Civic Intelligence

Yates County Genealogical and Historical Society

990EZ • Fiscal year 2015 • EIN 80-0758867

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

107 Chapel StreetPenn Yan, NY 14527

(315) 536-7318

Siviq Scores

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

Liabilities / Assets

75th percentile

0.01x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • NTEE A80 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.05x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • NTEE A80 • <$500k nonprofits • Source year 2015

Net Margin

33rd percentile

-1.9%

Higher net margin than 33% of similar nonprofits.

2015 filings • NTEE A80 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • NTEE A80 • <$500k nonprofits • Source year 2015

Asset Growth

30th percentile

-5.2%

Faster asset growth than 30% of similar nonprofits.

2015 filings • NTEE A80 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

34th percentile

-14%

Faster revenue growth than 34% of similar nonprofits.

2015 filings • NTEE A80 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$432,695

Down $23,783 (-5.2%) from 2014

Net Assets

Down

$427,279

Down $23,633 (-5.2%) from 2014

Liabilities

Down

$5,416

Down $150 (-2.7%) from 2014

Revenue

Down

$116,914

Down $19,746 (-14%) from 2014

Expenses

Down

$119,077

Down $27,151 (-19%) from 2014

Net Income

Up

-$2,163

Up $7,405 (+77%) from 2014

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: $4,6162013Assets 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

2015

Assets$432,695
Liabilities$5,416
Net Assets$427,279

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 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

2015

Revenue$116,914
Expenses$119,077
Net Income-$2,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Gross Receipts
$158,267
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 on families and local history.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES THE COMMUNITY WITH PROGRAMS THAT ENCOURAGE, ENHANCE, AND FOSTER APPRECIATION OF COUNTY HISTORY. THE ORGANIZATION PROVIDES COLLECTION MANAGEMENT & MAINTENANCE THROUGH PERSERVATION, MAINTENANCE, REGISTRATATION AND INTERPRETATION OF THE MUSEUM COLLECTION. THE ORGANIZATION ALSO PROVIDES EDUCATIONAL PROGRAMMING AND OUTREACH, AND 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 51 WEEKS OF THE YEAR AND 28 HOURS PER WEEK. HISTORIC INFORMATION IS AVAILABLE AT THE ORGANIZATION'S WEBSITE AT YATESPAST.ORG AS WELL AS FACEBOOK AND OTHER ONLINE COMMUNITIES.-$102,230
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG ERWINPresident-$0--
SALLIE JENSENVice Preside-$0--
JAMES STORKTreasurer-$0--
PHILIP BAILEYSecretary-$0--
PAUL BULLOCKTrustee-$0--
RAY COPSONTrustee-$0--
LYN FITCHTrustee-$0--
JOAN HANDTrustee-$0--
JAMES HILTONTrustee-$0--
MIKE LEAVYTrustee-$0--
M LAURA RACETrustee-$0--
RICH MACALPINETrustee-$0--
RICH STEWARTTrustee-$0--
JAMES WACHOBTrustee-$0--
JOHN POTTERExecutive DiFT$0--
Filing and Contact Details

Filer

Filer Name
Yates County Genealogical and
EIN
80-0758867
Phone
3155367318
Address
107 CHAPEL STREET, PENN YAN, NY 14527

Signing Officer

Name
James Stork
Title
Treasurer
Phone
3155367318
Signed
2016-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Rizzo Digiacco Hern & Baniewicz Pllc
Address
69B MONROE AVE, PITTSFORD, NY 14534-1321
Preparer
Christopher Harris CPA
Phone
5856625046
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Other revenue 14 total 14

Form 990-ez, Part I, Line 16

Expenses office 1,188 insurance 3,730 dues and membership 7,880 repairs & maintenance 3,734 archives & exhibits 3,435 annual events 2,678 telephone 2,220 awards 413 education programs 258 miscellaneous 89 non-investment depreciation 3,584 total 29,209

Form 990-ez, Part I, Line 20

UNREALIZED LOSS -21,472

Form 990-ez, Part II, Line 24

Leasehold improvements 6,436 31,083 less accumulated depreciation 151 14,802 equipment 17,112 0 less accumulated depreciation 11,067 0 inventory 25,250 21,956 total 37,580 38,237

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,564 5,416

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 on families and local history.

Form 990-ez, Part III, Line 28

The organization provides the community with programs that encourage, enhance, and foster appreciation of county history. The organization provides collection management & maintenance through perservation, maintenance, registratation and interpretation of the museum collection. The organization also provides educational programming and outreach, and 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 51 weeks of the year and 28 hours per week. Historic information is available at the organization's website at yatespast.org as well as facebook and other online communities.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE 14 TOTAL 14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,188 INSURANCE 3,730 DUES AND MEMBERSHIP 7,880 REPAIRS & MAINTENANCE 3,734 ARCHIVES & EXHIBITS 3,435 ANNUAL EVENTS 2,678 TELEPHONE 2,220 AWARDS 413 EDUCATION PROGRAMS 258 MISCELLANEOUS 89 NON-INVESTMENT DEPRECIATION 3,584 TOTAL 29,209
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED LOSS -21,472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEASEHOLD IMPROVEMENTS 6,436 31,083 LESS ACCUMULATED DEPRECIATION 151 14,802 EQUIPMENT 17,112 0 LESS ACCUMULATED DEPRECIATION 11,067 0 INVENTORY 25,250 21,956 TOTAL 37,580 38,237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,564 5,416
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 ON FAMILIES AND LOCAL HISTORY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION PROVIDES THE COMMUNITY WITH PROGRAMS THAT ENCOURAGE, ENHANCE, AND FOSTER APPRECIATION OF COUNTY HISTORY. THE ORGANIZATION PROVIDES COLLECTION MANAGEMENT & MAINTENANCE THROUGH PERSERVATION, MAINTENANCE, REGISTRATATION AND INTERPRETATION OF THE MUSEUM COLLECTION. THE ORGANIZATION ALSO PROVIDES EDUCATIONAL PROGRAMMING AND OUTREACH, AND 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 51 WEEKS OF THE YEAR AND 28 HOURS PER WEEK. HISTORIC INFORMATION IS AVAILABLE AT THE ORGANIZATION'S WEBSITE AT YATESPAST.ORG AS WELL AS FACEBOOK AND OTHER ONLINE COMMUNITIES.
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
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ReturnHeader/BuildTS02016-12-15 16:53:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES STORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03155367318
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YATES COUNTY GENEALOGICAL AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0YATE
ReturnHeader/Filer/EIN0800758867
ReturnHeader/Filer/PhoneNum03155367318
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 CHAPEL STREET
ReturnHeader/Filer/USAddress/CityNm0PENN YAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014527
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203723571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIZZO DIGIACCO HERN & BANIEWICZ PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt069B MONROE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0145341321
ReturnHeader/PreparerPersonGrp/PhoneNum05856625046
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER HARRIS CPA
ReturnHeader/ReturnTs02016-08-15T07:35:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits