Civic Intelligence

The Avalon Foundation

EIN 77-0518388 • Templeton, CA

3775 Old Creek RoadTempleton, CA 93465
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

23rd percentile

-26%

Higher net margin than 23% of similar nonprofits.

<$500k nonprofits • Source year 2025

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.

<$500k nonprofits • Source year 2025

Asset Growth

61st percentile

2.2%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$306,942

Up $6,662 (+2.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$306,942

Up $6,662 (+2.2%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin23rd percentile

Revenue

Up

$12,717

Up $26,022 (+196%) from 2024

Expenses

Up

$15,977

Up $560 (+3.6%) from 2024

Net Income

Up

-$3,260

Up $25,462 (+89%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$400K$300K$200K$100K$0Assets 2011: $304,404Liabilities 2011: $02011Assets 2012: $317,938Liabilities 2012: $02012Assets 2013: $283,958Liabilities 2013: $02013Assets 2014: $275,258Liabilities 2014: $02014Assets 2015: $296,120Liabilities 2015: $02015Assets 2016: $314,797Liabilities 2016: $02016Assets 2020: $345,378Liabilities 2020: $0Net Assets 2020: $345,3782020Assets 2021: $349,641Liabilities 2021: $0Net Assets 2021: $349,6412021Assets 2022: $342,941Liabilities 2022: $0Net Assets 2022: $342,9412022Assets 2023: $329,828Liabilities 2023: $0Net Assets 2023: $329,8282023Assets 2024: $300,280Liabilities 2024: $0Net Assets 2024: $300,2802024Assets 2025: $306,942Liabilities 2025: $0Net Assets 2025: $306,9422025

Highlighted filing

2025

Assets$306,942
Liabilities$0
Net Assets$306,942
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KRevenue 2011: $5,820Expenses 2011: $15,320Net Income 2011: -$9,5002011Revenue 2012: $17,033Expenses 2012: $15,172Net Income 2012: $1,8612012Revenue 2013: $19,685Expenses 2013: $18,681Net Income 2013: $1,0042013Revenue 2014: $7,986Expenses 2014: $15,402Net Income 2014: -$7,4162014Revenue 2015: $24,019Expenses 2015: $16,475Net Income 2015: $7,5442015Revenue 2016: $11,881Expenses 2016: $15,992Net Income 2016: -$4,1112016Revenue 2020: $31,396Expenses 2020: $17,592Net Income 2020: $13,8042020Revenue 2021: $21,822Expenses 2021: $17,664Net Income 2021: $4,1582021Revenue 2022: $13,651Expenses 2022: $17,028Net Income 2022: -$3,3772022Revenue 2023: $13,180Expenses 2023: $15,389Net Income 2023: -$2,2092023Revenue 2024: -$13,305Expenses 2024: $15,417Net Income 2024: -$28,7222024Revenue 2025: $12,717Expenses 2025: $15,977Net Income 2025: -$3,2602025

Highlighted filing

2025

Revenue$12,717
Expenses$15,977
Net Income-$3,260
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$306,942
Liabilities
$0
Net assets
$306,942
Revenue
$12,717
Expenses
$15,977
Net income
-$3,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.13$0.16$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.13$0.15$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.13$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.14$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.22$0.18$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.31$0.18$0.14
2016Summary only. Only limited summary data is available for this year.$3.15$0.00$0.12$0.16$0.04
2015Summary only. Only limited summary data is available for this year.$2.96$0.00$0.24$0.16$0.08
2014Summary only. Only limited summary data is available for this year.$2.75$0.00$0.08$0.15$0.07
2013Summary only. Only limited summary data is available for this year.$2.84$0.00$0.20$0.19$0.01
2012Summary only. Only limited summary data is available for this year.$3.18$0.00$0.17$0.15$0.02
2011Summary only. Only limited summary data is available for this year.$3.04$0.00$0.06$0.15$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA STROMSOEPresident-$0--
LORI BUZZETTICFO/Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Avalon Foundation
EIN
77-0518388
Phone
8052378632
Address
3775 OLD CREEK ROAD, TEMPLETON, CA 93465

Signing Officer

Name
Lori Buzzetti
Title
Officer
Phone
8052378632
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Michael L Witte CPA
Address
2721 CALLE OLIVO, THOUSAND OAKS, CA 91360
Preparer
Michael L Witte
Phone
8052410720
Raw XML Appendix328 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01473 RANDALL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11130 PINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26370 ATASCADERO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33775 OLD CREEK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4911 S LUCERNE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5102 S VINE ST STE C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt690 11TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 376
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81255 KENDALL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9835 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1075 HIGUERA ST STE 180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATASCADERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TEMPLETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CAYUCOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ARROYO GRANDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MORRO BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10SAN LUIS OBISPO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093428
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd193446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd293422
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393465
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490019
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd593446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd693430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd793421
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd893401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd993442
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1093401
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014063
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02632
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0515
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0437
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03663
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03226
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt09922
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD COST ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt054
TaxesSchedule/TaxesDetail/Amt1163
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign tax
TaxesSchedule/TaxesDetail/CategoryTxt1Tax on investment income
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BUZZETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08052378632
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AVALON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVAL
ReturnHeader/Filer/EIN0770518388
ReturnHeader/Filer/PhoneNum08052378632
ReturnHeader/Filer/USAddress/AddressLine1Txt03775 OLD CREEK ROAD
ReturnHeader/Filer/USAddress/CityNm0TEMPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093465
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562349486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL L WITTE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02721 CALLE OLIVO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOUSAND OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091360
ReturnHeader/PreparerPersonGrp/PhoneNum08052410720
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L WITTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T02:45:54-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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