Civic Intelligence

Daniels Fund

990PF • Fiscal year 2021 • EIN 84-1393308

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 29, 2022

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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2021 filings • $1B+ nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2021 filings • $1B+ nonprofits • Source year 2021

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

2021 filings • $1B+ nonprofits • Source year 2021

Top Officer Pay

19th percentile

$548,633

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2021 filings • $1B+ nonprofits • Source year 2021

Asset Growth

22nd percentile

5.1%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $1B+ nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

40%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • $1B+ nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$1,337,017,417

Up $65,166,098 (+5.1%) from 2020

Net Assets

Up

$1,335,352,465

Up $64,514,902 (+5.1%) from 2020

Liabilities

Up

$1,664,952

Up $651,196 (+64%) from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin85th percentile

Revenue

Up

$136,981,565

Up $39,478,144 (+40%) from 2020

Expenses

Down

$72,466,663

Down $4,731,754 (-6.1%) from 2020

Net Income

Up

$64,514,902

Up $44,209,898 (+218%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2021

Assets$1,337,017,417
Liabilities$1,664,952
Net Assets$1,335,352,465
Open 2021 Filing

Operations Trend

Revenue Growth80th 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

2021

Revenue$136,981,565
Expenses$72,466,663
Net Income$64,514,902
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 29, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANNA SKANDERAPresident And CEOFT$525,150$23,483$548,633
JEB R DICKEYTreasurer & CFO, Through 7/2/2021FT$346,051$23,829$369,880
WILLIAM FOWLERSenior VP, InvestmentsFT$269,114$38,646$307,760
DAVID BROWNTreasurer & CFO, Starting 7/3/2021FT$243,505$34,747$278,252
BO PERETTOSenior VP, Ethics Initiative & Comm.FT$212,878$13,848$226,726
KRISTEN MORGANChief Of StaffFT$202,919$12,880$215,799
NICOLE FRAZIERSenior VP, ScholarshipsFT$180,150$15,030$195,180
KARREN TURNERSecretary, VP Of Comm RelationsFT$133,943$22,153$156,096
LUKE RAGLANDSenior VP, GrantsFT$126,831$1,653$128,484
KRISTIN TODDExecutive Vice President, Through 4/21FT$110,856$15,905$126,761
HANK BROWNDirector-$66,122$2,192$68,314
LEROY WILLIAMSDirector-$67,999-$67,999
JOHN FITZGERALDDirector-$44,250-$44,250
RANDALL WELLSDirector-$43,999-$43,999
BRIAN DEEVYDirector-$41,000-$41,000
MARGARET KELLYDirector-$39,310-$39,310
JAMES R NICHOLSONDirector, Board Chair Through 5/2021-$37,500-$37,500
FRANCISCO GARCIADirector-$37,499-$37,499
JUNE TRAVISDirector-$37,000-$37,000
TOM MARINKOVICHDirector-$22,000-$22,000
LAURA RIZZOSenior VP, CommunicationsFT$18,562$150$18,712
SUSANA MARTINEZDirector-$8,000-$8,000
JOHN SUTHERSBoard Chair Starting 6/2021-$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
David Brown
Title
Senior Vice President and CFO
Phone
3033937220
Signed
2022-07-29
Discuss with paid preparer
Yes

Preparer

Firm
Kundinger Corder & Montoya Pc
Address
475 LINCOLN STREET STE 200, DENVER, CO 80203
Preparer
Maria Montoya
Phone
3035345953
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01748994
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0132074222
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt01877950
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033178
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0942008
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0GAIN FROM PASS-THROUGH ENTITIES REPORTED ON FORM 990-T
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0305213
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0134798402
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt02183163
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0136981565
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt048300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt048300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0132074222
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02745386
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt048475
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02814636
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt061004769
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060506934
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0525106
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01748994
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01748994
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt064514902
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033178
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033178
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt025701
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt035238
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt076041
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0133952172
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0133867807
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0690832
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt021902
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0722121
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt02222221
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0194141
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt02499565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0117098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0117098
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0942008
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01247221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0403197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0597100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01256197
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01135562
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt032468
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt01181946
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0103221
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0103221
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02203028
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068906942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0930595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt072466663
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0134798402
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0136981565
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07902173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0930595
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011959729
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0410655
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01271
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0412470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt080725758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14283513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-131024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32155804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49166111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5740690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-190502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71065568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-703153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9215997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10290239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111082172

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,337,017,417
Liabilities
$1,664,952
Net assets
$1,335,352,465
Revenue
$136,981,565
Expenses
$72,466,663
Net income
$64,514,902
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
2021Detailed filing. Detailed filing data is available for this year.$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