California Genealogical Society (EIN 946130842) - 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

1921

Legal Domicile

Phone

5106631358

Tax Period

2023-01-01 to 2023-12-31

California Genealogical Society, founded in 1921, is a small nonprofit that reported $303K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94K, a strong 31% operating margin.

Mission

To help people trace and compile family histories through maintenance of a library gathering and preserving vital records disseminating information and teaching genealogical research methods.

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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 $115,659

Program Service Revenue $36,702

Investment Income $148,666

Other Revenue $1,977

TOTAL REVENUE $303,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,627

Program Expenses $187,309

Other Expenses $208,561

TOTAL EXPENSES $208,561

Year-over-Year Comparison

	2023	2022	Change
Revenue	$303,004	$240,880	+0.3%
Expenses	$208,561	$190,023	+0.1%
Net Income	$94,443	$50,857	+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

N/A

Volunteers

100

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
Chris Patillo	President	5.00	Officer Director	$0	$0	$0
Joanna Shear	Vice president	5.00	Officer Director	$0	$0	$0
Evan Wilson	Recording Secretary	5.00	Officer Director	$0	$0	$0
Cindy Thomson	Corresp Secretary	5.00	Officer Director	$0	$0	$0
Matthew B Berry	Treasurer	5.00	Officer Director	$0	$0	$0
Grant Din	Director	5.00	Director	$0	$0	$0
Jennifer Dix	Director	5.00	Director	$0	$0	$0
Ron Madson	Director	5.00	Director	$0	$0	$0
Keith Montgomery	Director	5.00	Director	$0	$0	$0
Carly Morgan	Director	5.00	Director	$0	$0	$0
Roger Prince	Director	5.00	Director	$0	$0	$0
Jim Sorenson	Director	5.00	Director	$0	$0	$0
Adelle Treakle	Director	5.00	Director	$0	$0	$0
Jacqueline Henderson	Director	5.00	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	No data	No data	No data	No data
2023	$303,004	$208,561	$2,338,074	$94,443
2022	$240,880	$190,023	$2,642,418	$50,857
2021	$160,736	$164,661	$2,893,443	$-3,925
2020	$166,885	$153,957	$2,615,386	$12,928
2019	$171,923	$150,847	$2,548,890	$21,076
2018	$238,630	$172,637	$2,257,889	$65,993

California Genealogical Society