Totals
- Total revenue
- $1,753,402
- Total expenses
- $2,478,227
- Contributions and grants received
- $189,713
- Grants paid
- $0
- Program service revenue
- $1,328,906
- Investment income
- $193,364
- Other revenue
- $41,419
- Total assets, end of year
- $3,081,301
- Total liabilities, end of year
- $855,596
- Net assets or fund balances, end of year
- $2,225,705
- Program services expenses (Part IX)
- $1,759,202
- Management and general expenses
- $635,665
- Fundraising expenses
- $83,360
- Program service expenses (Part III)
- $1,759,202
Program services were 71.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$189,713
-
2a · Program service revenue: Membership dues
total $612,291 · excluded $612,291
-
2b · Program service revenue: Conference registration fees
total $519,848 · excluded $519,848
-
2c · Program service revenue: Education fees
total $189,737 · excluded $189,737
-
2d · Program service revenue: Advertising
total $7,030 · unrelated business $7,030
-
3 · Investment income
total $194,150 · excluded $194,150
-
7b · Less cost or other basis and sales expenses
securities $786
-
7c · Gain or loss
securities -$786
-
7d · Net gain or loss
total -$786 · excluded -$786
-
10a · Gross sales of inventory
$85,636
-
10b · Cost of goods sold
$46,491
-
10c · Net income from sales of inventory
total $39,145 · related or exempt $39,145
-
11a · Other revenue: Other
total $2,274 · related or exempt $2,274
-
11e · Other revenue, total
$2,274
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $154,963 · program services $154,963
-
7 · Other salaries and wages
total $488,817 · program services $222,412 · management and general $229,744 · fundraising $36,661
-
9 · Other employee benefits
total $20,814 · program services $11,448 · management and general $9,366
-
10 · Payroll taxes
total $50,425 · program services $27,734 · management and general $22,691
-
11c · Fees: accounting
total $144,928 · management and general $144,928
-
11f · Fees: investment management
total $20,463 · management and general $20,463
-
11g · Fees: other
total $715,858 · program services $700,481 · management and general $4,639 · fundraising $10,738
-
12 · Advertising and promotion
total $32,734 · program services $25,533 · management and general $7,201
-
13 · Office expenses
total $12,166 · program services $6,205 · management and general $5,961
-
14 · Information technology
total $199,502 · program services $103,541 · management and general $95,761 · fundraising $200
-
16 · Occupancy
total $3,053 · management and general $3,053
-
17 · Travel
total $39,236 · program services $39,236
-
19 · Conferences, conventions and meetings
total $358,886 · program services $342,018 · management and general $16,868
-
22 · Depreciation, depletion and amortization
total $94,347 · program services $75,006 · management and general $19,341
-
23 · Insurance
total $12,856 · program services $2,571 · management and general $10,285
-
24a · Other expenses: Printing and publicatio
total $111,753 · program services $48,054 · management and general $27,938 · fundraising $35,761
-
24b · Other expenses: Other
total $17,426 · management and general $17,426
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$2,229 · end of year $1,775
-
2 · Savings and temporary cash investments
beginning of year $332,194 · end of year $196,784
-
3 · Pledges and grants receivable
beginning of year $212,495 · end of year $120,187
-
4 · Accounts receivable
beginning of year $1,838 · end of year $7,054
-
8 · Inventories for sale or use
beginning of year $57,192 · end of year $46,826
-
9 · Prepaid expenses and deferred charges
beginning of year $75,708 · end of year $101,088
-
10a · Land, buildings and equipment: cost or other basis
$153,915
-
10b · Land, buildings and equipment: accumulated depreciation
$119,918
-
10c · Land, buildings and equipment, net
beginning of year $58,082 · end of year $33,997
-
11 · Investments: publicly traded securities
beginning of year $2,830,748 · end of year $2,342,493
-
15 · Other assets
beginning of year $319,475 · end of year $231,097
-
17 · Accounts payable and accrued expenses
beginning of year $145,409 · end of year $133,978
-
19 · Deferred revenue
beginning of year $481,854 · end of year $497,865
-
24 · Unsecured notes and loans payable
beginning of year $272,435 · end of year $205,806
-
25 · Other liabilities
beginning of year $35,275 · end of year $17,947
-
27 · Net assets without donor restrictions
beginning of year $1,315,606 · end of year $1,073,394
-
28 · Net assets with donor restrictions
beginning of year $1,634,924 · end of year $1,152,311
Mission and programs · 2024
Mission
Our mission is to inspire, connect, and lead the family history community. We foster collaboration and best practices in advocacy, education, preservation, and research. We enable people, cultures, and organizations to discover the past and create a lasting legacy.
-
Conferences & Education - The Society sponsors an annual conference and educational meetings designed to promote genealogical research and the exchange of ideas and developments.
Expenses $246,288 · Revenue $519,848
-
Publications - The Society produces monthly and quarterly newsletters, magazines, and journals designed to be informative and educational and to foster professionalism and continued genealogical development.
Expenses $244,353
-
Member Services - The Society operates a member resource center and bookstore to aid members with their genealogical research, continued education, and professional certifications.
Expenses $545,353 · Revenue $189,737
-
Society Activities - The Society serves member genealogical societies.
Expenses $723,208
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David E Rencher
President
- Total calculated
- $0
- Hours/week
- 1
-
Ellen Pinckney Balthazar
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Doug Klein
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Cheri Hudson Passey
Director
- Total calculated
- $0
- Hours/week
- 1
-
W Samuel Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marlis Humphrey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Fanning
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rebecca Whitman Koford
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Ed Donakey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen Molohon
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Judy Nimer Muhn
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn Doyle
Director
- Total calculated
- $0
- Hours/week
- 1
-
Reem Awad-Rashmawi
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andre Kearns
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Dougan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Menashes
Executive Director
- Total calculated
- $161,277
- From this org
- $154,963
- From related orgs
- $0
- Other
- $6,314
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,963
- Bonus
- $0
- Other
- $0
- Deferred
- $6,314
- Nontaxable benefits
- $0
- Filer's total
- $161,277
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202642269349302814
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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