Civic Intelligence

The Daisy Fund

990EZ • Fiscal year 2021 • EIN 35-2372827

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

5200 Enrique M Barrera PkwySan Antonio, TX 78227

(210) 431-8520

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

9th percentile

-70%

Higher net margin than 9% 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

10th percentile

-43%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-53%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$124,748

Down $93,800 (-43%) from 2020

Net Assets

Down

$124,748

Down $93,800 (-43%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$133,715

Down $151,354 (-53%) from 2020

Expenses

Up

$227,515

Up $28,030 (+14%) from 2020

Net Income

Down

-$93,800

Down $179,384 (-210%) from 2020

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

2021

Assets$124,748
Liabilities$0
Net Assets$124,748

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

2021

Revenue$133,715
Expenses$227,515
Net Income-$93,800
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$133,715
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. 90,120 PETS WERE SERVED IN 2021.$103,439$103,439
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. 46 PETS WERE SERVED IN 2021.$10,101$10,101
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD BOROWSKIDirector-$0--
LYNZEE HILLDirector-$0--
GEORGE SALINAS ESQDirector-$0--
ERIC FISCHERDirector-$0--
AMI GORDONFounder/Director-$0--
ERIC COOPERPresident, CEOPT$0--
LISA COWANSecretary-$0--
COURTNEY CUNNINGHAMTreasurer-$0--
CHASTITY SCANTLANDVice Chair-$0--
KIM SMITHChair-$0--
Filing and Contact Details

Filer

Filer Name
The Daisy Fund
EIN
35-2372827
Phone
2104318520
Address
5200 ENRIQUE M BARRERA PKWY, SAN ANTONIO, TX 78227

Signing Officer

Name
Kim Smith
Title
Board Chair
Phone
2104318520
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
9311 SAN PEDRO AVE, SAN ANTONIO, TX 78216
Preparer
Nancy Imholte
Phone
2107371042
Supplemental Narrative

Additional Explanations

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

Activity classification: . Grantee name: san antonio food bank-daisycares pet food program. Grantee address: 5200 old highway 90 west san antonio, tx 78227. Amount given: 103,439.

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: 10,101. Total included on form 990-ez, line 10: 113,540.

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

Description: supplies. Amount: 2,665. Description: website design & maintenance. Amount: 1,587. Description: fundraising expenses. Amount: 30. Description: bank fees. Amount: 764. Description: administration. Amount: 93,914. Description: insurance. Amount: 970. Description: membership fees. Amount: 688. Description: miscellaneous expenses. Amount: 399. Total to form 990-ez, line 16: 101,017.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other. Beg. Of year amount: 375. End of year amount: 375.

Raw XML Appendix203 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/TitleTxt5PRESIDENT, CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
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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/PrintingPublicationsPostageAmt03458
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. 90,120 PETS WERE SERVED IN 2021.
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. 46 PETS WERE SERVED IN 2021.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: SAN ANTONIO FOOD BANK-DAISYCARES PET FOOD PROGRAM. GRANTEE ADDRESS: 5200 OLD HIGHWAY 90 WEST SAN ANTONIO, TX 78227. AMOUNT GIVEN: 103,439.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: DIRECT PAYMENTS TO VARIOUS VETERINARY CLINICS FOR GRANTEE NAME: DIRECT PAYMENTS TO VARIOUS VETERINARY CLINICS FOR. AMOUNT GIVEN: 10,101. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 113,540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SUPPLIES. AMOUNT: 2,665. DESCRIPTION: WEBSITE DESIGN & MAINTENANCE. AMOUNT: 1,587. DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 30. DESCRIPTION: BANK FEES. AMOUNT: 764. DESCRIPTION: ADMINISTRATION. AMOUNT: 93,914. DESCRIPTION: INSURANCE. AMOUNT: 970. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 688. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 399. TOTAL TO FORM 990-EZ, LINE 16: 101,017.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 375. END OF YEAR AMOUNT: 375.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02104318520
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAISY FUND
ReturnHeader/Filer/BusinessNameControlTxt0DAIS
ReturnHeader/Filer/EIN0352372827
ReturnHeader/Filer/PhoneNum02104318520
ReturnHeader/Filer/USAddress/AddressLine1Txt05200 ENRIQUE M BARRERA PKWY
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078227
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09311 SAN PEDRO AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02107371042
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NANCY IMHOLTE
ReturnHeader/ReturnTs02022-11-15T12:01:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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