AMERICAN-CANADIAN GENEALOGICAL SOCIETY OF NHINC (EIN 510185878) - 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

1973

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

AMERICAN-CANADIAN GENEALOGICAL SOCIETY OF NHINC, founded in 1973, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $92K in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $122K exceeded revenue, resulting in a 33% operating deficit.

Mission

MAINTAIN A GENEALOGICAL RESEARCH LIBRARY, PUBLISH A MONTHLY NEWSLETTER, PUBLISH AN ONLINE JOURNAL 3 TIMES A YEAR, MAINTAIN A FACEBOOK PAGE AND A WEBSITE, PROVIDE PAID RESEARCH SERVICES TO CLIENTS, PROVIDE EDUCATION AND OUTREACH, SELF-PUBLISH GENEALOGY RELATED BOOKS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $62,768

Program Service Revenue $12,861

Investment Income $17,241

Other Revenue $-1,198

TOTAL REVENUE $91,672

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,456

Other Expenses $121,634

TOTAL EXPENSES $121,634

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,672	$76,642	+0.2%
Expenses	$121,634	$111,296	+0.1%
Net Income	$-29,962	$-34,654	-0.1%

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

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
STEVE LEFOLEY	DIRECTOR	10.00	Director	$0	$0	$0
DENIS JOYAL	DIRECTOR	5.00	Director	$0	$0	$0
SANDY DUFFY	DIRECTOR	0.00	Director	$0	$0	$0
HERB BOYCE	DIRECTOR	2.00	Director	$0	$0	$0
RON BLAIS	RECORDING SECRETARY	0.00	Officer	$0	$0	$0
JO ANN ZURWELL	PRESIDENT	25.00	Officer	$0	$0	$0
JEANNINE LEVESQUE	VICE PRESIDENT	5.00	Officer	$0	$0	$0
PHIL COTE	CORRESPONDENCE SECRETARY	10.00	Officer	$0	$0	$0
BELINDA GAUDETTE	TREASURER	15.00	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	No data	No data	No data	No data
2023	$91,672	$121,634	$706,891	$-29,962
2022	$76,642	$111,296	$736,852	$-34,654
2021	$85,337	$97,089	$771,505	$-11,752
2021	$85,337	$97,089	$771,505	$-11,752
2020	$57,657	$116,282	$783,257	$-58,625

AMERICAN-CANADIAN GENEALOGICAL SOCIETY OF NHINC