Franci Neely Foundation

990PF • Fiscal year 2018 • EIN 76-0626224

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile

321 BroadwaySaratoga Springs, NY 12866-0425

(518) 640-5000

Siviq Scores

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

0.00x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

0.00x

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

1.4%

Higher net margin than 47% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

Higher top officer pay than 83% of similar nonprofits.

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

2018 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2018

-6.9%

Faster asset growth than 24% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2018

-5.4%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2018

Balance Sheet

Liabilities / Assets83rd percentile

Assets

Down

$3,228,081

Down $771,041 (-19%) from 2015

Net Assets

$3,228,081

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue83rd percentile Net Margin47th percentile

Revenue

Down

$1,102,184

Down $200,897 (-15%) from 2015

Expenses

$1,086,898

Up $191,967 (+21%) from 2015

Net Income

Down

$15,286

Down $392,864 (-96%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

Highlighted filing

2018

Assets$3,228,081

Liabilities$0

Net Assets$3,228,081

Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

Highlighted filing

2018

Revenue$1,102,184

Expenses$1,086,898

Net Income$15,286

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 10, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay83rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
FRANCI N NEELY	Director/President	-	$0	-	-
ANDREW ELLINGSON BECK III	Director/VP & Treasurer	-	$0	-	-
JEREMY MONTHY	Director/Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Franci Neely Foundation
EIN: 76-0626224
In Care Of: % THE AYCO COMPANY LP - NTG
Phone: 5186405000
Address: 321 Broadway, Saratoga Springs, NY 12866-0425

Signing Officer

Name: Franci N Neely
Title: Director
Phone: 5188864000
Signed: 2019-05-10
Discuss with paid preparer: Yes

Preparer

Firm: The Ayco Company LP
Address: PO Box 860, Saratoga Springs, NY 12866-0860
Preparer: Derek Paddock
Phone: 5188864000

Raw XML Appendix361 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	2000000
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	196992
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	3077293
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	FRANCI N NEELY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ANDREW ELLINGSON BECK III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	JEREMY MONTHY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	DIRECTOR/VP & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	DIRECTOR/SECRETARY
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	THE AYCO COMPANY LP - NTG
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5188864000
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	REVENUE SERVICE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	FRANCI N NEELY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	809751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	277138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	C/O THE AYCO CO 321 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	C/O THE AYCO CO 321 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	128660425
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	128660425
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1086889
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	196992
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	196992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	458964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	390104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	681481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	921084
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1194117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1194117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3341530
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	889897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	458964
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	390104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	681481
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	921084
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1086889
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	889897
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4535647
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3645750
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	FRANCI N NEELY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	FRANCI N NEELY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	321 BROADWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	321 BROADWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	128660425
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	128660425
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	402065
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	650500
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	402065
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	3,831 SHARES OF VARIOUS SECURITIES ON 05/17/2018 (see attached detail)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2018-05-17
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	164174
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	APPRECIATION OF DONOR'S COST OVER
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	BASIS FOR STOCKS DONATED
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	0
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	116157
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	APPRECIATION OF DONOR'S COST OVER BASIS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	FOR CHARITABLE STOCK CONTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	9
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	9
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BalanceDueAmt	0	0
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/BorrowerPersonNm	0	FRANCI N NEELY
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LenderConsiderationDesc	0	NONE
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanOriginalAmt	0	3500
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/LoanPurposeTxt	0	PAYMENT OF EXPENSES FOR DISQUALIFIED PERSON
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/RepaymentTermsTxt	0	AS SOON AS POSSIBLE
OtherReceivablesOfficersSch/OfficerOtherRcvblGrp/SecurityProvidedBorrowerTxt	0	NONE
ReturnHeader/BuildTS	0	2019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	FRANCI N NEELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Franci Neely Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	FRAN
ReturnHeader/Filer/EIN	0	760626224
ReturnHeader/Filer/InCareOfNm	0	% THE AYCO COMPANY LP - NTG
ReturnHeader/Filer/PhoneNum	0	5186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	321 Broadway
ReturnHeader/Filer/USAddress/CityNm	0	Saratoga Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	128660425
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	5BF60627383718C2B4E13F3092462F6C5AF7AE34
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	5BF60627383718C2B4E13F3092462F6C5AF7AE34
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	14257320191335000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2019-05-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	204.4.182.16
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO Box 860
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Saratoga Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	128660860
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5188864000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Derek Paddock
ReturnHeader/ReturnTs	0	2019-05-13T11:19:48-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,228,081
Liabilities: $0
Net assets: $3,228,081
Revenue: $1,102,184
Expenses: $1,086,898
Net income: $15,286

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.94	$0.00	$2.94	$0.73	$0.94	$0.20
2023Summary only. Only limited summary data is available for this year.	$3.14	$0.00		$1.74	$0.88	$0.86
2022Detailed filing. Detailed filing data is available for this year.	$2.96	$0.00	$2.96	$0.01	$0.36	$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.33	$0.00	$3.33	$0.45	$0.10	$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.98	$0.00	$2.98	$0.62	$0.36	$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.10	$0.00	$3.10	$0.47	$0.60	$0.13
2018Detailed filing. Detailed filing data is available for this year.	$3.23	$0.00	$3.23	$1.10	$1.09	$0.02
2015Summary only. Only limited summary data is available for this year.	$4.00	$0.00		$1.30	$0.89	$0.41
2014Summary only. Only limited summary data is available for this year.	$3.59	$0.00		$0.59	$1.23	$0.64
2013Summary only. Only limited summary data is available for this year.	$4.23	$0.00		$0.38	$1.54	$1.16
2012Detailed filing. Detailed filing data is available for this year.	$5.39	$0.00	$5.39		$2.19
2011Summary only. Only limited summary data is available for this year.	$5.51	$0.00		$0.07	$1.72	$1.79