Civic Intelligence

Daniel Foundation Inc.

990 • Fiscal year 2018 • EIN 59-2953807

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.DANIELKIDS.ORG
4203 Southpoint BlvdJacksonville, FL 32216

(904) 296-1055

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

55th percentile

0.12x

Higher debt load relative to revenue than 55% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

84th percentile

$152,229

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 21.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

63rd percentile

5.2%

Faster asset growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

0.5%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,047,781

Up $200,346 (+5.2%) from 2017

Net Assets

Up

$3,963,285

Up $280,480 (+7.6%) from 2017

Liabilities

Down

$84,496

Down $80,134 (-49%) from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin85th percentile

Revenue

Up

$713,650

Up $3,803 (+0.5%) from 2017

Expenses

Down

$480,105

Down $22,950 (-4.6%) from 2017

Net Income

Up

$233,545

Up $26,753 (+13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,853,994Liabilities 2011: $281,493Net Assets 2011: $3,572,5012011Assets 2012: $3,688,394Liabilities 2012: $178,818Net Assets 2012: $3,509,5762012Assets 2013: $3,968,132Liabilities 2013: $27,896Net Assets 2013: $3,940,2362013Assets 2014: $4,357,864Liabilities 2014: $49,966Net Assets 2014: $4,307,8982014Assets 2015: $3,741,810Liabilities 2015: $69,516Net Assets 2015: $3,672,2942015Assets 2016: $3,511,733Liabilities 2016: $58,496Net Assets 2016: $3,453,2372016Assets 2017: $3,847,435Liabilities 2017: $164,630Net Assets 2017: $3,682,8052017Assets 2018: $4,047,781Liabilities 2018: $84,496Net Assets 2018: $3,963,2852018Assets 2019: $4,036,978Liabilities 2019: $34,165Net Assets 2019: $4,002,8132019Assets 2020: $4,090,868Liabilities 2020: $32,724Net Assets 2020: $4,058,1442020Assets 2021: $4,940,773Liabilities 2021: $33,949Net Assets 2021: $4,906,8242021Assets 2022: $4,219,451Liabilities 2022: $32,702Net Assets 2022: $4,186,7492022Assets 2023: $4,560,003Liabilities 2023: $33,417Net Assets 2023: $4,526,5862023Assets 2024: $4,947,239Liabilities 2024: $33,417Net Assets 2024: $4,913,8222024

Highlighted filing

2018

Assets$4,047,781
Liabilities$84,496
Net Assets$3,963,285
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2011: $1,666,152Expenses 2011: $912,219Net Income 2011: $753,9332011Expenses 2012: $807,0012012Revenue 2013: $1,091,485Expenses 2013: $660,825Net Income 2013: $430,6602013Revenue 2014: $947,216Expenses 2014: $629,158Net Income 2014: $318,0582014Revenue 2015: $774,085Expenses 2015: $725,361Net Income 2015: $48,7242015Revenue 2016: $774,366Expenses 2016: $576,843Net Income 2016: $197,5232016Revenue 2017: $709,847Expenses 2017: $503,055Net Income 2017: $206,7922017Revenue 2018: $713,650Expenses 2018: $480,105Net Income 2018: $233,5452018Revenue 2019: $328,190Expenses 2019: $101,642Net Income 2019: $226,5482019Revenue 2020: $451,065Expenses 2020: $74,855Net Income 2020: $376,2102020Revenue 2021: $300,250Expenses 2021: $79,290Net Income 2021: $220,9602021Revenue 2022: $215,809Expenses 2022: $33,999Net Income 2022: $181,8102022Revenue 2023: $219,163Expenses 2023: $32,980Net Income 2023: $186,1832023Revenue 2024: $228,757Expenses 2024: $44,732Net Income 2024: $184,0252024

Highlighted filing

2018

Revenue$713,650
Expenses$480,105
Net Income$233,545
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$1,184,866
Mission and Program Overview

Mission

Daniel foundation exists to see the furtherance of charitable, scientific, and education activities in the local community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,316,559$3,574,374▲ $257,815
Savings and Temporary Cash Investments$328,973$274,519▼ $54,454
Land, Buildings, and Equipment, Net$0$7,944▲ $7,944
Accounts Receivable$8,800$1,500▼ $7,300
Prepaid Expenses and Deferred Charges$3,911$500▼ $3,411
Total Assets$3,847,435$4,047,781▲ $200,346
Other Assets Total$189,192$188,944▼ $248
Liabilities
Other Liabilities$152,830$80,376▼ $72,454
Deferred Revenue$10,000$3,000▼ $7,000
Accounts Payable and Accrued Expenses$1,800$1,120▼ $680
Total Liabilities$164,630$84,496▼ $80,134
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,040,356$3,259,471▲ $219,115
Unrestricted Net Assets$568,214$651,489▲ $83,275
Temporarily Rstr Net Assets$74,235$52,325▼ $21,910
Total Net Assets Fund Balance$3,682,805$3,963,285▲ $280,480
Total Liabilities and Net Assets / Fund Balance$3,847,435$4,047,781▲ $200,346

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,944$611$8,555

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,720,860$54,640▲ $210,771$663,826$3,311,795
2017$3,413,088$61,694▲ $268,597$22,519$3,720,860
2016$3,434,946$45,652▼ $13,204$54,306$3,413,088
2015$3,428,577$114,363▲ $270$108,264$3,434,946
2014$3,082,552$150,376▲ $321,579$125,930$3,428,577
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Lesley a WellsCEO/president (4/1/18 - 6/30/18)$114,507$114,507
Dr Renato RomeroPsychiatrist$113,063$113,063
Felipe PiaChief Financial Officer$100,747$100,747
Jaime MericleVP of Clinical Services$83,440$83,440
Wray D StandardVP of Community Programs$71,076$71,076

Board Members and Trustees

NameTitle
Shepherd Colledge ShepChairman
James ClarkCEO/president (7/1/17 - 4/1/18)
Lewis HunterVice Chairman
Anne McintoshBoard Member
Anthony GiovannettiBoard Member
Barry HallBoard Member
Becky WachholzBoard Member
Betsy C CoxBoard Member
Brian CoughlinBoard Member
C Jeanine FicklingBoard Member
Clarence Hal HoustonBoard Member
Dan JacksonBoard Member
David AshleyBoard Member
David WinslowBoard Member
Earl Chip TrefryBoard Member
J Matt EnglandBoard Member
Jackie CookBoard Member
Jaime Calzada MdBoard Member
Jim ThompsonBoard Member
Joan Betty JotanovicBoard Member
John P WilchekBoard Member
Kirby H GriffinBoard Member
Matthew Robertson MdBoard Member
Phillip a BuhlerBoard Member
Susan ReeceBoard Member
Tea Stephens MdBoard Member
Timothy J CorriganBoard Member
Vada RosenBoard Member
Madison B ShellyChief Development Officer
Jay RolfeSecretary
James Peavey JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$587,778
Program Service Revenue
$0
Investment Income
$161,614
Other Revenue
$-35,742
All Other Contributions
$415,114
Change in Net Assets
$233,545

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$84,828Thrift Shop Value
Total Noncash Contributions$84,828-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$469,455
Grants and Similar Amounts Paid$10,650
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates-$344,812-$344,812
Fees for Service Investment Mgmnt Fees-$32,805-$32,805
Fees for Services Other-$31,350-$31,350
Office Expenses-$23,847-$23,847
Grants to Domestic Individuals$10,650--$10,650
Insurance-$8,189-$8,189
Advertising-$6,869-$6,869
Conferences and Meetings-$3,172-$3,172
Information Technology-$2,299-$2,299
Travel-$1,835-$1,835
All Other Expenses-$1,319-$1,319
Other Expenses-$993-$993
Depreciation Depletion-$803-$803
Total Functional Expenses$10,650$469,455$0$480,105
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$98,281
Fundraising Gross Income$62,539
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$72,286$38,249$1,802$36,447
Backyard Bbq$64,738$8,060$13,846$-5,786
Total Events$206,803$62,539$98,281$-35,742
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$80,376
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form is reviewed by the audit and finance committe before filing.”

Form 990, Part VI, Section B, Line 12C

“Any known or possible conflicts of interest are reviewed and brought to the attention of the audit and finance committee.”

Form 990, Part VI, Section B, Line 15

“The chairs of the board review and evaluate upper management and officers annually. The human resources department recieves the corporate salary information from human resources associations. The cfo reviews and evaluates key employees.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflicts of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Daniel Foundation Inc
EIN
59-2953807
Phone
9042961055
Address
4203 SOUTHPOINT BLVD, JACKSONVILLE, FL 32216

Signing Officer

Name
Felipe Pia
Title
Chief Financial Officer
Phone
9042961055
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Felipe Pia
Formed
1989
Legal Domicile
Fl
Voting Board Members
29
Independent Board Members
29
Employees
0
Volunteers
1,000

Preparer

Firm
Carr Riggs & Ingram LLC
Address
637 PARK STREET, JACKSONVILLE, FL 32204
Preparer
Raymond Z Bateh CPA
Phone
9043566023
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transferred assets to affiliates for use in operations -5,000.”

Financial Statement Notes

PART V, LINE 4:

“Term endowments are used for new buildings and building improvements. Permanent endowments are used for general operations, client care services, and education services. Quasi endowments are board directed.”

PART X, LINE 2:

“The organization evaluates its tax positions taken for any uncertainties in accordance with authoritative guidance. The organization recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be upheld upon examination by taxing authorities. Management believes that it has appropriate support for any tax positions taken and does not have any uncertain tax positions that would require recognition of a liability or disclosure in the financial statements as of june 30, 2018. The daniel memorial, inc., daniel foundation, inc. And daniel memorial properties, inc. Each file an annual return of organization exempt from income tax (form 990). Daniel jaxbuild, inc. And daniel payne academy, inc. Each file annual electronic notice (e-postcard) for tax-exempt organizations not required to file form 990 or form 990ez (form 990-n). Information tax returns for fiscal years 2015 through 2017 remain open to examination by federal taxing authorities, generall for three years after being filed.”

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IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES PEAVEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm18SUSAN REECE
IRS990/Form990PartVIISectionAGrp/PersonNm19MATTHEW ROBERTSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm20JAY ROLFE
IRS990/Form990PartVIISectionAGrp/PersonNm21VADA ROSEN
IRS990/Form990PartVIISectionAGrp/PersonNm22TEA STEPHENS MD
IRS990/Form990PartVIISectionAGrp/PersonNm23JIM THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm24EARL CHIP TREFRY
IRS990/Form990PartVIISectionAGrp/PersonNm25BECKY WACHHOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm26JOHN P WILCHEK
IRS990/Form990PartVIISectionAGrp/PersonNm27DAVID WINSLOW
IRS990/Form990PartVIISectionAGrp/PersonNm28ANNE MCINTOSH
IRS990/Form990PartVIISectionAGrp/PersonNm29MADISON B SHELLY
IRS990/Form990PartVIISectionAGrp/PersonNm30JAIME MERICLE
IRS990/Form990PartVIISectionAGrp/PersonNm31WRAY D STANDARD
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt27BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt28BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt29CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt30VP OF CLINICAL SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt31VP OF COMMUNITY PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt32CEO/PRESIDENT (7/1/17 - 4/1/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt33CEO/PRESIDENT (4/1/18 - 6/30/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt34CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt35PSYCHIATRIST
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IRS990/LocalChaptersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0DANIEL FOUNDATION EXISTS TO SEE THE FURTHERANCE OF CHARITABLE, SCIENTIFIC, AND EDUCATION ACTIVITIES IN THE LOCAL COMMUNITY.

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,047,781
Liabilities
$84,496
Net assets
$3,963,285
Revenue
$713,650
Expenses
$480,105
Net income
$233,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.03$4.91$0.23$0.04$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.03$4.53$0.22$0.03$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.03$4.19$0.22$0.03$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.94$0.03$4.91$0.30$0.08$0.22
2020Detailed filing. Detailed filing data is available for this year.$4.09$0.03$4.06$0.45$0.07$0.38
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.03$4.00$0.33$0.10$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.05$0.08$3.96$0.71$0.48$0.23
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.16$3.68$0.71$0.50$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.51$0.06$3.45$0.77$0.58$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.74$0.07$3.67$0.77$0.73$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.36$0.05$4.31$0.95$0.63$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.03$3.94$1.09$0.66$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.18$3.51$0.81
2011Summary only. Only limited summary data is available for this year.$3.85$0.28$3.57$1.67$0.91$0.75