Civic Intelligence

Rotary Club of Avalon Park

EIN 59-3829145 • 501(c)4 • Orlando, FL

Profile

Please see Schedule O

3564 Avalon Park Blvd E Ste 1 STE 1Orlando, FL 32828

www.rotaryclubofavalonpark.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

18th percentile

-28%

Higher net margin than 18% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

29th percentile

-18%

Faster asset growth than 29% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

87th percentile

46%

Faster revenue growth than 87% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$65,022

Down $14,062 (-18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$65,022

Down $14,062 (-18%) from 2024

Revenue

Up

$50,373

Up $15,874 (+46%) from 2024

Expenses

Up

$64,435

Up $6,982 (+12%) from 2024

Net Income

Up

-$14,062

Up $8,892 (+39%) from 2024

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2023: $102,038Liabilities 2023: $0Net Assets 2023: $102,0382023Assets 2024: $79,084Liabilities 2024: $0Net Assets 2024: $79,0842024Assets 2025: $65,022Liabilities 2025: $0Net Assets 2025: $65,0222025

Highlighted filing

2025

Assets$65,022
Liabilities$0
Net Assets$65,022

Operations Trend

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

$100K$50K$0-$50KRevenue 2023: $96,294Expenses 2023: $84,015Net Income 2023: $12,2792023Revenue 2024: $34,499Expenses 2024: $57,453Net Income 2024: -$22,9542024Revenue 2025: $50,373Expenses 2025: $64,435Net Income 2025: -$14,0622025

Highlighted filing

2025

Revenue$50,373
Expenses$64,435
Net Income-$14,062

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$99,734
Mission and Program Overview

Mission

Please see Schedule O

Program Services

DescriptionGrantsExpenses
Donations were made to support nine Central Florida charities.$29,686$1,735
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karl PearsonPresidentPT$0--
Sara MonkDirector Service ChairPT$0--
Terri BernhardtVice PresidentPT$0--
Dan AshbyPresident ElectPT$0--
Amber Clore MoralesSecretaryPT$0--
Jean ZambranoTreasurerPT$0--
Rich FalzoneSgt At ArmsPT$0--
Dave WidemanDirector Membership ChairPT$0--
Tom BeanlandDirector Foundation ChairPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Poker Event$63,054$63,054$41,745$21,309
Wine Festiva$8,769$8,769$7,344$1,425
Total Events$75,683$75,683$49,361$26,322
Filing and Contact Details

Filer

Filer Name
Rotary Club of Avalon Park
EIN
59-3829145
In Care Of
% Sara Monk
Address
3564 Avalon Park Blvd E Ste 1 STE 1, Orlando, FL 32828

Signing Officer

Name
Sara Monk
Title
Director Service Chair
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
MJ Tax & Consulting Inc
Address
422 S Alafaya Trl Ste 21, Orlando, FL 32828
Preparer
June Wong
Phone
4073775555
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Activity Rotary Foundation Donations Grantee Rotary Foundation Donations Amount 9,850Activity Scholarships Awards and Grants Grantee Miscellaneous Amount 4,836Activity Rotary Club of AP Foundation Amount 15,000

Description of other expenses Part I line 16

Description AmountClub Event Expenses 7,054Induction Ceremony 3,935Meeting Meals 6,709Dues and Subscriptions 9,362Mailbox 73Office Expenses 1,236Office Supplies and Adminstrative 2,052Quickbooks Payment Fees 776Advertising 116Service Project Expenses 1,736

Description of other assets Part II line 24

Category Beginning of Year End of YearAccounts Receivables 2,730 3,040Payments to Deposit 0 2,000

Other program services Part III line 31

Other program services include Rotary Foundation donations, charitable donations to the families and teachers of Riverdale Elementary School, Rotary Foundation Polio Plus Program donations, and other small donations to local charities. All donations to these organizations including the Second Chance of Florida Foundation and the Sacha Patin Memorial & Rotary Club of Avalon Park Endowment Scholarship at the University of Central Florida were raised through the organizations special annual fundraising events (Poker Tournament, Wine Walk, and Craft Beer Festival) and Happy Dollar Collections, which are monetary donations made by members of the organization outside of the membership dues.

General explanation attachment

Part III - Statement of Program Service Accomplishments Primary Exempt Purpose The objective and purpose of the organization is to encourage and foster the ideal of service as a basis of worth enterprise and, in particular, to encourage and foster the development of acquaintance as an opportunity for service, high ethical standards in business and professions, the application of the ideal of service in each Rotarians personal, business, and community life, and the advancement of the interntaional understanding, goodwill, and peace through a world fellowship of business and professional

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Rotary Foundation Donations Grantee Rotary Foundation Donations Amount 9,850Activity Scholarships Awards and Grants Grantee Miscellaneous Amount 4,836Activity Rotary Club of AP Foundation Amount 15,000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other program services include Rotary Foundation donations, charitable donations to the families and teachers of Riverdale Elementary School, Rotary Foundation Polio Plus Program donations, and other small donations to local charities. All donations to these organizations including the Second Chance of Florida Foundation and the Sacha Patin Memorial & Rotary Club of Avalon Park Endowment Scholarship at the University of Central Florida were raised through the organizations special annual fundraising events (Poker Tournament, Wine Walk, and Craft Beer Festival) and Happy Dollar Collections, which are monetary donations made by members of the organization outside of the membership dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Part III - Statement of Program Service Accomplishments Primary Exempt Purpose The objective and purpose of the organization is to encourage and foster the ideal of service as a basis of worth enterprise and, in particular, to encourage and foster the development of acquaintance as an opportunity for service, high ethical standards in business and professions, the application of the ideal of service in each Rotarians personal, business, and community life, and the advancement of the interntaional understanding, goodwill, and peace through a world fellowship of business and professional
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
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