Civic Intelligence

The Avalon Foundation

990PF • Fiscal year 2021 • EIN 77-0518388

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 06, 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

63rd percentile

19%

Higher net margin than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

45th percentile

1.2%

Faster asset growth than 45% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-30%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$349,641

Up $4,263 (+1.2%) from 2020

Net Assets

Up

$349,641

Up $4,263 (+1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin63rd percentile

Revenue

Down

$21,822

Down $9,574 (-30%) from 2020

Expenses

Up

$17,664

Up $72 (+0.4%) from 2020

Net Income

Down

$4,158

Down $9,646 (-70%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

2021

Assets$349,641
Liabilities$0
Net Assets$349,641
Open 2021 Filing

Operations Trend

Revenue Growth24th percentile

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

2021

Revenue$21,822
Expenses$17,664
Net Income$4,158
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay78th 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
President
Phone
8052378632
Signed
2021-11-06
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 Appendix301 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0317808
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04778
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015688
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PASO ROBLES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd493428
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620002
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015900
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/AppliedToCurrentYearAmt015385
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0316
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05740
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02882
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0515
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06056
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05541
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0105
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD COST ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0629
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/CategoryTxt1State taxes
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BUZZETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08052378632
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-06
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/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/PreparationDt02021-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L WITTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-06T12:34:15-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUZZETTI
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$349,641
Liabilities
$0
Net assets
$349,641
Revenue
$21,822
Expenses
$17,664
Net income
$4,158
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