Civic Intelligence

Avalon Rotary Club

990EZ • Fiscal year 2015 • EIN 23-7055488

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 07, 2015

Organization ProfileN/A
PO Box 444Avalon, CA 90704

(310) 510-9001

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

37th percentile

-1.5%

Higher net margin than 37% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

44th percentile

-0.8%

Faster asset growth than 44% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$127,483

Down $966 (-0.8%) from 2014

Net Assets

Down

$127,089

Down $716 (-0.6%) from 2014

Liabilities

Down

$394

Down $250 (-39%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin37th percentile

Revenue

Down

$47,818

Down $10,906 (-19%) from 2014

Expenses

Down

$48,534

Down $6,835 (-12%) from 2014

Net Income

Down

-$716

Down $4,071 (-121%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$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

2015

Assets$127,483
Liabilities$394
Net Assets$127,089
Open 2015 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$47,818
Expenses$48,534
Net Income-$716
Open 2015 Filing
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 Pay85th 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
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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.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,483
Liabilities
$394
Net assets
$127,089
Revenue
$47,818
Expenses
$48,534
Net income
-$716
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)4 • <$500k nonprofits