Civic Intelligence

Association of Professional Genealogists

EIN 87-0482562 • 501(c)6 • Poulsbo, WA

Profile

To promote international awareness of and interest in genealogical services. To promote professional standards in genealogical research, writing and speaking. To educate the membership and public through publications and lectures

PO Box 2369Poulsbo, WA 98370

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.28x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.37x

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

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$57,200

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

46th percentile

2.6%

Faster asset growth than 46% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-0.4%

Faster revenue growth than 35% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$439,972

Down $100,397 (-19%) from 2022

Liabilities

Down

$123,717

Down $57,173 (-32%) from 2022

Net Assets

Down

$316,255

Down $43,224 (-12%) from 2022

Operations
Liabilities / Revenue84th percentileNet Margin69th percentile

Revenue

Up

$337,383

Up $34,339 (+11%) from 2022

Expenses

Up

$298,816

Up $7,043 (+2.4%) from 2022

Net Income

Up

$38,567

Up $27,296 (+242%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $141,963Liabilities 2011: $25,280Net Assets 2011: $116,6832011Assets 2012: $143,704Liabilities 2012: $26,353Net Assets 2012: $117,3512012Assets 2013: $178,072Liabilities 2013: $44,031Net Assets 2013: $134,0412013Assets 2014: $237,408Liabilities 2014: $84,773Net Assets 2014: $152,6352014Assets 2015: $280,571Liabilities 2015: $32,613Net Assets 2015: $247,9582015Assets 2016: $337,950Liabilities 2016: $109,097Net Assets 2016: $228,8532016Assets 2017: $338,806Liabilities 2017: $100,800Net Assets 2017: $238,0062017Assets 2018: $327,833Liabilities 2018: $163,045Net Assets 2018: $164,7882018Assets 2019: $400,115Liabilities 2019: $218,378Net Assets 2019: $181,7372019Assets 2020: $426,790Liabilities 2020: $162,489Net Assets 2020: $264,3012020Assets 2021: $545,433Liabilities 2021: $163,614Net Assets 2021: $381,8192021Assets 2022: $540,369Liabilities 2022: $180,890Net Assets 2022: $359,4792022Assets 2024: $439,972Liabilities 2024: $123,717Net Assets 2024: $316,2552024

Highlighted filing

2024

Assets$439,972
Liabilities$123,717
Net Assets$316,255
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $180,934Expenses 2011: $164,270Net Income 2011: $16,6642011Revenue 2012: $173,457Expenses 2012: $175,266Net Income 2012: -$1,8092012Revenue 2013: $208,425Expenses 2013: $190,505Net Income 2013: $17,9202013Revenue 2014: $224,776Expenses 2014: $206,181Net Income 2014: $18,5952014Revenue 2015: $303,806Expenses 2015: $209,100Net Income 2015: $94,7062015Revenue 2016: $279,494Expenses 2016: $243,964Net Income 2016: $35,5302016Revenue 2017: $311,730Expenses 2017: $308,371Net Income 2017: $3,3592017Revenue 2018: $230,260Expenses 2018: $303,478Net Income 2018: -$73,2182018Revenue 2019: $327,655Expenses 2019: $280,753Net Income 2019: $46,9022019Revenue 2020: $290,406Expenses 2020: $237,794Net Income 2020: $52,6122020Revenue 2021: $338,530Expenses 2021: $231,249Net Income 2021: $107,2812021Revenue 2022: $303,044Expenses 2022: $291,773Net Income 2022: $11,2712022Revenue 2024: $337,383Expenses 2024: $298,816Net Income 2024: $38,5672024

Highlighted filing

2024

Revenue$337,383
Expenses$298,816
Net Income$38,567
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$439,972
Liabilities
$123,717
Net assets
$316,255
Revenue
$337,383
Expenses
$298,816
Net income
$38,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$1.24$3.16$3.37$2.99$0.39
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.40$1.81$3.59$3.03$2.92$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$1.64$3.82$3.39$2.31$1.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$1.62$2.64$2.90$2.38$0.53
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.00$2.18$1.82$3.28$2.81$0.47
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$1.63$1.65$2.30$3.03$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$1.01$2.38$3.12$3.08$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$1.09$2.29$2.79$2.44$0.36
2015Summary only. Only limited summary data is available for this year.$2.81$0.33$2.48$3.04$2.09$0.95
2014Summary only. Only limited summary data is available for this year.$2.37$0.85$1.53$2.25$2.06$0.19
2013Summary only. Only limited summary data is available for this year.$1.78$0.44$1.34$2.08$1.91$0.18
2012Summary only. Only limited summary data is available for this year.$1.44$0.26$1.17$1.73$1.75$0.02
2011Summary only. Only limited summary data is available for this year.$1.42$0.25$1.17$1.81$1.64$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$538,027
Mission and Program Overview

Mission

To promote international awareness of and interest in genealogical services. To promote professional standards in genealogical research, writing and speaking. To educate the membership and public through publications and lectures

To promote international awareness of and interest in genealogical services; professional standards in genealogical research, writing, and speaking; and preservation and accessibilty to historic records.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$184,310$334,630▲ $150,320
Cash and Non-Interest-Bearing Accounts$147,756$68,383▼ $79,373
Savings and Temporary Cash Investments$89,075$16,930▼ $72,145
Intangible Assets-$10,500-
Prepaid Expenses and Deferred Charges$6,899$8,882▲ $1,983
Accounts Receivable$835$0▼ $835
Land, Buildings, and Equipment, Net-$647-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$428,875$439,972▲ $11,097
Other Assets Total-$0-
Liabilities
Deferred Revenue$141,433$110,849▼ $30,584
Accounts Payable and Accrued Expenses$14,138$12,868▼ $1,270
Total Liabilities$155,571$123,717▼ $31,854
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$261,847$301,546▲ $39,699
Net Assets With Donor Restrictions$11,457$14,709▲ $3,252
Total Net Assets Fund Balance$273,304$316,255▲ $42,951
Total Liabilities and Net Assets / Fund Balance$428,875$439,972▲ $11,097

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$647$650$1,297
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michelle CohenExecutive DirectorFT$57,200$57,200

Board Members and Trustees

NameTitle
Annette Burke LyttlePast President
Suzanne HoffmanPresident
Karen CoppernollVice President
Alec FerrettiDirector
David RyanDirector
Jennifer Kahn BakkalaDirector
Jessica TaylorDirector
Kaye Prince-hollenbergDirector
Kelly Conner LearDirector
Mark WentlingDirector
Markus SchonherrDirector
Michael MccormickDirector
Pamela MooreDirector
Rose Lerer CohenDirector
Shannon Combs-bennettDirector
Peggy LauritzenSecretary
Patricia SeguineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$269,296
Program Service Revenue
$61,926
Investment Income
$6,061
Other Revenue
$100
Change in Net Assets
$38,567
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$235,042
Salaries, Compensation, and Employee Benefits$63,774
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$62,039
Current Officers, Directors, Trustees, and Key Employees---$57,200
Information Technology---$33,135
Advertising---$16,520
All Other Expenses---$11,408
Other Expenses---$7,632
Payroll Taxes---$6,574
Fees for Services Accounting---$5,740
Insurance---$504
Office Expenses---$472
Fees for Services Legal---$423
Depreciation Depletion---$300
Total Functional Expenses$0$0$0$298,816
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The Association's members elect the members of the governing body, including the four officers. Members also vote on any changes to the By Laws.”

Form 990, Part VI, Section A, Line 7A

“The Association's members elect the members of the governing body, including the four officers. Members also vote on any changes to the By Laws.”

Form 990, Part VI, Section A, Line 7B

“The Association's members elect the members of the governing body, including the four officers. Members also vote on any changes to the By Laws.”

Form 990, Part VI, Section B, Line 11B

“The 990 return is reveiwed by the executive director, president and the treasurer of the association and is made available to board members upon request.”

Form 990, Part VI, Section B, Line 12C

“Apg monitors and enforces the compliance of the conflict of interest policy during quarterly meetings. All board members are required to complete a conflict of interest statement.”

Form 990, Part VI, Section C, Line 19

“The conflict of interest policy was explained to the board members at board meetings, and is available upon request. The financials reports are available to the members on the website. If requested they are mailed to the person making the request. Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Association of Professional Genealogists
EIN
87-0482562
Phone
8019423038
Address
PO BOX 2369, POULSBO, WA 98370

Signing Officer

Name
Suzanne Hoffman
Title
President
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ut
Voting Board Members
17
Independent Board Members
17
Employees
2
Volunteers
150

Preparer

Firm
Larry N Klingler & Associates Inc
Address
8941 S 700 E Ste 104, Sandy, UT 84070
Preparer
George Maroudas Ea
Phone
8016760945
Raw XML AppendixShowing 400 of 456 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO PROMOTE INTERNATIONAL AWARENESS OF AND INTEREST IN GENEALOGICAL SERVICES; PROFESSIONAL STANDARDS IN GENEALOGICAL RESEARCH, WRITING, AND SPEAKING; AND PRESERVATION AND ACCESSIBILTY TO HISTORIC RECORDS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0273304
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3530
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc0PRINTING & REPRODUCTION
IRS990/OtherExpensesGrp/Desc1MERCHANT FEES
IRS990/OtherExpensesGrp/Desc2COMMUNICATIONS
IRS990/OtherExpensesGrp/Desc3SIG EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt110282
IRS990/OtherExpensesGrp/TotalAmt27773
IRS990/OtherExpensesGrp/TotalAmt37632
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IRS990/ProgramServiceRevenueGrp/Desc0ADVERTISING
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt152295
IRS990/ProgSrvcAccomActy2Grp/Desc0APG PRESENTS A YEARLY 3 DAY CONFERENCE WHOSE PURPOSE IT IS TO PROMOTE PROFESSIONAL MANAGEMENT OF GENEALOGICAL BUSINESS ENDEAVORS, NEW TECHNIQUES AND TECHNOLOGIES, AND PROFESSIONAL NETWORKING BY OUR MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0APG PROMOTES SERVICES OF GENEALOGISTS THROUGH OUR PUBLIC WEBSITE AND MEMBER DIRECTORY AND PROFESSIONAL EDUCATION THROUGH FREE WEBINARS TO MEMBERS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Association's members elect the members of the governing body, including the four officers. Members also vote on any changes to the By Laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Association's members elect the members of the governing body, including the four officers. Members also vote on any changes to the By Laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Association's members elect the members of the governing body, including the four officers. Members also vote on any changes to the By Laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 RETURN IS REVEIWED BY THE EXECUTIVE DIRECTOR, PRESIDENT AND THE TREASURER OF THE ASSOCIATION AND IS MADE AVAILABLE TO BOARD MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4APG MONITORS AND ENFORCES THE COMPLIANCE OF THE CONFLICT OF INTEREST POLICY DURING QUARTERLY MEETINGS. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CONFLICT OF INTEREST POLICY WAS EXPLAINED TO THE BOARD MEMBERS AT BOARD MEETINGS, AND IS AVAILABLE UPON REQUEST. THE FINANCIALS REPORTS ARE AVAILABLE TO THE MEMBERS ON THE WEBSITE. IF REQUESTED THEY ARE MAILED TO THE PERSON MAKING THE REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
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