Civic Intelligence

Avis Charitable Trust Ua Dated 122799 Mary a Pendleton Trustee

990PF • Fiscal year 2019 • EIN 43-6838120

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

Organization Profile
1706 Warson EstatesSt Louis, MO 63124

(314) 616-8000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

55th percentile

3.3%

Faster asset growth than 55% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$342,727

Up $10,960 (+3.3%) from 2018

Net Assets

Up

$342,727

Up $10,960 (+3.3%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Down

$32,320

Down $17,125 (-35%) from 2018

Expenses

Down

$21,360

Down $16,440 (-43%) from 2018

Net Income

Down

$10,960

Down $685 (-5.9%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $598,576Liabilities 2011: $02011Assets 2012: $497,718Liabilities 2012: $02012Assets 2013: $456,804Liabilities 2013: $02013Assets 2014: $413,961Liabilities 2014: $02014Assets 2015: $397,208Liabilities 2015: $02015Assets 2017: $320,122Liabilities 2017: $0Net Assets 2017: $320,1222017Assets 2018: $331,767Liabilities 2018: $0Net Assets 2018: $331,7672018Assets 2019: $342,727Liabilities 2019: $0Net Assets 2019: $342,7272019Assets 2020: $316,850Liabilities 2020: $0Net Assets 2020: $316,8502020Assets 2021: $349,953Liabilities 2021: $0Net Assets 2021: $349,9532021Assets 2022: $1,242,031Liabilities 2022: $0Net Assets 2022: $1,242,0312022Assets 2023: $1,154,412Liabilities 2023: $0Net Assets 2023: $1,154,4122023Assets 2024: $1,135,315Liabilities 2024: $0Net Assets 2024: $1,135,3152024

Highlighted filing

2019

Assets$342,727
Liabilities$0
Net Assets$342,727
Open 2019 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $17,765Expenses 2011: $84,000Net Income 2011: -$66,2352011Revenue 2012: $4,037Expenses 2012: $104,895Net Income 2012: -$100,8582012Revenue 2013: $87,707Expenses 2013: $128,621Net Income 2013: -$40,9142013Revenue 2014: $81,539Expenses 2014: $124,382Net Income 2014: -$42,8432014Revenue 2015: $52,688Expenses 2015: $69,441Net Income 2015: -$16,7532015Revenue 2017: $34,904Expenses 2017: $66,411Net Income 2017: -$31,5072017Revenue 2018: $49,445Expenses 2018: $37,800Net Income 2018: $11,6452018Revenue 2019: $32,320Expenses 2019: $21,360Net Income 2019: $10,9602019Revenue 2020: $12,722Expenses 2020: $38,599Net Income 2020: -$25,8772020Revenue 2021: $64,937Expenses 2021: $31,834Net Income 2021: $33,1032021Revenue 2022: $1,083,360Expenses 2022: $191,282Net Income 2022: $892,0782022Revenue 2023: $17,857Expenses 2023: $105,476Net Income 2023: -$87,6192023Revenue 2024: $49,130Expenses 2024: $68,227Net Income 2024: -$19,0972024

Highlighted filing

2019

Revenue$32,320
Expenses$21,360
Net Income$10,960
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G AVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Avis Charitable Trust Ua Dated 122799
EIN
43-6838120
Phone
3146168000
Address
1706 WARSON ESTATES, ST LOUIS, MO 63124

Signing Officer

Name
Robert G Avis
Title
Trustee
Phone
3146168000
Signed
2020-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Mo Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Steven Goestenkors
Phone
3146151200
Raw XML Appendix340 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/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT G AVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01706 WARSON ESTATES DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063124
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03149659176
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MADE DISTRIBUTIONS FROM TRUST ASSETS TO CHARITABLE ORGANIZATIONS TO BE USED FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ROBERT G AVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS OR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS OR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARNES JEWISH HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SITEMAN CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01001 HIGHLANDS PLAZA DR 140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14921 PARKVIEW PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019704
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019704
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt055809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt042872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt092666
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt092666
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0158010
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt055809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt042872
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0296
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0250676
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0250380
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0141
TaxesSchedule/TaxesDetail/Amt11219
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0141
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11219
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G AVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03146168000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVIS CHARITABLE TRUST UA DATED 122799
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROBERT G AVIS TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0AVIS
ReturnHeader/Filer/EIN0436838120
ReturnHeader/Filer/PhoneNum03146168000
ReturnHeader/Filer/USAddress/AddressLine1Txt01706 WARSON ESTATES
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063124
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 SUNNEN DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631433819
ReturnHeader/PreparerPersonGrp/PhoneNum03146151200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN GOESTENKORS
ReturnHeader/ReturnTs02020-06-22T09:23:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,727
Liabilities
$0
Net assets
$342,727
Revenue
$32,320
Expenses
$21,360
Net income
$10,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.02$0.11$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.08$0.19$0.89
2021Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.06$0.03$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.01$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.03$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$0.40$0.00$0.05$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.08$0.12$0.04
2013Summary only. Only limited summary data is available for this year.$0.46$0.00$0.09$0.13$0.04
2012Summary only. Only limited summary data is available for this year.$0.50$0.00$0.00$0.10$0.10
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.02$0.08$0.07