Civic Intelligence

Charles and Annece Conlee Charitable Foundation

990PF • Fiscal year 2016 • EIN 47-6855924

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
C/O Renasant BankTupelo, MS 38802-0709

(662) 680-1285

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

53rd percentile

1.6%

Faster asset growth than 53% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$697,889

Up $10,680 (+1.6%) from 2015

Net Assets

$697,889

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin88th percentile

Revenue

Down

$26,547

Down $661,537 (-96%) from 2015

Expenses

Up

$15,867

Up $14,992 (+1713%) from 2015

Net Income

Down

$10,680

Down $676,529 (-98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$800K$600K$400K$200K$0Assets 2015: $687,209Liabilities 2015: $02015Assets 2016: $697,889Liabilities 2016: $0Net Assets 2016: $697,8892016Assets 2017: $678,069Liabilities 2017: $0Net Assets 2017: $678,0692017Assets 2018: $719,800Liabilities 2018: $0Net Assets 2018: $719,8002018Assets 2019: $709,300Liabilities 2019: $0Net Assets 2019: $709,3002019Assets 2020: $690,943Liabilities 2020: $0Net Assets 2020: $690,9432020Assets 2021: $744,482Liabilities 2021: $0Net Assets 2021: $744,4822021Assets 2022: $728,810Liabilities 2022: $12022Assets 2023: $725,858Liabilities 2023: $12023

Highlighted filing

2016

Assets$697,889
Liabilities$0
Net Assets$697,889
Open 2016 Filing

Operations Trend

Revenue Growth1st percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $688,084Expenses 2015: $875Net Income 2015: $687,2092015Revenue 2016: $26,547Expenses 2016: $15,867Net Income 2016: $10,6802016Revenue 2017: $61,573Expenses 2017: $81,393Net Income 2017: -$19,8202017Revenue 2018: $90,998Expenses 2018: $49,267Net Income 2018: $41,7312018Revenue 2019: $40,889Expenses 2019: $51,389Net Income 2019: -$10,5002019Revenue 2020: $23,951Expenses 2020: $42,308Net Income 2020: -$18,3572020Revenue 2021: $101,795Expenses 2021: $48,256Net Income 2021: $53,5392021Revenue 2022: $38,635Expenses 2022: $54,307Net Income 2022: -$15,6722022Revenue 2023: $49,954Expenses 2023: $52,659Net Income 2023: -$2,7052023

Highlighted filing

2016

Revenue$26,547
Expenses$15,867
Net Income$10,680
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHALL BRISCOETrustee-$0--
LAURA BROWER NCSC NCCAdvisory COM-$0--
MATTIE JONESAdvisory COM-$0--
CAMILLA MILLERAdvisory COM-$0--
Filing and Contact Details

Filer

Filer Name
Charles & Annece Conlee
EIN
47-6855924
Phone
6626801285
Address
C/O RENASANT BANK, TUPELO, MS 38802-0709

Signing Officer

Name
Marshall Briscoe
Title
Trustee
Phone
6626801285
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Nail Mckinney Professional Association
Address
PO BOX 196, TUPELO, MS 38802-0196
Preparer
James E Wright CPA
Phone
6628426475
Raw XML Appendix263 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADVISORY COM
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt21300
TaxesSchedule/TaxesDetail/Amt0302
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0302
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL BRISCOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06626801285
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES & ANNECE CONLEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0476855924
ReturnHeader/Filer/PhoneNum06626801285
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O RENASANT BANK
ReturnHeader/Filer/USAddress/CityNm0TUPELO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd0388020709
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E35DF6BA07E7315236FADD7DA24F95EF28B616FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03AE1160725164934445EF98A553FC9EDA00766A9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640760834
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NAIL MCKINNEY PROFESSIONAL ASSOCIATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 196
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUPELO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0388020196
ReturnHeader/PreparerPersonGrp/PhoneNum06628426475
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E WRIGHT CPA
ReturnHeader/ReturnTs02017-05-15T13:27:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$697,889
Liabilities
$0
Net assets
$697,889
Revenue
$26,547
Expenses
$15,867
Net income
$10,680
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.26$0.00$0.50$0.53$0.03
2022Summary only. Only limited summary data is available for this year.$7.29$0.00$0.39$0.54$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$0.00$7.44$1.02$0.48$0.54
2020Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.24$0.42$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$0.41$0.51$0.11
2018Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.91$0.49$0.42
2017Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$0.62$0.81$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.27$0.16$0.11
2015Summary only. Only limited summary data is available for this year.$6.87$0.00$6.88$0.01$6.87
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $500k-$1M nonprofits