NEW ENGLAND REGIONAL GENEOLOGICAL CONSORTIUM (EIN 043567661) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

Seema Kenney

Phone

5085293197

Tax Period

2022-07-01 to 2023-06-30

NEW ENGLAND REGIONAL GENEOLOGICAL CONSORTIUM, founded in 2006, is a small nonprofit in the Arts, Culture & Humanities sector that reported $165K in total revenue in fiscal year 2022. Expenses of $151K left a modest 9% surplus.

Mission

Plan and organize a genealogical conference biennially on the odd-numbered year in the New England Region. Conference is fee-based and open to the public. It is a 4-day conference of educational presentations and venue for Exhibitors of genealogical products.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,000

Program Service Revenue $158,012

Investment Income $0

Other Revenue $6,456

TOTAL REVENUE $165,468

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,521

Other Expenses $151,077

TOTAL EXPENSES $151,077

Year-over-Year Comparison

	2022	2021	Change
Revenue	$165,468	N/A	N/A
Expenses	$151,077	N/A	N/A
Net Income	$14,391	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judy Izenberg	Director	5	Director	$0	$0	$0
Jonathan Stevens	Director	5	Director	$0	$0	$0
Sara Campbell	Director	5	Director	$0	$0	$0
Seema Kenney	President	5	Officer	$0	$0	$0
Julie Szczepankiewicz	Vice President	5	Officer	$0	$0	$0
Dorothy Deragon	Secretary	5	Officer	$0	$0	$0
Lois Lopatin	Treasurer	5	Officer	$0	$0	$0
Kathryn Black	Assistant Treasurer	5	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$165,468	$151,077	$17,567	$14,391
2021	$119,533	$99,964	$29,549	$19,569

NEW ENGLAND REGIONAL GENEOLOGICAL CONSORTIUM