Civic Intelligence

Avery Foundation

990EZ • Fiscal year 2021 • EIN 82-1688382

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 10, 2022

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

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

13th percentile

-38%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-70%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

67%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$17,187

Down $40,561 (-70%) from 2020

Net Assets

Down

$17,187

Down $40,561 (-70%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin13th percentile

Revenue

Up

$106,836

Up $42,789 (+67%) from 2020

Expenses

Up

$147,397

Up $80,888 (+122%) from 2020

Net Income

Down

-$40,561

Down $38,099 (-1547%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2021

Assets$17,187
Liabilities$0
Net Assets$17,187
Open 2021 Filing

Operations Trend

Revenue Growth80th 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

2021

Revenue$106,836
Expenses$147,397
Net Income-$40,561
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 10, 2022
Return Version
2021v4.1
Gross Receipts
$119,937
Mission and Program Overview

Mission

To assist patients with travel expenses

Program Services

DescriptionGrantsExpenses
TO HELP PATIENTS AND THEIR FAMILIES WITH TRAVEL, MEALS ANDLODGING EXPENSES DURING THEIR TREATMENTS OUT OF TOWN ORPATIENTS TRAVELING INTO DUBUQUE FOR TREATMENTS.$108,834$46,085
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD J AVERYPresidentPT$0--
SHERI GARNERVice President-$0--
MARY AVERYSecretary-$0--
MARGARET O'REILLYCMO-$0--
BOBBY KONERUDirector-$0--
TAYLOR KONERUDirector-$0--
PETE HAMELDirector-$0--
ROSE GULER-LUDOWITZDirector-$0--
JIM CARNEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Avery Foundation
EIN
82-1688382
Phone
5632316117
Address
3058 DEERWOOD CIRCLE, DUBUQUE, IA 52003

Signing Officer

Name
Ronald J Avery
Title
President
Phone
5632316117
Signed
2022-03-10

Preparer

Firm
Buchheit Tax Service
Address
3250 Kennedy Circle Suite 7, Dubuque, IA 52001
Preparer
Michael Theisen
Phone
5635574441
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Medical travel; medical travel; various under 5000: , dubuque, ia, 52001; , 108834.”

Form 990EZ, Part I, Line 16

“Depreciation 5579.”

Form 990EZ, Part I, Line 16

“INSURANCE 1271.”

Form 990EZ, Part I, Line 16

“SUPPLIES 1067.”

Form 990EZ, Part I, Line 16

“MARKETING 1293.”

Form 990EZ, Part I, Line 16

“DUES 170.”

Form 990EZ, Part I, Line 16

“LICENSE 483.”

Form 990EZ, Part I, Line 16

“MERCHANDISE 24199.”

Form 990EZ, Part I, Line 16

“AUCTION FEE 3565.”

Raw XML Appendix229 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/PhoneNum05632316117
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03058 DEERWOOD CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBUQUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD J AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERI GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGARET O'REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BOBBY KONERU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TAYLOR KONERU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PETE HAMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROSE GULER-LUDOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JIM CARNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010461
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04881
IRS990EZ/OtherExpensesTotalAmt037627
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST PATIENTS WITH TRAVEL EXPENSES
IRS990EZ/PrintingPublicationsPostageAmt0226
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO HELP PATIENTS AND THEIR FAMILIES WITH TRAVEL, MEALS ANDLODGING EXPENSES DURING THEIR TREATMENTS OUT OF TOWN ORPATIENTS TRAVELING INTO DUBUQUE FOR TREATMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0108834
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013101
IRS990EZ/SpecialEventsNetIncomeLossAmt028256
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147397
IRS990EZ/TotalProgramServiceExpensesAmt046085
IRS990EZ/TotalRevenueAmt0106836
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AVERYFNDTN.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt078577
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt062320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt041731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt046359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0275205
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt023
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt063
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt041357
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt015334
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt025496
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015903
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt014693
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0112783
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023
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IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt061052
IRS990ScheduleA/Total509Grp/TotalAmt0387988
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0388051
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEDICAL TRAVEL; MEDICAL TRAVEL; VARIOUS UNDER 5000: , DUBUQUE, IA, 52001; , 108834.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 5579.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INSURANCE 1271.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES 1067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MARKETING 1293.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES 170.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSE 483.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MERCHANDISE 24199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AUCTION FEE 3565.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD J AVERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05632316117
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVERY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVER
ReturnHeader/Filer/EIN0821688382
ReturnHeader/Filer/PhoneNum05632316117
ReturnHeader/Filer/USAddress/AddressLine1Txt03058 DEERWOOD CIRCLE
ReturnHeader/Filer/USAddress/CityNm0DUBUQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052003
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263659188
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Buchheit Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03250 Kennedy Circle Suite 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dubuque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052001
ReturnHeader/PreparerPersonGrp/PhoneNum05635574441
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Theisen
ReturnHeader/ReturnTs02022-03-11T11:57:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AVERY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,187
Liabilities
$0
Net assets
$17,187
Revenue
$106,836
Expenses
$147,397
Net income
-$40,561
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