DONATESTOCK CHARITABLE INC

EIN: 871569770 501(c)(3) Public & Societal Benefit

Houston, TX

Total Revenue
$12,796,089
Total Expenses
$10,867,822
Total Assets
$2,345,115
Net Assets
$2,343,219
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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
2021
Legal Domicile
TX
Principal Officer
Steve Latham
Phone
6469191809
Tax Period
2024-01-01 to 2024-12-31

DONATESTOCK CHARITABLE INC, founded in 2021, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $12.8M in total revenue in fiscal year 2024. The organization ran a surplus of $1.9M, a strong 15% operating margin.

Mission

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

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,778,129
Program Service Revenue $0
Investment Income $17,960
Other Revenue $0
TOTAL REVENUE $12,796,089

Expense Breakdown

Grants Paid $10,585,357
Salaries & Benefits $0
Fundraising Expenses $786
Program Expenses $10,867,036
Other Expenses $281,679
TOTAL EXPENSES $10,867,822

Year-over-Year Comparison

2024 2023 Change
Revenue $12,796,089 N/A N/A
Expenses $10,867,822 N/A N/A
Net Income $1,928,267 N/A N/A
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

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Governance

Voting Members
4
Independent Members
3
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
0
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Steve Latham Chairman 4.00
Director
$0 $0 $0
Anthony Chukumba Director 0.50
Director
$0 $0 $0
Vanessa Chambers Director 0.50
Director
$0 $0 $0
Berna Barshay Secretary 0.50
Director
$0 $0 $0
Jean Vendice Treasurer 0.50
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
2024 $12,796,089 $10,867,822 $2,345,115 $1,928,267
2023 $5,095,831 $5,445,995 $408,955 $-350,164
2022 $9,373,136 $8,971,558 $790,466 $401,578
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