The Avalon Charter School

Tax-deductible

Saint Paul, MN501(c)(3)EducationEIN 31-1743023Revenue $5.8M in FY2025

On file with the IRSavalonschool.org700 Glendale St, 55114-1782 · Saint Paul, MNTax-exempt since May 2001School — 170(b)(1)(A)(ii)

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Avalon School seeks to establish a just world by nurturing an equitable school community for students that inspires active learning, social justice, engaged citizenship, and hope for the future.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 30 volunteers and 51 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $46K a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$565K
to officers and key staff · 10% of spending
Top officer’s pay lower than 62% of similar orgs
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.5M
109% of total assets
Concern: liabilities are 109% of assets; over 80%.
Pt X · Ln 26
Independent board members
4
of 9 voting members
Worth a look: 4 of 9 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.8M
+11% vs prior year
Spent
$5.4M
To programs
91%
Net assets
−$446K
By yearFY2020–FY2025
Revenue
$5.8M
FY2025▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.3M
FY2021$4.1M
FY2022$4.7M
FY2023$4.9M
FY2024$5.3M
FY2025$5.8M
Expenses
$5.4M
FY2025▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$4.6M
FY2021$4.4M
FY2022$4.6M
FY2023$4.6M
FY2024$5.3M
FY2025$5.4M
Net assets
−$446K
FY2025▲ +48%
Tap a bar for its year
Net assets by fiscal year
FY2020−$971K
FY2021−$1.3M
FY2022−$1.1M
FY2023−$834K
FY2024−$861K
FY2025−$446K

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $4.9M Management & general 9% · $490K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $565K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$108,545Pt VII · Sec A
Trustee - Teacher
$88,958Pt VII · Sec A
Assistant Director
$84,850Pt VII · Sec A
Secretary - Teacher
$80,076Pt VII · Sec A
Trustee - Teacher
$73,494Pt VII · Sec A
Trustee - Teacher
$72,402Pt VII · Sec A
Trustee - Teacher
$57,145Pt VII · Sec A
Trustee - Parent
$0Pt VII · Sec A

Carrie Bakken’s $109K as Executive Director is at the 38th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Carrie Bakken$108,545$101,006$104,473———
Kevin Ward$88,958$83,921$73,816———
Regina Goldner—$85,110$78,690$80,488$76,346—
Gretchen Sage - Martinson———$84,984$83,449$70,355
Tim Quealy$84,850$80,453$75,474$65,563$65,081$63,014
Sarah Wallis$80,076$75,048$69,783———
Elizabeth Kearney$73,494—————
Samantha Mau$72,402—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Nurtures an equitable school community inspiring active learning, social justice, and engaged citizenship.

Questions for The Avalon Charter School

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Provided by the organization

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1 program · $4.9M · in their own filed words · FY2024
01

Avalon served approxiamtely 275 students in grades 6-12 including the new online program.

$4.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$6K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$5.8M
Ln 12
Gifts and grantsLn 1h$5.7M
Fees for servicesLn 2g$57K
Other incomeLn 4–11$17K
Money outPt IX
$5.4M
Ln 25
Programscol B$4.9M
Managementcol C$490K
Owns and owesPt X
−$446K
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$5.1M
LiabilitiesLn 26$5.5M
PeoplePt VI, VII
11
listed · VII A
PaidVII A7
Voting boardVI 1a9
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.7M
Government grantsLn 1e$5.7M
Noncash giftsLn 1g$6K
Fees for servicesLn 2g$57K
Investment incomeLn 3$2K
Other incomeLn 4–11$17K
Total revenueLn 12$5.8M
Assets in detailPt X, end of year
CashLn 1$1.8M
Cash and savings togetherLn 1–2$1.8M
Land, buildings, equipmentLn 10c$1.8M
Other assetsLn 15$690K
Total assetsLn 16$5.1M
LiabilitiesLn 26$5.5M
Net assetsLn 32−$446K
OperationsPt I, VI
EmployeesI 551
VolunteersI 630
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.6M$1.8M
Land, buildings, equipmentLn 10c$2.2M$1.8M
Total assetsLn 16$5.1M$5.1M
LiabilitiesLn 26$6.0M$5.5M
Net assetsLn 32−$861K−$446K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$601K$477K$124K
Other salaries and wagesLn 7$2.5M$2.4M$74K
Pension plan contributionsLn 8$252K$231K$21K
Other employee benefitsLn 9$401K$355K$46K
Payroll taxesLn 10$225K$210K$15K
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$76K$76K
Other fees for servicesLn 11g$236K$199K$37K
Advertising and promotionLn 12$250$250
Office expensesLn 13$75K$31K$44K
Information technologyLn 14$72K$37K$35K
OccupancyLn 16$304K$304K
TravelLn 17$131K$131K
Depreciation, depletion and amortizationLn 22$427K$421K$6K
InsuranceLn 23$14K$14K
Other expenses (24a–d)Ln 24$125K$125K
Total functional expensesLn 25$5.4M$4.9M$490K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $5.8M$5.4M$415K−$446K 990 PDF
FY2024 $5.3M$5.3M−$27K−$861K 990 PDF
FY2023 $4.9M$4.6M$276K−$834K 990 PDF
FY2022 $4.7M$4.6M$163K−$1.1M 990 PDF
FY2021 $4.1M$4.4M−$302K−$1.3M 990 PDF
FY2020 $4.3M$4.6M−$246K−$971K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $5,825,092 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,202,413$5,749,363
I-9 Program service revenuePrior year $26,873$57,016
I-10 Investment incomePrior year $0$1,556
I-11 Other revenuePrior year $29,142$17,157
I-12 Total revenuePrior year $5,258,428$5,825,092
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,706,406$3,938,464
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,579,341$1,471,882
I-18 Total expensesPrior year $5,285,747$5,410,346
I-19 Revenue less expensesPrior year −$27,319$414,746
Part VI · Governance 4 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,825,092 across 8 lines filed
VIII-1e Government grants$5,704,871
VIII-1f All other contributions, gifts and grants$44,492
VIII-1g Noncash contributions (included above)$5,589
VIII-1h Total contributions, gifts and grants$5,749,363
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $57,016$57,016
VIII-3 Investment incomeExcluded from tax $1,556$1,556
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $17,157$17,157
VIII-12 Total revenueRelated to mission $74,173 · Unrelated business $0 · Excluded from tax $1,556$5,825,092
Part IX · Statement of functional expenses $5,410,346 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $477,266 · Management $123,919$601,185
IX-7 Other salaries and wagesPrograms $2,385,364 · Management $74,412$2,459,776
IX-8 Pension plan contributionsPrograms $230,894 · Management $20,636$251,530
IX-9 Other employee benefitsPrograms $354,745 · Management $46,448$401,193
IX-10 Payroll taxesPrograms $210,149 · Management $14,631$224,780
IX-11b Legal feesManagement $12,176$12,176
IX-11c Accounting feesManagement $75,538$75,538
IX-11g Other fees for servicesPrograms $198,956 · Management $37,063$236,019
IX-12 Advertising and promotionManagement $250$250
IX-13 Office expensesPrograms $30,849 · Management $44,430$75,279
IX-14 Information technologyPrograms $37,103 · Management $34,962$72,065
IX-16 OccupancyPrograms $304,234$304,234
IX-17 TravelPrograms $130,947$130,947
IX-22 Depreciation, depletion and amortizationPrograms $421,107 · Management $5,539$426,646
IX-23 InsurancePrograms $13,843$13,843
IX-24 Other expenses (24a–d)Programs $124,885$124,885
IX-25 Total functional expensesPrograms $4,920,342 · Management $490,004 · Fundraising $0$5,410,346
Part X · Balance sheet $5,068,598 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,578,853$1,823,279
X-3 Pledges and grants receivableStart of year $583,197$582,991
X-4 Accounts receivableStart of year $4,034$0
X-9 Prepaid expenses and deferred chargesStart of year $70,827$124,182
X-10c Land, buildings and equipment, netStart of year $2,152,951$1,848,448
X-15 Other assetsStart of year $716,260$689,698
X-16 Total assetsStart of year $5,106,122$5,068,598
X-17 Accounts payable and accrued expensesStart of year $562,354$617,698
X-24 Unsecured notes and loans payableStart of year $2,106,941$1,723,335
X-25 Other liabilitiesStart of year $3,297,992$3,173,984
X-26 Total liabilitiesStart of year $5,967,287$5,515,017
X-32 Total net assets or fund balancesStart of year −$861,165−$446,419
X-33 Total liabilities and net assetsStart of year $5,106,122$5,068,598
Part XI · Reconciliation of net assets −$446,419 net assets at year end
XI-1 Total revenue$5,825,092
XI-2 Total expenses$5,410,346
XI-3 Revenue less expenses$414,746
XI-4 Net assets at start of year−$861,165
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$446,419

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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