Civic Intelligence

Avalon Rotary Club

990EZ • Fiscal year 2018 • EIN 23-7055488

Jul 01, 2017 to Jun 30, 2018 • Filed on May 06, 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

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.18x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Net Margin

6th percentile

-61%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)4 • <$500k nonprofits • Source year 2018

Asset Growth

15th percentile

-22%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-38%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)4 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$144,689

Down $39,849 (-22%) from 2017

Net Assets

Down

$133,264

Down $39,835 (-23%) from 2017

Liabilities

Down

$11,425

Down $14 (-0.1%) from 2017

Revenue

Down

$65,278

Down $40,397 (-38%) from 2017

Expenses

Up

$105,113

Up $38,307 (+57%) from 2017

Net Income

Down

-$39,835

Down $78,704 (-202%) from 2017

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

2018

Assets$144,689
Liabilities$11,425
Net Assets$133,264

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

2018

Revenue$65,278
Expenses$105,113
Net Income-$39,835
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 6, 2019
Return Version
2017v2.2
Gross Receipts
$65,743
Mission and Program Overview

Mission

To raise funds in support of the community charities

Program Services

DescriptionGrantsExpenses
WATER AND SANITATION INITIATIVE IN SAN MARTIN GUATEMALA-$53,023
SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES$49,097-
SUPPORT LOCAL INTERACT CLUB$987-
SUPPORT AVALON SCHOOL SPORTS--
SUPPORT THE ROTARY FOUNDATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE STEWARTVice President-$0--
KELLY WHITAKERDirector-$0--
JIM LUTTJOHANNDirector-$0--
CHRISTY LINSDirectorPT$0--
PAUL DEMYERDirector-$0--
LINDA SALODirector-$0--
NICOLE HOHENSTEINSecretary-$0--
RITA WHITAKERDirector-$0--
LOURDES THORICHTDirector-$0--
BRYCE NOLLPresidentPT$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
2019-05-06
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 $1680

Other Expenses.1007

Conferences, Conventions, and Meetings $1430

Other Expenses.1012

Insurance $619

Other Expenses.1

SAN MARTIN THRIVE $53023

Other Expenses.2

MEETING MEALS $34177

Other Expenses.3

DUES $8189

Other Expenses.4

Social event expense $2218

Other Expenses.5

INTERACT MEETINGS $987

Other Expenses.6

BANK FEES $955

Other Expenses.7

WEEKLY RAFFLE $640

Other Expenses.8

SUPPLIES $588

Other Expenses.9

BAD DEBT $216

Other Expenses.10

SUBSCRIPTIONS $175

Other Expenses.11

LICENSES & PERMITS $91

Other Expenses.14

FILING FEE & TAXES $10

Other Assets.1011

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

Total Liabilities.1

PREPAID - Beginning $64 PREPAID - Ending $50

Total Liabilities.2

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

Raw XML Appendix177 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CONSTANCE STEWART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KELLY WHITAKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTY LINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL DEMYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDA SALO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NICOLE HOHENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RITA WHITAKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CINDE CASSIDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
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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/GrantsAndAllocationsAmt049097
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt1987
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053023
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt02038
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105113
IRS990EZ/TotalProgramServiceExpensesAmt050084
IRS990EZ/TotalRevenueAmt065278
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $1680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1430
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $619
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SAN MARTIN THRIVE $53023
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETING MEALS $34177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $8189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL EVENT EXPENSE $2218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INTERACT MEETINGS $987
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEEKLY RAFFLE $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES $588
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11BAD DEBT $216
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SUBSCRIPTIONS $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13LICENSES & PERMITS $91
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FILING FEE & TAXES $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Prepaid Expenses and Deferred Charges - Beginning $619 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PREPAID - Beginning $64 PREPAID - Ending $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DUE TO FOUNDATION - Beginning $11375 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.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.2
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CINDE CASSIDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVALON ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0237055488
ReturnHeader/Filer/PhoneNum03105109001
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271573333
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/ReturnTs02019-05-06T10:06:08-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings