SAN ANTONIO GENEALOGICAL AND HISTORICAL SOCIETY (EIN 746053342) - 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

1959

Legal Domicile

Principal Officer

PETER BARON

Phone

2103425242

Tax Period

2023-07-01 to 2024-06-30

SAN ANTONIO GENEALOGICAL AND HISTORICAL SOCIETY, founded in 1959, is a small nonprofit that reported $205K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $88K, a strong 43% operating margin.

Mission

MAINTAINS A GENEALOGICAL REFERENCE LIBRARY, PUBLISHES NEWSLETTERS, WEBSITE, PRINT BOOKS AND MATERIALS ON GENEALOGICAL TOPICS, OPERATES A CENTER FOR EDUCATIONAL PROGRAMS AND SEMINARS.

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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 $147,151

Program Service Revenue $8,077

Investment Income $44,859

Other Revenue $4,855

TOTAL REVENUE $204,942

Expense Breakdown

Grants Paid $734

Salaries & Benefits $0

Fundraising Expenses $204

Program Expenses $89,248

Other Expenses $116,169

TOTAL EXPENSES $116,903

Year-over-Year Comparison

	2023	2022	Change
Revenue	$204,942	$164,137	+0.2%
Expenses	$116,903	$152,545	-0.2%
Net Income	$88,039	$11,592	+6.6%

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
BILL MYERS	DIRECTOR AT LARGE	5.00	Director	$0	$0	$0
JUDY CASTLEBERRY	DIRECTOR AT LARGE	5.00	Director	$0	$0	$0
KITTY MASSEY	DIRECTOR AT LARGE	5.00	Director	$0	$0	$0
ROBERT LEWIS	PRESIDENT	30.00	Officer Director	$0	$0	$0
PETER BARRON	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
KATHY TOTTEN	SECRETARY	15.00	Officer Director	$0	$0	$0
BARBARA HOLMES	TREASURER	30.00	Officer Director	$0	$0	$0
ELLEN COTTON	FINANCE CHAIR	20.00	Officer 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	No data	No data	No data	No data
2024	$204,942	$116,903	$2,324,732	$88,039
2023	$164,137	$152,545	$2,185,694	$11,592
2022	$166,036	$91,815	$2,143,833	$74,221
2021	$259,613	$101,252	$2,228,413	$158,361
2020	$1,267,240	$87,616	$1,891,596	$1,179,624
2019	$447,744	$34,025	$712,270	$413,719

SAN ANTONIO GENEALOGICAL AND HISTORICAL SOCIETY