DAISY FUND: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAISY FUND (EIN 35-2372827)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202333179349204028
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T14:11:18-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 750786316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEAVER AND TIDWELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9311 SAN PEDRO AVE | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352372827 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAISY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAIS | BusinessNameControlTxt |
| Phone | 2104318520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 ENRIQUE M BARRERA PKWY | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM SMITH | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 2104318520 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIM | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY IMHOLTE | PreparerPersonNm |
| PTIN | P00889497 | PTIN |
| Phone | 2107371042 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.DAISYCARES.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $106,181 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $106,181 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $106,181 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $88,175 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,995 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $4,949 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $747 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $84,248 | OtherExpensesTotalAmt |
| Total Expenses | $182,114 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$75,933 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $124,748 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$2,498 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $46,317 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,373 | BOYAmt |
| EOY | $45,942 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375 | BOYAmt |
| EOY | $375 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,748 | BOYAmt |
| EOY | $46,317 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,748 | BOYAmt |
| EOY | $46,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | 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. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| 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. 98,715 PETS WERE SERVED IN 2022. | $83,406 | $83,406 |
| 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. 19 PETS WERE SERVED IN 2022. | $4,769 | $4,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $88,175 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| DONALD BOROWSKI | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYNZEE HILL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE SALINAS ESQ | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC FISCHER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMI GORDON | ||||
| FOUNDER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC COOPER | ||||
| PRESIDENT, CEO | 5.00 | $0 | $0 | $0 |
| LISA COWAN | ||||
| SECRETARY | 1.00 | $0 | $0 | $0 |
| COURTNEY CUNNINGHAM | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| CHASTITY SCANTLAND | ||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 |
| KIM SMITH | ||||
| CHAIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTA MCANALLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 ENRIQUE M BARRERA PKWY | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2104318520 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,181 | CurrentTaxYearAmt |
| Total | $815,569 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,949 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $132,645 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,181 | CurrentTaxYearAmt |
| Total | $815,569 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $270,588 | SubstantialContributorsTotAmt |
| Public Support Total170 | $544,981 | PublicSupportTotal170Amt |
| Total Support | $815,569 | TotalSupportAmt |
| Public Support CY170 | 0.66820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: 83,406. |
| 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: 4,769. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 88,175. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: SUPPLIES. AMOUNT: 2,719. DESCRIPTION: TRAVEL. AMOUNT: 273. DESCRIPTION: WEBSITE DESIGN & MAINTENANCE. AMOUNT: 1,876. DESCRIPTION: FUNDRAISING EXPENSES. AMOUNT: 393. DESCRIPTION: BANK FEES. AMOUNT: 591. DESCRIPTION: CONFERENCES. AMOUNT: 200. DESCRIPTION: ADMINISTRATION. AMOUNT: 76,907. DESCRIPTION: INSURANCE. AMOUNT: 372. DESCRIPTION: MEMBERSHIP FEES. AMOUNT: 917. TOTAL TO FORM 990-EZ, LINE 16: 84,248. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: OTHER ADJUSTMENT. AMOUNT: -2,498. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: OTHER. BEG. OF YEAR AMOUNT: 375. END OF YEAR AMOUNT: 375. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE 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. | DeclarationDesc |