Civic Intelligence

Genealogical Forum of Oregon Inc

EIN 93-6026015 • 501(c)3 • Portland, OR

Profile

"To inspire and empower every person to discover and engage with their family history." The GFO promotes genealogy and provides genealogical education, preserves and documents genealogical and historical resources, and compiles and publishes within the genealogical community.

2505 SE 11th Ave Ste B018Portland, OR 97202

gfo.org

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

1.2%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,217,959

Up $140,396 (+13%) from 2024

Liabilities

Down

$823

Down $13,127 (-94%) from 2024

Net Assets

Up

$1,217,136

Up $153,523 (+14%) from 2024

Revenue

Up

$286,482

Up $3,400 (+1.2%) from 2024

Expenses

Up

$132,959

Up $34,824 (+35%) from 2024

Net Income

Down

$153,523

Down $31,424 (-17%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $347,731Liabilities 2011: $02011Assets 2012: $350,191Liabilities 2012: $02012Assets 2013: $367,691Liabilities 2013: $02013Assets 2014: $425,747Liabilities 2014: $02014Assets 2015: $445,569Liabilities 2015: $02015Assets 2016: $411,916Liabilities 2016: $02016Assets 2017: $422,602Liabilities 2017: $02017Assets 2018: $467,241Liabilities 2018: $02018Assets 2019: $512,938Liabilities 2019: $0Net Assets 2019: $512,9382019Assets 2020: $470,590Liabilities 2020: $02020Assets 2021: $659,927Liabilities 2021: $0Net Assets 2021: $659,9272021Assets 2022: $757,141Liabilities 2022: $0Net Assets 2022: $757,1412022Assets 2023: $878,666Liabilities 2023: $0Net Assets 2023: $878,6662023Assets 2024: $1,077,563Liabilities 2024: $13,950Net Assets 2024: $1,063,6132024Assets 2025: $1,217,959Liabilities 2025: $823Net Assets 2025: $1,217,1362025

Highlighted filing

2025

Assets$1,217,959
Liabilities$823
Net Assets$1,217,136

Operations Trend

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

$300K$200K$100K$0Revenue 2011: $76,559Expenses 2011: $69,490Net Income 2011: $7,0692011Revenue 2012: $86,489Expenses 2012: $85,063Net Income 2012: $1,4262012Revenue 2013: $73,768Expenses 2013: $68,578Net Income 2013: $5,1902013Revenue 2014: $75,169Expenses 2014: $72,715Net Income 2014: $2,4542014Revenue 2015: $99,306Expenses 2015: $87,842Net Income 2015: $11,4642015Revenue 2016: $101,447Expenses 2016: $95,826Net Income 2016: $5,6212016Revenue 2017: $101,875Expenses 2017: $101,006Net Income 2017: $8692017Revenue 2018: $138,010Expenses 2018: $96,599Net Income 2018: $41,4112018Revenue 2019: $131,377Expenses 2019: $101,548Net Income 2019: $29,8292019Revenue 2020: $123,158Expenses 2020: $87,434Net Income 2020: $35,7242020Revenue 2021: $189,302Expenses 2021: $95,361Net Income 2021: $93,9412021Revenue 2022: $198,376Expenses 2022: $97,214Net Income 2022: $101,1622022Revenue 2023: $218,947Expenses 2023: $97,421Net Income 2023: $121,5262023Revenue 2024: $283,082Expenses 2024: $98,135Net Income 2024: $184,9472024Revenue 2025: $286,482Expenses 2025: $132,959Net Income 2025: $153,5232025

Highlighted filing

2025

Revenue$286,482
Expenses$132,959
Net Income$153,523

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.29$0.13$0.15
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.01$1.06$0.28$0.10$0.18
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.22$0.10$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.20$0.10$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.19$0.10$0.09
2020Summary only. Only limited summary data is available for this year.$0.47$0.00$0.12$0.09$0.04
2019Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.13$0.10$0.03
2018Summary only. Only limited summary data is available for this year.$0.47$0.00$0.14$0.10$0.04
2017Summary only. Only limited summary data is available for this year.$0.42$0.00$0.10$0.10$0.00
2016Summary only. Only limited summary data is available for this year.$0.41$0.00$0.10$0.10$0.01
2015Summary only. Only limited summary data is available for this year.$0.45$0.00$0.10$0.09$0.01
2014Summary only. Only limited summary data is available for this year.$0.43$0.00$0.08$0.07$0.00
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.07$0.07$0.01
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.09$0.09$0.00
2011Summary only. Only limited summary data is available for this year.$0.35$0.00$0.08$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 26, 2025
Return Version
2024v5.0
Gross Receipts
$293,682
Mission and Program Overview

Mission

The GFO exists to promote genealogy and to provide genealogical education, to preserve and provide genealogical and historical resources, and to compile and publish within the genealogical community.

The GFO's purpose is to educate, to record, and to preserve genealogical and historical records and information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$934,741$1,141,632▲ $206,891
Savings and Temporary Cash Investments$136,689$69,221▼ $67,468
Prepaid Expenses and Deferred Charges$6,000$6,000→ $0
Accounts Receivable$0$834▲ $834
Cash and Non-Interest-Bearing Accounts$133$272▲ $139
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,077,563$1,217,959▲ $140,396
Other Assets Total$0$0→ $0
Liabilities
Deferred Revenue$13,527$0▼ $13,527
Accounts Payable and Accrued Expenses$423$823▲ $400
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$13,950$823▼ $13,127
Net Assets / Fund Balance
Net Assets With Donor Restrictions$628,817$670,021▲ $41,204
Net Assets Without Donor Restrictions$434,796$547,115▲ $112,319
Total Net Assets Fund Balance$1,063,613$1,217,136▲ $153,523
Total Liabilities and Net Assets / Fund Balance$1,077,563$1,217,959▲ $140,396

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$344,994$870▲ $38,771$14,000$370,635
2024$295,286$106▲ $61,302$11,700$344,994
2023$277,192$417▲ $29,677$12,000$295,286
2022$317,279$430▼ $28,217$12,300$277,192
2021$255,907$28▲ $71,344$10,000$317,279
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$184,169
Program Service Revenue
$7,403
Investment Income
$92,075
Other Revenue
$2,835
All Other Contributions
$144,066
Change in Net Assets
$153,523

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$1,106market
Total Noncash Contributions1$1,106-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$132,959
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$65,250$0$0$65,250
All Other Expenses$5,752$4,985$0$10,737
Office Expenses$0$9,603$0$9,603
Information Technology$1,564$6,602-$8,166
Other Expenses$0$3,364$0$3,364
Insurance$2,527$530$0$3,057
Advertising$0$2,443$0$2,443
Total Functional Expenses$103,117$29,842$0$132,959
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members who pay an annual membership fee (dues). Members enjoy free access to the library, the members section on the web site, and a copy of publications (by email). However, members are not entitled to any share of the organization's earnings , nor of any assets in the event of dissolution.

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

All individual members elect all executive officers of the organization and the two directors-at-large by simple majority vote (of the votes cast).

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

The membership must approve all changes to the bylaws. A 5% plurality of the membership may call a Special Membership Meeting.

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

The draft of the 990 for filing was circulated to all board members for review prior to filing.

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

The Volunteer Coordinator maintains a list of officers and key volunteers, as specified in the Conflict of Interest Policy, tracks which of them has returned the disclosure form, and sends reminders until they are all submitted.

Form 990, Part VI, Section B, Line 15

The organization is wholly volunteer-run. There are no compensated officers or employees. Nonetheless, there is a policy for determining compensation of directors, officers, and key personnel in the event that we ever have paid positions.

Form 990, Part VI, Section C, Line 19

The organization's bylaws are posted at www.gfo.org. The most recently filed four years of tax filings (Form 990) are also posted there. Financial statements and all governing documents (including standing policies) are available for inspection.

Filing and Contact Details

Filer

Filer Name
Genealogical Forum of Oregon Inc
EIN
93-6026015
Phone
5039631932
Address
2505 SE 11th Ave Ste B018, Portland, OR 97202

Signing Officer

Name
Geoff Smith
Title
President
Phone
5038161983
Signed
2025-11-26

Organization Details

Principal Officer
Geoff T Smith
Formed
1946
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
118
Supplemental Narrative

Financial Statement Notes

Schedule D, Part III, Line 1

GFO's policy for collections is not to capitalize, due to the enduring and irreplaceable historical value of the Library Collection, per FASB ASC 958-360. The library Collection is the only asset that falls within this definition of "collection". Accordingly, the Collection is not shown on the balance sheet nor is it depreciated. FY2024-25 amounts: Estimated beginning value $2,761,295; purchased items accessioned 3,900; donated items accessioned 36,200 (including adjustment for 2 prior years), de-accessioned items 150, insurance recoveries 0;estimated ending value 2,801,245.

Schedule D, Part III, Line 4

The GFO possesses over 64,000 holdings in its permanent collection of historical books, periodicals, and original records. A primary objective of the organization is to preserve and share historical published material and records for genealogical research. The collection is available to researchers (including non-members), and we offer educational classes each year to help patrons learn to use the collection and online resources.

Schedule D, Part V, Line 4

The purpose of the Endowment Fund is to enhance the financial stability through a permanent fund, designed to retain and augment the principal while providing current income for Forum purposes and operations.

Raw XML AppendixShowing 400 of 727 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
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IRS990/ActivityOrMissionDesc0The GFO's purpose is to educate, to record, and to preserve genealogical and historical records and information.
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IRS990/CYContributionsGrantsAmt0184169
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt092075
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IRS990/CYOtherRevenueAmt02835
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IRS990/Desc0GFO maintains a research library with over 56,000 holdings serving the entire Pacific Northwest. The library is normally open to both GFO members and the public. In most years, hundreds of patrons use the library in-person, but in 2021-2022 the physical library was closed over 200 days due to the Covid-19 pandemic and patronage is still recovering. We continue our online offerings. In this fiscal year we had 2300 unique visitors each month on the website. Another ongoing initiative is digitizing materials, especially one-of-a-kind holdings and publications at risk of deteriorating; this year we made over 100,000 additional pages of images available to members online.
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IRS990/Form990PartVIISectionAGrp/PersonNm0Geoff T Smith
IRS990/Form990PartVIISectionAGrp/PersonNm1Alexa K Waddle
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IRS990/Form990PartVIISectionAGrp/PersonNm3Geri C Auerbach
IRS990/Form990PartVIISectionAGrp/PersonNm4Richard R Crockett
IRS990/Form990PartVIISectionAGrp/PersonNm5Tina Lawson
IRS990/Form990PartVIISectionAGrp/PersonNm6Jane McGarvin
IRS990/Form990PartVIISectionAGrp/PersonNm7Harmonee Noel
IRS990/Form990PartVIISectionAGrp/PersonNm8Christina Rainer
IRS990/Form990PartVIISectionAGrp/PersonNm9Laurel L Smith
IRS990/Form990PartVIISectionAGrp/PersonNm10Ed J Vandehey
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