Civic Intelligence

Mccarty Family Foundation C/O Waggoner National Bank

990PF • Fiscal year 2020 • EIN 20-3103094

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
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

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

7th percentile

-119%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

50th percentile

$13,915

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

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

Asset Growth

16th percentile

-5.0%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,484,277

Down $131,858 (-5.0%) from 2019

Net Assets

Down

$2,484,277

Down $127,608 (-4.9%) from 2019

Liabilities

Down

$0

Down $4,250 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin7th percentile

Revenue

Down

$107,115

Down $165,209 (-61%) from 2019

Expenses

Up

$234,723

Up $25,007 (+12%) from 2019

Net Income

Down

-$127,608

Down $190,216 (-304%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

2020

Assets$2,484,277
Liabilities$0
Net Assets$2,484,277
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

2020

Revenue$107,115
Expenses$234,723
Net Income-$127,608
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WAGGONER NATIONAL BANKTrustee-$13,915-$13,915
GRETA ROBB MCCARTYPresident-$0--
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
WILL CHILTON WAGGONER NAT'L BANK
Title
Trustee
Phone
9405522511
Signed
2021-05-11
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 Appendix357 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEST FRIENDS ANIMAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HUMANE SOCIETY OF WICHITA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KIDS MATTER INTERNATIONAL
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/AddressLine1Txt02005 1100 E
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14360 OLD IOWA PARK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2535 S NOLEN DRIVE STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WICHITA FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOUTHLAKE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd276092
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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/AppliedToCurrentYearAmt0156510
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0156510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt044288
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030674
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0221231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt059559
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0415025
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt059273
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt044288
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030674
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0221231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt059559
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0215783
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt059273
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0415025
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0355752
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt09506
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL & GAS ROYALTY LEASEHOLD COST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09506
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt036163
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03826
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OIL & GAS ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt03826
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03826
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04638
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04417
TaxesSchedule/TaxesDetail/Amt03672
TaxesSchedule/TaxesDetail/Amt19176
TaxesSchedule/TaxesDetail/Amt2158
TaxesSchedule/TaxesDetail/Amt3264
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2ROYALTY PRODUCTION TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3ROYALTY AD VALOREM TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt03672
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2158
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3264
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILL CHILTON WAGGONER NAT'L BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09405522511
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-11
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/ReturnTs02021-05-21T13:02:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHILTON WAGGONER NAT
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
$2,484,277
Liabilities
$0
Net assets
$2,484,277
Revenue
$107,115
Expenses
$234,723
Net income
-$127,608
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
2020Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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