Civic Intelligence

Claude L Nelson Charitable Foundation Inc.

990PF • Fiscal year 2025 • EIN 63-1082768

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 15, 2026

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$154,592

Down $5,455 (-3.4%) from 2024

Net Assets

Down

$154,592

Down $4,456 (-2.8%) from 2024

Liabilities

Down

$0

Down $999 (-100%) from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$13,722

Down $3,171 (-19%) from 2024

Expenses

Down

$18,178

Down $4,607 (-20%) from 2024

Net Income

Up

-$4,456

Up $1,436 (+24%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $159,0482024Assets 2025: $154,592Liabilities 2025: $0Net Assets 2025: $154,5922025

Highlighted filing

2025

Assets$154,592
Liabilities$0
Net Assets$154,592
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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: -$5,8922024Revenue 2025: $13,722Expenses 2025: $18,178Net Income 2025: -$4,4562025

Highlighted filing

2025

Revenue$13,722
Expenses$18,178
Net Income-$4,456
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 15, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESA NELSON AGEEPres-Director-$0--
WILLIAM HENRY AGEESec-Director-$0--
NELSON AGEEDirector-$0--
CLAY S AGEETreas-Director-$0--
ANNA M AGEEVice Pres-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ASSISTANCE FOR FOSTER CHILDREN-WEDOWEE, AL, US$13,500
Paid Grant-AFTER SCHOOL PROGRAM-BIRMINGHAM, AL, US$2,400
Paid Grant-SUPPLIES & TOYS FOR NEEDY CHILDREN-HOOVER, AL, US$1,000
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
2026-04-15

Preparer

Firm
Lyons & Morgan Pc
Address
675 MCSPADDEN CIRCLE, CENTRE, AL 35960
Preparer
Wallace E Lyons
Phone
2564909817
Raw XML Appendix285 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt015 SOUTHLAKE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1865 HILLCREST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21229 COTTON AVE SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOOVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEDOWEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd136278
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235211
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016900
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/AppliedToCurrentYearAmt08297
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016602
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015478
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015478
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065137
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08853
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07841
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016602
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08853
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt080615
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071762
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01028
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MONEY MANAGER FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01028
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0990PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0150
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESA NELSON AGEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES-DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09319621060
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-15
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035216
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631143683
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYONS & MORGAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0675 MCSPADDEN CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CENTRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035960
ReturnHeader/PreparerPersonGrp/PhoneNum02564909817
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WALLACE E LYONS
ReturnHeader/ReturnTs02026-04-02T17:45:11-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,592
Liabilities
$0
Net assets
$154,592
Revenue
$13,722
Expenses
$18,178
Net income
-$4,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.14$0.18$0.04
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