Civic Intelligence

Mcs Charitable Foundation

990PF • Fiscal year 2015 • EIN 26-3016128

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 29, 2016

Organization Profile
6927 East Caballo DriveParadise Valley, AZ 85253

(210) 402-7200

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$16,541,921

Up $624,867 (+3.9%) from 2014

Net Assets

Up

$16,531,615

Up $618,165 (+3.9%) from 2014

Liabilities

Up

$10,306

Up $6,702 (+186%) from 2014

Revenue And Expenses

Revenue

Down

$1,466,325

Down $2,488,379 (-63%) from 2014

Expenses

Up

$848,160

Up $77,529 (+10%) from 2014

Net Income

Down

$618,165

Down $2,565,908 (-81%) from 2014

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $10,446,869Liabilities 2010: $0Net Assets 2010: $10,446,8692010Assets 2011: $10,335,190Liabilities 2011: $0Net Assets 2011: $10,335,1902011Assets 2012: $10,482,103Liabilities 2012: $1,942Net Assets 2012: $10,480,1612012Assets 2013: $12,748,037Liabilities 2013: $18,660Net Assets 2013: $12,729,3772013Assets 2014: $15,917,054Liabilities 2014: $3,604Net Assets 2014: $15,913,4502014Assets 2015: $16,541,921Liabilities 2015: $10,306Net Assets 2015: $16,531,6152015Assets 2016: $16,376,310Liabilities 2016: $13,305Net Assets 2016: $16,363,0052016Assets 2017: $16,358,416Liabilities 2017: $28,763Net Assets 2017: $16,329,6532017Assets 2018: $18,251,110Liabilities 2018: $43,579Net Assets 2018: $18,207,5312018Assets 2019: $18,899,531Liabilities 2019: $10,243Net Assets 2019: $18,889,2882019Assets 2020: $18,843,018Liabilities 2020: $0Net Assets 2020: $18,843,0182020Assets 2021: $21,364,537Liabilities 2021: $0Net Assets 2021: $21,364,5372021Assets 2022: $139,074,356Liabilities 2022: $27,384Net Assets 2022: $139,046,9722022Assets 2023: $151,977,413Liabilities 2023: $11,145Net Assets 2023: $151,966,2682023Assets 2024: $157,876,384Liabilities 2024: $26,167Net Assets 2024: $157,850,2172024

Highlighted filing

2015

Assets$16,541,921
Liabilities$10,306
Net Assets$16,531,615
Open 2015 Filing

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2010: $3002010Expenses 2011: $183,4032011Expenses 2012: $573,6782012Revenue 2013: $2,724,558Expenses 2013: $475,342Net Income 2013: $2,249,2162013Revenue 2014: $3,954,704Expenses 2014: $770,631Net Income 2014: $3,184,0732014Revenue 2015: $1,466,325Expenses 2015: $848,160Net Income 2015: $618,1652015Revenue 2016: $520,080Expenses 2016: $688,690Net Income 2016: -$168,6102016Revenue 2017: $834,609Expenses 2017: $867,961Net Income 2017: -$33,3522017Revenue 2018: $7,593,066Expenses 2018: $676,866Net Income 2018: $6,916,2002018Revenue 2019: $1,665,572Expenses 2019: $983,815Net Income 2019: $681,7572019Revenue 2020: $4,176,858Expenses 2020: $1,211,905Net Income 2020: $2,964,9532020Revenue 2021: $3,710,573Expenses 2021: $1,189,054Net Income 2021: $2,521,5192021Revenue 2022: $123,465,384Expenses 2022: $6,290,965Net Income 2022: $117,174,4192022Revenue 2023: $24,594,291Expenses 2023: $11,669,994Net Income 2023: $12,924,2972023Revenue 2024: $19,006,027Expenses 2024: $13,120,385Net Income 2024: $5,885,6422024

Highlighted filing

2015

Revenue$1,466,325
Expenses$848,160
Net Income$618,165
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 29, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY CAROL GREGORYTrustee And Founder-$0--
Filing and Contact Details

Filer

Filer Name
MCS Charitable Foundation
EIN
26-3016128
In Care Of
% SOUTHERN WEALTH MANAGEMENT L
Phone
2104027200
Address
6927 East Caballo Drive, Paradise Valley, AZ 85253

Signing Officer

Name
Mary Carol Gregory
Title
Trustee
Phone
2104027200
Signed
2016-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Southern Wealth Management LLP
Address
1826 N Loop 1604 W Suite 260, San Antonio, TX 78248
Preparer
Michael L Olson
Phone
2104027200
Raw XML AppendixShowing 400 of 419 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BAMC FISHER HOUSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13ASSISTANCE LEAGUE OF SAN ANTONIO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21615 E BLUEFIELD AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41201 S 7TH AVENUE SUITE 50
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53370 N HAYDEN ROAD 123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61625 SUNDOG RANCH RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt87700 E ROOSEVELT ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt107445 W ACOMA DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11401 JOE RUETT BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt127290 E BROADWAY STE 166
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132611 WEST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14PO BOX 2902
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DARLINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10PEORIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12TUSCAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14SIERRA VISTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5AZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10AZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12AZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078217
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd485007
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd585251
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1177843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1285710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1378201
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IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050961
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt036483
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0552556
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0651026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0640000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt036483
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0600065
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0552556
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06013700
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06013700
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03477000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1US TRUST MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0371
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1105113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0371
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1105113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt285667
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03604
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0A/P - BOA
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt010306
TaxesSchedule/TaxesDetail/Amt03435
TaxesSchedule/TaxesDetail/Amt113574
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03435
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY CAROL GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02104027200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCS Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MCSC
ReturnHeader/Filer/EIN0263016128
ReturnHeader/Filer/InCareOfNm0% SOUTHERN WEALTH MANAGEMENT L

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,541,921
Liabilities
$10,306
Net assets
$16,531,615
Revenue
$1,466,325
Expenses
$848,160
Net income
$618,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$158$0.03$158$19.0$13.1$5.89
2023Detailed filing. Detailed filing data is available for this year.$152$0.01$152$24.6$11.7$12.9
2022Detailed filing. Detailed filing data is available for this year.$139$0.03$139$123$6.29$117
2021Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$3.71$1.19$2.52
2020Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$4.18$1.21$2.96
2019Detailed filing. Detailed filing data is available for this year.$18.9$0.01$18.9$1.67$0.98$0.68
2018Detailed filing. Detailed filing data is available for this year.$18.3$0.04$18.2$7.59$0.68$6.92
2017Detailed filing. Detailed filing data is available for this year.$16.4$0.03$16.3$0.83$0.87$0.03
2016Detailed filing. Detailed filing data is available for this year.$16.4$0.01$16.4$0.52$0.69$0.17
2015Detailed filing. Detailed filing data is available for this year.$16.5$0.01$16.5$1.47$0.85$0.62
2014Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$3.95$0.77$3.18
2013Detailed filing. Detailed filing data is available for this year.$12.7$0.02$12.7$2.72$0.48$2.25
2012Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.57
2011Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.18
2010Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.00