Civic Intelligence

Leo Daniel Foundation

990PF • Fiscal year 2020 • EIN 20-5086929

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
317 Sidney Baker St Ste 400Kerrville, TX 78028-6150

(210) 617-4728

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

85th percentile

43%

Higher net margin than 85% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

5th percentile

-13%

Faster asset growth than 5% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$9,287,713

Down $1,435,551 (-13%) from 2019

Net Assets

Down

$9,287,713

Down $1,435,551 (-13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin85th percentile

Revenue

Up

$1,296,192

Up $581,279 (+81%) from 2019

Expenses

Up

$734,934

Up $37,474 (+5.4%) from 2019

Net Income

Up

$561,258

Up $543,805 (+3116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

$15M$10M$5.0M$0Assets 2010: $711,629Liabilities 2010: $7,409Net Assets 2010: $704,2202010Assets 2011: $7,643,860Liabilities 2011: $02011Assets 2012: $7,841,036Liabilities 2012: $02012Assets 2013: $7,771,003Liabilities 2013: $02013Assets 2014: $8,171,096Liabilities 2014: $0Net Assets 2014: $8,171,0962014Assets 2015: $8,386,580Liabilities 2015: $02015Assets 2019: $10,723,264Liabilities 2019: $0Net Assets 2019: $10,723,2642019Assets 2020: $9,287,713Liabilities 2020: $0Net Assets 2020: $9,287,7132020Assets 2021: $9,365,569Liabilities 2021: $0Net Assets 2021: $9,365,5692021Assets 2022: $9,568,167Liabilities 2022: $0Net Assets 2022: $9,568,1672022Assets 2023: $9,697,678Liabilities 2023: $0Net Assets 2023: $9,697,6782023Assets 2024: $9,606,611Liabilities 2024: $0Net Assets 2024: $9,606,6112024

Highlighted filing

2020

Assets$9,287,713
Liabilities$0
Net Assets$9,287,713
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $200,9952010Revenue 2011: $5,835,467Expenses 2011: $230,128Net Income 2011: $5,605,3392011Revenue 2012: $390,342Expenses 2012: $530,793Net Income 2012: -$140,4512012Revenue 2013: $228,369Expenses 2013: $339,908Net Income 2013: -$111,5392013Revenue 2014: $831,480Expenses 2014: $405,884Net Income 2014: $425,5962014Revenue 2015: $458,739Expenses 2015: $469,881Net Income 2015: -$11,1422015Revenue 2019: $714,913Expenses 2019: $697,460Net Income 2019: $17,4532019Revenue 2020: $1,296,192Expenses 2020: $734,934Net Income 2020: $561,2582020Revenue 2021: $811,843Expenses 2021: $733,987Net Income 2021: $77,8562021Revenue 2022: $924,439Expenses 2022: $721,841Net Income 2022: $202,5982022Revenue 2023: $882,124Expenses 2023: $752,613Net Income 2023: $129,5112023Revenue 2024: $740,808Expenses 2024: $831,875Net Income 2024: -$91,0672024

Highlighted filing

2020

Revenue$1,296,192
Expenses$734,934
Net Income$561,258
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN GRUNDHOEFERPresident-$0--
MARY JO GRUNDHOEFERVice President/Secretary-$0--
DANIEL GRUNDHOEFERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Leo Daniel Foundation
EIN
20-5086929
Phone
2106174728
Address
317 SIDNEY BAKER ST STE 400, KERRVILLE, TX 78028-6150

Signing Officer

Name
Bryan Grundhoefer
Title
President
Phone
2106174728
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
19026 RIDGEWOOD PKWY STE 400, SAN ANTONIO, TX 78259
Preparer
Josephine Behrend
Phone
2108286281
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37271.00 SHARES ANSYS INCORPORATED (ANSS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38789.000 SHARES ASPEN TECHNOLOGY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm392,738.000 SHARES BENTLEY SYSTEMS INCORPORATED COM CLASS B (BSY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401,937.000 SHARES BERKLEY W R CORPORATION (WRB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41519.000 SHARES BRIGHT HORIZONS FAM SOL IN DEL (BFAM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42963.000 SHARES CDW CORPORATION (CDW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43641.000 SHARES CHARLES RIV LABS INTERNATIONAL INCORPORATED (CRL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44199.000 SHARES CHEMED CORPORATION NEW (CHE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45405.000 SHARES COOPER COMPANIES INCORPORATED COM NEW (COO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461,084.000 SHARES COPART INCORPORATED (CPRT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47723.000 SHARES DOCUSIGN INCORPORATED (DOCU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm483,428.000 SHARES ELANCO ANIMAL HEALTH INCORPORATED (ELAN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49624.000 SHARES EQIFAX INCORPORATED (EFX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50817.000 SHARES EXPONENT INCORPORATED (EXPO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511,855.000 SHARES FLIR SYSTEMS INCORPORATED (FLIR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52165.000 SHARES FAIR ISAAC CORPORATION (FICO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53508.000 SHARES HENRY JACK & ASSOC INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541,140.000 SHARES INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A (IBKR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55392.000 SHARES LENNOX INTERNATIONAL INCORPORATED (LII)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56430.000 SHARES MSCI INCORPORATED (MSCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57700.000 SHARES NORDSON CORPORATION (NDSN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58425.000 SHARES POOL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm592,229.000 SHARES ROLLINS INCORPORATED (ROL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601,290.000 SHARES SCOTTS MIRACL GRO COMPANY CLASS A (SMG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611,135.000 SHARES SITEONE LANDSCAPE SUPPLY INCORPORATED (SITE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621,833.000 SHARES TERADYNE INCORPORATED (TER)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631,370.000 SHARES THOR INDUSTRIES INCORPORATED (THO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64459.000 SHARES ZEBRA TECHNOLOGIES CORPORATION CLASS A (ZBRA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651,007.000 SHARES ALLEGION PLC ORD SHS (IRELAND) (ALLE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm662,145.000 SHARES ENBRIDGE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671,525.000 SHARES VERIZON COMMUNICATIONS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm682,584.921 SHARES ALGER SPECTRA FUND INSTITUTIONAL CLASS N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm696,159.834 SHARES JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO CL N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm705,052.777 SHARES PERFORMANCE TRUST STRATEGIC BOND FUND INSTL CL N/L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm713,868.949 SHARES VIRTUS KAR CAPITAL GROWTH FUND CLASS I N/L (PLXGX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721,745.505 SHARES VIRTUS ZEVENBERGEN INNOVATIVE GROWTH STOCK FD CLS I N/L (SC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73500.000 SHARES BLACKROCK TAX MUNICPAL BD TR SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm745,000.000 SHARES FRANKLIN UNVL TR SH BEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt139309
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2362823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt342288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt554355
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt625729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt741600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt856354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt950707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1099934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11149962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12381233
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0COLLECTIBLES - HELD FOR INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GOLD INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2INVESTMENT IN WMG HEALTHCARE PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3265.000 SHARES CROWN CASTLE INTERNATIONAL CORPORATION NEW REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt483.000 SHARES BROOKFIELD INFRASTRUCTURE CORPORATION COM SB VTG SHS A (CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52,610.000 SHARES ENTERPRISE PRODUCTS PARTNERS L P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6750.000 SHARES BROOKFIELD INFAST PARTNERS LP LP INT UNIT (BERMUDA)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7500.00 SHARES ISHARES TR RUS MD CP GR ETF (IWP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8500.000 SHARES ISHARES TR RUS TP200 GR ETF (IWY)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9425.000 SHARES ISHARES TR USA MOMENTUM FCT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10350.000 SHARES VANGUARD INFORMATION TECHNOLOGY ETF (VGT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1160,630.674 SHARES FRANKLIN INCOME FUND CLASS A1 M/F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1231,854.579 SHARES ACAP STRATEGIC FUND CLASS A M/F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt160433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21892380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt551130
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt637080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt751325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt866520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt968548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10123827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11147570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12864215
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt097525
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03735
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0621026
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0734934
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01290819
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0113615
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0123374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0666393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1866814
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41442848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-37260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-92612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-362989
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-362989
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0629133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1774202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21772172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3551254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42334270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt542353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,287,713
Liabilities
$0
Net assets
$9,287,713
Revenue
$1,296,192
Expenses
$734,934
Net income
$561,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$0.74$0.83$0.09
2023Detailed filing. Detailed filing data is available for this year.$9.70$0.00$9.70$0.88$0.75$0.13
2022Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.92$0.72$0.20
2021Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.81$0.73$0.08
2020Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$1.30$0.73$0.56
2019Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.71$0.70$0.02
2015Summary only. Only limited summary data is available for this year.$8.39$0.00$0.46$0.47$0.01
2014Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.83$0.41$0.43
2013Summary only. Only limited summary data is available for this year.$7.77$0.00$0.23$0.34$0.11
2012Summary only. Only limited summary data is available for this year.$7.84$0.00$0.39$0.53$0.14
2011Summary only. Only limited summary data is available for this year.$7.64$0.00$5.84$0.23$5.61
2010Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$0.20