Civic Intelligence

Minnesota Genealogical Society Group Return

EIN 41-1729281 • 501(c)3 • Mendota Heights, MN

Profile

Provide classes and seminars on resources to use in researching family histories (4-8 sessions per branch). Publish genealogical journals and maintain websites. Maintain a genealogical library housing materials for family history and research.

1385 Mendota Heights Rd Suite 100Mendota Heights, MN 55120

www.mngs.org

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

2.0%

Higher net margin than 51% of similar nonprofits.

501(c)3 • <$500k 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

55th percentile

0.5%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-55%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$77,136

Up $403 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$77,136

Up $403 (+0.5%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin51st percentile

Revenue

Down

$20,572

Down $25,596 (-55%) from 2023

Expenses

Down

$20,170

Down $20,797 (-51%) from 2023

Net Income

Down

$402

Down $4,799 (-92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$150K$100K$50K$0Assets 2011: $123,631Liabilities 2011: $0Net Assets 2011: $123,6312011Assets 2012: $35,015Liabilities 2012: $0Net Assets 2012: $35,0152012Assets 2013: $39,049Liabilities 2013: $0Net Assets 2013: $39,0492013Assets 2014: $46,293Liabilities 2014: $0Net Assets 2014: $46,2932014Assets 2015: $51,218Liabilities 2015: $0Net Assets 2015: $51,2182015Assets 2016: $54,831Liabilities 2016: $0Net Assets 2016: $54,8312016Assets 2017: $58,063Liabilities 2017: $0Net Assets 2017: $58,0632017Assets 2018: $58,351Liabilities 2018: $0Net Assets 2018: $58,3512018Assets 2019: $57,044Liabilities 2019: $0Net Assets 2019: $57,0442019Assets 2020: $62,590Liabilities 2020: $0Net Assets 2020: $62,5902020Assets 2021: $69,503Liabilities 2021: $0Net Assets 2021: $69,5032021Assets 2022: $71,533Liabilities 2022: $0Net Assets 2022: $71,5332022Assets 2023: $76,733Liabilities 2023: $0Net Assets 2023: $76,7332023Assets 2024: $77,136Liabilities 2024: $0Net Assets 2024: $77,1362024

Highlighted filing

2024

Assets$77,136
Liabilities$0
Net Assets$77,136
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $67,951Expenses 2011: $59,952Net Income 2011: $7,9992011Revenue 2012: $34,468Expenses 2012: $28,746Net Income 2012: $5,7222012Revenue 2013: $27,226Expenses 2013: $23,192Net Income 2013: $4,0342013Revenue 2014: $34,384Expenses 2014: $27,140Net Income 2014: $7,2442014Revenue 2015: $37,349Expenses 2015: $32,424Net Income 2015: $4,9252015Revenue 2016: $31,406Expenses 2016: $27,793Net Income 2016: $3,6132016Revenue 2017: $37,917Expenses 2017: $34,685Net Income 2017: $3,2322017Revenue 2018: $31,577Expenses 2018: $31,289Net Income 2018: $2882018Revenue 2019: $33,504Expenses 2019: $34,811Net Income 2019: -$1,3072019Revenue 2020: $29,019Expenses 2020: $23,473Net Income 2020: $5,5462020Revenue 2021: $32,371Expenses 2021: $25,458Net Income 2021: $6,9132021Revenue 2022: $25,517Expenses 2022: $23,488Net Income 2022: $2,0292022Revenue 2023: $46,168Expenses 2023: $40,967Net Income 2023: $5,2012023Revenue 2024: $20,572Expenses 2024: $20,170Net Income 2024: $4022024

Highlighted filing

2024

Revenue$20,572
Expenses$20,170
Net Income$402
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$77,136
Liabilities
$0
Net assets
$77,136
Revenue
$20,572
Expenses
$20,170
Net income
$402
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.21$0.20$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.46$0.41$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.26$0.23$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.32$0.25$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.29$0.23$0.06
2019Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.34$0.35$0.01
2018Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.32$0.31$0.00
2017Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.38$0.35$0.03
2016Summary only. Only limited summary data is available for this year.$0.55$0.00$0.55$0.31$0.28$0.04
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.37$0.32$0.05
2014Summary only. Only limited summary data is available for this year.$0.46$0.00$0.46$0.34$0.27$0.07
2013Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$0.27$0.23$0.04
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$0.34$0.29$0.06
2011Summary only. Only limited summary data is available for this year.$1.24$0.00$1.24$0.68$0.60$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$20,622
Mission and Program Overview

Mission

Provide classes and seminars on resources to use om researching family histories (4-8 sessions per branch). Publish genealogical journals and maintain websites. Maintain a genealogical library housing materials for family history and research.

Provide genealogical education, publish genealogical articles and materials, and support a genealogical research library for group members and the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$76,733$77,136▲ $403
Rtn Earn Endowment Incm Other Fnds$76,733$77,136▲ $403
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$76,733$77,136▲ $403
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$76,733$77,136▲ $403
Total Liabilities and Net Assets / Fund Balance$76,733$77,136▲ $403
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Sue KratschPresident & Editor-Yankee Genealogical Society
Heather MullenPresident National Danish-American Genealogical Society
Chris TrostPresident-Norwegian American Genealogical Association
Terry KitaPresident-Polish Genealogical Society
Bogdan FilipescuPresident-Romanian Genealogy Society
Wayne DahlstenPresident-Swedish Genealogical Society
Bill HolmquistVice President-National Danish-American Genealogical Society
Paul ColwellVice President-Polish Genealogical Society
Alice FinleyVice President-Yankee Genealogical Society
Kay SwansonMembership-Yankee Genealogical Society
Dixie HansenSecretary-Norwegian American Genealogical Association
Rosanne BatleySecretary-Polish Genealogical Society
Angela KnutsonSecretary-Romanian Genealogical Society
Pat AndersonSecretary-Swedish Genealogical Society
Mary Jane BridgeSecretary-Yankee Genealogical Society
Myra MadsenTreasurer-National Danish-American Genealogical Society
Sue MelletTreasurer-Norwegian American Genealogical Association
Gary WolffTreasurer-Polish Genealogical Society
Vee PetrescueTreasurer-Romanian Genealogical Society
Karen LindemoenTreasurer-Swedish Genealogical Society
Nancy W JohnsonTreasurer-Yankee Genealogical Society
Walt RothwellWebmaster-Yankee Genealogical Society
Revenue and Support

Revenue Composition

Contributions and Grants
$19,782
Program Service Revenue
$30
Investment Income
$30
Other Revenue
$730
All Other Contributions
$1,109
Change in Net Assets
$402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,170
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$6,520--$6,520
Conferences and Meetings$6,398--$6,398
Other Expenses$2,244$0$0$2,244
Office Expenses$0$98$0$98
Total Functional Expenses$20,072$98$0$20,170
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“All the subgroups elect their own boards to run their group.”

Form 990, Part VI, Section B, Line 11B

“THE MGS Board of Directors has reviewed the 2024 Form 990 and related forms for the subject entity.”

Form 990, Part VI, Section C, Line 18

“MGS' financial information is available to review at its library located at: MGS, 1385 Mendota Heights Road, Suite 100, Mendota Heights, MN 55120. Interested Parties should contact MGS at 651-330-9312”

Form 990, Part VI, Section C, Line 19

“MGS Privacy Policy and Constitution/ByLaws are available for review on its website: Https//mngs.org”

Filing and Contact Details

Filer

Filer Name
Minnesota Genealogical Society Group Return
EIN
41-1729281
Phone
6513309312
Address
1385 Mendota Heights Rd Suite 100, Mendota Heights, MN 55120

Signing Officer

Name
Dennis Kalvig
Title
Treasurer
Phone
6513309312
Signed
2025-11-17

Organization Details

Principal Officer
Denny Kalvig
Formed
1969
Legal Domicile
Mn
Voting Board Members
25
Independent Board Members
0
Employees
2
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Postage”

Form 990, Part XI, Line 9

“Rounding changes”

Raw XML AppendixShowing 400 of 593 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/BooksInCareOfDetail/PhoneNum06513309312
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IRS990/Form990PartVIISectionAGrp/PersonNm4Gary Wolff
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Membership-Yankee Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt1Webmaster-Yankee Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt2President-Polish Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President-Polish Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer-Polish Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary-Polish Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt6President-Swedish Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary-Swedish Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer-Yankee Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary-Norwegian American Genealogical Association
IRS990/Form990PartVIISectionAGrp/TitleTxt10President National Danish-American Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President-National Danish-American Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer-National Danish-American Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt13President & Editor-Yankee Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President-Yankee Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary-Yankee Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer-Swedish Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt17President-Norwegian American Genealogical Association
IRS990/Form990PartVIISectionAGrp/TitleTxt18Treasurer-Norwegian American Genealogical Association
IRS990/Form990PartVIISectionAGrp/TitleTxt19Secretary-Romanian Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt20Treasurer-Romanian Genealogical Society
IRS990/Form990PartVIISectionAGrp/TitleTxt21President-Romanian Genealogy Society
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IRS990/MissionDesc0Provide classes and seminars on resources to use in researching family histories (4-8 sessions per branch). Publish genealogical journals and maintain websites. Maintain a genealogical library housing materials for family history and research.
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