National Genealogical Society
- Assets
- $2.9m
- Revenue
- $1.9m
- Investments
- $0.0
- Employees
- 5
- Location
- Falls Church, VA
- Founding
- 01/1993
- Data as of
- 09/2023
- EIN
- 52-0745713
Organization Overview
National Genealogical Society is located in Falls Church, VA. The organization was established in 1993. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 09/2023, National Genealogical Society employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. National Genealogical Society is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, National Genealogical Society generated $1.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $1.7m during the year ending 09/2023. While expenses have increased by 2.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
CONFERENCES & EDUCATION - THE SOCIETY SPONSORS AN ANNUAL CONFERENCE AND EDUCATIONAL MEETINGS DESIGNED TO PROMOTE GENEALOGICAL RESEARCH AND THE EXCHANGE OF IDEAS AND DEVELOPMENTS.
SOCIETY ACTIVITIES - THE SOCIETY SERVES MEMBER GENEALOGICAL SOCIETIES.
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.
MEMBER SERVICES - THE SOCIETY OPERATES A MEMBER RESOURCE CENTER AND BOOKSTORE TO AID MEMBERS WITH THEIR GENEALOGICAL RESEARCH, CONTINUED EDUCATION, AND PROFESSIONAL CERTIFICATIONS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kathryn Doyle President | OfficerTrustee | 1 | $0 |
Ellen Pinckney Balthazar Vice-Preside | OfficerTrustee | 1 | $0 |
Doug Klein Treasurer | OfficerTrustee | 1 | $0 |
Cheri Hudson Passey VP Of Societ | OfficerTrustee | 1 | $0 |
W Samuel Williams Secretary | OfficerTrustee | 1 | $0 |
Sara Gredler Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $286,320 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $286,320 |
| Total Program Service Revenue | $1,423,483 |
| Investment income | $65,279 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $87,172 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,864,970 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $146,961 |
| Compensation of current officers, directors, key employees. | $146,961 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $208,052 |
| Pension plan accruals and contributions | $7,417 |
| Other employee benefits | $2,935 |
| Payroll taxes | $22,073 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $7,457 |
| Fees for services: Accounting | $114,302 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $17,363 |
| Fees for services: Other | $337,959 |
| Advertising and promotion | $12,663 |
| Office expenses | $39,800 |
| Information technology | $166,545 |
| Royalties | $0 |
| Occupancy | $47,038 |
| Travel | $45,639 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $319,447 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $18,129 |
| Insurance | $8,812 |
| All other expenses | $0 |
| Total functional expenses | $1,657,597 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $138,060 |
| Savings and temporary cash investments | $226,389 |
| Pledges and grants receivable | $181,110 |
| Accounts receivable, net | $2,948 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $24,435 |
| Prepaid expenses and deferred charges | $60,980 |
| Net Land, buildings, and equipment | $50,048 |
| Investments—publicly traded securities | $2,140,586 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $85,633 |
| Total assets | $2,910,189 |
| Accounts payable and accrued expenses | $140,569 |
| Grants payable | $0 |
| Deferred revenue | $483,019 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $85,633 |
| Total liabilities | $709,221 |
| Net assets without donor restrictions | $866,319 |
| Net assets with donor restrictions | $1,334,649 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,910,189 |