Civic Intelligence

The Daisy Fund

990EZ • Fiscal year 2015 • EIN 35-2372827

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

PO Box 90564San Antonio, TX 78209

(210) 872-2343

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

28th percentile

-5.9%

Higher net margin than 28% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$55,072

Down $13,205 (-19%) from 2014

Net Assets

Down

$55,072

Down $10,724 (-16%) from 2014

Liabilities

Down

$0

Down $2,481 (-100%) from 2014

Revenue

Up

$95,763

Up $15,987 (+20%) from 2014

Expenses

Up

$101,387

Up $14,147 (+16%) from 2014

Net Income

Up

-$5,624

Up $1,840 (+25%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $93,607Liabilities 2012: $1,942Net Assets 2012: $91,6652012Assets 2013: $75,741Liabilities 2013: $2,481Net Assets 2013: $73,2602013Assets 2014: $68,277Liabilities 2014: $2,481Net Assets 2014: $65,7962014Assets 2015: $55,072Liabilities 2015: $0Net Assets 2015: $55,0722015Assets 2016: $86,049Liabilities 2016: $0Net Assets 2016: $86,0492016Assets 2017: $197,305Liabilities 2017: $0Net Assets 2017: $197,3052017Assets 2018: $199,521Liabilities 2018: $0Net Assets 2018: $199,5212018Assets 2019: $132,964Liabilities 2019: $0Net Assets 2019: $132,9642019Assets 2020: $218,548Liabilities 2020: $0Net Assets 2020: $218,5482020Assets 2021: $124,748Liabilities 2021: $0Net Assets 2021: $124,7482021Assets 2022: $46,317Liabilities 2022: $0Net Assets 2022: $46,3172022Assets 2023: $126,695Liabilities 2023: $49,355Net Assets 2023: $77,3402023Assets 2024: $276,529Liabilities 2024: $103,251Net Assets 2024: $173,2782024

Highlighted filing

2015

Assets$55,072
Liabilities$0
Net Assets$55,072

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $116,220Expenses 2012: $111,651Net Income 2012: $4,5692012Revenue 2013: $67,028Expenses 2013: $85,433Net Income 2013: -$18,4052013Revenue 2014: $79,776Expenses 2014: $87,240Net Income 2014: -$7,4642014Revenue 2015: $95,763Expenses 2015: $101,387Net Income 2015: -$5,6242015Revenue 2016: $134,827Expenses 2016: $100,606Net Income 2016: $34,2212016Revenue 2017: $180,092Expenses 2017: $68,845Net Income 2017: $111,2472017Revenue 2018: $187,949Expenses 2018: $185,733Net Income 2018: $2,2162018Revenue 2019: $103,725Expenses 2019: $170,282Net Income 2019: -$66,5572019Revenue 2020: $285,069Expenses 2020: $199,485Net Income 2020: $85,5842020Revenue 2021: $133,715Expenses 2021: $227,515Net Income 2021: -$93,8002021Revenue 2022: $106,181Expenses 2022: $182,114Net Income 2022: -$75,9332022Revenue 2023: $431,447Expenses 2023: $436,796Net Income 2023: -$5,3492023Revenue 2024: $318,896Expenses 2024: $222,958Net Income 2024: $95,9382024

Highlighted filing

2015

Revenue$95,763
Expenses$101,387
Net Income-$5,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$95,763
Mission and Program Overview

Mission

The daisy fund, also known as daisycares, provides financial assistance to qualifying pet owners that are unable, in whole or in part, to pay for veterinary care pertaining to a life threatening pet illness, injury or condition.

Program Services

DescriptionGrantsExpenses
THE DAISY FUND, ALSO KNOWN AS DAISYCARES, AND THE SAN ANTONIO FOOD BANK HAVE PARTNERED TO CREATE THE DAISYCARES PET FOOD PROGRAM-A PROGRAM DESIGNED TO PROVIDE STRUGGLING FAMILIES AND INDIVIDUALS WITH PET FOOD ASSISTANCE FOR THEIR PETS. THE PROGRAM PROVIDES PET FOOD TO FAMILIES THROUGH THE SAN ANTONIO FOOD BANK'S ESTABLISHED NETWORK OF PARTNER AGENCIES ALREADY PROVIDING EMERGENCY FOOD ASSISTANCE TO FAMILIES AND INDIVIDUALS IN NEED.$16,000$16,000
THE DAISY FUND'S VETERINARY CARE PROGRAM WAS CREATED TO HELP NEEDY PET OWNERS WITH THE COST OF VETERINARY CARE FOR THEIR PETS. IT WAS CREATED TO AID PET OWNERS WITH DEMONSTRATED FINANCIAL NEED BY SUPPLEMENTING THE COST OF VETERINARY CARE FOR THEIR PETS. FUNDS ARE PAID DIRECTLY TO THE VETERINARY CLINICS BASED UPON APPROVED APPLICATIONS AND INVOICES SUBMITTED.$5,532$5,532
THE DAISYCARES PROJECT KINDNESS WAS CREATED TO EDUCATE CHILDREN ABOUT KINDNESS TO ANIMALS THROUGH EDUCATION AND AWARENESS. THE PROGRAM EDUCATES CHILDREN AT SCHOOLS, AFTER SCHOOL PROGRAMS AND CAMPS ABOUT KINDNESS TO ANIMALS BY WAY OF AN INTERACTIVE GROUP ACTIVITY ADJUSTED TO MEET THE AGE OF THE SPECIFIC GROUP OF CHILDREN AND ALLOCATED TIME.$594$594
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMI E GORDONPresidentPT$0--
SUE GORDONDirector-$0--
JUANA J GONZALEZSecretaryPT$0--
CASSANDRA ROSSVice President-$0--
LANDON ROSSTreasurer-$0--
SCOTT HENSLEEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Daisy Fund
EIN
35-2372827
Phone
2108722343
Address
PO BOX 90564, SAN ANTONIO, TX 78209

Signing Officer

Name
Amy Gordon
Title
President
Phone
2108722343
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
9311 SAN PEDRO AVE SUITE 1400, SAN ANTONIO, TX 78216
Preparer
Suzanne Markgraf
Phone
2107371042
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: refund. Amount: 18.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: san antonio food bank. Grantee address: 5200 old highway 90 west san antonio, tx 78227. Amount given: 16,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: direct payments to various veterinary clinics for grantee name: direct payments to various veterinary clinics for. Amount given: 5,532.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: direct payments to support project kindness. Amount given: 594. Total included on form 990-ez, line 10: 22,126.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: payroll tax expenses. Amount: 1,648. Description: supplies. Amount: 96. Description: website design & maintenance. Amount: 16,231. Description: marketing expenses. Amount: 1,054. Description: bank fees . Amount: 12. Description: administration/facilities. Amount: 32,556. Total to form 990-ez, line 16: 51,597.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: current year adjustment-contribution income collected by san antonio food bk. Amount: -5,100.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll tax liability. Beg. Of year amount: 2,481. End of year amount: 0.

Raw XML Appendix181 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CASSANDRA ROSS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT HENSLEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt0-5100
IRS990EZ/OtherExpensesTotalAmt051597
IRS990EZ/OtherRevenueTotalAmt018
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE DAISY FUND, ALSO KNOWN AS DAISYCARES, PROVIDES FINANCIAL ASSISTANCE TO QUALIFYING PET OWNERS THAT ARE UNABLE, IN WHOLE OR IN PART, TO PAY FOR VETERINARY CARE PERTAINING TO A LIFE THREATENING PET ILLNESS, INJURY OR CONDITION.
IRS990EZ/PrintingPublicationsPostageAmt0542
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE DAISY FUND, ALSO KNOWN AS DAISYCARES, AND THE SAN ANTONIO FOOD BANK HAVE PARTNERED TO CREATE THE DAISYCARES PET FOOD PROGRAM-A PROGRAM DESIGNED TO PROVIDE STRUGGLING FAMILIES AND INDIVIDUALS WITH PET FOOD ASSISTANCE FOR THEIR PETS. THE PROGRAM PROVIDES PET FOOD TO FAMILIES THROUGH THE SAN ANTONIO FOOD BANK'S ESTABLISHED NETWORK OF PARTNER AGENCIES ALREADY PROVIDING EMERGENCY FOOD ASSISTANCE TO FAMILIES AND INDIVIDUALS IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE DAISY FUND'S VETERINARY CARE PROGRAM WAS CREATED TO HELP NEEDY PET OWNERS WITH THE COST OF VETERINARY CARE FOR THEIR PETS. IT WAS CREATED TO AID PET OWNERS WITH DEMONSTRATED FINANCIAL NEED BY SUPPLEMENTING THE COST OF VETERINARY CARE FOR THEIR PETS. FUNDS ARE PAID DIRECTLY TO THE VETERINARY CLINICS BASED UPON APPROVED APPLICATIONS AND INVOICES SUBMITTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE DAISYCARES PROJECT KINDNESS WAS CREATED TO EDUCATE CHILDREN ABOUT KINDNESS TO ANIMALS THROUGH EDUCATION AND AWARENESS. THE PROGRAM EDUCATES CHILDREN AT SCHOOLS, AFTER SCHOOL PROGRAMS AND CAMPS ABOUT KINDNESS TO ANIMALS BY WAY OF AN INTERACTIVE GROUP ACTIVITY ADJUSTED TO MEET THE AGE OF THE SPECIFIC GROUP OF CHILDREN AND ALLOCATED TIME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15532
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2594
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15532
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2594
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DAISYCARES.COM
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE DAISY FUND MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND COMMUNITY BUSINESS LEADERS. THE ORGANIZATION LOST ITS PRIMARY GRANT WRITER TOWARDS THE END OF 2014 AND ITS MARKETING PERSON IN JULY 2015. THE ORGANIZATION HAS SINCE TEAMED UP WITH THE SAN ANTONIO FOOD BANK TO RAISE AWARENESS OF AND SOLICIT FUNDS FOR ITS VETERINARY CARE AND PET FOOD PROGRAMS.THE DAISY FUND'S BOARD REPRESENTS THE BROAD INTEREST OF THE PUBLIC AS THE BOARD MEMBERS ARE ACTIVE IN THE COMMUNITY WITHIN THE SAN ANTONIO/AUSTIN METROPOLITAN AREAS. SOURCES OF SUPPORT INCLUDE INDIVIDUALS, CHARITABLE TRUSTS, CHARITABLE FOUNDATIONS AND BUSINESS INTERESTS.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076806
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: REFUND. AMOUNT: 18.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: SAN ANTONIO FOOD BANK. GRANTEE ADDRESS: 5200 OLD HIGHWAY 90 WEST SAN ANTONIO, TX 78227. AMOUNT GIVEN: 16,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: DIRECT PAYMENTS TO VARIOUS VETERINARY CLINICS FOR GRANTEE NAME: DIRECT PAYMENTS TO VARIOUS VETERINARY CLINICS FOR. AMOUNT GIVEN: 5,532.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: DIRECT PAYMENTS TO SUPPORT PROJECT KINDNESS. AMOUNT GIVEN: 594. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 22,126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: PAYROLL TAX EXPENSES. AMOUNT: 1,648. DESCRIPTION: SUPPLIES. AMOUNT: 96. DESCRIPTION: WEBSITE DESIGN & MAINTENANCE. AMOUNT: 16,231. DESCRIPTION: MARKETING EXPENSES. AMOUNT: 1,054. DESCRIPTION: BANK FEES . AMOUNT: 12. DESCRIPTION: ADMINISTRATION/FACILITIES. AMOUNT: 32,556. TOTAL TO FORM 990-EZ, LINE 16: 51,597.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CURRENT YEAR ADJUSTMENT-CONTRIBUTION INCOME COLLECTED BY SAN ANTONIO FOOD BK. AMOUNT: -5,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: PAYROLL TAX LIABILITY. BEG. OF YEAR AMOUNT: 2,481. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02108722343
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAISY FUND
ReturnHeader/Filer/BusinessNameControlTxt0DAIS
ReturnHeader/Filer/EIN0352372827
ReturnHeader/Filer/PhoneNum02108722343
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 90564
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09311 SAN PEDRO AVE SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02107371042
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE MARKGRAF
ReturnHeader/ReturnTs02016-11-10T16:33:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.77$1.03$1.73$3.19$2.23$0.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.49$0.77$4.31$4.37$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.06$1.82$0.76
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.34$2.28$0.94
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$2.85$1.99$0.86
2019Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.04$1.70$0.67
2018Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.88$1.86$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.80$0.69$1.11
2016Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.35$1.01$0.34
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.96$1.01$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.02$0.66$0.80$0.87$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.73$0.67$0.85$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.02$0.92$1.16$1.12$0.05