VIRGINIA GENEALOGICAL SOCIETY (EIN 510246362) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

MICHELE CANTLEY

Phone

2059888813

Tax Period

2024-07-01 to 2025-06-30

VIRGINIA GENEALOGICAL SOCIETY, founded in 1960, is a small nonprofit in the Arts, Culture & Humanities sector that reported $128K in total revenue in fiscal year 2024. The organization ran a surplus of $56K, a strong 43% operating margin.

Mission

TO INSTRUCT MEMBERS & PUBLIC ON PROPER GEN. METHODOLGY

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,232

Program Service Revenue $67,960

Investment Income $42,541

Other Revenue $11,668

TOTAL REVENUE $128,401

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,982

Fundraising Expenses $0

Program Expenses $34,793

Other Expenses $44,835

TOTAL EXPENSES $72,817

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,401	N/A	N/A
Expenses	$72,817	N/A	N/A
Net Income	$55,584	N/A	N/A

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

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
PETER E BROADBENT JR	GOVERNOR	1.00	Director	$0	$0	$0
NICKI P BIRCH	PAST PRESIDE	1.00	Officer	$0	$0	$0
SHELLEY MURPHY	GOVERNOR	1.00	Director	$0	$0	$0
PAULA WILLIAMS	LOCAL DIRECT	1.00	Director	$0	$0	$0
ROBIN COMFORT	LOCAL DIRECT	1.00	Director	$0	$0	$0
JANET WERNER	VICE PRESIDE	1.00	Officer	$0	$0	$0
TERESA MILLS	GOVERNOR	1.00	Director	$0	$0	$0
KELLEY LEAR	PRESIDENT	1.00	Officer	$0	$0	$0
CARA GRIGGS	GOVERNOR	1.00	Director	$0	$0	$0
SARA MARTIN	GOVERNOR	1.00	Director	$0	$0	$0
TASHA REMPFER	SECRETARY	1.00	Officer	$0	$0	$0
WILLIAM VESELIK	GOVERNOR	1.00	Director	$0	$0	$0
MICHELE CANTLEY	TREASURER	1.00	Officer	$0	$0	$0
LAURA SANDIDGE	HISTORIAN	1.00	Officer	$0	$0	$0
STEVE CRAIG	GOVERNOR	N/A	Director	$0	$0	$0
KAITLYN PAULEY	GOVERNOR	1.00	Director	$0	$0	$0
CARLA BLAKE	GOVERNOR	N/A	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	$128,401	$72,817	$440,506	$55,584

VIRGINIA GENEALOGICAL SOCIETY