Civic Intelligence

North San Diego County Genealogical Society

EIN 23-7373836 • 501(c)3

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

62nd percentile

9.1%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

56th percentile

0.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$175,262

Down $2,078 (-1.2%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$175,262

Down $2,078 (-1.2%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

Down

$13,607

Down $2,003 (-13%) from 2021

Expenses

Up

$15,687

Up $1,190 (+8.2%) from 2021

Net Income

Down

-$2,080

Down $3,193 (-287%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$200K$150K$100K$50K$0Assets 2020: $176,229Net Assets 2020: $176,2292020Assets 2021: $177,340Net Assets 2021: $177,3402021Assets 2022: $175,262Net Assets 2022: $175,2622022

Highlighted filing

2022

Assets$175,262
Liabilities-
Net Assets$175,262
Open 2022 Filing

Operations Trend

Revenue Growth71st percentile

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

$20K$15K$10K$5.0K$0-$5.0KRevenue 2020: $14,462Expenses 2020: $12,422Net Income 2020: $2,0402020Revenue 2021: $15,610Expenses 2021: $14,497Net Income 2021: $1,1132021Revenue 2022: $13,607Expenses 2022: $15,687Net Income 2022: -$2,0802022

Highlighted filing

2022

Revenue$13,607
Expenses$15,687
Net Income-$2,080
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$175,262
Liabilities
-
Net assets
$175,262
Revenue
$13,607
Expenses
$15,687
Net income
-$2,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$1.75$0.14$0.16$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$1.77$0.16$0.14$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.76$0.14$0.12$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 25, 2023
Return Version
2022v5.0
Gross Receipts
$13,607
Mission and Program Overview

Mission

Foster genealogical research

Program Services

DescriptionGrantsExpenses
TO CONTRIBUTE LIBRARY RESOURCES AND PURCHASE GENEOLOGICAL BOOKS SPECIALZING IN GENEOLOGY, HISTORY, AND BIOGRAPHY AND AID IN THE COLLECTION AND PRESERVATION OF AUTHENTIC GENEOLOGICAL RECORDS.$3,039$8,419
TO FOSTER INTEREST IN GENEOLOGICAL RESEARCH BY HOLDING MEETINGS, PROGRAMS, CLASSES, AND SEMINARS FOR THE INSTRUCTION AND INCREASED EFFECTIVENESS OF THE GENEOLOGY COMMUNITY.-$3,261
TO BE OF MUTUTAL AND PRACITCAL HELP TO EACH OTHER AND OTHERS INTERSTED IN GENEOLOGY. PREPARE AND MAIL MONTHLY NEWSLETTER--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MADSONCFO-$0--
VICKI MAYCEO-$0--
JEAN TEMPKESecretary-$0--
SUE MADSENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
North San Diego County
EIN
23-7373836
Phone
7606300121
Address
PO BOX 581, CARLSBAD, CA 92018

Signing Officer

Name
Sue Madsen
Title
Treasurer
Phone
8586033503
Signed
2023-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Carlsbad Certified Public Accountants
Address
5741 PALMER WAY SUITE A, CARLSBAD, CA 92010-7248
Preparer
Lori a Merino
Phone
7604389500
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

“NSDCGS”

Form 990-ez, Part I, Line 16

“Expenses tech software and expenses 234 insurance 1,509 library purchases 5,146 newsletter expense 182 programs expense 1,275 seminar case study 14 seminar expense 761 supplies 447 total 9,568”

Form 990-ez, Part III, Line 28

“To contribute library resources and purchase geneological books specialzing in geneology, history, and biography and aid in the collection and preservation of authentic geneological records.”

Raw XML Appendix150 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/PersonNm0SANDY FOLLMER
IRS990EZ/BooksInCareOfDetail/PhoneNum08586033503
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 581
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092018
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0177342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0175262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01417
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2080
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03080
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0177342
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0175262
IRS990EZ/FundraisingGrossIncomeAmt02927
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03039
IRS990EZ/GrossReceiptsAmt013607
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0533
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08730
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177342
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0175262
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177342
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0175262
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUSAN MADSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKI MAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEAN TEMPKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUE MADSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09568
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FOSTER GENEALOGICAL RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO CONTRIBUTE LIBRARY RESOURCES AND PURCHASE GENEOLOGICAL BOOKS SPECIALZING IN GENEOLOGY, HISTORY, AND BIOGRAPHY AND AID IN THE COLLECTION AND PRESERVATION OF AUTHENTIC GENEOLOGICAL RECORDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO FOSTER INTEREST IN GENEOLOGICAL RESEARCH BY HOLDING MEETINGS, PROGRAMS, CLASSES, AND SEMINARS FOR THE INSTRUCTION AND INCREASED EFFECTIVENESS OF THE GENEOLOGY COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2TO BE OF MUTUTAL AND PRACITCAL HELP TO EACH OTHER AND OTHERS INTERSTED IN GENEOLOGY. PREPARE AND MAIL MONTHLY NEWSLETTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03039
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08419
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13261
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt02927
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt015687
IRS990EZ/TotalProgramServiceExpensesAmt011680
IRS990EZ/TotalRevenueAmt013607
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01417
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02263
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0151456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0158741
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt012190
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt013929
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt020275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt021115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080056
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0238797
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013607
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt022199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0172571
IRS990ScheduleA/Total509Grp/TotalAmt0238797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt013607
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015610
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt022199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0172571
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0238797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NSDCGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TECH SOFTWARE AND EXPENSES 234 INSURANCE 1,509 LIBRARY PURCHASES 5,146 NEWSLETTER EXPENSE 182 PROGRAMS EXPENSE 1,275 SEMINAR CASE STUDY 14 SEMINAR EXPENSE 761 SUPPLIES 447 TOTAL 9,568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO CONTRIBUTE LIBRARY RESOURCES AND PURCHASE GENEOLOGICAL BOOKS SPECIALZING IN GENEOLOGY, HISTORY, AND BIOGRAPHY AND AID IN THE COLLECTION AND PRESERVATION OF AUTHENTIC GENEOLOGICAL RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE MADSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586033503
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH SAN DIEGO COUNTY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GENEALOGICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0237373836
ReturnHeader/Filer/PhoneNum07606300121
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 581
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLSBAD CERTIFIED PUBLIC ACCOUNTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05741 PALMER WAY SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920107248
ReturnHeader/PreparerPersonGrp/PhoneNum07604389500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A MERINO
ReturnHeader/ReturnTs02023-05-03T17:46:32-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MADSEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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