Civic Intelligence

Avalon Hospice Foundation

990EZ • Fiscal year 2023 • EIN 47-3852745

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization ProfileAVALONHOSPICEFOUNDATION.ORG
3914 Murphy Canyon Rd A226San Diego, CA 92123

(858) 751-0315

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-5051%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-1.8%

Faster asset growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-81%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$495,207

Down $9,091 (-1.8%) from 2022

Net Assets

Down

$495,207

Down $9,091 (-1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$180

Down $770 (-81%) from 2022

Expenses

Down

$9,271

Down $7,051 (-43%) from 2022

Net Income

Up

-$9,091

Up $6,281 (+41%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

2023

Assets$495,207
Liabilities$0
Net Assets$495,207
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$180
Expenses$9,271
Net Income-$9,091
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$180
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 Pay78th 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
2024-11-12
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 $8671”

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0504298
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0495207
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0180
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9091
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0504298
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0495207
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0180
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0504298
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0495207
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0504298
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0495207
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/OtherExpensesTotalAmt08671
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/TotalExpensesAmt09271
IRS990EZ/TotalRevenueAmt0180
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AVALONHOSPICEFOUNDATION.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03082
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt03082
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02347
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0445
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03082
IRS990ScheduleA/TotalSupportAmt03082
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEPHONE $8671
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
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/ReturnTs02024-11-12T10:41:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$495,207
Liabilities
$0
Net assets
$495,207
Revenue
$180
Expenses
$9,271
Net income
-$9,091
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