Civic Intelligence

The Avalon Foundation

990PF • Fiscal year 2024 • EIN 77-0518388

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 02, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

100th percentile

216%

Higher net margin than 100% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

32nd percentile

-9.0%

Faster asset growth than 32% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$300,280

Down $29,548 (-9.0%) from 2023

Net Assets

Down

$300,280

Down $29,548 (-9.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$13,305

Down $26,485 (-201%) from 2023

Expenses

Up

$15,417

Up $28 (+0.2%) from 2023

Net Income

Down

-$28,722

Down $26,513 (-1200%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2024

Assets$300,280
Liabilities$0
Net Assets$300,280
Open 2024 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

2024

Revenue-$13,305
Expenses$15,417
Net Income-$28,722
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 2, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th 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
2024-12-02
Discuss with paid preparer
Yes

Preparer

Firm
Michael L Witte CPA
Address
2721 CALLE OLIVO, THOUSAND OAKS, CA 91360
Preparer
Michael L Witte
Phone
8052410270
Raw XML Appendix282 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0254144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NEWBRIDGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MERRILL LYNCH
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0826
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0301106
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0329828
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0300280
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013317
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013317
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013317
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013480
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0163
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0163
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0163
IRS990PF/FMVAssetsEOYAmt0259535
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06476
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0273714
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0273714
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04106
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013480
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0269608
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18750 CASANOVA RD
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt014000
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.avalonfoundationslo.org
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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/AppliedToCurrentYearAmt013317
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03226
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0683
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0515
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01031
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0683
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03758
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03075
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0826
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD COST ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
TaxesSchedule/TaxesDetail/Amt0183
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/CategoryTxt1State taxes
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI BUZZETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08052378632
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-02
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/PhoneNum08052410270
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L WITTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-12-02T04:23:14-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,280
Liabilities
$0
Net assets
$300,280
Revenue
-$13,305
Expenses
$15,417
Net income
-$28,722
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