Sharegift USA

Nonprofit profile at a glance

EIN: 200974044
IRS 990-EZ coverage: 2015–2015
Forms available: Form 990 2014, Form 990-EZ 2015
Location: New York, NY, USA
Phone: 2128139677
Rating: 65
Verdict: SUPPORTED
Rating confidence: Moderate
Sector: Fund Raising and Fund Distribution

Official website

Reported finances

Revenue: $65,740
Expenses: $34,701
Assets: $39,529

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

SUSAN ELLEN WOLF (President)

People named in this filing

BARBARA MANFREY VOGELSTEIN (Chairman)
Claire Jane Mackintosh (Director)
Julian Roberts (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

ShareGift USA is a 501(c)(3) charitable organization that makes it easy for stockholders to donate small holdings of shares ("share" contributions) to benefit US charities. ShareGift USA collects these shares, aggregates them into tradable blocks, sells them and gives the proceeds to a variety of worthy US charities. ShareGift USA accepts donations from individual shareholders and also works with US corporations to help them identify members of their shareholder base who may wish to donate these small holdings.

What it reported doing in 2015

Operating model

Revenue model: Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model: Grant intermediary. The nonprofit sent 84% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

Financial Efficiency: 42
Transparency & Controls: 100
Sustainability: 65
Growth: 20

Detailed rating inputs

Financial Efficiency

Mission deployment rate: 31.8%; rating input score 32
Program expense ratio: 60.3%; rating input score 60

Transparency & Controls

Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
Major donor itemization: Yes; rating input score 100

Sustainability

Operating margin: 47.2%; rating input score 92; 92nd percentile among comparable filings
Total-asset coverage ratio: 1.14; rating input score 52; 52nd percentile among comparable filings
Liabilities to assets ratio: Limited
Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

Program expense growth: Limited
Revenue growth: -142.6% per year; rating input score 0; 1st percentile among comparable filings
Asset growth: 77.4% per year; rating input score 100; 98th percentile among comparable filings

Details

Where the money goes: 31.8% of revenue deployed · 60.3% of spending went to programs
Governance: Filed governance answers
Accomplishments: 1 filed program accomplishment · $21K in reported program spending
Leadership: top reported pay $0 · 8 people listed
Consistency: 8 of 8 current checks pass
Schedules: 3 filed schedules
Filing history: 1 filing year from 2015
Contacts: How to reach this organization
Money network: 5 filed money-flow records
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Moderate — Financial Efficiency: Mission deployment rate scored 32/100.
High — Growth: Revenue growth scored 0/100.
Review — Sustainability: Total-asset coverage ratio scored 52/100.
Review — Sustainability: Officer compensation ratio scored 57/100.