National Genealogical Society (EIN 520745713) - 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

1992

Legal Domicile

Principal Officer

Matthew Menashes

Phone

7035250050

Tax Period

2023-10-01 to 2024-09-30

NATIONAL GENEALOGICAL SOCIETY INC, founded in 1992, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2018.

Mission

Our mission is to inspire, connect, and lead the family history community. We foster collaboration and best practices in advocacy, education, preservation, and research. We enable people, cultures, and organizations to discover the past and create a lasting legacy.

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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 (2023)

Revenue Breakdown

Contributions & Grants $946,976

Program Service Revenue $1,404,598

Investment Income $107,163

Other Revenue $111,453

TOTAL REVENUE $2,570,190

Expense Breakdown

Grants Paid $0

Salaries & Benefits $500,573

Fundraising Expenses $67,036

Program Expenses $1,528,837

Other Expenses $1,670,045

TOTAL EXPENSES $2,170,618

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,570,190	$1,864,970	+0.4%
Expenses	$2,170,618	$1,657,597	+0.3%
Net Income	$399,572	$207,373	+0.9%

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

150

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

$151,713

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathryn Doyle	President	1.00	Officer Director	$0	$0	$0
Ellen Pinckney Balthazar	Vice-President	1.00	Officer Director	$0	$0	$0
Doug Klein	Treasurer	1.00	Officer Director	$0	$0	$0
Cheri Hudson Passey	VP of Society	1.00	Officer Director	$0	$0	$0
W Samuel Williams	Secretary	1.00	Officer Director	$0	$0	$0
Marlis Humphrey	Director	1.00	Director	$0	$0	$0
Lisa Fanning	Director	1.00	Director	$0	$0	$0
Janice Cross Gilyard	Director	1.00	Director	$0	$0	$0
Ed Donakey	Director	1.00	Director	$0	$0	$0
Andre Kearns	Director	1.00	Director	$0	$0	$0
Judy Nimer Muhn	Director	1.00	Director	$0	$0	$0
David Rencher	Director	1.00	Director	$0	$0	$0
Ben Spratling	Past President	1.00	Director	$0	$0	$0
Matthew Menashes	Executive Director	40.00	Officer	$146,961	$4,752	$151,713

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	$2,570,190	$2,170,618	$3,885,503	$399,572
2023	$1,864,970	$1,657,597	$2,910,189	$207,373
2022	$1,322,544	$1,612,225	$2,645,922	$-289,681
2021	$2,954,792	$1,378,873	$3,337,561	$1,575,919
2020	$1,349,817	$1,475,162	$1,763,606	$-125,345
2019	$1,455,468	$1,417,068	$1,763,448	$38,400

National Genealogical Society