Civic Intelligence

Avis Foundation Inc.

990PF • Fiscal year 2020 • EIN 20-5063209

Jan 01, 2020 to Dec 31, 2020 • Filed on May 11, 2021

Organization Profile
PO Box 218Upland, IN 46989-0218

(765) 997-9052

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

628%

Higher net margin than 100% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$100,000

Higher top officer pay than 37% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

10th percentile

-6.6%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$18,064,466

Down $1,268,214 (-6.6%) from 2019

Net Assets

Down

$18,064,466

Down $1,268,214 (-6.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$202,020

Down $4,662,994 (-105%) from 2019

Expenses

Up

$1,066,194

Up $120,801 (+13%) from 2019

Net Income

Down

-$1,268,214

Down $4,783,795 (-136%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60M$40M$20M$0Assets 2011: $30,659Liabilities 2011: $02011Assets 2012: $13,487Liabilities 2012: $0Net Assets 2012: $13,4872012Assets 2013: $157,164Liabilities 2013: $0Net Assets 2013: $157,1642013Assets 2014: $154,253Liabilities 2014: $0Net Assets 2014: $154,2532014Assets 2015: $173,125Liabilities 2015: $0Net Assets 2015: $173,1252015Assets 2016: $138,039Liabilities 2016: $0Net Assets 2016: $138,0392016Assets 2017: $154,028Liabilities 2017: $0Net Assets 2017: $154,0282017Assets 2018: $15,817,099Liabilities 2018: $0Net Assets 2018: $15,817,0992018Assets 2019: $19,332,680Liabilities 2019: $0Net Assets 2019: $19,332,6802019Assets 2020: $18,064,466Liabilities 2020: $0Net Assets 2020: $18,064,4662020Assets 2021: $18,560,175Liabilities 2021: $0Net Assets 2021: $18,560,1752021Assets 2022: $50,699,973Liabilities 2022: $0Net Assets 2022: $50,699,9732022Assets 2023: $49,195,531Liabilities 2023: $0Net Assets 2023: $49,195,5312023Assets 2024: $51,820,169Liabilities 2024: $0Net Assets 2024: $51,820,1692024

Highlighted filing

2020

Assets$18,064,466
Liabilities$0
Net Assets$18,064,466
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $0Expenses 2011: $26,208Net Income 2011: -$26,2082011Expenses 2012: $17,1722012Revenue 2013: $155,000Expenses 2013: $11,323Net Income 2013: $143,6772013Revenue 2014: $60,000Expenses 2014: $62,911Net Income 2014: -$2,9112014Revenue 2015: $60,000Expenses 2015: $41,128Net Income 2015: $18,8722015Revenue 2016: $60,000Expenses 2016: $95,086Net Income 2016: -$35,0862016Revenue 2017: $60,000Expenses 2017: $44,011Net Income 2017: $15,9892017Revenue 2018: $15,679,107Expenses 2018: $16,036Net Income 2018: $15,663,0712018Revenue 2019: $4,460,974Expenses 2019: $945,393Net Income 2019: $3,515,5812019Revenue 2020: -$202,020Expenses 2020: $1,066,194Net Income 2020: -$1,268,2142020Revenue 2021: $1,722,538Expenses 2021: $1,226,829Net Income 2021: $495,7092021Revenue 2022: $34,233,871Expenses 2022: $2,094,073Net Income 2022: $32,139,7982022Revenue 2023: $1,400,832Expenses 2023: $3,051,018Net Income 2023: -$1,650,1862023Revenue 2024: $5,766,773Expenses 2024: $3,142,135Net Income 2024: $2,624,6382024

Highlighted filing

2020

Revenue-$202,020
Expenses$1,066,194
Net Income-$1,268,214
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA SONGERExecutive DiFT$100,000-$100,000
ANGELA DARLINGTONPresident/Di-$3,000-$3,000
MARYLOU HABECKERVice Preside-$3,000-$3,000
DR SUSAN WILCZYNSKIDirector-$3,000-$3,000
NORMA KORPORALSecretary-$1,000-$1,000
SALLY BRINERTreasurer-$500-$500
Filing and Contact Details

Filer

Filer Name
Avis Foundation Inc
EIN
20-5063209
Phone
7659979052
Address
PO BOX 218, UPLAND, IN 46989-0218

Signing Officer

Name
Martha Songer
Title
Executive Director
Phone
7659979052
Signed
2021-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Leonard J Andorfer & Co Llp
Address
110 W BERRY STREET STE 2202, FORT WAYNE, IN 46802-2311
Preparer
Cynthia M Wirtner CPA
Phone
2604239405
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SOUTHWEST AIRLINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TIFFANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63TJX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73WOODWARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74YUM CHINA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75YUM BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76ZIMMER BIOMET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16250000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2244544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23386166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BOFA FINANCE LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACKROCK STRATEGIC INC OP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BLACKSTONE REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BRADDOCK MULTI-STRATEGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CAMBIAR INTERNATL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CITGROUP GLOBAL MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6COLUMBIA MORTAGE OPP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CAUSEWAY EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8CREDIT SUISSE AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DFA EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10DFA INTERNATL SMALL CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DFA US MICRO CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GS FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14ISHARES J MORGAN USD EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15ISHARES MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16ISHARES CORE MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES CORE MSCI EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18JPMORGAN CHASE FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19LAZARD INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20MORGAN STANLEY FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21MORGAN STANLEY FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22MORGAN STANLEY FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23PIMCO INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24ROYAL BANK OF CANADA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25TEMPLETON GLOBAL SMALLER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26VANGUARD SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27VANGUARD MIDCAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28VANGUARD INFO TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29VANGUARD ULTRA SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0244000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1818311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21060591
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0281564
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09347
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-202020
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03050
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0462265
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0110500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0110500
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0823560
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0281564
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04372610
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt043302
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt043302
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0363627
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0137399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0137399
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt098638
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt07650

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Filings

Displayed year

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

Open filing
Assets
$18,064,466
Liabilities
$0
Net assets
$18,064,466
Revenue
-$202,020
Expenses
$1,066,194
Net income
-$1,268,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$5.77$3.14$2.62
2023Detailed filing. Detailed filing data is available for this year.$49.2$0.00$49.2$1.40$3.05$1.65
2022Detailed filing. Detailed filing data is available for this year.$50.7$0.00$50.7$34.2$2.09$32.1
2021Detailed filing. Detailed filing data is available for this year.$18.6$0.00$18.6$1.72$1.23$0.50
2020Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.20$1.07$1.27
2019Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$4.46$0.95$3.52
2018Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$15.7$0.02$15.7
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.06$0.04$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.06$0.10$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.16$0.01$0.14
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.02
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.03$0.03