Civic Intelligence

Lakeway Community Foundation

990EZ • Fiscal year 2019 • EIN 31-1505487

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

Organization Profilelakeway.org/lcf.html
1941 Lohmans CrossingLakeway, TX 78734

(512) 261-2818

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

16th percentile

-19%

Higher net margin than 16% 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

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$295,050

Up $28,258 (+11%) from 2018

Net Assets

Up

$295,050

Up $28,258 (+11%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Down

$14,197

Down $10,029 (-41%) from 2018

Expenses

Up

$16,960

Up $4,568 (+37%) from 2018

Net Income

Down

-$2,763

Down $14,597 (-123%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2019

Assets$295,050
Liabilities-
Net Assets$295,050
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$14,197
Expenses$16,960
Net Income-$2,763
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Gross Receipts
$80,134
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
To fund civic projects.$14,075-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane BenasuttiPresident-$0--
Rick ZehrerVice President-$0--
Michael RickTreasurer-$0--
Sharon RogersSecretary-$0--
Todd BuikemaTrustee-$0--
Sue KnolleTrustee-$0--
Dave BensonEx-Officio-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Todd Buikema
Title
Treasurer
Signed
2020-10-30
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: $14075”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lakeway
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078734
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0266792
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jane Benasutti
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rick Zehrer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Rick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sharon Rogers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Todd Buikema
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sue Knolle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dave Benson
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/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt031021
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/GrantsAndAllocationsAmt014075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt066609
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016960
IRS990EZ/TotalProgramServiceExpensesAmt014075
IRS990EZ/TotalRevenueAmt014197
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 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/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt01701
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt02248
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0694
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt018336
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04495
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt056094
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.13780
IRS990ScheduleA/PublicSupportTotal170Amt08618
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
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IRS990ScheduleA/TotalSupportAmt064712
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: $14075
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Todd Buikema
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lakeway Community Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0311505487
ReturnHeader/Filer/PhoneNum05122612818
ReturnHeader/Filer/USAddress/AddressLine1Txt01941 Lohmans Crossing
ReturnHeader/Filer/USAddress/CityNm0Lakeway
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078734
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742981758
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dunagan Jack LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03724 Jefferson Street Suite 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Austin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078731
ReturnHeader/PreparerPersonGrp/PhoneNum05124208997
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Joseph Jack
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-30T16:09:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$295,050
Liabilities
-
Net assets
$295,050
Revenue
$14,197
Expenses
$16,960
Net income
-$2,763
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
2019Detailed filing. Detailed filing data is available for this year.$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