Civic Intelligence

Avalon Mariners PTO Inc.

990EZ • Fiscal year 2024 • EIN 46-0851565

Aug 01, 2023 to Jul 31, 2024 • Filed on May 15, 2025

Organization ProfileMARINERSPTO.COM
13500 Tanja King BlvdOrlando, FL 32828

(407) 207-3825

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

34th percentile

-4.2%

Higher net margin than 34% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-0.8%

Faster asset growth than 45% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-52%

Faster revenue growth than 10% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$88,430

Down $672 (-0.8%) from 2023

Net Assets

Down

$88,430

Down $672 (-0.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin34th percentile

Revenue

Down

$57,887

Down $62,878 (-52%) from 2023

Expenses

Down

$60,318

Down $59,154 (-50%) from 2023

Net Income

Down

-$2,431

Down $3,724 (-288%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$100K$50K$0Assets 2016: $39,107Liabilities 2016: $0Net Assets 2016: $39,1072016Assets 2017: $17,390Liabilities 2017: $02017Assets 2018: $17,390Liabilities 2018: $0Net Assets 2018: $17,3902018Assets 2019: $32,163Liabilities 2019: $02019Assets 2020: $62,786Liabilities 2020: $02020Assets 2022: $87,809Liabilities 2022: $0Net Assets 2022: $87,8092022Assets 2023: $89,102Liabilities 2023: $0Net Assets 2023: $89,1022023Assets 2024: $88,430Liabilities 2024: $0Net Assets 2024: $88,4302024Assets 2025: $96,443Liabilities 2025: $0Net Assets 2025: $96,4432025

Highlighted filing

2024

Assets$88,430
Liabilities$0
Net Assets$88,430
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $108,990Expenses 2016: $76,365Net Income 2016: $32,6252016Revenue 2017: $109,703Expenses 2017: $131,419Net Income 2017: -$21,7162017Revenue 2018: $109,703Expenses 2018: $131,419Net Income 2018: -$21,7162018Revenue 2019: $104,384Expenses 2019: $109,137Net Income 2019: -$4,7532019Revenue 2020: $101,491Expenses 2020: $70,868Net Income 2020: $30,6232020Revenue 2022: $110,809Expenses 2022: $94,811Net Income 2022: $15,9982022Revenue 2023: $120,765Expenses 2023: $119,472Net Income 2023: $1,2932023Revenue 2024: $57,887Expenses 2024: $60,318Net Income 2024: -$2,4312024Revenue 2025: $40,009Expenses 2025: $35,479Net Income 2025: $4,5302025

Highlighted filing

2024

Revenue$57,887
Expenses$60,318
Net Income-$2,431
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$105,034
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
REWARD AND SUPPORT PROGRAMS FOR STUDENTS-$22,507
REWARD AND SUPPORT PROGRAMS FOR TEACHERS AND SCHOOL STAFF-$5,474
COMMUNITY BUILDING PROGRAM FOR PARENTS-$928
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BETHANY ULRICKPresidentPT$0--
ERYN VARGOVice PresidentPT$0--
KRISTINE DE VERATreasurerPT$0--
HOLLY HARGRAVERecording SecretaryPT$0--
LEXI KNUDESONCorresponding SecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Boosterthon$57,160$57,160$39$57,121
Fall Carnvl$27,797$27,797$1,631$26,166
Total Events$84,957$84,957$47,147$37,810
Filing and Contact Details

Filer

Filer Name
Avalon Mariners Pto Inc
EIN
46-0851565
Address
13500 TANJA KING BLVD, ORLANDO, FL 32828

Signing Officer

Name
Bethany Ulrick
Title
President
Phone
4072073825
Signed
2025-05-15
Discuss with paid preparer
No

Preparer

Firm
Lowe CPA Consulting LLC
Address
2152 Florida Soapberry Blvd, Orlando, FL 32828
Preparer
Timothy A Lowe
Phone
4079043314
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountstaff appreciation 4,424operating expenses 1,321other program expenses 54,573”

Other changes in net assets or fund balances Part I line 20

“Description amountother changes in net assets 1,759”

Part III response or note to any other line in Part III

“Primary exempt purpose:avalon mariners pto is organized for the purpose of supporting education of children at avalon elementary by fostering relationships between the school, parents and the teachers.”

Raw XML Appendix187 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/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BETHANY ULRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERYN VARGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRISTINE DE VERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY HARGRAVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LEXI KNUDESON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3RECORDING SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CORRESPONDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt01759
IRS990EZ/OtherExpensesTotalAmt060318
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt020027
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REWARD AND SUPPORT PROGRAMS FOR STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1REWARD AND SUPPORT PROGRAMS FOR TEACHERS AND SCHOOL STAFF
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2COMMUNITY BUILDING PROGRAM FOR PARENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022507
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15474
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2928
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt047147
IRS990EZ/SpecialEventsNetIncomeLossAmt037810
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060318
IRS990EZ/TotalProgramServiceExpensesAmt028909
IRS990EZ/TotalRevenueAmt057887
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0MARINERSPTO.COM
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0596000771
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt019019
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AVALON ELEMENTARY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt019019
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt05779
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt05779
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047147
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt012327
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt012327
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FALL CARNVL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOSTERTHON
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0788
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0110
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0898
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt027797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt057160
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084957
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt027797
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt057160
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037810
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01670
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01631
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt039
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt026473
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt026473
IRS990ScheduleG/LicensedStatesCd0FL
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTSTAFF APPRECIATION 4,424OPERATING EXPENSES 1,321OTHER PROGRAM EXPENSES 54,573
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTOTHER CHANGES IN NET ASSETS 1,759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIMARY EXEMPT PURPOSE:AVALON MARINERS PTO IS ORGANIZED FOR THE PURPOSE OF SUPPORTING EDUCATION OF CHILDREN AT AVALON ELEMENTARY BY FOSTERING RELATIONSHIPS BETWEEN THE SCHOOL, PARENTS AND THE TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III response or note to any other line in Part III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BETHANY ULRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04072073825
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVALON MARINERS PTO INC
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0460851565
ReturnHeader/Filer/USAddress/AddressLine1Txt013500 TANJA KING BLVD
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032828
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991248848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lowe CPA Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02152 Florida Soapberry Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Orlando
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032828
ReturnHeader/PreparerPersonGrp/PhoneNum04079043314
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy A Lowe
ReturnHeader/ReturnTs02025-05-20T07:51:42-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,430
Liabilities
$0
Net assets
$88,430
Revenue
$57,887
Expenses
$60,318
Net income
-$2,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.40$0.35$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.58$0.60$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$1.21$1.19$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.11$0.95$0.16
2020Summary only. Only limited summary data is available for this year.$0.63$0.00$1.01$0.71$0.31
2019Summary only. Only limited summary data is available for this year.$0.32$0.00$1.04$1.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.10$1.31$0.22
2017Summary only. Only limited summary data is available for this year.$0.17$0.00$1.10$1.31$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.09$0.76$0.33