Civic Intelligence

Sgt Jordan M Shay Memorial

EIN 82-1397918 • 501(c)3 • Newburyport, MA

Profile

To provide educational oppt

35 Broad Street UnitNewburyport, MA 01950
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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

30th percentile

-10%

Higher net margin than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.9%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

50%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$68,674

Down $3,529 (-4.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$68,674

Down $3,529 (-4.9%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin30th percentile

Revenue

Up

$34,220

Up $11,364 (+50%) from 2023

Expenses

Up

$37,749

Up $4,683 (+14%) from 2023

Net Income

Up

-$3,529

Up $6,681 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$100K$50K$0Assets 2017: $10,253Liabilities 2017: $02017Assets 2018: $29,997Net Assets 2018: $29,9972018Assets 2019: $51,263Liabilities 2019: $02019Assets 2020: $55,270Net Assets 2020: $55,2702020Assets 2021: $74,048Net Assets 2021: $74,0482021Assets 2022: $82,413Net Assets 2022: $82,4132022Assets 2023: $72,203Net Assets 2023: $72,2032023Assets 2024: $68,674Net Assets 2024: $68,6742024

Highlighted filing

2024

Assets$68,674
Liabilities-
Net Assets$68,674
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$40K$20K$0-$20KRevenue 2017: $12,278Expenses 2017: $2,025Net Income 2017: $10,2532017Revenue 2018: $23,558Expenses 2018: $3,814Net Income 2018: $19,7442018Revenue 2019: $26,053Expenses 2019: $4,787Net Income 2019: $21,2662019Revenue 2020: $12,725Expenses 2020: $8,718Net Income 2020: $4,0072020Revenue 2021: $22,082Expenses 2021: $3,304Net Income 2021: $18,7782021Revenue 2022: $24,418Expenses 2022: $16,053Net Income 2022: $8,3652022Revenue 2023: $22,856Expenses 2023: $33,066Net Income 2023: -$10,2102023Revenue 2024: $34,220Expenses 2024: $37,749Net Income 2024: -$3,5292024

Highlighted filing

2024

Revenue$34,220
Expenses$37,749
Net Income-$3,529
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,674
Liabilities
-
Net assets
$68,674
Revenue
$34,220
Expenses
$37,749
Net income
-$3,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.7$68.7$34.2$37.7$3.53
2023Detailed filing. Detailed filing data is available for this year.$72.2$72.2$22.9$33.1$10.2
2022Detailed filing. Detailed filing data is available for this year.$82.4$82.4$24.4$16.1$8.37
2021Detailed filing. Detailed filing data is available for this year.$74.0$74.0$22.1$3.30$18.8
2020Detailed filing. Detailed filing data is available for this year.$55.3$55.3$12.7$8.72$4.01
2019Summary only. Only limited summary data is available for this year.$51.3$0.00$26.1$4.79$21.3
2018Detailed filing. Detailed filing data is available for this year.$30.0$30.0$23.6$3.81$19.7
2017Summary only. Only limited summary data is available for this year.$10.3$0.00$12.3$2.03$10.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.0
Gross Receipts
$55,213
Mission and Program Overview

Mission

To provide educational oppt

Program Services

DescriptionGrantsExpenses
To provide educational opportunities for students and veterans-$25,881
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly ShayPresidentPT$0--
Kelsey MahoneyVice PresPT$0--
Coleen ToomeyClerkPT$0--
Sue DeorockiTreasPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bowling$24,219$24,219$20,994$3,225
Total Events$24,219$24,219$20,994$3,225
Filing and Contact Details

Filer

Filer Name
Sgt Jordan M Shay Memorial
EIN
82-1397918
Address
35 Broad Street Unit, NEWBURYPORT, MA 01950

Signing Officer

Name
Susan Deorocki
Title
Treasurer
Phone
9782703696
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Laurie H Knapp CPA PC
Address
P O Box 14, AMESBURY, MA 01913
Preparer
Laurie H Knapp
Phone
9783886661
Supplemental Narrative

Additional Explanations

Form 990EZ Page 1 Line 10

“Grants and Similar Amounts These are donations made to veterans organizations and for student scholarships that help to fulfill the mission of the organization”

990 EZ Page 1 Line 16

“Other Expenses These are payments to fulfill the purpose of the mission of the organization.”

Raw XML Appendix149 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Sue Deorocki
IRS990EZ/BooksInCareOfDetail/PhoneNum09783886661
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O Box 14
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMESBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001913
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072203
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068674
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030994
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3529
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072203
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068674
IRS990EZ/FundraisingGrossIncomeAmt024219
IRS990EZ/GrantsAndSimilarAmountsPaidAmt035882
IRS990EZ/GrossReceiptsAmt055213
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072203
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068674
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072203
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068674
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Holly Shay
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kelsey Mahoney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Coleen Toomey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sue Deorocki
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Pres
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Clerk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treas
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01867
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide educational oppt
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide educational opportunities for students and veterans
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025881
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt020993
IRS990EZ/SpecialEventsNetIncomeLossAmt03226
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037749
IRS990EZ/TotalProgramServiceExpensesAmt025881
IRS990EZ/TotalRevenueAmt034220
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0This is fundraising income
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Form 990EZ Section A Page 2 Line 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt030994
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05873
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt066973
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt066973
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt030994
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05873
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04250
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt012725
IRS990ScheduleA/Total509Grp/TotalAmt066973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt030994
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt05873
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013131
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04250
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt012725
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt066973
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020994
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Bowling
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt024219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt024219
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03225
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt020994
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt020994
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants and Similar Amounts These are donations made to veterans organizations and for student scholarships that help to fulfill the mission of the organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Other Expenses These are payments to fulfill the purpose of the mission of the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ Page 1 Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1990 EZ Page 1 Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Susan Deorocki
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09782703696
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sgt Jordan M Shay Memorial
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0SGTJ
ReturnHeader/Filer/EIN0821397918
ReturnHeader/Filer/USAddress/AddressLine1Txt035 Broad Street Unit
ReturnHeader/Filer/USAddress/CityNm0NEWBURYPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043200023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laurie H Knapp CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMESBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001913
ReturnHeader/PreparerPersonGrp/PhoneNum09783886661
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laurie H Knapp
ReturnHeader/ReturnTs02025-11-04T11:08:35-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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