Civic Intelligence

Avalon Foundation

990PF • Fiscal year 2021 • EIN 13-3437931

Feb 01, 2020 to Jan 31, 2021 • Filed on Dec 13, 2021

Organization Profile
2976 Windy Bush RoadNewtown, PA 18940

(212) 773-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

7th percentile

-60%

Higher net margin than 7% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

18th percentile

-2.9%

Faster asset growth than 18% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,950,332

Down $119,082 (-2.9%) from 2020

Net Assets

Down

$3,950,332

Down $119,082 (-2.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin7th percentile

Revenue

Down

$199,839

Down $933,204 (-82%) from 2020

Expenses

Down

$318,921

Down $94,708 (-23%) from 2020

Net Income

Down

-$119,082

Down $838,496 (-117%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $7,250,491Liabilities 2012: $02012Assets 2013: $7,354,388Liabilities 2013: $02013Assets 2014: $7,104,016Liabilities 2014: $02014Assets 2015: $6,658,888Liabilities 2015: $02015Assets 2019: $3,350,000Liabilities 2019: $02019Assets 2020: $4,069,414Liabilities 2020: $0Net Assets 2020: $4,069,4142020Assets 2021: $3,950,332Liabilities 2021: $0Net Assets 2021: $3,950,3322021Assets 2022: $4,073,308Liabilities 2022: $0Net Assets 2022: $4,073,3082022Assets 2023: $3,551,587Liabilities 2023: $0Net Assets 2023: $3,551,5872023Assets 2024: $3,417,138Liabilities 2024: $0Net Assets 2024: $3,417,1382024Assets 2025: $2,886,868Liabilities 2025: $0Net Assets 2025: $2,886,8682025

Highlighted filing

2021

Assets$3,950,332
Liabilities$0
Net Assets$3,950,332
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2012: $944,487Expenses 2012: $1,436,109Net Income 2012: -$491,6222012Revenue 2013: $1,361,821Expenses 2013: $1,257,924Net Income 2013: $103,8972013Revenue 2014: $955,194Expenses 2014: $1,205,566Net Income 2014: -$250,3722014Revenue 2015: $783,636Expenses 2015: $1,228,764Net Income 2015: -$445,1282015Revenue 2019: $543,283Expenses 2019: $1,050,086Net Income 2019: -$506,8032019Revenue 2020: $1,133,043Expenses 2020: $413,629Net Income 2020: $719,4142020Revenue 2021: $199,839Expenses 2021: $318,921Net Income 2021: -$119,0822021Revenue 2022: $327,519Expenses 2022: $204,543Net Income 2022: $122,9762022Revenue 2023: $309,489Expenses 2023: $831,210Net Income 2023: -$521,7212023Revenue 2024: $556,655Expenses 2024: $691,104Net Income 2024: -$134,4492024Revenue 2025: $37,230Expenses 2025: $567,500Net Income 2025: -$530,2702025

Highlighted filing

2021

Revenue$199,839
Expenses$318,921
Net Income-$119,082
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2020 to Jan 31, 2021
Signed
Dec 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D MCCARTHYTrustee/Part-Time-$0--
JONATHAN L COHENTrustee/Part-Time-$0--
DEBORAH BERG MCCARTHYTrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Avalon Foundation
EIN
13-3437931
In Care Of
% EY US LLP
Phone
2127733000
Address
2976 WINDY BUSH ROAD, NEWTOWN, PA 18940

Signing Officer

Name
Michael D Mccarthy
Title
Trustee
Phone
2127733000
Signed
2021-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
John D Cook
Phone
2127733000
Raw XML Appendix362 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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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,950,332
Liabilities
$0
Net assets
$3,950,332
Revenue
$199,839
Expenses
$318,921
Net income
-$119,082
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.04$0.57$0.53
2024Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.56$0.69$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.31$0.83$0.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$0.33$0.20$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.20$0.32$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$1.13$0.41$0.72
2019Summary only. Only limited summary data is available for this year.$3.35$0.00$0.54$1.05$0.51
2015Summary only. Only limited summary data is available for this year.$6.66$0.00$0.78$1.23$0.45
2014Summary only. Only limited summary data is available for this year.$7.10$0.00$0.96$1.21$0.25
2013Summary only. Only limited summary data is available for this year.$7.35$0.00$1.36$1.26$0.10
2012Summary only. Only limited summary data is available for this year.$7.25$0.00$0.94$1.44$0.49