Civic Intelligence

Mccarty Family Foundation C/O Waggoner National Bank

990PF • Fiscal year 2015 • EIN 20-3103094

Jan 01, 2015 to Dec 31, 2015 • Filed on May 06, 2016

PO Box 2271Vernon, TX 76385

(940) 552-2511

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

52nd percentile

$38,114

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

56th percentile

1.6%

Faster asset growth than 56% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

85%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,940,677

Up $45,908 (+1.6%) from 2014

Net Assets

Up

$2,940,677

Up $45,908 (+1.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$300,551

Up $137,803 (+85%) from 2014

Expenses

Up

$254,643

Up $23,429 (+10%) from 2014

Net Income

Up

$45,908

Up $114,374 (+167%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,294,598Liabilities 2010: $0Net Assets 2010: $3,294,5982010Assets 2011: $3,122,509Liabilities 2011: $02011Assets 2012: $3,044,862Liabilities 2012: $0Net Assets 2012: $3,044,8622012Assets 2013: $2,963,235Liabilities 2013: $0Net Assets 2013: $2,963,2352013Assets 2014: $2,894,769Liabilities 2014: $0Net Assets 2014: $2,894,7692014Assets 2015: $2,940,677Liabilities 2015: $0Net Assets 2015: $2,940,6772015Assets 2016: $2,750,337Liabilities 2016: $1,416Net Assets 2016: $2,748,9212016Assets 2017: $2,474,188Liabilities 2017: $0Net Assets 2017: $2,474,1882017Assets 2018: $2,549,277Liabilities 2018: $0Net Assets 2018: $2,549,2772018Assets 2019: $2,616,135Liabilities 2019: $4,250Net Assets 2019: $2,611,8852019Assets 2020: $2,484,277Liabilities 2020: $0Net Assets 2020: $2,484,2772020Assets 2021: $2,315,481Liabilities 2021: $4,250Net Assets 2021: $2,311,2312021Assets 2022: $2,342,029Liabilities 2022: $4,250Net Assets 2022: $2,337,7792022Assets 2023: $2,137,375Liabilities 2023: $5,666Net Assets 2023: $2,131,7092023Assets 2024: $2,041,725Liabilities 2024: $3,500Net Assets 2024: $2,038,2252024

Highlighted filing

2015

Assets$2,940,677
Liabilities$0
Net Assets$2,940,677

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $345,6532010Revenue 2011: $27,656Expenses 2011: $199,745Net Income 2011: -$172,0892011Expenses 2012: $189,2322012Revenue 2013: $108,998Expenses 2013: $190,625Net Income 2013: -$81,6272013Revenue 2014: $162,748Expenses 2014: $231,214Net Income 2014: -$68,4662014Revenue 2015: $300,551Expenses 2015: $254,643Net Income 2015: $45,9082015Revenue 2016: $74,807Expenses 2016: $266,563Net Income 2016: -$191,7562016Revenue 2017: $113,088Expenses 2017: $389,142Net Income 2017: -$276,0542017Revenue 2018: $268,110Expenses 2018: $193,021Net Income 2018: $75,0892018Revenue 2019: $272,324Expenses 2019: $209,716Net Income 2019: $62,6082019Revenue 2020: $107,115Expenses 2020: $234,723Net Income 2020: -$127,6082020Revenue 2021: $94,800Expenses 2021: $267,846Net Income 2021: -$173,0462021Revenue 2022: $236,762Expenses 2022: $210,214Net Income 2022: $26,5482022Revenue 2023: $68,527Expenses 2023: $274,597Net Income 2023: -$206,0702023Revenue 2024: $130,250Expenses 2024: $223,734Net Income 2024: -$93,4842024

Highlighted filing

2015

Revenue$300,551
Expenses$254,643
Net Income$45,908
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 6, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAGGONER NATIONAL BANKTrustee-$38,114-$38,114
GRETA ROBB MCCARTYPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantKIDS MATTER INTERNATIONALOPERATIONS501(C)(3)SOUTHLAKE, TX, US$50,000
Paid GrantTRUE SPARKOPERATIONS501(C)(3)NEW YORK, NY, US$50,000
Paid GrantHUMANE SOCIETY OF WICHITA FALLS - DAY TO DAY OPERATIONSOPERATIONS501(C)(3)WICHITA FALLS, TX, US$28,454
Filing and Contact Details

Filer

Filer Name
Mccarty Family Foundation
EIN
20-3103094
Phone
9405522511
Address
PO BOX 2271, VERNON, TX 76385

Signing Officer

Name
TRISH BYARS WAGGONER NAT'L BANK
Title
Trustee
Phone
9405522511
Signed
2016-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Hupp Bauer Hanson & Lewis Pc
Address
2520 E ELLIOTT STREET, WICHITA FALLS, TX 76308
Preparer
Barbara L Hanson CPA
Phone
9403223103
Raw XML Appendix365 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/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TRISH BYARS AT WAGGONER NATL BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2271
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VERNON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076385
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09405522511
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028454
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HUMANE SOCIETY OF WICHITA FALLS - DAY TO DAY OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KIDS MATTER INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TRUE SPARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3648
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1535 S NOLEN DRIVE STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2559 BROADWAY 8TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WICHITA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SOUTHLAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0128454
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0121768
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0108454
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0156698
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0230222
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034930
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0108454
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt035906
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt047875
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt011969
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt09506
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL & GAS ROYALTY LEASEHOLD COST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09506
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt036163
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SALARIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt032000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt07212
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1143698
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OIL & GAS LEASE BONUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt07212
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1143698
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt07212
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1143698
TaxesSchedule/TaxesDetail/Amt0389
TaxesSchedule/TaxesDetail/Amt11592
TaxesSchedule/TaxesDetail/Amt22448
TaxesSchedule/TaxesDetail/CategoryTxt0AD VALOREM TAXES ON ROYALTIES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt22448
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0389
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISH BYARS WAGGONER NAT'L BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09405522511
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCCARTY FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WAGGONER NATIONAL BANK
ReturnHeader/Filer/BusinessNameControlTxt0MCCA
ReturnHeader/Filer/EIN0203103094
ReturnHeader/Filer/PhoneNum09405522511
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2271
ReturnHeader/Filer/USAddress/CityNm0VERNON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076385
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751847161
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUPP BAUER HANSON & LEWIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02520 E ELLIOTT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WICHITA FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076308
ReturnHeader/PreparerPersonGrp/PhoneNum09403223103
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA L HANSON CPA
ReturnHeader/ReturnTs02016-05-11T11:00:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.13$0.22$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.01$2.13$0.07$0.27$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.24$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.31$0.09$0.27$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.11$0.23$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.61$0.27$0.21$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.27$0.19$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.11$0.39$0.28
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.07$0.27$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.30$0.25$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.16$0.23$0.07
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.00$2.96$0.11$0.19$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.19
2011Summary only. Only limited summary data is available for this year.$3.12$0.00$0.03$0.20$0.17
2010Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.35