Civic Intelligence

National Genealogical Society Inc

EIN 52-0745713 • 501(c)3 • Falls Church, VA

View Organization Page

Profile

TO SERVE AND GROW THE

6400 Arlington Blvd Suite 810Falls Church, VA 22042

www.ngsgenealogy.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.24x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.36x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$151,713

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

38%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$3,885,503

Up $975,314 (+34%) from 2023

Liabilities

Up

$934,973

Up $225,752 (+32%) from 2023

Net Assets

Up

$2,950,530

Up $749,562 (+34%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin68th percentile

Revenue

Up

$2,570,190

Up $705,220 (+38%) from 2023

Expenses

Up

$2,170,618

Up $513,021 (+31%) from 2023

Net Income

Up

$399,572

Up $192,199 (+93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,427,225Liabilities 2011: $460,578Net Assets 2011: $966,6472011Assets 2012: $1,505,970Liabilities 2012: $514,746Net Assets 2012: $991,2242012Assets 2013: $1,610,348Liabilities 2013: $601,387Net Assets 2013: $1,008,9612013Assets 2014: $1,769,666Liabilities 2014: $643,394Net Assets 2014: $1,126,2722014Assets 2015: $1,779,624Liabilities 2015: $663,283Net Assets 2015: $1,116,3412015Assets 2016: $1,613,731Liabilities 2016: $660,696Net Assets 2016: $953,0352016Assets 2017: $1,684,148Liabilities 2017: $675,696Net Assets 2017: $1,008,4522017Assets 2018: $1,800,121Liabilities 2018: $729,164Net Assets 2018: $1,070,9572018Assets 2019: $1,763,448Liabilities 2019: $654,091Net Assets 2019: $1,109,3572019Assets 2020: $1,763,606Liabilities 2020: $779,594Net Assets 2020: $984,0122020Assets 2021: $3,337,561Liabilities 2021: $685,931Net Assets 2021: $2,651,6302021Assets 2022: $2,645,922Liabilities 2022: $745,054Net Assets 2022: $1,900,8682022Assets 2023: $2,910,189Liabilities 2023: $709,221Net Assets 2023: $2,200,9682023Assets 2024: $3,885,503Liabilities 2024: $934,973Net Assets 2024: $2,950,5302024

Highlighted filing

2024

Assets$3,885,503
Liabilities$934,973
Net Assets$2,950,530
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,152,817Expenses 2011: $1,277,515Net Income 2011: -$124,6982011Revenue 2012: $1,176,224Expenses 2012: $1,152,175Net Income 2012: $24,0492012Expenses 2013: $1,200,4642013Revenue 2014: $1,380,749Expenses 2014: $1,264,010Net Income 2014: $116,7392014Revenue 2015: $1,334,938Expenses 2015: $1,335,367Net Income 2015: -$4292015Revenue 2016: $1,270,935Expenses 2016: $1,445,817Net Income 2016: -$174,8822016Revenue 2017: $1,517,856Expenses 2017: $1,462,439Net Income 2017: $55,4172017Revenue 2018: $1,489,578Expenses 2018: $1,427,073Net Income 2018: $62,5052018Revenue 2019: $1,455,468Expenses 2019: $1,417,068Net Income 2019: $38,4002019Revenue 2020: $1,349,817Expenses 2020: $1,475,162Net Income 2020: -$125,3452020Revenue 2021: $2,954,792Expenses 2021: $1,378,873Net Income 2021: $1,575,9192021Revenue 2022: $1,322,544Expenses 2022: $1,612,225Net Income 2022: -$289,6812022Revenue 2023: $1,864,970Expenses 2023: $1,657,597Net Income 2023: $207,3732023Revenue 2024: $2,570,190Expenses 2024: $2,170,618Net Income 2024: $399,5722024

Highlighted filing

2024

Revenue$2,570,190
Expenses$2,170,618
Net Income$399,572
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
$3,885,503
Liabilities
$934,973
Net assets
$2,950,530
Revenue
$2,570,190
Expenses
$2,170,618
Net income
$399,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.93$2.95$2.57$2.17$0.40
2023Summary only. Only limited summary data is available for this year.$2.91$0.71$2.20$1.86$1.66$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.75$1.90$1.32$1.61$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.69$2.65$2.95$1.38$1.58
2020Summary only. Only limited summary data is available for this year.$1.76$0.78$0.98$1.35$1.48$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.65$1.11$1.46$1.42$0.04
2018Summary only. Only limited summary data is available for this year.$1.80$0.73$1.07$1.49$1.43$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.68$1.01$1.52$1.46$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.66$0.95$1.27$1.45$0.17
2015Summary only. Only limited summary data is available for this year.$1.78$0.66$1.12$1.33$1.34$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.77$0.64$1.13$1.38$1.26$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.60$1.01$1.20
2012Summary only. Only limited summary data is available for this year.$1.51$0.51$0.99$1.18$1.15$0.02
2011Summary only. Only limited summary data is available for this year.$1.43$0.46$0.97$1.15$1.28$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 23, 2025
Return Version
2023v6.0
Gross Receipts
$2,588,481
Mission and Program Overview

Mission

To serve and grow the genealogical community by providing education and training, fostering increased quality and standards, and promoting access to and preservation of genealogical records

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,140,586$2,830,748▲ $690,162
Savings and Temporary Cash Investments$226,389$332,194▲ $105,805
Pledges and Grants Receivable$181,110$212,495▲ $31,385
Prepaid Expenses and Deferred Charges$60,980$75,708▲ $14,728
Land, Buildings, and Equipment, Net$50,048$58,082▲ $8,034
Inventories for Sale or Use$24,435$57,192▲ $32,757
Accounts Receivable$2,948$1,838▼ $1,110
Cash and Non-Interest-Bearing Accounts$138,060$-2,229▼ $140,289
Total Assets$2,910,189$3,885,503▲ $975,314
Other Assets Total$85,633$319,475▲ $233,842
Liabilities
Deferred Revenue$483,019$481,854▼ $1,165
Unsecured Notes Loans Payable-$272,435-
Accounts Payable and Accrued Expenses$140,569$145,409▲ $4,840
Other Liabilities$85,633$35,275▼ $50,358
Total Liabilities$709,221$934,973▲ $225,752
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,334,649$1,634,924▲ $300,275
Net Assets Without Donor Restrictions$866,319$1,315,606▲ $449,287
Total Net Assets Fund Balance$2,200,968$2,950,530▲ $749,562
Total Liabilities and Net Assets / Fund Balance$2,910,189$3,885,503▲ $975,314

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$55,241$96,400$151,641
Equipment$2,841$2,973$5,814
Other Assets Org$284,200--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$56,607---$56,607
2022$24,670$31,935▲ $2-$56,607
2021$24,667-▲ $3-$24,670
2020$0$24,661▲ $6-$24,667
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew MenashesExecutive DirectorFT$146,961$4,752$151,713

Board Members and Trustees

NameTitle
Ben SpratlingPast President
Kathryn DoylePresident
Ellen Pinckney BalthazarVice-President
Andre KearnsDirector
David RencherDirector
Ed DonakeyDirector
Janice Cross GilyardDirector
Judy Nimer MuhnDirector
Lisa FanningDirector
Marlis HumphreyDirector
W Samuel WilliamsSecretary
Doug KleinTreasurer
Cheri Hudson PasseyVP of Society
Revenue and Support

Revenue Composition

Contributions and Grants
$946,976
Program Service Revenue
$1,404,598
Investment Income
$107,163
Other Revenue
$111,453
All Other Contributions
$946,976
Change in Net Assets
$399,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,549,704
Revenue Not Reported on Financial Statements
$20,486
Revenue Not Reported on Form 990
$349,990
Total Revenue per Audited Statements
$2,899,694
Total Revenue per Form 990
$2,570,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,670,045
Salaries, Compensation, and Employee Benefits$500,573
Total Fundraising Expense$67,036
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$674,120$4,465$10,443$689,028
Other Salaries and Wages$140,734$143,620$23,192$307,546
Conferences and Meetings$270,394$13,376-$283,770
Information Technology$91,270$82,883$175$174,328
Current Officers, Directors, Trustees, and Key Employees$146,961--$146,961
Fees for Services Legal-$143,860-$143,860
Depreciation Depletion$73,907$19,109-$93,016
Occupancy-$52,184-$52,184
Advertising$35,365$10,098-$45,463
Payroll Taxes$17,044$13,945-$30,989
Other Expenses$44,472$23,571$33,226$23,571
Office Expenses$11,496$10,896-$22,392
Fees for Service Investment Mgmnt Fees-$20,486-$20,486
Travel$13,959--$13,959
Pension Plan Contributions$4,518$3,696-$8,214
Other Employee Benefits$3,775$3,088-$6,863
Insurance$822$3,198-$4,020
Total Functional Expenses$1,528,837$574,745$67,036$2,170,618

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,170,618
Expenses per Audited Statements$2,150,132
Total Expenses per Audited Statements$2,150,132
Expenses Not Reported on Financial Statements$20,486
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liabilities$35,275
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 6

“National Genealogical Society is a member organization.”

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

“Members of NGS elect the board members and officers.”

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

“Draft copy of Form 990 is provided to board members for review prior to filing.”

Form 990, Part VI, Section B, line 12C

“Survey completed annually in November by all board members and key executives. Conflicts (if any) are resolved when noted.”

Form 990, Part VI, Section B, line 15A

“Board does a market comparison study annually.”

Form 990, Part VI, Section C, line 19

“These documents are available on the NGS website”

Filing and Contact Details

Filer

Filer Name
National Genealogical Society
EIN
52-0745713
Phone
7035250050
Address
6400 Arlington Blvd Suite 810, Falls Church, VA 22042

Signing Officer

Name
Doug Klein
Title
Treasurer
Phone
7035250050
Signed
2025-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Menashes
Formed
1992
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
5
Volunteers
150

Preparer

Firm
Squire & Company PC
Address
1329 S 800 E, Orem, UT 84097
Preparer
M Paul Winward
Phone
8012256900
Raw XML AppendixShowing 400 of 598 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/BooksInCareOfDetail/USAddress/CityNm0Falls Church
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IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm0Kathryn Doyle
IRS990/Form990PartVIISectionAGrp/PersonNm1Ellen Pinckney Balthazar
IRS990/Form990PartVIISectionAGrp/PersonNm2Doug Klein
IRS990/Form990PartVIISectionAGrp/PersonNm3Cheri Hudson Passey
IRS990/Form990PartVIISectionAGrp/PersonNm4W Samuel Williams
IRS990/Form990PartVIISectionAGrp/PersonNm5Marlis Humphrey
IRS990/Form990PartVIISectionAGrp/PersonNm6Lisa Fanning
IRS990/Form990PartVIISectionAGrp/PersonNm7Janice Cross Gilyard
IRS990/Form990PartVIISectionAGrp/PersonNm8Ed Donakey
IRS990/Form990PartVIISectionAGrp/PersonNm9Andre Kearns
IRS990/Form990PartVIISectionAGrp/PersonNm10Judy Nimer Muhn
IRS990/Form990PartVIISectionAGrp/PersonNm11David Rencher
IRS990/Form990PartVIISectionAGrp/PersonNm12Ben Spratling
IRS990/Form990PartVIISectionAGrp/PersonNm13Matthew Menashes
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