Civic Intelligence

Napa Valley Genealogical Society

990 • Fiscal year 2017 • EIN 23-7444798

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 20, 2018

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

4th percentile

-109%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$386,206

Down $9,068 (-2.3%) from 2016

Net Assets

Down

$386,206

Down $9,068 (-2.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin4th percentile

Revenue

Down

$11,451

Down $4,273 (-27%) from 2016

Expenses

Down

$23,961

Down $4,267 (-15%) from 2016

Net Income

Down

-$12,510

Down $6 (-0.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th 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: $395,2742016Assets 2017: $386,206Liabilities 2017: $0Net Assets 2017: $386,2062017

Highlighted filing

2017

Assets$386,206
Liabilities$0
Net Assets$386,206
Open 2017 Filing

Operations Trend

Revenue Growth18th 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: -$12,5042016Revenue 2017: $11,451Expenses 2017: $23,961Net Income 2017: -$12,5102017

Highlighted filing

2017

Revenue$11,451
Expenses$23,961
Net Income-$12,510
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 20, 2018
Return Version
2017v2.3
Gross Receipts
$11,451
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$169,218$166,884▼ $2,334
Savings and Temporary Cash Investments$120,615$120,000▼ $615
Intangible Assets$79,680$79,680→ $0
Cash and Non-Interest-Bearing Accounts$25,761$19,642▼ $6,119
Total Assets$395,274$386,206▼ $9,068
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$395,274$386,206▼ $9,068
Total Net Assets Fund Balance$395,274$386,206▼ $9,068
Total Liabilities and Net Assets / Fund Balance$395,274$386,206▼ $9,068

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$83,210$152,797$236,007
Land$56,303-$56,303
Buildings$27,371$11,693$39,064
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Karen BurzdakPresident
Christine DunnSecretary
Jeanine LaylandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,067
Program Service Revenue
$4,040
Investment Income
$847
Other Revenue
$5,497
Change in Net Assets
$-12,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,961
Total Fundraising Expense$330
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$7,325$1,642-$8,967
Fees for Services Other$7,033$95$330$7,458
Depreciation Depletion$6,312--$6,312
Fees for Services Accounting-$875-$875
Office Expenses-$349-$349
Total Functional Expenses$20,670$2,961$330$23,961
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,820
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
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
2018-11-20
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
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 36 0 0 65010-dues 255 0 0 65011-online subscriptions 668 0 0 65020-postage mailing service 0 95 0 65031-wine press printing 97 0 0 65040-supplies 1,255 0 0 65051-internet service 2,115 0 0 65060-misc & paypal fees 460 0 0 65070-special projects 716 0 0 6510- liability insurance 1,408 0 0 66501-book draw 23 0 0 fundraising event 0 0 330 total 7,033 95 330”

Form 990, Part XI, Line 9

“UBS FEES 0”

Raw XML Appendix325 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/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01642
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherRevenueMiscGrp/Desc2CLASS FACILITY USE
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IRS990/OtherRevenueTotalAmt0677
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KAREN BURZDAK
IRS990/PriorPeriodAdjustmentsAmt03442
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IRS990/ProgramServiceRevenueGrp/Desc0DUES
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06312
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01376
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IRS990/PYInvestmentIncomeAmt0303
IRS990/PYOtherExpensesAmt028228
IRS990/PYOtherRevenueAmt09800
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IRS990/PYRevenuesLessExpensesAmt0-12504
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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 36 0 0 65010-DUES 255 0 0 65011-ONLINE SUBSCRIPTIONS 668 0 0 65020-POSTAGE MAILING SERVICE 0 95 0 65031-WINE PRESS PRINTING 97 0 0 65040-SUPPLIES 1,255 0 0 65051-INTERNET SERVICE 2,115 0 0 65060-MISC & PAYPAL FEES 460 0 0 65070-SPECIAL PROJECTS 716 0 0 6510- LIABILITY INSURANCE 1,408 0 0 66501-BOOK DRAW 23 0 0 FUNDRAISING EVENT 0 0 330 TOTAL 7,033 95 330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UBS FEES 0
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/PhoneNum07072523973
ReturnHeader/Filer/USAddress/AddressLine1Txt01701 MENLO AVE
ReturnHeader/Filer/USAddress/CityNm0NAPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0945584725
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098C8E54A508D406AE73D08A58383967497FC1C51
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E78FE601FC3CC8338D9DC72484D26E60014374B4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.144.20.30
ReturnHeader/FilingSecurityInformation/IPDt02018-11-20
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:10:28
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/ZIPCd094559
ReturnHeader/PreparerPersonGrp/PhoneNum07072528844
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS P COX CPA
ReturnHeader/ReturnTs02018-11-20T14:10:28-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$386,206
Liabilities
$0
Net assets
$386,206
Revenue
$11,451
Expenses
$23,961
Net income
-$12,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.11$0.24$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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