Civic Intelligence

Mcs Charitable Foundation

990PF • Fiscal year 2023 • EIN 26-3016128

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile
1826 N Loop 1604 W Suite 260San Antonio, TX 78248

(210) 402-7200

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$330,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

66th percentile

9.3%

Faster asset growth than 66% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$151,977,413

Up $12,903,057 (+9.3%) from 2022

Net Assets

Up

$151,966,268

Up $12,919,296 (+9.3%) from 2022

Liabilities

Down

$11,145

Down $16,239 (-59%) from 2022

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin91st percentile

Revenue

Down

$24,594,291

Down $98,871,093 (-80%) from 2022

Expenses

Up

$11,669,994

Up $5,379,029 (+86%) from 2022

Net Income

Down

$12,924,297

Down $104,250,122 (-89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

2023

Assets$151,977,413
Liabilities$11,145
Net Assets$151,966,268
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

2023

Revenue$24,594,291
Expenses$11,669,994
Net Income$12,924,297
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN JUMETTrusteeFT$300,000$30,000$330,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHMENTCHARITABLEPCSAN ANTONIO, TX, US$5,296,050
Paid GrantSEE ATTACHMENTCHARITABLEPFSAN ANTONIO, TX, US$105,000
Filing and Contact Details

Filer

Filer Name
MCS Charitable Foundation
EIN
26-3016128
In Care Of
% CAPFINANCIAL PARTNERS LLC
Phone
2104027200
Address
1826 N LOOP 1604 W SUITE 260, SAN ANTONIO, TX 78248

Signing Officer

Name
Jan Jumet
Title
Trustee
Phone
2104027200
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
CapFinancial Partners LLC
Address
1826 N Loop 1604 W Suite 260, San Antonio, TX 78248
Preparer
Melissa M Johnson
Phone
2104027200
Raw XML Appendix400 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05375753
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07100346
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16927 E CABALLO DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PARADISE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PARADISE
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd185253
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09280976
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12660000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02660000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MCS CABALLO, LLC
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-03-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0983000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12070000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2334640
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt30
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt4143260
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt553291
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt630463207
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt70
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt80
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt90
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt100
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MCS NORE LLC: 1001 BIENVILLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2A/R - BOA
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3FEDERAL TAX RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4H.R. SMITH, LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc5MCS HOLDINGS, INC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc6MCS MINERALS, LTD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc7MCS CABALLO LLC:6927 E CABALLO
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc8TUCKER FARMS E 1:HODGSON RD
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc9TUCKER FARMS E 2:OLD BLACKHAWK
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12070000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt256496
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt369100
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt50
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt60
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt73041678
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt8762786
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt9651120
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10200
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05001
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0N/D EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0US TRUST MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14179
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt28843
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt330051
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt480192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51186
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt68932
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7270
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8905706
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt28013939
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OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
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OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt13323
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt28013939
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0445286
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt13323
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt28013939
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt027384
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt10
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt20
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAX LIABILITY
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1497
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt24480
TaxesSchedule/TaxesDetail/Amt046066
TaxesSchedule/TaxesDetail/Amt199504
TaxesSchedule/TaxesDetail/Amt224540
TaxesSchedule/TaxesDetail/Amt38
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt046066
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt17591
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN JUMET
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02104027200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MCS Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MCSC
ReturnHeader/Filer/EIN0263016128
ReturnHeader/Filer/InCareOfNm0% CAPFINANCIAL PARTNERS LLC
ReturnHeader/Filer/PhoneNum02104027200
ReturnHeader/Filer/USAddress/AddressLine1Txt01826 N LOOP 1604 W SUITE 260
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078248
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CapFinancial Partners LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01826 N Loop 1604 W Suite 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078248
ReturnHeader/PreparerPersonGrp/PhoneNum02104027200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melissa M Johnson
ReturnHeader/ReturnTs02024-11-13T09:21:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,977,413
Liabilities
$11,145
Net assets
$151,966,268
Revenue
$24,594,291
Expenses
$11,669,994
Net income
$12,924,297
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