Civic Intelligence

Utah Genealogical Association Pmb 1082

990 • Fiscal year 2020 • EIN 23-7244371

Apr 01, 2019 to Mar 31, 2020 • Filed on Oct 18, 2020

Organization ProfileUGAGENEALOGY.ORG
P O Box 1144Salt Lake City, UT 84110

(801) 259-4172

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

25%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-9.5%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$308,715

Up $136,440 (+79%) from 2018

Net Assets

Up

$308,715

Up $136,440 (+79%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin64th percentile

Revenue

Up

$409,167

Up $113,923 (+39%) from 2018

Expenses

Up

$347,199

Up $91,873 (+36%) from 2018

Net Income

Up

$61,968

Up $22,050 (+55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$800K$600K$400K$200K$0Assets 2014: $45,736Liabilities 2014: $0Net Assets 2014: $45,7362014Assets 2015: $63,286Liabilities 2015: $0Net Assets 2015: $63,2862015Assets 2016: $94,769Liabilities 2016: $0Net Assets 2016: $94,7692016Assets 2017: $132,357Liabilities 2017: $0Net Assets 2017: $132,3572017Assets 2018: $172,275Liabilities 2018: $0Net Assets 2018: $172,2752018Assets 2020: $308,715Liabilities 2020: $0Net Assets 2020: $308,7152020Assets 2021: $524,304Liabilities 2021: $5,542Net Assets 2021: $518,7622021Assets 2025: $711,912Liabilities 2025: $0Net Assets 2025: $711,9122025

Highlighted filing

2020

Assets$308,715
Liabilities$0
Net Assets$308,715
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $161,922Expenses 2014: $168,589Net Income 2014: -$6,6672014Revenue 2015: $180,848Expenses 2015: $163,298Net Income 2015: $17,5502015Revenue 2016: $229,052Expenses 2016: $197,821Net Income 2016: $31,2312016Revenue 2017: $300,321Expenses 2017: $262,733Net Income 2017: $37,5882017Revenue 2018: $295,244Expenses 2018: $255,326Net Income 2018: $39,9182018Revenue 2020: $409,167Expenses 2020: $347,199Net Income 2020: $61,9682020Revenue 2021: $431,747Expenses 2021: $221,700Net Income 2021: $210,0472021Revenue 2025: $360,013Expenses 2025: $325,122Net Income 2025: $34,8912025

Highlighted filing

2020

Revenue$409,167
Expenses$347,199
Net Income$61,968
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Oct 18, 2020
Return Version
2019v5.0
Gross Receipts
$409,167
Mission and Program Overview

Mission

The utah genealogical association provides genealogical information, sources and education through personal instruction and published media on state, national and international family history topics, while promoting high standards and ethical practices.

The utah genealogical association provides genealogical information, sources and education through personal instruction and published media on state, national and international family history topics, while promoting high standared and ethical practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$246,747$308,715▲ $61,968
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$246,747$308,715▲ $61,968
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$246,747$308,715▲ $61,968
Total Net Assets Fund Balance$246,747$308,715▲ $61,968
Total Liabilities and Net Assets / Fund Balance$246,747$308,715▲ $61,968
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Kelly SumersPresident
Julia OldroydVice President
Dayna JacobsDirector
Gerhard RufDirector
Jeane BurtonDirector
Liz MillerDirector
Lynne ShumwayDirector
Michael StraussDirector
Mike BronnerDirector
Peg IvanyoDirector
Tanner TolmanDirector
Tristan TolmanDirector
Zachary HamiltonDirector
Claudia SudweeksSecretary
Jim FredricksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,871
Program Service Revenue
$377,795
Investment Income
$1,041
Other Revenue
$460
All Other Contributions
$565
Change in Net Assets
$61,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$347,199
Total Fundraising Expense$1,492
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$101,711$573-$102,284
All Other Expenses$16,545$25,229$1,492$43,266
Conferences and Meetings$20,788--$20,788
Other Expenses$11,705$314-$11,705
Insurance-$4,801-$4,801
Occupancy-$1,380-$1,380
Total Functional Expenses$313,410$32,297$1,492$347,199
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Utah Genealogical Association
EIN
23-7244371
Phone
8012594172
Address
P O BOX 1144, SALT LAKE CITY, UT 84110

Signing Officer

Name
Kelly Summers
Title
President
Signed
2020-10-18
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Ut
Voting Board Members
15
Independent Board Members
0
Employees
0

Preparer

Firm
Ww Financial Services
Address
4 CIRCLE OAKS, SANDY, UT 84092-5503
Preparer
Wanda Williamson
Phone
8015719068
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“ADVISORY COMMITTEE EXPENSE: Column (A) - Total = $60; Column (B) - Program Services = $60; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“AWARDS: Column (A) - Total = $477; Column (B) - Program Services = $0; Column (C) - Management & General = $477; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CHAPTER SUPPORT: Column (A) - Total = $800; Column (B) - Program Services = $0; Column (C) - Management & General = $800; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“HOTEL FEES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MARKETNG: Column (A) - Total = $6225; Column (B) - Program Services = $4733; Column (C) - Management & General = $0; Column (D) - Fundraising = $1492”

Form 990, Part IX, Line 24E: Other Expenses

“MEALS: Column (A) - Total = $950; Column (B) - Program Services = $950; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MERCHANT FEES: Column (A) - Total = $2749; Column (B) - Program Services = $0; Column (C) - Management & General = $2749; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MISCELLANEOUS: Column (A) - Total = $5382; Column (B) - Program Services = $5163; Column (C) - Management & General = $219; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“OUTSIDE SERVICES: Column (A) - Total = $3280; Column (B) - Program Services = $0; Column (C) - Management & General = $3280; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $707; Column (B) - Program Services = $380; Column (C) - Management & General = $327; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $82; Column (B) - Program Services = $0; Column (C) - Management & General = $82; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PUBLICATIONS: Column (A) - Total = $10719; Column (B) - Program Services = $0; Column (C) - Management & General = $10719; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“REFERENCE: Column (A) - Total = $95; Column (B) - Program Services = $0; Column (C) - Management & General = $95; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SOFTWARE: Column (A) - Total = $6241; Column (B) - Program Services = $0; Column (C) - Management & General = $6241; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SWIG EXPENSE: Column (A) - Total = $395; Column (B) - Program Services = $395; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE: Column (A) - Total = $240; Column (B) - Program Services = $0; Column (C) - Management & General = $240; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TRANSPORTATION: Column (A) - Total = $4864; Column (B) - Program Services = $4864; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“VOLUNTEERS: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt029871
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0409167
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04801
IRS990/InsuranceGrp/TotalAmt04801
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01041
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01041
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt041
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt029306
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE UTAH GENEALOGICAL ASSOCIATION PROVIDES GENEALOGICAL INFORMATION, COURCES AND EDUCATION THROUGH PERSONAL INSTRUCTION AND PUBLISED MEDIA ON STATE, NATIONAL AND INTERNATIONAL FAMILY HISTORY TOPICS, WHILE PROMOTING HIGH STANDARDS AND ETHICAL PRACTICES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0246747
IRS990/NetAssetsOrFundBalancesEOYAmt0308715
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0246747
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0308715
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01380
IRS990/OccupancyGrp/TotalAmt01380
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PRESENTERS
IRS990/OtherExpensesGrp/Desc1SLIG VIRTUAL
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3SYLLABUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0314
IRS990/OtherExpensesGrp/ProgramServicesAmt0126757
IRS990/OtherExpensesGrp/ProgramServicesAmt122704
IRS990/OtherExpensesGrp/ProgramServicesAmt213200
IRS990/OtherExpensesGrp/ProgramServicesAmt311705
IRS990/OtherExpensesGrp/TotalAmt0126757
IRS990/OtherExpensesGrp/TotalAmt122704
IRS990/OtherExpensesGrp/TotalAmt213514
IRS990/OtherExpensesGrp/TotalAmt311705
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PUB & SPECIAL EVENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0460
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0460
IRS990/OtherRevenueTotalAmt0460
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES DAVIS
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE-SLIG
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0377795
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0377795
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029842
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt054
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0377885
IRS990/PYProgramServiceRevenueAmt0422461
IRS990/PYRevenuesLessExpensesAmt074472
IRS990/PYTotalExpensesAmt0377885
IRS990/PYTotalRevenueAmt0452357
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt061968
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt057277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt027279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0113862
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0565
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0647
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0647
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0113862
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt029306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt057277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt027279
IRS990ScheduleA/Total509Grp/TotalAmt0113862
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt057331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt027307
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114509
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVISORY COMMITTEE EXPENSE: Column (A) - Total = $60; Column (B) - Program Services = $60; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AWARDS: Column (A) - Total = $477; Column (B) - Program Services = $0; Column (C) - Management & General = $477; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHAPTER SUPPORT: Column (A) - Total = $800; Column (B) - Program Services = $0; Column (C) - Management & General = $800; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5HOTEL FEES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARKETNG: Column (A) - Total = $6225; Column (B) - Program Services = $4733; Column (C) - Management & General = $0; Column (D) - Fundraising = $1492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEALS: Column (A) - Total = $950; Column (B) - Program Services = $950; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MERCHANT FEES: Column (A) - Total = $2749; Column (B) - Program Services = $0; Column (C) - Management & General = $2749; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS: Column (A) - Total = $5382; Column (B) - Program Services = $5163; Column (C) - Management & General = $219; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OUTSIDE SERVICES: Column (A) - Total = $3280; Column (B) - Program Services = $0; Column (C) - Management & General = $3280; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Postage and Shipping: Column (A) - Total = $707; Column (B) - Program Services = $380; Column (C) - Management & General = $327; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Printing and Publications: Column (A) - Total = $82; Column (B) - Program Services = $0; Column (C) - Management & General = $82; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PUBLICATIONS: Column (A) - Total = $10719; Column (B) - Program Services = $0; Column (C) - Management & General = $10719; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14REFERENCE: Column (A) - Total = $95; Column (B) - Program Services = $0; Column (C) - Management & General = $95; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15SOFTWARE: Column (A) - Total = $6241; Column (B) - Program Services = $0; Column (C) - Management & General = $6241; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SWIG EXPENSE: Column (A) - Total = $395; Column (B) - Program Services = $395; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TELEPHONE: Column (A) - Total = $240; Column (B) - Program Services = $0; Column (C) - Management & General = $240; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18TRANSPORTATION: Column (A) - Total = $4864; Column (B) - Program Services = $4864; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19VOLUNTEERS: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$308,715
Liabilities
$0
Net assets
$308,715
Revenue
$409,167
Expenses
$347,199
Net income
$61,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.12$0.00$7.12$3.60$3.25$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.06$5.19$4.32$2.22$2.10
2020Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$4.09$3.47$0.62
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$2.95$2.55$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$3.00$2.63$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$2.29$1.98$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.81$1.63$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$1.62$1.69$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits