Civic Intelligence

Yates County Genealogical and Historical Society

990EZ • Fiscal year 2016 • EIN 80-0758867

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

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

72nd percentile

0.01x

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

2016 filings • NTEE A80 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.04x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • NTEE A80 • <$500k nonprofits • Source year 2016

Net Margin

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

2016 filings • NTEE A80 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$36,147

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

2016 filings • NTEE A80 • <$500k nonprofits • Source year 2016

Asset Growth

38th percentile

-1.0%

Faster asset growth than 38% of similar nonprofits.

2016 filings • NTEE A80 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

-5.8%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • NTEE A80 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Flat

$428,505

Flat from 2016

Net Assets

$423,704

No earlier filing loaded for comparison.

Liabilities

Flat

$4,801

Flat from 2016

Revenue

Flat

$110,082

Flat from 2016

Expenses

Flat

$135,730

Flat from 2016

Net Income

Flat

-$25,648

Flat from 2016

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: $4,801Net Assets 2016: $423,7042016Assets 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

2016

Assets$428,505
Liabilities$4,801
Net Assets$423,704

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 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

2016

Revenue$110,082
Expenses$135,730
Net Income-$25,648
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$129,030
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.-$107,264
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN POTTERExecutive DiFT$36,147-$36,147
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--
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
2017-08-15
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 281 total 281

Form 990-ez, Part I, Line 16

Expenses office 2,467 insurance 3,605 dues and membership 7,589 archives & exhibits 3,565 annual events 2,919 telephone 2,421 repairs & maintenance 2,231 education programs 1,005 awards 776 miscellaneous 550 non-investment depreciation 2,836 total 29,964

Form 990-ez, Part I, Line 20

UNREALIZED GAIN 22,073

Form 990-ez, Part II, Line 24

Leasehold improvements 31,083 31,083 less accumulated depreciation 14,802 17,638 equipment 0 0 inventory 21,956 17,997 total 38,237 31,442

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,416 4,801

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 281 TOTAL 281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 2,467 INSURANCE 3,605 DUES AND MEMBERSHIP 7,589 ARCHIVES & EXHIBITS 3,565 ANNUAL EVENTS 2,919 TELEPHONE 2,421 REPAIRS & MAINTENANCE 2,231 EDUCATION PROGRAMS 1,005 AWARDS 776 MISCELLANEOUS 550 NON-INVESTMENT DEPRECIATION 2,836 TOTAL 29,964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN 22,073
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEASEHOLD IMPROVEMENTS 31,083 31,083 LESS ACCUMULATED DEPRECIATION 14,802 17,638 EQUIPMENT 0 0 INVENTORY 21,956 17,997 TOTAL 38,237 31,442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,416 4,801
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 28
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES STORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03155367318
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId094363FED0B8D07D16258146C93B4E620DB110F1F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D0CF8F87E29BC7E2A3069A9467EC1E96D5DE19DE
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/PreparationDt02017-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER HARRIS CPA
ReturnHeader/ReturnTs02017-08-23T14:58:16-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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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
2016Detailed filing. Detailed filing data is available for this year.$4.29$0.05$4.24$1.10$1.36$0.26
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