Civic Intelligence

Conely Foundation

990PF • Fiscal year 2020 • EIN 27-1555970

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
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

32nd percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

32nd percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

67th percentile

16%

Higher net margin than 67% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

44th percentile

1.6%

Faster asset growth than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

104%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,669,812

Up $26,805 (+1.6%) from 2019

Net Assets

Up

$1,669,733

Up $26,805 (+1.6%) from 2019

Liabilities

Flat

$79

Flat from 2019

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin67th percentile

Revenue

Up

$165,224

Up $84,279 (+104%) from 2019

Expenses

Down

$138,419

Down $18,307 (-12%) from 2019

Net Income

Up

$26,805

Up $102,586 (+135%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

2020

Assets$1,669,812
Liabilities$79
Net Assets$1,669,733
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

2020

Revenue$165,224
Expenses$138,419
Net Income$26,805
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

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
2021-11-12
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 Appendix296 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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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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.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1See List
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0111950
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/AppliedToCurrentYearAmt0107434
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt031176
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt046893
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04860
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt031176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010857
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0112294
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04860
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046893
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt042033
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01943
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0AR-IRS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01447
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01447
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0344
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0345
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0689
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024273
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wells Fargo Account Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024273
TaxesSchedule/TaxesDetail/Amt0497
TaxesSchedule/TaxesDetail/Amt11010
TaxesSchedule/TaxesDetail/CategoryTxt04940 Excise Tax paid in 2020 (for 2019)
TaxesSchedule/TaxesDetail/CategoryTxt1Wells Fargo - Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Conely
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/ReturnTs02021-11-12T13:24:38-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Conely
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,669,812
Liabilities
$79
Net assets
$1,669,733
Revenue
$165,224
Expenses
$138,419
Net income
$26,805
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.97$0.17$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$0.14$0.15$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.01$1.92$0.39$0.14$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.17$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.16$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.39$0.10$0.29
2013Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.08