Civic Intelligence

Avalon Rotary Club

EIN 23-7055488 • 501(c)4 • Avalon, CA

Profile

To raise funds in support of the community charities

PO Box 444Avalon, CA 90704
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

6.8%

Higher net margin than 60% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

3.1%

Faster asset growth than 61% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-4.8%

Faster revenue growth than 45% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$48,107

Up $6,183 (+15%) from 2021

Liabilities

Up

$286

Up $161 (+129%) from 2021

Net Assets

Up

$47,821

Up $6,022 (+14%) from 2021

Operations
Liabilities / Revenue74th percentileNet Margin60th percentile

Revenue

Down

$24,292

Down $37,311 (-61%) from 2021

Expenses

Down

$18,270

Down $105,803 (-85%) from 2021

Net Income

Up

$6,022

Up $68,492 (+110%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2013: $124,450Net Assets 2013: $124,4502013Assets 2014: $128,449Liabilities 2014: $644Net Assets 2014: $127,8052014Assets 2015: $127,483Liabilities 2015: $394Net Assets 2015: $127,0892015Assets 2017: $184,538Liabilities 2017: $11,439Net Assets 2017: $173,0992017Assets 2018: $144,689Liabilities 2018: $11,425Net Assets 2018: $133,2642018Assets 2019: $140,816Liabilities 2019: $22,425Net Assets 2019: $118,3912019Assets 2020: $139,701Liabilities 2020: $35,432Net Assets 2020: $104,2692020Assets 2021: $41,924Liabilities 2021: $125Net Assets 2021: $41,7992021Assets 2022: $48,107Liabilities 2022: $286Net Assets 2022: $47,8212022

Highlighted filing

2022

Assets$48,107
Liabilities$286
Net Assets$47,821
Open 2022 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $53,544Expenses 2013: $73,530Net Income 2013: -$19,9862013Revenue 2014: $58,724Expenses 2014: $55,369Net Income 2014: $3,3552014Revenue 2015: $47,818Expenses 2015: $48,534Net Income 2015: -$7162015Revenue 2017: $105,675Expenses 2017: $66,806Net Income 2017: $38,8692017Revenue 2018: $65,278Expenses 2018: $105,113Net Income 2018: -$39,8352018Revenue 2019: $77,815Expenses 2019: $92,688Net Income 2019: -$14,8732019Revenue 2020: $280,601Expenses 2020: $294,723Net Income 2020: -$14,1222020Revenue 2021: $61,603Expenses 2021: $124,073Net Income 2021: -$62,4702021Revenue 2022: $24,292Expenses 2022: $18,270Net Income 2022: $6,0222022

Highlighted filing

2022

Revenue$24,292
Expenses$18,270
Net Income$6,022
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$48,107
Liabilities
$286
Net assets
$47,821
Revenue
$24,292
Expenses
$18,270
Net income
$6,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.24$0.18$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.42$0.62$1.24$0.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.35$1.04$2.81$2.95$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.22$1.18$0.78$0.93$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.11$1.33$0.65$1.05$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.11$1.73$1.06$0.67$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.48$0.49$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.28$0.59$0.55$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$1.24$0.54$0.74$0.20
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 7, 2015
Return Version
2014v5.0
Gross Receipts
$49,235
Mission and Program Overview

Mission

To raise funds in support of the community charities

Program Services

DescriptionGrantsExpenses
SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES$39,590-
SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS-$6,250
SUPPORT LOCAL INTERACT CLUB$1,633-
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM OCONNORSecretary-$0--
JOHN FRIELDirectorPT$0--
BILL PAIGEDirector-$0--
CHRISTY LINSTreasurer-$0--
PAUL DEMYERPresident & CEOPT$0--
LINDA SALODirector-$0--
CHUCK LIDDELLDirector-$0--
RITA WHITAKERDirectorPT$0--
LOURDES THORICHTDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Avalon Rotary Club
EIN
23-7055488
Phone
3105109001
Address
PO BOX 444, AVALON, CA 90704

Signing Officer

Name
Paul Demyer
Title
President & CEO
Signed
2015-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Christy L Lins CPA
Address
PO BOX 664, AVALON, CA 90704
Preparer
Christy Lins
Phone
3105109001
Supplemental Narrative

Additional Explanations

Other Expenses.1005

“Travel $3590”

Other Expenses.1

“MEETING MEALS $25677”

Other Expenses.2

“DUES $5188”

Other Expenses.3

“SUPPLIES $4698”

Other Expenses.4

“Social event expense $1237”

Other Expenses.5

“EDUCATION $760”

Other Expenses.6

“BANK FEES $437”

Other Expenses.8

“LICENSES & PERMITS $88”

Other Expenses.9

“SUBSCRIPTIONS $51”

Other Expenses.10

“FILING FEE & TAXES $35”

Total Liabilities.1

“PREPAID - Beginning $644 PREPAID - Ending $394”

Raw XML Appendix154 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CHRISTY LINS
IRS990EZ/BooksInCareOfDetail/PhoneNum03105109001
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0121 CLARISSA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AVALON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128449
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127483
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt014405
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-716
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128449
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0127483
IRS990EZ/FundraisingGrossIncomeAmt02361
IRS990EZ/GamingGrossIncomeAmt025
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06250
IRS990EZ/GrossReceiptsAmt049235
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02546
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127805
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0127089
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127805
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0127089
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JIM OCONNOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN FRIEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BILL PAIGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTY LINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL DEMYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA SALO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHUCK LIDDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RITA WHITAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LOURDES THORICHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt041761
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS IN SUPPORT OF THE COMMUNITY CHARITIES
IRS990EZ/PrintingPublicationsPostageAmt0123
IRS990EZ/ProgramServiceRevenueAmt029898
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS FOR LOCAL HIGH SCHOOL STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT LOCAL INTERACT CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039590
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11633
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06250
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01417
IRS990EZ/SpecialEventsNetIncomeLossAmt0969
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0644
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0394
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048534
IRS990EZ/TotalProgramServiceExpensesAmt041223
IRS990EZ/TotalRevenueAmt047818
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $3590
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEETING MEALS $25677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES $5188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $4698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SOCIAL EVENT EXPENSE $1237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EDUCATION $760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK FEES $437
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES & PERMITS $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUBSCRIPTIONS $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FILING FEE & TAXES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PREPAID - Beginning $644 PREPAID - Ending $394
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL DEMYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVALON ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0237055488
ReturnHeader/Filer/PhoneNum03105109001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 444
ReturnHeader/Filer/USAddress/CityNm0AVALON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTY L LINS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 664
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AVALON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090704
ReturnHeader/PreparerPersonGrp/PhoneNum03105109001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christy Lins
ReturnHeader/ReturnTs02015-10-07T15:38:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits