Civic Intelligence

Conely Foundation

990PF • Fiscal year 2019 • EIN 27-1555970

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

PO Box 131053Houston, TX 77219

(713) 409-5005

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

6th percentile

-94%

Higher net margin than 6% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Assets

Down

$1,643,007

Down $210,270 (-11%) from 2014

Net Assets

Down

$1,642,928

Down $210,349 (-11%) from 2014

Liabilities

Up

$79

Up $79 from 2014

Revenue

Down

$80,945

Down $309,501 (-79%) from 2014

Expenses

Up

$156,726

Up $58,234 (+59%) from 2014

Net Income

Down

-$75,781

Down $367,735 (-126%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $834,555Liabilities 2013: $0Net Assets 2013: $834,5552013Assets 2014: $1,853,277Liabilities 2014: $0Net Assets 2014: $1,853,2772014Assets 2019: $1,643,007Liabilities 2019: $79Net Assets 2019: $1,642,9282019Assets 2020: $1,669,812Liabilities 2020: $79Net Assets 2020: $1,669,7332020Assets 2021: $1,921,955Liabilities 2021: $5,272Net Assets 2021: $1,916,6832021Assets 2022: $1,909,967Liabilities 2022: $5,334Net Assets 2022: $1,904,6332022Assets 2023: $1,989,166Liabilities 2023: $15,313Net Assets 2023: $1,973,8532023Assets 2024: $1,921,903Liabilities 2024: $0Net Assets 2024: $1,921,9032024

Highlighted filing

2019

Assets$1,643,007
Liabilities$79
Net Assets$1,642,928

Operations Trend

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

$400K$200K$0-$200KExpenses 2013: $80,3662013Revenue 2014: $390,446Expenses 2014: $98,492Net Income 2014: $291,9542014Revenue 2019: $80,945Expenses 2019: $156,726Net Income 2019: -$75,7812019Revenue 2020: $165,224Expenses 2020: $138,419Net Income 2020: $26,8052020Revenue 2021: $387,386Expenses 2021: $140,436Net Income 2021: $246,9502021Revenue 2022: $139,635Expenses 2022: $151,667Net Income 2022: -$12,0322022Revenue 2023: $165,262Expenses 2023: $96,042Net Income 2023: $69,2202023Revenue 2024: $107,966Expenses 2024: $171,916Net Income 2024: -$63,9502024

Highlighted filing

2019

Revenue$80,945
Expenses$156,726
Net Income-$75,781
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark ConelyPresident-$0--
Laura Devries-ConelyVice President-$0--
Laura BodenheimerDirector-$0--
Ian CainDirector-$0--
Filing and Contact Details

Filer

Filer Name
Conely Foundation
EIN
27-1555970
Phone
7134095005
Address
PO Box 131053, Houston, TX 77219

Signing Officer

Name
Mark Conely
Title
President
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Barbara Nowotny LLC
Address
5535 Memorial Drive Ste F1002, Houston, TX 77007
Preparer
Barbara Nowotny CPA
Phone
7132064964
Raw XML Appendix344 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mark Conely
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Laura Devries-Conely
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Laura Bodenheimer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Ian Cain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Mark Conely
IRS990PF/StatementsRegardingActyGrp/PhoneNum07134095005
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarships and Grants to various, unrelated individuals to attend College. The Part XV attachment has a detailed list.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Donations to various charitable 501(c)(3) organizations. The Part XV attachment has a detailed list.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt022000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt098932
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application must be in writing along with a copy of transcripts.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Mark Conely
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07134095005
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 131053
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077219
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Grades & other considerations
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Prior to each semester of college
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt198932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Charitable Organizations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120932
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/AppliedToCurrentYearAmt097368
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt097368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042033
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010857
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0128544
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031176
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042033
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010857
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0175
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0AR-IRS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01943
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01943
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Board meeting expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Events for Scholarship Recipients
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Outside Contract Services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Parking
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Postage & Delivery
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Printing & Copy services
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Software Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01018
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11592
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt23189
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt320
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt417
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5426
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0339
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11062
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt37
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt46
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01357
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11592
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24251
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt427
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt523
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6568
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt023608
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wells Fargo Account Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt023608
TaxesSchedule/TaxesDetail/Amt01232
TaxesSchedule/TaxesDetail/Amt11332
TaxesSchedule/TaxesDetail/CategoryTxt04940 Excise Tax paid in 2019 (for 2018)
TaxesSchedule/TaxesDetail/CategoryTxt1Wells Fargo - Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01332
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Conely
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Conely Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CONE
ReturnHeader/Filer/EIN0271555970
ReturnHeader/Filer/PhoneNum07134095005
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 131053
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454988225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barbara Nowotny LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05535 Memorial Drive Ste F1002
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077007
ReturnHeader/PreparerPersonGrp/PhoneNum07132064964
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Nowotny CPA
ReturnHeader/ReturnTs02020-11-16T08:10:39-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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