Civic Intelligence

Temecula Valley Genealogical Society

990EZ • Fiscal year 2017 • EIN 31-1603681

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 06, 2018

Organization Profilewww.tvgs.net
27475 Ynez RoadTemecula, CA 92591

(951) 672-8560

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

66th percentile

12%

Higher net margin than 66% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$11,197

No earlier filing loaded for comparison.

Net Assets

$11,197

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

$9,945

No earlier filing loaded for comparison.

Expenses

$8,776

No earlier filing loaded for comparison.

Net Income

$1,169

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15K$10K$5.0K$0Assets 2017: $11,197Net Assets 2017: $11,1972017Assets 2018: $12,076Liabilities 2018: $0Net Assets 2018: $12,0762018

Highlighted filing

2017

Assets$11,197
Liabilities-
Net Assets$11,197
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0Revenue 2017: $9,945Expenses 2017: $8,776Net Income 2017: $1,1692017Revenue 2018: $11,002Expenses 2018: $10,279Net Income 2018: $7232018

Highlighted filing

2017

Revenue$9,945
Expenses$8,776
Net Income$1,169
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 6, 2018
Return Version
2017v2.2
Gross Receipts
$9,945
Mission and Program Overview

Mission

The organization's purpose is to promote genealogical research through educational programs and research trips.

Program Services

DescriptionGrantsExpenses
Promote knowlege of genealogical research.$7,598-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara PerezPresident-$0--
Anne ZuccaTreasurer-$0--
Gina Philibert-OrtegaVice President-$0--
Susan Puma2nd Vice Pres.-$0--
Terry EastmanRecording Secy-$0--
Dotye SummersSecy-Correspond-$0--
Jo OlsonLibrarian-$0--
Steve WrightEducation Director-$0--
Filing and Contact Details

Filer

Filer Name
Temecula Valley Genealogical Society
EIN
31-1603681
Phone
9516728560
Address
27475 Ynez Road, Temecula, CA 92591

Signing Officer

Name
Anne Zucca
Title
Treasurer
Signed
2018-02-06
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $313”

Other Expenses.1002

“Office Expenses $374”

Other Expenses.1012

“Insurance $520”

Other Expenses.1

“SLC Research Trip $6167”

Other Expenses.2

“Speakers Fees $600”

Other Expenses.3

“Mailbox Rental $264”

Other Expenses.4

“Miscellaneous $247”

Other Expenses.5

“Special Events $154”

Other Expenses.6

“Dues & Subscriptions $70”

Other Expenses.8

“Filing Fees $20”

Raw XML Appendix153 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/PhoneNum09516728560
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Menifee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092584
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010028
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IRS990EZ/CostOfGoodsSoldAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbara Perez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Anne Zucca
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Gina Philibert-Ortega
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Susan Puma
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Terry Eastman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dotye Summers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jo Olson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Steve Wright
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32nd Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secy-Correspond
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Librarian
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Education Dir.
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08729
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization's purpose is to promote genealogical research through educational programs and research trips.
IRS990EZ/PrintingPublicationsPostageAmt047
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote knowlege of genealogical research.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07598
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08776
IRS990EZ/TotalProgramServiceExpensesAmt07598
IRS990EZ/TotalRevenueAmt09945
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.tvgs.net
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03185
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03185
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt03185
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03185
IRS990ScheduleA/Total509Grp/TotalAmt03185
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03185
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03185
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $520
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SLC Research Trip $6167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Speakers Fees $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Mailbox Rental $264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $247
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Special Events $154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues & Subscriptions $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Filing Fees $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Zucca
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Temecula Valley Genealogical Society
ReturnHeader/Filer/BusinessNameControlTxt0TEME
ReturnHeader/Filer/EIN0311603681
ReturnHeader/Filer/PhoneNum09516728560
ReturnHeader/Filer/USAddress/AddressLine1Txt027475 Ynez Road
ReturnHeader/Filer/USAddress/CityNm0Temecula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092591
ReturnHeader/ReturnTs02018-02-06T16:38:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,197
Liabilities
-
Net assets
$11,197
Revenue
$9,945
Expenses
$8,776
Net income
$1,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.00$12.1$11.0$10.3$0.72
2017Detailed filing. Detailed filing data is available for this year.$11.2$11.2$9.95$8.78$1.17