Civic Intelligence

Claude L Nelson Charitable Foundation Inc.

990PF • Fiscal year 2014 • EIN 63-1082768

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 17, 2015

Organization Profile
P O Box 400Winchester, TN 37398-0400

(931) 962-1060

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

8.2%

Faster asset growth than 64% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

117%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$99,707

Up $7,525 (+8.2%) from 2013

Net Assets

Up

$99,707

Up $7,525 (+8.2%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

Up

$13,906

Up $7,507 (+117%) from 2013

Expenses

Up

$6,381

Up $5,592 (+709%) from 2013

Net Income

Up

$7,525

Up $1,915 (+34%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$300K$200K$100K$0Assets 2010: $37,127Liabilities 2010: $0Net Assets 2010: $37,1272010Assets 2011: $80,054Liabilities 2011: $0Net Assets 2011: $80,0542011Assets 2012: $86,572Liabilities 2012: $0Net Assets 2012: $86,5722012Assets 2013: $92,182Liabilities 2013: $1Net Assets 2013: $92,1822013Assets 2014: $99,707Liabilities 2014: $1Net Assets 2014: $99,7072014Assets 2015: $110,945Liabilities 2015: $1Net Assets 2015: $110,9452015Assets 2016: $127,314Liabilities 2016: $0Net Assets 2016: $127,3142016Assets 2018: $217,883Liabilities 2018: $999Net Assets 2018: $216,8842018Assets 2019: $210,769Liabilities 2019: $999Net Assets 2019: $209,7702019Assets 2020: $190,508Liabilities 2020: $999Net Assets 2020: $189,5092020Assets 2021: $186,321Liabilities 2021: $999Net Assets 2021: $185,3222021Assets 2022: $178,394Liabilities 2022: $999Net Assets 2022: $177,3952022Assets 2023: $165,939Liabilities 2023: $999Net Assets 2023: $164,9402023Assets 2024: $160,047Liabilities 2024: $999Net Assets 2024: $159,0482024

Highlighted filing

2014

Assets$99,707
Liabilities$1
Net Assets$99,707
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $1512010Expenses 2011: $3102011Expenses 2012: $6852012Revenue 2013: $6,399Expenses 2013: $789Net Income 2013: $5,6102013Revenue 2014: $13,906Expenses 2014: $6,381Net Income 2014: $7,5252014Revenue 2015: $18,702Expenses 2015: $7,464Net Income 2015: $11,2382015Revenue 2016: $23,729Expenses 2016: $7,360Net Income 2016: $16,3692016Revenue 2018: $6,685Expenses 2018: $12,710Net Income 2018: -$6,0252018Revenue 2019: $22,001Expenses 2019: $29,115Net Income 2019: -$7,1142019Revenue 2020: $6,176Expenses 2020: $26,437Net Income 2020: -$20,2612020Revenue 2021: $24,508Expenses 2021: $28,695Net Income 2021: -$4,1872021Revenue 2022: $10,557Expenses 2022: $18,484Net Income 2022: -$7,9272022Revenue 2023: $15,729Expenses 2023: $28,184Net Income 2023: -$12,4552023Revenue 2024: $16,893Expenses 2024: $22,785Net Income 2024: -$5,8922024

Highlighted filing

2014

Revenue$13,906
Expenses$6,381
Net Income$7,525
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 17, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESA NELSON AGEEPresident-$0--
WILLIAM HENRY AGEESecretary-$0--
NELSON AGEEVice Pres-$0--
Filing and Contact Details

Filer

Filer Name
Claude L Nelson Charitable
EIN
63-1082768
Phone
9319621060
Address
P O BOX 400, WINCHESTER, TN 37398-0400

Signing Officer

Name
Lesa Nelson Agee
Title
President
Phone
9319621060
Signed
2015-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Lyons & Morgan Pc
Address
105 MAE STREET, CENTRE, AL 35960
Preparer
Wallace E Lyons
Phone
2569275431
Raw XML Appendix271 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0DFA SELECTIVELY HEDGED GLBL EQTY POR
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt089746
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01432
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04702
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt094034
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESA NELSON AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM HENRY AGEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NELSON AGEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 400
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05600
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/AppliedToCurrentYearAmt04669
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04669
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01056
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01056
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05725
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01056
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01056
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0619
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0619
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt137
TaxesSchedule/TaxesDetail/CategoryTxt0990PF
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt037
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESA NELSON AGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09319621060
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAUDE L NELSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLAU
ReturnHeader/Filer/EIN0631082768
ReturnHeader/Filer/PhoneNum09319621060
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 400
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0373980400
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631143683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYONS & MORGAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 MAE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035960
ReturnHeader/PreparerPersonGrp/PhoneNum02569275431
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALLACE E LYONS
ReturnHeader/ReturnTs02015-04-28T10:25:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$99,707
Liabilities
$1
Net assets
$99,707
Revenue
$13,906
Expenses
$6,381
Net income
$7,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.17$0.23$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.01$1.65$0.16$0.28$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.01$1.77$0.11$0.18$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.01$1.85$0.25$0.29$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$0.06$0.26$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.01$2.10$0.22$0.29$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.17$0.07$0.13$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.24$0.07$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.19$0.07$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.14$0.06$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.01$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00