Civic Intelligence

Daniels Fund

990PF • Fiscal year 2020 • EIN 84-1393308

Jan 01, 2020 to Dec 31, 2020 • Filed on May 27, 2021

Organization Profile

View Organization Page

101 Monroe StreetDenver, CO 80206

(303) 393-7220

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

6th percentile

0.01x

Higher debt load relative to revenue than 6% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$1,072,890

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • $1B+ nonprofits • Source year 2020

Asset Growth

17th percentile

1.6%

Faster asset growth than 17% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

40%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

$1,271,851,319

No earlier filing loaded for comparison.

Net Assets

$1,270,837,563

No earlier filing loaded for comparison.

Liabilities

$1,013,756

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin77th percentile

Revenue

$97,503,421

No earlier filing loaded for comparison.

Expenses

$77,198,417

No earlier filing loaded for comparison.

Net Income

$20,305,004

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5B$1.0B$500M$0Assets 2020: $1,271,851,319Liabilities 2020: $1,013,756Net Assets 2020: $1,270,837,5632020Assets 2021: $1,337,017,417Liabilities 2021: $1,664,952Net Assets 2021: $1,335,352,4652021Assets 2022: $1,260,081,162Liabilities 2022: $71,728Net Assets 2022: $1,260,009,4342022Assets 2023: $1,303,622,638Liabilities 2023: $16,791Net Assets 2023: $1,303,605,8472023Assets 2024: $1,400,749,052Liabilities 2024: $9,113Net Assets 2024: $1,400,739,9392024

Highlighted filing

2020

Assets$1,271,851,319
Liabilities$1,013,756
Net Assets$1,270,837,563
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$200M$100M$0-$100MRevenue 2020: $97,503,421Expenses 2020: $77,198,417Net Income 2020: $20,305,0042020Revenue 2021: $136,981,565Expenses 2021: $72,466,663Net Income 2021: $64,514,9022021Revenue 2022: -$1,110,928Expenses 2022: $74,232,103Net Income 2022: -$75,343,0312022Revenue 2023: $123,024,315Expenses 2023: $79,427,902Net Income 2023: $43,596,4132023Revenue 2024: $184,503,751Expenses 2024: $85,624,815Net Income 2024: $98,878,9362024

Highlighted filing

2020

Revenue$97,503,421
Expenses$77,198,417
Net Income$20,305,004
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 27, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA CHILDEARSPresident And CEO Thru 4/2020FT$842,565$230,325$1,072,890
JEB DICKEYTreasurer And CFOFT$350,618$34,753$385,371
HANK BROWNDirector, Interim CEO Starting 5/2020FT$343,402$16,999$360,401
KRISTIN TODDExecutive Vice PresidentFT$270,695$41,597$312,292
WILLIAM FOWLERSenior Vice PresidentFT$257,041$41,347$298,388
DAVID BROWNSenior Vice PresidentFT$211,753$37,115$248,868
BO PERETTOSenior Vice PresidentFT$211,330$14,336$225,666
KARREN TURNERSecretary And Vice PresidentFT$115,460$20,510$135,970
RANDALL WELLSDirector-$64,000-$64,000
JAMES R NICHOLSONBoard Chairman-$63,505-$63,505
LEROY WILLIAMSDirector-$58,250-$58,250
JUNE TRAVISDirector-$58,000-$58,000
HANNA SKANDERAPresident And CEO, Starting 12/2020FT$53,442-$53,442
JOHN FITZGERALDDirector-$52,750-$52,750
BRIAN DEEVYDirector-$50,000-$50,000
MARGARET KELLYDirector-$46,505-$46,505
TOM MARINKOVICHDirectorPT$45,000-$45,000
FRANCISCO GARCIADirector-$42,255-$42,255
TONY ACONEDirector-$40,000-$40,000
NICOLE FRAZIERSenior Vice PresidentFT$10,405$150$10,555
JOHN SUTHERSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Daniels Fund
EIN
84-1393308
Phone
3033937220
Address
101 MONROE STREET, DENVER, CO 80206

Signing Officer

Name
Jeb Dickey
Title
Treasurer & CFO
Phone
3033937220
Signed
2021-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Kundinger Corder & Engle Pc
Address
475 LINCOLN STREET STE 200, DENVER, CO 80203
Preparer
Maria Montoya
Phone
3035345953
Raw XML AppendixShowing 400 of 7,950 raw XML fields

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4919341119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt508662600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512754607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt52591456
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt532655751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt542467544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt55337190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03575749
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt083818625
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0484975
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt086360
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt09689101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0LOSS FROM PASS-THROUGH ENTITIES REPORTED ON FORM 990-T
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-151389
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt097169835
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0333586
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt097503421
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt027400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt047400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt083818625
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02860939
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0228228
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03186976
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt065014075
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064920055
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0546099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03575749
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03575749
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt020305004
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt086360
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt086360
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt069512
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt08156
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt081162
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt084303600
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt096236197
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0384748
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt05497
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0392602
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03328867
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt078527
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt03441049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0439477
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt048825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0509227
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt09689101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt09537712
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0305002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0512000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01036431
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01334103
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt038405
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt01388967
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0102135
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0102135
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01337683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt074074889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0933638
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt077198417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt097169835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt097503421
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09060814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0933638
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012278362
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0208631
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0208631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt047017507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121010250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-611321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31591572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41352173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-809994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61358872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71421285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8286487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9729480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10138875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1154377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1328832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-702568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151173149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-392187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-1465788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181155713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1960858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt201247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt216552023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2212397155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-81923

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Filings

Displayed year

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

Open filing
Assets
$1,271,851,319
Liabilities
$1,013,756
Net assets
$1,270,837,563
Revenue
$97,503,421
Expenses
$77,198,417
Net income
$20,305,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,401$0.01$1,401$185$85.6$98.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,304$0.02$1,304$123$79.4$43.6
2022Detailed filing. Detailed filing data is available for this year.$1,260$0.07$1,260$1.11$74.2$75.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,337$1.66$1,335$137$72.5$64.5
2020Detailed filing. Detailed filing data is available for this year.$1,272$1.01$1,271$97.5$77.2$20.3