Civic Intelligence

Aventacares

990EZ • Fiscal year 2020 • EIN 46-4128982

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

PO Box 201Colorado Springs, CO 80901

(719) 482-7600

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

72nd percentile

23%

Higher net margin than 72% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

60th percentile

12%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

19%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$151,771

Up $16,136 (+12%) from 2019

Net Assets

Up

$151,771

Up $16,136 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$71,209

Up $11,161 (+19%) from 2019

Expenses

Up

$55,073

Up $18,815 (+52%) from 2019

Net Income

Down

$16,136

Down $7,654 (-32%) from 2019

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2015: $14,732Liabilities 2015: $0Net Assets 2015: $14,7322015Assets 2018: $111,845Liabilities 2018: $02018Assets 2019: $135,635Liabilities 2019: $0Net Assets 2019: $135,6352019Assets 2020: $151,771Liabilities 2020: $0Net Assets 2020: $151,7712020Assets 2021: $165,086Liabilities 2021: $0Net Assets 2021: $165,0862021Assets 2022: $192,281Liabilities 2022: $0Net Assets 2022: $192,2812022Assets 2023: $173,538Liabilities 2023: $0Net Assets 2023: $173,5382023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$151,771
Liabilities$0
Net Assets$151,771

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2015: $29,800Expenses 2015: $15,068Net Income 2015: $14,7322015Revenue 2018: $88,674Expenses 2018: $46,564Net Income 2018: $42,1102018Revenue 2019: $60,048Expenses 2019: $36,258Net Income 2019: $23,7902019Revenue 2020: $71,209Expenses 2020: $55,073Net Income 2020: $16,1362020Revenue 2021: $53,227Expenses 2021: $39,912Net Income 2021: $13,3152021Revenue 2022: $79,908Expenses 2022: $52,713Net Income 2022: $27,1952022Revenue 2023: $45,012Expenses 2023: $63,755Net Income 2023: -$18,7432023Revenue 2024: $2,216Expenses 2024: $175,754Net Income 2024: -$173,5382024

Highlighted filing

2020

Revenue$71,209
Expenses$55,073
Net Income$16,136
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$71,209
Mission and Program Overview

Mission

AventaCares supports charitable activities in the areas that Aventa Credit Union serves, with the goal of improving the quality of life in our communities.

Aventa foundation is committed to strengthening communities in southern colorado with a focus on health and wellness.

Program Services

DescriptionGrantsExpenses
SUPPORTED CRESTONE PEAK COMMUNITY HOUSING$35,000$35,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AKIA TANARAChairPT$0--
GREG MILLSVice Chair-$0--
SARAH KOEHN FREYSeretary-$0--
MICHAEL FANSLERTreasurer-$0--
TERRY ZARSKYDirector-$0--
MICHELLE BRACEWELLDirecotr-$0--
Filing and Contact Details

Filer

Filer Name
Aventa Foundation
EIN
46-4128982
Phone
7194827600
Address
PO BOX 201, COLORADO SPRINGS, CO 80901

Signing Officer

Name
Gregory Mills
Title
Vice Chair
Phone
7194827600
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Jones Mertsching Cpas Pc
Address
32186 CASTLE COURT SUITE 220, EVERGREEN, CO 80439
Preparer
Eric L Jones CPA
Phone
3034809090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest short term cd. Amount: 2,275.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: paypal credit. Amount: 2.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: donations and grants. Grantee name: crestone peak community housing. Grantee address: po box 911 crestone, co 81131. Amount given: 35,000. Total included on form 990-ez, line 10: 35,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office supplies. Amount: 117. Description: membership filing fees. Amount: 957. Description: technology. Amount: 3,623. Description: insurance. Amount: 1,273. Description: travel & meetings. Amount: 1,165. Total to form 990-ez, line 16: 7,135.

Form 990-ez, Part II, Line 24 - Other Assets

Description: cd investments. Beg. Of year amount: 74,443. End of year amount: 89,453.

Raw XML Appendix176 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLORADO SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080901
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AKIA TANARA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG MILLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARAH KOEHN FREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICHAEL FANSLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TERRY ZARSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE BRACEWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SERETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECOTR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt089453
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07135
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0AVENTA FOUNDATION IS COMMITTED TO STRENGTHENING COMMUNITIES IN SOUTHERN COLORADO WITH A FOCUS ON HEALTH AND WELLNESS.
IRS990EZ/PrintingPublicationsPostageAmt0107
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt035000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035000
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt055073
IRS990EZ/TotalProgramServiceExpensesAmt035000
IRS990EZ/TotalRevenueAmt071209
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AVENTAFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt068932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt088158
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0310850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02275
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0516
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04415
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98600
IRS990ScheduleA/PublicSupportPY170Pct00.99220
IRS990ScheduleA/PublicSupportTotal170Amt0310850
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt068932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt088158
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055183
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039951
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0310850
IRS990ScheduleA/TotalSupportAmt0315265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST SHORT TERM CD. AMOUNT: 2,275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PAYPAL CREDIT. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: DONATIONS AND GRANTS. GRANTEE NAME: CRESTONE PEAK COMMUNITY HOUSING. GRANTEE ADDRESS: PO BOX 911 CRESTONE, CO 81131. AMOUNT GIVEN: 35,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 35,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 117. DESCRIPTION: MEMBERSHIP FILING FEES. AMOUNT: 957. DESCRIPTION: TECHNOLOGY. AMOUNT: 3,623. DESCRIPTION: INSURANCE. AMOUNT: 1,273. DESCRIPTION: TRAVEL & MEETINGS. AMOUNT: 1,165. TOTAL TO FORM 990-EZ, LINE 16: 7,135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CD INVESTMENTS. BEG. OF YEAR AMOUNT: 74,443. END OF YEAR AMOUNT: 89,453.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY MILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07194827600
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVENTA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVEN
ReturnHeader/Filer/EIN0464128982
ReturnHeader/Filer/PhoneNum07194827600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 201
ReturnHeader/Filer/USAddress/CityNm0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840919886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES MERTSCHING CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032186 CASTLE COURT SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVERGREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080439
ReturnHeader/PreparerPersonGrp/PhoneNum03034809090
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC L JONES CPA
ReturnHeader/ReturnTs02021-11-08T13:22:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings