AVERY FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

RONALD J AVERY

Phone

5632316117

Tax Period

2025-01-01 to 2025-12-31

AVERY FOUNDATION, founded in 2017, is a small nonprofit in the Education sector that reported $200K in total revenue in fiscal year 2025. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $242K exceeded revenue, resulting in a 21% operating deficit.

Mission

TO ASSIST PATIENTS WITH TRAVEL EXPENSES

Program Service Accomplishments

Program 1

Expenses: $196,006 Revenue: $96,035

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $76,907

Program Service Revenue $0

Investment Income $4,953

Other Revenue $118,111

TOTAL REVENUE $199,971

Expense Breakdown

Grants Paid $196,006

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $196,006

Other Expenses $46,276

TOTAL EXPENSES $242,282

Year-over-Year Comparison

	2025	2024	Change
Revenue	$199,971	$295,090	-0.3%
Expenses	$242,282	$200,244	+0.2%
Net Income	$-42,311	$94,846	-1.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD J AVERY	PRESIDENT/CEO/COB	10.00	Officer	$0	$0	$0
PETER HAMEL	EXECUTIVE VICE PRESIDENT	1.00	Officer	$0	$0	$0
ROBERT AVERY	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$0	$0
MARGARET O'REILLY	CHIEF MARKETING OFFICER	1.00	Officer	$0	$0	$0
TYLER BILLMEYER	CHIEF OPERATIONS OFFICER	1.00	Officer	$0	$0	$0
MARY AVERY	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
SHERI GARNER	DIRECTOR	1.00	Director	$0	$0	$0
ROSE GULER-LUDOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DEUTMEYER	DIRECTOR	1.00	Director	$0	$0	$0
TEMWA PHIRI	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER BILLMEYER	DIRECTOR	1.00	Director	$0	$0	$0
JIM HIRSCH	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$199,971	$242,282	$139,303	$-42,311
2024	$295,090	$200,244	$181,614	$94,846
2023	$179,647	$132,052	$86,768	$47,595