Civic Intelligence

Napa Valley Genealogical Society

990 • Fiscal year 2016 • EIN 23-7444798

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 10, 2017

Organization ProfileWWW.NAPAVALLEYGENEALOGY.ORG
1701 Menlo AveNapa, CA 94558-4725

(707) 252-3973

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-80%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.4%

Faster asset growth than 37% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-38%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$395,274

Down $18,045 (-4.4%) from 2015

Net Assets

Down

$395,274

Down $18,045 (-4.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin6th percentile

Revenue

Down

$15,724

Down $9,823 (-38%) from 2015

Expenses

Up

$28,228

Up $4,778 (+20%) from 2015

Net Income

Down

-$12,504

Down $14,601 (-696%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$600K$400K$200K$0Assets 2013: $417,629Liabilities 2013: $0Net Assets 2013: $417,6292013Assets 2014: $410,120Liabilities 2014: $0Net Assets 2014: $410,1202014Assets 2015: $413,319Liabilities 2015: $0Net Assets 2015: $413,3192015Assets 2016: $395,274Liabilities 2016: $0Net Assets 2016: $395,2742016

Highlighted filing

2016

Assets$395,274
Liabilities$0
Net Assets$395,274
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$40K$20K$0-$20KRevenue 2013: $15,079Expenses 2013: $25,254Net Income 2013: -$10,1752013Revenue 2014: $16,666Expenses 2014: $23,943Net Income 2014: -$7,2772014Revenue 2015: $25,547Expenses 2015: $23,450Net Income 2015: $2,0972015Revenue 2016: $15,724Expenses 2016: $28,228Net Income 2016: -$12,5042016

Highlighted filing

2016

Revenue$15,724
Expenses$28,228
Net Income-$12,504
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 10, 2017
Return Version
2016v3.0
Gross Receipts
$17,113
Mission and Program Overview

Mission

Provide classes, training on research, equipment to copy provide research library and location for classes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$179,507$169,218▼ $10,289
Savings and Temporary Cash Investments$136,425$120,615▼ $15,810
Intangible Assets$79,680$79,680→ $0
Cash and Non-Interest-Bearing Accounts$17,707$25,761▲ $8,054
Total Assets$413,319$395,274▼ $18,045
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$413,319$395,274▼ $18,045
Total Net Assets Fund Balance$413,319$395,274▼ $18,045
Total Liabilities and Net Assets / Fund Balance$413,319$395,274▼ $18,045

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$87,567$148,440$236,007
Land$56,303-$56,303
Buildings$25,348$10,716$36,064
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Karen BurzdakPresident
Christine DunnSecretary
Jeanine LaylandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,376
Program Service Revenue
$4,245
Investment Income
$303
Other Revenue
$9,800
Change in Net Assets
$-12,504
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$28,228
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$11,052$276-$11,328
Occupancy$6,629$2,673-$9,302
Depreciation Depletion$6,311--$6,311
Fees for Services Accounting-$925-$925
Office Expenses-$362-$362
Total Functional Expenses$23,992$4,236$0$28,228
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,935
Fundraising Direct Expenses$1,389
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
Yes
Audit committee
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Napa Valley Genealogical &
EIN
23-7444798
Phone
7072523973
Address
1701 MENLO AVE, NAPA, CA 94558-4725

Signing Officer

Name
Jeanine Layland
Title
Treasurer
Phone
7072522252
Signed
2017-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Burzdak
Legal Domicile
CA
Voting Board Members
195
Independent Board Members
195
Employees
0

Preparer

Firm
Capital Business Service
Address
2033 1ST ST, NAPA, CA 94559-2348
Preparer
Thomas P Cox CPA
Phone
7072528844
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Acquiring documents & books to provide research library”

Form 990, Part IX, Line 11G

“60900-sales tax 37 0 0 65010-dues 120 0 0 65011-online subscriptions 307 0 0 65020-postage mailing service 0 276 0 65031-wine press printing 746 0 0 65040-supplies 1,064 0 0 65051-internet service 1,794 0 0 65060-misc & paypal fees 514 0 0 65070-special projects 4,222 0 0 6510- liability insurance 1,401 0 0 66501-book draw 503 0 0 68300-program costs 344 0 0 total 11,052 276 0”

Form 990, Part XI, Line 9

“UBS FEES 75”

Raw XML Appendix323 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.

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IRS990/IRPDocumentCnt00
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IRS990/LandBldgEquipAccumDeprecAmt0159156
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IRS990/LoanOutstandingInd0false
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02673
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt075
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IRS990/OtherRevenueMiscGrp/Desc2CLASS FACILITY USE
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IRS990/OtherRevenueTotalAmt01254
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KAREN BURZDAK
IRS990/PriorPeriodAdjustmentsAmt0-5616
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06311
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt011179
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACQUIRING DOCUMENTS & BOOKS TO PROVIDE RESEARCH LIBRARY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt360900-SALES TAX 37 0 0 65010-DUES 120 0 0 65011-ONLINE SUBSCRIPTIONS 307 0 0 65020-POSTAGE MAILING SERVICE 0 276 0 65031-WINE PRESS PRINTING 746 0 0 65040-SUPPLIES 1,064 0 0 65051-INTERNET SERVICE 1,794 0 0 65060-MISC & PAYPAL FEES 514 0 0 65070-SPECIAL PROJECTS 4,222 0 0 6510- LIABILITY INSURANCE 1,401 0 0 66501-BOOK DRAW 503 0 0 68300-PROGRAM COSTS 344 0 0 TOTAL 11,052 276 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UBS FEES 75
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPA VALLEY GENEALOGICAL &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BIOGRAPHICAL SOCIETY
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ReturnHeader/Filer/EIN0237444798
ReturnHeader/Filer/PhoneNum07072523973
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 MENLO AVE
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945584725
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098C8E54A508D406AE73D08A58383967497FC1C51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE62E219FFAF0E9D17719FE6913BB0667A569BF2
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814727772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPITAL BUSINESS SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02033 1ST ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945592348
ReturnHeader/PreparerPersonGrp/PhoneNum07072528844
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P COX CPA
ReturnHeader/ReturnTs02017-08-21T11:58:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$395,274
Liabilities
$0
Net assets
$395,274
Revenue
$15,724
Expenses
$28,228
Net income
-$12,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.16$0.28$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.26$0.23$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.17$0.24$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.15$0.25$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits