Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
EIN 56-1276631 • 501(c)3 • Asheville, NC
Profile
To educate the public in family and local history
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
61st percentile
Higher debt load relative to assets than 61% of similar nonprofits.
Liabilities / Revenue
64th percentile
Higher debt load relative to revenue than 64% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
52nd percentile
Faster asset growth than 52% of similar nonprofits.
Revenue Growth
56th percentile
Faster revenue growth than 56% of similar nonprofits.
Assets
Down$240,059
Down $1,987 (-0.8%) from 2023
Liabilities
Down$108
Down $83 (-43%) from 2023
Net Assets
Down$239,951
Down $1,904 (-0.8%) from 2023
Revenue
Up$52,438
Up $1,202 (+2.3%) from 2023
Expenses
Up$54,342
Up $449 (+0.8%) from 2023
Net Income
Up-$1,904
Up $753 (+28%) from 2023
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Promote interest in family history
| Description | Grants | Expenses |
|---|---|---|
| Raise standards of genealogical research and compilation by means of educational programs, workshops and publications of genealogical data. | - | $54,342 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lucinda Jordan | President | PT | $0 | - | - |
| Diana Norton | 1st Vice President | PT | $0 | - | - |
| Tammy McKay | 2nd Vice President | PT | $0 | - | - |
| Dan Huger | Treasurer | PT | $0 | - | - |
“Description AmountFirst Family Old Buncombe 250Publishing Services 2,758Research Fees 449”
“Grantee Haywood County Historical Society Street 178 Morgan Street City, State, Zip Clyde, NC 28721Amount 100”
“Description AmountDepreciation from 4562 2,338Bank Service Charges 204Computer and Internet Expenses 3,011Dues & Subscriptions 2,359Collection Fees 1,320Gifts and Awards 220Insurance 2,011Operating Expenses 3,954Workshop and Program Expenses 300Advertising 1,200”
“Category Beginning of Year End of YearInventory 19,432 17,716Publishing Rights 750 750Depreciable Assets 7,704 6,321”
“Category Beginning of Year End of YearAccounts Payable 20 73Sales Tax Payable 171 35”
“Sold genealogical publications promoting purpose of the 501(c)(3)”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Lucinda W Jordan |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8287766132 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 375 Emma Grove Rd |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Fletcher |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28732 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 214160 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 215272 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 5978 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 5913 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -1904 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 805 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 242046 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 240059 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 100 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 20914 |
| IRS990EZ/GrossReceiptsAmt | 0 | 58351 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 26827 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5772 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 16317 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 241855 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 239951 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 241855 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 239951 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 23797 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 30.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Lucinda Jordan |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Diana Norton |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Tammy McKay |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Dan Huger |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | 1st Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | 2nd Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 27886 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 24787 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16917 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 3457 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Promote interest in family history |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 12723 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Raise standards of genealogical research and compilation by means of educational programs, workshops and publications of genealogical data. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 54342 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | NC |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 191 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 108 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 54342 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 54342 |
| IRS990EZ/TotalRevenueAmt | 0 | 52438 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 22544 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 24791 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 22161 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 31043 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 21633 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 122172 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 5772 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3611 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 732 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 753 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1012 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 11880 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 680 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1240 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 370 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 2290 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 30034 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt | 0 | 26924 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt | 0 | 35925 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt | 0 | 29719 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt | 0 | 26022 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 148624 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 5772 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 3611 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 732 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 753 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1012 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 11880 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.04000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.03000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.95830 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.97140 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 273086 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 52578 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 51715 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 58766 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 62002 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 48025 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 273086 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 58350 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 55326 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 59498 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 62755 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 49037 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 284966 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountFirst Family Old Buncombe 250Publishing Services 2,758Research Fees 449 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Grantee Haywood County Historical Society Street 178 Morgan Street City, State, Zip Clyde, NC 28721Amount 100 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description AmountDepreciation from 4562 2,338Bank Service Charges 204Computer and Internet Expenses 3,011Dues & Subscriptions 2,359Collection Fees 1,320Gifts and Awards 220Insurance 2,011Operating Expenses 3,954Workshop and Program Expenses 300Advertising 1,200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Category Beginning of Year End of YearInventory 19,432 17,716Publishing Rights 750 750Depreciable Assets 7,704 6,321 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Category Beginning of Year End of YearAccounts Payable 20 73Sales Tax Payable 171 35 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Sold genealogical publications promoting purpose of the 501(c)(3) |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | List of grants and similar amounts paid Part I line 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Description of other assets Part II line 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Description of total liabilities Part II line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Business income not reported on 990-T Part V line 35 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LUCINDA JORDAN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PresidentTreasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8287766132 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Old Buncombe Cty Genealogical Socie |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OLDB |
| ReturnHeader/Filer/EIN | 0 | 561276631 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Lucinda Jordan |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 1222 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Asheville |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28802 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 261384174 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Beth A McTaggart CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 61 N Oak St |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Brevard |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28712 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8282319340 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BETH MCCALL |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-09-22T21:23:51-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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