Civic Intelligence

Mcconnell Foundation Inc.

990PF • Fiscal year 2023 • EIN 13-4230932

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 10, 2024

Organization Profile
3328 Southbend CircleVestavia Hills, AL 35216

(931) 962-1060

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-63%

Higher net margin than 12% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

39th percentile

-4.4%

Faster asset growth than 39% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$213,489

Down $9,734 (-4.4%) from 2022

Net Assets

Down

$213,489

Down $9,734 (-4.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin12th percentile

Revenue

Up

$15,489

Up $2,211 (+17%) from 2022

Expenses

Down

$25,223

Down $9,014 (-26%) from 2022

Net Income

Up

-$9,734

Up $11,225 (+54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2023

Assets$213,489
Liabilities$0
Net Assets$213,489
Open 2023 Filing

Operations Trend

Revenue Growth64th percentile

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

2023

Revenue$15,489
Expenses$25,223
Net Income-$9,734
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESA AGEEPres - Director-$0--
WILLIAM HENRY AGEESec-Trea-Director-$0--
CLAY S AGEEV P - Dire-$0--
Filing and Contact Details

Filer

Filer Name
Mcconnell Foundation Inc
EIN
13-4230932
Phone
9319621060
Address
3328 SOUTHBEND CIRCLE, VESTAVIA HILLS, AL 35216

Signing Officer

Name
Lesa Agee
Title
Pres - Director
Phone
9319621060
Signed
2024-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Lyons & Morgan Pc
Address
105 MAE STREET, CENTRE, AL 35960
Preparer
Wallace E Lyons
Phone
2564909817
Raw XML Appendix277 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.

Path#Value
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0147
IRS990PF/FMVAssetsEOYAmt0229623
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011436
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015592
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015592
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065611
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08830
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014851
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013192
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020266
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08830
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt081203
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt072373
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03577
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt07155
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03548
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01819
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SIMON PPTY GROUP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MONEY MANAGEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01379
TaxesSchedule/TaxesDetail/Amt078
TaxesSchedule/TaxesDetail/Amt1111
TaxesSchedule/TaxesDetail/CategoryTxt0REGISTRATION FEE
TaxesSchedule/TaxesDetail/CategoryTxt1990PF TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt078
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1111
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESA AGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES - DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09319621060
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCCONNELL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MCCO
ReturnHeader/Filer/EIN0134230932
ReturnHeader/Filer/PhoneNum09319621060
ReturnHeader/Filer/USAddress/AddressLine1Txt03328 SOUTHBEND CIRCLE
ReturnHeader/Filer/USAddress/CityNm0VESTAVIA HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035216
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631143683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYONS & MORGAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 MAE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035960
ReturnHeader/PreparerPersonGrp/PhoneNum02564909817
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALLACE E LYONS
ReturnHeader/ReturnTs02024-05-08T15:34:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AGEE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,489
Liabilities
$0
Net assets
$213,489
Revenue
$15,489
Expenses
$25,223
Net income
-$9,734
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