Civic Intelligence

Avedis Foundation

990 • Fiscal year 2014 • EIN 73-1347360

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 15, 2015

Organization ProfileAVEDISFOUNDATION.ORG

View Organization Page

20 North Broadway Suite 180073102

(405) 273-4055

Siviq Scores

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

Liabilities / Assets

27th percentile

0.13x

Higher debt load relative to assets than 27% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

1.99x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$200,000

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

65th percentile

9.2%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-61%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$126,721,376

Up $10,720,209 (+9.2%) from 2013

Net Assets

Up

$110,289,805

Up $10,299,504 (+10%) from 2013

Liabilities

Up

$16,431,571

Up $420,705 (+2.6%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin90th percentile

Revenue

$8,269,287

No earlier filing loaded for comparison.

Expenses

Up

$4,492,535

Up $1,163,934 (+35%) from 2013

Net Income

$3,776,752

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$200M$150M$100M$50M$0Assets 2010: $93,966,886Liabilities 2010: $17,562,772Net Assets 2010: $76,404,1142010Assets 2011: $100,301,234Liabilities 2011: $16,604,413Net Assets 2011: $83,696,8212011Assets 2012: $163,008,223Liabilities 2012: $68,979,110Net Assets 2012: $94,029,1132012Assets 2013: $116,001,167Liabilities 2013: $16,010,866Net Assets 2013: $99,990,3012013Assets 2014: $126,721,376Liabilities 2014: $16,431,571Net Assets 2014: $110,289,8052014Assets 2015: $125,695,562Liabilities 2015: $16,732,262Net Assets 2015: $108,963,3002015Assets 2016: $101,805,079Liabilities 2016: $3,235,615Net Assets 2016: $98,569,4642016Assets 2017: $103,907,165Liabilities 2017: $2,111,011Net Assets 2017: $101,796,1542017Assets 2019: $104,160,535Liabilities 2019: $1,877,073Net Assets 2019: $102,283,4622019Assets 2020: $101,198,799Liabilities 2020: $1,909,772Net Assets 2020: $99,289,0272020Assets 2021: $118,404,781Liabilities 2021: $1,543,642Net Assets 2021: $116,861,1392021Assets 2022: $97,303,016Liabilities 2022: $1,900,796Net Assets 2022: $95,402,2202022Assets 2023: $98,992,251Liabilities 2023: $677,3842023Assets 2024: $103,202,911Liabilities 2024: $911,469Net Assets 2024: $102,291,4422024

Highlighted filing

2014

Assets$126,721,376
Liabilities$16,431,571
Net Assets$110,289,805
Open 2014 Filing

Operations Trend

Revenue Growth1st percentile

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $62,995,0852010Expenses 2011: $60,157,2202011Revenue 2012: $54,605,511Expenses 2012: $47,459,394Net Income 2012: $7,146,1172012Expenses 2013: $3,328,6012013Revenue 2014: $8,269,287Expenses 2014: $4,492,535Net Income 2014: $3,776,7522014Revenue 2015: $3,954,223Expenses 2015: $4,176,653Net Income 2015: -$222,4302015Revenue 2016: $7,114,094Expenses 2016: $6,829,804Net Income 2016: $284,2902016Revenue 2017: $2,016,565Expenses 2017: $6,026,899Net Income 2017: -$4,010,3342017Revenue 2019: $5,039,291Expenses 2019: $6,566,164Net Income 2019: -$1,526,8732019Revenue 2020: $652,790Expenses 2020: $5,362,119Net Income 2020: -$4,709,3292020Revenue 2021: $10,006,887Expenses 2021: $4,792,692Net Income 2021: $5,214,1952021Revenue 2022: $9,866,540Expenses 2022: $6,633,013Net Income 2022: $3,233,5272022Revenue 2023: $607,109Expenses 2023: $4,896,007Net Income 2023: -$4,288,8982023Revenue 2024: $4,594,596Expenses 2024: $4,533,327Net Income 2024: $61,2692024

Highlighted filing

2014

Revenue$8,269,287
Expenses$4,492,535
Net Income$3,776,752
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 15, 2015
Return Version
2013v4.0
Gross Receipts
$111,257,692
Mission and Program Overview

Mission

Avedis foundation is a catalyst and facilitator of change through strategic investments and partnerships to improve the health and quality of life in pottawatomie county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$91,617,618$87,342,147▼ $4,275,471
Investments Other Securities$10,761,686$33,545,154▲ $22,783,468
Savings and Temporary Cash Investments$10,175,758$2,844,115▼ $7,331,643
Cash and Non-Interest-Bearing Accounts$1,129,511$973,982▼ $155,529
Prepaid Expenses and Deferred Charges$1,150,659$958,883▼ $191,776
Accounts Receivable$883,956$745,694▼ $138,262
Land, Buildings, and Equipment, Net$137,082$115,274▼ $21,808
Total Assets$116,001,167$126,721,376▲ $10,720,209
Other Assets Total$144,897$196,127▲ $51,230
Liabilities
Other Liabilities$15,874,656$15,370,549▼ $504,107
Grants Payable$117,553$1,048,192▲ $930,639
Accounts Payable and Accrued Expenses$18,657$12,830▼ $5,827
Total Liabilities$16,010,866$16,431,571▲ $420,705
Net Assets / Fund Balance
Unrestricted Net Assets$99,990,301$110,289,805▲ $10,299,504
Total Net Assets Fund Balance$99,990,301$110,289,805▲ $10,299,504
Total Liabilities and Net Assets / Fund Balance$116,001,167$126,721,376▲ $10,720,209

Asset Categories

AssetBook ValueDepreciationBasis
Land$69,678-$69,678
Other Land Buildings$31,468$14,030$45,498
Leasehold Improvements$4,335$13,007$17,342
Equipment$9,793$3,653$13,446
Other Securities$901,149--
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Karen Michelle BriggsPresident/ceFT$200,000$200,000
Karen Michelle BriggsPresident/CEO-$200,000$200,000
Michael P WarwickVice Pres/as-$14,548$14,548
Charles L ShieldsChair of the-$12,000$12,000
John a RobinsonDirector-$9,108$9,108
James Michael AdcockVP/finance C-$9,000$9,000
Kathleen S LasterVice Pres/se-$9,000$9,000
Linda J PraytorGovernance C-$9,000$9,000
Mark L FinleyV Chair/trea-$9,000$9,000
Stephen TrotterDirector-$9,000$9,000
Sudhir GuptaDirector-$9,000$9,000

Board Members and Trustees

NameTitle
Charles SkillingsDirector
Joe HodgesDirector
Lawrence StasyszenCommunicatio
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$8,155,927
Other Revenue
$113,360
Change in Net Assets
$3,776,752

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,269,287
Revenue Not Reported on Form 990
$6,522,752
Total Revenue per Audited Statements
$14,792,039
Total Revenue per Form 990
$8,269,287
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,486,424
Other Expenses$554,391
Salaries, Compensation, and Employee Benefits$451,720
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,486,424--$3,486,424
Current Officers, Directors, Trustees, and Key Employees$133,815$183,953-$317,768
Fees for Services Accounting-$102,723-$102,723
Other Salaries and Wages$75,308$18,096-$93,404
All Other Expenses-$28,262-$28,262
Occupancy-$24,000-$24,000
Depreciation Depletion-$21,809-$21,809
Payroll Taxes$12,082$4,933-$17,015
Fees for Services Legal-$13,374-$13,374
Other Expenses$64,193$12,249-$12,249
Pension Plan Contributions$8,537$3,485-$12,022
Other Employee Benefits$7,996$3,515-$11,511
Office Expenses-$10,056-$10,056
Travel-$6,558-$6,558
Insurance-$3,837-$3,837
Information Technology-$2,569-$2,569
Fees for Services Other-$2,542-$2,542
Advertising-$1,120-$1,120
Total Functional Expenses$3,788,355$704,180$0$4,492,535

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,492,535
Total Expenses per Audited Statements$4,492,535
Total Expenses per Form 990$4,492,535
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
73-6005424-501c3Walking Trails$641,742
73-1564157-501c3Charitable Support$616,600
58-0660607-501c3Charitable Support$365,023
45-5055149-501c3Charitable Support$270,000
90-0132761-501c3Charitable Support$200,000
73-0734287-501c3Playground Project$200,000
73-1166565-501c3Educational$181,000
73-1392868-GovCharitable Support$150,000
73-0795028-501c3Charitable Giving$145,896
73-6021209-501c3Educational$110,500
73-0773117-GovEducational$107,180
73-0602462-501c3Educational$105,000
73-1215510-GovCharitable Support$104,000
73-1165801-501c3Educational$60,098
73-6111618-GovCharitable Support$57,084
73-1555178--Charitable Support$32,000
01-0946757-GovEducational$30,000
73-1458135--Community Center$30,000
73-0939118-501c3Educational$28,964
73-0580263-GovCharitable Support$15,000
73-1580143-GovComputer Center$14,200
90-0644385-501c3Charitable Support$6,000
73-1564157-GovCharitable Support$5,800
73-1138726-501c3Charitable Support$5,500

International Summary

Spending
$1,916,621

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
BermudaInvestments---$1,916,621
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Commitment Payable$15,000,000
ACCRUED WORKER'S COMPENSATION$183,629
Due From Mcr/mcd$125,000
Other Medical & General$40,671
Accrued Payroll$7,619
Accrued Vacation/sick Pay$7,077
Accrued Payroll Taxes$4,553
PAYABLES: 401K$2,000
Payable Accrual-
Due to Ssm-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“The organization delegated the following duties: bookkeeping, tax & payroll - finley & cook, pllc investment management - graystone consulting, morgan stanley wealth management oil & gas management - bancfirst trust & investment managment workers' compensation - workmed benefit services”

Form 990, Page 6, Part VI, Line 11B

“A copy is presented to the board prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization regularly and consistently monitors and enforces compliance with this policy.”

Form 990, Page 6, Part VI, Line 15A

“The process for determining the compensation of the ceo includes a review and approval by an independent committee. The review includes comparability data, contemporaneous substantiation, deliberation, and a decision.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
73-1347360

Signing Officer

Name
Michelle Briggs
Title
President & CEO
Signed
2015-04-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Briggs
Formed
1989
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
12
Employees
3
Volunteers
1

Preparer

Preparer
Jeffrey Collins
Phone
4052397961
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 4B

“CAYMAN ISLANDS, BERMUDA”

Financial Statement Notes

Schedule D, Page 3, Part X

“Management evaluates the foundations tax positions and has concluded that the foundation has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. With few exceptions, the foundation is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for years ending on or before june 30, 2010.”

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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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IRS990/MissionDesc0AVEDIS FOUNDATION IS A CATALYST AND FACILITATOR OF CHANGE THROUGH STRATEGIC INVESTMENTS AND PARTNERSHIPS TO IMPROVE THE HEALTH AND QUALITY OF LIFE IN POTTAWATOMIE COUNTY.
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IRS990/OtherExpensesGrp/Desc1AWARDS & DISCRETIONARY
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212249
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IRS990/OtherExpensesGrp/TotalAmt164193
IRS990/OtherExpensesGrp/TotalAmt217194
IRS990/OtherExpensesGrp/TotalAmt312249
IRS990/OtherLiabilitiesGrp/BOYAmt015874656
IRS990/OtherLiabilitiesGrp/EOYAmt015370549
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04564
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IRS990/OtherRevenueTotalAmt04564
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018096
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt075308
IRS990/OtherSalariesAndWagesGrp/TotalAmt093404
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04933
IRS990/PayrollTaxesGrp/ProgramServicesAmt012082
IRS990/PayrollTaxesGrp/TotalAmt017015
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03485
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08537
IRS990/PensionPlanContributionsGrp/TotalAmt012022
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01150659
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0958883
IRS990/PrincipalOfficerNm0MICHELLE BRIGGS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt017360
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0261288
IRS990/PYInvestmentIncomeAmt02650301
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IRS990/PYOtherRevenueAmt036369
IRS990/PYRevenuesLessExpensesAmt0-624571
IRS990/PYSalariesCompEmpBnftPaidAmt0413266
IRS990/PYTotalExpensesAmt03328601
IRS990/PYTotalRevenueAmt02704030
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03776752
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0108796
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0108796
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010175758
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02844115
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0RENT REVENUE FROM SPECIALTY CLINIC 434,243 JOINT VENTURE INCOME 580,089 MEDICARE EHR INCENTIVES 2,321,469 OTHER REVENUE 2,133,892 GIFT SHOP REVENUE 527,699
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0335075
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0451008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0541954
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01143692
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0870309
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt053361922
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt062259117
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt065086092
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0180707131
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02653735
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0890857
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01143692
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0870309
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IRS990ScheduleA/InvestmentIncomePYPct00.02000
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0702
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03523363
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01497587
IRS990ScheduleA/OtherIncome509Grp/TotalAmt05997392
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IRS990ScheduleA/PublicSupportPY509Pct00.95210
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062710125
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt065628046
IRS990ScheduleA/Total509Grp/TotalAmt0182052528
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,721,376
Liabilities
$16,431,571
Net assets
$110,289,805
Revenue
$8,269,287
Expenses
$4,492,535
Net income
$3,776,752
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.91$102$4.59$4.53$0.06
2023Summary only. Only limited summary data is available for this year.$99.0$0.68$0.61$4.90$4.29
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.3$1.90$95.4$9.87$6.63$3.23
2021Detailed filing. Detailed filing data is available for this year.$118$1.54$117$10.0$4.79$5.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$1.91$99.3$0.65$5.36$4.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$104$1.88$102$5.04$6.57$1.53
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$104$2.11$102$2.02$6.03$4.01
2016Detailed filing. Detailed filing data is available for this year.$102$3.24$98.6$7.11$6.83$0.28
2015Summary only. Only limited summary data is available for this year.$126$16.7$109$3.95$4.18$0.22
2014Detailed filing. Detailed filing data is available for this year.$127$16.4$110$8.27$4.49$3.78
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$116$16.0$100.0$3.33
2012Summary only. Only limited summary data is available for this year.$163$69.0$94.0$54.6$47.5$7.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$16.6$83.7$60.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.0$17.6$76.4$63.0