Civic Intelligence

Bill Mccarty III Foundation

990PF • Fiscal year 2024 • EIN 64-0872808

Jul 01, 2023 to Jun 30, 2024 • Filed on May 07, 2025

Organization Profile
4032 Pinewood DriveJackson, MS 39211

(601) 981-1675

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-186%

Higher net margin than 3% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,508,316

Down $221,821 (-13%) from 2023

Net Assets

Down

$1,508,316

Down $221,821 (-13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Up

$119,570

Up $177,524 (+306%) from 2023

Expenses

Up

$341,391

Up $253,532 (+289%) from 2023

Net Income

Down

-$221,821

Down $76,008 (-52%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,112,478Liabilities 2011: $02011Assets 2012: $2,114,709Liabilities 2012: $02012Assets 2013: $2,077,258Liabilities 2013: $02013Assets 2014: $1,898,039Liabilities 2014: $02014Assets 2015: $2,002,725Liabilities 2015: $02015Assets 2018: $1,466,726Liabilities 2018: $0Net Assets 2018: $1,466,7262018Assets 2019: $1,522,541Liabilities 2019: $02019Assets 2020: $1,599,305Liabilities 2020: $1Net Assets 2020: $1,599,3052020Assets 2021: $1,869,662Liabilities 2021: $1Net Assets 2021: $1,869,6622021Assets 2022: $1,875,950Liabilities 2022: $1Net Assets 2022: $1,875,9502022Assets 2023: $1,730,137Liabilities 2023: $1Net Assets 2023: $1,730,1372023Assets 2024: $1,508,316Liabilities 2024: $0Net Assets 2024: $1,508,3162024

Highlighted filing

2024

Assets$1,508,316
Liabilities$0
Net Assets$1,508,316
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2011: $396,502Expenses 2011: $98,010Net Income 2011: $298,4922011Revenue 2012: $145,800Expenses 2012: $143,569Net Income 2012: $2,2312012Revenue 2013: $59,742Expenses 2013: $104,198Net Income 2013: -$44,4562013Revenue 2014: -$57,208Expenses 2014: $122,011Net Income 2014: -$179,2192014Revenue 2015: $138,407Expenses 2015: $33,721Net Income 2015: $104,6862015Revenue 2018: -$138,083Expenses 2018: $222,255Net Income 2018: -$360,3382018Revenue 2019: $100,687Expenses 2019: $44,872Net Income 2019: $55,8152019Revenue 2020: $24,132Expenses 2020: $106,536Net Income 2020: -$82,4042020Revenue 2021: $356,715Expenses 2021: $86,358Net Income 2021: $270,3572021Revenue 2022: $36,178Expenses 2022: $29,890Net Income 2022: $6,2882022Revenue 2023: -$57,954Expenses 2023: $87,859Net Income 2023: -$145,8132023Revenue 2024: $119,570Expenses 2024: $341,391Net Income 2024: -$221,8212024

Highlighted filing

2024

Revenue$119,570
Expenses$341,391
Net Income-$221,821
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WB MCCARTY IIIPres/Directo-$0--
HARRISON RUSSELL MCCARTYSec-Treas/Di-$0--
BETH MCCARTY HARRISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bill Mccarty Iii Foundation
EIN
64-0872808
Phone
6019811675
Address
4032 PINEWOOD DRIVE, JACKSON, MS 39211

Signing Officer

Name
Wb Mccarty Iii
Title
Pres/director
Phone
6019811675
Signed
2025-05-07

Preparer

Firm
Summers Green & Leroux Llp
Address
625 HIGHLAND COLONY PKWY STE 104, RIDGELAND, MS 39157-8837
Preparer
Donald F Summers
Phone
6019820825
Raw XML Appendix299 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/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06019811675
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BILL MCCARTY III
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06019820825
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04032 PINEWOOD DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd039211
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0329571
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS, EDUCATIONAL, CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEW STAGE THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01100 CARLISLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd039202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0329571
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt089820
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt081426
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt089820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0163831
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0163831
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0335077
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0163831
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0163831
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt081426
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05258
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05259
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010517
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
TaxesSchedule/TaxesDetail/Amt0539
TaxesSchedule/TaxesDetail/Amt1148
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0539
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1148
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WB MCCARTY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRES/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06019811675
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILL MCCARTY III FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0640872808
ReturnHeader/Filer/PhoneNum06019811675
ReturnHeader/Filer/USAddress/AddressLine1Txt04032 PINEWOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640853461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SUMMERS GREEN & LEROUX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 HIGHLAND COLONY PKWY STE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIDGELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0391578837
ReturnHeader/PreparerPersonGrp/PhoneNum06019820825
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD F SUMMERS
ReturnHeader/ReturnTs02025-05-09T15:51:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,508,316
Liabilities
$0
Net assets
$1,508,316
Revenue
$119,570
Expenses
$341,391
Net income
-$221,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.12$0.34$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.06$0.09$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.04$0.03$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.36$0.09$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.02$0.11$0.08
2019Summary only. Only limited summary data is available for this year.$1.52$0.00$0.10$0.04$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.14$0.22$0.36
2015Summary only. Only limited summary data is available for this year.$2.00$0.00$0.14$0.03$0.10
2014Summary only. Only limited summary data is available for this year.$1.90$0.00$0.06$0.12$0.18
2013Summary only. Only limited summary data is available for this year.$2.08$0.00$0.06$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$0.15$0.14$0.00
2011Summary only. Only limited summary data is available for this year.$2.11$0.00$0.40$0.10$0.30