Avery Foundation EIN 82-1688382

Avery Foundation

EIN  82-1688382 Public charity (501(c)(3)) Dubuque, IA
Form 990 (PDF) Compare with another nonprofit →
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Size
$100K–1M
What they do
Helps patients cover travel costs for medical care.
Leadership
Ronald J Avery · President/CEO/Cob
Money in and out
$200K revenue, $242K expenses
Bottom line
81% program efficiency

Helps patients cover travel costs for medical care. For fiscal year 2025 it reported $200K in revenue, $242K in expenses, and $139K in net assets.Pt I

Where the money goes · FY2025
Total revenue
$200K
Pt VIII · Ln 12
Total expenses
$242K
Pt IX · Ln 25
Net assets
$139K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$42K
Where spending went · Part IX cols B–D
Program services $0.81 Management & general $0.19
Program efficiency
81%
of spending reaches programs▼ -6% vs prior filing year
Operating runway
6.9mo
months of highly liquid reserves at operating expense rate▼ -37% vs prior filing year
Surplus margin
-21%
revenue over expenses, this year▼ -166% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$200K
FY2025▼ -32%
Expenses
$242K
FY2025▲ +21%
Total assets
$139K
FY2025▼ -23%
Total liabilities
$0
FY2025
Total revenue
$200K
Pt VIII · Ln 12
Total expenses
$242K
Pt IX · Ln 25
Net assets
$139K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$42K
Total assetsPt X · Ln 16$139K
Program-expense ratioPt IX · col B81%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412
Mission & Programs · Part III

Where the work happens

1 program service account for $196K of program spending, described in the organization's own filed words · FY2025.
01

To help patients and their families with travel, meals, and lodging expenses during their treatments out of town or patients traveling into dubuque for treatments.

$196Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CAvery Foundation
EINHdr · item D82-1688382
Principal addressHdr · item CDubuque, IA
WebsiteHdr · item Javeryfndtn.org
Year of formationHdr · item Lpending
State of legal domicileHdr · item MIA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B90)
Ruling yearIRS BMFOct 2017

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a12
Independent voting membersPt VI · Ln 1b12
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
President/CEO/Cob
$0Pt VII · Sec A
Executive Vice President
$0Pt VII · Sec A
Chief Financial Officer
$0Pt VII · Sec A
Chief Marketing Officer
$0Pt VII · Sec A
Chief Operations Officer
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Avery Foundation executive salaries →

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Statement of Revenue

Part VIII
Other revenue$118K · 59%
Contributions & grants$77K · 38%
Investment income$5K · 2%
Other revenue59%$118K
Contributions & grants38%$77K
Investment income2%$5K
Total revenueLn 12$200K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.81 Management & general $0.19
Program services81%$196K
Management & general19%$46K
Total functional expensesLn 25$242K

Balance Sheet

Part X · end of year
CashLn 1$139K
Total assetsLn 16$139K
Total liabilitiesLn 26$0
Total net assetsLn 32$139K
Months of cash on handcomputed6.9

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $139K · Operating expenses/yr $242K
6.9 months
Where the money goes
Program services
Program services $196K · Total expenses $242K
81%
Management & General
Management & general $46K · Total expenses $242K
19%
Fundraising
Fundraising $0 · Total expenses $242K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $110K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $77K · Total revenue $200K
38%
Government reliance
Government grants — · Total revenue $200K
Earned-income share
Program service revenue $0 · Total revenue $200K
0%
Investment reliance
Investment income $5K · Total revenue $200K
+2%
Program self-sufficiency
Program service revenue $0 · Total expenses $242K
0%
Growth & trend
Revenue growth (YoY)
This year $200K · Prior year $295K
-32%
Revenue CAGR
FY2019 $61K · FY2025 $200K
+22%
Net-asset trend (YoY)
End of year $139K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $200K · Expenses $242K
-21%
Liabilities-to-Assets
Total liabilities — · Total assets $139K
Net-asset ratio
Net assets $139K · Total assets $139K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $139K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Ronald J Avery · Reported title PRESIDENT/CEO/COB · Highest reported compensation $0 · Total expenses $242K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $242K
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 81%
Overhead ratio 19%
Fundraising cost ratio 0%
Revenue growth -32%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$61K
Grants paid · 1 grant · $100K · 2023–2023
Various Under 5000FY2023$100,453

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$200K revenue · viewing · ⤓ 990 PDF
FY2024$295K revenue · ⤓ 990 PDF
FY2023$180K revenue · ⤓ 990 PDF
FY2022$164K revenue · ⤓ 990 PDF
FY2021$107K revenue · ⤓ 990 PDF
FY2020$64K revenue · ⤓ 990 PDF
FY2019$61K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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