Genealogical Society of Pennsylvania (EIN 230616400) - 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

1892

Legal Domicile

Phone

2676862296

Tax Period

2025-01-01 to 2025-12-31

Genealogical Society of Pennsylvania, founded in 1892, is a small nonprofit in the Arts, Culture & Humanities sector that reported $133K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $160K exceeded revenue, resulting in a 21% operating deficit.

Mission

Promotion of genealogical education and research

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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 $80,973

Program Service Revenue $17,652

Investment Income $34,153

Other Revenue $0

TOTAL REVENUE $132,778

Expense Breakdown

Grants Paid $878

Salaries & Benefits $51,273

Fundraising Expenses $13,229

Program Expenses $101,889

Other Expenses $107,861

TOTAL EXPENSES $160,012

Year-over-Year Comparison

	2025	2024	Change
Revenue	$132,778	$111,442	+0.2%
Expenses	$160,012	$161,113	0.0%
Net Income	$-27,234	$-49,671	-0.5%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Valerie Anne Lutz	President	15	Officer	$0	$0	$0
Shamele Jordan	1st Vice President	5	Officer	$0	$0	$0
Kathyrn Donohue	2nd Vice President	30	Officer	$0	$0	$0
Dawn Vanderwolf	Treasure	10	Officer	$0	$0	$0
Cheryl VanLeer	Secretary	1	Officer	$0	$0	$0
Joshua Blay	Director	1	Director	$0	$0	$0
Marlene Bransom	Director	1	Director	$0	$0	$0
Katherine Bucher	Director	17	Director	$0	$0	$0
Karen Ellingson	Director	20	Director	$0	$0	$0
Pam McCloskey	Director	2	Director	$0	$0	$0
Doug mondel	Director	2	Director	$0	$0	$0
Joshua Parry	Director	10	Director	$0	$0	$0
Frank Starup	Director	3	Director	$0	$0	$0
Marry Wible	Director	5	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
2025	$132,778	$160,012	$1,868,659	$-27,234
2024	No data	No data	No data	No data
2023	$961,573	$263,193	$1,551,328	$698,380
2022	$116,799	$219,932	$1,479,948	$-103,133
2021	$81,591	$126,272	$1,818,200	$-44,681
2020	$77,175	$55,233	$1,574,848	$21,942
2019	$127,240	$66,550	$1,353,374	$60,690
2018	$141,035	$69,272	$1,102,145	$71,763

Genealogical Society of Pennsylvania