Civic Intelligence

Yates County Genealogical and Historical Society

990EZ • Fiscal year 2013 • EIN 80-0758867

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

107 Chapel Street14527

(315) 536-7318

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.01x

Higher debt load relative to assets than 72% of similar nonprofits.

2013 filings • NTEE A80 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

83rd percentile

0.04x

Higher debt load relative to revenue than 83% of similar nonprofits.

2013 filings • NTEE A80 • <$500k nonprofits • Source year 2013

Net Margin

39th percentile

-0.1%

Higher net margin than 39% of similar nonprofits.

2013 filings • NTEE A80 • <$500k nonprofits • Source year 2013

Top Officer Pay

91st percentile

$35,094

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 27.3% of source-year revenue.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Asset Growth

60th percentile

8.4%

Faster asset growth than 60% of similar nonprofits.

2013 filings • NTEE A80 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

58th percentile

8.7%

Faster revenue growth than 58% of similar nonprofits.

2013 filings • NTEE A80 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Flat

$468,718

Flat from 2013

Net Assets

$464,102

No earlier filing loaded for comparison.

Liabilities

Flat

$4,616

Flat from 2013

Revenue

Flat

$128,694

Flat from 2013

Expenses

Flat

$128,832

Flat from 2013

Net Income

Flat

-$138

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $432,390Liabilities 2012: $4,464Net Assets 2012: $427,9262012Assets 2013: $468,718Liabilities 2013: $4,616Net Assets 2013: $464,1022013Assets 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

2013

Assets$468,718
Liabilities$4,616
Net Assets$464,102

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2013

Revenue$128,694
Expenses$128,832
Net Income-$138
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.1
Gross Receipts
$175,113
Mission and Program Overview

Mission

History-Yates County ServiceEducation

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 services on families and local history.

Program Services

DescriptionGrantsExpenses
COLLECTION MANAGEMENT & MAINTENANCE- PRESERVATION, MAINTENANCE, REGISTRATION AND INTERPRETATION OF MUSEUM COLLECTION-$64,299
IN 2012, THE CORPORATION PROVIDED EDUCATIONAL PROGRAMS FOR THREE MUSEUMS; THE OLIVER HOUSE, THE L. CAROLINE UNDERWOOD AND THE SCHERER CARRIAGE HOUSE; EDUCATIONAL OUTREACH, AND HISTORICAL RESEARCH SERVICES. THE FACILITIES ARE OPEN TO THE PUBLIC 51 WEEKS OF THE YEAR AND 28 HOURS A WEEK.-$19,404
THE SOCIETY PROVIDES THE COMMUNITY WITH HISTORICAL PROGRAMS THAT ENCOURAGE, ENHANCE AND FOSTER APPRECIATION OF COUNTY HISTORY. IT OFFERS HISTORIC INFORMATION THROUGH ITS WEBPAGE AT YATESPAST.COM AS WELL AS FACEBOOK AND BLOG COMMUNICATIONS.-$5,370
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN POTTERExecutive DiPT$35,094-$35,094
JAMES RICETrustee-$0--
BRUCE A WARFIELDTrustee-$0--
JAMES STORKTreasurer-$0--
GAIL INGRAMTrustee-$0--
PHILIP BAILEYSecretary-$0--
C WILLIAM CHAMPLINVice Preside-$0--
SALLIE JENSENTrustee-$0--
DOUGLAS ERWINPresident-$0--
JAMES HILTONTrustee-$0--
RICHARD MACALPINETrustee-$0--
SIDNEY MANNTrustee-$0--
MIKE LEAVYTrustee-$0--
PAMELA MORTONTrustee-$0--
MARTHA HARRISTrustee-$0--
Filing and Contact Details

Filer

EIN
80-0758867
Phone
3155367318

Signing Officer

Name
John Potter
Title
Executive Director
Phone
3155367318
Signed
2014-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Patricia M Cummings
Phone
5852729870
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 5,059 total 5,059

Form 990-ez, Part I, Line 16

Expenses office supplies 3,551 insurance 5,077 annual events 4,480 archives and exhibits 3,440 awards 1,045 dues and membership 6,693 education programs 1,930 repairs and maintenance 1,357 telephone 2,145 non-investment depreciation 2,088 total 31,806

Form 990-ez, Part I, Line 20

UNREALIZED GAIN 36,314

Form 990-ez, Part II, Line 24

Furniture & equipment 11,612 15,112 less accumulated depreciation 6,359 8,447 inventory 20,228 26,785 investments 327,371 359,640 total 352,852 393,090

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 4,464 4,616

Form 990-ez, Part III

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 services on families and local history.

Form 990-ez, Part III, Line 29

In 2012, the corporation provided educational programs for three museums; the oliver house, the l. Caroline underwood and the scherer carriage house; educational outreach, and historical research services. The facilities are open to the public 51 weeks of the year and 28 hours a week.

Form 990-ez, Part III, Line 30

The society provides the community with historical programs that encourage, enhance and foster appreciation of county history. It offers historic information through its webpage at yatespast.com as well as facebook and blog communications.

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IRS990EZ/PrimaryExemptPurposeTxt0YATES 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 SERVICES ON FAMILIES AND LOCAL HISTORY.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1IN 2012, THE CORPORATION PROVIDED EDUCATIONAL PROGRAMS FOR THREE MUSEUMS; THE OLIVER HOUSE, THE L. CAROLINE UNDERWOOD AND THE SCHERER CARRIAGE HOUSE; EDUCATIONAL OUTREACH, AND HISTORICAL RESEARCH SERVICES. THE FACILITIES ARE OPEN TO THE PUBLIC 51 WEEKS OF THE YEAR AND 28 HOURS A WEEK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE SOCIETY PROVIDES THE COMMUNITY WITH HISTORICAL PROGRAMS THAT ENCOURAGE, ENHANCE AND FOSTER APPRECIATION OF COUNTY HISTORY. IT OFFERS HISTORIC INFORMATION THROUGH ITS WEBPAGE AT YATESPAST.COM AS WELL AS FACEBOOK AND BLOG COMMUNICATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 5,059 TOTAL 5,059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE SUPPLIES 3,551 INSURANCE 5,077 ANNUAL EVENTS 4,480 ARCHIVES AND EXHIBITS 3,440 AWARDS 1,045 DUES AND MEMBERSHIP 6,693 EDUCATION PROGRAMS 1,930 REPAIRS AND MAINTENANCE 1,357 TELEPHONE 2,145 NON-INVESTMENT DEPRECIATION 2,088 TOTAL 31,806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN 36,314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FURNITURE & EQUIPMENT 11,612 15,112 LESS ACCUMULATED DEPRECIATION 6,359 8,447 INVENTORY 20,228 26,785 INVESTMENTS 327,371 359,640 TOTAL 352,852 393,090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,464 4,616
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5YATES 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 SERVICES ON FAMILIES AND LOCAL HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IN 2012, THE CORPORATION PROVIDED EDUCATIONAL PROGRAMS FOR THREE MUSEUMS; THE OLIVER HOUSE, THE L. CAROLINE UNDERWOOD AND THE SCHERER CARRIAGE HOUSE; EDUCATIONAL OUTREACH, AND HISTORICAL RESEARCH SERVICES. THE FACILITIES ARE OPEN TO THE PUBLIC 51 WEEKS OF THE YEAR AND 28 HOURS A WEEK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE SOCIETY PROVIDES THE COMMUNITY WITH HISTORICAL PROGRAMS THAT ENCOURAGE, ENHANCE AND FOSTER APPRECIATION OF COUNTY HISTORY. IT OFFERS HISTORIC INFORMATION THROUGH ITS WEBPAGE AT YATESPAST.COM AS WELL AS FACEBOOK AND BLOG COMMUNICATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN POTTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03155367318
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10YATES COUNTY GENEALOGICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20AND HISTORICAL SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0YATE
ReturnHeader/Filer/EIN0800758867
ReturnHeader/Filer/PhoneNum03155367318
ReturnHeader/Filer/USAddress/AddressLine10107 CHAPEL STREET
ReturnHeader/Filer/USAddress/City0PENN YAN
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BAILEY CARR CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102565 BRIGHTON-HENRIETTA TOWNLINE RO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014623
ReturnHeader/PreparerPersonGrp/PhoneNum05852729870
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA M CUMMINGS
ReturnHeader/ReturnTs02014-05-08T14:34:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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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
2013Detailed filing. Detailed filing data is available for this year.$4.69$0.05$4.64$1.29$1.29$0.00
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