Civic Intelligence

Advia Foundation

EIN 47-2281678 • 501(c)3 • Kalamazoo, MI

Pub. 78 Eligible990-N Coverage

Profile

Community Grants

6400 West Main StreetKalamazoo, MI 49009

adviacu.org/foundation

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

89th percentile

59%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$34,308

Up $23,319 (+212%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$34,308

Up $23,319 (+212%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin92nd percentile

Revenue

Down

$64,360

Down $11,242 (-15%) from 2023

Expenses

Down

$41,041

Down $106,548 (-72%) from 2023

Net Income

Up

$23,319

Up $95,306 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2018: $34,163Liabilities 2018: $02018Assets 2019: $38,941Liabilities 2019: $02019Assets 2020: $44,966Liabilities 2020: $0Net Assets 2020: $44,9662020Assets 2021: $52,046Liabilities 2021: $0Net Assets 2021: $52,0462021Assets 2022: $82,976Liabilities 2022: $0Net Assets 2022: $82,9762022Assets 2023: $10,989Liabilities 2023: $0Net Assets 2023: $10,9892023Assets 2024: $34,308Liabilities 2024: $0Net Assets 2024: $34,3082024

Highlighted filing

2024

Assets$34,308
Liabilities$0
Net Assets$34,308
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2018: $71,911Expenses 2018: $45,146Net Income 2018: $26,7652018Revenue 2019: $49,322Expenses 2019: $45,615Net Income 2019: $3,7072019Revenue 2020: $41,677Expenses 2020: $35,652Net Income 2020: $6,0252020Revenue 2021: $32,406Expenses 2021: $25,326Net Income 2021: $7,0802021Revenue 2022: $51,119Expenses 2022: $20,189Net Income 2022: $30,9302022Revenue 2023: $75,602Expenses 2023: $147,589Net Income 2023: -$71,9872023Revenue 2024: $64,360Expenses 2024: $41,041Net Income 2024: $23,3192024

Highlighted filing

2024

Revenue$64,360
Expenses$41,041
Net Income$23,319
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,308
Liabilities
$0
Net assets
$34,308
Revenue
$64,360
Expenses
$41,041
Net income
$23,319
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.64$0.41$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.76$1.48$0.72
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.51$0.20$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.32$0.25$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.42$0.36$0.06
2019Summary only. Only limited summary data is available for this year.$0.39$0.00$0.49$0.46$0.04
2018Summary only. Only limited summary data is available for this year.$0.34$0.00$0.72$0.45$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.0
Gross Receipts
$64,360
Mission and Program Overview

Mission

Community Grants

Program Services

DescriptionGrantsExpenses
Advia Foundation awarded 28 youth scholarships in 2024. 5 Advancing Lives Grants. Grant recipients include: Holiday Home Camp, Beloit Cares, Big Brothers, Big Sisters, Salvation Army and The Christmas Room.$40,952$40,952
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy LoftisPresident-$0--
Karelyn MeertTreasurer-$0--
Ray BlackDirector-$0--
Jeff FielderDirector-$0--
Casandra MurraySecretary-$0--
Grace LubwamaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Advia Foundation
EIN
47-2281678
Phone
8442384228
Address
6400 West Main Street, Kalamazoo, MI 49009

Signing Officer

Name
Karelyn Meert
Title
Assistant Manager of Accounting
Phone
8442384228
Signed
2025-04-17
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Annual State reporting fee's”

Raw XML Appendix204 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Karelyn Meert
IRS990EZ/BooksInCareOfDetail/PhoneNum08442384228
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06400 West Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kalamazoo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010989
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034308
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt064360
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt023319
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010989
IRS990EZ/Form990TotalAssetsGrp/EOYAmt034308
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040952
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064360
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010989
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034308
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010989
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034308
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nancy Loftis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karelyn Meert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ray Black
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeff Fielder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Casandra Murray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Grace Lubwama
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt089
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Community Grants
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Advia Foundation awarded 28 youth scholarships in 2024. 5 Advancing Lives Grants. Grant recipients include: Holiday Home Camp, Beloit Cares, Big Brothers, Big Sisters, Salvation Army and The Christmas Room.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040952
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040952
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/StatesWhereCopyOfReturnIsFldCd1MI
IRS990EZ/StatesWhereCopyOfReturnIsFldCd2WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt041041
IRS990EZ/TotalProgramServiceExpensesAmt040952
IRS990EZ/TotalRevenueAmt064360
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0adviacu.org/foundation
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt047890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032406
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt041677
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0261935
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01
IRS990ScheduleA/PublicSupportPY509Pct00.97680
IRS990ScheduleA/PublicSupportTotal509Amt0261935
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt064360
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075602
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt047890
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt032406
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt041677
IRS990ScheduleA/Total509Grp/TotalAmt0261935
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt064360
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt075602
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047890
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt032406
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt041677
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0261935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Annual State reporting fee's
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Karelyn Meert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Manager of Accounting
ReturnHeader/BusinessOfficerGrp/PhoneNum08442384228
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVIA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ADVI
ReturnHeader/Filer/EIN0472281678
ReturnHeader/Filer/PhoneNum08442384228
ReturnHeader/Filer/USAddress/AddressLine1Txt06400 West Main Street
ReturnHeader/Filer/USAddress/CityNm0Kalamazoo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049009
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-04-30T12:33:52-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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