Civic Intelligence

Canyon Lake Rotary Foundation

EIN 27-0858932 • 501(c)3 • Canyon Lake, TX

Profile

To provide educational scholarships to local high school graduates & support local charities in new braunfels and comal county

PO Box 1523Canyon Lake, TX 78133

canyonlakerotary.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2023

Asset Growth

68th percentile

10.0%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

57th percentile

3.8%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$469,383

Up $31,815 (+7.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$469,383

Up $39,815 (+9.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Up

$95,705

Up $16,513 (+21%) from 2024

Expenses

Up

$83,650

Up $16,791 (+25%) from 2024

Net Income

Down

$12,055

Down $278 (-2.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0Assets 2011: $44,608Liabilities 2011: $40,389Net Assets 2011: $4,2192011Assets 2016: $181,633Net Assets 2016: $181,6332016Assets 2017: $194,787Net Assets 2017: $194,7872017Assets 2018: $243,026Net Assets 2018: $243,0262018Assets 2019: $296,829Net Assets 2019: $296,8292019Assets 2020: $303,777Net Assets 2020: $303,7772020Assets 2021: $356,534Net Assets 2021: $356,5342021Assets 2022: $341,308Net Assets 2022: $341,3082022Assets 2023: $388,145Liabilities 2023: $13,726Net Assets 2023: $374,4192023Assets 2024: $437,568Liabilities 2024: $8,000Net Assets 2024: $429,5682024Assets 2025: $469,383Net Assets 2025: $469,3832025

Highlighted filing

2025

Assets$469,383
Liabilities-
Net Assets$469,383
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

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

$100K$50K$0-$50KRevenue 2011: $2,300Expenses 2011: $9,111Net Income 2011: -$6,8112011Revenue 2016: $54,054Expenses 2016: $40,607Net Income 2016: $13,4472016Revenue 2017: $43,355Expenses 2017: $30,201Net Income 2017: $13,1542017Revenue 2018: $72,256Expenses 2018: $39,129Net Income 2018: $33,1272018Revenue 2019: $72,366Expenses 2019: $23,602Net Income 2019: $48,7642019Revenue 2020: $62,812Expenses 2020: $50,703Net Income 2020: $12,1092020Revenue 2021: $33,787Expenses 2021: $41,490Net Income 2021: -$7,7032021Revenue 2022: $89,435Expenses 2022: $49,766Net Income 2022: $39,6692022Revenue 2023: $88,786Expenses 2023: $55,675Net Income 2023: $33,1112023Revenue 2024: $79,192Expenses 2024: $66,859Net Income 2024: $12,3332024Revenue 2025: $95,705Expenses 2025: $83,650Net Income 2025: $12,0552025

Highlighted filing

2025

Revenue$95,705
Expenses$83,650
Net Income$12,055
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$469,383
Liabilities
-
Net assets
$469,383
Revenue
$95,705
Expenses
$83,650
Net income
$12,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.69$4.69$0.96$0.84$0.12
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.08$4.30$0.79$0.67$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.88$0.14$3.74$0.89$0.56$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$3.41$0.89$0.50$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$3.57$0.34$0.41$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$3.04$0.63$0.51$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$2.97$0.72$0.24$0.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$2.43$0.72$0.39$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$1.95$0.43$0.30$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$1.82$0.54$0.41$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.40$0.04$0.02$0.09$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.0
Gross Receipts
$121,335
Mission and Program Overview

Mission

Scholarship local charity support, comal county tx

To provide educational scholarships to local high school graduates & support local charities in new braunfels and comal county

Program Services

DescriptionGrantsExpenses
TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO NEW BRAUNFELS AND COMAL COUNTY HIGH SCHOOL GRADUATES.$42,500$42,500
TO SUPPORT LOCAL CHARITIES IN NEW BRAUNFELS AND COMAL COUNTY$28,500$28,500
TO SUPPORT ROTARY INTERNATIONAL WITH THEIR POLIO PLUS PROGRAM AND THE W.O.R.D. PROGRAM OF COMAL COUNTY$11,963$11,963
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES COXPresident-$0--
TIM FREDRICKSONPast Preside-$0--
STUART MAGLOFFSecretary-$0--
ALAN STAHLMANTreasurer-$0--
JON KLEMENTPresident El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Romantic Rendez$90,401$19,095$25,166$-6,071
Pints for Polio$5,119$581$464$117
Total Events$95,520$19,676$25,630$-5,954
Filing and Contact Details

Filer

Filer Name
Canyon Lake Rotary Foundation
EIN
27-0858932
Phone
8308323205
Address
PO BOX 1523, CANYON LAKE, TX 78133

Signing Officer

Name
Alan Stahlman
Title
Treasurer
Phone
8308323205
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
HOLTMAN & COMPANY LLC CPA'S
Address
876 LOOP 337 STE 501, NEW BRAUNFELS, TX 78130
Preparer
Ha Holtman Jr CPA
Phone
8306251182
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 42,500”

Form 990-ez, Part I, Line 10

“Name: w.o.r.d. Of comal county cash contribution: 5,011 name: rotary intl for polio plus cash contribution: 6,952”

Form 990-ez, Part I, Line 20

“Adj portfolio to fmv 27,760”

Form 990-ez, Part II, Line 26

“Loans from officers 8,000 0”

Form 990-ez, Part III

“To provide educational scholarships to local high school graduates & support local charities in new braunfels and comal county”

Raw XML Appendix165 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/BooksInCareOfDetail/PersonNm0ALAN STAHLMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08308323205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1523
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CANYON LAKE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078133
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0437568
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0469383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt078344
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012055
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0687
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0437568
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0469383
IRS990EZ/FundraisingGrossIncomeAmt019676
IRS990EZ/GainOrLossFromSaleOfAssetsAmt014167
IRS990EZ/GrantsAndSimilarAmountsPaidAmt082963
IRS990EZ/GrossReceiptsAmt0121335
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09148
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0429568
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0469383
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0429568
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0469383
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES COX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM FREDRICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STUART MAGLOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALAN STAHLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JON KLEMENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt027760
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL GRADUATES & SUPPORT LOCAL CHARITIES IN NEW BRAUNFELS AND COMAL COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO SUPPORT LOCAL CHARITIES IN NEW BRAUNFELS AND COMAL COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO NEW BRAUNFELS AND COMAL COUNTY HIGH SCHOOL GRADUATES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO SUPPORT ROTARY INTERNATIONAL WITH THEIR POLIO PLUS PROGRAM AND THE W.O.R.D. PROGRAM OF COMAL COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt028500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt142500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt211963
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt028500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt142500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt211963
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt014167
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025630
IRS990EZ/SpecialEventsNetIncomeLossAmt0-5954
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt083650
IRS990EZ/TotalProgramServiceExpensesAmt082963
IRS990EZ/TotalRevenueAmt095705
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CANYONLAKEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt078344
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070786
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01214
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150344
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09148
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09607
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06193
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt024948
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt032126
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85770
IRS990ScheduleA/PublicSupportPY170Pct00.78680
IRS990ScheduleA/PublicSupportTotal170Amt0150344
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt078344
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt070786
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01214
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0150344
IRS990ScheduleA/TotalSupportAmt0175292
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt075844
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04538
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt071306
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025630
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PINTS FOR POLIO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ROMANTIC RENDEZ
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05119
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt090401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt095520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt019095
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt019676
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5954
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt025630
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0464
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt025166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 42,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: W.O.R.D. OF COMAL COUNTY CASH CONTRIBUTION: 5,011 NAME: ROTARY INTL FOR POLIO PLUS CASH CONTRIBUTION: 6,952
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADJ PORTFOLIO TO FMV 27,760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOANS FROM OFFICERS 8,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO LOCAL HIGH SCHOOL GRADUATES & SUPPORT LOCAL CHARITIES IN NEW BRAUNFELS AND COMAL COUNTY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN STAHLMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08308323205
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CANYON LAKE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CANY
ReturnHeader/Filer/EIN0270858932
ReturnHeader/Filer/PhoneNum08308323205
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1523
ReturnHeader/Filer/USAddress/CityNm0CANYON LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742386589
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLTMAN & COMPANY LLC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0876 LOOP 337 STE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BRAUNFELS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078130
ReturnHeader/PreparerPersonGrp/PhoneNum08306251182
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HA HOLTMAN JR CPA
ReturnHeader/ReturnTs02025-11-05T00:10:00-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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