Civic Intelligence

Mcconnell Foundation Inc.

990PF • Fiscal year 2013 • EIN 13-4230932

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

P O Box 40037398

(931) 962-1060

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

3rd percentile

-425%

Higher net margin than 3% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$6,827

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 82.9% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

29th percentile

-7.9%

Faster asset growth than 29% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$405,410

Down $34,855 (-7.9%) from 2012

Net Assets

Down

$404,440

Down $34,981 (-8.0%) from 2012

Liabilities

Up

$970

Up $126 (+15%) from 2012

Revenue

$8,236

No earlier filing loaded for comparison.

Expenses

Up

$43,217

Up $85 (+0.2%) from 2012

Net Income

-$34,981

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $406,567Liabilities 2010: $970Net Assets 2010: $405,5972010Assets 2011: $449,161Liabilities 2011: $844Net Assets 2011: $448,3172011Assets 2012: $440,265Liabilities 2012: $844Net Assets 2012: $439,4212012Assets 2013: $405,410Liabilities 2013: $970Net Assets 2013: $404,4402013Assets 2014: $379,350Liabilities 2014: $970Net Assets 2014: $378,3802014Assets 2015: $334,167Liabilities 2015: $970Net Assets 2015: $333,1972015Assets 2016: $307,456Liabilities 2016: $970Net Assets 2016: $306,4862016Assets 2017: $286,596Liabilities 2017: $970Net Assets 2017: $285,6262017Assets 2018: $270,490Liabilities 2018: $970Net Assets 2018: $269,5202018Assets 2019: $272,641Liabilities 2019: $0Net Assets 2019: $272,6412019Assets 2020: $252,684Liabilities 2020: $0Net Assets 2020: $252,6842020Assets 2021: $244,182Liabilities 2021: $0Net Assets 2021: $244,1822021Assets 2022: $223,223Liabilities 2022: $0Net Assets 2022: $223,2232022Assets 2023: $213,489Liabilities 2023: $0Net Assets 2023: $213,4892023Assets 2024: $204,764Liabilities 2024: $0Net Assets 2024: $204,7642024

Highlighted filing

2013

Assets$405,410
Liabilities$970
Net Assets$404,440

Operations Trend

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

$50K$0-$50KExpenses 2010: $38,1252010Expenses 2011: $40,8142011Expenses 2012: $43,1322012Revenue 2013: $8,236Expenses 2013: $43,217Net Income 2013: -$34,9812013Revenue 2014: $17,465Expenses 2014: $43,525Net Income 2014: -$26,0602014Revenue 2015: -$1,014Expenses 2015: $44,169Net Income 2015: -$45,1832015Revenue 2016: $11,486Expenses 2016: $38,197Net Income 2016: -$26,7112016Revenue 2017: $16,950Expenses 2017: $37,810Net Income 2017: -$20,8602017Revenue 2018: $21,116Expenses 2018: $37,222Net Income 2018: -$16,1062018Revenue 2019: $35,940Expenses 2019: $32,819Net Income 2019: $3,1212019Revenue 2020: $13,333Expenses 2020: $33,290Net Income 2020: -$19,9572020Revenue 2021: $24,217Expenses 2021: $32,719Net Income 2021: -$8,5022021Revenue 2022: $13,278Expenses 2022: $34,237Net Income 2022: -$20,9592022Revenue 2023: $15,489Expenses 2023: $25,223Net Income 2023: -$9,7342023Revenue 2024: $14,340Expenses 2024: $23,065Net Income 2024: -$8,7252024

Highlighted filing

2013

Revenue$8,236
Expenses$43,217
Net Income-$34,981
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARYMOR CRAVENSPresidentPT$6,342$485$6,827
LESA AGEEVice Pres-$0--
WILLIAM HENRY AGEESec/Teasurer-$0--
Filing and Contact Details

Filer

EIN
13-4230932
Phone
9319621060

Signing Officer

Name
William Henry Agee
Title
Secretary/treasurer
Phone
9319621060
Signed
2014-05-05
Discuss with paid preparer
Yes

Preparer

Preparer
Wallace E Lyons
Phone
2569275431
Raw XML AppendixShowing 400 of 422 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
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CompensationExplanation/CompensationExplanationGrp/PersonNm0MARYMOR CRAVENS
CompensationExplanation/CompensationExplanationGrp/PersonNm1LESA AGEE
CompensationExplanation/CompensationExplanationGrp/PersonNm2WILLIAM HENRY AGEE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES CORE SHORT TERM BOND
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PIMCO TOTAL RETURN
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HENRY AGEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10P O BOX 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WINCHESTER
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0373980400
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09319621060
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0725
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt315000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOUNDATION PLANNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CLASSICAL MUSIC PROGRAMMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR NEEDY ELDERLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PAUL S MCCONNELL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ASSOCIATION OF SMALL FOUN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1WTCI TV 45
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2SEWANEE SENIOR CITIZENS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3COMMUNITY FOUND OF GREATER BHAM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine117540 BONNYSHIRE DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine132100 1ST AVE N SUITE 700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0UNDERHILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1CHATTANOOGA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0VT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode0054890117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode137416
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode335203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023091
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023091
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06103
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06103
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053752
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07884
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01561
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030975
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07884
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059855
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051971
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03245
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06489
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03244
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MONEY MANAEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02486
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02486
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0844
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0970
TaxesSchedule/TaxesDetail/Amt0170
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1SECRETARY OF STATE FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0170
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM HENRY AGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09319621060

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.14$0.23$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.15$0.25$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.13$0.34$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.24$0.33$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.13$0.33$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.36$0.33$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.70$0.01$2.70$0.21$0.37$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.87$0.01$2.86$0.17$0.38$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.07$0.01$3.06$0.11$0.38$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.01$3.33$0.01$0.44$0.45
2014Detailed filing. Detailed filing data is available for this year.$3.79$0.01$3.78$0.17$0.44$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.05$0.01$4.04$0.08$0.43$0.35
2012Detailed filing. Detailed filing data is available for this year.$4.40$0.01$4.39$0.43
2011Detailed filing. Detailed filing data is available for this year.$4.49$0.01$4.48$0.41
2010Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$0.38