Civic Intelligence

The Avalon Foundation

990PF • Fiscal year 2020 • EIN 77-0518388

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 29, 2020

Organization Profile
3775 Old Creek RoadTempleton, CA 93465

(805) 237-8632

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$345,378

Up $30,581 (+9.7%) from 2016

Net Assets

$345,378

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin86th percentile

Revenue

Up

$31,396

Up $19,515 (+164%) from 2016

Expenses

Up

$17,592

Up $1,600 (+10%) from 2016

Net Income

Up

$13,804

Up $17,915 (+436%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$345,378
Liabilities$0
Net Assets$345,378
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2020

Revenue$31,396
Expenses$17,592
Net Income$13,804
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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
CFO
Phone
8052378632
Signed
2020-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Michael L Witte CPA
Address
2060D AVE DE LOS ARBOLES378, THOUSAND OAKS, CA 91362
Preparer
Michael L Witte
Phone
8052410720
Raw XML Appendix352 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/RecipientUSAddress/AddressLine1Txt03201 SPRING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11180 KENDALL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21200 SO MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31130 PINE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41255 KENDALL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56370 ATASCADERO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61010 BROAD ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TEMPLETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASO ROBLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ATASCADERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN LUIS OBISPO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014969
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0316
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0796
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05541
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0316
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01031
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06337
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05306
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02983
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD COST ADJUSTMENT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt026
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ESTATE FINANCIAL INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt026
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt026
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0206
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUST FEES ESTATE FINANCIAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0206
TaxesSchedule/TaxesDetail/Amt0276
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/CategoryTxt1State taxes
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BUZZETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08052378632
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-29
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/FilingSecurityInformation/AtSubmissionCreationDeviceId091629D44D753E50BED40A05A0CAEA2C1EF8198BE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId091629D44D753E50BED40A05A0CAEA2C1EF8198BE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.156.12.239
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:05:12
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL L WITTE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02060D AVE DE LOS ARBOLES378
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0THOUSAND OAKS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091362
ReturnHeader/PreparerPersonGrp/PhoneNum08052410720
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L WITTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-29T02:15:52-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,378
Liabilities
$0
Net assets
$345,378
Revenue
$31,396
Expenses
$17,592
Net income
$13,804
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