Civic Intelligence

Aventurine Tree Foundation

990PF • Fiscal year 2023 • EIN 82-3638762

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 06, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-325%

Higher net margin than 3% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

17th percentile

-6.4%

Faster asset growth than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1592%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,114,058

Down $213,219 (-6.4%) from 2022

Net Assets

Down

$3,114,058

Down $213,219 (-6.4%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin3rd percentile

Revenue

Up

$65,511

Up $61,639 (+1592%) from 2022

Expenses

Up

$278,730

Up $18,985 (+7.3%) from 2022

Net Income

Up

-$213,219

Up $42,654 (+17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $1,021,182Liabilities 2018: $0Net Assets 2018: $1,021,1822018Assets 2019: $1,510,911Liabilities 2019: $1Net Assets 2019: $1,510,9112019Assets 2020: $2,583,707Liabilities 2020: $1Net Assets 2020: $2,583,7072020Assets 2021: $3,583,150Liabilities 2021: $1Net Assets 2021: $3,583,1502021Assets 2022: $3,327,277Liabilities 2022: $1Net Assets 2022: $3,327,2772022Assets 2023: $3,114,058Liabilities 2023: $1Net Assets 2023: $3,114,0582023Assets 2024: $2,970,498Liabilities 2024: $0Net Assets 2024: $2,970,4982024

Highlighted filing

2023

Assets$3,114,058
Liabilities$1
Net Assets$3,114,058
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $615,131Expenses 2018: $93,997Net Income 2018: $521,1342018Revenue 2019: $575,103Expenses 2019: $85,374Net Income 2019: $489,7292019Revenue 2020: $1,225,139Expenses 2020: $152,343Net Income 2020: $1,072,7962020Revenue 2021: $1,225,474Expenses 2021: $226,031Net Income 2021: $999,4432021Revenue 2022: $3,872Expenses 2022: $259,745Net Income 2022: -$255,8732022Revenue 2023: $65,511Expenses 2023: $278,730Net Income 2023: -$213,2192023Revenue 2024: $32,225Expenses 2024: $175,785Net Income 2024: -$143,5602024

Highlighted filing

2023

Revenue$65,511
Expenses$278,730
Net Income-$213,219
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brad CraigDir, VP-$0--
Jack CraigTreas-$0--
Lara CraigDir, Sec, Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Aventurine Tree Foundation
EIN
82-3638762
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Brad Craig
Title
Vice President
Phone
8008391754
Signed
2024-06-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix325 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142605 COUNTY RD 36
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt242605 COUNTY RD 36
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3325 7TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 771376
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 771376
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 774487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 881869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STEAMBOAT SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STEAMBOAT SPR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2STEAMBOAT SPR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3STEAMBOAT SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STEAMBOAT SPR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5STEAMBOAT SPR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6STEAMBOAT SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7STEAMBOAT SPR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380487
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680477
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780488
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0250000
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/AppliedToCurrentYearAmt0160917
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0160917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034331
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061954
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt061954
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0305372
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0117198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043131
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt055969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034331
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0278115
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0117198
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0367326
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0250128
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt028090
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt028090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0515
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0515
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2023
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD CRAIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Aventurine Tree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AVEN
ReturnHeader/Filer/EIN0823638762
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-06-13T21:23:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CRAIG
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,114,058
Liabilities
$1
Net assets
$3,114,058
Revenue
$65,511
Expenses
$278,730
Net income
-$213,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.03$0.18$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.07$0.28$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.00$0.26$0.26
2021Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$1.23$0.23$1.00
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$1.23$0.15$1.07
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.58$0.09$0.49
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.62$0.09$0.52