Civic Intelligence

North Austin Rotary Foundation

990EZ • Fiscal year 2020 • EIN 20-5346075

Jul 01, 2019 to Jun 30, 2020 • Filed on May 21, 2021

Organization ProfileN/A
4109 Bluffridge DrAustin, TX 78759

(512) 940-5480

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

53rd percentile

7.2%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

54th percentile

6.8%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

0.3%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$238,661

Up $15,203 (+6.8%) from 2019

Net Assets

Up

$238,661

Up $15,203 (+6.8%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$10,335

Up $36 (+0.3%) from 2019

Expenses

Down

$9,586

Down $164 (-1.7%) from 2019

Net Income

Up

$749

Up $200 (+36%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$238,661
Liabilities-
Net Assets$238,661
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$10,335
Expenses$9,586
Net Income$749
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 21, 2021
Return Version
2019v5.0
Gross Receipts
$10,335
Mission and Program Overview

Mission

Education and fundraising

Program Services

DescriptionGrantsExpenses
Education and Fundraising for scholarships and to support other tax exempt organizations.-$9,250
Compensation and Service Providers
Top Officer Pay76th 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
2021-05-21
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

“Student Scholarships $9250”

Other Expenses.2

“Property Tax $336”

Raw XML Appendix130 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0Bruce Golden
IRS990EZ/BooksInCareOfDetail/PhoneNum05129405480
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04109 Bluffridge Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Austin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078759
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0223458
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0238661
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0749
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0223458
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0238661
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt010335
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010335
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0223458
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0238661
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0223458
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0238661
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Frank Ivy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Denis Cowig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2George Linial
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Bruce Golden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt014454
IRS990EZ/OtherExpensesTotalAmt09586
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education and Fundraising
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education and Fundraising for scholarships and to support other tax exempt organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt09586
IRS990EZ/TotalRevenueAmt010335
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010278
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016138
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06675
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt052669
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.01860
IRS990ScheduleA/PublicSupportTotal170Amt01000
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01000
IRS990ScheduleA/TotalSupportAmt053669
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Student Scholarships $9250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Property Tax $336
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReasonableCauseExplanation/ExplanationTxt0The North Austin Rotary Foundation requests an abatement of penalites and interest due to hardship. The financial officer, John Robert Goldsmith Jr., died in April of 2020. Due to the global pandemic and shelter at home restrictions, the organization officers were unable to meet in a timely basis to replace this officer and transfer financial information.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Golden
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0North Austin Rotary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0205346075
ReturnHeader/Filer/PhoneNum05129405480
ReturnHeader/Filer/USAddress/AddressLine1Txt04109 Bluffridge Dr
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078759
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Darryl Tocker CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05806 Mesa Dr STE 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078731
ReturnHeader/PreparerPersonGrp/PhoneNum05124521044
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darryl Tocker
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-21T08:39:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,661
Liabilities
-
Net assets
$238,661
Revenue
$10,335
Expenses
$9,586
Net income
$749
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