Civic Intelligence

Avis Foundation Inc.

990PF • Fiscal year 2023 • EIN 20-5063209

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 01, 2024

1909 S Main StUpland, IN 46989

(765) 998-8100

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

6th percentile

-118%

Higher net margin than 6% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$75,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

19th percentile

-3.0%

Faster asset growth than 19% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-96%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Down

$49,195,531

Down $1,504,442 (-3.0%) from 2022

Net Assets

Down

$49,195,531

Down $1,504,442 (-3.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$1,400,832

Down $32,833,039 (-96%) from 2022

Expenses

Up

$3,051,018

Up $956,945 (+46%) from 2022

Net Income

Down

-$1,650,186

Down $33,789,984 (-105%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$49,195,531
Liabilities$0
Net Assets$49,195,531

Operations Trend

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

2023

Revenue$1,400,832
Expenses$3,051,018
Net Income-$1,650,186
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 1, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha SongerExecutive DirectorPT$75,000-$75,000
Angela DarlingtonPresident-$3,000-$3,000
Marylou HabeckerVice President-$3,000-$3,000
Dr Susan WilczynskiDirector-$3,000-$3,000
Norma KorporalSecretary-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Avis Foundation Inc
EIN
20-5063209
Phone
7659988100
Address
1909 S Main St, Upland, IN 46989

Signing Officer

Name
Martha Songer
Title
Executive Director
Phone
7659988100
Signed
2024-07-01
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82133481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83111707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84334615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt851363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8621191
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC IRELAND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMER ELECTRIC POWER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BANK OF NOVA SCOTIA L/O TA-CYN RTY SPX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BERKSHIRE HATHAWAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE HATHAWAY INC NEW CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CARILLON SCOUT MID CAP FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CRANE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CRANE NXT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CREDIT SUISSE AG L/O TA-CYN RTY SPX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CSX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DELAWARE SMAL CAP CORE I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DFA US MICRO CAP FUND CLASS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INTERCONTINENTALEXCHANGE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LAUDER ESTEE COS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MERCK & CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43O REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44OLD NATL BANCORP EVANSVL IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49REGAL REXNORD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ROCKWELL AUTOMATION INC NEW

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Filings

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