Civic Intelligence

Yates County Genealogical And

EIN 80-0758867 • 501(c)3 • Penn Yan, NY

Profile

Yates county genealogical and historical society (the society) is an irs 501(c)(3) non-profit educational corporation providing education and services focusing on the history of yates county, new york. Its programs include the collection, preservation, maintenance, registration and interpretation of historical collections, on-site and remote educational programs about historical events, people and places of yates county, and historical research on families and local history.

107 Chapel StPenn Yan, NY 14527

www.yatespast.org

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

43%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$629,219

Up $88,050 (+16%) from 2023

Liabilities

Up

$2,861

Up $1,154 (+68%) from 2023

Net Assets

Up

$626,358

Up $86,896 (+16%) from 2023

Revenue

Up

$203,956

Up $61,768 (+43%) from 2023

Expenses

Down

$140,621

Down $33,307 (-19%) from 2023

Net Income

Up

$63,335

Up $95,075 (+300%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $432,390Liabilities 2012: $4,464Net Assets 2012: $427,9262012Assets 2013: $468,718Liabilities 2013: $4,6162013Assets 2014: $456,478Liabilities 2014: $5,566Net Assets 2014: $450,9122014Assets 2015: $432,695Liabilities 2015: $5,416Net Assets 2015: $427,2792015Assets 2016: $428,505Liabilities 2016: $4,8012016Assets 2017: $466,447Liabilities 2017: $3,279Net Assets 2017: $463,1682017Assets 2018: $420,228Liabilities 2018: $3,814Net Assets 2018: $416,4142018Assets 2019: $473,637Liabilities 2019: $2,247Net Assets 2019: $471,3902019Assets 2020: $542,072Liabilities 2020: $22,923Net Assets 2020: $519,1492020Assets 2021: $625,199Liabilities 2021: $2,167Net Assets 2021: $623,0322021Assets 2022: $527,399Liabilities 2022: $1,493Net Assets 2022: $525,9062022Assets 2023: $541,169Liabilities 2023: $1,707Net Assets 2023: $539,4622023Assets 2024: $629,219Liabilities 2024: $2,861Net Assets 2024: $626,3582024

Highlighted filing

2024

Assets$629,219
Liabilities$2,861
Net Assets$626,358

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $118,366Expenses 2012: $120,454Net Income 2012: -$2,0882012Revenue 2013: $128,694Expenses 2013: $128,832Net Income 2013: -$1382013Revenue 2014: $136,660Expenses 2014: $146,228Net Income 2014: -$9,5682014Revenue 2015: $116,914Expenses 2015: $119,077Net Income 2015: -$2,1632015Revenue 2016: $110,082Expenses 2016: $135,730Net Income 2016: -$25,6482016Revenue 2017: $121,421Expenses 2017: $131,584Net Income 2017: -$10,1632017Revenue 2018: $116,892Expenses 2018: $123,155Net Income 2018: -$6,2632018Revenue 2019: $140,662Expenses 2019: $150,414Net Income 2019: -$9,7522019Revenue 2020: $155,310Expenses 2020: $150,723Net Income 2020: $4,5872020Revenue 2021: $188,560Expenses 2021: $122,602Net Income 2021: $65,9582021Revenue 2022: $153,165Expenses 2022: $148,925Net Income 2022: $4,2402022Revenue 2023: $142,188Expenses 2023: $173,928Net Income 2023: -$31,7402023Revenue 2024: $203,956Expenses 2024: $140,621Net Income 2024: $63,3352024

Highlighted filing

2024

Revenue$203,956
Expenses$140,621
Net Income$63,335

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.03$6.26$2.04$1.41$0.63
2023Summary only. Only limited summary data is available for this year.$5.41$0.02$5.39$1.42$1.74$0.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$0.01$5.26$1.53$1.49$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.25$0.02$6.23$1.89$1.23$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.23$5.19$1.55$1.51$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.02$4.71$1.41$1.50$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.20$0.04$4.16$1.17$1.23$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.03$4.63$1.21$1.32$0.10
2016Summary only. Only limited summary data is available for this year.$4.29$0.05$1.10$1.36$0.26
2015Detailed filing. Detailed filing data is available for this year.$4.33$0.05$4.27$1.17$1.19$0.02
2014Summary only. Only limited summary data is available for this year.$4.56$0.06$4.51$1.37$1.46$0.10
2013Summary only. Only limited summary data is available for this year.$4.69$0.05$1.29$1.29$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.04$4.28$1.18$1.20$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$246,809
Mission and Program Overview

Mission

History-Yates County ServiceEducation

Provide community with programs that encourage, enhance, and foster appreciation of Yates County History. Preserve, maintain, register, and interpret museum collection.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$503,473$525,061▲ $21,588
Savings and Temporary Cash Investments$14,547$79,444▲ $64,897
Cash and Non-Interest-Bearing Accounts$13,140$15,606▲ $2,466
Inventories for Sale or Use$7,113$7,113→ $0
Land, Buildings, and Equipment, Net$2,424$1,995▼ $429
Prepaid Expenses and Deferred Charges$472--
Total Assets$541,169$629,219▲ $88,050
Liabilities
Other Liabilities$1,707$2,861▲ $1,154
Total Liabilities$1,707$2,861▲ $1,154
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$504,679$516,260▲ $11,581
Net Assets With Donor Restrictions$34,783$110,098▲ $75,315
Total Net Assets Fund Balance$539,462$626,358▲ $86,896
Total Liabilities and Net Assets / Fund Balance$541,169$629,219▲ $88,050

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$24,647$24,647
Leasehold Improvements$1,995$4,441$6,436
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$111,746
Program Service Revenue
$50,667
Investment Income
$31,352
Other Revenue
$10,191
All Other Contributions
$83,841
Change in Net Assets
$63,335
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$112,515
Other Expenses$27,801
Grants and Similar Amounts Paid$305
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,235--$103,235
Payroll Taxes$9,280--$9,280
Office Expenses$2,273$3,087-$5,360
Insurance$5,134--$5,134
All Other Expenses$4,006--$4,006
Fees for Service Investment Mgmnt Fees-$2,589-$2,589
Occupancy$2,096--$2,096
Fees for Services Accounting-$978-$978
Other Expenses$683--$683
Depreciation Depletion$429--$429
Grants to Domestic Individuals$305--$305
Advertising$32--$32
Total Functional Expenses$133,967$6,654$0$140,621
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,101
Fundraising Direct Expenses$7,702
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$2,699
NYS Sales Tax$162
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Members pay membership dues and vote on various activites broght before them by the Board

Member election for additional members Part VI line 7A

Members nominate and vote in the Boards election of officers

Governing body decisions Part VI line 7B

Members are asked to vote on various items put before them regarding Board options and decisions

Form 990 governing body review Part VI line 11

The 990 is reviewed by Financial officers before filing and is available at the organizations meetings after filing.

Conflict of interest policy compliance Part VI line 12C

Any conflicts of interest must be brought to the attention of the Board before any business is conducted on the conflicting business. A decision will be made to determine if the potential conflict is sufficient to remove the conflicted party from that particular matter.

CEO executive director top management comp Part VI line 15A

Compensation is determined by Board of Trustees. All trustees are independent and not compensated.

Other officer or key employee compensation Part VI line 15B

Compensation is determined by Board of Trustees. All trustees are independent and not compensated.

Governing documents etc available to public Part VI line 19

Copies of the 990 are available upon request to the organization and will be delivered by an agreeable means.

Filing and Contact Details

Filer

Filer Name
Yates County Genealogical and Historical Society
EIN
80-0758867
In Care Of
% Lisa Harper
Phone
3155367318
Address
107 Chapel St, Penn Yan, NY 14527

Signing Officer

Name
Lisa Harper
Title
Treasurer
Phone
3155367318
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1860
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
3

Preparer

Firm
Edward Kennedy CPA
Address
350 Elm Street, Penn Yan, NY 14527
Preparer
Kevin P Hines Ea
Phone
3155363335
Supplemental Narrative

Additional Explanations

General explanation attachment

The organization provides the community with programs that encourage, enhance, and foster appreciation of county history, people and places of Yates County, and historical research on families and local history. The organization provides collection management and maintenance through preservation, registration, and interpretation of the museum collection. The organization also provides educational programming and outreach, historical programs, and research services at three different museum sites: The Oliver House, The L Caroline Underwood Museum, and The Scherer Carriage House. The facilities are open to the public 52 weeks per year and 28 hours per week. Historical information is available at the organizations website, yatespast.org, Facebook, and other online communities.

Raw XML AppendixShowing 400 of 487 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members pay membership dues and vote on various activites broght before them by the Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members nominate and vote in the Boards election of officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members are asked to vote on various items put before them regarding Board options and decisions
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 is reviewed by Financial officers before filing and is available at the organizations meetings after filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Any conflicts of interest must be brought to the attention of the Board before any business is conducted on the conflicting business. A decision will be made to determine if the potential conflict is sufficient to remove the conflicted party from that particular matter.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation is determined by Board of Trustees. All trustees are independent and not compensated.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Compensation is determined by Board of Trustees. All trustees are independent and not compensated.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Copies of the 990 are available upon request to the organization and will be delivered by an agreeable means.

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