Civic Intelligence

Avery Foundation

990 • Fiscal year 2024 • EIN 82-1688382

Jan 01, 2024 to Dec 31, 2024 • Filed on Jan 28, 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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

109%

Faster asset growth than 92% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

64%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$181,614

Up $94,846 (+109%) from 2023

Net Assets

Up

$181,614

Up $94,846 (+109%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin83rd percentile

Revenue

Up

$295,090

Up $115,443 (+64%) from 2023

Expenses

Up

$200,244

Up $68,192 (+52%) from 2023

Net Income

Up

$94,846

Up $47,251 (+99%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2024

Assets$181,614
Liabilities$0
Net Assets$181,614
Open 2024 Filing

Operations Trend

Revenue Growth86th 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

2024

Revenue$295,090
Expenses$200,244
Net Income$94,846
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 28, 2024
Return Version
2024v5.0
Gross Receipts
$334,047
Mission and Program Overview

Mission

To assist patients with travel expenses

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$129,336-
Cash and Non-Interest-Bearing Accounts$86,768$52,278▼ $34,490
Total Assets$86,768$181,614▲ $94,846
Liabilities
Accounts Payable and Accrued Expenses$0--
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$86,768$181,614▲ $94,846
Total Net Assets Fund Balance$86,768$181,614▲ $94,846
Total Liabilities and Net Assets / Fund Balance$86,768$181,614▲ $94,846
Compensation and Service Providers
Top Officer Pay79th 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
$180,146
Program Service Revenue
$0
Investment Income
$4,374
Other Revenue
$110,570
All Other Contributions
$180,146
Change in Net Assets
$94,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$171,860
Other Expenses$28,384
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$171,860--$171,860
Other Expenses$0$18,816$0$18,816
All Other Expenses$0$4,264$0$4,264
Advertising$0$2,609$0$2,609
Fees for Services Accounting$0$846$0$846
Total Functional Expenses$171,860$28,384$0$200,244
International Activity

Grant and Assistance Recipients

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

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$149,527
Fundraising Direct Expenses$38,957
Professional Fundraising Fees$0
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
2024-01-28
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 committees 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0119934
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt077654
IRS990ScheduleA/Total509Grp/TotalAmt0741611
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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
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0VARIOUS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN BY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT/CEO REVIEWS THE FORM 990 PRIOR TO FILING.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0114944
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD J AVERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05632316117
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AVERY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVER
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ReturnHeader/Filer/PhoneNum05632316117
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dubuque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
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ReturnHeader/PreparerPersonGrp/PhoneNum05635574441
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis Buchheit
ReturnHeader/ReturnTs02025-02-10T11:08:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$181,614
Liabilities
$0
Net assets
$181,614
Revenue
$295,090
Expenses
$200,244
Net income
$94,846
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