Civic Intelligence

New England Regional Geneological Conference

EIN 04-3567661 • 501(c)3 • Upton, MA

Profile

Plan and produce a New England Regional Genealogical Conference to serve the needs of gaining knowledge from national speakers and hundreds of local paid speakers. Event occurs every 2 years in the odd numbered calendar year.

4 Sadler RoadUpton, MA 01568

www.nergc.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

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

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 2025

Asset Growth

95th percentile

178%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

718%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$39,664

Up $25,381 (+178%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$39,664

Up $25,381 (+178%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Up

$39,050

Up $34,279 (+718%) from 2024

Expenses

Up

$13,669

Up $5,615 (+70%) from 2024

Net Income

Up

$25,381

Up $28,664 (+873%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$40K$30K$20K$10K$0Assets 2012: $8,803Liabilities 2012: $02012Assets 2013: $3,300Liabilities 2013: $02013Assets 2014: $3,037Liabilities 2014: $02014Assets 2015: $11,067Liabilities 2015: $02015Assets 2016: $9,089Liabilities 2016: $02016Assets 2017: $12,137Liabilities 2017: $0Net Assets 2017: $12,1372017Assets 2018: $9,587Liabilities 2018: $0Net Assets 2018: $9,5872018Assets 2019: $6,739Liabilities 2019: $0Net Assets 2019: $6,7392019Assets 2020: $10,891Liabilities 2020: $1,9692020Assets 2021: $29,549Liabilities 2021: $0Net Assets 2021: $29,5492021Assets 2022: $4,481Liabilities 2022: $0Net Assets 2022: $4,4812022Assets 2023: $17,567Liabilities 2023: $0Net Assets 2023: $17,5672023Assets 2024: $14,283Liabilities 2024: $0Net Assets 2024: $14,2832024Assets 2025: $39,664Liabilities 2025: $0Net Assets 2025: $39,6642025

Highlighted filing

2025

Assets$39,664
Liabilities$0
Net Assets$39,664
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $5,130Expenses 2012: $3,216Net Income 2012: $1,9142012Revenue 2013: $136,003Expenses 2013: $141,506Net Income 2013: -$5,5032013Revenue 2014: $3,960Expenses 2014: $4,222Net Income 2014: -$2622014Revenue 2015: $183,124Expenses 2015: $171,795Net Income 2015: $11,3292015Revenue 2016: $1,190Expenses 2016: $3,519Net Income 2016: -$2,3292016Revenue 2017: $201,302Expenses 2017: $198,255Net Income 2017: $3,0472017Revenue 2018: $1,185Expenses 2018: $3,735Net Income 2018: -$2,5502018Revenue 2019: $187,831Expenses 2019: $192,854Net Income 2019: -$5,0232019Revenue 2020: $3,950Expenses 2020: $1,969Net Income 2020: $1,9812020Revenue 2021: $119,533Expenses 2021: $99,964Net Income 2021: $19,5692021Revenue 2022: $455Expenses 2022: $2,658Net Income 2022: -$2,2032022Revenue 2023: $165,468Expenses 2023: $151,077Net Income 2023: $14,3912023Revenue 2024: $4,771Expenses 2024: $8,054Net Income 2024: -$3,2832024Revenue 2025: $39,050Expenses 2025: $13,669Net Income 2025: $25,3812025

Highlighted filing

2025

Revenue$39,050
Expenses$13,669
Net Income$25,381
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$39,664
Liabilities
$0
Net assets
$39,664
Revenue
$39,050
Expenses
$13,669
Net income
$25,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.39$0.14$0.25
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.05$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.65$1.51$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.00$0.03$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$1.20$1.00$0.20
2020Summary only. Only limited summary data is available for this year.$0.11$0.02$0.04$0.02$0.02
2019Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$1.88$1.93$0.05
2018Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.01$0.04$0.03
2017Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$2.01$1.98$0.03
2016Summary only. Only limited summary data is available for this year.$0.09$0.00$0.01$0.04$0.02
2015Summary only. Only limited summary data is available for this year.$0.11$0.00$1.83$1.72$0.11
2014Summary only. Only limited summary data is available for this year.$0.03$0.00$0.04$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$1.36$1.42$0.06
2012Summary only. Only limited summary data is available for this year.$0.09$0.00$0.05$0.03$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 10, 2025
Return Version
2024v5.0
Gross Receipts
$39,050
Mission and Program Overview

Mission

Plan and produce a New England Regional Genealogical Conference to serve the needs of gaining knowledge from national speakers and hundreds of local paid speakers. Event occurs every 2 years in the odd numbered calendar year.

Plan and organize a genealogical conference biennially on the odd-numbered year in the New England Region. Conference is fee-based and open to the public. It is a 4-day conference of educational presentations and venue for Exhibitors of genealogical products.

Program Services

DescriptionGrantsExpenses
Initial revenue (booth and ad sales, registrations) and expenses for Fall 2025 conference and selection of venue for 2027 conference.$0$12,560
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Seema KenneyPresidentPT$0--
Lorraine RobertsVice PresidentPT$0--
Lois LopatinTreasurerPT$0--
Kathryn BlackAssistant TreasurerPT$0--
Jo ZurwellSecretaryPT$0--
Sara CampbellDirectorPT$0--
Sandy DuffyDirectorPT$0--
Jonathan StevensDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
New England Regional Genealogical Consortium
EIN
04-3567661
Phone
5085293197
Address
4 Sadler Road, Upton, MA 01568

Signing Officer

Name
Jennifer Smith
Title
Treasurer
Phone
7816401793
Signed
2025-09-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^2025 Conference Expenses;6866|2027 Conference Deposit;3000|CT State Filing Fees;100|Insurance;558|Technology;200|Speaker Fee Feb 2025 Meeting;250^Total;10974^”

Raw XML Appendix191 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum07816401793
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt010 Serena Ter
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Peabody
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001960
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039664
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0347
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt025381
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt039050
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0446
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt014283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039664
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt014283
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039664
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Seema Kenney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lorraine Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lois Lopatin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kathryn Black
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jo Zurwell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Sara Campbell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Sandy Duffy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jonathan Stevens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010974
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Plan and organize a genealogical conference biennially on the odd-numbered year in the New England Region. Conference is fee-based and open to the public. It is a 4-day conference of educational presentations and venue for Exhibitors of genealogical products.
IRS990EZ/PrintingPublicationsPostageAmt02695
IRS990EZ/ProgramServiceRevenueAmt038157
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Initial revenue (booth and ad sales, registrations) and expenses for Fall 2025 conference and selection of venue for 2027 conference.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt012560
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013669
IRS990EZ/TotalProgramServiceExpensesAmt012560
IRS990EZ/TotalRevenueAmt039050
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.nergc.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0155832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0114925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0272304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0446
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0446
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038257
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038257
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0446
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0446
IRS990ScheduleA/InvestmentIncomeCYPct00.00143
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99857
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt0310561
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038604
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0155832
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0114925
IRS990ScheduleA/Total509Grp/TotalAmt0310561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0750
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0155832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0114925
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0311007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^2025 Conference Expenses;6866|2027 Conference Deposit;3000|CT State Filing Fees;100|Insurance;558|Technology;200|Speaker Fee Feb 2025 Meeting;250^Total;10974^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07816401793
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ENGLAND REGIONAL GENEALOGICAL CONSORTIUM
ReturnHeader/Filer/BusinessNameControlTxt0NEWE
ReturnHeader/Filer/EIN0043567661
ReturnHeader/Filer/PhoneNum05085293197
ReturnHeader/Filer/USAddress/AddressLine1Txt04 Sadler Road
ReturnHeader/Filer/USAddress/CityNm0Upton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001568
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-09-10T12:14:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits