Civic Intelligence

Avalon Foundation

990PF • Fiscal year 2025 • EIN 13-3437931

Feb 01, 2024 to Jan 31, 2025 • Filed on Nov 26, 2025

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

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

1st percentile

-1424%

Higher net margin than 1% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

7th percentile

-16%

Faster asset growth than 7% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,886,868

Down $530,270 (-16%) from 2024

Net Assets

Down

$2,886,868

Down $530,270 (-16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin1st percentile

Revenue

Down

$37,230

Down $519,425 (-93%) from 2024

Expenses

Down

$567,500

Down $123,604 (-18%) from 2024

Net Income

Down

-$530,270

Down $395,821 (-294%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2025

Assets$2,886,868
Liabilities$0
Net Assets$2,886,868
Open 2025 Filing

Operations Trend

Revenue Growth1st 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

2025

Revenue$37,230
Expenses$567,500
Net Income-$530,270
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Nov 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay44th percentile

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
2025-11-26
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 Appendix310 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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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL D MCCARTHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EUREKA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Eureka
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0670450247
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0550000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0186942
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0186942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0500024
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0603018
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt068668
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0190760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0190760
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01537518
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0365808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0500024
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0603018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt068668
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0552750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0365808
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01728278
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01362470
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PASSTHROUGH INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01996
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01996
TaxesSchedule/TaxesDetail/Amt012000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL D MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Avalon Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0133437931
ReturnHeader/Filer/InCareOfNm0% EY US LLP
ReturnHeader/Filer/PhoneNum02127733000
ReturnHeader/Filer/USAddress/AddressLine1Txt02976 Windy Bush Road
ReturnHeader/Filer/USAddress/CityNm0Newtown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018940
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rossella Loccisano-Lo Franco
ReturnHeader/ReturnTs02025-11-26T23:16:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,886,868
Liabilities
$0
Net assets
$2,886,868
Revenue
$37,230
Expenses
$567,500
Net income
-$530,270
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