Civic Intelligence

The Aver Foundation

990PF • Fiscal year 2023 • EIN 82-3616415

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization Profile
224 Thompson St Pmb 199Hendersonville, NC 28792

(203) 981-5530

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.00x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.00x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-647%

Higher net margin than 12% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

80th percentile

12%

Faster asset growth than 80% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-95%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$471,296

Up $49,585 (+12%) from 2022

Net Assets

Up

$471,296

Up $49,585 (+12%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin12th percentile

Revenue

Down

$1,421

Down $27,995 (-95%) from 2022

Expenses

Down

$10,616

Down $3,041 (-22%) from 2022

Net Income

Down

-$9,195

Down $24,954 (-158%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$600K$400K$200K$0Assets 2018: $413,098Liabilities 2018: $0Net Assets 2018: $413,0982018Assets 2019: $415,551Liabilities 2019: $1Net Assets 2019: $415,5512019Assets 2020: $417,064Liabilities 2020: $1Net Assets 2020: $417,0642020Assets 2021: $491,609Liabilities 2021: $1Net Assets 2021: $491,6092021Assets 2022: $421,711Liabilities 2022: $1Net Assets 2022: $421,7112022Assets 2023: $471,296Liabilities 2023: $1Net Assets 2023: $471,2962023Assets 2024: $527,668Liabilities 2024: $0Net Assets 2024: $527,6682024

Highlighted filing

2023

Assets$471,296
Liabilities$1
Net Assets$471,296
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

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

$400K$200K$0-$200KRevenue 2018: $392,220Expenses 2018: $36,161Net Income 2018: $356,0592018Revenue 2019: $58,274Expenses 2019: $33,351Net Income 2019: $24,9232019Revenue 2020: -$4,186Expenses 2020: $23,970Net Income 2020: -$28,1562020Revenue 2021: $43,139Expenses 2021: $11,565Net Income 2021: $31,5742021Revenue 2022: $29,416Expenses 2022: $13,657Net Income 2022: $15,7592022Revenue 2023: $1,421Expenses 2023: $10,616Net Income 2023: -$9,1952023Revenue 2024: $60,093Expenses 2024: $26,317Net Income 2024: $33,7762024

Highlighted filing

2023

Revenue$1,421
Expenses$10,616
Net Income-$9,195
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS JAMES GASQUET FITZPATRICKPresident/Di-$0--
ALEXANDRA CLINE MCARTHURTreasurer/Di-$0--
REBECCA COLLIER FRENCH FITZPATRICKVice Preside-$0--
SARAH WHITTREDGE FRENCHVice Preside-$0--
WILLIAM OWEN CHARLES FITZPATRICKVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Aver Foundation
EIN
82-3616415
Phone
2039815530
Address
224 THOMPSON ST PMB 199, HENDERSONVILLE, NC 28792

Signing Officer

Name
Francis James Gasquet Fitzpatrick
Title
President/director
Phone
2039815530
Signed
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Capfinancial Partners LLC
Address
1100 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70163
Preparer
Mariska W Roney
Phone
5042078555
Raw XML Appendix274 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANCIS JAMES GASQUET FITZPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDRA CLINE MCARTHUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA COLLIER FRENCH FITZPATRICK
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM OWEN CHARLES FITZPATRICK
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01683
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05417
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021675
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07100
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019992
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05417
OtherIncreasesSchedule/OtherIncreasesDetail/Amt058780
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03480
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03480
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX CREDIT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS JAMES GASQUET FITZPATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02039815530
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AVER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVER
ReturnHeader/Filer/EIN0823616415
ReturnHeader/Filer/PhoneNum02039815530
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 THOMPSON ST PMB 199
ReturnHeader/Filer/USAddress/CityNm0HENDERSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028792
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260058143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPFINANCIAL PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070163
ReturnHeader/PreparerPersonGrp/PhoneNum05042078555
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARISKA W RONEY
ReturnHeader/ReturnTs02024-05-09T08:15:40-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANCIS JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GASQUET FITZPATRICK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$471,296
Liabilities
$1
Net assets
$471,296
Revenue
$1,421
Expenses
$10,616
Net income
-$9,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.60$0.26$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.01$0.11$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.29$0.14$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.43$0.12$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.04$0.24$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.58$0.33$0.25
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$3.92$0.36$3.56