Civic Intelligence

Advia Foundation

990EZ • Fiscal year 2023 • EIN 47-2281678

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

6400 West Main StreetKalamazoo, MI 49009

(844) 238-4228

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

6th percentile

-95%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

4th percentile

-87%

Faster asset growth than 4% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

48%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$10,989

Down $71,987 (-87%) from 2022

Net Assets

Down

$10,989

Down $71,987 (-87%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$75,602

Up $24,483 (+48%) from 2022

Expenses

Up

$147,589

Up $127,400 (+631%) from 2022

Net Income

Down

-$71,987

Down $102,917 (-333%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$10,989
Liabilities$0
Net Assets$10,989

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$75,602
Expenses$147,589
Net Income-$71,987
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$75,602
Mission and Program Overview

Mission

Community Grants

Program Services

DescriptionGrantsExpenses
Advia Foundation awarded 30 youth scholarships and 29 other community scholarships ranging from $1,000 to $10,000.$147,500$147,500
Annual state reporting fee's$0$89
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy LoftisPresident-$0--
Karelyn MeertTreasurer-$0--
Ray BlackDirector-$0--
Jeff FielderDirector-$0--
Marty DoornDirector-$0--
Casandra MurraySecretary-$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
2024-05-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

Advancing Lives Grants and Youth Scholarships

Form 990-EZ, Part I, Line 16

Annual State Renewal

Raw XML Appendix213 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08442384228
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06400 West Main Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Kalamazoo
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd049009
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt082976
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt010989
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Karelyn Meert
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ray Black
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeff Fielder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Marty Doorn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Casandra Murray
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
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 30 youth scholarships and 29 other community scholarships ranging from $1,000 to $10,000.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Annual state reporting fee's
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0147500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0147500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt189
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/TotalExpensesAmt0147589
IRS990EZ/TotalProgramServiceExpensesAmt0147589
IRS990EZ/TotalRevenueAmt075602
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0adviacu.org/foundation
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0241170
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97680
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IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt075602
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advancing Lives Grants and Youth Scholarships
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Annual State Renewal
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Karelyn Meert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Manager of Accounting
ReturnHeader/BusinessOfficerGrp/PhoneNum08442384228
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
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/ReturnTs02024-05-14T10:31:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Karelyn
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Meert
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings