Civic Intelligence

Canyon Lake Rotary Foundation

990EZ • Fiscal year 2019 • EIN 27-0858932

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 15, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

49th percentile

0.2%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$296,829

Up $53,803 (+22%) from 2018

Net Assets

Up

$296,829

Up $53,803 (+22%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin95th percentile

Revenue

Up

$72,366

Up $110 (+0.2%) from 2018

Expenses

Down

$23,602

Down $15,527 (-40%) from 2018

Net Income

Up

$48,764

Up $15,637 (+47%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2019

Assets$296,829
Liabilities-
Net Assets$296,829
Open 2019 Filing

Operations Trend

Revenue Growth49th 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

2019

Revenue$72,366
Expenses$23,602
Net Income$48,764
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$100,370
Mission and Program Overview

Mission

Scholarship local charity support, comal county tx

Scholarship & local charity support in 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.$23,202$23,202
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA ECCLESTONPast Preside-$0--
SCOTT ANDERSONPresident El-$0--
JANE BOWENTreasurer-$0--
MAX EL TAWILElected Trus-$0--
MAUREEN SCHEINElected Trus-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Romantic Rendez$78,522$78,522$2,492$76,030
Pints for Polio$6,700$6,700$1,147$5,553
Total Events$85,222$85,222$28,004$57,218
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
2019-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Rick C Reed & Company Pllc
Address
1672 INDEPENDENCE DR SUITE 101, NEW BRAUNFELS, TX 78132
Preparer
Kenneth C Ward
Phone
8306258068
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 9,900”

Form 990-ez, Part I, Line 10

“Name: various cash contribution: 13,302”

Form 990-ez, Part I, Line 20

“Unrealized gains and losses 5,039”

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/BOYAmt0243026
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0296829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05261
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt048764
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0243026
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0296829
IRS990EZ/FundraisingGrossIncomeAmt085222
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05807
IRS990EZ/GrantsAndSimilarAmountsPaidAmt023202
IRS990EZ/GrossReceiptsAmt0100370
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04080
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0243026
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0296829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0243026
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0296829
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/PersonNm1SCOTT ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JANE BOWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MAX EL TAWIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MAUREEN SCHEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ELECTED TRUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ELECTED TRUS
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt05039
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SCHOLARSHIP & LOCAL CHARITY SUPPORT IN 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/GrantsAndAllocationsAmt023202
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt023202
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt05807
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt028004
IRS990EZ/SpecialEventsNetIncomeLossAmt057218
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023602
IRS990EZ/TotalProgramServiceExpensesAmt023202
IRS990EZ/TotalRevenueAmt072366
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0CANYONLAKEROTARY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt014432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt030110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04079
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03461
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07540
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0172150
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79970
IRS990ScheduleA/PublicSupportPY170Pct00.92090
IRS990ScheduleA/PublicSupportTotal170Amt030110
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05581
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014432
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030110
IRS990ScheduleA/TotalSupportAmt037650
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028004
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt02450
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02450
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ROMANTIC RENDEZ
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PINTS FOR POLIO
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt013735
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt013735
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt078522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt085222
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt078522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085222
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057218
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt05450
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05450
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03639
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02492
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01147
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02730
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 9,900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: VARIOUS CASH CONTRIBUTION: 13,302
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAINS AND LOSSES 5,039
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
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE BOWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08308372205
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
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/AtSubmissionCreationDeviceId0259C4354C93CA4625EEC306BCF1C17E87A9D122E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B3D329AAE0076C85F6499504370A624C6B6039B2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:16:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742708275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICK C REED & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01672 INDEPENDENCE DR SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BRAUNFELS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078132
ReturnHeader/PreparerPersonGrp/PhoneNum08306258068
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH C WARD
ReturnHeader/ReturnTs02019-10-15T12:16:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,829
Liabilities
-
Net assets
$296,829
Revenue
$72,366
Expenses
$23,602
Net income
$48,764
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
2019Detailed filing. Detailed filing data is available for this year.$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