Civic Intelligence

C W and Dee Mcmullen Community Foundation

990PF • Fiscal year 2023 • EIN 85-0472979

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
PO Box 981Tucumcari, NM 88401

(575) 461-1623

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Net Margin

44th percentile

-22%

Higher net margin than 44% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

-2.1%

Faster asset growth than 41% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

25%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$1,156,785

Down $24,950 (-2.1%) from 2022

Net Assets

Down

$1,156,785

Down $24,950 (-2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin44th percentile

Revenue

Up

$98,522

Up $19,986 (+25%) from 2022

Expenses

Up

$120,066

Up $51,496 (+75%) from 2022

Net Income

Down

-$21,544

Down $31,510 (-316%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,063,599Liabilities 2011: $02011Assets 2012: $1,070,441Liabilities 2012: $02012Assets 2013: $1,093,389Liabilities 2013: $02013Assets 2014: $1,115,718Liabilities 2014: $02014Assets 2015: $1,100,066Liabilities 2015: $02015Assets 2019: $1,074,995Liabilities 2019: $02019Assets 2020: $1,075,621Liabilities 2020: $0Net Assets 2020: $1,075,6212020Assets 2021: $1,179,845Liabilities 2021: $0Net Assets 2021: $1,179,8452021Assets 2022: $1,181,735Liabilities 2022: $0Net Assets 2022: $1,181,7352022Assets 2023: $1,156,785Liabilities 2023: $0Net Assets 2023: $1,156,7852023Assets 2024: $1,227,822Liabilities 2024: $0Net Assets 2024: $1,227,8222024

Highlighted filing

2023

Assets$1,156,785
Liabilities$0
Net Assets$1,156,785
Open 2023 Filing

Operations Trend

Revenue Growth61st percentile

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

$200K$100K$0-$100KRevenue 2011: $14,382Expenses 2011: $53,957Net Income 2011: -$39,5752011Revenue 2012: $45,803Expenses 2012: $37,084Net Income 2012: $8,7192012Revenue 2013: $106,220Expenses 2013: $83,654Net Income 2013: $22,5662013Revenue 2014: $101,716Expenses 2014: $76,266Net Income 2014: $25,4502014Revenue 2015: $57,998Expenses 2015: $75,535Net Income 2015: -$17,5372015Revenue 2019: $83,922Expenses 2019: $86,116Net Income 2019: -$2,1942019Revenue 2020: $50,338Expenses 2020: $46,644Net Income 2020: $3,6942020Revenue 2021: $183,300Expenses 2021: $80,027Net Income 2021: $103,2732021Revenue 2022: $78,536Expenses 2022: $68,570Net Income 2022: $9,9662022Revenue 2023: $98,522Expenses 2023: $120,066Net Income 2023: -$21,5442023Revenue 2024: $158,439Expenses 2024: $85,055Net Income 2024: $73,3842024

Highlighted filing

2023

Revenue$98,522
Expenses$120,066
Net Income-$21,544
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CJ WIEGELChairman-$0--
PHILLIP H BIDEGAINVice Chair-$0--
KENTON PERKINSMember-$0--
LOU BRISCOETrustee-$0--
GAIL BALZANOMember-$0--
CYNTHIA KIRKSEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cw and Dee Mcmullen Community
EIN
85-0472979
Phone
5754611623
Address
PO BOX 981, TUCUMCARI, NM 88401

Signing Officer

Name
Cj Wiegel
Title
Chairman
Phone
5754611623
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
R Kelly Mcfarland CPA Pc
Address
P O BOX 1044, TUCUMCARI, NM 88401
Preparer
R Kelly Mcfarland CPA
Phone
5754611195
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CORTEVA INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LABORATORY CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38WATERS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WILLIAMS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GSK PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41RESTAURANT BRANDS INTERNATIONAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ATT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DUKE ENERGY CORPORATION HOLDING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PEPSICO INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PNC FINANCIAL SVCS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54US BANCORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WILLIAMS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57AMERICAN ELECTRIC POWER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59DOMINION ENERGY INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60CROWN CASTLE INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61DIGITAL REALTY TRUST INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63ENDBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MEDTRONIC PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ADOBE INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ADVANCED MICOR DEIVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ALPHABET INC CLASS C CAPITAL STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71BROADCOM INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73COSTCO WHOLESALE CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82META PLATFORMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84NEXTERA ENERGTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85NIVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86PALO ALTO NETWORKS INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SELECT SECTOR SPDR TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89SERVICENOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92TEXAS INSTRUMENTS INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TRUIST FINANCIAL CORPORATION COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UBER TECHNOLOGIES INC COMMON STOCK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97AXON ENTERPRISE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98DIAMONDBACK ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99REALITY INCOME CORP
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt098522
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0101435
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0101435
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt042943
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt042943
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt098522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt08683
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0179
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt098522
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-01-26

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Filings

Displayed year

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

Open filing
Assets
$1,156,785
Liabilities
$0
Net assets
$1,156,785
Revenue
$98,522
Expenses
$120,066
Net income
-$21,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.10$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.08$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.18$0.08$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.05$0.00
2019Summary only. Only limited summary data is available for this year.$1.07$0.00$0.08$0.09$0.00
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.06$0.08$0.02
2014Summary only. Only limited summary data is available for this year.$1.12$0.00$0.10$0.08$0.03
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.11$0.08$0.02
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$0.05$0.04$0.01
2011Summary only. Only limited summary data is available for this year.$1.06$0.00$0.01$0.05$0.04