Civic Intelligence

Charles and Annece Conlee Charitable Foundation

990PF • Fiscal year 2022 • EIN 47-6855924

Jan 01, 2022 to Dec 31, 2022 • Filed on May 02, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

14th percentile

-41%

Higher net margin than 14% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

42nd percentile

-2.1%

Faster asset growth than 42% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-62%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$728,810

Flat from 2022

Net Assets

$728,810

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin14th percentile

Revenue

Flat

$38,635

Flat from 2022

Expenses

Flat

$54,307

Flat from 2022

Net Income

Flat

-$15,672

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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: $0Net Assets 2022: $728,8102022Assets 2022: $728,810Liabilities 2022: $12022Assets 2023: $725,858Liabilities 2023: $12023

Highlighted filing

2022

Assets$728,810
Liabilities$0
Net Assets$728,810
Open 2022 Filing

Operations Trend

Revenue Growth8th 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 2022: $38,635Expenses 2022: $54,307Net Income 2022: -$15,6722022Revenue 2023: $49,954Expenses 2023: $52,659Net Income 2023: -$2,7052023

Highlighted filing

2022

Revenue$38,635
Expenses$54,307
Net Income-$15,672
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLISON YOUNGBLOODTrust Admini-$0--
BRANDY STANFORDTrust Admini-$0--
WHITNEY REYNOLDSTrust Admini-$0--
LAURA MCCURRYTrust Admini-$0--
CRYSTAL TUCKERTrust Admini-$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
Trust Administrator
Phone
6626801285
Signed
2023-05-02
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 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALLISON YOUNGBLOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRANDY STANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WHITNEY REYNOLDS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CRYSTAL TUCKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUST ADMINI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14975 HIGHWAY 51 N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 6100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3145 MARTINDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 1848
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FULTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SENATOBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MISSISSIPPI STATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd038843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd138668
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd239762
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd338677
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044336
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/AppliedToCurrentYearAmt0351
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt043985
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038391
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt01943
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt01943
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044336
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt01943
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038040
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt043985
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07640
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2338
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1FIDUCIARY TAX PREP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ADVISORY COMT. FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07640
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2338
TaxesSchedule/TaxesDetail/Amt0292
TaxesSchedule/TaxesDetail/Amt1351
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0292
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1351
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANDY STANFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06626801285
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E WRIGHT CPA
ReturnHeader/ReturnTs02023-05-09T17:09:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRANDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STANFORD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$728,810
Liabilities
$0
Net assets
$728,810
Revenue
$38,635
Expenses
$54,307
Net income
-$15,672
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
2022Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.39$0.54$0.16
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