Civic Intelligence

Lucille and Ronald Neeley Foundation

EIN 33-0386127 • San Diego, CA

PO Box 371347San Diego, CA 92137-1347
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

7th percentile

-307%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $11,013 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $11,013 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Down

$3,584

Down $4,700,547 (-100%) from 2023

Expenses

Down

$14,597

Down $8,881,448 (-100%) from 2023

Net Income

Up

-$11,013

Up $4,180,901 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2015: $545,096Liabilities 2015: $0Net Assets 2015: $545,0962015Assets 2016: $1,571,625Liabilities 2016: $0Net Assets 2016: $1,571,6252016Assets 2017: $1,713,060Liabilities 2017: $0Net Assets 2017: $1,713,0602017Assets 2018: $5,082,546Liabilities 2018: $4,008,647Net Assets 2018: $1,073,8992018Assets 2019: $3,524,792Liabilities 2019: $1,500,000Net Assets 2019: $2,024,7922019Assets 2020: $2,805,425Liabilities 2020: $0Net Assets 2020: $2,805,4252020Assets 2021: $4,790,792Liabilities 2021: $20,466Net Assets 2021: $4,770,3262021Assets 2022: $4,086,272Liabilities 2022: $20,467Net Assets 2022: $4,065,8052022Assets 2023: $11,013Liabilities 2023: $0Net Assets 2023: $11,0132023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2015: $299,875Expenses 2015: $1,604,699Net Income 2015: -$1,304,8242015Revenue 2016: $2,555,701Expenses 2016: $1,529,172Net Income 2016: $1,026,5292016Revenue 2017: $1,696,062Expenses 2017: $1,554,627Net Income 2017: $141,4352017Revenue 2018: $9,207,352Expenses 2018: $9,793,230Net Income 2018: -$585,8782018Revenue 2019: $6,155,182Expenses 2019: $5,257,861Net Income 2019: $897,3212019Revenue 2020: $1,003,747Expenses 2020: $287,672Net Income 2020: $716,0752020Revenue 2021: $2,153,663Expenses 2021: $274,614Net Income 2021: $1,879,0492021Revenue 2022: $35,043Expenses 2022: $345,961Net Income 2022: -$310,9182022Revenue 2023: $4,704,131Expenses 2023: $8,896,045Net Income 2023: -$4,191,9142023Revenue 2024: $3,584Expenses 2024: $14,597Net Income 2024: -$11,0132024

Highlighted filing

2024

Revenue$3,584
Expenses$14,597
Net Income-$11,013
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,584
Expenses
$14,597
Net income
-$11,013
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$4.70$8.90$4.19
2022Detailed filing. Detailed filing data is available for this year.$4.09$0.02$4.07$0.04$0.35$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.79$0.02$4.77$2.15$0.27$1.88
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$1.00$0.29$0.72
2019Detailed filing. Detailed filing data is available for this year.$3.52$1.50$2.02$6.16$5.26$0.90
2018Detailed filing. Detailed filing data is available for this year.$5.08$4.01$1.07$9.21$9.79$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.70$1.55$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$2.56$1.53$1.03
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.30$1.60$1.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Apr 16, 2024
Signed
Aug 1, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCILLE NEELEYPresident,Chairman/Board-$0--
RONALD NEELEYVice President, CFO-$0--
ALISON NEELEYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lucille and Ronald Neeley Foundation
EIN
33-0386127
Phone
8587559933
Address
PO BOX 371347, SAN DIEGO, CA 92137-1347

Signing Officer

Name
Lucille Neeley
Title
President
Phone
8587559933
Signed
2024-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
12830 EL CAMINO REAL SUITE 600, SAN DIEGO, CA 92130-2978
Preparer
Julie Keeney
Phone
6192326500
Raw XML Appendix276 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/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt091828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01570092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0870856
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02616510
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt081574
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt091828
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01570092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0870856
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02293
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02160
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02616510
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02614350
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0ON JANUARY 1, 2024, THE FOUNDATION HELD $11,013 OF ASSETS. FROM JANUARY 1-JULY 05, 2024, QUALIFIED EXPENSES OF $12,504 WERE PAID. ON JULY 05, 2024, $2,093 OF CASH WAS DISTRIBUTED TO NATIONAL PHILANTHROPIC TRUST AFTER WHICH THE FOUNDATION HELD NO ASSETS. ON DECEMBER 27, 2023, THE MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION EXECUTED A UNANIMOUS WRITTEN CONSENT TO FORMALLY DISSOLVE THE FOUNDATION. TERMINATION DOCUMENTS WERE FILED WITH THE STATE OF CALIFORNIA SHORTLY AFTER. A DISSOLUTION WAIVER WAS EXECUTED BY THE STATE OF CALIFORNIA DEPARTMENT OF JUSTICE ON MARCH 28, 2024 ALLOWING THE FOUNDATION TO COMPLETE ITS DISSOLUTION. THE FOUNDATION WAS OFFICALLY TERMINATED BY THE CALIFORNIA SECRETARY OF STATE ON APRIL 16, 2024. ALL RELEVANT DOCUMENTS HAVE BEEN ATTACHED.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03448
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03448
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012304
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LEGAL & ACCOUNTING EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012304
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUCILLE NEELEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08587559933
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUCILLE AND RONALD NEELEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUCI
ReturnHeader/Filer/EIN0330386127
ReturnHeader/Filer/PhoneNum08587559933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 371347
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921371347
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012830 EL CAMINO REAL SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921302978
ReturnHeader/PreparerPersonGrp/PhoneNum06192326500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE KEENEY
ReturnHeader/ReturnTs02024-08-01T09:31:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-04-16
ReturnHeader/TaxYr02023

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