Civic Intelligence

Avalon Rotary Club

990EZ • Fiscal year 2019 • EIN 23-7055488

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 03, 2020

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

81st percentile

0.16x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.29x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

16th percentile

-19%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

39th percentile

-2.7%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$140,816

Down $3,873 (-2.7%) from 2018

Net Assets

Down

$118,391

Down $14,873 (-11%) from 2018

Liabilities

Up

$22,425

Up $11,000 (+96%) from 2018

Revenue

Up

$77,815

Up $12,537 (+19%) from 2018

Expenses

Down

$92,688

Down $12,425 (-12%) from 2018

Net Income

Up

-$14,873

Up $24,962 (+63%) from 2018

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

2019

Assets$140,816
Liabilities$22,425
Net Assets$118,391

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

2019

Revenue$77,815
Expenses$92,688
Net Income-$14,873
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 3, 2020
Return Version
2018v3.1
Gross Receipts
$176,734
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$59,000-
SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES$31,411-
SUPPORT LOCAL INTERACT CLUB$114-
SUPPORT AVALON SCHOOL SPORTS--
SUPPORT THE ROTARY FOUNDATION--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE STEWARTPresidentPT$0--
KELLY WHITAKERDirector-$0--
JIM LUTTJOHANNDirector-$0--
JENNIFER RIVERASecretaryPT$0--
PAUL DEMYERDirector-$0--
LAURA DI MIELEDirectorPT$0--
NICOLE HOHENSTEINVice PresidentPT$0--
RITA WHITAKERDirector-$0--
TIM KIELPINSKIDirector-$0--
BRYCE NOLLPresidentPT$0--
CINDE CASSIDYTreasurerPT$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
Constance Stewart
Title
Director
Signed
2020-04-03
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 $2146

Other Expenses.1007

Conferences, Conventions, and Meetings $679

Other Expenses.1

SAN MARTIN THRIVE $59000

Other Expenses.2

MEETING MEALS $16243

Other Expenses.3

DUES $7943

Other Expenses.4

SUPPLIES $2144

Other Expenses.5

Social event expense $2070

Other Expenses.6

BANK FEES $610

Other Expenses.7

COMMUNITY DONATION $500

Other Expenses.8

SUBSCRIPTIONS $175

Other Expenses.9

INTERACT MEETINGS $114

Other Expenses.10

LICENSES & PERMITS $79

Other Expenses.12

FILING FEE & TAXES $35

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $78

Total Liabilities.1

PREPAID - Beginning $50 PREPAID - Ending $0

Total Liabilities.2

DUE TO FOUNDATION - Beginning $11375 DUE TO FOUNDATION - Ending $22425

Raw XML Appendix176 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/PersonNm10CINDE CASSIDY
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT AVALON SCHOOL SPORTS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt4WATER AND SANITATION INITIATIVE IN SAN MARTIN GUATEMALA
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel $2146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $679
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SAN MARTIN THRIVE $59000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING MEALS $16243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUES $7943
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUPPLIES $2144
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOCIAL EVENT EXPENSE $2070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $610
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMMUNITY DONATION $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9SUBSCRIPTIONS $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INTERACT MEETINGS $114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LICENSES & PERMITS $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12FILING FEE & TAXES $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $0 Accounts Receivable - Ending $78
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PREPAID - Beginning $50 PREPAID - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15DUE TO FOUNDATION - Beginning $11375 DUE TO FOUNDATION - Ending $22425
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
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/FormAndLineReferenceDesc12Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.2
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CONSTANCE STEWART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVALON ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0237055488
ReturnHeader/Filer/PhoneNum03105109001
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 444
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ReturnHeader/Filer/USAddress/ZIPCd090704
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271573333
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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/ReturnTs02020-04-03T11:27:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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Filings