Connecticut Society of Genealogists Inc (EIN 066105105) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Phone

8605690002

Tax Period

2025-05-01 to 2026-04-30

Connecticut Society of Genealogists Inc, founded in 1968, is a small nonprofit in the Arts, Culture & Humanities sector that reported $189K in total revenue in fiscal year 2025. Expenses of $162K left a modest 14% surplus.

Mission

Genealogy research and education

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Trantor Score

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

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $135,724

Program Service Revenue $3,239

Investment Income $49,759

Other Revenue $0

TOTAL REVENUE $188,722

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,239

Fundraising Expenses $0

Program Expenses $129,866

Other Expenses $104,093

TOTAL EXPENSES $162,332

Year-over-Year Comparison

	2025	2024	Change
Revenue	$188,722	$197,852	0.0%
Expenses	$162,332	$156,888	+0.0%
Net Income	$26,390	$40,964	-0.4%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$46,076

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Hyland	Office Manager	35.00	Key Emp	$46,076	$0	$46,076
Margaret Limbacher	Treasurer	3.00	Officer Director	$0	$0	$0
Diane LeMay	Asst Treasurer	0.50	Officer Director	$0	$0	$0
Donald A Naples	Governor	0.50	Director	$0	$0	$0
Edwin W Strickland II	Governor	0.50	Director	$0	$0	$0
Linda Carlson	Governor	0.50	Director	$0	$0	$0
Jenny Hawran	President	5.00	Officer Director	$0	$0	$0
Catherine Zahn	Governor	0.50	Director	$0	$0	$0
Lisa M Vasas	Governor	0.50	Director	$0	$0	$0
Rita M Barredo	Secretary	1.00	Officer Director	$0	$0	$0
Jennifer Zinck	Governor	3.00	Director	$0	$0	$0
Keith E Wilson	Governor	0.50	Director	$0	$0	$0
Robert Young	Governor	0.50	Director	$0	$0	$0
Marjorie Hurtuk	Governor	0.50	Director	$0	$0	$0
Julia McAleer	Vice President	1.00	Officer Director	$0	$0	$0
Susanne H Betts	Governor	0.50	Director	$0	$0	$0
Gregory E Thompson	Governor	0.50	Director	$0	$0	$0
Richard C Roberts	Governor	0.50	Director	$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
2026	$188,722	$162,332	$1,212,538	$26,390
2025	$197,852	$156,888	$1,119,153	$40,964
2024	$103,271	$146,701	$1,092,313	$-43,430
2023	$106,139	$151,646	$1,030,137	$-45,507
2022	$87,596	$143,162	$1,147,570	$-55,566
2021	$94,219	$136,595	$1,166,396	$-42,376
2020	$95,851	$139,600	$1,109,488	$-43,749
2019	$122,852	$152,212	$1,153,237	$-29,360

Connecticut Society of Genealogists Inc