Civic Intelligence

Avalon Foundation

990PF • Fiscal year 2023 • EIN 13-3437931

Feb 01, 2022 to Jan 31, 2023 • Filed on Dec 15, 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-169%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-5.5%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$3,551,587

Down $521,721 (-13%) from 2022

Net Assets

Down

$3,551,587

Down $521,721 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$309,489

Down $18,030 (-5.5%) from 2022

Expenses

Up

$831,210

Up $626,667 (+306%) from 2022

Net Income

Down

-$521,721

Down $644,697 (-524%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$3,551,587
Liabilities$0
Net Assets$3,551,587

Operations Trend

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

2023

Revenue$309,489
Expenses$831,210
Net Income-$521,721
Jump To
Filing Snapshot
Filing Period
Feb 1, 2022 to Jan 31, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D MCCARTHYTrustee-$0--
JONATHAN L COHENTrustee-$0--
DEBORAH BERG MCCARTHYTrustee-$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
2023-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Rossella Loccisano-Lo Franco
Phone
2127733000
Raw XML Appendix379 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/TaxPeriodBeginDt02022-02-01
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ReturnHeader/TaxYr02022

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