress/AddressLine1Txt05330 Montrose Blvd
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02025-11-17T13:28:44-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.19$0.38$0.80
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04$0.19$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.08$0.35$0.74
2021Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.06$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.09$0.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.04$0.25$0.21
2018Summary only. Only limited summary data is available for this year.$0.59$0.00$0.32$0.07$0.25
2017Summary only. Only limited summary data is available for this year.$0.46$0.00$0.43$0.20$0.23
2016Summary only. Only limited summary data is available for this year.$0.23$0.00$0.10$0.21$0.11
2015Summary only. Only limited summary data is available for this year.$0.35$0.00$0.07$0.26$0.19
2014Summary only. Only limited summary data is available for this year.$0.54$0.00$0.07$0.15$0.08
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.14$0.32$0.18
2012Summary only. Only limited summary data is available for this year.$0.79$0.00$0.05$0.20$0.16
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.05$0.16$0.11