Civic Intelligence

Avery Family Trust

990PF • Fiscal year 2021 • EIN 73-6314003

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

101 Cook StreetDenver, CO 80206

(312) 879-2000

Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.00x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $5,743,567 (-100%) from 2020

Net Assets

Down

$0

Down $5,743,567 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$0

Down $371,196 (-100%) from 2020

Expenses

Down

$0

Down $867,197 (-100%) from 2020

Net Income

Up

$0

Up $496,001 (+100%) from 2020

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $8,240,883Liabilities 2012: $0Net Assets 2012: $8,240,8832012Assets 2013: $7,815,363Liabilities 2013: $0Net Assets 2013: $7,815,3632013Assets 2014: $7,490,009Liabilities 2014: $0Net Assets 2014: $7,490,0092014Assets 2015: $7,277,492Liabilities 2015: $0Net Assets 2015: $7,277,4922015Assets 2016: $7,016,668Liabilities 2016: $0Net Assets 2016: $7,016,6682016Assets 2017: $6,675,178Liabilities 2017: $0Net Assets 2017: $6,675,1782017Assets 2018: $6,560,146Liabilities 2018: $0Net Assets 2018: $6,560,1462018Assets 2019: $6,220,933Liabilities 2019: $0Net Assets 2019: $6,220,9332019Assets 2020: $5,743,567Liabilities 2020: $0Net Assets 2020: $5,743,5672020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $12,934,344Liabilities 2022: $0Net Assets 2022: $12,934,3442022Assets 2023: $8,950,926Liabilities 2023: $0Net Assets 2023: $8,950,9262023Assets 2024: $9,032,454Liabilities 2024: $0Net Assets 2024: $9,032,4542024

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2012: $520,4082012Revenue 2013: $293,624Expenses 2013: $719,147Net Income 2013: -$425,5232013Revenue 2014: $322,937Expenses 2014: $648,291Net Income 2014: -$325,3542014Revenue 2015: $450,598Expenses 2015: $663,115Net Income 2015: -$212,5172015Revenue 2016: $426,975Expenses 2016: $687,799Net Income 2016: -$260,8242016Revenue 2017: $638,296Expenses 2017: $863,810Net Income 2017: -$225,5142017Revenue 2018: $704,761Expenses 2018: $819,793Net Income 2018: -$115,0322018Revenue 2019: $371,634Expenses 2019: $803,803Net Income 2019: -$432,1692019Revenue 2020: $371,196Expenses 2020: $867,197Net Income 2020: -$496,0012020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $283,280Expenses 2022: $718,895Net Income 2022: -$435,6152022Revenue 2023: $8,624,582Expenses 2023: $879,202Net Income 2023: $7,745,3802023Revenue 2024: $1,308,605Expenses 2024: $1,204,263Net Income 2024: $104,3422024

Highlighted filing

2021

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE STEELMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Avery Family Trust
EIN
73-6314003
Address
101 COOK STREET, DENVER, CO 80206

Signing Officer

Name
Midfirst Bank
Title
Trust Officer
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Donna S Gikas
Phone
3128792000
Raw XML Appendix205 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MIDFIRST BANK
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0C/O STEPHANIE STEELM
IRS990PF/StatementsRegardingActyGrp/PhoneNum09182936860
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MIDFIRST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVERY FAMILY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AVER
ReturnHeader/Filer/EIN0736314003
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 COOK STREET
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA S GIKAS
ReturnHeader/ReturnTs02022-11-15T10:00:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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