Civic Intelligence

North Austin Rotary Foundation

EIN 20-5346075 • 501(c)3 • Austin, TX

Profile

Education and Fundraising

4109 Bluffridge DrAustin, TX 78759

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

41st percentile

-7.7%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

9.7%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$242,316

Down $20,250 (-7.7%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$242,316

Down $20,250 (-7.7%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$20,388

Up $1,808 (+9.7%) from 2021

Expenses

Down

$286

Down $16,098 (-98%) from 2021

Net Income

Up

$20,102

Up $17,906 (+815%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $132,934Liabilities 2011: $02011Assets 2012: $141,929Liabilities 2012: $02012Assets 2013: $151,131Liabilities 2013: $02013Assets 2014: $176,608Liabilities 2014: $02014Assets 2015: $177,848Liabilities 2015: $0Net Assets 2015: $177,8482015Assets 2016: $170,056Liabilities 2016: $0Net Assets 2016: $170,0562016Assets 2017: $198,633Liabilities 2017: $0Net Assets 2017: $198,6332017Assets 2018: $218,020Liabilities 2018: $0Net Assets 2018: $218,0202018Assets 2019: $223,458Liabilities 2019: $0Net Assets 2019: $223,4582019Assets 2020: $238,661Net Assets 2020: $238,6612020Assets 2021: $262,566Net Assets 2021: $262,5662021Assets 2022: $242,316Net Assets 2022: $242,3162022

Highlighted filing

2022

Assets$242,316
Liabilities-
Net Assets$242,316
Open 2022 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $4,146Expenses 2011: $8,336Net Income 2011: -$4,1902011Revenue 2012: $14,018Expenses 2012: $6,214Net Income 2012: $7,8042012Revenue 2013: $3,816Expenses 2013: $6,343Net Income 2013: -$2,5272013Revenue 2014: $9,337Expenses 2014: $2,020Net Income 2014: $7,3172014Revenue 2015: $7,002Expenses 2015: $4,614Net Income 2015: $2,3882015Revenue 2016: $7,675Expenses 2016: $6,055Net Income 2016: $1,6202016Revenue 2017: $14,682Expenses 2017: $3,036Net Income 2017: $11,6462017Revenue 2018: $16,138Expenses 2018: $459Net Income 2018: $15,6792018Revenue 2019: $10,299Expenses 2019: $9,750Net Income 2019: $5492019Revenue 2020: $10,335Expenses 2020: $9,586Net Income 2020: $7492020Revenue 2021: $18,580Expenses 2021: $16,384Net Income 2021: $2,1962021Revenue 2022: $20,388Expenses 2022: $286Net Income 2022: $20,1022022

Highlighted filing

2022

Revenue$20,388
Expenses$286
Net Income$20,102
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,316
Liabilities
-
Net assets
$242,316
Revenue
$20,388
Expenses
$286
Net income
$20,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.42$2.42$0.20$0.00$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.63$2.63$0.19$0.16$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.39$2.39$0.10$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.10$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.16$0.00$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.15$0.03$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.08$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$1.77$0.00$0.09$0.02$0.07
2013Summary only. Only limited summary data is available for this year.$1.51$0.00$0.04$0.06$0.03
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.14$0.06$0.08
2011Summary only. Only limited summary data is available for this year.$1.33$0.00$0.04$0.08$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 3, 2023
Return Version
2021v4.1
Gross Receipts
$20,388
Mission and Program Overview

Mission

Education and fundraising

Program Services

DescriptionGrantsExpenses
Education and Fundraising for scholarships and to support other tax exempt organizations.$1$1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank IvyChairman-$0--
Denis CowigDirector-$0--
George LinialDirector-$0--
Bruce GoldenDirector-$0--
Filing and Contact Details

Filer

Filer Name
North Austin Rotary Foundation
EIN
20-5346075
Phone
5129405480
Address
4109 Bluffridge Dr, Austin, TX 78759

Signing Officer

Name
Bruce Golden
Title
Director
Signed
2023-01-03
Discuss with paid preparer
Yes

Preparer

Firm
Darryl Tocker CPA
Address
5806 Mesa Dr STE 375, Austin, TX 78731
Preparer
Darryl Tocker
Phone
5124521044
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Property Tax $86”

Form 990-EZ, Part I, Line 16 Other Expenses

“Property Tax”

Form 990-EZ, Part I, Line 20 Other Changes in Net Assets

“Prior period adjustment for unrealized gain to correct balance at the beginning of the year. Unrealized Gain $14,607.”

Raw XML Appendix163 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherExpensesTotalAmt086
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt01
IRS990EZ/TotalRevenueAmt020388
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Fundraising has been suspended during COVID. Distributions for scholarships have been affected by the pandemic. All income is interest and dividends from a small portfolio of mutual funds.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Property Tax $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Property Tax
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
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ReturnHeader/Filer/EIN0205346075
ReturnHeader/Filer/PhoneNum05129405480
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ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078759
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ReturnHeader/ReturnTs02023-01-13T15:16:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bruce
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Golden
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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