Civic Intelligence

Claude L Nelson Charitable Foundation Inc.

990PF • Fiscal year 2023 • EIN 63-1082768

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 10, 2024

Organization Profile
3328 Southbend CircleVestavia Hills, AL 35216

(931) 962-1060

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.06x

Higher debt load relative to revenue than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-79%

Higher net margin than 10% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$12,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 76.3% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

34th percentile

-7.0%

Faster asset growth than 34% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

49%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$165,939

Down $12,455 (-7.0%) from 2022

Net Assets

Down

$164,940

Down $12,455 (-7.0%) from 2022

Liabilities

Flat

$999

Flat from 2022

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin10th percentile

Revenue

Up

$15,729

Up $5,172 (+49%) from 2022

Expenses

Up

$28,184

Up $9,700 (+52%) from 2022

Net Income

Down

-$12,455

Down $4,528 (-57%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2023

Assets$165,939
Liabilities$999
Net Assets$164,940
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$15,729
Expenses$28,184
Net Income-$12,455
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNA M AGEEVice PresPT$12,000-$12,000
LESA NELSON AGEEPres-Director-$0--
WILLIAM HENRY AGEESec-Director-$0--
NELSON AGEEDirector-$0--
CLAY S AGEETreas-Director-$0--
Filing and Contact Details

Filer

Filer Name
Claude L Nelson Charitable
EIN
63-1082768
Phone
9319621060
Address
3328 SOUTHBEND CIRCLE, VESTAVIA HILLS, AL 35216

Signing Officer

Name
Lesa Nelson Agee
Title
Pres-Director
Phone
9319621060
Signed
2024-04-10

Preparer

Firm
Lyons & Morgan Pc
Address
105 MAE STREET, CENTRE, AL 35960
Preparer
Wallace E Lyons
Phone
2564909817
Raw XML Appendix352 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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TaxesSchedule/TaxesDetail/Amt0130
TaxesSchedule/TaxesDetail/CategoryTxt0990PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0130
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESA NELSON AGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES-DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09319621060
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CLAUDE L NELSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CLAU
ReturnHeader/Filer/EIN0631082768
ReturnHeader/Filer/PhoneNum09319621060
ReturnHeader/Filer/USAddress/AddressLine1Txt03328 SOUTHBEND CIRCLE
ReturnHeader/Filer/USAddress/CityNm0VESTAVIA HILLS
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ReturnHeader/Filer/USAddress/ZIPCd035216
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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/PhoneNum02564909817
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALLACE E LYONS
ReturnHeader/ReturnTs02024-05-08T15:34:16-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESA N
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AGEE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$165,939
Liabilities
$999
Net assets
$164,940
Revenue
$15,729
Expenses
$28,184
Net income
-$12,455
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
2023Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • <$500k nonprofits