Civic Intelligence

Avery Memorial Association

EIN 23-7073820 • 501(c)3 • Groton, CT

Profile

The avery memorial association documents the history of the groton avery clan, preserves all family records and artifacts for future descendants, and educates the public about the historical significance of the avery family.

PO Box 7245Groton, CT 06340

averymemorialassociation.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

62nd percentile

5.0%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Revenue Growth

43rd percentile

-6.6%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$252,296

Up $10,418 (+4.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$252,296

Up $10,418 (+4.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin76th percentile

Revenue

Down

$22,367

Down $1,455 (-6.1%) from 2024

Expenses

Up

$17,551

Up $104 (+0.6%) from 2024

Net Income

Down

$4,816

Down $1,559 (-24%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2014: $152,705Net Assets 2014: $152,7052014Assets 2015: $156,451Net Assets 2015: $156,4512015Assets 2016: $166,174Net Assets 2016: $166,1742016Assets 2017: $150,625Net Assets 2017: $150,6252017Assets 2018: $148,761Net Assets 2018: $148,7612018Assets 2019: $171,940Net Assets 2019: $171,9402019Assets 2020: $193,177Net Assets 2020: $193,1772020Assets 2021: $215,875Net Assets 2021: $215,8752021Assets 2022: $239,702Net Assets 2022: $239,7022022Assets 2023: $229,048Net Assets 2023: $229,0482023Assets 2024: $241,878Net Assets 2024: $241,8782024Assets 2025: $252,296Net Assets 2025: $252,2962025

Highlighted filing

2025

Assets$252,296
Liabilities-
Net Assets$252,296
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2014: $47,086Expenses 2014: $27,226Net Income 2014: $19,8602014Revenue 2015: $54,782Expenses 2015: $50,807Net Income 2015: $3,9752015Revenue 2016: $56,726Expenses 2016: $51,821Net Income 2016: $4,9052016Revenue 2017: $53,390Expenses 2017: $68,443Net Income 2017: -$15,0532017Revenue 2018: $46,102Expenses 2018: $35,287Net Income 2018: $10,8152018Revenue 2019: $48,665Expenses 2019: $27,044Net Income 2019: $21,6212019Revenue 2020: $54,570Expenses 2020: $18,862Net Income 2020: $35,7082020Revenue 2021: $21,131Expenses 2021: $23,804Net Income 2021: -$2,6732021Revenue 2022: $46,518Expenses 2022: $19,775Net Income 2022: $26,7432022Revenue 2023: $25,650Expenses 2023: $32,022Net Income 2023: -$6,3722023Revenue 2024: $23,822Expenses 2024: $17,447Net Income 2024: $6,3752024Revenue 2025: $22,367Expenses 2025: $17,551Net Income 2025: $4,8162025

Highlighted filing

2025

Revenue$22,367
Expenses$17,551
Net Income$4,816
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$252,296
Liabilities
-
Net assets
$252,296
Revenue
$22,367
Expenses
$17,551
Net income
$4,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.52$2.52$0.22$0.18$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.42$2.42$0.24$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.29$2.29$0.26$0.32$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.40$2.40$0.47$0.20$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.16$2.16$0.21$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.93$1.93$0.55$0.19$0.36
2019Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.49$0.27$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.49$1.49$0.46$0.35$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.51$1.51$0.53$0.68$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.66$1.66$0.57$0.52$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.55$0.51$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.47$0.27$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$22,367
Mission and Program Overview

Mission

The avery memorial association documents the history of the groton avery clan, preserves all family records and artifacts for future descendants, and educates the public about the historical significance of the avery family.

Program Services

DescriptionGrantsExpenses
Outreach programs to area schools and other civic organizations, tours of historic house and presentations related to Battle of Groton Heights/Fort Griswold-$4,802
Maintenance of historic Ebenezer Avery House on Grounds of Ft. Griswold (state park)-$2,002
Maintenance of historic site, Avery Homestead, Groton,CT-$650
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN SPENCERDirector-$0--
GREGORY THOMPSONPresidentPT$0--
CAROL S NELSONCorp Secretary-$0--
GLADYS CHASEDirector-$0--
VINCENT PITTSTreasurerPT$0--
ALICE SHERIFFVice PresidentPT$0--
FREDRICK BURDICKFoundation Mgr.PT$0--
Filing and Contact Details

Filer

Filer Name
Avery Memorial Association
EIN
23-7073820
Phone
2032395198
Address
PO Box 7245, Groton, CT 06340

Signing Officer

Name
Vincent Pitts
Title
Treasurer
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Doherty Beals & Banks PC
Address
187 Williams St, New London, CT 06320
Preparer
Stacey L Gualtieri CPA
Phone
8604432033
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Membership reservation $1517”

Other Revenue.2

“Annual Dues $801”

Other Revenue.3

“Cementary Fund Allyn Fund $100”

Other Expenses.1

“Membership Meetings $4006”

Other Expenses.2

“Avery house insurance $3124”

Other Expenses.3

“Occupancy $2024”

Other Expenses.4

“Mowing $1280”

Other Expenses.5

“MISC EXPENSES $1194”

Other Expenses.6

“newsletter $561”

Other Expenses.7

“Merchandise $529”

Other Expenses.8

“avery house repairs $495”

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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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