Civic Intelligence

Ashtabula County Genealogical

EIN 23-7450946 • 501(c)3 • Ashtabula, OH

Pub. 78 Eligible990-N CoverageNTEE A80

Profile

The purpose or purposes of the acgs is to promote and encourage research and to aid and instruct persons in tracing their family history; to publish, if advisable, genealogical materials compiled by the society members and to copyright this material, if necessary; to collect, preserve, and make available for educational and research purposes family records, scrapbooks, diaries, family bibles, albums, city directories, newspapers, newspaper clippings, manuscripts, historical books, maps, computers and genealogy cds, microfilm and microfiche, and such other material used or useful and necessary for genealogical or historical research; to promote and encourage public interest in the preserving of historical records; and to encourage active membership in this society and in the ohio genealogical society.

4335 Park AveAshtabula, OH 44004

ashtabulagen.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.00x

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

NTEE A80 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

71st percentile

0.00x

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

NTEE A80 • <$500k nonprofits • Source year 2025

Net Margin

8th percentile

-106%

Higher net margin than 8% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE A80 • <$500k nonprofits • Source year 2025

Asset Growth

20th percentile

-16%

Faster asset growth than 20% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

38%

Faster revenue growth than 75% of similar nonprofits.

NTEE A80 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$133,363

Up $9,944 (+8.1%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$133,363

Up $9,944 (+8.1%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin8th percentile

Revenue

Up

$14,182

Up $865 (+6.5%) from 2023

Expenses

Down

$6,620

Down $555 (-7.7%) from 2023

Net Income

Up

$7,562

Up $1,420 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$150K$100K$50K$0Assets 2022: $117,277Net Assets 2022: $117,2772022Assets 2023: $123,419Net Assets 2023: $123,4192023Assets 2024: $133,363Liabilities 2024: $0Net Assets 2024: $133,3632024

Highlighted filing

2024

Assets$133,363
Liabilities$0
Net Assets$133,363
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$80K$60K$40K$20K$0Revenue 2022: $78,926Expenses 2022: $5,131Net Income 2022: $73,7952022Revenue 2023: $13,317Expenses 2023: $7,175Net Income 2023: $6,1422023Revenue 2024: $14,182Expenses 2024: $6,620Net Income 2024: $7,5622024

Highlighted filing

2024

Revenue$14,182
Expenses$6,620
Net Income$7,562
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,363
Liabilities
$0
Net assets
$133,363
Revenue
$14,182
Expenses
$6,620
Net income
$7,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.14$0.07$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.13$0.07$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.17$1.17$0.79$0.05$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$36,182
Mission and Program Overview

Mission

To maintain a large collection of geneal

Program Services

DescriptionGrantsExpenses
MAINTED A LARGE COLLECTION OF GENEAOLOGICAL MATERIAL AS WELL AS AIDED INDIVIDUALS IN LOCATING THEIR FAMILY TREE WHILE ADDING TO THE EXISTING COLLECTION OF MATERIAL-$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TROY BAILEYPresident-$0--
VICKEY BARKERVice President-$0--
RUTH PUGELSecretary-$0--
PHYLLIS WILLISTreasurer-$0--
CATHERINE BUTLERTrustee-$0--
JIM GILBERTCemeteries-$0--
DIANNE GILBERTCorrespondence-$0--
THOMAS MARTINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ashtabula County Genealogical Society
EIN
23-7450946
In Care Of
% PHYLLIS WILLIS
Phone
4409983456
Address
4335 PARK AVE, Ashtabula, OH 44004

Signing Officer

Name
Phyllis Willis
Title
Treasurer
Phone
4409983456
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Capital Business Strategies
Address
517 W Prospect Rd, Ashtabula, OH 44004
Preparer
Rebecca Shoemaker
Phone
4409928091
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPROGRAM EXPENSES 1,325MISCELLANEOUS 147SUPPLIES 502PAYPAL FEES 25RESEARCH 74OFFICE 237BOOKS 442”

Description of other assets Part II line 24

“Category Beginning of Year End of YearINVESTMENTS 0 125,621”

Raw XML Appendix160 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Ashtabula
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TROY BAILEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VICKEY BARKER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CATHERINE BUTLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DIANNE GILBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7THOMAS MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CEMETERIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORRESPONDENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0125621
IRS990EZ/OtherExpensesTotalAmt02752
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO MAINTAIN A LARGE COLLECTION OF GENEAL
IRS990EZ/PrintingPublicationsPostageAmt02523
IRS990EZ/ProgramServiceRevenueAmt090
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt022000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06620
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt014182
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt077878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt081778
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IRS990ScheduleA/TotalSupportAmt081778
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPROGRAM EXPENSES 1,325MISCELLANEOUS 147SUPPLIES 502PAYPAL FEES 25RESEARCH 74OFFICE 237BOOKS 442
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS WILLIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04409983456
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
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ReturnHeader/Filer/BusinessNameControlTxt0ASHT
ReturnHeader/Filer/EIN0237450946
ReturnHeader/Filer/InCareOfNm0% PHYLLIS WILLIS
ReturnHeader/Filer/PhoneNum04409983456
ReturnHeader/Filer/USAddress/AddressLine1Txt04335 PARK AVE
ReturnHeader/Filer/USAddress/CityNm0Ashtabula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044004
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050532508
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0517 W Prospect Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashtabula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044004
ReturnHeader/PreparerPersonGrp/PhoneNum04409928091
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA SHOEMAKER
ReturnHeader/ReturnTs02025-05-13T16:45:24-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. NTEE A80 • <$500k nonprofits