MINNESOTA GENEALOGICAL SOCIETY GROUP RETURN (EIN 411729281) - 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

1969

Legal Domicile

Principal Officer

Denny Kalvig

Phone

6513309312

Tax Period

2023-01-01 to 2023-12-31

MINNESOTA GENEALOGICAL SOCIETY GROUP RETURN, founded in 1969, is a micro nonprofit that reported $46K in total revenue in fiscal year 2023. Revenue surged 81% from the prior year, signaling strong growth momentum. Expenses of $41K left a modest 11% surplus.

Mission

Provide genealogical education, publish genealogical articles and materials, and support a genealogical research library for group members and the public.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $37,979

Program Service Revenue $7,453

Investment Income $39

Other Revenue $697

TOTAL REVENUE $46,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,121

Other Expenses $40,967

TOTAL EXPENSES $40,967

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,168	$25,517	+0.8%
Expenses	$40,967	$23,488	+0.7%
Net Income	$5,201	$2,029	+1.6%

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

N/A

Employees

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
Kay Swanson	Membership-Yankee Genealogical Society	1	Director	$0	$0	$0
Walt Rothwell	Webmaster-Yankee Genealogical Society	1	Director	$0	$0	$0
Terry Kita	President-Polish Genealogical Society	75	Officer	$0	$0	$0
Paul Colwell	Vice President-Polish Genealogical Society	75	Officer	$0	$0	$0
Gary Wolff	Treasurer-Polish Genealogical Society	20	Officer	$0	$0	$0
Rosanne Batley	Secretary-Polish Genealogical Society	30	Officer	$0	$0	$0
Wayne Dahlsten	President-Swedish Genealogical Society	14	Officer	$0	$0	$0
Pat Anderson	Secretary-Swedish Genealogical Society	1	Officer	$0	$0	$0
Nancy W Johnson	Treasurer-Yankee Genealogical Society	3	Officer	$0	$0	$0
Dixie Hansen	Secretary-Norwegian American Genealogical Association	2	Officer	$0	$0	$0
Heather Mullen	President National Danish-American Genealogical Society	5	Officer	$0	$0	$0
Bill Holmquist	Vice President-National Danish-American Genealogical Society	15.5	Officer	$0	$0	$0
Myra Madsen	Treasurer-National Danish-American Genealogical Society	1	Officer	$0	$0	$0
Sue Kratsch	President & Editor-Yankee Genealogical Society	30.00	Officer	$0	$0	$0
Alice Finley	Vice President-Yankee Genealogical Society	10	Officer	$0	$0	$0
Mary Jane Bridge	Secretary-Yankee Genealogical Society	0.50	Officer	$0	$0	$0
Karen Lindemoen	Treasurer-Swedish Genealogical Society	5	Officer	$0	$0	$0
Chris Trost	President-Norwegian American Genealogical Association	1	Officer	$0	$0	$0
Chris Trost	Treasurer-Norwegian American Genealogical Association	2	Officer	$0	$0	$0
Angela Knutson	Secretary-Romanian Genealogical Society	4	Officer	$0	$0	$0
Darlene Dimitrie	Treasurer-Romanian Genealogical Society	5	Officer	$0	$0	$0
Bogdan Filipescu	President-Romanian Genealogy Society	15	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
2024	No data	No data	No data	No data
2023	$46,168	$40,967	$76,733	$5,201
2022	$25,517	$23,488	$71,533	$2,029
2021	$32,371	$25,458	$69,503	$6,913
2020	$29,019	$23,473	$62,590	$5,546

MINNESOTA GENEALOGICAL SOCIETY GROUP RETURN