Civic Intelligence

Charles and Annece Conlee Charitable Foundation

990PF • Fiscal year 2018 • EIN 47-6855924

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$675

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

66th percentile

6.2%

Faster asset growth than 66% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$719,800

Up $41,731 (+6.2%) from 2017

Net Assets

Up

$719,800

Up $41,731 (+6.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin89th percentile

Revenue

Up

$90,998

Up $29,425 (+48%) from 2017

Expenses

Down

$49,267

Down $32,126 (-39%) from 2017

Net Income

Up

$41,731

Up $61,551 (+311%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2018

Assets$719,800
Liabilities$0
Net Assets$719,800
Open 2018 Filing

Operations Trend

Revenue Growth85th 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

2018

Revenue$90,998
Expenses$49,267
Net Income$41,731
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAMILLA MILLERAdvisory COM-$675-$675
BRANDY STANFORDTrustee-$0--
JENNIFER ROBERTSAdvisory COM-$0--
FARRA CRISWELLAdvisory 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
Brandy Stanford
Title
Trustee
Phone
6626801285
Signed
2019-04-22
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 Appendix301 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/PersonNm0BRANDY STANFORD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3FARRA CRISWELL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADVISORY COM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138829
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238668
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd439056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd539406
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039166
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/AppliedToCurrentYearAmt02108
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037058
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038857
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt01943
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01943
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039166
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01943
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036749
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037058
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0503
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0503
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07487
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07487
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11150
TaxesSchedule/TaxesDetail/Amt0286
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0286
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDY STANFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06626801285
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-22
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/AtSubmissionCreationDeviceId02A5A4B92D08AE705D65EA0AFD646983D50DD8F9D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId07B7DB3736B79991EDA7C443CB1815BE91E3883D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.167.192.225
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:32:08
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/PreparationDt02019-04-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E WRIGHT CPA
ReturnHeader/ReturnTs02019-04-29T11:32:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$719,800
Liabilities
$0
Net assets
$719,800
Revenue
$90,998
Expenses
$49,267
Net income
$41,731
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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