California Genealogical Society

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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

Principal Officer

Roger Prince

Phone

5106631358

Tax Period

2025-01-01 to 2025-12-31

California Genealogical Society, founded in 1921, is a small nonprofit that reported $490K in total revenue in fiscal year 2025. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $298K, a strong 61% operating margin.

Mission

CGS embraces diversity and aims to help people trace and compile family histories. To accomplish this the society maintains a library, gathers and preserves genealogical sources, disseminates information through its publications and internet access, and teaches genealogical research methods through classes, seminars and workshops.

Program Service Accomplishments

Program 1

Expenses: $162,490 Revenue: $24,399

Manage genealogical research library, conduct personalized genealogical research, and offer classes and workshops for approx 750 members and public at large. Publish biannual genealogical newsletter...

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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 (2025)

Revenue Breakdown

Contributions & Grants $109,084

Program Service Revenue $24,399

Investment Income $356,659

Other Revenue $127

TOTAL REVENUE $490,269

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,982

Program Expenses $162,490

Other Expenses $191,835

TOTAL EXPENSES $191,835

Year-over-Year Comparison

	2025	2024	Change
Revenue	$490,269	$376,532	+0.3%
Expenses	$191,835	$217,955	-0.1%
Net Income	$298,434	$158,577	+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
Roger Prince	President	5.00	Officer Director	$0	$0	$0
Rudiger Wolf	Vice President	5.00	Officer Director	$0	$0	$0
Cynthia Thomson	Treasurer	5.00	Officer Director	$0	$0	$0
Evan Wilson	Recording Secty	5.00	Officer Director	$0	$0	$0
Grant Din	Corresp Secty	5.00	Officer Director	$0	$0	$0
Susan Logas	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
Robert Trapp	Director	5.00	Director	$0	$0	$0
Adelle Treakle	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
2025	$490,269	$191,835	$2,794,521	$298,434
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