Civic Intelligence

Franci Neely Foundation

990PF • Fiscal year 2021 • EIN 76-0626224

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

81st percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

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

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Net Margin

84th percentile

78%

Higher net margin than 84% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$3,332,906

Up $353,944 (+12%) from 2020

Net Assets

Up

$3,332,906

Up $353,944 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin84th percentile

Revenue

Down

$454,986

Down $164,817 (-27%) from 2020

Expenses

Down

$101,042

Down $257,473 (-72%) from 2020

Net Income

Up

$353,944

Up $92,656 (+35%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$3,332,906
Liabilities$0
Net Assets$3,332,906
Open 2021 Filing

Operations Trend

Revenue Growth19th 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

2021

Revenue$454,986
Expenses$101,042
Net Income$353,944
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
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
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15201, ALBANY, NY 12212-5201
Preparer
Christine DiIonna
Phone
5188864000
Raw XML Appendix288 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/ExcessDistributionCyovAppCYAmt0204996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0131473
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0388057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0889897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0458964
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0390104
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0204996
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0185108
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01868391
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0131473
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0388057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0889897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0458964
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0100000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02053499
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02258495
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt125000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt23575
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0AR- DE SHAW COMPOSITE HEDGE FD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2MISCELLANEOUS RECEIVABLES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0553439
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21035
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0553439
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt21040
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01042
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01042
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Franci Neely
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02022-10-19T07:07:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Franci
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Neely
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,332,906
Liabilities
$0
Net assets
$3,332,906
Revenue
$454,986
Expenses
$101,042
Net income
$353,944
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
2021Detailed filing. Detailed filing data is available for this year.$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
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