Civic Intelligence

Canyon Lake Rotary Foundation

990EZ • Fiscal year 2017 • EIN 27-0858932

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 11, 2017

Organization ProfileCANYONLAKEROTARY.ORG
PO Box 1523Canyon Lake, TX 78133

(830) 832-3205

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

7.2%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$194,787

Up $13,154 (+7.2%) from 2016

Net Assets

Up

$194,787

Up $13,154 (+7.2%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin84th percentile

Revenue

Down

$43,355

Down $10,699 (-20%) from 2016

Expenses

Down

$30,201

Down $10,406 (-26%) from 2016

Net Income

Down

$13,154

Down $293 (-2.2%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$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

2017

Assets$194,787
Liabilities-
Net Assets$194,787
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

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

2017

Revenue$43,355
Expenses$30,201
Net Income$13,154
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$69,159
Mission and Program Overview

Mission

Scholarship local charity support, comal county tx

Program Services

DescriptionGrantsExpenses
PROVIDE MONETARY SCHOLARSHIPS FOR EDUCATIONAL PURPOSES TO HIGH SCHOOL GRADUATES AND SUPPORT OTHER CHARTIBLE PURPOSES COMMUNITY CONSISTENT WITH ROTARY CLUB-$29,760
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC NEWTONPresident-$0--
DONNA ECCLESTONPresident Elect-$0--
JANE BOWENTreasurer-$0--
MAX EL TAWILSargeant At Arms-$0--
MAUREEN SCHEINSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Romantic Rendezvous$51,674$51,674$2,395$49,279
Pints for Polio$6,395$6,395$510$5,885
Total Events$58,069$58,069$20,987$37,082
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
Jane Bowen
Title
Treasurer
Signed
2017-11-11
Discuss with paid preparer
No

Preparer

Firm
Fernandez & Fernandez CPA LLC
Address
223 W Rhapsody, San Antonio, TX 78216
Preparer
Javier Fernandez
Phone
2104921627
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Amazonsmile 5”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee The Rotary Foundation, Cash Grant 8,935, Relationship”

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

“Supplies 41”

Raw XML Appendix166 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/PersonNm0JANE BOWEN
IRS990EZ/BooksInCareOfDetail/PhoneNum08308372205
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1350
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SPRING BRANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078070
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0181633
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0194787
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01725
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013154
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181633
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0194787
IRS990EZ/FundraisingGrossIncomeAmt060259
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029760
IRS990EZ/GrossReceiptsAmt069159
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04837
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0181633
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0194787
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0181633
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0194787
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC NEWTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA ECCLESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE BOWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAX EL TAWIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAUREEN SCHEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SARGEANT AT ARMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041
IRS990EZ/OtherRevenueTotalAmt05
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP LOCAL CHARITY SUPPORT, COMAL COUNTY TX
IRS990EZ/ProgramServiceRevenueAmt02333
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MONETARY SCHOLARSHIPS FOR EDUCATIONAL PURPOSES TO HIGH SCHOOL GRADUATES AND SUPPORT OTHER CHARTIBLE PURPOSES COMMUNITY CONSISTENT WITH ROTARY CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029760
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt025804
IRS990EZ/SpecialEventsNetIncomeLossAmt034455
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt030201
IRS990EZ/TotalProgramServiceExpensesAmt029760
IRS990EZ/TotalRevenueAmt043355
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CANYONLAKEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt049024
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt049024
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05581
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09512
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt049024
IRS990ScheduleA/TotalSupportAmt049024
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020987
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02209
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02209
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Romantic Rendezvous
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Pints for Polio
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt09801
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09801
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt051674
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058069
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt051674
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06395
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt058069
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037082
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01390
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt01390
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02905
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02395
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0510
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04682
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04682
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Amazonsmile 5
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity , Grantee The Rotary Foundation, Cash Grant 8,935, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 41
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE BOWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E41BAD57469DF69994FD425EE6C577798CBB795C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E41BAD57469DF69994FD425EE6C577798CBB795C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.166.82.84
ReturnHeader/FilingSecurityInformation/IPDt02017-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:24:58
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fernandez & Fernandez CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 W Rhapsody
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Antonio
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078216
ReturnHeader/PreparerPersonGrp/PhoneNum02104921627
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Javier Fernandez
ReturnHeader/ReturnTs02017-11-11T11:40:53-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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.

Open filing
Assets
$194,787
Liabilities
-
Net assets
$194,787
Revenue
$43,355
Expenses
$30,201
Net income
$13,154
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits