Civic Intelligence

Avery Foundation

990EZ • Fiscal year 2022 • EIN 82-1688382

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 15, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

63rd percentile

13%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

93rd percentile

128%

Faster asset growth than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

53%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$39,173

Up $21,986 (+128%) from 2021

Net Assets

Up

$39,173

Up $21,986 (+128%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin63rd percentile

Revenue

Up

$163,987

Up $57,151 (+53%) from 2021

Expenses

Down

$142,001

Down $5,396 (-3.7%) from 2021

Net Income

Up

$21,986

Up $62,547 (+154%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2022

Assets$39,173
Liabilities$0
Net Assets$39,173
Open 2022 Filing

Operations Trend

Revenue Growth74th 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

2022

Revenue$163,987
Expenses$142,001
Net Income$21,986
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 15, 2023
Return Version
2022v4.1
Gross Receipts
$191,049
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.$117,927$119,220
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD J AVERYPresident/CEO/COBPT$0--
PETER HAMELExecutive Vice President-$0--
ROBERT AVERYChief Financial Officer-$0--
MARGARET O'REILLYChief Marketing Officer-$0--
TYLER BILLMEYERChief Operations Officer-$0--
MARY AVERYSecretary/Treasurer-$0--
SHERI GARNERDirector-$0--
ROSE GULER-LUDOWITZDirector-$0--
STEVE DEUTMEYERDirector-$0--
NICK HASKINDirector-$0--
TEMWA PHIRIDirector-$0--
MARY ANN WALLERDirector-$0--
JENNIFER BILLMEYERDirector-$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
2023-02-15

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 10

“Medical travel; medical travel; various under 5000: , dubuque, ia, 52001; , 119220.”

Form 990EZ, Part I, Line 16

“INSURANCE 1404.”

Form 990EZ, Part I, Line 16

“SUPPLIES 719.”

Form 990EZ, Part I, Line 16

“MARKETING 4375.”

Form 990EZ, Part I, Line 16

“Depreciation 4882.”

Form 990EZ, Part I, Line 16

“LICENSE 483.”

Form 990EZ, Part I, Line 16

“MERCHANDISE 10028.”

Raw XML Appendix251 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUBUQUE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RONALD J AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER HAMEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGARET O'REILLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TYLER BILLMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARY AVERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHERI GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROSE GULER-LUDOWITZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8STEVE DEUTMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9NICK HASKIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TEMWA PHIRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARY ANN WALLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JENNIFER BILLMEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/CEO/COB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHIEF FINANCIAL OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHIEF MARKETING OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHIEF OPERATIONS OFFICER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04881
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt021891
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ASSIST PATIENTS WITH TRAVEL EXPENSES
IRS990EZ/PrintingPublicationsPostageAmt0690
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/GrantsAndAllocationsAmt0117927
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt027062
IRS990EZ/SpecialEventsNetIncomeLossAmt044451
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0142001
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IRS990EZ/TotalRevenueAmt0163987
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0AVERYFNDTN.ORG
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IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt072
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt025496
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt057634
IRS990ScheduleA/Total509Grp/TotalAmt0490914
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0490986
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; , 119220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSURANCE 1404.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES 719.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARKETING 4375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 4882.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSE 483.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MERCHANDISE 10028.
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
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD J AVERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05632316117
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-15
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis Buchheit
ReturnHeader/ReturnTs02023-03-15T14:23:56-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0AVERY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,173
Liabilities
$0
Net assets
$39,173
Revenue
$163,987
Expenses
$142,001
Net income
$21,986
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