Civic Intelligence

Lakeway Community Foundation

EIN 31-1505487 • 501(c)3 • Lakeway, TX

Profile

To help people meet their charitable goals in the Lakeway community.

Refreshing map…

1941 Lohmans Crossing RdLakeway, TX 78734

lakeway.org/lakeway-community-foundation

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

65th percentile

7.6%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

47%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$322,965

Up $43,979 (+16%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$322,965

Up $43,979 (+16%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin92nd percentile

Revenue

Up

$30,213

Up $16,143 (+115%) from 2022

Expenses

Up

$13,088

Up $1,773 (+16%) from 2022

Net Income

Up

$17,125

Up $14,370 (+522%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$400K$300K$200K$100K$0Assets 2016: $280,595Liabilities 2016: $0Net Assets 2016: $280,5952016Assets 2017: $292,386Net Assets 2017: $292,3862017Assets 2018: $266,792Net Assets 2018: $266,7922018Assets 2019: $295,050Net Assets 2019: $295,0502019Assets 2020: $316,654Net Assets 2020: $316,6542020Assets 2021: $337,426Net Assets 2021: $337,4262021Assets 2022: $278,986Net Assets 2022: $278,9862022Assets 2024: $322,965Net Assets 2024: $322,9652024

Highlighted filing

2024

Assets$322,965
Liabilities-
Net Assets$322,965
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$40K$30K$20K$10K$0-$10KRevenue 2016: $1,144Expenses 2016: $1,800Net Income 2016: -$6562016Revenue 2017: $15,578Expenses 2017: $22,695Net Income 2017: -$7,1172017Revenue 2018: $24,226Expenses 2018: $12,392Net Income 2018: $11,8342018Revenue 2019: $14,197Expenses 2019: $16,960Net Income 2019: -$2,7632019Revenue 2020: $12,380Expenses 2020: $14,301Net Income 2020: -$1,9212020Revenue 2021: $21,788Expenses 2021: $12,614Net Income 2021: $9,1742021Revenue 2022: $14,070Expenses 2022: $11,315Net Income 2022: $2,7552022Revenue 2024: $30,213Expenses 2024: $13,088Net Income 2024: $17,1252024

Highlighted filing

2024

Revenue$30,213
Expenses$13,088
Net Income$17,125
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$322,965
Liabilities
-
Net assets
$322,965
Revenue
$30,213
Expenses
$13,088
Net income
$17,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.23$3.23$0.30$0.13$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.79$2.79$0.14$0.11$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$3.37$0.22$0.13$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$3.17$0.12$0.14$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$2.95$0.14$0.17$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.67$2.67$0.24$0.12$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.92$2.92$0.16$0.23$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$0.01$0.02$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$176,689
Mission and Program Overview

Mission

To help people meet their charitable goals in the Lakeway community.

Program Services

DescriptionGrantsExpenses
Hamilton Greenbelt maintenance.$9,986$9,986
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ron BaltruzakPresident-$0--
Ernie ClayVice President-$0--
Kimberly MulloySecretary-$0--
Joe BainTreasurer-$0--
Mike LaRoccaTrustee-$0--
Mike HalprinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lakeway Community Foundation
EIN
31-1505487
Phone
5122612818
Address
1941 Lohmans Crossing Rd, Lakeway, TX 78734

Signing Officer

Name
Joe Bain
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Dunagan Jack LLP
Address
4833 Spicewood Springs Rd Ste 102, Austin, TX 78759
Preparer
Gary Joseph Jack
Phone
5124208997
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Grants | Donee's Name: City of Lakeway | Donee's Address: 1102 Lohmans Crossing Rd Lakeway TX 78734 | Relationship of Donee: None | Cash Amount Given: $9986”

Raw XML Appendix151 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/PersonNm0Carrie Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum05122612818
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01941 Lohmans Crossing Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lakeway
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078734
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0311398
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0322965
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0146476
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017125
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03102
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0311398
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0322965
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt020382
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09986
IRS990EZ/GrossReceiptsAmt0176689
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09831
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0311398
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0322965
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0311398
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0322965
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ron Baltruzak
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ernie Clay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Kimberly Mulloy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joe Bain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mike LaRocca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mike Halprin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5558
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help people meet their charitable goals in the Lakeway community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Hamilton Greenbelt maintenance.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09986
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09986
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0166858
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013088
IRS990EZ/TotalProgramServiceExpensesAmt09986
IRS990EZ/TotalRevenueAmt030213
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0lakeway.org/lakeway-community-foundation/
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: The Foundation maintains a continuous presence for the solicitation of funds fromthe Lakeway community on www.lakeway.org. The Foundation's Board represents thebroad interests of the Lakeway community and its projects benefit the generalpublic.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt01392
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt01408
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt01702
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt01491
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt01491
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt07484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08636
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt09613
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040923
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.15460
IRS990ScheduleA/PublicSupportPY170Pct00.14870
IRS990ScheduleA/PublicSupportTotal170Amt07484
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01392
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01702
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01491
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07484
IRS990ScheduleA/TotalSupportAmt048407
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Grants | Donee's Name: City of Lakeway | Donee's Address: 1102 Lohmans Crossing Rd Lakeway TX 78734 | Relationship of Donee: None | Cash Amount Given: $9986
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joe Bain
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeway Community Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0311505487
ReturnHeader/Filer/PhoneNum05122612818
ReturnHeader/Filer/USAddress/AddressLine1Txt01941 Lohmans Crossing Rd
ReturnHeader/Filer/USAddress/CityNm0Lakeway
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078734
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742981758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dunagan Jack LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04833 Spicewood Springs Rd Ste 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078759
ReturnHeader/PreparerPersonGrp/PhoneNum05124208997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Joseph Jack
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T06:06:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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