Civic Intelligence

Franci Neely Foundation

990PF • Fiscal year 2020 • EIN 76-0626224

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
c/o Ayco PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

84th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

80th percentile

0.00x

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Net Margin

69th percentile

42%

Higher net margin than 69% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2020 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2020

Asset Growth

28th percentile

-3.8%

Faster asset growth than 28% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

32%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$2,978,962

Down $116,509 (-3.8%) from 2019

Net Assets

Down

$2,978,962

Down $116,509 (-3.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin69th percentile

Revenue

Up

$619,803

Up $148,511 (+32%) from 2019

Expenses

Down

$358,515

Down $245,387 (-41%) from 2019

Net Income

Up

$261,288

Up $393,898 (+297%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,505,300Liabilities 2011: $02011Assets 2012: $5,392,318Liabilities 2012: $0Net Assets 2012: $5,392,3182012Assets 2013: $4,230,130Liabilities 2013: $12013Assets 2014: $3,590,972Liabilities 2014: $02014Assets 2015: $3,999,122Liabilities 2015: $02015Assets 2019: $3,095,471Liabilities 2019: $0Net Assets 2019: $3,095,4712019Assets 2020: $2,978,962Liabilities 2020: $0Net Assets 2020: $2,978,9622020Assets 2021: $3,332,906Liabilities 2021: $0Net Assets 2021: $3,332,9062021Assets 2022: $2,964,624Liabilities 2022: $0Net Assets 2022: $2,964,6242022Assets 2023: $3,138,744Liabilities 2023: $12023Assets 2024: $2,935,404Liabilities 2024: $0Net Assets 2024: $2,935,4042024

Highlighted filing

2020

Assets$2,978,962
Liabilities$0
Net Assets$2,978,962
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: -$72,518Expenses 2011: $1,715,352Net Income 2011: -$1,787,8702011Expenses 2012: $2,187,7022012Revenue 2013: $377,670Expenses 2013: $1,539,858Net Income 2013: -$1,162,1882013Revenue 2014: $587,126Expenses 2014: $1,226,284Net Income 2014: -$639,1582014Revenue 2015: $1,303,081Expenses 2015: $894,931Net Income 2015: $408,1502015Revenue 2019: $471,292Expenses 2019: $603,902Net Income 2019: -$132,6102019Revenue 2020: $619,803Expenses 2020: $358,515Net Income 2020: $261,2882020Revenue 2021: $454,986Expenses 2021: $101,042Net Income 2021: $353,9442021Revenue 2022: -$9,229Expenses 2022: $359,053Net Income 2022: -$368,2822022Revenue 2023: $1,742,007Expenses 2023: $882,883Net Income 2023: $859,1242023Revenue 2024: $734,789Expenses 2024: $938,129Net Income 2024: -$203,3402024

Highlighted filing

2020

Revenue$619,803
Expenses$358,515
Net Income$261,288
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCI N NEELYDirector/President-$0--
ANDREW ELLINGSON BECK IIIDirector/VP & Treasurer-$0--
JEREMY MONTHYDirector/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Franci Neely Foundation
EIN
76-0626224
In Care Of
% AYCO CO LP-NATIONAL TAX GRO
Phone
5186405000
Address
c/o Ayco PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
Franci Neely
Title
Director
Phone
5186405000
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15201, Albany, NY 12212-5201
Preparer
Annette Miner
Phone
5188864000
Raw XML Appendix292 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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02808503
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRANCI N NEELY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Ayco PO Box 15201
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Albany
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0122125201
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0619767
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0619767
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0SEE ATTACHED
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt053173
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1240841
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt22540
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt325000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0AR- DE SHAW VALENCE HEDGE FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1AR- DE SHAW COMPOSITE HEDGE FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2MISCELLANEOUS RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt23575
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt325000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt23683
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt325000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1377797
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER DONOR'S COST BASIS OF
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1STOCK DONATED TO THE FOUNDATION
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Franci Neely
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Franci Neely Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0760626224
ReturnHeader/Filer/InCareOfNm0% AYCO CO LP-NATIONAL TAX GRO
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Ayco PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125201
ReturnHeader/PreparerPersonGrp/PhoneNum05188864000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Annette Miner
ReturnHeader/ReturnTs02021-11-15T12:42:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Franci
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Neely
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,978,962
Liabilities
$0
Net assets
$2,978,962
Revenue
$619,803
Expenses
$358,515
Net income
$261,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2020Detailed filing. Detailed filing data is available for this year.$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
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