Civic Intelligence

Avery Foundation

990 • Fiscal year 2023 • EIN 82-1688382

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 30, 2024

Organization ProfileAVERFNDTN.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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

93rd percentile

121%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

56th percentile

9.5%

Faster revenue growth than 56% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$86,768

Up $47,595 (+121%) from 2022

Net Assets

Up

$86,768

Up $47,595 (+121%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin79th percentile

Revenue

Up

$179,647

Up $15,660 (+9.5%) from 2022

Expenses

Down

$132,052

Down $9,949 (-7.0%) from 2022

Net Income

Up

$47,595

Up $25,609 (+116%) from 2022

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

2023

Assets$86,768
Liabilities$0
Net Assets$86,768
Open 2023 Filing

Operations Trend

Revenue Growth56th 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

2023

Revenue$179,647
Expenses$132,052
Net Income$47,595
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 30, 2024
Return Version
2023v4.0
Gross Receipts
$211,680
Mission and Program Overview

Mission

To assist patients with travel expenses

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$86,768-
Total Assets$0$86,768▲ $86,768
Liabilities
Accounts Payable and Accrued Expenses-$0-
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$86,768-
Total Net Assets Fund Balance$0$86,768▲ $86,768
Total Liabilities and Net Assets / Fund Balance$0$86,768▲ $86,768
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Ronald J AveryPresident/CEO/COB
Peter HamelExecutive Vice President
Jennifer BillmeyerDirector
Jim HirschDirector
Rose Guler-ludowitzDirector
Sheri GarnerDirector
Steve DeutmeyerDirector
Temwa PhiriDirector
Robert AveryChief Financial Officer
MARGARET O'REILLYChief Marketing Officer
Tyler BillmeyerChief Operations Officer
Mary AverySecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,858
Program Service Revenue
$0
Investment Income
$57
Other Revenue
$107,732
All Other Contributions
$71,858
Change in Net Assets
$47,595
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,453
Other Expenses$31,599
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$100,453--$100,453
Other Expenses$0$21,583$0$21,583
Fees for Services Accounting$0$2,665$0$2,665
All Other Expenses$0$2,380$0$2,380
Advertising$0$2,250$0$2,250
Insurance$0$398$0$398
Total Functional Expenses$100,453$31,599$0$132,052
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Under 5000Dubuque, IA--$100,453
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$139,765
Fundraising Direct Expenses$32,033
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$84,038$84,038$500$83,538
Hockey Night$19,588$19,588$13,000$6,588
Total Events$139,765$139,765$32,033$107,732
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
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
2024-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald J Avery
Formed
2017
Legal Domicile
Ia
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

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

Additional Explanations

Pt VI, Line 8B

“There were no meetings held or written actions undertaken by committee's with authority to act on behalf of the governing body.”

Pt VI, Line 11B

“The president/ceo reviews the form 990 prior to filing.”

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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,768
Liabilities
$0
Net assets
$86,768
Revenue
$179,647
Expenses
$132,052
Net income
$47,595
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