Civic Intelligence

Avalon Rotary Club

990EZ • Fiscal year 2017 • EIN 23-7055488

Jul 01, 2016 to Jun 30, 2017 • Filed on May 01, 2019

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

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

90th percentile

37%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

88th percentile

37%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

87%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$184,538

Up $57,055 (+45%) from 2015

Net Assets

Up

$173,099

Up $46,010 (+36%) from 2015

Liabilities

Up

$11,439

Up $11,045 (+2803%) from 2015

Revenue

Up

$105,675

Up $57,857 (+121%) from 2015

Expenses

Up

$66,806

Up $18,272 (+38%) from 2015

Net Income

Up

$38,869

Up $39,585 (+5529%) from 2015

Historical Trend

Balance Sheet Trend

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

2017

Assets$184,538
Liabilities$11,439
Net Assets$173,099

Operations Trend

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

2017

Revenue$105,675
Expenses$66,806
Net Income$38,869
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 1, 2019
Return Version
2016v3.0
Gross Receipts
$106,141
Mission and Program Overview

Mission

To raise funds in support of the community charities

Program Services

DescriptionGrantsExpenses
SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES$40,681-
WATER AND SANITATION INITIATIVE IN SAN MARTIN GUATEMALA$11,099-
SUPPORT LOCAL INTERACT CLUB$1,015-
SUPPORT THE ROTARY FOUNDATION$150-
SUPPORT AVALON SCHOOL SPORTS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE STEWARTSecretary-$0--
KELLY WHITAKERDirector-$0--
BILL PAIGEDirector-$0--
CHRISTY LINSPresidentPT$0--
PAUL DEMYERDirector-$0--
LINDA SALODirector-$0--
NICOLE HOHENSTEINDirector-$0--
RITA WHITAKERDirector-$0--
LOURDES THORICHTDirector-$0--
BRYCE NOLLVice PresidentPT$0--
CINDE CASSIDYTreasurer-$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
Cinde Cassidy
Title
Treasurer
Signed
2019-05-01
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.1005

Travel $3217

Other Expenses.1007

Conferences, Conventions, and Meetings $610

Other Expenses.1012

Insurance $310

Other Expenses.1

MEETING MEALS $27840

Other Expenses.2

SAN MARTIN THRIVE $11099

Other Expenses.3

Social event expense $11034

Other Expenses.4

DUES $6001

Other Expenses.5

WEEKLY RAFFLE $1807

Other Expenses.6

SUPPLIES $1543

Other Expenses.7

INTERACT MEETINGS $1015

Other Expenses.8

BANK FEES $841

Other Expenses.9

ARCFOUNDATION PY $450

Other Expenses.10

SUBSCRIPTIONS $421

Other Expenses.12

LICENSES & PERMITS $38

Other Expenses.13

FILING FEE & TAXES $35

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $619

Total Liabilities.1

PREPAID - Beginning $100 PREPAID - Ending $64

Total Liabilities.2

DUE TO FOUNDATION - Beginning $0 DUE TO FOUNDATION - Ending $11375

Raw XML Appendix178 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/PersonNm0CINDE CASSIDY
IRS990EZ/BooksInCareOfDetail/PhoneNum03105109561
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0119 SUMNER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AVALON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134330
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0183919
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055454
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt038869
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0134330
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0184538
IRS990EZ/FundraisingGrossIncomeAmt01536
IRS990EZ/GrossReceiptsAmt0106141
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01964
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134230
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0173099
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134230
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0173099
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt103.00
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/CompensationAmt100
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/PersonNm6NICOLE HOHENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RITA WHITAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LOURDES THORICHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRYCE NOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CINDE CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0619
IRS990EZ/OtherExpensesTotalAmt066261
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS IN SUPPORT OF THE COMMUNITY CHARITIES
IRS990EZ/PrintingPublicationsPostageAmt095
IRS990EZ/ProgramServiceRevenueAmt047187
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/DescriptionProgramSrvcAccomTxt4WATER AND SANITATION INITIATIVE IN SAN MARTIN GUATEMALA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040681
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11015
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2150
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt311099
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0466
IRS990EZ/SpecialEventsNetIncomeLossAmt01070
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0100
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011439
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066806
IRS990EZ/TotalProgramServiceExpensesAmt052945
IRS990EZ/TotalRevenueAmt0105675
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $3217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING MEALS $27840
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAN MARTIN THRIVE $11099
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOCIAL EVENT EXPENSE $11034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES $6001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEEKLY RAFFLE $1807
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES $1543
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INTERACT MEETINGS $1015
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $841
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ARCFOUNDATION PY $450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUBSCRIPTIONS $421
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LICENSES & PERMITS $38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FILING FEE & TAXES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Prepaid Expenses and Deferred Charges - Beginning $0 Prepaid Expenses and Deferred Charges - Ending $619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PREPAID - Beginning $100 PREPAID - Ending $64
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DUE TO FOUNDATION - Beginning $0 DUE TO FOUNDATION - Ending $11375
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.2
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDE CASSIDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
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/ReturnTs02019-05-01T13:27:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings