ROGUE VALLEY GENEALOGICAL SOCIETY (EIN 930684590) - 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

1977

Legal Domicile

Principal Officer

ANNE BILLETER

Phone

5415122340

Tax Period

2024-01-01 to 2024-12-31

ROGUE VALLEY GENEALOGICAL SOCIETY, founded in 1977, is a micro nonprofit that reported $75K in total revenue in fiscal year 2024. Expenses of $69K left a modest 7% surplus.

Mission

TO INSPIRE INTEREST IN GENEALOGY, INFORM AND EDUCATE THE PUBLIC AND MAINTAIN A GROWING, SUBSTAINABLE LIBRARY WITH A STRONG ONLINE PRESENCE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $24,760

Program Service Revenue $2,056

Investment Income $1,520

Other Revenue $46,219

TOTAL REVENUE $74,555

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $33,905

Other Expenses $67,056

TOTAL EXPENSES $69,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,555	$71,704	+0.0%
Expenses	$69,056	$78,156	-0.1%
Net Income	$5,499	$-6,452	-1.9%

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

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
ANNE BILLETER	PRESIDENT	23.00	Officer Director	$0	$0	$0
FRANK MARKSMAN	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
KIMBERLY THURMAN	TREASURER	5.00	Officer Director	$0	$0	$0
CATHY ULLRICH	SECRETARY	5.00	Officer Director	$0	$0	$0
ANN BARACKER	DIRECTOR	10.00	Director	$0	$0	$0
RICHARD MILES	DIRECTOR	8.00	Director	$0	$0	$0
ROS LYNE	TRUSTEE	4.00	Officer Director	$0	$0	$0
JEAN HOADLEY	DIRECTOR	9.00	Director	$0	$0	$0
LORETTA BARKER	DIRECTOR	5.00	Director	$0	$0	$0
PAM OLSEN	DIRECTOR	1.00	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
2024	$74,555	$69,056	$581,387	$5,499
2023	$71,704	$78,156	$568,190	$-6,452
2022	$62,234	$54,234	$585,796	$8,000
2021	$86,264	$49,359	$565,203	$36,905
2020	$60,231	$56,184	$521,112	$4,047
2019	$64,545	$72,996	$516,597	$-8,451
2018	$63,071	$70,676	$508,324	$-7,605

ROGUE VALLEY GENEALOGICAL SOCIETY