Civic Intelligence

New York Genealogical and Biographical Society

990 • Fiscal year 2020 • EIN 13-5596870

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization ProfileWWW.NEWYORKFAMILYHISTORY.ORG

View Organization Page

36 West 44th Street No 711New York, NY 10036

(212) 755-8532

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.08x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Net Margin

57th percentile

4.6%

Higher net margin than 57% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$238,625

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2020 filings • NTEE B • $10M-$25M nonprofits • Source year 2020

Asset Growth

52nd percentile

7.2%

Faster asset growth than 52% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

2.4%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • NTEE B • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$19,011,353

Up $1,271,721 (+7.2%) from 2019

Net Assets

Up

$18,875,189

Up $1,274,915 (+7.2%) from 2019

Liabilities

Down

$136,164

Down $3,194 (-2.3%) from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin57th percentile

Revenue

Up

$1,699,127

Up $39,841 (+2.4%) from 2019

Expenses

Down

$1,621,388

Down $27,626 (-1.7%) from 2019

Net Income

Up

$77,739

Up $67,467 (+657%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $15,825,485Liabilities 2011: $57,354Net Assets 2011: $15,768,1312011Assets 2012: $16,254,291Liabilities 2012: $58,869Net Assets 2012: $16,195,4222012Assets 2013: $16,887,080Liabilities 2013: $56,461Net Assets 2013: $16,830,6192013Assets 2014: $16,867,257Liabilities 2014: $94,290Net Assets 2014: $16,772,9672014Assets 2015: $15,640,045Liabilities 2015: $81,226Net Assets 2015: $15,558,8192015Assets 2016: $15,625,904Liabilities 2016: $105,496Net Assets 2016: $15,520,4082016Assets 2017: $16,911,356Liabilities 2017: $154,712Net Assets 2017: $16,756,6442017Assets 2018: $16,051,466Liabilities 2018: $129,983Net Assets 2018: $15,921,4832018Assets 2019: $17,739,632Liabilities 2019: $139,358Net Assets 2019: $17,600,2742019Assets 2020: $19,011,353Liabilities 2020: $136,164Net Assets 2020: $18,875,1892020Assets 2021: $20,147,191Liabilities 2021: $134,732Net Assets 2021: $20,012,4592021Assets 2022: $17,141,281Liabilities 2022: $116,173Net Assets 2022: $17,025,1082022Assets 2023: $18,024,036Liabilities 2023: $142,766Net Assets 2023: $17,881,2702023Assets 2024: $18,538,944Liabilities 2024: $172,287Net Assets 2024: $18,366,6572024

Highlighted filing

2020

Assets$19,011,353
Liabilities$136,164
Net Assets$18,875,189
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,504,462Expenses 2011: $1,228,078Net Income 2011: $276,3842011Expenses 2012: $1,144,0272012Revenue 2013: $1,404,470Expenses 2013: $1,164,562Net Income 2013: $239,9082013Revenue 2014: $1,282,215Expenses 2014: $1,246,791Net Income 2014: $35,4242014Revenue 2015: $922,798Expenses 2015: $1,387,525Net Income 2015: -$464,7272015Revenue 2016: $991,015Expenses 2016: $1,324,022Net Income 2016: -$333,0072016Revenue 2017: $1,392,549Expenses 2017: $1,399,196Net Income 2017: -$6,6472017Revenue 2018: $1,658,051Expenses 2018: $1,526,504Net Income 2018: $131,5472018Revenue 2019: $1,659,286Expenses 2019: $1,649,014Net Income 2019: $10,2722019Revenue 2020: $1,699,127Expenses 2020: $1,621,388Net Income 2020: $77,7392020Revenue 2021: $2,282,555Expenses 2021: $1,725,966Net Income 2021: $556,5892021Revenue 2022: $1,581,836Expenses 2022: $1,988,077Net Income 2022: -$406,2412022Revenue 2023: $1,974,476Expenses 2023: $2,053,883Net Income 2023: -$79,4072023Revenue 2024: $2,444,400Expenses 2024: $2,196,463Net Income 2024: $247,9372024

Highlighted filing

2020

Revenue$1,699,127
Expenses$1,621,388
Net Income$77,739
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$7,354,613
Mission and Program Overview

Mission

The new york genealogical and biographical society (nyg&b) preserves, documents, and shares the stories of families across the state of new york. We engage with genealogists, biographers, historians, and organizations to establish the broader contexts of new york's past. The nyg&b actively fosters communications between new york's past and the present.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,591,761$15,136,684▲ $1,544,923
Land, Buildings, and Equipment, Net$2,881,380$2,746,141▼ $135,239
Intangible Assets$403,418$338,696▼ $64,722
Cash and Non-Interest-Bearing Accounts$207,811$223,238▲ $15,427
Savings and Temporary Cash Investments$284,569$162,059▼ $122,510
Pledges and Grants Receivable$100,000$100,903▲ $903
Inventories for Sale or Use$46,524$63,586▲ $17,062
Prepaid Expenses and Deferred Charges$7,717$8,338▲ $621
Accounts Receivable$3,967$4,949▲ $982
Total Assets$17,739,632$19,011,353▲ $1,271,721
Other Assets Total$212,485$226,759▲ $14,274
Liabilities
Deferred Revenue$118,874$93,178▼ $25,696
Accounts Payable and Accrued Expenses$20,484$42,986▲ $22,502
Total Liabilities$139,358$136,164▼ $3,194
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,092,810$18,388,139▲ $1,295,329
Net Assets With Donor Restrictions$507,464$487,050▼ $20,414
Total Net Assets Fund Balance$17,600,274$18,875,189▲ $1,274,915
Total Liabilities and Net Assets / Fund Balance$17,739,632$19,011,353▲ $1,271,721

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,090,257$1,026,912$3,117,169
Leasehold Improvements$563,383$670,774$1,234,157
Other Land Buildings$89,693$6,726$96,419
Equipment$2,808$4,449$7,257

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$13,863,882$12,890▲ $1,809,468-$15,286,240
2019$12,259,461$16,313▲ $2,100,970-$13,863,882
2018$13,497,136-▼ $689,675-$12,259,461
2017$12,090,638-▲ $1,916,498-$13,497,136
2016$11,993,869-▲ $766,522-$12,090,638
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D Joshua TaylorPresident and Trustee Ex OfficioFT$217,078$21,547$238,625
Jennifer DavisDirector of Development and MembershipFT$115,988$10,931$126,919

Board Members and Trustees

NameTitle
Iain H BruceChairman
Kathleen Hill TeslukVice Chairman
Adrieene AuerbachTrustee
Anne Sibert BuiterTrustee
Blaine BettingerTrustee
Bruce W AddisonTrustee
Elbrun KimmelmanTrustee
Lorraine C BellTrustee
Luke Ives PontifellTrustee
Stephen S MadsenTrustee
William G PomeroyTrustee
Sharon W VainoSecretary
William C HallettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$364,074
Program Service Revenue
$577,710
Investment Income
$726,421
Other Revenue
$30,922
All Other Contributions
$364,074
Change in Net Assets
$77,739

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,607,976
Revenue Not Reported on Financial Statements
$91,151
Revenue Not Reported on Form 990
$1,197,176
Other Revenue Adjustments
$91,151
Total Revenue per Audited Statements
$2,805,152
Total Revenue per Form 990
$1,699,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$869,262
Other Expenses$752,126
Total Fundraising Expense$88,824
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$496,427$26,791$17,182$540,400
Depreciation Depletion$169,077$56,359-$225,436
Current Officers, Directors, Trustees, and Key Employees$86,831$86,831$43,416$217,078
Fees for Service Investment Mgmnt Fees-$91,151-$91,151
Occupancy$37,877$18,791-$56,668
Information Technology$49,155$5,462-$54,617
Payroll Taxes$38,588$7,517$4,009$50,114
Other Employee Benefits$38,421$7,485$3,992$49,898
Office Expenses$37,555$10,165$805$48,525
Insurance$6,911$16,125-$23,036
Fees for Services Accounting$10,893$7,262-$18,155
Other Expenses$16,918-$18,478$16,918
All Other Expenses$13,146$1,461-$14,607
Advertising$11,274$2,818-$14,092
Pension Plan Contributions$9,064$1,766$942$11,772
Fees for Services Other$2,654$1,769-$4,423
Total Functional Expenses$1,190,811$341,753$88,824$1,621,388

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,621,388
Expenses per Audited Statements$1,530,237
Total Expenses per Audited Statements$1,530,237
Expenses Not Reported on Financial Statements$91,151
Other Expense Adjustments$91,151
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft copy of the 990 is forward to the audit committee of the organization. A copy is also made available to all other board members. Any questions or changes are discussed before a final is filed.”

Form 990, Part VI, Section B, Line 12C

“The board and staff are provided with a copy of the conflict of interest policy annually and are required to disclose any conflicts.”

Form 990, Part VI, Section B, Line 15

“Employees have performance reviews. Wage increases are approved by the president. The president's review and wage increases are evaluated and approved by the governing board.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policy, and financial statements are kept on hand at the organization's headquarters and are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New York Genealogical and
EIN
13-5596870
Phone
2127558532
Address
36 WEST 44TH STREET NO 711, NEW YORK, NY 10036

Signing Officer

Name
D Joshua Taylor
Title
President
Phone
2127558532
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
D Joshua Taylor
Formed
1869
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
10
Volunteers
25

Preparer

Firm
Malesardi Quackenbush Swift & Co LLC
Address
155 NORTH DEAN STREET - SUITE 5, ENGLEWOOD, NJ 07631
Preparer
Dan Polazzi
Phone
2015674100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest in perpetual trust 14,274.”

Financial Statement Notes

PART V, LINE 4:

“Investments from endowment funds are used to help finance genealogical and historical studies of the early huguenot families who participated in the settlement of staten island and to purchase books and other materials related to these families and their early history.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest of trust 14,274.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT FEES 91,151.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“INVESTMENT FEES 91,151.”

PART III, LINE 4:

“Nygb has portraits and stained glass windows in its collections. They are kept to preserve the history and artwork of the people of new york in connection with their exempt purpose.”

Raw XML AppendixShowing 400 of 614 raw XML fields

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IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF DEVELOPMENT AND MEMBERSHIP
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE NYG&B WELCOMES MEMBERS FROM ACROSS THE UNITED STATES WHO ARE INTERESTED IN DISCOVERING AND PRESERVING NEW YORK STORIES. OUR WEBSITE, NEWYORKFAMILYHISTORY.ORG, PROVIDES ACCESS TO EXTENSIVE NEW YORK RECORDS, AN IN-DEPTH KNOWLEDGE BASE OF ARTICLES AND RESEARCH AIDS, AND GUIDES TO EACH OF NEW YORK'S 62 COUNTIES. THE NYG&B ALSO OFFERS PERSONALIZED CONSULTATIONS AND RESEARCH SERVICES FOR INDIVIDUALS AND ORGANIZATIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE NYG&B PUBLISHES THE NEW YORK GENEALOGICAL AND BIOGRAPHICAL RECORD, A RENOWNED PEER REVIEWED QUARTERLY THAT DOCUMENTS NEW YORK FAMILIES AND THE NEW YORK RESEARCHER, A QUARTERLY MAGAZINE DEVOTED TO SHARING RESEARCH ARTICLES AND OTHER TIMELY INFORMATION RELATING TO NEW YORK FAMILY HISTORY. SIGNIFICANT PUBLICATIONS IN PROGRESS INCLUDE A GUIDE TO TRACING IMMIGRANTS THROUGH NEW YORK CITY AND A GUIDE TO THE HOLDINGS OF THE NEW YORK STATE ARCHIVES FOR GENEALOGISTS AND LOCAL HISTORIANS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0115138
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt030802
IRS990/ProgSrvcAccomActyOtherGrp/Desc0NYG&B ALSO PROVIDES CONSULTATIONS TO ASSIST WITH FAMILY TREE RESEARCH. MEMBERS CAN BOOK AN APPOINTMENT WITH STAFF GENEALOGISTS TO ASSIST WITH FAMILY HISTORY RESEARCH EITHER BY PHONE OR IN PERSON. NYG&B CAN ALSO BE HIRED TO RESEARCH YOUR FAMILY TREE. RESEARCH PROJECTS RANGE FROM SINGLE RESEARCH QUESTIONS TO MULTI-GENERATIONAL FAMILY HISTORIES.
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,011,353
Liabilities
$136,164
Net assets
$18,875,189
Revenue
$1,699,127
Expenses
$1,621,388
Net income
$77,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$0.17$18.4$2.44$2.20$0.25
2023Summary only. Only limited summary data is available for this year.$18.0$0.14$17.9$1.97$2.05$0.08
2022Summary only. Only limited summary data is available for this year.$17.1$0.12$17.0$1.58$1.99$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.13$20.0$2.28$1.73$0.56
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.14$18.9$1.70$1.62$0.08
2019Summary only. Only limited summary data is available for this year.$17.7$0.14$17.6$1.66$1.65$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.1$0.13$15.9$1.66$1.53$0.13
2017Summary only. Only limited summary data is available for this year.$16.9$0.15$16.8$1.39$1.40$0.01
2016Summary only. Only limited summary data is available for this year.$15.6$0.11$15.5$0.99$1.32$0.33
2015Detailed filing. Detailed filing data is available for this year.$15.6$0.08$15.6$0.92$1.39$0.46
2014Summary only. Only limited summary data is available for this year.$16.9$0.09$16.8$1.28$1.25$0.04
2013Detailed filing. Detailed filing data is available for this year.$16.9$0.06$16.8$1.40$1.16$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.06$16.2$1.14
2011Summary only. Only limited summary data is available for this year.$15.8$0.06$15.8$1.50$1.23$0.28
Peer Organizations

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