Civic Intelligence

Canyon Lake Rotary Foundation

990EZ • Fiscal year 2018 • EIN 27-0858932

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

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

(830) 837-2205

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

67%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$243,026

Up $48,239 (+25%) from 2017

Net Assets

Up

$243,026

Up $48,239 (+25%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$72,256

Up $28,901 (+67%) from 2017

Expenses

Up

$39,129

Up $8,928 (+30%) from 2017

Net Income

Up

$33,127

Up $19,973 (+152%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$243,026
Liabilities-
Net Assets$243,026
Open 2018 Filing

Operations Trend

Revenue Growth89th 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

2018

Revenue$72,256
Expenses$39,129
Net Income$33,127
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$96,165
Mission and Program Overview

Mission

Scholarship local charity support, comal county tx

Scholarship & local charity support, comal county

Program Services

DescriptionGrantsExpenses
PROVIDE MONETARY SCHOLARSHIPS FOR EDUCATIONAL PURPOSES TO HIGH SCHOOL GRADUATES AND SUPPORT OTHER CHARITABLE PURPOSES & COMMUNITY CONSISTENT WITH ROTARY CLUB.$38,673$38,673
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA ECCLESTONPresident-$0--
ERIC NEWTONPast Preside-$0--
JANE BOWENTreasurer-$0--
MAX EL TAWILBoard Member-$0--
MAUREEN SCHEINBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Romantic Rendez$80,596$80,596$1,853$78,743
Pints for Polio$6,331$6,331$628$5,703
Total Events$86,927$86,927$23,909$63,018
Filing and Contact Details

Filer

Filer Name
Canyon Lake Rotary Foundation
EIN
27-0858932
Phone
8308372205
Address
PO BOX 1523, CANYON LAKE, TX 78133

Signing Officer

Name
Jane Bowen
Title
Treasurer
Phone
8308372205
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rick C Reed & Company Pllc
Address
352 LANDA STREET, NEW BRAUNFELS, TX 78130
Preparer
Kenneth C Ward
Phone
8306258068
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 20,900”

Form 990-ez, Part I, Line 10

“Name: crrc of canyon lake address: 1917 fm 2673 canyon lake, tx 78133 cash contribution: 5,995 name: the rotary foundation rotary int'l address: 1560 sherman ave evanston, il 60201-3698 cash contribution: 8,703”

Form 990-ez, Part I, Line 16

“Expenses operating expense 56 total 56”

Form 990-ez, Part I, Line 20

“Prior period adjustment 11,583 unrealized gains and losses 3,529”

Raw XML Appendix168 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/BOYAmt0194787
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0243026
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0778
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt033127
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0194787
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0243026
IRS990EZ/FundraisingGrossIncomeAmt086927
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04999
IRS990EZ/GrantsAndSimilarAmountsPaidAmt038673
IRS990EZ/GrossReceiptsAmt096165
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03461
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0194787
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0243026
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0194787
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0243026
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DONNA ECCLESTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC NEWTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE BOWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAX EL TAWIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAUREEN SCHEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt015112
IRS990EZ/OtherExpensesTotalAmt056
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP & LOCAL CHARITY SUPPORT, COMAL COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE MONETARY SCHOLARSHIPS FOR EDUCATIONAL PURPOSES TO HIGH SCHOOL GRADUATES AND SUPPORT OTHER CHARITABLE PURPOSES & COMMUNITY CONSISTENT WITH ROTARY CLUB.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038673
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038673
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt04999
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt023909
IRS990EZ/SpecialEventsNetIncomeLossAmt063018
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039129
IRS990EZ/TotalProgramServiceExpensesAmt038673
IRS990EZ/TotalRevenueAmt072256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CANYONLAKEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt040290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03461
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03461
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt086927
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92090
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt040290
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05581
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014432
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015441
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt040290
IRS990ScheduleA/TotalSupportAmt043751
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt023909
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROMANTIC RENDEZ
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PINTS FOR POLIO
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013264
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013264
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt080596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt086927
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt080596
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06331
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt086927
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt063018
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt04490
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04490
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02481
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01853
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0628
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01174
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 20,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: CRRC OF CANYON LAKE ADDRESS: 1917 FM 2673 CANYON LAKE, TX 78133 CASH CONTRIBUTION: 5,995 NAME: THE ROTARY FOUNDATION ROTARY INT'L ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201-3698 CASH CONTRIBUTION: 8,703
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES OPERATING EXPENSE 56 TOTAL 56
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIOR PERIOD ADJUSTMENT 11,583 UNREALIZED GAINS AND LOSSES 3,529
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 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE BOWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08308372205
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CANYON LAKE ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CANY
ReturnHeader/Filer/EIN0270858932
ReturnHeader/Filer/PhoneNum08308372205
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1523
ReturnHeader/Filer/USAddress/CityNm0CANYON LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078133
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0690E7E5F94CED775CEB2F678E58E963829516CF3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FE29016A9B80A139512D97BC8633F5D1D448E492
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt034.219.74.142
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:25:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742708275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICK C REED & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0352 LANDA STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BRAUNFELS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078130
ReturnHeader/PreparerPersonGrp/PhoneNum08306258068
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH C WARD
ReturnHeader/ReturnTs02018-11-12T14:25:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,026
Liabilities
-
Net assets
$243,026
Revenue
$72,256
Expenses
$39,129
Net income
$33,127
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
2018Detailed filing. Detailed filing data is available for this year.$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