Southern California Genealogical Society (EIN 956111338) - 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

1964

Legal Domicile

Principal Officer

Louise Ratliff

Phone

8188437247

Tax Period

2024-01-01 to 2024-12-31

Southern California Genealogical Society, founded in 1964, is a small nonprofit that reported $179K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $219K exceeded revenue, resulting in a 22% operating deficit.

Mission

The Southern California Genealogical Society (SCGS) exists to foster the understanding and appreciation of the collective and individual histories, cultures and traditions of our diverse communities.

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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 $50,876

Program Service Revenue $2,418

Investment Income $119,974

Other Revenue $6,128

TOTAL REVENUE $179,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,549

Other Expenses $219,024

TOTAL EXPENSES $219,024

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,396	$189,168	-0.1%
Expenses	$219,024	$258,583	-0.2%
Net Income	$-39,628	$-69,415	-0.4%

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
Lisa Taylor	Director	30.00	Director	$0	$0	$0
Diane Adamson	Treasurer	30.00	Officer Director	$0	$0	$0
Deborah Davenport	Vice President	10.00	Officer Director	$0	$0	$0
Kathy Holland	Secretary	10.00	Officer Director	$0	$0	$0
Louise Ratliff	President	8.00	Officer Director	$0	$0	$0
Charlotte Bocage	Director	8.00	Director	$0	$0	$0
John V Richardson	Director	3.00	Director	$0	$0	$0
Adrian Foushee	Director	10.00	Director	$0	$0	$0
Catherine Romero	Director	3.00	Director	$0	$0	$0
Lynda Su Young	Vice President	10.00	Officer Director	$0	$0	$0
Linda Mustion	Director	3.00	Director	$0	$0	$0
Rocco Joseph Hindman	Director	3.00	Director	$0	$0	$0
Janette Silverman	Director	3.00	Director	$0	$0	$0
Jan Uehlin	Director	3.00	Director	$0	$0	$0
Douglas Westfall	Director	3.00	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	$179,396	$219,024	$2,884,527	$-39,628
2023	$189,168	$258,583	$2,872,840	$-69,415
2022	$272,552	$249,870	$2,788,681	$22,682
2021	$321,625	$263,511	$3,118,967	$58,114
2020	$216,558	$228,397	$2,970,499	$-11,839
2019	$500,995	$374,994	$2,884,782	$126,001
2018	$508,358	$380,861	$2,573,652	$127,497

Southern California Genealogical Society