ST LOUIS GENEALOGICAL SOCIETY (EIN 237052237) - 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

3146478547

Tax Period

2024-01-01 to 2024-12-31

ST LOUIS GENEALOGICAL SOCIETY, founded in 1968, is a small nonprofit that reported $194K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 16% operating margin.

Mission

PROMOTES AND SUPPORTS FAMILY HISTORY RESEARCH BY PROVIDING EDUCATIONAL AND RESEARCH OPPORTUNITIES, OFFERING COMMUNITY SERVICES IN RELATED FIELDS AND COLLECTING, PRESERVING AND PUBLISHING GENEALOGICAL AND HISTORICAL RECORDS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $137,280

Program Service Revenue $42,140

Investment Income $15,220

Other Revenue $-369

TOTAL REVENUE $194,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,159

Program Expenses $21,927

Other Expenses $163,739

TOTAL EXPENSES $163,739

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,271	$158,171	+0.2%
Expenses	$163,739	$160,150	+0.0%
Net Income	$30,532	$-1,979	-16.4%

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

N/A

Volunteers

N/A

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
KAREN GOODE	PRESIDENT	30.00	Officer Director	$0	$0	$0
CINDY FINNEGAN	SECRETARY	2.00	Officer Director	$0	$0	$0
DONNA FOELSCH	VICE PRESIDENT-PROGRAMS	15.00	Officer Director	$0	$0	$0
BOB GOODE	DIRECTOR-INFORMATION SYSTEMS	20.00	Director	$0	$0	$0
ILENE MURRAY	DIRECTOR-PUBLICATIONS	30.00	Director	$0	$0	$0
KATHY FRANKE	DIRECTOR AT LARGE	25.00	Director	$0	$0	$0
CAROLYN WHITTON	DIRECTOR-PROJECTS	14.00	Director	$0	$0	$0
MICHELLE PEARCE	TREASURER	15.00	Officer Director	$0	$0	$0
MARILYN BRENNAN	DIRECTOR OF VOLUNTEERS	4.00	Director	$0	$0	$0
JUDY BELFORD	DIRECTOR- REFERENCE RM	5.00	Director	$0	$0	$0
JIM YOCHIM	VP MEMBERSHIP DIRECTOR	6.00	Director	$0	$0	$0
BOB CEJKA	OFFICE NETWORK TECHNOLOGY	15.00	Director	$0	$0	$0
DEBBIE BENOIT	DIRECTOR AT LARGE	7.00	Director	$0	$0	$0
JIM BELLENGER	WEB MASTERCO DIRECTOR	15.00	Director	$0	$0	$0
JIM ROSS	WEB MASTERCO DIRECTOR	6.00	Director	$0	$0	$0
JEANI WARD	SMALL PROJECTS DIRECTOR	12.00	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
2024	$194,271	$163,739	$734,598	$30,532
2023	$158,171	$160,150	$668,376	$-1,979
2022	$140,538	$159,269	$626,026	$-18,731
2021	$173,613	$140,356	$721,788	$33,257
2020	$129,830	$130,044	$691,054	$-214
2019	$187,655	$146,048	$647,913	$41,607
2018	$192,314	$165,844	$560,327	$26,470

ST LOUIS GENEALOGICAL SOCIETY