Civic Intelligence

Lakeway Community Foundation

990EZ • Fiscal year 2017 • EIN 31-1505487

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 31, 2018

Organization Profilelakeway.org/lcf.html
1102 Lohmans CrossingLakeway, TX 78734

(512) 261-5203

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

9th percentile

-46%

Higher net margin than 9% 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

54th percentile

4.2%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

99th percentile

1262%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$292,386

Up $11,791 (+4.2%) from 2016

Net Assets

Up

$292,386

Up $11,791 (+4.2%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin9th percentile

Revenue

Up

$15,578

Up $14,434 (+1262%) from 2016

Expenses

Up

$22,695

Up $20,895 (+1161%) from 2016

Net Income

Down

-$7,117

Down $6,461 (-985%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2017

Assets$292,386
Liabilities-
Net Assets$292,386
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

2017

Revenue$15,578
Expenses$22,695
Net Income-$7,117
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.2
Gross Receipts
$61,020
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
To fund civic projects.$19,926$19,926
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim HordPresident-$0--
Dave BensonVice President-$0--
Dan PedersenTreasurer-$0--
Lana BrownSecretary-$0--
Jane BenasuttiTrustee-$0--
Steven SmithTrustee-$0--
Ann NeighborsEx-Officio-$0--
Filing and Contact Details

Filer

Filer Name
Lakeway Community Foundation
EIN
31-1505487
Phone
5122615203
Address
1102 Lohmans Crossing, Lakeway, TX 78734

Signing Officer

Name
Rick Zehrer
Title
Treasurer
Signed
2018-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Dunagan Jack LLP
Address
3724 Jefferson Street Suite 307, Austin, TX 78731
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 Road Lakeway TX 78734 | Relationship of Donee: None | Cash Amount Given: $19926”

Other Expenses.1

“Miscellaneous $5”

Raw XML Appendix159 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Hord
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dave Benson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dan Pedersen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lana Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jane Benasutti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steven Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ann Neighbors
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Ex-Officio
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt018908
IRS990EZ/OtherExpensesTotalAmt05
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To help people meet their charitable goals in the Lakeway community.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To fund civic projects.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt019926
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019926
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt049022
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt022695
IRS990EZ/TotalProgramServiceExpensesAmt019926
IRS990EZ/TotalRevenueAmt015578
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0lakeway.org/lcf.html
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: The Foundation maintains a continuous presence for the solicitation of funds from the Lakeway community on www.lakeway.org. The Foundation's Board represents the broad interests of the Lakeway community and its projects benefit the general public.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt02281
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0694
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IRS990ScheduleA/PublicSupportPY170Pct00.11790
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0694
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IRS990ScheduleA/TotalSupportAmt039060
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Grants | Donee's Name: City of Lakeway | Donee's Address: 1102 Lohmans Crossing Road Lakeway TX 78734 | Relationship of Donee: None | Cash Amount Given: $19926
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Miscellaneous $5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Rick Zehrer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeway Community Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0311505487
ReturnHeader/Filer/PhoneNum05122615203
ReturnHeader/Filer/USAddress/AddressLine1Txt01102 Lohmans Crossing
ReturnHeader/Filer/USAddress/CityNm0Lakeway
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078734
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742981758
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078731
ReturnHeader/PreparerPersonGrp/PhoneNum05124208997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Joseph Jack
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-31T12:29:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$292,386
Liabilities
-
Net assets
$292,386
Revenue
$15,578
Expenses
$22,695
Net income
-$7,117
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
Peer Organizations

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