GENEALOGICAL FORUM OF OREGON INC

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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

1946

Legal Domicile

Principal Officer

Geoff T Smith

Phone

5039631932

Tax Period

2024-07-01 to 2025-06-30

GENEALOGICAL FORUM OF OREGON INC, founded in 1946, is a small nonprofit that reported $286K in total revenue in fiscal year 2024. The organization ran a surplus of $154K, a strong 54% operating margin.

Mission

"To inspire and empower every person to discover and engage with their family history." The GFO promotes genealogy and provides genealogical education, preserves and documents genealogical and historical resources, and compiles and publishes within the genealogical community.

Program Service Accomplishments

Program 1

Expenses: $95,803 Revenue: $1,135

GFO maintains a research library with over 56,000 holdings serving the entire Pacific Northwest. The library is normally open to both GFO members and the public. In most years, hundreds of patrons...

GFO maintains a research library with over 56,000 holdings serving the entire Pacific Northwest. The library is normally open to both GFO members and the public. In most years, hundreds of patrons use the library in-person, but in 2021-2022 the physical library was closed over 200 days due to the Covid-19 pandemic and patronage is still recovering. We continue our online offerings. In this fiscal year we had 2300 unique visitors each month on the website. Another ongoing initiative is digitizing materials, especially one-of-a-kind holdings and publications at risk of deteriorating; this year we made over 100,000 additional pages of images available to members online.

Program 2

Expenses: $7,214 Revenue: $5,396

The GFO holds numerous classes and workshops during the year to teach people how to trace their own family histories. Conducted a week-long conference online with 19 educational sessions. Hosted over 100 special-interest group meetings throughout the year. Published a quarterly genealogical journal.

Program 3

Expenses: $100 Revenue: $872

Conducted research for patrons. In 2022-2023 we completed over 100 research requests, not counting unpaid research for members.

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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 $184,169

Program Service Revenue $7,403

Investment Income $92,075

Other Revenue $2,835

TOTAL REVENUE $286,482

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,117

Other Expenses $132,959

TOTAL EXPENSES $132,959

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,482	$283,082	+0.0%
Expenses	$132,959	$98,135	+0.4%
Net Income	$153,523	$184,947	-0.2%

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

118

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
Geoff T Smith	President	30.00	Officer Director	$0	$0	$0
Alexa K Waddle	Secretary	10	Officer Director	$0	$0	$0
Bridget Nickerson	Treasurer	20	Officer Director	$0	$0	$0
Geri C Auerbach	Director	10	Director	$0	$0	$0
Richard R Crockett	Director	10	Director	$0	$0	$0
Tina Lawson	Director	10	Director	$0	$0	$0
Jane McGarvin	Director	10	Director	$0	$0	$0
Harmonee Noel	Director	10	Director	$0	$0	$0
Christina Rainer	Director	30	Director	$0	$0	$0
Laurel L Smith	Director	30	Director	$0	$0	$0
Ed J Vandehey	Director	30	Director	$0	$0	$0
Loretta C Welsh	Director	20	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	$286,482	$132,959	$1,217,959	$153,523
2024	$283,082	$98,135	$1,077,563	$184,947
2023	No data	No data	No data	No data
2022	$198,376	$97,214	$757,141	$101,162
2021	$189,302	$95,361	$659,927	$93,941