Civic Intelligence

Selby and Richard Mcrae Foundation

990PF • Fiscal year 2020 • EIN 64-6026795

Feb 01, 2019 to Jan 31, 2020 • Filed on Dec 02, 2020

Organization Profile
PO Box 13070Jackson, MS 39236

(601) 366-9371

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

9th percentile

-61%

Higher net margin than 9% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

25th percentile

$81,235

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

30th percentile

0.4%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-74%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$35,954,040

Up $146,148 (+0.4%) from 2019

Net Assets

Up

$35,954,040

Up $146,148 (+0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin9th percentile

Revenue

Down

$2,725,506

Down $7,624,948 (-74%) from 2019

Expenses

Up

$4,389,197

Up $628,794 (+17%) from 2019

Net Income

Down

-$1,663,691

Down $8,253,742 (-125%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$60M$40M$20M$0Assets 2011: $22,417,602Liabilities 2011: $02011Assets 2012: $23,305,676Liabilities 2012: $02012Assets 2013: $24,114,058Liabilities 2013: $02013Assets 2014: $24,043,523Liabilities 2014: $02014Assets 2015: $25,111,017Liabilities 2015: $02015Assets 2018: $28,623,358Liabilities 2018: $0Net Assets 2018: $28,623,3582018Assets 2019: $35,807,892Liabilities 2019: $0Net Assets 2019: $35,807,8922019Assets 2020: $35,954,040Liabilities 2020: $0Net Assets 2020: $35,954,0402020Assets 2021: $42,457,247Liabilities 2021: $0Net Assets 2021: $42,457,2472021Assets 2022: $38,923,204Liabilities 2022: $0Net Assets 2022: $38,923,2042022Assets 2023: $36,545,609Liabilities 2023: $0Net Assets 2023: $36,545,6092023Assets 2024: $36,341,017Liabilities 2024: $0Net Assets 2024: $36,341,0172024

Highlighted filing

2020

Assets$35,954,040
Liabilities$0
Net Assets$35,954,040
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $571,124Expenses 2011: $1,331,024Net Income 2011: -$759,9002011Revenue 2012: $3,871,546Expenses 2012: $1,593,531Net Income 2012: $2,278,0152012Revenue 2013: $1,948,635Expenses 2013: $2,262,541Net Income 2013: -$313,9062013Revenue 2014: $4,016,030Expenses 2014: $3,916,748Net Income 2014: $99,2822014Revenue 2015: $2,246,025Expenses 2015: $2,198,417Net Income 2015: $47,6082015Revenue 2018: $6,258,804Expenses 2018: $3,449,708Net Income 2018: $2,809,0962018Revenue 2019: $10,350,454Expenses 2019: $3,760,403Net Income 2019: $6,590,0512019Revenue 2020: $2,725,506Expenses 2020: $4,389,197Net Income 2020: -$1,663,6912020Revenue 2021: $2,899,457Expenses 2021: $2,306,035Net Income 2021: $593,4222021Revenue 2022: $8,571,429Expenses 2022: $3,409,083Net Income 2022: $5,162,3462022Revenue 2023: $3,125,910Expenses 2023: $2,974,423Net Income 2023: $151,4872023Revenue 2024: $1,885,168Expenses 2024: $2,942,466Net Income 2024: -$1,057,2982024

Highlighted filing

2020

Revenue$2,725,506
Expenses$4,389,197
Net Income-$1,663,691
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2019 to Jan 31, 2020
Signed
Dec 2, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENEE D HOLMExecutive DirectorFT$77,333$3,902$81,235
VAUGHAN W MCRAEPresident-$0--
SUSAN MCRAE SHANORVice-President-$0--
RICHARD D MCRAE JRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Selby and Richard Mcrae Foundation
EIN
64-6026795
Phone
6013669371
Address
PO BOX 13070, JACKSON, MS 39236

Signing Officer

Name
Vaughan M Mcrae
Title
President
Phone
6013669371
Signed
2020-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Haddox Reid Eubank Betts Pllc
Address
188 EAST CAPITOL STREET STE 500, JACKSON, MS 39201
Preparer
Charles R Byram CPA
Phone
6019482924
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51133224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6962361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7622957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt81441734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9950149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101068938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11277337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121075249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt134689917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14308768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1681691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17590014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18535507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1954153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt201138188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21438535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22305578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2356039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2441700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251739245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26147501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2787474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28800454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29354080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt301332490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3112685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32179093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33398200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3451653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3550500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36802336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt37869679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38532952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3910378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40272624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4117824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42801970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43328279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44384038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45227257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46122789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt47339910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt481431917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49408962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50149829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BRANDYWINE GLOBAL UNCONSTRAINED BD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ARTISAN INTERNATIONAL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CHAMPLAIN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GRANDEUR PEAK INTERNATIONAL OPP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5JOHCM INTERNATIONAL SELECT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SEAFARER OVERSEAS GROWTH & INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD MID CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD 500 INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VULCAN VALUE PARTNERS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10WCM FOCUSED INTERNATIONAL GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11WESTWOOD SMALL CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123 X 5 SPECIAL OPPORTUNITY FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133 X 5 RIVERVEST FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143 X 5 PARTNERS FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ABBOTT CAPITAL PRIVATE EQUITY FUND III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16AACP DEBT INVESTORS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17AACP TAX EXEMPT INVESTORS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18AACP TAX EXEMPT INVESTORS IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19AA DELAWARE IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20ADP INVESTORS II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21BERENS AFRICAN DEVELOPMENT PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22BPEA LIFE SCIENCES FUND I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23CORDILLERA INVESTMENT FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24FISHPEOPLE INVESTORS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25GLOBAL ACCESS FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26KCB REAL ESTATE VII LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27KEYHAVEN CAPITAL PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28MORRISON STREET DEBT OPPORTUNITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29MORRISON STREET DEBT OPPORTUNITY FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30MUDRICK DISTRESSED OPPORTUNITY FUND (OFFSHORE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31OAK HILL CAPITAL PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32OAK HILL CAPITAL PARTNERS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33OAK HILL CAPITAL PARTNERS IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34OAK HILL CAPITAL PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35OHA EUROPEAN STRATEGIC OPPORTUNITY FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36PALO ALTO HEALTHCARE FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37RIMROCK STRUCTURED PRODUCT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38RUBICON INVESTORS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39SENTAKU INVESTORS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40SIGHTLINE OPPORTUNITY MANAGEMENT FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41TECHNOLOGY PARTNERS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42TRF FEEDER FUND (CAYMAN) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43US WATER AND LAND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44VAPOTHERM INVESTORS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45VENTURE INVESTMENT PARTNERS V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46VIA ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47WAM-PAA, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48WATER PROPERTY INVESTOR, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49ZERO MASS WATER INVESTORS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50EXIT 59 PROPERTIES LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0825361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11046245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21474523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31133638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4535490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51133224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6962361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7622957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81441734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9950149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101068938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11277337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121075249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt134689917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14308768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt157985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1681691
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17590014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18535507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1954153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201138188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21438535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22305578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2356039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2441700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251739245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26147501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2787474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28800454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29354080
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt301332490
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3112685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32179093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33398200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3451653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3550500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36802336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37869679
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38532952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3910378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40272624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4117824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt42801970
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43328279
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44384038
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt45227257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt46122789
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47339910
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt481431917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49408962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50149829

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,954,040
Liabilities
$0
Net assets
$35,954,040
Revenue
$2,725,506
Expenses
$4,389,197
Net income
-$1,663,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.89$2.94$1.06
2023Detailed filing. Detailed filing data is available for this year.$36.5$0.00$36.5$3.13$2.97$0.15
2022Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$8.57$3.41$5.16
2021Detailed filing. Detailed filing data is available for this year.$42.5$0.00$42.5$2.90$2.31$0.59
2020Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$2.73$4.39$1.66
2019Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$10.4$3.76$6.59
2018Detailed filing. Detailed filing data is available for this year.$28.6$0.00$28.6$6.26$3.45$2.81
2015Summary only. Only limited summary data is available for this year.$25.1$0.00$2.25$2.20$0.05
2014Summary only. Only limited summary data is available for this year.$24.0$0.00$4.02$3.92$0.10
2013Summary only. Only limited summary data is available for this year.$24.1$0.00$1.95$2.26$0.31
2012Summary only. Only limited summary data is available for this year.$23.3$0.00$3.87$1.59$2.28
2011Summary only. Only limited summary data is available for this year.$22.4$0.00$0.57$1.33$0.76