Civic Intelligence

Charles and Annece Conlee Charitable Foundation

990PF • Fiscal year 2021 • EIN 47-6855924

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 15, 2022

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

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

86th percentile

53%

Higher net margin than 86% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$525

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

53rd percentile

7.7%

Faster asset growth than 53% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

325%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$744,482

Up $53,539 (+7.7%) from 2020

Net Assets

Up

$744,482

Up $53,539 (+7.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin86th percentile

Revenue

Up

$101,795

Up $77,844 (+325%) from 2020

Expenses

Up

$48,256

Up $5,948 (+14%) from 2020

Net Income

Up

$53,539

Up $71,896 (+392%) from 2020

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

2021

Assets$744,482
Liabilities$0
Net Assets$744,482
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$101,795
Expenses$48,256
Net Income$53,539
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAMILLIA MILLERAdvisory COM-$525-$525
BRANDY STANFORDTrustee-$0--
REBECCA KINGAdvisory COM-$0--
MICHELLE ROYEAdvisory 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
2022-04-15
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 Appendix302 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/PersonNm1CAMILLIA MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHELLE ROYE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3209 TROY ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIV OF SOUTHERN MS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1101 CUNNINGHAM BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4145 MARTINDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5118 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 1848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FULTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOONEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOLLY SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BLUE MOUNTAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HATTIESBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138829
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238635
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd438677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd539406
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037285
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/AppliedToYear1Amt037285
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043985
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt01943
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01943
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037285
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01943
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt043985
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037285
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08538
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FIDUCIARY TAX PREP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08538
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1175
TaxesSchedule/TaxesDetail/Amt0370
TaxesSchedule/TaxesDetail/Amt1188
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0370
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1188
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDY STANFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06626801285
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-15
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/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/PreparationDt02022-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E WRIGHT CPA
ReturnHeader/ReturnTs02022-04-25T12:25:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRANDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STANFORD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$744,482
Liabilities
$0
Net assets
$744,482
Revenue
$101,795
Expenses
$48,256
Net income
$53,539
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
2021Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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