Civic Intelligence

J & J Neely Foundation

EIN 56-6505854 • Winston Salem, NC

2705 Bartram PlWinston Salem, NC 27106
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 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

6th percentile

-400%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2020

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 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

449%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $826,238 (-100%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Net Assets

Down

$0

Down $826,238 (-100%) from 2019

Revenue

Up

$206,558

Up $168,944 (+449%) from 2019

Expenses

Up

$1,032,500

Up $954,864 (+1230%) from 2019

Net Income

Down

-$825,942

Down $785,920 (-1964%) from 2019

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $932,762Liabilities 2010: $02010Assets 2011: $952,554Liabilities 2011: $0Net Assets 2011: $952,5542011Assets 2012: $922,710Liabilities 2012: $0Net Assets 2012: $922,7102012Assets 2013: $899,297Liabilities 2013: $02013Assets 2014: $883,782Liabilities 2014: $02014Assets 2015: $971,926Liabilities 2015: $02015Assets 2018: $866,599Liabilities 2018: $0Net Assets 2018: $866,5992018Assets 2019: $826,238Liabilities 2019: $1Net Assets 2019: $826,2382019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2010: -$60,132Expenses 2010: $50,999Net Income 2010: -$111,1312010Expenses 2011: $47,8982011Expenses 2012: $56,0352012Revenue 2013: $37,614Expenses 2013: $61,287Net Income 2013: -$23,6732013Revenue 2014: $41,103Expenses 2014: $55,651Net Income 2014: -$14,5482014Revenue 2015: $130,161Expenses 2015: $48,941Net Income 2015: $81,2202015Revenue 2018: $42,449Expenses 2018: $82,858Net Income 2018: -$40,4092018Revenue 2019: $37,614Expenses 2019: $77,636Net Income 2019: -$40,0222019Revenue 2020: $206,558Expenses 2020: $1,032,500Net Income 2020: -$825,9422020

Highlighted filing

2020

Revenue$206,558
Expenses$1,032,500
Net Income-$825,942

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH NEELYPresident-$0--
Filing and Contact Details

Filer

Filer Name
J & J Neely Foundation
EIN
56-6505854
Phone
3366506147
Address
2705 BARTRAM PL, WINSTON SALEM, NC 27106

Signing Officer

Name
Joe Neely
Title
President
Phone
3366506147
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Turlington and Company Llp
Address
1338 WESTGATE CENTER DRIVE, WINSTONSALEM, NC 27103
Preparer
Greg Turlington
Phone
3367652410
Raw XML Appendix320 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt023454
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023454
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01012554
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01003475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09079
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01026929
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01003475
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01012554
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09079
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0PRIVATE FOUNDATION WAS PROPERLY TERMINATED BY TRANSFERRING ASSETS TO ESTABLISHED PUBLIC CHARITY UNDER SECTION 507(B)(1)(A)
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0296
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT - VANGUARD REAL ESTATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WELLS FARGO - GRANT ADMIN FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0743
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0743
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05571
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO - MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05571
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE NEELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03366506147
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J & J NEELY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0J&JN
ReturnHeader/Filer/EIN0566505854
ReturnHeader/Filer/PhoneNum03366506147
ReturnHeader/Filer/USAddress/AddressLine1Txt02705 BARTRAM PL
ReturnHeader/Filer/USAddress/CityNm0WINSTON SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560817345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURLINGTON AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01338 WESTGATE CENTER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSTONSALEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027103
ReturnHeader/PreparerPersonGrp/PhoneNum03367652410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG TURLINGTON
ReturnHeader/ReturnTs02021-11-15T12:40:57-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEELY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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