Civic Intelligence

Donatestock Charitable Inc.

990EZ • Fiscal year 2021 • EIN 87-1569770

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 28, 2022

Organization ProfileN/A
6501 Pickens STE AHouston, TX 77007

(646) 919-1809

Siviq Scores

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

Liabilities / Assets

94th percentile

0.98x

Higher debt load relative to assets than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

100th percentile

46.90x

Higher debt load relative to revenue than 100% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

94th percentile

73%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets94th percentile

Assets

$215,713

No earlier filing loaded for comparison.

Net Assets

$3,321

No earlier filing loaded for comparison.

Liabilities

$212,392

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin94th percentile

Revenue

$4,529

No earlier filing loaded for comparison.

Expenses

$1,208

No earlier filing loaded for comparison.

Net Income

$3,321

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2021: $215,713Liabilities 2021: $212,392Net Assets 2021: $3,3212021Assets 2022: $790,466Liabilities 2022: $30,305Net Assets 2022: $760,1612022Assets 2023: $408,955Liabilities 2023: -$4,188Net Assets 2023: $413,1432023Assets 2024: $2,345,115Liabilities 2024: $1,896Net Assets 2024: $2,343,2192024

Highlighted filing

2021

Assets$215,713
Liabilities$212,392
Net Assets$3,321
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2021: $4,529Expenses 2021: $1,208Net Income 2021: $3,3212021Revenue 2022: $9,373,136Expenses 2022: $8,971,558Net Income 2022: $401,5782022Revenue 2023: $5,095,831Expenses 2023: $5,445,995Net Income 2023: -$350,1642023Revenue 2024: $12,796,089Expenses 2024: $10,867,822Net Income 2024: $1,928,2672024

Highlighted filing

2021

Revenue$4,529
Expenses$1,208
Net Income$3,321
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 28, 2022
Return Version
2021v4.2
Gross Receipts
$4,529
Mission and Program Overview

Mission

Help nonprofits diversify and grow sources of funding by facilitating charitable stock gifting.

Facilitate stock gifts for non-profits

Program Services

DescriptionGrantsExpenses
Start-up expenses-$1,208
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve LathamChairmanPT$0--
Filing and Contact Details

Filer

Filer Name
DonateStock Charitable Inc
EIN
87-1569770
Address
6501 Pickens STE A, Houston, TX 77007

Signing Officer

Name
Steve Latham
Title
Chairman
Phone
6469191809
Signed
2022-07-28
Discuss with paid preparer
No

Preparer

Firm
Above the Curve LLC
Address
4714 Dietrich Rd, San Antonio, TX 78219
Preparer
Edward A Robles
Phone
2102482006
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMerchant Account Fees 57Overpaid Donations 1,151”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAdvance Distributions 0 429”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearFuture Distributions 0 205,615Due to DSI 0 122Unmatched Donations 0 1,655Loan from DSI 0 5,000”

Raw XML Appendix115 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Steve Latham
IRS990EZ/BooksInCareOfDetail/PhoneNum06469191809
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06501 Pickens
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077007
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0215284
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03321
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0215713
IRS990EZ/GrossReceiptsAmt04529
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03321
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03321
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Steve Latham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0429
IRS990EZ/OtherExpensesTotalAmt01208
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PrimaryExemptPurposeTxt0Facilitate stock gifts for non-profits
IRS990EZ/ProgramServiceRevenueAmt04526
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Start-up expenses
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01208
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0212392
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01208
IRS990EZ/TotalProgramServiceExpensesAmt01208
IRS990EZ/TotalRevenueAmt04529
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04370
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt04370
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04370
IRS990ScheduleA/Total509Grp/TotalAmt04370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04373
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04373
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMerchant Account Fees 57Overpaid Donations 1,151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAdvance Distributions 0 429
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearFuture Distributions 0 205,615Due to DSI 0 122Unmatched Donations 0 1,655Loan from DSI 0 5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Steve Latham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum06469191809
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DonateStock Charitable Inc
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0871569770
ReturnHeader/Filer/USAddress/AddressLine1Txt06501 Pickens STE A
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077007
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811191999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Above the Curve LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04714 Dietrich Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078219
ReturnHeader/PreparerPersonGrp/PhoneNum02102482006
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward A Robles
ReturnHeader/ReturnTs02022-07-28T16:06:15-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Steve
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Latham
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$215,713
Liabilities
$212,392
Net assets
$3,321
Revenue
$4,529
Expenses
$1,208
Net income
$3,321
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.34$12.8$10.9$1.93
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$5.10$5.45$0.35
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.76$9.37$8.97$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.21$0.00$0.00$0.00$0.00