Civic Intelligence

St Louis Genealogical Society

EIN 23-7052237 • 501(c)3 • Saint Louis, MO

Profile

Promotes and supports family history research by providing educational and research opportunities, offering community services in related fields and collecting, preserving and publishing genealogical and historical records.

4 Sunnen Drive Ste 140Saint Louis, MO 63143

www.stlgs.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$734,598

Up $66,222 (+9.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$734,598

Up $66,222 (+9.9%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin68th percentile

Revenue

Up

$194,271

Up $36,100 (+23%) from 2023

Expenses

Up

$163,739

Up $3,589 (+2.2%) from 2023

Net Income

Up

$30,532

Up $32,511 (+1643%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2015: $498,509Liabilities 2015: $0Net Assets 2015: $498,5092015Assets 2016: $533,910Liabilities 2016: $0Net Assets 2016: $533,9102016Assets 2017: $557,094Liabilities 2017: $0Net Assets 2017: $557,0942017Assets 2018: $560,327Liabilities 2018: $0Net Assets 2018: $560,3272018Assets 2019: $647,913Liabilities 2019: $0Net Assets 2019: $647,9132019Assets 2020: $691,054Liabilities 2020: $0Net Assets 2020: $691,0542020Assets 2021: $721,788Liabilities 2021: $0Net Assets 2021: $721,7882021Assets 2022: $626,026Liabilities 2022: $0Net Assets 2022: $626,0262022Assets 2023: $668,376Liabilities 2023: $0Net Assets 2023: $668,3762023Assets 2024: $734,598Liabilities 2024: $0Net Assets 2024: $734,5982024

Highlighted filing

2024

Assets$734,598
Liabilities$0
Net Assets$734,598
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $202,800Expenses 2015: $142,959Net Income 2015: $59,8412015Revenue 2016: $169,254Expenses 2016: $165,905Net Income 2016: $3,3492016Revenue 2017: $171,619Expenses 2017: $163,929Net Income 2017: $7,6902017Revenue 2018: $192,314Expenses 2018: $165,844Net Income 2018: $26,4702018Revenue 2019: $187,655Expenses 2019: $146,048Net Income 2019: $41,6072019Revenue 2020: $129,830Expenses 2020: $130,044Net Income 2020: -$2142020Revenue 2021: $173,613Expenses 2021: $140,356Net Income 2021: $33,2572021Revenue 2022: $140,538Expenses 2022: $159,269Net Income 2022: -$18,7312022Revenue 2023: $158,171Expenses 2023: $160,150Net Income 2023: -$1,9792023Revenue 2024: $194,271Expenses 2024: $163,739Net Income 2024: $30,5322024

Highlighted filing

2024

Revenue$194,271
Expenses$163,739
Net Income$30,532
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$734,598
Liabilities
$0
Net assets
$734,598
Revenue
$194,271
Expenses
$163,739
Net income
$30,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$1.94$1.64$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$1.58$1.60$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$1.41$1.59$0.19
2021Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$1.74$1.40$0.33
2020Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$1.30$1.30$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$1.88$1.46$0.42
2018Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$1.92$1.66$0.26
2017Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$1.72$1.64$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$1.69$1.66$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$2.03$1.43$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 10, 2025
Return Version
2024v5.2
Gross Receipts
$198,807
Mission and Program Overview

Mission

Promotes and supports family history research by providing educational and research opportunities, offering community services in related fields and collecting, preserving and publishing genealogical and historical records.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$576,172$627,082▲ $50,910
Cash and Non-Interest-Bearing Accounts$30,875$52,225▲ $21,350
Land, Buildings, and Equipment, Net$14,972$8,934▼ $6,038
Inventories for Sale or Use$6,055$6,055→ $0
Total Assets$668,376$734,598▲ $66,222
Other Assets Total$40,302$40,302→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$668,376$734,598▲ $66,222
Total Net Assets Fund Balance$668,376$734,598▲ $66,222
Total Liabilities and Net Assets / Fund Balance$668,376$734,598▲ $66,222

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,934$36,201$45,135
Leasehold Improvements-$10,000$10,000
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Karen GoodePresident
Donna FoelschVice President-programs
Debbie BenoitDirector at Large
Kathy FrankeDirector at Large
Marilyn BrennanDirector of Volunteers
Judy BelfordDirector- Reference Rm
Bob GoodeDirector-information Systems
Carolyn WhittonDirector-projects
Ilene MurrayDirector-publications
Jeani WardSmall Projects Director
Jim YochimVP Membership Director
Jim BellengerWeb Masterco Director
Jim RossWeb Masterco Director
Bob CejkaOffice Network Technology
Cindy FinneganSecretary
Michelle PearceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$137,280
Program Service Revenue
$42,140
Investment Income
$15,220
Other Revenue
$-369
All Other Contributions
$90,785
Change in Net Assets
$30,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$163,739
Total Fundraising Expense$1,159
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$85,855-$85,855
Information Technology-$20,653-$20,653
Office Expenses-$18,110-$18,110
Insurance-$7,424-$7,424
Depreciation Depletion-$6,038-$6,038
Other Expenses$4,863$98-$4,863
Advertising--$1,159$1,159
All Other Expenses-$908-$908
Fees for Services Accounting-$875-$875
Total Functional Expenses$21,927$140,653$1,159$163,739
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Karen goode and bob goode are married.”

Members or stockholder classes and rights Part VI line 6

“The st. Louis genealogical society is organized as a non-profit corporation with members. A member is any person who, pursuant to a provision of the organizations governing documents has the right to participate in the organizations governance.”

Member election for additional members Part VI line 7A

“All members have the right to vote on officers of the society.”

Governing body decisions Part VI line 7B

“All members have the right to vote on the societys bylaws.”

Form 990 governing body review Part VI line 11

“The governing body (the board) is given the 990 to review before it is filed each year.”

Conflict of interest policy compliance Part VI line 12C

“The st. Louis genealogical society has a conflict of interest policy in place. Board members, officers and other agents must annually review and sign off, agreeing to comply with the policy. In short, the policy states that the signer nor any member of his/her immediate family has any ownership or other financial interest in, or is a director, officer, employee or agent of any genealogically related organization, or other entity which might give rise to a conflict of interest.”

Governing documents etc available to public Part VI line 19

“All tax returns filed are available for inspection by appointment at the societys headquarters. Returns are also available at www.guidestar.org”

Filing and Contact Details

Filer

Filer Name
St Louis Genealogical Society
EIN
23-7052237
In Care Of
% KAREN GOODE
Phone
3146478547
Address
4 SUNNEN DRIVE STE 140, SAINT LOUIS, MO 63143

Signing Officer

Name
Karen Goode
Title
President
Phone
3146478547
Signed
2025-07-10
Discuss with paid preparer
Yes

Organization Details

Formed
1968
Legal Domicile
Mo
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Cardinal Accounting & Tax
Address
2716 Telegraph Road Suite 203, Saint Louis, MO 63125
Preparer
Mike Jokerst
Phone
3144873663
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“See overflow statement page 2”

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