Civic Intelligence

Conely Foundation

990PF • Fiscal year 2023 • EIN 27-1555970

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 21, 2024

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

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.09x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

55th percentile

4.1%

Faster asset growth than 55% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$1,989,166

Up $79,199 (+4.1%) from 2022

Net Assets

Up

$1,973,853

Up $69,220 (+3.6%) from 2022

Liabilities

Up

$15,313

Up $9,979 (+187%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin85th percentile

Revenue

Up

$165,262

Up $25,627 (+18%) from 2022

Expenses

Down

$96,042

Down $55,625 (-37%) from 2022

Net Income

Up

$69,220

Up $81,252 (+675%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2023

Assets$1,989,166
Liabilities$15,313
Net Assets$1,973,853
Open 2023 Filing

Operations Trend

Revenue Growth65th 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

2023

Revenue$165,262
Expenses$96,042
Net Income$69,220
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 21, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th 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
2024-06-21
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 Appendix300 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/NetInvestmentIncomeAmt01500
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt046093
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0119169
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt069220
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 131053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 131053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 131053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 131053
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Houston
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Mark Conely
IRS990PF/StatementsRegardingActyGrp/PhoneNum07134095005
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Grants to various charitable 501(c)(3) organizations. The Part XIV attachment has a detailed list of these organizations.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Scholarships to unrelated individuals to attend college. The Part XIV attachment has a detailed list.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt035650
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt021469
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt035650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121469
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0See List
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Charitable Organizations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Scholarships
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0See List
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1See List
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057119
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/AppliedToCurrentYearAmt067099
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0103212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036113
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04860
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt029324
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08317
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08317
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt067099
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08317
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044430
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04905
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1361
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0AR-IRS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1WF-Holding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03313
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11715
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03313
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11715
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Board meeting expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Contract Service
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0899
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1591
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt28490
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt023753
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0899
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1591
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt323753
TaxesSchedule/TaxesDetail/Amt01592
TaxesSchedule/TaxesDetail/Amt12098
TaxesSchedule/TaxesDetail/CategoryTxt04940 Excise Tax - 2022 Tax Year pd 2023
TaxesSchedule/TaxesDetail/CategoryTxt1Wells Fargo - Foreign Taxes Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02098
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Conely
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-21
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02024-06-21T17:13:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mark
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Conely
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
$1,989,166
Liabilities
$15,313
Net assets
$1,973,853
Revenue
$165,262
Expenses
$96,042
Net income
$69,220
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