Civic Intelligence

Old Buncombe County Genealogical Society Inc

EIN 56-1276631 • 501(c)3 • Asheville, NC

Profile

To educate the public in family and local history

PO Box 1222Asheville, NC 28802

www.obcgs.com

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.00x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

38th percentile

-3.6%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

52nd percentile

-0.8%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

2.3%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

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

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $148,092Liabilities 2011: $16,9202011Assets 2013: $183,082Liabilities 2013: $1,132Net Assets 2013: $181,9502013Assets 2014: $176,039Liabilities 2014: $218Net Assets 2014: $175,8212014Assets 2015: $243,957Liabilities 2015: $324Net Assets 2015: $243,6332015Assets 2016: $238,772Liabilities 2016: $2,743Net Assets 2016: $236,0292016Assets 2017: $237,804Liabilities 2017: $3,8252017Assets 2021: $244,356Liabilities 2021: $66Net Assets 2021: $244,2902021Assets 2022: $244,745Liabilities 2022: $233Net Assets 2022: $244,5122022Assets 2023: $242,046Liabilities 2023: $191Net Assets 2023: $241,8552023Assets 2024: $240,059Liabilities 2024: $108Net Assets 2024: $239,9512024

Highlighted filing

2024

Assets$240,059
Liabilities$108
Net Assets$239,951

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $32,978Expenses 2011: $25,525Net Income 2011: $7,4532011Revenue 2013: $42,204Expenses 2013: $34,097Net Income 2013: $8,1072013Revenue 2014: $34,317Expenses 2014: $40,446Net Income 2014: -$6,1292014Revenue 2015: $106,785Expenses 2015: $38,973Net Income 2015: $67,8122015Revenue 2016: $34,009Expenses 2016: $41,613Net Income 2016: -$7,6042016Revenue 2017: $35,131Expenses 2017: $44,099Net Income 2017: -$8,9682017Revenue 2021: $58,173Expenses 2021: $46,428Net Income 2021: $11,7452021Revenue 2022: $50,917Expenses 2022: $50,695Net Income 2022: $2222022Revenue 2023: $51,236Expenses 2023: $53,893Net Income 2023: -$2,6572023Revenue 2024: $52,438Expenses 2024: $54,342Net Income 2024: -$1,9042024

Highlighted filing

2024

Revenue$52,438
Expenses$54,342
Net Income-$1,904

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$58,351
Mission and Program Overview

Mission

Promote interest in family history

Program Services

DescriptionGrantsExpenses
Raise standards of genealogical research and compilation by means of educational programs, workshops and publications of genealogical data.-$54,342
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lucinda JordanPresidentPT$0--
Diana Norton1st Vice PresidentPT$0--
Tammy McKay2nd Vice PresidentPT$0--
Dan HugerTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Old Buncombe Cty Genealogical Socie
EIN
56-1276631
In Care Of
% Lucinda Jordan
Address
PO Box 1222, Asheville, NC 28802

Signing Officer

Name
Lucinda Jordan
Title
PresidentTreasurer
Phone
8287766132
Signed
2025-09-22
Discuss with paid preparer
No

Preparer

Firm
Beth A McTaggart CPA
Address
61 N Oak St, Brevard, NC 28712
Preparer
Beth Mccall
Phone
8282319340
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountFirst Family Old Buncombe 250Publishing Services 2,758Research Fees 449

List of grants and similar amounts paid Part I line 10

Grantee Haywood County Historical Society Street 178 Morgan Street City, State, Zip Clyde, NC 28721Amount 100

Description of other expenses Part I line 16

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

Description of other assets Part II line 24

Category Beginning of Year End of YearInventory 19,432 17,716Publishing Rights 750 750Depreciable Assets 7,704 6,321

Description of total liabilities Part II line 26

Category Beginning of Year End of YearAccounts Payable 20 73Sales Tax Payable 171 35

Business income not reported on 990-T Part V line 35

Sold genealogical publications promoting purpose of the 501(c)(3)

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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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