Civic Intelligence

Yates County Genealogical and Historical Society

990EZ • Fiscal year 2017 • EIN 80-0758867

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 23, 2018

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

69th percentile

0.01x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • NTEE A80 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

2017 filings • NTEE A80 • <$500k nonprofits • Source year 2017

Net Margin

33rd percentile

-8.4%

Higher net margin than 33% of similar nonprofits.

2017 filings • NTEE A80 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2017 filings • NTEE A80 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

2017 filings • NTEE A80 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • NTEE A80 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$466,447

Up $37,942 (+8.9%) from 2016

Net Assets

$463,168

No earlier filing loaded for comparison.

Liabilities

Down

$3,279

Down $1,522 (-32%) from 2016

Revenue

Up

$121,421

Up $11,339 (+10%) from 2016

Expenses

Down

$131,584

Down $4,146 (-3.1%) from 2016

Net Income

Up

-$10,163

Up $15,485 (+60%) 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: $4,8012016Assets 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

2017

Assets$466,447
Liabilities$3,279
Net Assets$463,168

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

2017

Revenue$121,421
Expenses$131,584
Net Income-$10,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 23, 2018
Return Version
2017v2.3
Gross Receipts
$145,581
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 provided 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 PRESERVATION, MAINTENANCE, REGISTRATION 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.$0$102,995
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLIE JENSENPresident-$0--
MIKE LEAVYVice President-$0--
JAMES STORKTreasurer-$0--
PHILIP BAILEYSecretary-$0--
KEN AGONATrustee-$0--
ANDY BAUSTrustee-$0--
PAUL BULLOCKTrustee-$0--
LYN FITCHTrustee-$0--
WIN HARPERTrustee-$0--
MURRAY HESTLEYTrustee-$0--
PATTY LARZELERETrustee-$0--
RICH MACALPINETrustee-$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
Treasuer
Phone
3155367318
Signed
2018-08-23
Discuss with paid preparer
Yes

Preparer

Firm
Rdg Partners Cpas Pllc
Address
69B MONROE AVENUE, PITTSFORD, NY 14534-1321
Preparer
Christopher Harris CPA
Phone
5856732600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: . Amount: 9,158.

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 3,712. Returns and allowances: 0. Less cost of goods sold: 844. Gross profit: 2,868. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 0. Cost of labor: 0. Materials and supplies: 0. Other costs: 844. Inventory at end of year: 0. Cost of goods sold: 844.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: dues and membership. Amount: 5,314. Description: annual events. Amount: 4,833. Description: insurance. Amount: 4,468. Description: other programming expenses. Amount: 1,721. Description: miscellaneous. Amount: 398. Total to form 990-ez, line 16: 16,734.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investments. Amount: 49,627.

Form 990-ez, Part II, Line 24 - Other Assets

Description: inventory. Beg. Of year amount: 17,997. End of year amount: 17,495. Description: other depreciable assets. Beg. Of year amount: 13,445. End of year amount: 10,609.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 4,801. End of year amount: 3,279.

Raw XML Appendix247 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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IRS990EZ/PrimaryExemptPurposeTxt0YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY (THE SOCIETY) IS AN IRS 501(C)(3) NON-PROFIT EDUCATIONAL CORPORATION PROVIDED 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.
IRS990EZ/PrintingPublicationsPostageAmt01942
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES THE COMMUNITY WITH PROGRAMS THAT ENCOURAGE, ENHANCE, AND FOSTER APPRECIATION OF COUNTY HISTORY. THE ORGANIZATION PROVIDES COLLECTION MANAGEMENT & MAINTENANCE THROUGH PRESERVATION, MAINTENANCE, REGISTRATION 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/ExplanationTxt0DESCRIPTION: . AMOUNT: 9,158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 3,712. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 844. GROSS PROFIT: 2,868. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 0. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 844. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 844.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUES AND MEMBERSHIP. AMOUNT: 5,314. DESCRIPTION: ANNUAL EVENTS. AMOUNT: 4,833. DESCRIPTION: INSURANCE. AMOUNT: 4,468. DESCRIPTION: OTHER PROGRAMMING EXPENSES. AMOUNT: 1,721. DESCRIPTION: MISCELLANEOUS. AMOUNT: 398. TOTAL TO FORM 990-EZ, LINE 16: 16,734.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 49,627.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 17,997. END OF YEAR AMOUNT: 17,495. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 13,445. END OF YEAR AMOUNT: 10,609.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 4,801. END OF YEAR AMOUNT: 3,279.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES STORK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASUER
ReturnHeader/BusinessOfficerGrp/PhoneNum03155367318
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-23
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/AtSubmissionCreationDeviceId0DE2D12815FB15F399602175E234F39A3BB53D8D4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId083B752597185B8F15A1047A49700B54F9A77EDB9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.39.45.26
ReturnHeader/FilingSecurityInformation/IPDt02018-08-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:40:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203723571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RDG PARTNERS CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt069B MONROE AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0145341321
ReturnHeader/PreparerPersonGrp/PhoneNum05856732600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER HARRIS CPA
ReturnHeader/ReturnTs02018-08-23T10:35:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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

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