Civic Intelligence

Yates County Genealogical and Historical Society

990 • Fiscal year 2014 • EIN 80-0758867

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 19, 2015

Organization ProfileWWW.YATESPAST.ORG
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.

2014 filings • NTEE A80 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

2014 filings • NTEE A80 • <$500k nonprofits • Source year 2014

Net Margin

33rd percentile

-7.0%

Higher net margin than 33% of similar nonprofits.

2014 filings • NTEE A80 • <$500k nonprofits • Source year 2014

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.

2014 filings • NTEE A80 • <$500k nonprofits • Source year 2014

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2014 filings • NTEE A80 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

52nd percentile

6.2%

Faster revenue growth than 52% of similar nonprofits.

2014 filings • NTEE A80 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Flat

$456,478

Flat from 2014

Net Assets

Flat

$450,912

Flat from 2014

Liabilities

Flat

$5,566

Flat from 2014

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin33rd percentile

Revenue

Flat

$136,660

Flat from 2014

Expenses

Flat

$146,228

Flat from 2014

Net Income

Flat

-$9,568

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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 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

2014

Assets$456,478
Liabilities$5,566
Net Assets$450,912
Open 2014 Filing

Operations Trend

Revenue Growth52nd percentile

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 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

2014

Revenue$136,660
Expenses$146,228
Net Income-$9,568
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 19, 2015
Return Version
2014v5.0
Gross Receipts
$224,448
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$75,628$32,409▼ $43,219
Land, Buildings, and Equipment, Net$6,665$12,330▲ $5,665
Total Assets$468,718$456,478▼ $12,240
Other Assets Total$386,425$411,739▲ $25,314
Liabilities
Accounts Payable and Accrued Expenses$4,616$5,566▲ $950
Total Liabilities$4,616$5,566▲ $950
Net Assets / Fund Balance
Unrestricted Net Assets$447,304$434,978▼ $12,326
Temporarily Rstr Net Assets$16,798$15,934▼ $864
Total Net Assets Fund Balance$464,102$450,912▼ $13,190
Total Liabilities and Net Assets / Fund Balance$468,718$456,478▼ $12,240

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,045$11,067$17,112
Leasehold Improvements$6,285$151$6,436
Other Assets Org$25,250--
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
Douglas ErwinPresident
Gail IngramTrustee
James HiltonTrustee
James WachobTrustee
Jill PeekTrustee
Martha HarrisTrustee
Mike LeavyTrustee
Pamela MortonTrustee
Ray CopsonTrustee
Richard MacalpineTrustee
Sidney MannTrustee
Philip BaileySecretary
James StorkTreasurer
Sallie JensenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$55,048
Program Service Revenue
$57,326
Investment Income
$23,309
Other Revenue
$977
All Other Contributions
$50,548
Change in Net Assets
$-9,568
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$81,929
Other Expenses$64,299
Total Fundraising Expense$24,704
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$52,583$15,024$7,512$75,119
Occupancy$12,655--$12,655
Payroll Taxes$4,767$1,362$681$6,810
Insurance$4,465$278-$4,743
Fees for Services Accounting-$3,670-$3,670
All Other Expenses$3,076$172-$3,248
Office Expenses$1,476$1,589$20$3,085
Fees for Service Investment Mgmnt Fees-$2,999-$2,999
Depreciation Depletion-$2,771-$2,771
Fees for Services Other-$2,327-$2,327
Other Expenses$2,289$1,791$16,491$2,289
Total Functional Expenses$89,541$31,983$24,704$146,228
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$605
Fundraising Direct Expenses$485
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Tax return reviewed by treasurer and executive director”

Form 990, Page 6, Part VI, Line 15A

“Performance review procedure by personel committee but no compensation review procedure.”

Form 990, Page 6, Part VI, Line 19

“Copies of governing documents provided upon written request to the society”

Filing and Contact Details

Filer

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

Signing Officer

Name
John Potter
Title
Executive Director
Phone
3155367318
Signed
2015-06-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Potter
Formed
1929
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
6

Preparer

Firm
Bailey Carr Cpas Pc
Address
2565 BRIGHTON-HENRIETTA TOWNLINE RO, ROCHESTER, NY 14623
Preparer
Patricia M Cummings
Phone
5852729870
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“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, Part XI, Line 9

“UNREALIZED LOSS 3,622”

Financial Statement Notes

Schedule D, Page 1, Part III, Line 1A

“The society acquires and maintains items of historical and cultural significance. Currently, as required by new york state board of regents regulations, all collections items, acquired by purchase and donation are no longer recognized as assets. Purchases of collection items are recorded as decreases in unrestricted or temporarily restricted net assets depending upon the sale of assets used to purchase the item. Contributed collection items are not reflected in the financial statements. Pursuant to society policy, proceeds from the sale of art and relates insurance settlements are recorded as temporarily restricted net assets for the acquisition of works of art.”

Schedule D, Page 2, Part III, Line 4

“Collections aid the society in encouraging, enhancing and fostering appreciation of county history.”

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IRS990/NoncashContributionsAmt012592
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt012655
IRS990/OccupancyGrp/TotalAmt012655
IRS990/OfficeExpensesGrp/FundraisingAmt020
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01589
IRS990/OfficeExpensesGrp/ProgramServicesAmt01476
IRS990/OfficeExpensesGrp/TotalAmt03085
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0386425
IRS990/OtherAssetsTotalGrp/EOYAmt0411739
IRS990/OtherChangesInNetAssetsAmt0-3622
IRS990/OtherExpensesGrp/Desc0ANNUAL EVENTS
IRS990/OtherExpensesGrp/Desc1DUES AND MEMBERSHIP
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3EDUCATION PROGRAMS
IRS990/OtherExpensesGrp/FundraisingAmt016491
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01791
IRS990/OtherExpensesGrp/ProgramServicesAmt07022
IRS990/OtherExpensesGrp/ProgramServicesAmt11208
IRS990/OtherExpensesGrp/ProgramServicesAmt22289
IRS990/OtherExpensesGrp/TotalAmt016491
IRS990/OtherExpensesGrp/TotalAmt17022
IRS990/OtherExpensesGrp/TotalAmt22999
IRS990/OtherExpensesGrp/TotalAmt32289
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt05
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05
IRS990/OtherRevenueTotalAmt05
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07512
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015024
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt052583
IRS990/OtherSalariesAndWagesGrp/TotalAmt075119
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0681
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01362
IRS990/PayrollTaxesGrp/ProgramServicesAmt04767
IRS990/PayrollTaxesGrp/TotalAmt06810
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN POTTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICE
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2ARCHIVES AND EXHIBITS
IRS990/ProgramServiceRevenueGrp/Desc3EDUCATION PROGRAM
IRS990/ProgramServiceRevenueGrp/ExclusionAmt016655
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt038400
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11866
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2405
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116655
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21866
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3405
IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019677
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03167
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt039476
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08077
IRS990/PYOtherExpensesAmt050562
IRS990/PYOtherRevenueAmt038585
IRS990/PYProgramServiceRevenueAmt042556
IRS990/PYRevenuesLessExpensesAmt0-138
IRS990/PYSalariesCompEmpBnftPaidAmt078270
IRS990/PYTotalExpensesAmt0128832
IRS990/PYTotalRevenueAmt0128694
IRS990/ReconcilationRevenueExpnssAmt0-9568
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055048
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt052068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057748
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026541
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt078232
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0269637
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07834
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010386
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt010076
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt038137
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040671
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046858
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt041225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt042453
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt019394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0190601
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt023116
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt033023
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt036008
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt051529
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0143676
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt038137
IRS990ScheduleA/InvestmentIncomeCYPct00.06000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94060
IRS990ScheduleA/PublicSupportPY509Pct00.96040
IRS990ScheduleA/PublicSupportTotal509Amt0603914
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0118835
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131949
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0134981
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0120523
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt097626
IRS990ScheduleA/Total509Grp/TotalAmt0603914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0128676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0139783
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0145367
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0130599
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt097626
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0642051
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt06045
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011067
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017112
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt06285
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0151
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06436
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0386489
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt125250
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVENTORY
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY ACQUIRES AND MAINTAINS ITEMS OF HISTORICAL AND CULTURAL SIGNIFICANCE. CURRENTLY, AS REQUIRED BY NEW YORK STATE BOARD OF REGENTS REGULATIONS, ALL COLLECTIONS ITEMS, ACQUIRED BY PURCHASE AND DONATION ARE NO LONGER RECOGNIZED AS ASSETS. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED OR TEMPORARILY RESTRICTED NET ASSETS DEPENDING UPON THE SALE OF ASSETS USED TO PURCHASE THE ITEM. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED IN THE FINANCIAL STATEMENTS. PURSUANT TO SOCIETY POLICY, PROCEEDS FROM THE SALE OF ART AND RELATES INSURANCE SETTLEMENTS ARE RECORDED AS TEMPORARILY RESTRICTED NET ASSETS FOR THE ACQUISITION OF WORKS OF ART.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COLLECTIONS AID THE SOCIETY IN ENCOURAGING, ENHANCING AND FOSTERING APPRECIATION OF COUNTY HISTORY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 1, PART III, LINE 1A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART III, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012330
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0411739
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YATES 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/ExplanationTxt1TAX RETURN REVIEWED BY TREASURER AND EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERFORMANCE REVIEW PROCEDURE BY PERSONEL COMMITTEE BUT NO COMPENSATION REVIEW PROCEDURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF GOVERNING DOCUMENTS PROVIDED UPON WRITTEN REQUEST TO THE SOCIETY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED LOSS 3,622
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$456,478
Liabilities
$5,566
Net assets
$450,912
Revenue
$136,660
Expenses
$146,228
Net income
-$9,568
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
2014Detailed filing. Detailed filing data is available for this year.$4.56$0.06$4.51$1.37$1.46$0.10
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