Civic Intelligence

Lakeway Community Foundation

990EZ • Fiscal year 2020 • EIN 31-1505487

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

Organization Profilelakeway.org/lakeway-community-foundation
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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

24th percentile

-16%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

55th percentile

7.3%

Faster asset growth than 55% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

51st percentile

-13%

Faster revenue growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$316,654

Up $21,604 (+7.3%) from 2019

Net Assets

Up

$316,654

Up $21,604 (+7.3%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin24th percentile

Revenue

Down

$12,380

Down $1,817 (-13%) from 2019

Expenses

Down

$14,301

Down $2,659 (-16%) from 2019

Net Income

Up

-$1,921

Up $842 (+30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$316,654
Liabilities-
Net Assets$316,654
Open 2020 Filing

Operations Trend

Revenue Growth51st 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

2020

Revenue$12,380
Expenses$14,301
Net Income-$1,921
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.0
Gross Receipts
$149,082
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
To fund civic projects.$11,377$11,377
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick ZehrerPresident-$0--
Sharon RogersVice President-$0--
Todd BuikemaTreasurer-$0--
Sue KnolleSecretary-$0--
Jim NelsonTrustee-$0--
Keith TreckerTrustee-$0--
Jane BenasuttiEx-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
Jim Nelson
Title
Treasurer
Signed
2021-10-12
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: $11377”

Raw XML Appendix161 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/ZIPCd078734
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Rick Zehrer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Sharon Rogers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Todd Buikema
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sue Knolle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jim Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Keith Trecker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jane Benasutti
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/OtherChangesInNetAssetsAmt023525
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/GrantsAndAllocationsAmt011377
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011377
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0139469
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014301
IRS990EZ/TotalProgramServiceExpensesAmt011377
IRS990EZ/TotalRevenueAmt012380
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/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt01491
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt01701
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt02248
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0694
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt09613
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt018336
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08740
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt061212
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.13320
IRS990ScheduleA/PublicSupportTotal170Amt09415
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalSupportAmt070627
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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: $11377
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ReturnHeader/BusinessOfficerGrp/PersonNm0Jim Nelson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-12
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/ReturnTs02021-10-12T14:51:57-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jim
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nelson
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$316,654
Liabilities
-
Net assets
$316,654
Revenue
$12,380
Expenses
$14,301
Net income
-$1,921
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
2020Detailed filing. Detailed filing data is available for this year.$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