Civic Intelligence

Federation of Genealogical Societies

EIN 36-2881555 • 501(c)3 • Austin, TX

Profile

To provide innovative tools and services to member genealogical societies; to provide educational opportunities for the public; to help preserve and gain access to records with genealogical significance.

PO Box 200940Austin, TX 78720-0940
Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.14x

Higher debt load relative to revenue than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

22nd percentile

-6.1%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-9.9%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,341,262

Down $87,177 (-6.1%) from 2018

Liabilities

Up

$40,518

Up $12,786 (+46%) from 2018

Net Assets

Down

$1,300,744

Down $99,963 (-7.1%) from 2018

Revenue

Down

$282,629

Down $31,126 (-9.9%) from 2018

Expenses

Up

$382,592

Up $67,816 (+22%) from 2018

Net Income

Down

-$99,963

Down $98,942 (-9691%) from 2018

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2017: $1,419,271Liabilities 2017: $17,543Net Assets 2017: $1,401,7282017Assets 2018: $1,428,439Liabilities 2018: $27,732Net Assets 2018: $1,400,7072018Assets 2019: $1,341,262Liabilities 2019: $40,518Net Assets 2019: $1,300,7442019

Highlighted filing

2019

Assets$1,341,262
Liabilities$40,518
Net Assets$1,300,744

Operations Trend

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

$400K$200K$0-$200KRevenue 2017: $339,617Expenses 2017: $323,962Net Income 2017: $15,6552017Revenue 2018: $313,755Expenses 2018: $314,776Net Income 2018: -$1,0212018Revenue 2019: $282,629Expenses 2019: $382,592Net Income 2019: -$99,9632019

Highlighted filing

2019

Revenue$282,629
Expenses$382,592
Net Income-$99,963

Filings

Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 31, 2018
Return Version
2017v2.3
Gross Receipts
$339,617
Mission and Program Overview

Mission

To provide innovative tools and services to member genealogical socieities; to provide educational opportunities for the public; to help preserve and gain access to records.

To provide innovative tools and services to member genealogical societies; to provide educational opportunities for the public; to help preserve and gain access to records.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,213,575$1,222,494▲ $8,919
Cash and Non-Interest-Bearing Accounts$129,732$168,443▲ $38,711
Prepaid Expenses and Deferred Charges$8,566$8,475▼ $91
Accounts Receivable$23,875$2,924▼ $20,951
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,392,683$1,419,271▲ $26,588
Other Assets Total$16,935$16,935→ $0
Liabilities
Accounts Payable and Accrued Expenses$811$10,956▲ $10,145
Deferred Revenue$5,799$6,587▲ $788
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,610$17,543▲ $10,933
Net Assets / Fund Balance
Unrestricted Net Assets$876,298$882,648▲ $6,350
Temporarily Rstr Net Assets$509,775$519,080▲ $9,305
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$1,386,073$1,401,728▲ $15,655
Total Liabilities and Net Assets / Fund Balance$1,392,683$1,419,271▲ $26,588
Compensation and Service Providers

Board Members and Trustees

NameTitle
Teri FlackEx Acting-president
Rorey CathcartEx-president
D Joshua TaylorPast President and Director
Faye StallingsPresident
David RencherVice-president Development
Ed DonakeyVice-president Development
Cari TaplinDirector
Cheri BushDirector
Juliana SzucsDirector
Randy WhitedDirector
Richard CassellDirector
Tonia KendrickDirector
Linda MccauleySecretary
Rick ShieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$27,086
Program Service Revenue
$303,309
Investment Income
$4,075
Other Revenue
$5,147
All Other Contributions
$9,486
Change in Net Assets
$15,655

Audited Revenue Reconciliation

Revenue per Audited Statements
$339,617
Total Revenue per Audited Statements
$339,617
Total Revenue per Form 990
$339,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$323,962
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
Conferences and Meetings$227,122$6,872-$233,994
All Other Expenses$24,467$36,434-$60,901
Advertising$5,962$594-$6,556
Insurance$1,015$2,228-$3,243
Other Expenses$3,140$712-$712
Total Functional Expenses$268,932$55,030$0$323,962

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$323,962
Total Expenses per Audited Statements$323,962
Total Expenses per Form 990$323,962
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cari TaplinDirectorSpeaking Fee and Travel 2017No$874
Randy WhitedDirectorSpeaking Fee and Travel 2017No$854
D Joshua TaylorPast-presidentSpeaking Fee and Travel 2017No$839
Teri FlackActing PresidentSpeaking Fee and Travel 2017No$824
Rorey CathcartPast PresidentSpeaking Fee and Travel 2017No$729

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI, Line 7-

Genealogical societies are the members, and each society has a vote to elect the officers and board of directors

PART VI, LINES 11A AND B

A complete copy of this return is not provided to all members of the board, they may request one. The return is reviewed by the president, treasurer and the organization's legal counsel.

Part VI, Section C Line 19

Governing documents, bylaws, are available on the website at fgs.org., all other documents are made available to members and the public upon request. Additionally, the form 990 is available on various charitable rating services website. I.e. "guidestar"

Filing and Contact Details

Filer

Filer Name
Federation of Genealogical Societies
EIN
36-2881555
In Care Of
% FAYE STALLINGS
Phone
8883471500
Address
PO BOX 200940, AUSTIN, TX 78720-0940

Signing Officer

Name
Teri E Flack
Title
Acting President
Phone
8883471500
Signed
2018-08-31

Organization Details

Principal Officer
Faye Stallings
Formed
1976
Legal Domicile
Il
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
75

Preparer

Firm
Marcum Llp
Address
NINE PARKWAY NORTH SUITE 200, DEERFIELD, IL 60015
Preparer
George Bodenberg
Phone
8472826300
Supplemental Narrative

Additional Explanations

Schedule B Part 1 Line1

Ntribution in the amount of $500,000 described as follows;anonymous mailing address unknown (unredacted schedule maintained in president's permanent file.

Form 990 Part IX Line 24 - Other Expenses

Description:supplies total expenses:1542 program services:1522 management and general:20

Form 990 Part IX Line 24 - Other Expenses

Description:contract services total expenses:9750 management and general:9750

Form 990 Part IX Line 24 - Other Expenses

Description:editorial fees total expenses:18220 program services:18220

Form 990 Part IX Line 24 - Other Expenses

Description:telephone/internet total expenses:11002 program services:4725 management and general:6277

Form 990 Part IX Line 24 - Other Expenses

Description:professional fees total expenses:20387 management and general:20387

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IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt017600
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE INNOVATIVE TOOLS AND SERVICES TO MEMBER GENEALOGICAL SOCIETIES; TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR THE PUBLIC; TO HELP PRESERVE AND GAIN ACCESS TO RECORDS WITH GENEALOGICAL SIGNIFICANCE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01386073
IRS990/NetAssetsOrFundBalancesEOYAmt01401728
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016935
IRS990/OtherAssetsTotalGrp/EOYAmt016935
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES-CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2REBATES
IRS990/OtherExpensesGrp/Desc3STORAGE RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01688
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16502
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2712
IRS990/OtherExpensesGrp/ProgramServicesAmt04854
IRS990/OtherExpensesGrp/ProgramServicesAmt12372
IRS990/OtherExpensesGrp/ProgramServicesAmt23140
IRS990/OtherExpensesGrp/TotalAmt06542
IRS990/OtherExpensesGrp/TotalAmt18874
IRS990/OtherExpensesGrp/TotalAmt23140
IRS990/OtherExpensesGrp/TotalAmt3712
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05147
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05147
IRS990/OtherRevenueTotalAmt05147
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08566
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08475
IRS990/PrincipalOfficerNm0FAYE STALLINGS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1FORUM PUBLICATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0297332
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15977
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0297332
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15977
IRS990/ProgSrvcAccomActy2Grp/Desc0PUBLICATIONS: PROVIDE SUPPORT AND MANAGEMENT TOOLS TO MEMBER SOCIETIES TO ASSIST IN NEW MEMBERSHIPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt018220
IRS990/ProgSrvcAccomActy3Grp/Desc0RECORDS PRESERVATION AND ACCESS: FUNDS RAISED FOR DIGITIZATION OF THE "WAR OF 1812" PENSION FILES AT THE NATIONAL ARCHIVES. REVENUES COMES IN THE FORM OF CONTRIBUTIONS FROM INDIVIDUALS, SOCIETIES, CORPORATIONS, AND FOUNDATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04200
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04255
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0314162
IRS990/PYOtherRevenueAmt0462
IRS990/PYProgramServiceRevenueAmt0939479
IRS990/PYRevenuesLessExpensesAmt0630034
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0314162
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0944196
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt015655
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01213575
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01222494
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME $5,147
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt027088
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028135
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025445
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028020
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027593
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0136281
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04075
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0786
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0303309
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0911344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0297344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0596789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0125469
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02234255
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt04075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04255
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03568
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0786
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014684
IRS990ScheduleA/InvestmentIncomeCYPct00.00614
IRS990ScheduleA/InvestmentIncomePYPct00.00404
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt05147

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