Civic Intelligence

The Avalon Charter School

990 • Fiscal year 2016 • EIN 31-1743023

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 13, 2017

Organization Profilewww.avalonschool.org
700 Glendale StSt Paul, MN 55114

(651) 649-5495

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

1.06x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.67x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

55th percentile

3.8%

Higher net margin than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$80,746

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.7%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$1,811,244

Up $175,448 (+11%) from 2015

Net Assets

Up

-$117,461

Up $109,189 (+48%) from 2015

Liabilities

Up

$1,928,705

Up $66,259 (+3.6%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin55th percentile

Revenue

Up

$2,896,288

Up $156,300 (+5.7%) from 2015

Expenses

Up

$2,787,099

Up $227,484 (+8.9%) from 2015

Net Income

Down

$109,189

Down $71,184 (-39%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0-$5.0MAssets 2015: $1,635,796Liabilities 2015: $1,862,446Net Assets 2015: -$226,6502015Assets 2016: $1,811,244Liabilities 2016: $1,928,705Net Assets 2016: -$117,4612016Assets 2017: $5,458,196Liabilities 2017: $6,272,150Net Assets 2017: -$813,9542017Assets 2018: $4,965,096Liabilities 2018: $6,530,237Net Assets 2018: -$1,565,1412018Assets 2019: $5,018,243Liabilities 2019: $5,743,396Net Assets 2019: -$725,1532019Assets 2020: $4,267,301Liabilities 2020: $5,238,732Net Assets 2020: -$971,4312020Assets 2021: $3,687,594Liabilities 2021: $4,961,063Net Assets 2021: -$1,273,4692021Assets 2022: $6,273,238Liabilities 2022: $7,383,238Net Assets 2022: -$1,110,0002022Assets 2023: $5,665,195Liabilities 2023: $6,499,041Net Assets 2023: -$833,8462023Assets 2024: $5,106,122Liabilities 2024: $5,967,287Net Assets 2024: -$861,1652024Assets 2025: $5,068,598Liabilities 2025: $5,515,017Net Assets 2025: -$446,4192025

Highlighted filing

2016

Assets$1,811,244
Liabilities$1,928,705
Net Assets-$117,461
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $2,739,988Expenses 2015: $2,559,615Net Income 2015: $180,3732015Revenue 2016: $2,896,288Expenses 2016: $2,787,099Net Income 2016: $109,1892016Revenue 2017: $3,457,710Expenses 2017: $4,154,203Net Income 2017: -$696,4932017Revenue 2018: $3,751,983Expenses 2018: $4,503,170Net Income 2018: -$751,1872018Revenue 2019: $4,770,409Expenses 2019: $3,930,421Net Income 2019: $839,9882019Revenue 2020: $4,330,359Expenses 2020: $4,576,637Net Income 2020: -$246,2782020Revenue 2021: $4,113,408Expenses 2021: $4,415,446Net Income 2021: -$302,0382021Revenue 2022: $4,749,032Expenses 2022: $4,585,563Net Income 2022: $163,4692022Revenue 2023: $4,872,200Expenses 2023: $4,596,046Net Income 2023: $276,1542023Revenue 2024: $5,258,428Expenses 2024: $5,285,747Net Income 2024: -$27,3192024Revenue 2025: $5,825,092Expenses 2025: $5,410,346Net Income 2025: $414,7462025

Highlighted filing

2016

Revenue$2,896,288
Expenses$2,787,099
Net Income$109,189
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 13, 2017
Return Version
2015v3.0
Gross Receipts
$2,896,288
Mission and Program Overview

Mission

Avalon School seeks to establish a just world by nurturing an equitable school community for students that inspires active learning, social justice, engaged citizenship, and hope for the future.

The Avalon Charter School prepares students for college and life in a strong nurturing community that inspires active learning, engaged citizenship and hope for the future.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$920,360$843,770▼ $76,590
Accounts Receivable$324,616$400,680▲ $76,064
Land, Buildings, and Equipment, Net$91,468$72,777▼ $18,691
Prepaid Expenses and Deferred Charges$27,533$68,334▲ $40,801
Total Assets$1,635,796$1,811,244▲ $175,448
Other Assets Total$271,819$425,683▲ $153,864
Liabilities
Other Liabilities$1,451,071$1,640,650▲ $189,579
Accounts Payable and Accrued Expenses$289,461$288,055▼ $1,406
Deferred Revenue$121,914$0▼ $121,914
Total Liabilities$1,862,446$1,928,705▲ $66,259
Net Assets / Fund Balance
Unrestricted Net Assets$-226,650$-117,461▲ $109,189
Total Net Assets Fund Balance$-226,650$-117,461▲ $109,189
Total Liabilities and Net Assets / Fund Balance$1,635,796$1,811,244▲ $175,448

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,109$234,205$255,314
Leasehold Improvements$51,668$20,666$72,334
Other Assets Org$425,683--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jo SullivanDirector - TeacherFT$78,132$2,614$80,746
Regina GoldnerTreasurer - TeacherFT$54,017$2,614$56,631
Chris JandroSecretary - TeacherFT$50,390$2,614$53,004
Tim QuealyDirector - TeacherFT$43,140$2,614$45,754
Anna WesleyDirector - TeacherFT$42,773$2,614$45,387

Board Members and Trustees

NameTitle
Brian EvansChair
Bianca ZickDirector
Dawn WieczoekDirector
Jill Stever-ZeitlinDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,841,307
Program Service Revenue
$49,458
Investment Income
$106
Other Revenue
$5,417
All Other Contributions
$161,010
Change in Net Assets
$109,189

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,896,288
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,896,288
Total Revenue per Form 990
$2,896,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,887,938
Other Expenses$899,161
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,047,836$139,623-$1,187,459
Occupancy$418,243$5,139-$423,382
Current Officers, Directors, Trustees, and Key Employees$281,522--$281,522
Pension Plan Contributions$148,340$16,827-$165,167
Other Employee Benefits$126,564$21,594-$148,158
Payroll Taxes$94,010$11,622-$105,632
Fees for Services Accounting-$83,700-$83,700
Office Expenses$44,591$11,388-$55,979
Travel$54,587--$54,587
Depreciation Depletion$22,162$163-$22,325
Other Expenses$26,057$21,015-$21,015
Insurance$13,562--$13,562
Conferences and Meetings$5,512--$5,512
Information Technology$3,634--$3,634
Total Functional Expenses$2,467,644$319,455$0$2,787,099

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,787,099
Total Expenses per Audited Statements$2,787,099
Total Expenses per Form 990$2,787,099
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dean WalczakFormer board memberContracted Financial Management - Dean Walczak Financial Management, LLCNo$52,980
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension Liability$1,514,387
Deferred Inflow - Deferred Pension$126,263
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Financial management of the school was contracted to Dean Walczak Financial Management LLC”

Form 990, Part VI, Section B, line 11

“Copies of the 990 were distributed to all board members.”

Form 990, Part VI, Section B, line 12C

“A written conflict of interest policy dictates that board members disclose annually any conflicts of interest.”

Form 990, Part VI, Section B, line 15

“Compensation of the executive director and other key employees is reviewed and determined by the board of directors.”

Form 990, Part VI, Section C, line 19

“Avalon Charter School makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Avalon Charter School
EIN
31-1743023
Phone
6516495495
Address
700 Glendale St, St Paul, MN 55114

Signing Officer

Name
Brian Evans
Title
Board President
Phone
6516495495
Signed
2017-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Bakken
Formed
2000
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
4
Employees
39
Volunteers
10

Preparer

Firm
Abdo Eick & Meyers LLP
Address
5201 Eden Avenue Suite 250, Edina, MN 55436
Preparer
Steven Anseth
Phone
9528359090
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The board of directors assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant. The process has not changed from the prior period.”

Financial Statement Notes

Part X, Line 2:

“The School is exempt from federal and state income taxes under Internal Revenue Code 501(c)(3). Both are subject to tax on income from any unrelated business. On July 1, 2009, the Academy adopted the recognition requirements for uncertain income tax positions as required by the Financial Accounting Standards Board (FASB) ASC 740-10 (formerly known as FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes), with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected tobe taken in a tax return, only when it is determined that the income tax position will more likely-than-not be sustained upon examination by taxing authorities. The School has analyzed tax positions taken for filing with the Internal Revenue Service and state jurisdiction where they operate. The School believes that income tax filing positions will be sustained upon examination and do not anticipate any adjustments that would result in a material adverse affect on their respective financial condition, results of operation or cash flows. Accordingly, the School has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2016.”

Raw XML AppendixShowing 400 of 441 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0289461
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0288055
IRS990/AccountsReceivableGrp/BOYAmt0324616
IRS990/AccountsReceivableGrp/EOYAmt0400680
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The Avalon Charter School prepares students for college and life in a strong nurturing community that inspires active learning, engaged citizenship and hope for the future.
IRS990/AllOtherContributionsAmt0161010
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Avalon Charter School
IRS990/BooksInCareOfDetail/PhoneNum06516495495
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 Glendale St
IRS990/BooksInCareOfDetail/USAddress/CityNm0St Paul
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055114
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0920360
IRS990/CashNonInterestBearingGrp/EOYAmt0843770
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0281522
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0281522
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05512
IRS990/ConferencesMeetingsGrp/TotalAmt05512
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02841307
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0106
IRS990/CYOtherExpensesAmt0899161
IRS990/CYOtherRevenueAmt05417
IRS990/CYProgramServiceRevenueAmt049458
IRS990/CYRevenuesLessExpensesAmt0109189
IRS990/CYSalariesCompEmpBnftPaidAmt01887938
IRS990/CYTotalExpensesAmt02787099
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02896288
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0121914
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0163
IRS990/DepreciationDepletionGrp/ProgramServicesAmt022162
IRS990/DepreciationDepletionGrp/TotalAmt022325
IRS990/Desc0Education of 197 students in grades 6-12.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt039
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02467644
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt083700
IRS990/FeesForServicesAccountingGrp/TotalAmt083700
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt12614
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt22614
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt62614
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt72614
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt82614
IRS990/Form990PartVIISectionAGrp/PersonNm0Brian Evans
IRS990/Form990PartVIISectionAGrp/PersonNm1Regina Goldner
IRS990/Form990PartVIISectionAGrp/PersonNm2Chris Jandro
IRS990/Form990PartVIISectionAGrp/PersonNm3Jill Stever-Zeitlin
IRS990/Form990PartVIISectionAGrp/PersonNm4Bianca Zick
IRS990/Form990PartVIISectionAGrp/PersonNm5Dawn Wieczoek
IRS990/Form990PartVIISectionAGrp/PersonNm6Anna Wesley
IRS990/Form990PartVIISectionAGrp/PersonNm7Tim Quealy
IRS990/Form990PartVIISectionAGrp/PersonNm8Jo Sullivan
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt154017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt642773
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt743140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt878132
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer - Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary - Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director - Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director - Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director - Teacher
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt02680297
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02896288
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03634
IRS990/InformationTechnologyGrp/TotalAmt03634
IRS990/InsuranceGrp/ProgramServicesAmt013562
IRS990/InsuranceGrp/TotalAmt013562
IRS990/InvestmentIncomeGrp/ExclusionAmt0106
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0106
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0254871
IRS990/LandBldgEquipBasisNetGrp/BOYAmt091468
IRS990/LandBldgEquipBasisNetGrp/EOYAmt072777
IRS990/LandBldgEquipCostOrOtherBssAmt0327648
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Avalon Charter School prepares students for college and life in a strong nurturing community that inspires active learning, engaged citizenship and hope for the future.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-226650
IRS990/NetAssetsOrFundBalancesEOYAmt0-117461
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05139
IRS990/OccupancyGrp/ProgramServicesAmt0418243
IRS990/OccupancyGrp/TotalAmt0423382
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011388
IRS990/OfficeExpensesGrp/ProgramServicesAmt044591
IRS990/OfficeExpensesGrp/TotalAmt055979
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0271819
IRS990/OtherAssetsTotalGrp/EOYAmt0425683
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021594
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0126564
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0148158
IRS990/OtherExpensesGrp/Desc0Contracted Services
IRS990/OtherExpensesGrp/Desc1Food/Milk
IRS990/OtherExpensesGrp/Desc2Dues/Memberships
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08384
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121015
IRS990/OtherExpensesGrp/ProgramServicesAmt0181024
IRS990/OtherExpensesGrp/ProgramServicesAmt126057
IRS990/OtherExpensesGrp/TotalAmt0189408
IRS990/OtherExpensesGrp/TotalAmt126057
IRS990/OtherExpensesGrp/TotalAmt221015
IRS990/OtherLiabilitiesGrp/BOYAmt01451071
IRS990/OtherLiabilitiesGrp/EOYAmt01640650
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05417
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05417
IRS990/OtherRevenueTotalAmt05417
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0139623
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01047836
IRS990/OtherSalariesAndWagesGrp/TotalAmt01187459
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011622
IRS990/PayrollTaxesGrp/ProgramServicesAmt094010
IRS990/PayrollTaxesGrp/TotalAmt0105632
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt016827
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0148340
IRS990/PensionPlanContributionsGrp/TotalAmt0165167
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027533
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt068334
IRS990/PrincipalOfficerNm0Carrie Bakken
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0Miscellaneous (In othe
IRS990/ProgramServiceRevenueGrp/Desc1Student Activities
IRS990/ProgramServiceRevenueGrp/Desc2Food Sales
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029274
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115249
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24935
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24935
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02701617
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt087
IRS990/PYOtherExpensesAmt0924074
IRS990/PYOtherRevenueAmt01627
IRS990/PYProgramServiceRevenueAmt036657
IRS990/PYRevenuesLessExpensesAmt0180373
IRS990/PYSalariesCompEmpBnftPaidAmt01635541
IRS990/PYTotalExpensesAmt02559615
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02739988
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0109189
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt054875
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt021109
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0234205
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0255314
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02787099
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt051668
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt020666
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt072334
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0425683
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Deferred Outflow - Deferred Pension
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01514387
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1126263
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Pension Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Deferred Inflow - Deferred Pension
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02896288
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The School is exempt from federal and state income taxes under Internal Revenue Code 501(c)(3). Both are subject to tax on income from any unrelated business. On July 1, 2009, the Academy adopted the recognition requirements for uncertain income tax positions as required by the Financial Accounting Standards Board (FASB) ASC 740-10 (formerly known as FASB Interpretation No. 48, Accounting for Uncertainty in Income Taxes), with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected tobe taken in a tax return, only when it is determined that the income tax position will more likely-than-not be sustained upon examination by taxing authorities. The School has analyzed tax positions taken for filing with the Internal Revenue Service and state jurisdiction where they operate. The School believes that income tax filing positions will be sustained upon examination and do not anticipate any adjustments that would result in a material adverse affect on their respective financial condition, results of operation or cash flows. Accordingly, the School has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt072777
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0425683
IRS990ScheduleD/TotalExpensesPerForm990Amt02787099
IRS990ScheduleD/TotalLiabilityAmt01640650
IRS990ScheduleD/TotalRevenuePerForm990Amt02896288
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02896288
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02787099
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Federal And Justice for All" compliance posters describing the institution as non-discriminatory.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1Explanation of Government Financial Aid: The Academy receives Federal and State aid for the purpose of providing education to students.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Dean Walczak
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Former board member
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt052980
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Contracted Financial Management - Dean Walczak Financial Management, LLC
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Financial management of the school was contracted to Dean Walczak Financial Management LLC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies of the 990 were distributed to all board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A written conflict of interest policy dictates that board members disclose annually any conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation of the executive director and other key employees is reviewed and determined by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Avalon Charter School makes its governing documents, conflict of interest policy, and financial statements available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The board of directors assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant. The process has not changed from the prior period.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01635796
IRS990/TotalAssetsEOYAmt01811244
IRS990/TotalAssetsGrp/BOYAmt01635796
IRS990/TotalAssetsGrp/EOYAmt01811244
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02841307
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0319455
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02467644
IRS990/TotalFunctionalExpensesGrp/TotalAmt02787099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01862446
IRS990/TotalLiabilitiesEOYAmt01928705
IRS990/TotalLiabilitiesGrp/BOYAmt01862446
IRS990/TotalLiabilitiesGrp/EOYAmt01928705
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-226650
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-117461
IRS990/TotalOtherCompensationAmt013070
IRS990/TotalProgramServiceExpensesAmt02467644
IRS990/TotalProgramServiceRevenueAmt049458
IRS990/TotalReportableCompFromOrgAmt0268452
IRS990/TotalRevenueGrp/ExclusionAmt0106
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt054875
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02896288
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01635796
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01811244
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt054587
IRS990/TravelGrp/TotalAmt054587
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,811,244
Liabilities
$1,928,705
Net assets
-$117,461
Revenue
$2,896,288
Expenses
$2,787,099
Net income
$109,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.07$5.52$0.45$5.83$5.41$0.41
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$5.97$0.86$5.26$5.29$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$6.50$0.83$4.87$4.60$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$7.38$1.11$4.75$4.59$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$4.96$1.27$4.11$4.42$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$5.24$0.97$4.33$4.58$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$5.74$0.73$4.77$3.93$0.84
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$6.53$1.57$3.75$4.50$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$6.27$0.81$3.46$4.15$0.70
2016Detailed filing. Detailed filing data is available for this year.$1.81$1.93$0.12$2.90$2.79$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.64$1.86$0.23$2.74$2.56$0.18