Liabilities / Assets
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
69th percentile
Faster asset growth than 69% of similar nonprofits.
Revenue Growth
92nd percentile
Faster revenue growth than 92% of similar nonprofits.
Balance Sheet
Assets
Up$198,633
Up $28,577 (+17%) from 2016
Net Assets
Up$198,633
Up $28,577 (+17%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue And Expenses
Revenue
Up$14,682
Up $7,007 (+91%) from 2016
Expenses
Down$3,036
Down $3,019 (-50%) from 2016
Net Income
Up$11,646
Up $10,026 (+619%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- Nov 15, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $14,682
Mission and Program Overview
Mission
Education and fundraising
Program Services
| Description | Grants | Expenses |
|---|---|---|
| EDUCATIONAL AND FUNDRAISING FOR SCHOLARSHIPS AND TO SUPPORT OTHER TAX EXEMPT ORGANIZATIONS | $0 | $3,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAYLE BALDAUF | Past Chairman | - | $0 | - | - |
| DAVID ERICKSON | Chairman | - | $0 | - | - |
| MICHAEL TOLBERT | Director | - | $0 | - | - |
| FRANK IVEY | Director | - | $0 | - | - |
| KAREN BOGISCH | Director | - | $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
- 2017-11-15
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: 6,308. Description: oil lease . Amount: 8,371. Description: interest . Amount: 3. Total included on form 990-ez, line 4: 14,682.”
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.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: bank service fees. Amount: 36.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized appreciation in securities. Amount: 16,931.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DAVID ERICKSON JR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5124828682 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7800 N MOPAC STE 105 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | AUSTIN |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 78759 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 170056 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 198633 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11646 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 170056 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 198633 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 3000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 14682 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 14682 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 170056 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 198633 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 170056 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 198633 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAYLE BALDAUF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVID ERICKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHAEL TOLBERT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | FRANK IVEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KAREN BOGISCH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 16931 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 36 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION AND FUNDRAISING |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | EDUCATIONAL AND FUNDRAISING FOR SCHOLARSHIPS AND TO SUPPORT OTHER TAX EXEMPT ORGANIZATIONS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 3000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 3036 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 3000 |
| IRS990EZ/TotalRevenueAmt | 0 | 14682 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 1005 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 9243 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6675 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6967 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5270 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3816 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 31971 |
| IRS990ScheduleA/PrivateFoundation170Ind | 0 | X |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.03050 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.29150 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 1005 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 1005 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 32976 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DIVIDEND INCOME. AMOUNT: 6,308. DESCRIPTION: OIL LEASE . AMOUNT: 8,371. DESCRIPTION: INTEREST . AMOUNT: 3. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 14,682. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: BANK SERVICE FEES. AMOUNT: 36. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: UNREALIZED APPRECIATION IN SECURITIES. AMOUNT: 16,931. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID ERICKSON JR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5124828682 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | NORTH AUSTIN ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | NORT |
| ReturnHeader/Filer/EIN | 0 | 205346075 |
| ReturnHeader/Filer/PhoneNum | 0 | 5124828682 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 7800 N MOPAC NO 105 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | AUSTIN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 78759 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 2BA381AE580B9D41BD1B1EF96EA273FA61F02585 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 2BA381AE580B9D41BD1B1EF96EA273FA61F02585 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 97.77.193.62 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-11-15 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:04:14 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 464064364 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ERICKSON DEMEL & CO PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7800 N MOPAC SUITE 105 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | AUSTIN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 78759 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5124828682 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DEANNA N SCHRYVER |
| ReturnHeader/ReturnTs | 0 | 2017-11-15T10:05:27-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-06-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $198,633
- Liabilities
- $0
- Net assets
- $198,633
- Revenue
- $14,682
- Expenses
- $3,036
- Net income
- $11,646