Civic Intelligence

The Tate County Mississippi Genealogical Society Inc.

EIN 64-0708600 • 501(c)3 • Senatobia, MS

Pub. 78 Eligible990-N Coverage

Profile

PUBLIC BENEFIT

PO Box 974Senatobia, MS 38668
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

98th percentile

801%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

923%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$30,778

Up $27,363 (+801%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$30,778

Up $27,363 (+801%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Up

$56,071

Up $50,589 (+923%) from 2024

Expenses

Up

$28,708

Up $25,881 (+915%) from 2024

Net Income

Up

$27,363

Up $24,708 (+931%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$40K$30K$20K$10K$0Assets 2021: $1,841Liabilities 2021: $0Net Assets 2021: $1,8412021Assets 2022: $1,385Liabilities 2022: $0Net Assets 2022: $1,3852022Assets 2023: $760Liabilities 2023: $0Net Assets 2023: $7602023Assets 2024: $3,415Liabilities 2024: $0Net Assets 2024: $3,4152024Assets 2025: $30,778Liabilities 2025: $0Net Assets 2025: $30,7782025

Highlighted filing

2025

Assets$30,778
Liabilities$0
Net Assets$30,778
Open 2025 Filing

Operations Trend

Revenue Growth99th percentile

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

$60K$40K$20K$0-$20KRevenue 2021: $2,988Expenses 2021: $3,848Net Income 2021: -$8602021Revenue 2022: $3,115Expenses 2022: $3,571Net Income 2022: -$4562022Revenue 2023: $3,307Expenses 2023: $3,932Net Income 2023: -$6252023Revenue 2024: $5,482Expenses 2024: $2,827Net Income 2024: $2,6552024Revenue 2025: $56,071Expenses 2025: $28,708Net Income 2025: $27,3632025

Highlighted filing

2025

Revenue$56,071
Expenses$28,708
Net Income$27,363
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,778
Liabilities
$0
Net assets
$30,778
Revenue
$56,071
Expenses
$28,708
Net income
$27,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$56.1$28.7$27.4
2024Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$5.48$2.83$2.66
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$3.31$3.93$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$3.12$3.57$0.46
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$2.99$3.85$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 4, 2026
Return Version
2025v4.0
Gross Receipts
$56,071
Mission and Program Overview

Mission

PUBLIC BENEFIT

Program Services

DescriptionGrantsExpenses
GENEALOGICAL RESOURCES FOR FAMILIES$50,000$24,171
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SCHWARTZPresidentPT$0--
MYRA J SCHWARTZTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Tate Co Gen and Hist Society Inc
EIN
64-0708600
In Care Of
% MICHAEL SCHWARTZ
Phone
6625010286
Address
PO BOX 974, Senatobia, MS 38668

Signing Officer

Name
Michael Schwartz
Title
President
Phone
6625010286
Signed
2026-03-04
Discuss with paid preparer
No

Preparer

Firm
Schwartz Tax Service
Address
905D TOWN AND COUNTRY, SOUTHAVEN, MS 38671
Preparer
Jerod R Schwartz
Phone
6624705893
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDUES 35OFFICE EXP 59EQUIPMENT 591BANK FEES 1SCANNING EXP 25,848SOFTWARE 824GENERAL SUPPLIES 1,062”

Raw XML Appendix138 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL SCHWARTZ
IRS990EZ/BooksInCareOfDetail/PhoneNum06625010286
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt029 SOUTHFORK COVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Senatobia
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd038668
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03415
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt030778
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt054786
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027363
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03415
IRS990EZ/Form990TotalAssetsGrp/EOYAmt030778
IRS990EZ/GrossReceiptsAmt056071
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01262
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03415
IRS990EZ/NetAssetsOrFundBalancesEOYAmt030778
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03415
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt030778
IRS990EZ/OccupancyRentUtltsAndMaintAmt014
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt016.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MYRA J SCHWARTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt028420
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC BENEFIT
IRS990EZ/PrintingPublicationsPostageAmt0274
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GENEALOGICAL RESOURCES FOR FAMILIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt050000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024171
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028708
IRS990EZ/TotalProgramServiceExpensesAmt024171
IRS990EZ/TotalRevenueAmt056071
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054786
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03307
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062960
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0824
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0824
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98710
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt062960
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054786
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03307
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03115
IRS990ScheduleA/Total509Grp/TotalAmt062960
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054786
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02576
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03307
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt03115
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt063784
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDUES 35OFFICE EXP 59EQUIPMENT 591BANK FEES 1SCANNING EXP 25,848SOFTWARE 824GENERAL SUPPLIES 1,062
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06625010286
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TATE CO GEN AND HIST SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0TATE
ReturnHeader/Filer/EIN0640708600
ReturnHeader/Filer/InCareOfNm0% MICHAEL SCHWARTZ
ReturnHeader/Filer/PhoneNum06625010286
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 974
ReturnHeader/Filer/USAddress/CityNm0Senatobia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038668
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561494243
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHWARTZ TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0905D TOWN AND COUNTRY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd038671
ReturnHeader/PreparerPersonGrp/PhoneNum06624705893
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROD R SCHWARTZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-04T14:08:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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