Civic Intelligence

Avalon Rotary Club

990EZ • Fiscal year 2016 • EIN 23-7055488

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 10, 2017

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

59th percentile

0.00x

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

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

5.4%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

18%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$134,330

Up $6,847 (+5.4%) from 2015

Net Assets

Up

$134,230

Up $7,141 (+5.6%) from 2015

Liabilities

Down

$100

Down $294 (-75%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin70th percentile

Revenue

Up

$56,477

Up $8,659 (+18%) from 2015

Expenses

Up

$49,336

Up $802 (+1.7%) from 2015

Net Income

Up

$7,141

Up $7,857 (+1097%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th 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 2016: $134,330Liabilities 2016: $100Net Assets 2016: $134,2302016Assets 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

2016

Assets$134,330
Liabilities$100
Net Assets$134,230
Open 2016 Filing

Operations Trend

Revenue Growth78th 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 2016: $56,477Expenses 2016: $49,336Net Income 2016: $7,1412016Revenue 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

2016

Revenue$56,477
Expenses$49,336
Net Income$7,141
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 10, 2017
Return Version
2015v3.0
Gross Receipts
$56,477
Mission and Program Overview

Mission

To raise funds in support of the community charities

Program Services

DescriptionGrantsExpenses
SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES$54,845-
SUPPORT THE ROTARY FOUNDATION-$1,260
SUPPORT LOCAL INTERACT CLUB$842-
SUPPORT AVALON SCHOOL SPORTS-$500
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE STEWARTSecretary-$0--
KELLY WHITAKERDirector-$0--
BILL PAIGEPresident & CEOPT$0--
CHRISTY LINSVice President-$0--
PAUL DEMYERPast President-$0--
LINDA SALODirector-$0--
CHUCK LIDDELLDirector-$0--
RITA WHITAKERDirectorPT$0--
LOURDES THORICHTDirectorPT$0--
BRYCE NOLLTreasurer-$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
Bill Paige
Title
President
Signed
2017-02-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $63”

Other Expenses.1005

“Travel $3272”

Other Expenses.1

“MEETING MEALS $26176”

Other Expenses.2

“Social event expense $9110”

Other Expenses.3

“DUES $4996”

Other Expenses.4

“SUPPLIES $1249”

Other Expenses.5

“INTERACT MEETINGS $842”

Other Expenses.6

“EDUCATION $823”

Other Expenses.7

“BANK FEES $341”

Other Expenses.8

“SUBSCRIPTIONS $156”

Other Expenses.9

“LICENSES & PERMITS $63”

Other Expenses.10

“FILING FEE & TAXES $35”

Total Liabilities.1

“PREPAID - Beginning $394 PREPAID - Ending $100”

Raw XML Appendix161 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/BOYAmt0127483
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IRS990EZ/ContributionsGiftsGrantsEtcAmt034475
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07141
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt01760
IRS990EZ/GrossReceiptsAmt056477
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02113
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0127089
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134230
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0127089
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
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/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CONSTANCE STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY WHITAKER
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/PersonNm9BRYCE NOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt047126
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS IN SUPPORT OF THE COMMUNITY CHARITIES
IRS990EZ/ProgramServiceRevenueAmt019889
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT LOCAL INTERACT CLUB
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT AVALON SCHOOL SPORTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SUPPORT THE ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt054845
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1842
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11260
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0394
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049336
IRS990EZ/TotalProgramServiceExpensesAmt055687
IRS990EZ/TotalRevenueAmt056477
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $3272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING MEALS $26176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOCIAL EVENT EXPENSE $9110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES $4996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $1249
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INTERACT MEETINGS $842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EDUCATION $823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUBSCRIPTIONS $156
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LICENSES & PERMITS $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11FILING FEE & TAXES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PREPAID - Beginning $394 PREPAID - Ending $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL PAIGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-10
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 L Lins CPA
ReturnHeader/ReturnTs02017-02-10T17:04:32-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,330
Liabilities
$100
Net assets
$134,230
Revenue
$56,477
Expenses
$49,336
Net income
$7,141
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
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.56$0.49$0.07
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