SAN ANTONIO GENEALOGICAL AND HISTORICAL SOCIETY

EIN: 746053342 501(c)(3)

SAN ANTONIO, TX

Total Revenue
$204,942
Total Expenses
$116,903
Total Assets
$2,324,732
Net Assets
$2,324,706
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
TX
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.

Program Service Accomplishments

Program 1
Expenses: $82,759

OUR LIBRARY IS OPEN 4 DAYS A WEEK (TOTAL 25 HRS./WEEK 1300 HRS./YEAR) IT IS STAFFED BY OUR VOLUNTEER DUTY LIBRARIANS WHO ASSIST ALL PATRONS IN FINDING THE RESOURCES THAT HELP THEM IN THEIR RESEARCH...

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OUR LIBRARY IS OPEN 4 DAYS A WEEK (TOTAL 25 HRS./WEEK 1300 HRS./YEAR) IT IS STAFFED BY OUR VOLUNTEER DUTY LIBRARIANS WHO ASSIST ALL PATRONS IN FINDING THE RESOURCES THAT HELP THEM IN THEIR RESEARCH. OTHER VOLUNTEERS ASSIST WITH CATALOGUING NEW RESOURCES, REPAIRING AGING, BUT VALUABLE RESOURCES, AS WELL AS SCANNING DONATED VITAL RECORDS INTO OUR COLLECTION OF VERTICAL FILES. WE HAVE TECHNICAL VOLUNTEERS TO MAINTAIN OUR IT NETWORK, AND THE IT EQUIPMENT (COMPUTERS, SCANNERS, PRINTERS, COPIERS).AS A REFERENCE GENEALOGICAL LIBRARY HOUSES A RICH INTERNATIONAL NON-CIRCULATING COLLECTION OF OVER 19,000 BOOKS, PERIODICALS, HISTORICAL MAPS AND OTHER MATERIALS. WE PROVIDE ACCESS TO GENEALOGICAL SUBSCRIPTION DATABASES THAT AID IN THE RESEARCH OF GENEALOGICAL & HISTORICAL STUDIES. THESE SUBSCRIPTIONS INCLUDE: ANCESTRY.COM, FOLD3.COM AND WE ARE AN AFFILIATE FOR FAMILYSEARCH.ORG. ALSO AVAILABLE ARE ACCESS TO THE NEW ENGLAND GENEALOGICAL SOCIETY (AMERICAN ANCESTORS), OHIO GENEALOGICAL SOCIETY AND NEW YORK GENEALOGICAL AND BIOGRAPHICAL SOCIETY WEBSITES. WE ALSO HAVE LIMITED OBITUARY AND CEMETERY RECORDS FOR THE SAN ANTONIO AREA.

Program 2
Expenses: $1,754 Revenue: $4,215

OUR EDUCATION PROGRAM IS STAFFED WITH VOLUNTEERS WHO MAKE PRESENTATIONS OF A GENEALOGICAL OR HISTORICAL INTEREST. WE HOST A FULL-DAY ANNUAL SEMINAR WITH A PAID NATIONALLY RECOGNIZED LECTURER. OUR...

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OUR EDUCATION PROGRAM IS STAFFED WITH VOLUNTEERS WHO MAKE PRESENTATIONS OF A GENEALOGICAL OR HISTORICAL INTEREST. WE HOST A FULL-DAY ANNUAL SEMINAR WITH A PAID NATIONALLY RECOGNIZED LECTURER. OUR FOUNDERS DAY LUNCHEON RECOGNIZES THE FOUNDERS AND AWARDS A CERTIFICATE TO PERSONS WHO CAN TRACE THEIR ANCESTRY TO THE FOUNDING OF BEXAR COUNTY. OUR AWARD-WINNING WEBSITE PROVIDES INFORMATION TO THE PUBLIC ABOUT OUR PROGRAMS, LIBRARY COLLECTION AND SPECIAL EVENTS. THERE ARE MANY LINKS TO OTHER SITES TO GUIDE USERS TO EXCELLENT RESOURCES BEYOND OUR DOORS.

Program 3
Expenses: $4,735 Revenue: $3,862

OUR PUBLICATION PROGRAM, STAFFED BY VOLUNTEERS ISSUES A MONTHLY NEWSLETTER WITH INTERESTING ARTICLES AND COLUMNS, MANY SUBMITTED BY MEMBERS. OUR QUARTERLY JOURNAL OUR HERITAGE PRINTS ARTICLES AND...

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OUR PUBLICATION PROGRAM, STAFFED BY VOLUNTEERS ISSUES A MONTHLY NEWSLETTER WITH INTERESTING ARTICLES AND COLUMNS, MANY SUBMITTED BY MEMBERS. OUR QUARTERLY JOURNAL OUR HERITAGE PRINTS ARTICLES AND STORIES WRITTEN BY OUR MEMBERS ABOUT THEIR ANCESTORS AND HOW THEY DISCOVERED THEIR ANCESTRAL LINEAGE. WE HAVE AN ARRAY OF BOOKS FOR SALE THAT WERE AUTHORED OR COMPILED BY OUR MEMBERS. ADDITIONALLY, WE HOST A WEBSITE THAT PROVIDES INFORMATION TO THE PUBLIC AND A 'MEMBERS ONLY' SECTION. THESE PUBLICATION EFFORTS HAVE RECEIVED WRITING AWARDS OVER MANY YEARS.

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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%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
60

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
5
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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