Civic Intelligence

Genealogical and Historical Society of Caldwell County

990EZ • Fiscal year 2017 • EIN 74-2308997

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 20, 2018

Organization ProfileN/A
215 S Pecan AveLuling, TX 78648

(512) 988-1148

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

17th percentile

-18%

Higher net margin than 17% 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

82nd percentile

42%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$295,090

Up $86,795 (+42%) from 2016

Net Assets

$295,090

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$10,248

Down $37,264 (-78%) from 2016

Expenses

Down

$12,112

Down $633 (-5.0%) from 2016

Net Income

Down

-$1,864

Down $36,631 (-105%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$300K$200K$100K$0Assets 2014: $50,597Liabilities 2014: $02014Assets 2016: $208,295Liabilities 2016: $02016Assets 2017: $295,090Net Assets 2017: $295,0902017Assets 2018: $88,470Net Assets 2018: $88,4702018Assets 2019: $85,072Net Assets 2019: $85,0722019Assets 2020: $87,722Liabilities 2020: $02020Assets 2021: $88,357Net Assets 2021: $88,3572021Assets 2022: $86,884Net Assets 2022: $86,8842022Assets 2023: $86,950Liabilities 2023: $02023

Highlighted filing

2017

Assets$295,090
Liabilities-
Net Assets$295,090
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

$60K$40K$20K$0-$20KRevenue 2014: $12,090Expenses 2014: $8,644Net Income 2014: $3,4462014Revenue 2016: $47,512Expenses 2016: $12,745Net Income 2016: $34,7672016Revenue 2017: $10,248Expenses 2017: $12,112Net Income 2017: -$1,8642017Revenue 2018: $11,423Expenses 2018: $9,949Net Income 2018: $1,4742018Revenue 2019: $6,933Expenses 2019: $10,331Net Income 2019: -$3,3982019Revenue 2020: $7,454Expenses 2020: $4,804Net Income 2020: $2,6502020Revenue 2021: $12,209Expenses 2021: $11,574Net Income 2021: $6352021Revenue 2022: $9,875Expenses 2022: $11,348Net Income 2022: -$1,4732022Revenue 2023: $10,238Expenses 2023: $10,172Net Income 2023: $662023

Highlighted filing

2017

Revenue$10,248
Expenses$12,112
Net Income-$1,864
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 20, 2018
Return Version
2017v2.2
Gross Receipts
$10,248
Mission and Program Overview

Mission

The purpose of the organization is educational. It strives to promote the study of historical genealogical records, to collect and preserve these records in accordance with good arcival practices, and to make them available for research.

Program Services

DescriptionGrantsExpenses
COLLECTION AND ARCHIVE OF IMPORTANT LOCAL RECORDS.$12,112-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL WATSONPresident-$0--
GAIL FELKNERVice President-$0--
WARREN EDWARDSTreasurer-$0--
SHERRI BASHAMSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Genealogical and Historical Society of
EIN
74-2308997
Phone
5129881148
Address
215 S PECAN AVE, LULING, TX 78648

Signing Officer

Name
Willaim Watson
Title
President
Signed
2018-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Jack Walker CPA PC
Address
PO BOX 420, SEGUIN, TX 78156-0420
Preparer
Jack N Walker CPA
Phone
8303721322
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $2495”

Other Expenses.1003

“Information Technology $4047”

Other Expenses.3

“MEETING EXP $617”

Other Expenses.4

“BOOKS FOR LIBRARY $182”

Other Expenses.5

“MISCELLANEOUS $77”

Raw XML Appendix164 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/PersonNm0VICTORIA DAYWOOD
IRS990EZ/BooksInCareOfDetail/PhoneNum05129881148
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0215 S PECAN AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LULING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0786482607
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0296954
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0295090
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03126
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1864
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0296954
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0295090
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt010248
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01624
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt05498
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0296954
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0295090
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0296954
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0295090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BILL WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GAIL FELKNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WARREN EDWARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRI BASHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt07418
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS EDUCATIONAL. IT STRIVES TO PROMOTE THE STUDY OF HISTORICAL GENEALOGICAL RECORDS, TO COLLECT AND PRESERVE THESE RECORDS IN ACCORDANCE WITH GOOD ARCIVAL PRACTICES, AND TO MAKE THEM AVAILABLE FOR RESEARCH.
IRS990EZ/PrintingPublicationsPostageAmt04694
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTION AND ARCHIVE OF IMPORTANT LOCAL RECORDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt012112
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012112
IRS990EZ/TotalProgramServiceExpensesAmt012112
IRS990EZ/TotalRevenueAmt010248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046348
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011323
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012091
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08401
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt086787
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01624
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0564
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0921
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0634
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04868
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01624
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0564
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0921
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0634
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04868
IRS990ScheduleA/InvestmentIncomeCYPct00.05310
IRS990ScheduleA/InvestmentIncomePYPct00.04300
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94690
IRS990ScheduleA/PublicSupportPY509Pct00.95700
IRS990ScheduleA/PublicSupportTotal509Amt086787
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt08624
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046348
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012091
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08401
IRS990ScheduleA/Total509Grp/TotalAmt086787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010248
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046912
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013216
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09035
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt091655
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $2495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $4047
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEETING EXP $617
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOKS FOR LIBRARY $182
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS $77
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLAIM WATSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GENEALOGICAL AND HISTORICAL SOCIETY OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CALDWELL COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0742308997
ReturnHeader/Filer/PhoneNum05129881148
ReturnHeader/Filer/USAddress/AddressLine1Txt0215 S PECAN AVE
ReturnHeader/Filer/USAddress/CityNm0LULING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078648
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462964721
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jack Walker CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEGUIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0781560420
ReturnHeader/PreparerPersonGrp/PhoneNum08303721322
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jack N Walker CPA
ReturnHeader/ReturnTs02018-06-20T09:22:17-07:00
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
$295,090
Liabilities
-
Net assets
$295,090
Revenue
$10,248
Expenses
$12,112
Net income
-$1,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.87$0.00$0.10$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.87$0.10$0.11$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.88$0.12$0.12$0.01
2020Summary only. Only limited summary data is available for this year.$0.88$0.00$0.07$0.05$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.85$0.07$0.10$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.88$0.11$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.95$2.95$0.10$0.12$0.02
2016Summary only. Only limited summary data is available for this year.$2.08$0.00$0.48$0.13$0.35
2014Summary only. Only limited summary data is available for this year.$0.51$0.00$0.12$0.09$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits