Civic Intelligence

Avalon Hospice Foundation

EIN 47-3852745 • 501(c)3 • San Diego, CA

Profile

To provide educational services, charitable assistance and financial support for qualified individuals in need of hospice and palliative care who otherwise could not afford such care.

3914 Murphy Canyon Rd A226San Diego, CA 92123

avalonhospicefoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

4th percentile

-588%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

46th percentile

-4.2%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

99th percentile

1339%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$474,238

Down $20,969 (-4.2%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$474,238

Down $20,969 (-4.2%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin4th percentile

Revenue

Up

$2,590

Up $2,410 (+1339%) from 2023

Expenses

Up

$17,830

Up $8,559 (+92%) from 2023

Net Income

Down

-$15,240

Down $6,149 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $521,489Liabilities 2015: $0Net Assets 2015: $521,4892015Assets 2016: $566,673Liabilities 2016: $0Net Assets 2016: $566,6732016Assets 2017: $561,180Liabilities 2017: $0Net Assets 2017: $561,1802017Assets 2018: $549,322Liabilities 2018: $0Net Assets 2018: $549,3222018Assets 2019: $539,351Liabilities 2019: $0Net Assets 2019: $539,3512019Assets 2020: $535,147Liabilities 2020: $0Net Assets 2020: $535,1472020Assets 2021: $519,670Liabilities 2021: $0Net Assets 2021: $519,6702021Assets 2022: $504,298Liabilities 2022: $0Net Assets 2022: $504,2982022Assets 2023: $495,207Liabilities 2023: $0Net Assets 2023: $495,2072023Assets 2024: $474,238Net Assets 2024: $474,2382024

Highlighted filing

2024

Assets$474,238
Liabilities-
Net Assets$474,238
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $525,329Expenses 2015: $3,840Net Income 2015: $521,4892015Revenue 2016: $58,920Expenses 2016: $13,736Net Income 2016: $45,1842016Revenue 2017: $1,039Expenses 2017: $6,532Net Income 2017: -$5,4932017Revenue 2018: $1,552Expenses 2018: $13,410Net Income 2018: -$11,8582018Revenue 2019: $874Expenses 2019: $10,845Net Income 2019: -$9,9712019Revenue 2020: $445Expenses 2020: $4,649Net Income 2020: -$4,2042020Revenue 2021: $2,600Expenses 2021: $14,532Net Income 2021: -$11,9322021Revenue 2022: $950Expenses 2022: $16,322Net Income 2022: -$15,3722022Revenue 2023: $180Expenses 2023: $9,271Net Income 2023: -$9,0912023Revenue 2024: $2,590Expenses 2024: $17,830Net Income 2024: -$15,2402024

Highlighted filing

2024

Revenue$2,590
Expenses$17,830
Net Income-$15,240
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$474,238
Liabilities
-
Net assets
$474,238
Revenue
$2,590
Expenses
$17,830
Net income
-$15,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.74$4.74$0.03$0.18$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.00$0.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.01$0.16$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.03$0.15$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.00$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.01$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.02$0.13$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.01$0.07$0.05
2016Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.59$0.14$0.45
2015Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$5.25$0.04$5.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$2,590
Mission and Program Overview

Mission

To provide educational services, charitable assistance and financial support for qualified individuals in need of hospice and palliative care who otherwise could not afford such care.

Program Services

DescriptionGrantsExpenses
Current activities include the establishment of the Foundation. The establishment was funded through a contribution from a trust established by an individual. This initial contribution has been used to fund the necessary legal filings for the startup of the Foundation.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY HARRISPresidentPT$0--
PAUL DEL GIUDICEVice President-$0--
JESSICA DAHLDirector-$0--
Filing and Contact Details

Filer

Filer Name
Avalon Hospice Foundation
EIN
47-3852745
Phone
8587510315
Address
3914 MURPHY CANYON RD A226, SAN DIEGO, CA 92123

Signing Officer

Name
Tracy Harris
Title
President
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Maxwell Tax Services
Address
4730 Palm Ave Suite 206, LA Mesa, CA 91941
Preparer
Jacob M Maxwell
Phone
6196986681
Supplemental Narrative

Additional Explanations

Other Expenses.1

“TELEPHONE $15742”

Other Expenses.2

“MISCELLANEOUS $659”

Other Expenses.3

“BANK CHARGES $204”

Other Expenses.4

“FILING FEES $25”

Raw XML Appendix135 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/PersonNm0TRACY HARRIS
IRS990EZ/BooksInCareOfDetail/PhoneNum08587510315
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04914 MURPHY CANYON RD SUITE A226
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092123
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0495207
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0474238
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0177
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15240
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0495207
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0474238
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt02590
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02413
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0495207
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0474238
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0495207
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0474238
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TRACY HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL DEL GIUDICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA DAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-5729
IRS990EZ/OtherExpensesTotalAmt016630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide educational services, charitable assistance and financial support for qualified individuals in need of hospice and palliative care who otherwise could not afford such care.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Current activities include the establishment of the Foundation. The establishment was funded through a contribution from a trust established by an individual. This initial contribution has been used to fund the necessary legal filings for the startup of the Foundation.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017830
IRS990EZ/TotalRevenueAmt02590
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AVALONHOSPICEFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0177
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03259
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt03259
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0177
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0445
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03259
IRS990ScheduleA/TotalSupportAmt03259
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEPHONE $15742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS $659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES $204
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FILING FEES $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVALON HOSPICE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0473852745
ReturnHeader/Filer/PhoneNum08587510315
ReturnHeader/Filer/USAddress/AddressLine1Txt03914 MURPHY CANYON RD A226
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092123
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464467540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maxwell Tax Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04730 Palm Ave Suite 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091941
ReturnHeader/PreparerPersonGrp/PhoneNum06196986681
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacob M Maxwell
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-28T15:39:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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