Civic Intelligence

Lakeway Community Foundation

990EZ • Fiscal year 2022 • EIN 31-1505487

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

Organization Profilelakeway.org/lakeway-community-foundation

Refreshing map…

1941 Lohmans Crossing RdLakeway, 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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

24th percentile

-17%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

16th percentile

-35%

Faster revenue growth than 16% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$278,986

Down $58,440 (-17%) from 2021

Net Assets

Down

$278,986

Down $58,440 (-17%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Down

$14,070

Down $7,718 (-35%) from 2021

Expenses

Down

$11,315

Down $1,299 (-10%) from 2021

Net Income

Down

$2,755

Down $6,419 (-70%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2022

Assets$278,986
Liabilities-
Net Assets$278,986
Open 2022 Filing

Operations Trend

Revenue Growth16th 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

2022

Revenue$14,070
Expenses$11,315
Net Income$2,755
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Gross Receipts
$71,103
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
To fund civic projects.$8,250$8,250
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James NelsonPresident-$0--
Don RudePresident-$0--
Carol GardnerSecretary-$0--
Ernie ClayTreasurer-$0--
Mike LaRoccaTrustee-$0--
David TaylorTrustee-$0--
Sue KnolleEx-Officio-$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
Ernie Clay
Title
Treasurer
Signed
2023-11-10
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 Road Lakeway TX 78734 | Relationship of Donee: None | Cash Amount Given: $8250”

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.

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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078734
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Nelson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Don Rude
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carol Gardner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ernie Clay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mike LaRocca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5David Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sue Knolle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Ex-officio
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-61195
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/GrantsAndAllocationsAmt08250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt064576
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt011315
IRS990EZ/TotalProgramServiceExpensesAmt08250
IRS990EZ/TotalRevenueAmt014070
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/CurrentTaxYearAmt01702
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt01491
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt01491
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt01701
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt02248
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt08633
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09613
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018336
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054317
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.13710
IRS990ScheduleA/PublicSupportPY170Pct00.14800
IRS990ScheduleA/PublicSupportTotal170Amt08633
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01702
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02248
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08633
IRS990ScheduleA/TotalSupportAmt062950
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: $8250
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ernie Clay
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
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/ReturnTs02023-11-10T06:20:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ernie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Clay
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,986
Liabilities
-
Net assets
$278,986
Revenue
$14,070
Expenses
$11,315
Net income
$2,755
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