Civic Intelligence

North San Diego County Genealogical Society Incorporated

990EZ • Fiscal year 2019 • EIN 23-7373836

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 14, 2020

Organization ProfileN/A
PO Box 581Carlsbad, CA 92018

(760) 630-0121

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

19th percentile

-16%

Higher net margin than 19% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.0%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$174,189

No earlier filing loaded for comparison.

Net Assets

$174,189

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

$21,869

No earlier filing loaded for comparison.

Expenses

$25,398

No earlier filing loaded for comparison.

Net Income

-$3,529

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$200K$150K$100K$50K$0Assets 2019: $174,189Net Assets 2019: $174,1892019Assets 2020: $176,229Net Assets 2020: $176,2292020Assets 2021: $177,340Net Assets 2021: $177,3402021Assets 2022: $175,262Net Assets 2022: $175,2622022

Highlighted filing

2019

Assets$174,189
Liabilities-
Net Assets$174,189
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30K$20K$10K$0-$10KRevenue 2019: $21,869Expenses 2019: $25,398Net Income 2019: -$3,5292019Revenue 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

2019

Revenue$21,869
Expenses$25,398
Net Income-$3,529
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 14, 2020
Return Version
2019v5.0
Gross Receipts
$22,199
Mission and Program Overview

Mission

Foster genealogical research

Program Services

DescriptionGrantsExpenses
CONDUCT CLASSES AND PROGRAMS IN GENEALOGY-$7,574
PURCHASE GENEALOGICAL BOOKS, MICROFILM & MICROFICHE FOR THE CARLSBAD PUBLIC LIBRARY GENEALOGY DEPT.-$4,513
PREPARE AND MAIL MONTHLY NEWSLETTER-$81
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS COUSINEAUPresidentPT$0--
DOUG WHISKERSVice PresidePT$0--
MARINNE METHSecretaryPT$0--
SUE MADSENTreasurerPT$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
2020-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Hackett Metsker & Oswald Cpas
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 50th anniversary expense 1,162 coffee hour 81 holiday social party 2,074 education classes 14 name tags 14 publicity 25 library purchases 4,499 newsletter expense 290 programs expense 1,764 seminar case study 500 seminar expense 4,262 summer social 1,592 supplies 248 total 16,525”

Raw XML Appendix139 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/BOYAmt0177718
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0174189
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01924
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3529
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08873
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0177718
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0174189
IRS990EZ/FundraisingGrossIncomeAmt09699
IRS990EZ/GrossReceiptsAmt022199
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01566
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09010
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0177718
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0174189
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0177718
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0174189
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS COUSINEAU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOUG WHISKERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARINNE METH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUE MADSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016525
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FOSTER GENEALOGICAL RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASE GENEALOGICAL BOOKS, MICROFILM & MICROFICHE FOR THE CARLSBAD PUBLIC LIBRARY GENEALOGY DEPT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONDUCT CLASSES AND PROGRAMS IN GENEALOGY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PREPARE AND MAIL MONTHLY NEWSLETTER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04513
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17574
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0330
IRS990EZ/SpecialEventsNetIncomeLossAmt09369
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025398
IRS990EZ/TotalProgramServiceExpensesAmt012168
IRS990EZ/TotalRevenueAmt021869
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01924
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0151456
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0153380
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020275
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt021115
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt041390
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0194770
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0172571
IRS990ScheduleA/Total509Grp/TotalAmt0194770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022199
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0172571
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0194770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NSDCGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES 50TH ANNIVERSARY EXPENSE 1,162 COFFEE HOUR 81 HOLIDAY SOCIAL PARTY 2,074 EDUCATION CLASSES 14 NAME TAGS 14 PUBLICITY 25 LIBRARY PURCHASES 4,499 NEWSLETTER EXPENSE 290 PROGRAMS EXPENSE 1,764 SEMINAR CASE STUDY 500 SEMINAR EXPENSE 4,262 SUMMER SOCIAL 1,592 SUPPLIES 248 TOTAL 16,525
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUE MADSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08586033503
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-14
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0E18D35C91573A059210740CE2D61803ED4E205B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E18D35C91573A059210740CE2D61803ED4E205B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.176.184.198
ReturnHeader/FilingSecurityInformation/IPDt02020-02-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm018:00:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261081736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HACKETT METSKER & OSWALD CPAS
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/PreparationDt02020-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI A MERINO
ReturnHeader/ReturnTs02020-02-18T18:00:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,189
Liabilities
-
Net assets
$174,189
Revenue
$21,869
Expenses
$25,398
Net income
-$3,529
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
2019Detailed filing. Detailed filing data is available for this year.$1.74$1.74$0.22$0.25$0.04