LaSalle Co Genealogy Guild (EIN 363447542) - 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

1986

Legal Domicile

Principal Officer

Diane Birtwell

Phone

7734078051

Tax Period

2024-01-01 to 2024-12-31

LaSalle Co Genealogy Guild, founded in 1986, is a micro nonprofit that reported $30K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $39K exceeded revenue, resulting in a 31% operating deficit.

Mission

Promoting the study of genealogy.

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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 $9,513

Program Service Revenue $88

Investment Income $20,082

Other Revenue $0

TOTAL REVENUE $29,683

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,955

Other Expenses $38,955

TOTAL EXPENSES $38,955

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,683	$40,861	-0.3%
Expenses	$38,955	$33,684	+0.2%
Net Income	$-9,272	$7,177	-2.3%

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
Carole Wenzel	Secretary	005.00	Officer	$0	$0	$0
Diane Birtwell	Treasurer	005.00	Officer	$0	$0	$0
Rachael Mellen	President	005.00	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
2025	No data	No data	No data	No data
2024	$29,683	$38,955	$1,124,226	$-9,272
2023	$40,861	$33,684	$1,036,742	$7,177
2022	$37,927	$27,293	$961,723	$10,634
2021	$125,959	$26,832	$1,097,444	$99,127
2020	$80,781	$21,321	$998,315	$59,460

LaSalle Co Genealogy Guild