Civic Intelligence

Avis Charitable Trust Ua Dated 122799 Mary a Pendleton Trustee

990PF • Fiscal year 2020 • EIN 43-6838120

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 12, 2021

Organization Profile
4046 Crayton RoadNaples, FL 34103

(314) 616-7444

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

6th percentile

-203%

Higher net margin than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.6%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-61%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$316,850

Down $25,877 (-7.6%) from 2019

Net Assets

Down

$316,850

Down $25,877 (-7.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$12,722

Down $19,598 (-61%) from 2019

Expenses

Up

$38,599

Up $17,239 (+81%) from 2019

Net Income

Down

-$25,877

Down $36,837 (-336%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$316,850
Liabilities$0
Net Assets$316,850
Open 2020 Filing

Operations Trend

Revenue Growth17th 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

2020

Revenue$12,722
Expenses$38,599
Net Income-$25,877
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY A PENDLETONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Avis Charitable Trust Ua Dated 122799
EIN
43-6838120
Phone
3146167444
Address
4046 CRAYTON ROAD, NAPLES, FL 34103

Signing Officer

Name
Mary a Pendleton
Title
Trustee
Phone
3146167444
Signed
2021-02-12
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 Appendix329 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14921 PARKVIEW PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22143 NORTH BALLAS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 20002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42723 KING STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ASHEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422302
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036600
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/AppliedToCurrentYearAmt021731
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021731
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt055809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt042872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt042872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0130007
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014869
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt043604
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt055809
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014869
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0172879
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0158010
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0299
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0299
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY A PENDLETON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03146167444
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVIS CHARITABLE TRUST UA DATED 122799
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MARY A PENDLETON TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0AVIS
ReturnHeader/Filer/EIN0436838120
ReturnHeader/Filer/PhoneNum03146167444
ReturnHeader/Filer/USAddress/AddressLine1Txt04046 CRAYTON ROAD
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034103
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/PreparationDt02021-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN GOESTENKORS
ReturnHeader/ReturnTs02021-03-09T08:29:10-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PENDLETON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$316,850
Liabilities
$0
Net assets
$316,850
Revenue
$12,722
Expenses
$38,599
Net income
-$25,877
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