Civic Intelligence

California Genealogical Society

EIN 94-6130842 • 501(c)3 • Oakland, CA

Profile

To help people trace and compile family histories through maintenance of a library, gathering and preserving vital records, disseminating information and teaching genealogical research methods.

2201 Broadway LL2Oakland, CA 94612

www.californiaancestors.org

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

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

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

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

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

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

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 2024

Asset Growth

59th percentile

6.9%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$2,499,563

Up $161,489 (+6.9%) from 2023

Liabilities

Up

$3,673

Up $2,912 (+383%) from 2023

Net Assets

Up

$2,495,890

Up $158,577 (+6.8%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin86th percentile

Revenue

Up

$376,532

Up $73,528 (+24%) from 2023

Expenses

Up

$217,955

Up $9,394 (+4.5%) from 2023

Net Income

Up

$158,577

Up $64,134 (+68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,370,595Liabilities 2010: $6,149Net Assets 2010: $1,364,4462010Assets 2011: $1,373,166Liabilities 2011: $819Net Assets 2011: $1,372,3472011Assets 2012: $1,461,811Liabilities 2012: $3,626Net Assets 2012: $1,458,1852012Assets 2013: $1,571,695Liabilities 2013: $0Net Assets 2013: $1,571,6952013Assets 2014: $1,749,714Liabilities 2014: $354Net Assets 2014: $1,749,3602014Assets 2015: $1,793,656Liabilities 2015: $579Net Assets 2015: $1,793,0772015Assets 2016: $1,888,929Liabilities 2016: $0Net Assets 2016: $1,888,9292016Assets 2017: $2,397,845Liabilities 2017: $0Net Assets 2017: $2,397,8452017Assets 2018: $2,257,889Liabilities 2018: $0Net Assets 2018: $2,257,8892018Assets 2019: $2,548,890Liabilities 2019: $419Net Assets 2019: $2,548,4712019Assets 2020: $2,615,386Liabilities 2020: $676Net Assets 2020: $2,614,7102020Assets 2021: $2,893,443Liabilities 2021: $512Net Assets 2021: $2,892,9312021Assets 2022: $2,642,418Liabilities 2022: $1,033Net Assets 2022: $2,641,3852022Assets 2023: $2,338,074Liabilities 2023: $761Net Assets 2023: $2,337,3132023Assets 2024: $2,499,563Liabilities 2024: $3,673Net Assets 2024: $2,495,8902024

Highlighted filing

2024

Assets$2,499,563
Liabilities$3,673
Net Assets$2,495,890
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $149,7142010Expenses 2011: $171,6732011Expenses 2012: $166,8262012Revenue 2013: $174,166Expenses 2013: $163,358Net Income 2013: $10,8082013Revenue 2014: $183,015Expenses 2014: $159,688Net Income 2014: $23,3272014Revenue 2015: $246,944Expenses 2015: $167,456Net Income 2015: $79,4882015Revenue 2016: $294,343Expenses 2016: $182,959Net Income 2016: $111,3842016Revenue 2017: $512,951Expenses 2017: $153,441Net Income 2017: $359,5102017Revenue 2018: $238,630Expenses 2018: $172,637Net Income 2018: $65,9932018Revenue 2019: $171,923Expenses 2019: $150,847Net Income 2019: $21,0762019Revenue 2020: $166,885Expenses 2020: $153,957Net Income 2020: $12,9282020Revenue 2021: $160,736Expenses 2021: $164,661Net Income 2021: -$3,9252021Revenue 2022: $240,880Expenses 2022: $190,023Net Income 2022: $50,8572022Revenue 2023: $303,004Expenses 2023: $208,561Net Income 2023: $94,4432023Revenue 2024: $376,532Expenses 2024: $217,955Net Income 2024: $158,5772024

Highlighted filing

2024

Revenue$376,532
Expenses$217,955
Net Income$158,577
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
$2,499,563
Liabilities
$3,673
Net assets
$2,495,890
Revenue
$376,532
Expenses
$217,955
Net income
$158,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$0.00$2.50$0.38$0.22$0.16
2023Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$0.30$0.21$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.00$2.64$0.24$0.19$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.16$0.16$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.62$0.00$2.61$0.17$0.15$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$0.17$0.15$0.02
2018Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$0.24$0.17$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.51$0.15$0.36
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$0.00$1.89$0.29$0.18$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.25$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.18$0.16$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.17$0.16$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.01$1.36$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Gross Receipts
$376,532
Mission and Program Overview

Mission

To help people trace and compile family histories through maintenance of a library, gathering and preserving vital records, disseminating information and teaching genealogical research methods.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,255,235$2,446,110▲ $190,875
Cash and Non-Interest-Bearing Accounts$72,193$38,381▼ $33,812
Land, Buildings, and Equipment, Net$2,966$7,392▲ $4,426
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,338,074$2,499,563▲ $161,489
Other Assets Total$7,680$7,680→ $0
Liabilities
Accounts Payable and Accrued Expenses$761$3,673▲ $2,912
Total Liabilities$761$3,673▲ $2,912
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,337,313$2,495,890▲ $158,577
Total Net Assets Fund Balance$2,337,313$2,495,890▲ $158,577
Total Liabilities and Net Assets / Fund Balance$2,338,074$2,499,563▲ $161,489

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,392$82,287$89,679
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Christine PattilloPresident
Roger PrinceVice President
Adelle TreakleDirector
Carly MorganDirector
Grant DinDirector
Jennifer DixDirector
Jim SorensonDirector
Keith MontgomeryDirector
Robert TrappDirector
Ron MadsonDirector
Cindy ThomsonCorresp Secty
Evan WilsonRecording Secty
Matthew BerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$89,261
Program Service Revenue
$25,605
Investment Income
$260,876
Other Revenue
$790
All Other Contributions
$50,746
Change in Net Assets
$158,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,955
Total Fundraising Expense$1,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$156,030--$156,030
Conferences and Meetings$21,888--$21,888
Office Expenses$4,836$6$1,452$6,294
Insurance-$5,357-$5,357
Depreciation Depletion$4,813--$4,813
Fees for Services Accounting-$2,984-$2,984
Other Expenses$2,559$1,519-$1,519
Information Technology$329$947-$1,276
Advertising-$288-$288
Total Functional Expenses$205,402$11,101$1,452$217,955
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$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
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 B, Line 11B

“Reviewed by the Treasurer.”

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

“Each director and officer shall annually sign a statement which affirms that such person:a. Has received a copy of the Conflict of Interest Policy and Procedures (the Policy),b. Has read and understands the Policy;c. Has agreed to comply with the Policy; andd. Understands that CGS is a nonprofit organization that must engage primarily in activities which accomplish one or more of its tax-exempt purposes to maintain its federal tax exemption.”

Form 990, Part VI, Section C, Line 19

“As required by the Nonprofit Integrity Act in California and IRS regulations, certain documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
California Genealogical Society
EIN
94-6130842
Phone
5106631358
Address
2201 Broadway LL2, Oakland, CA 94612

Signing Officer

Name
Cynthia Thomson
Title
Treasurer
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Prince
Formed
1921
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
100

Preparer

Firm
Crosby & Kaneda CPAs LLP
Address
548 Market St PMB 97503, San Francisco, CA 94104
Preparer
Tierna Jensen
Phone
5108352727
Supplemental Narrative

Financial Statement Notes

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“The collections include (a) genealogical reference books and periodicals, (b) vital, cemetery, census, immigration, church and land records, (c) family histories and genealogies, (d) surname catalogs, (e) manuscripts, and (f) maps, local histories and city directories. All of these collections are used for genealogical research.”

Raw XML AppendixShowing 400 of 506 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/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
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