SANTA BARBARA COUNTY GENEALOGICAL … - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

RHONDA MCFARLANE

Phone

8056183125

Tax Period

2024-07-01 to 2025-06-30

SANTA BARBARA COUNTY GENEALOGICAL SOCIETY, founded in 1986, is a small nonprofit that reported $209K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $192K left a modest 8% surplus.

Mission

THE PURPOSE OF THE SANTA BARBARA COUNTY GENEALOGICAL SOCIETY (SBCGS) IS TO PROMOTE STUDY AND RESEARCH IN GENEALOGY BY PROVIDING ASSISTANCE AND EDUCATIONAL OPPORTUNITIES FOR THOSE WHO ARE INTERESTED IN PURSUING THEIR FAMILY HISTORY.

Program Service Accomplishments

Program 1

Expenses: $132,803 Revenue: $5,309

THE SOCIETY MAINTAINS A 20,000 VOLUME RESEARCH LIBRARY THAT IS OPEN TO THE PUBLIC AT NO CHARGE. THE SOCIETY PUBLISHES A QUARTERLY JOURNAL, AND A MONTHLY NEWSLETTER. SOCIETY MEMBERS HAVE EXTRACTED...

THE SOCIETY MAINTAINS A 20,000 VOLUME RESEARCH LIBRARY THAT IS OPEN TO THE PUBLIC AT NO CHARGE. THE SOCIETY PUBLISHES A QUARTERLY JOURNAL, AND A MONTHLY NEWSLETTER. SOCIETY MEMBERS HAVE EXTRACTED SELECTED LOCAL HISTORICAL RECORDS WITH MANY PUBLISHED ON THE SOCIETY'S WEB SITE. CLASSES, SPECIAL INTEREST GROUPS, AS WELL AS OUTREACH PROGRAMS INCLUDING TALKS AND PRESENTATIONS TO YOUNG PEOPLE ARE A PART OF SOCIETY ACTIVITIES. IN ADDITION TO THE ABOVE THE SOCIETY IS ALSO INVOLVED WITH THE FOLLOWING: OPERATION OF LIBRARY; INCLUDES INFORMATION TECHNOLOGY SUPPORT, SUPPLIES AND BOOK REPAIR, JANITORIAL AND UTILITIES COSTS, EDUCATION; INCLUDES MONTHLY MEETINGS WITH LECTURE AND DISCUSSION GROUPS AND PERIODIC SEMINARS DEVOTED TO ONE OR MORE SPECIFIC TOPICS. ACQUISITION OF LIBRARY HOLDINGS; INCLUDED BOOK AND OTHER DOCUMENT PURCHASES AND SUBSCRIPTION TO PAY DATABASES.

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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 $92,382

Program Service Revenue $3,923

Investment Income $36,737

Other Revenue $76,035

TOTAL REVENUE $209,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $22,084

Program Expenses $132,803

Other Expenses $192,143

TOTAL EXPENSES $192,143

Year-over-Year Comparison

	2024	2023	Change
Revenue	$209,077	$255,125	-0.2%
Expenses	$192,143	$186,442	+0.0%
Net Income	$16,934	$68,683	-0.8%

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

$3,595

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD TAZER-MEYERS	PRESIDENT	10.00	Officer Director	$0	$0	$0
KAREN RAMSDELL	VICE PRESIDENT - OPERATIONS	10.00	Officer Director	$0	$0	$0
MARY HANCOCK	SECRETARY	10.00	Officer Director	$0	$0	$0
RHONDA MCFARLANE	TREASURER	10.00	Officer Director	$0	$0	$0
FRED MARSH	PROPERTY DIRECTOR	5.00	Director	$0	$0	$0
LAURIE HANNAH	LIBRARY DIRECTOR	5.00	Director	$0	$0	$0
MOLLY GLEASON	TECHNOLOGY DIRECTOR	5.00	Director	$0	$0	$0
KATE LIMA	MEMBERSHIP DIRECTOR	5.00	Director	$0	$0	$0
DIANE SYLVESTER	COMMUNICATIONS DIRECTOR	5.00	Director	$0	$0	$0
MARY JACOB	DEVELOPMENT DIRECTOR	5.00	Director	$0	$0	$0
WILLIAM NOACK	DIRECTOR-AT-LARGE	5.00	Director	$3,595	$0	$3,595
CHRISTINE KLUKKERT	DIRECTOR-AT-LARGE	5.00	Director	$0	$0	$0
HEATHER MCDEVITT	DIRECTOR-AT-LARGE	5.00	Director	$0	$0	$0
ROBERT MULLER	DIRECTOR-AT-LARGE	5.00	Director	$0	$0	$0
JOHN WOODWARD	DIRECTOR-AT-LARGE	5.00	Director	$0	$0	$0
MARIE SUE PARSONS	DIRECTOR-AT-LARGE	5.00	Director	$0	$0	$0
LIZ SMITH	DIRECTOR-AT-LARGE	5.00	Director	$0	$0	$0
PATTI OTTOBONI	DIRECTOR-AT-LARGE	5.00	Director	$0	$0	$0
MARILYN COMPTON	DIRECTOR-AT-LARGE (PARTIAL YEAR)	5.00	Director	$0	$0	$0
ELIZABETH O'NEAL	DIRECTOR-AT-LARGE (PARTIAL YEAR)	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	$209,077	$192,143	$2,734,855	$16,934
2024	$255,125	$186,442	$2,669,126	$68,683
2023	$161,849	$179,931	$2,511,054	$-18,082
2022	$170,399	$170,164	$2,528,701	$235
2021	$219,430	$185,113	$2,696,849	$34,317
2020	$141,334	$165,248	$2,514,031	$-23,914
2019	$147,607	$167,863	$2,521,387	$-20,256
2018	$309,562	$196,654	$2,519,462	$112,908

SANTA BARBARA COUNTY GENEALOGICAL SOCIETY