Civic Intelligence

Avery Foundation

990EZ • Fiscal year 2019 • EIN 82-1688382

Jan 01, 2019 to Dec 31, 2019 • Filed on May 19, 2020

Organization ProfileAVERYFNDTN.ORG
3058 Deerwood CircleDubuque, IA 52003

(563) 231-6117

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

55th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-9.3%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

30th percentile

-8.6%

Faster asset growth than 30% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$60,210

Down $5,632 (-8.6%) from 2018

Net Assets

Down

$60,210

Down $5,632 (-8.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin25th percentile

Revenue

Up

$60,776

Up $7,131 (+13%) from 2018

Expenses

Up

$66,408

Up $32,101 (+94%) from 2018

Net Income

Down

-$5,632

Down $24,970 (-129%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2017: $46,504Liabilities 2017: $0Net Assets 2017: $46,5042017Assets 2018: $65,842Liabilities 2018: $0Net Assets 2018: $65,8422018Assets 2019: $60,210Liabilities 2019: $0Net Assets 2019: $60,2102019Assets 2020: $57,748Liabilities 2020: $0Net Assets 2020: $57,7482020Assets 2021: $17,187Liabilities 2021: $0Net Assets 2021: $17,1872021Assets 2022: $39,173Liabilities 2022: $0Net Assets 2022: $39,1732022Assets 2023: $86,768Liabilities 2023: $0Net Assets 2023: $86,7682023Assets 2024: $181,614Liabilities 2024: $0Net Assets 2024: $181,6142024Assets 2025: $139,303Liabilities 2025: $0Net Assets 2025: $139,3032025

Highlighted filing

2019

Assets$60,210
Liabilities$0
Net Assets$60,210
Open 2019 Filing

Operations Trend

Revenue Growth67th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $59,794Expenses 2017: $13,290Net Income 2017: $46,5042017Revenue 2018: $53,645Expenses 2018: $34,307Net Income 2018: $19,3382018Revenue 2019: $60,776Expenses 2019: $66,408Net Income 2019: -$5,6322019Revenue 2020: $64,047Expenses 2020: $66,509Net Income 2020: -$2,4622020Revenue 2021: $106,836Expenses 2021: $147,397Net Income 2021: -$40,5612021Revenue 2022: $163,987Expenses 2022: $142,001Net Income 2022: $21,9862022Revenue 2023: $179,647Expenses 2023: $132,052Net Income 2023: $47,5952023Revenue 2024: $295,090Expenses 2024: $200,244Net Income 2024: $94,8462024Revenue 2025: $199,971Expenses 2025: $242,282Net Income 2025: -$42,3112025

Highlighted filing

2019

Revenue$60,776
Expenses$66,408
Net Income-$5,632
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 19, 2020
Return Version
2019v5.1
Gross Receipts
$71,747
Mission and Program Overview

Mission

To assist patients with travel expenses

Program Services

DescriptionGrantsExpenses
TO HELP PATIENTS AND THEIR FAMILIES WITH TRAVEL, MEALS AND LODGING EXPENSES DURING THEIR TREATMENTS OUT OF TOWN OR PATIENTS TRAVELING INTO DUBUQUE FOR TREATMENTS.$33,867$66,408
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD J AVEREYDirectorPT$0--
RHONDA DUNBARDirector-$0--
MARY AVERYDirector-$0--
JAMES CARNEYDirector-$0--
THOMAS THOLEDirector-$0--
ROBERT AVERYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala----
Filing and Contact Details

Filer

Filer Name
Avery Foundation
EIN
82-1688382
Address
3058 DEERWOOD CIRCLE, DUBUQUE, IA 52003

Signing Officer

Name
Ronald Avery
Title
Director
Phone
5632316117
Signed
2020-05-19
Discuss with paid preparer
Yes

Preparer

Firm
Theisen Bookkeeping & Tax Service
Address
1950 JOHN F KENNEDY RD, DUBUQUE, IA 52002
Preparer
Michael J Theisen
Phone
5635833587
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity MEDICAL TRAVEL Grantee VARIOUS UNDER 5000 Street DUBUQUE City, State, Zip Dubuque, IA 52001Relationship NONE Amount 33,867”

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 5,580ADVERTISING 24,965INSURANCE 964LICENSES 366OFFICE SUPPLIES 351”

Description of other assets Part II line 24

“Category Beginning of Year End of YearEQUIPMENT AND VEHICLES 21,621 16,041”

Raw XML Appendix172 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/PersonNm0RONALD J AVEREY 1 Individ
IRS990EZ/BooksInCareOfDetail/PhoneNum05632316117
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03058 DEERWOOD CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBUQUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052003
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044221
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044169
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt046218
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5632
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0150
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt065842
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060210
IRS990EZ/FundraisingGrossIncomeAmt025496
IRS990EZ/GrantsAndSimilarAmountsPaidAmt033867
IRS990EZ/GrossReceiptsAmt071747
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt033
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065842
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060210
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065842
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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/PersonNm0RONALD J AVEREY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RHONDA DUNBAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JAMES CARNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS THOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROBERT AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021621
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016041
IRS990EZ/OtherExpensesTotalAmt032226
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST PATIENTS WITH TRAVEL EXPENSES
IRS990EZ/PrintingPublicationsPostageAmt0165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO HELP PATIENTS AND THEIR FAMILIES WITH TRAVEL, MEALS AND LODGING EXPENSES DURING THEIR TREATMENTS OUT OF TOWN OR PATIENTS TRAVELING INTO DUBUQUE FOR TREATMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt033867
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066408
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010971
IRS990EZ/SpecialEventsNetIncomeLossAmt014525
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt066408
IRS990EZ/TotalProgramServiceExpensesAmt066408
IRS990EZ/TotalRevenueAmt060776
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AVERYFNDTN.ORG
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0134308
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt056
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt025496
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt015903
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt014693
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt056092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt056
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0190400
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt061052
IRS990ScheduleA/Total509Grp/TotalAmt0190400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057657
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt061052
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0190456
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity MEDICAL TRAVEL Grantee VARIOUS UNDER 5000 Street DUBUQUE City, State, Zip Dubuque, IA 52001Relationship NONE Amount 33,867
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountDepreciation from 4562 5,580ADVERTISING 24,965INSURANCE 964LICENSES 366OFFICE SUPPLIES 351
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearEQUIPMENT AND VEHICLES 21,621 16,041
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD AVERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05632316117
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVERY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVER
ReturnHeader/Filer/EIN0821688382
ReturnHeader/Filer/USAddress/AddressLine1Txt03058 DEERWOOD CIRCLE
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421453212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THEISEN BOOKKEEPING & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01950 JOHN F KENNEDY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBUQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052002
ReturnHeader/PreparerPersonGrp/PhoneNum05635833587
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J THEISEN
ReturnHeader/ReturnTs02021-02-10T18:00:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,210
Liabilities
$0
Net assets
$60,210
Revenue
$60,776
Expenses
$66,408
Net income
-$5,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$2.00$2.42$0.42
2024Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$2.95$2.00$0.95
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$1.80$1.32$0.48
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.64$1.42$0.22
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.07$1.47$0.41
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.64$0.67$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.61$0.66$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.54$0.34$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.60$0.13$0.47