Civic Intelligence

North Austin Rotary Foundation

990EZ • Fiscal year 2016 • EIN 20-5346075

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 21, 2016

Organization ProfileN/A
7800 N Mopac No 105Austin, TX 78759

(512) 482-8682

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.4%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

9.6%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$170,056

Down $7,792 (-4.4%) from 2015

Net Assets

Down

$170,056

Down $7,792 (-4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin78th percentile

Revenue

Up

$7,675

Up $673 (+9.6%) from 2015

Expenses

Up

$6,055

Up $1,441 (+31%) from 2015

Net Income

Down

$1,620

Down $768 (-32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2016

Assets$170,056
Liabilities$0
Net Assets$170,056
Open 2016 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$7,675
Expenses$6,055
Net Income$1,620
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 21, 2016
Return Version
2015v2.1
Gross Receipts
$7,675
Mission and Program Overview

Mission

Education and fundraising

Program Services

DescriptionGrantsExpenses
EDUCATIONAL AND FUNDRAISING FOR SCHOLARSHIPS AND TO SUPPORT OTHER TAX EXEMPT ORGANIZATIONS$0$6,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAYLE BALDAUFPast Chairman-$0--
DAVID ERICKSONChairman-$0--
MICHAEL TOLBERTDirector-$0--
FRANK IVEYDirector-$0--
KAREN BOGISCHDirector-$0--
Filing and Contact Details

Filer

Filer Name
North Austin Rotary Foundation
EIN
20-5346075
Phone
5124828682
Address
7800 N MOPAC NO 105, AUSTIN, TX 78759

Signing Officer

Name
David Erickson Jr
Title
Chairman
Phone
5124828682
Signed
2016-09-21

Preparer

Firm
Erickson Demel & Co Pllc
Address
7800 N MOPAC SUITE 105, AUSTIN, TX 78759
Preparer
Deanna N Schryver
Phone
5124828682
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: dividend income. Amount: 6,675.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship contribution. Grantee name: university of texas at san antonio. Grantee address: 1 utsa cirlce san antonio, tx 78249. Property description: cash. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship contribution. Grantee name: trinity university . Grantee address: 1 trinity pl san antonio, tx 78212. Property description: cash. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: scholarship contribution. Grantee name: university of texas at austin. Grantee address: 1 university station austin, tx 78712. Property description: cash. Amount given: 3,000. Total included on form 990-ez, line 10: 6,000.”

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

“Description: bank service fees. Amount: 55.”

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

“Description: unrealized appreciation in securities. Amount: -9,412.”

Raw XML Appendix153 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID ERICKSON JR
IRS990EZ/BooksInCareOfDetail/PhoneNum05124828682
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07800 N MOPAC STE 105
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078759
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0177848
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0170056
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt01000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01620
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0177848
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0170056
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt07675
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06675
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177848
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0170056
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177848
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0170056
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAYLE BALDAUF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL TOLBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3FRANK IVEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN BOGISCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-9412
IRS990EZ/OtherExpensesTotalAmt055
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND FUNDRAISING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL AND FUNDRAISING FOR SCHOLARSHIPS AND TO SUPPORT OTHER TAX EXEMPT ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06055
IRS990EZ/TotalProgramServiceExpensesAmt06000
IRS990EZ/TotalRevenueAmt07675
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011005
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06967
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05270
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03816
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04018
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt026746
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29150
IRS990ScheduleA/PublicSupportPY170Pct00.29630
IRS990ScheduleA/PublicSupportTotal170Amt011005
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011005
IRS990ScheduleA/TotalSupportAmt037751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 6,675.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP CONTRIBUTION. GRANTEE NAME: UNIVERSITY OF TEXAS AT SAN ANTONIO. GRANTEE ADDRESS: 1 UTSA CIRLCE SAN ANTONIO, TX 78249. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIP CONTRIBUTION. GRANTEE NAME: TRINITY UNIVERSITY . GRANTEE ADDRESS: 1 TRINITY PL SAN ANTONIO, TX 78212. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP CONTRIBUTION. GRANTEE NAME: UNIVERSITY OF TEXAS AT AUSTIN. GRANTEE ADDRESS: 1 UNIVERSITY STATION AUSTIN, TX 78712. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: BANK SERVICE FEES. AMOUNT: 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: UNREALIZED APPRECIATION IN SECURITIES. AMOUNT: -9,412.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID ERICKSON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05124828682
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH AUSTIN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0205346075
ReturnHeader/Filer/PhoneNum05124828682
ReturnHeader/Filer/USAddress/AddressLine1Txt07800 N MOPAC NO 105
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078759
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464064364
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON DEMEL & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07800 N MOPAC SUITE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05124828682
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEANNA N SCHRYVER
ReturnHeader/ReturnTs02016-09-21T12:17:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,056
Liabilities
$0
Net assets
$170,056
Revenue
$7,675
Expenses
$6,055
Net income
$1,620
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