Nonprofit · EIN 82-1688382
AVERY FOUNDATION
Tax-exempt · DUBUQUE, IA 52003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $199,971 | $242,282 | -$42,311 | $139,303 | $0 | $139,303 |
| December 31, 2024 | 990 | $295,090 | $200,244 | $94,846 | $181,614 | $0 | $181,614 |
| December 31, 2023 | 990 | $179,647 | $132,052 | $47,595 | $86,768 | $0 | $86,768 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $76,907
- Program service revenue
- $0
- Investment income
- $4,953
- Net income from fundraising events
- $118,111
- Other revenue
- $118,111
Expenses
- Grants and similar amounts paid
- $196,006
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $5,525
- Program services (functional)
- $196,006
- Management and general (functional)
- $46,276
Balance sheet and other
- Total assets, start of year
- $181,614
- Total assets, end of year
- $139,303
- Total liabilities, end of year
- $0
- Net assets, end of year
- $139,303
- Net assets without donor restrictions
- $139,303
- Gross unrelated business income
- $123,064
- Gross receipts
- $228,830
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2017
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD J AVERY | PRESIDENT/CEO/COB Officer | 10 | $0 |
| PETER HAMEL | EXECUTIVE VICE PRESIDENT Officer | 1 | $0 |
| ROBERT AVERY | CHIEF FINANCIAL OFFICER Officer | 1 | $0 |
| MARGARET O'REILLY | CHIEF MARKETING OFFICER Officer | 1 | $0 |
| TYLER BILLMEYER | CHIEF OPERATIONS OFFICER Officer | 1 | $0 |
| MARY AVERY | SECRETARY/TREASURER Officer | 1 | $0 |
| SHERI GARNER | DIRECTOR Trustee or director | 1 | $0 |
| ROSE GULER-LUDOWITZ | DIRECTOR Trustee or director | 1 | $0 |
| STEVE DEUTMEYER | DIRECTOR Trustee or director | 1 | $0 |
| TEMWA PHIRI | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER BILLMEYER | DIRECTOR Trustee or director | 1 | $0 |
| JIM HIRSCH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD J AVERY | PRESIDENT/CEO/COB Officer | 10 | $0 |
| PETER HAMEL | EXECUTIVE VICE PRESIDENT Officer | 1 | $0 |
| ROBERT AVERY | CHIEF FINANCIAL OFFICER Officer | 1 | $0 |
| MARGARET O'REILLY | CHIEF MARKETING OFFICER Officer | 1 | $0 |
| TYLER BILLMEYER | CHIEF OPERATIONS OFFICER Officer | 1 | $0 |
| MARY AVERY | SECRETARY/TREASURER Officer | 1 | $0 |
| SHERI GARNER | DIRECTOR Trustee or director | 1 | $0 |
| ROSE GULER-LUDOWITZ | DIRECTOR Trustee or director | 1 | $0 |
| STEVE DEUTMEYER | DIRECTOR Trustee or director | 1 | $0 |
| TEMWA PHIRI | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER BILLMEYER | DIRECTOR Trustee or director | 1 | $0 |
| JIM HIRSCH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD J AVERY | PRESIDENT/CEO/COB Officer | 10 | $0 |
| PETER HAMEL | EXECUTIVE VICE PRESIDENT Officer | 1 | $0 |
| ROBERT AVERY | CHIEF FINANCIAL OFFICER Officer | 1 | $0 |
| MARGARET O'REILLY | CHIEF MARKETING OFFICER Officer | 1 | $0 |
| TYLER BILLMEYER | CHIEF OPERATIONS OFFICER Officer | 1 | $0 |
| MARY AVERY | SECRETARY/TREASURER Officer | 1 | $0 |
| SHERI GARNER | DIRECTOR Trustee or director | 1 | $0 |
| ROSE GULER-LUDOWITZ | DIRECTOR Trustee or director | 1 | $0 |
| STEVE DEUTMEYER | DIRECTOR Trustee or director | 1 | $0 |
| TEMWA PHIRI | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER BILLMEYER | DIRECTOR Trustee or director | 1 | $0 |
| JIM HIRSCH | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3058 DEERWOOD CIR, DUBUQUE, IA 52003-5220
- In care of
- % RONALD J AVERY
- Principal officer (990 for 2025)
- RONALD J AVERY, 3058 DEERWOOD CIRCLE, DUBUQUE, IA 52003
- Signed the 990
- RONALD J AVERY, PRESIDENT
- Phone
- (563) 231-6117
- Website
- AVERFNDTN.ORG
- Return prepared by
- Buchheit Tax Service
Mission
TO ASSIST PATIENTS WITH TRAVEL EXPENSES
Program accomplishments
- 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.Expenses $196,006 · revenue $96,035
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-1688382
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $139,303
- Income (IRS master file)
- $228,830
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $199,971 | $242,282 | $139,303 | XML |
| 990 | December 2024 | $295,090 | $200,244 | $181,614 | XML |
| 990 | December 2023 | $179,647 | $132,052 | $86,768 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-1688382).
Questions about AVERY FOUNDATION
- What is the EIN of AVERY FOUNDATION?
- The employer identification number (EIN) of AVERY FOUNDATION is 82-1688382.
- Is AVERY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to AVERY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AVERY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AVERY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AVERY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AVERY FOUNDATION?
- The 990 for the year ended December 31, 2025 names RONALD J AVERY.
- Who are the officers and directors of AVERY FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does AVERY FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $199,971, expenses of $242,282 and total assets of $139,303 at year end.
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