Civic Intelligence

Avalon Rotary Club

990EZ • Fiscal year 2022 • EIN 23-7055488

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 07, 2022

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

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2022 filings • 501(c)4 • <$500k nonprofits • Source year 2022

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)4 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$48,107

Up $6,183 (+15%) from 2021

Net Assets

Up

$47,821

Up $6,022 (+14%) from 2021

Liabilities

Up

$286

Up $161 (+129%) from 2021

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin78th percentile

Revenue

Down

$24,292

Down $37,311 (-61%) from 2021

Expenses

Down

$18,270

Down $105,803 (-85%) from 2021

Net Income

Up

$6,022

Up $68,492 (+110%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2022

Assets$48,107
Liabilities$286
Net Assets$47,821
Open 2022 Filing

Operations Trend

Revenue Growth6th 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

2022

Revenue$24,292
Expenses$18,270
Net Income$6,022
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 7, 2022
Return Version
2021v4.0
Gross Receipts
$24,292
Mission and Program Overview

Mission

To raise funds in support of the community charities

Program Services

DescriptionGrantsExpenses
SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES-$14,539
SUPPORT THE ROTARY FOUNDATION-$1,760
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PONCEPresident-$0--
PAUL DEMYERDirector-$0--
JIM LUTTJOHANNDirector-$0--
VICKIE PEARCEDirector-$0--
LAURA DI MIELEDirectorPT$0--
NICOLE HOHENSTEINSecretary/TreasPT$0--
RITA WHITAKERDirector-$0--
BRYCE NOLLDirectorPT$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
Michael Ponce
Title
President
Signed
2022-10-07
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.1

“MEETING MEALS $7223”

Other Expenses.2

“DUES $5315”

Other Expenses.3

“Foundation donations $1760”

Other Expenses.4

“SUPPLIES $891”

Other Expenses.5

“TRAINING $890”

Other Expenses.6

“SUBSCRIPTIONS $145”

Other Expenses.7

“LICENSES & PERMITS $116”

Other Expenses.8

“FILING FEE & TAXES $50”

Total Liabilities.1

“- Beginning $0 - Ending $0”

Raw XML Appendix149 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
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AVALON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090704
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt041924
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015458
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06022
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01880
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt041924
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048107
IRS990EZ/FundraisingGrossIncomeAmt0937
IRS990EZ/GrossReceiptsAmt024292
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt041799
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047821
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt041799
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047821
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL PONCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL DEMYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM LUTTJOHANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VICKIE PEARCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAURA DI MIELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NICOLE HOHENSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RITA WHITAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRYCE NOLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016390
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS IN SUPPORT OF THE COMMUNITY CHARITIES
IRS990EZ/ProgramServiceRevenueAmt07895
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SOCIAL CLUB INCLUDING MEALS, EVENTS, AND CONFERENCES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT THE ROTARY FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014539
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11760
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0937
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0125
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0286
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt018270
IRS990EZ/TotalProgramServiceExpensesAmt016299
IRS990EZ/TotalRevenueAmt024292
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEETING MEALS $7223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUES $5315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOUNDATION DONATIONS $1760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $891
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAINING $890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUBSCRIPTIONS $145
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES & PERMITS $116
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FILING FEE & TAXES $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL PONCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-07
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/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 Lins
ReturnHeader/ReturnTs02022-10-07T09:45:16-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PONCE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,107
Liabilities
$286
Net assets
$47,821
Revenue
$24,292
Expenses
$18,270
Net income
$6,022
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$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