{"success":true,"data":{"_id":946130842,"filings":[{"Organization":{"value":null,"Person":["James Sorenson","Joanna Shear","Evan Wilson","Matthew Berry","Cindy Thomson","Grant Din","Jennifer Dix","Jacqueline Henderson","Ron Madson","Carly Morgan","Roger Prince","Chris Pattillo","Adelle Treakle","Larry Youngman"],"Title":["President","Vice President","Recording Secretary","Treasurer","Corresponding Secretary","Director","Director","Director","Director","Director","Director","Director","Director","Director"],"Hours":[15.0,15.0,5.0,15.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2021,"name":"CALIFORNIA GENEALOGICAL SOCIETY","phone":5106631358,"website":"https://www.californiaancestors.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"James Sorenson","year_formation":1898,"state_legal_domicile":"CA","total_volunteers":115,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"2201 Broadway STE LL2, Oakland, CA, 94612, USA","city":"Oakland","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":160736,"Contributions":{"value":101774,"Other contributions":60124,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":41650,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":11661,"Total revenue":{"value":11661,"Educational seminars":9233,"Other library income":153,"Research":1880,"User lookup fees":395},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":45598,"Investment income total":45598,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":1703,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":1703,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":164661,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":164661,"Management services":0,"Legal":0,"Accounting":4417,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":288,"Office expenses":1599,"Information technology":996,"Royalties":0,"Occupancy":124617,"Travel":0,"Conferences and meetings":2788,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":319,"Insurance":4326,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":24283,"Printing & publications":10140,"Library purchases":6851,"Membership expense":5073,"Library operations":2219},"All other expenses":1028},"Functional Expenses":{"value":null,"Program Service Expenses":149529,"Management And General Expenses":15132,"Fundraising Expenses":0}},"Assets":{"value":2893443,"Non-interest bearing cash":59733,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":482040,"Investments publicly traded":2343990,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7680},"Liabilities":{"value":512,"Sum of Total Liabilities":0,"Accounts payable, accrued":512,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2892931,"Net assets without donor restriction":2892931,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9081021006795781,"percentile":0.7841162301724763},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.024418922954409714,"percentile":0.3296686006971314},"Liabilities to Assets Ratio":{"score":0.0001769518183008962,"percentile":0.5837503871472044},"Operating Reserve Ratio":{"score":17.572120902946054,"percentile":0.9374289017612053},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.012781633001037749,"percentile":0.27975897192890153},"Revenue Growth":{"score":-0.02148302027407048,"percentile":0.29183328195940983},"Asset Growth":{"score":0.07427510265400993,"percentile":0.6113293411763453},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6152483363123624,"percentile":0.6494766500886032}},"source_xml":"202220819349301192_public.xml"},{"Organization":{"value":null,"Person":["Lisa Gorrell","Stephen G Harris","Jim Sorenson","Edie Daly","Henry Synder","Diana Edwards","Shannon Reese","Felicia Addison","Karen Tracy Lemelin","Kim Cotton","Ellen Fernandez-Sacco","Tim Cox","Nicka Smith","Jeffrey Vaillant","Glenn Koch","Marcelle White","Kathleen Jones"],"Title":["Recording Sec","Director","Director","Treasurer","Director","Director","Director","Director","Corr Secretary","Vice President","President","Director","Director","President","Director","Director","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2014,"name":"California Genealogical Society","phone":5106631358,"website":"http://www.californiaancestors.org/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Linda Okazaki","year_formation":1898,"state_legal_domicile":"CA","total_volunteers":100,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"2201 Broadway, Oakland, CA, 94612, USA","city":"Oakland","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":183015,"Contributions":{"value":72403,"Other contributions":24369,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":48034,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":49948,"Total revenue":{"value":49948,"Educational seminars":45891,"Other library income":1153,"Research":1665,"User lookup fees":1239},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":55515,"Investment income total":18853,"Net investment gain":36662,"Income from invest bond proceeds":0},"Other revenues":{"value":5149,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":5149,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":159688,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":159688,"Management services":0,"Legal":0,"Accounting":2959,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":750,"Office expenses":3257,"Information technology":6539,"Royalties":0,"Occupancy":88556,"Travel":0,"Conferences and meetings":30392,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":5738,"Insurance":1211,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":20037,"Printing and Publications":10862,"Library":7682,"Membership expense":756,"Postage and Shipping":737},"All other expenses":249},"Functional Expenses":{"value":null,"Program Service Expenses":153450,"Management And General Expenses":6238,"Fundraising Expenses":0}},"Assets":{"value":1749714,"Non-interest bearing cash":27771,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":425580,"Investments publicly traded":1291498,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":4865},"Liabilities":{"value":354,"Sum of Total Liabilities":0,"Accounts payable, accrued":354,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1749360,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":1749360,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.960936325835379,"percentile":0.8611587974188974},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.12745949785536706,"percentile":0.667118635639299},"Liabilities to Assets Ratio":{"score":0.00020231877895473204,"percentile":0.5831561469143753},"Operating Reserve Ratio":{"score":10.957078803667152,"percentile":0.9005921072441843},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8210946038265899,"percentile":0.970077692048789}},"source_xml":"201532159349301108_public.xml"},{"Organization":{"value":null,"Person":["LINDA OKAZAKI","VICTORIA KOLAKOWSKI","STEWART TRAIMAN","KAREN TRACY LEMELIN","KATHLEEN JONES","RICHARD KEHOE","FELICIA ADDISON","ELLEN FERNANDEZ-SACCO","ARLENE MILES","NICKA SMITH","MAUREEN HANLON"],"Title":["PRESIDENT","VICE PRESIDENT","RECORDING SECRETARY","CORR SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[15.0,15.0,5.0,5.0,15.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2017,"name":"CALIFORNIA GENEALOGICAL SOCIETY","phone":5106631358,"website":"WWW.CALIFORNIAANCESTORS.ORG/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"LINDA OKAZAKI","year_formation":1898,"state_legal_domicile":"CA","total_volunteers":0,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"2201 BROADWAY LL2, OAKLAND, CA, 946123031, USA","city":"OAKLAND","state":"CA","country":"USA","zip_code":946123031},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":11,"Number of independent voting members":11,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":512951,"Contributions":{"value":411379,"Other contributions":372964,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":38415,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":29960,"Total revenue":{"value":29960,"EDUCATIONAL SEMINARS":24111,"RESEARCH":3914,"OTHER LIBRARY INCOME":1170,"USER LOOKUP FEES":765},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":68220,"Investment income total":57738,"Net investment gain":10482,"Income from invest bond proceeds":0},"Other revenues":{"value":3392,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":3392,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":153441,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":153441,"Management services":0,"Legal":0,"Accounting":3537,"Lobbying services":0,"Investment management fees":0,"Other services":401,"Advertising":1398,"Office expenses":3435,"Information technology":2567,"Royalties":0,"Occupancy":98786,"Travel":0,"Conferences and meetings":16079,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":565,"Insurance":4331,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":22082,"LIBRARY":8515,"PRINTING & PUBLICATIONS":7554,"OTHER":3562,"MEMBERSHIP EXPENSE":2451},"All other expenses":260},"Functional Expenses":{"value":null,"Program Service Expenses":141691,"Management And General Expenses":11750,"Fundraising Expenses":0}},"Assets":{"value":2397845,"Non-interest bearing cash":35194,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":482461,"Investments publicly traded":1872510,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7680},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2397845,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":809931,"Temporarily restricted net assets":980938,"Permanently restricted net assets":606976},"Ratings":{"Program Expense Ratio":{"score":0.9234233353536538,"percentile":0.8072275301491143},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.7008661646044164,"percentile":0.9594937838811138},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":15.627146590546204,"percentile":0.9291575077214026},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.005263815261716431,"percentile":0.3032945130295518},"Revenue Growth":{"score":0.27946981016976535,"percentile":0.9390120136590244},"Asset Growth":{"score":0.09527471168140615,"percentile":0.671074038634338},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8242545653759468,"percentile":0.9715201815540929}},"source_xml":"201822609349302002_public.xml"},{"Organization":{"value":null,"Person":["FELICIA ADDISON","JENNIFER DIX","RICHARD KEHOE","STACY HOOVER","MARISELA MESKUS","CHRIS PATILLO","JEFFREY VALLIANT","LINDA OKAZAKI","JAMES SORENSON","MAUREEN HANLON","MATTHEW BERRY","STEWART TRAIMAN","NANCY CORK","ARLENE MILES","VICTORIA KOLAKOWSKI","MAUREEN HANLON","KATHLEEN JONES","STEWART TRAIMAN","NANY CORK","FELICIA ADDISON","MATTHEW BERRY","MARISELA MESKUS","RICHARD KEHOE","ARLENE MILES","LINDA OKAZAKI"],"Title":["Director","Director","Director","Director","Director","Director","Director","Past President","President","Vice President","Treasurer","Recording Sec","Corresp Secreta","Director","PRESIDENT","VICE PRESIDENT","TREASURER","RECORDING SECRETARY","CORRESPONDING SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PAST PRESIDENT"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,15.0,15.0,15.0,5.0,5.0,5.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2019,"name":"CALIFORNIA GENEALOGICAL SOCIETY","phone":5106631358,"website":"WWW.CALIFORNIAANCESTORS.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1898,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"2201 BROADWAY, OAKLAND, CA, 94612, USA","city":"OAKLAND","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":11,"Number of independent voting members":11,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":171923,"Contributions":{"value":89074,"Other contributions":50160,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":38914,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":11422,"Total revenue":{"value":11422,"EDUCATIONAL SEMINARS":7735,"OTHER LIBRARY INCOME":802,"RESEARCH":2190,"USER LOOKUP FEES":695},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":69934,"Investment income total":62585,"Net investment gain":7349,"Income from invest bond proceeds":0},"Other revenues":{"value":1493,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":1493,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":150847,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":150847,"Management services":0,"Legal":0,"Accounting":3137,"Lobbying services":0,"Investment management fees":0,"Other services":851,"Advertising":10874,"Office expenses":4449,"Information technology":3051,"Royalties":0,"Occupancy":102222,"Travel":0,"Conferences and meetings":1346,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":56,"Insurance":3471,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":19297,"PRINTING & PUBLICATIONS":11341,"LIBRARY PURCHASES":3112,"MEMBERSHIP EXPENSE":2879,"LIBRARY OPERATIONS":1965},"All other expenses":2093},"Functional Expenses":{"value":null,"Program Service Expenses":137137,"Management And General Expenses":13710,"Fundraising Expenses":0}},"Assets":{"value":2548890,"Non-interest bearing cash":33979,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":482624,"Investments publicly traded":2024606,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7681},"Liabilities":{"value":419,"Sum of Total Liabilities":0,"Accounts payable, accrued":419,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2548471,"Net assets without donor restriction":2548471,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9091132074220899,"percentile":0.7857239815359333},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.12258976402226578,"percentile":0.6597802709327429},"Liabilities to Assets Ratio":{"score":0.00016438528143623303,"percentile":0.5840584661924216},"Operating Reserve Ratio":{"score":16.897187216185937,"percentile":0.9347483630101011},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.012680820137248599,"percentile":0.28004346183079537},"Revenue Growth":{"score":0.050838871288911146,"percentile":0.6098384283106995},"Asset Growth":{"score":0.08009441875346357,"percentile":0.6289892949672076},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7048388348755944,"percentile":0.8567127758013736}},"source_xml":"202042109349300644_public.xml"},{"Organization":{"value":null,"Person":["LINDA OKAZAKI","DIANA EDWARDS","LISA GORRELL","KAREN TRACY LEMELIN","KATHLEEN JONES","JIM SORENSON","HENRY SNYDER","SHANNON REESE","FELICIA ADDISON","ELLEN FERNANDEZ-SACCO","TIM COX","NICKA SMITH","TODD ARMSTRONG","THERESE HART-PIGNOTTI","JEFFREY VAILLANT","MARCELLE WHITE","KIM COTTON"],"Title":["PRESIDENT","VICE PRESIDENT","RECORDING SECRETARY","CORR SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[15.0,15.0,5.0,5.0,15.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2015,"name":"CALIFORNIA GENEALOGICAL SOCIETY","phone":5106631358,"website":"WWW.CALIFORNIAANCESTORS.ORG/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"LINDA OKAZAKI","year_formation":1898,"state_legal_domicile":"CA","total_volunteers":0,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"2201 BROADWAY LL2, OAKLAND, CA, 946123031, USA","city":"OAKLAND","state":"CA","country":"USA","zip_code":946123031},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":17,"Number of independent voting members":17,"Number of employees total":0,"Total Gross UBI":43802,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":246944,"Contributions":{"value":122713,"Other contributions":86018,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":36695,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":52718,"Total revenue":{"value":52718,"EDUCATIONAL SEMINARS":46809,"RESEARCH":3815,"OTHER LIBRARY INCOME":1114,"USER LOOKUP FEES":980},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":65022,"Investment income total":21220,"Net investment gain":43802,"Income from invest bond proceeds":0},"Other revenues":{"value":6491,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":6491,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":167456,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":167456,"Management services":0,"Legal":0,"Accounting":3325,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1558,"Office expenses":4723,"Information technology":3262,"Royalties":0,"Occupancy":85399,"Travel":0,"Conferences and meetings":33949,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":9370,"Insurance":4182,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":21688,"LIBRARY":9908,"PRINTING & PUBLICATIONS":8105,"MEMBERSHIP EXPENSE":3546,"OTHER":129},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":154986,"Management And General Expenses":12470,"Fundraising Expenses":0}},"Assets":{"value":1793656,"Non-interest bearing cash":12688,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":485912,"Investments publicly traded":1287376,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7680},"Liabilities":{"value":579,"Sum of Total Liabilities":0,"Accounts payable, accrued":579,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1793077,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":399927,"Temporarily restricted net assets":840264,"Permanently restricted net assets":552886},"Ratings":{"Program Expense Ratio":{"score":0.9255326772405885,"percentile":0.8103101109294064},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.32188674355319424,"percentile":0.8480654634224085},"Liabilities to Assets Ratio":{"score":0.00032280437274482957,"percentile":0.580512279735773},"Operating Reserve Ratio":{"score":10.711207720236958,"percentile":0.8985346159123845},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.0003820385751040353,"percentile":0.32578935236559353},"Revenue Growth":{"score":0.1807026691495965,"percentile":0.8807439056108444},"Asset Growth":{"score":0.06509037519562312,"percentile":0.5814145177212127},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7710383677218197,"percentile":0.93752258576993}},"source_xml":"201602179349301325_public.xml"},{"Organization":{"value":null,"Person":["Christine Pattillo","Roger Prince","Matthew Berry","Evan Wilson","Cindy Thomson","Grant Din","Jennifer Dix","Ron Madson","Keith Montgomery","Carly Morgan","Jim Sorenson","Robert Trapp","Adelle Treakle"],"Title":["President","Vice President","Treasurer","Recording Secty","Corresp Secty","Director","Director","Director","Director","Director","Director","Director","Director"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2024,"name":"California Genealogical Society","phone":5106631358,"website":"www.californiaancestors.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Roger Prince","year_formation":1921,"state_legal_domicile":"CA","total_volunteers":100,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"2201 Broadway LL2, Oakland, CA, 94612, USA","city":"Oakland","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":376532,"Contributions":{"value":89261,"Other contributions":50746,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":38515,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":25605,"Total revenue":{"value":25605,"Library, rsrch & lookups":1426,"Seminar & tour fees":24179},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":260876,"Investment income total":260876,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":790,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":790,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":217955,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":217955,"Management services":0,"Legal":0,"Accounting":2984,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":288,"Office expenses":6294,"Information technology":1276,"Royalties":0,"Occupancy":156030,"Travel":0,"Conferences and meetings":21888,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":4813,"Insurance":5357,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":19025,"Printing & publications":8121,"Library purchases":6826,"Library operations":2559,"Other expenses":1519},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":205402,"Management And General Expenses":11101,"Fundraising Expenses":1452}},"Assets":{"value":2499563,"Non-interest bearing cash":38381,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":7392,"Investments publicly traded":2446110,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7680},"Liabilities":{"value":3673,"Sum of Total Liabilities":0,"Accounts payable, accrued":3673,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2495890,"Net assets without donor restriction":2495890,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.942405542428483,"percentile":0.8344521601830295},"Fundraising Efficiency":{"score":61.47451790633609,"percentile":0.8118226146964709},"Operating Margin":{"score":0.42115145591875325,"percentile":0.8930633122729243},"Liabilities to Assets Ratio":{"score":0.001469456861059313,"percentile":0.5627780700158792},"Operating Reserve Ratio":{"score":11.468252620953866,"percentile":0.904630901494849},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.018544411665393636,"percentile":0.3986684672935156},"Revenue Growth":{"score":0.02037130767437421,"percentile":0.46657153391896805},"Asset Growth":{"score":0.042284810964228654,"percentile":0.4964900175982743},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7565011202301061,"percentile":0.9238038366261144}},"source_xml":"202541159349300324_public.xml"},{"Organization":{"value":null,"Person":["Chris Patillo","Joanna Shear","Evan Wilson","Cindy Thomson","Matthew B Berry","Grant Din","Jennifer Dix","Ron Madson","Keith Montgomery","Carly Morgan","Roger Prince","Jim Sorenson","Adelle Treakle","Jacqueline Henderson"],"Title":["President","Vice president","Recording Secretary","Corresp Secretary","Treasurer","Director","Director","Director","Director","Director","Director","Director","Director","Director"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2023,"name":"California Genealogical Society","phone":5106631358,"website":"www.californiaancestors.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1921,"state_legal_domicile":"CA","total_volunteers":100,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"2201 BROADWAY STE LL2, Oakland, CA, 946123031, USA","city":"Oakland","state":"CA","country":"USA","zip_code":946123031},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":303004,"Contributions":{"value":115659,"Other contributions":76279,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":39380,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":36702,"Total revenue":{"value":36702,"VARIOUS":36702},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":148666,"Investment income total":58999,"Net investment gain":89667,"Income from invest bond proceeds":0},"Other revenues":{"value":1977,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":1977,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":208561,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":208561,"Management services":0,"Legal":0,"Accounting":4124,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":288,"Office expenses":11089,"Information technology":1748,"Royalties":0,"Occupancy":139397,"Travel":0,"Conferences and meetings":26279,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":2965,"Insurance":4771,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":16360,"Printing & Publications":3659,"Library purchases":3496,"Membership management":4708,"Library operations":4497},"All other expenses":1540},"Functional Expenses":{"value":null,"Program Service Expenses":187309,"Management And General Expenses":19625,"Fundraising Expenses":1627}},"Assets":{"value":2338074,"Non-interest bearing cash":72193,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":2966,"Investments publicly traded":2255235,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7680},"Liabilities":{"value":761,"Sum of Total Liabilities":0,"Accounts payable, accrued":761,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2337313,"Net assets without donor restriction":2337313,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8981017544027886,"percentile":0.7674480194629953},"Fundraising Efficiency":{"score":71.08727719729563,"percentile":0.830046553513499},"Operating Margin":{"score":0.3116889546012594,"percentile":0.8422741736314929},"Liabilities to Assets Ratio":{"score":0.0003254815715841329,"percentile":0.5804569729922833},"Operating Reserve Ratio":{"score":11.21050436083448,"percentile":0.9026120095977191},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.009141649465980381,"percentile":0.3592923228000662},"Revenue Growth":{"score":0.0007827057739865598,"percentile":0.37334088124056686},"Asset Growth":{"score":0.04982614541237631,"percentile":0.5260984062305236},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7231541109958309,"percentile":0.8841200764021476}},"source_xml":"202410929349300401_public.xml"},{"Organization":{"value":null,"Person":["Chris Patillo","Marisela Meskus","Linda Okazaki","Grant Din","Jennifer Dix","Theresa Murphy","Stacy Hoover Haines","Richard Kehoe","Stewart Traiman","Joanna Shear","Arlene Miles","James Sorenson","Maureen Hanlon","Matthew Berry"],"Title":["Director","Director","Past President","Director","Director","Director","Director","Director","Recording Secretary","Corresponding Secretary","Director","President","Vice President","Treasurer"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,15.0,15.0,15.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2020,"name":"California Genealogical Society","phone":null,"website":"www.californiaancestors.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"James Sorenson","year_formation":1898,"state_legal_domicile":"CA","total_volunteers":30,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"2201 Broadway STE LL2, Oakland, CA, 94612, USA","city":"Oakland","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":166885,"Contributions":{"value":109165,"Other contributions":69175,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":39990,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":14317,"Total revenue":{"value":14317,"Educational Seminars":11866,"Other Library Income":85,"Research":2176,"User Lookup Fees":190},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":42147,"Investment income total":42147,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":1256,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":1256,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":153957,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":153957,"Management services":0,"Legal":0,"Accounting":4159,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":5543,"Office expenses":3839,"Information technology":167,"Royalties":0,"Occupancy":117125,"Travel":0,"Conferences and meetings":2602,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":266,"Insurance":4817,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":14384,"Printing & Publications":4506,"Library Purchases":4018,"Membership Expense":3331,"Library Operations":2529},"All other expenses":1055},"Functional Expenses":{"value":null,"Program Service Expenses":137872,"Management And General Expenses":16085,"Fundraising Expenses":0}},"Assets":{"value":2615386,"Non-interest bearing cash":41376,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":482358,"Investments publicly traded":2083971,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7681},"Liabilities":{"value":676,"Sum of Total Liabilities":0,"Accounts payable, accrued":676,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2614710,"Net assets without donor restriction":2614710,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8955227758400073,"percentile":0.7634307557216856},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.07746651886029302,"percentile":0.5821436454269782},"Liabilities to Assets Ratio":{"score":0.0002584704513979963,"percentile":0.5818674997910634},"Operating Reserve Ratio":{"score":16.987769312210553,"percentile":0.9351232423363449},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.01706482856868413,"percentile":0.2676475855633371},"Revenue Growth":{"score":0.004177513109527829,"percentile":0.38832722865539465},"Asset Growth":{"score":0.07474202873918662,"percentile":0.6127670335567158},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6612138921663272,"percentile":0.7686275231317281}},"source_xml":"202110829349300841_public.xml"},{"Organization":{"value":null,"Person":["Felicia Addison","Matthew Berry","Marisela Meskus","Richard Kehoe","Arlene Miles","VICTORIA KOLAKOWSKI","MAUREEN HANLON","KATHLEEN JONES","STEWART TRAIMAN","Nancy Cork","Linda Okazaki","VICTORIA KOLAKOWSKI","MAUREEN HANLON","KATHLEEN JONES","STEWART TRAIMAN","NANY CORK","FELICIA ADDISON","MATTHEW BERRY","MARISELA MESKUS","RICHARD KEHOE","ARLENE MILES","LINDA OKAZAKI"],"Title":["Director","Director","Director","Director","Director","President","Vice President","Treasurer","Recording Sec","Corresp Secreta","Past President","PRESIDENT","VICE PRESIDENT","TREASURER","RECORDING SECRETARY","CORRESPONDING SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PAST PRESIDENT"],"Hours":[5.0,5.0,5.0,5.0,5.0,15.0,15.0,15.0,5.0,5.0,5.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0,0.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2018,"name":"CALIFORNIA GENEALOGICAL SOCIETY","phone":5106631358,"website":"WWW.CALIFORNIAANCESTORS.ORG/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":null,"state_legal_domicile":null,"total_volunteers":null,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"2201 BROADWAY, OAKLAND, CA, 94612, USA","city":"OAKLAND","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":11,"Number of independent voting members":11,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":238630,"Contributions":{"value":84499,"Other contributions":46999,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":37500,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":60850,"Total revenue":{"value":60850,"EDUCATIONAL SEMINARS":57210,"OTHER LIBRARY INCOME":545,"RESEARCH":2660,"USER LOOKUP FEES":435},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":90952,"Investment income total":81819,"Net investment gain":9133,"Income from invest bond proceeds":0},"Other revenues":{"value":2329,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":2329,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":172637,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":172637,"Management services":0,"Legal":0,"Accounting":1865,"Lobbying services":0,"Investment management fees":0,"Other services":682,"Advertising":1354,"Office expenses":6360,"Information technology":2871,"Royalties":0,"Occupancy":101222,"Travel":0,"Conferences and meetings":36401,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":174,"Insurance":4347,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":16297,"PRINTING & PUBLICATIONS":7762,"MEMBERSHIP EXPENSE":3350,"LIBRARY PURCHASES":3270,"LIBRARY OPERATIONS":1915},"All other expenses":1064},"Functional Expenses":{"value":null,"Program Service Expenses":159475,"Management And General Expenses":13162,"Fundraising Expenses":0}},"Assets":{"value":2257889,"Non-interest bearing cash":36648,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":482680,"Investments publicly traded":1730879,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7682},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2257889,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2257889,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9237591014672405,"percentile":0.8077400852311634},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.2765494698906257,"percentile":0.8201437265409047},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":13.078824353991322,"percentile":0.9156527578689798},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.0008057764403788003,"percentile":0.32738189598809253},"Revenue Growth":{"score":0.14124536388226738,"percentile":0.8368624559087151},"Asset Growth":{"score":0.08043269227941803,"percentile":0.6299660734877245},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7898213513704861,"percentile":0.9523014537086459}},"source_xml":"201901589349300725_public.xml"},{"Organization":{"value":null,"Person":["James Sorenson","Joanna Shear","Evan Wilson","Cindy Thomson","Matthew B Berry","Grant Din","Jenifer Dix","Jacqueline Henderson","Ron Madson","Carly Morgan","Roger Prince","Christine Patillo","Adelle Treakle","Larry Youngman"],"Title":["President","Vice President","Recording Secty","Corresp. Secty","Treasurer","Director","Director","Director","Director","Director","Director","Director","Director","Director"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2022,"name":"California Genealogical Society","phone":5106631358,"website":"www.californiaancestors.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"James Sorenson","year_formation":1921,"state_legal_domicile":"CA","total_volunteers":100,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"2201 Broadway LL2, Oakland, CA, 94612, USA","city":"Oakland","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":240880,"Contributions":{"value":101189,"Other contributions":57449,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":43740,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":38536,"Total revenue":{"value":38536,"Educational seminars":35683,"Library, research, & fees":2853},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":97441,"Investment income total":45025,"Net investment gain":52416,"Income from invest bond proceeds":0},"Other revenues":{"value":3714,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":3714,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":190023,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":190023,"Management services":0,"Legal":0,"Accounting":2804,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":288,"Office expenses":7158,"Information technology":1613,"Royalties":0,"Occupancy":129077,"Travel":0,"Conferences and meetings":23908,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":56,"Insurance":7576,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":17543,"Printing and Publications":6691,"Library purchases":5506,"Library operations":2957,"Other expenses":2389},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":174370,"Management And General Expenses":13989,"Fundraising Expenses":1664}},"Assets":{"value":2642418,"Non-interest bearing cash":53725,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":113,"Investments publicly traded":2099029,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":489551},"Liabilities":{"value":1033,"Sum of Total Liabilities":0,"Accounts payable, accrued":1033,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2641385,"Net assets without donor restriction":2641385,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9176257610920783,"percentile":0.798596867875585},"Fundraising Efficiency":{"score":60.81069711538461,"percentile":0.8103901988965022},"Operating Margin":{"score":0.21113002324809033,"percentile":0.7672136286070477},"Liabilities to Assets Ratio":{"score":0.00039092982260944333,"percentile":0.5791502999673895},"Operating Reserve Ratio":{"score":13.905779826652562,"percentile":0.9204875896754798},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.0009155230229284662,"percentile":0.31823151822492013},"Revenue Growth":{"score":-0.015146057882369904,"percentile":0.3121362005302013},"Asset Growth":{"score":0.06394353942167849,"percentile":0.5775292718149773},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7115330884750976,"percentile":0.8671175787934644}},"source_xml":"202332269349300863_public.xml"},{"Organization":{"value":null,"Person":["Lisa Gorrell","Stephen G Harris","Jim Sorenson","Edie Daly","Henry Synder","Diana Edwards","Shannon Reese","Karen Tracy Lemelin","Kim Cotton","Ellen Fernandez-Sacco","Nicka Smith","Jeffrey Vaillant"],"Title":["Director","Past Pres","Director","Treasurer","Director","Director","Director","Director","Director","Director","Director","President"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2013,"name":"California Genealogical Society","phone":5106631358,"website":"http://www.californiaancestors.org/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Ellen Fernandez-Sacco","year_formation":1898,"state_legal_domicile":"CA","total_volunteers":100,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"2201 Broadway, Oakland, CA, 94612, USA","city":"Oakland","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":174166,"Contributions":{"value":68308,"Other contributions":18466,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":49842,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":95782,"Total revenue":{"value":95782,"Educational seminars":90559,"Other library income":1655,"Research":2727,"User lookup fees":841},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2682,"Investment income total":2682,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":7394,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":7394,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":163358,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":163358,"Management services":0,"Legal":0,"Accounting":2968,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":604,"Office expenses":5487,"Information technology":1856,"Royalties":0,"Occupancy":90662,"Travel":0,"Conferences and meetings":45070,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":3682,"Insurance":3992,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":9037,"Library":4677,"Printing and Publications":3424,"Membership expense":876,"Research":60},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":154868,"Management And General Expenses":8490,"Fundraising Expenses":0}},"Assets":{"value":1571695,"Non-interest bearing cash":41553,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":2344,"Land, building, equipment":431318,"Investments publicly traded":1091615,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":4865},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1571695,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":1571695,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9480282569571126,"percentile":0.8424403663812201},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.06205573992627723,"percentile":0.5510421611032635},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":9.621169456041333,"percentile":0.888343152611858},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8179145389161814,"percentile":0.968552008916117}},"source_xml":"201413159349302561_public.xml"},{"Organization":{"value":null,"Person":["LINDA OKAZAKI","DIANA EDWARDS","LISA GORRELL","KAREN TRACY LEMELIN","KATHLEEN JONES","JIM SORENSON","SHANNON REESE","FELICIA ADDISON","ELLEN FERNANDEZ-SACCO","VICKY KOLAWSKI","NICKA SMITH","TODD ARMSTRONG","THERESE HART-PIGNOTTI","STEWART TRAIMAN","MAUREEN HANLON"],"Title":["PRESIDENT","VICE PRESIDENT","RECORDING SECRETARY","CORR SECRETARY","TREASURER","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[15.0,15.0,5.0,5.0,15.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2016,"name":"CALIFORNIA GENEALOGICAL SOCIETY","phone":5106631358,"website":"WWW.CALIFORNIAANCESTORS.ORG/","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"LINDA OKAZAKI","year_formation":1898,"state_legal_domicile":"CA","total_volunteers":0,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"2201 BROADWAY LL2, OAKLAND, CA, 946123031, USA","city":"OAKLAND","state":"CA","country":"USA","zip_code":946123031},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":294343,"Contributions":{"value":122350,"Other contributions":84585,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":37765,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":65935,"Total revenue":{"value":65935,"EDUCATIONAL SEMINARS":59998,"RESEARCH":4116,"OTHER LIBRARY INCOME":1170,"USER LOOKUP FEES":651},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":102115,"Investment income total":35220,"Net investment gain":66895,"Income from invest bond proceeds":0},"Other revenues":{"value":3943,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":3943,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":182959,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":182959,"Management services":0,"Legal":0,"Accounting":3094,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":1446,"Office expenses":4576,"Information technology":2325,"Royalties":0,"Occupancy":99217,"Travel":0,"Conferences and meetings":47048,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":2886,"Insurance":4866,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":17341,"LIBRARY":9151,"PRINTING & PUBLICATIONS":4705,"MEMBERSHIP EXPENSE":1998,"OTHER":1487},"All other expenses":160},"Functional Expenses":{"value":null,"Program Service Expenses":171628,"Management And General Expenses":11331,"Fundraising Expenses":0}},"Assets":{"value":1888929,"Non-interest bearing cash":33499,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":483026,"Investments publicly traded":1364724,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7680},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1888929,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":495779,"Temporarily restricted net assets":840264,"Permanently restricted net assets":552886},"Ratings":{"Program Expense Ratio":{"score":0.9380680917582628,"percentile":0.8282350382251294},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3784156579228995,"percentile":0.8758883554436718},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":10.32432949458622,"percentile":0.8951332175619748},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.032643495681427305,"percentile":0.46033422422088754},"Revenue Growth":{"score":0.18897055877337868,"percentile":0.8878679429797044},"Asset Growth":{"score":0.05686149931025069,"percentile":0.5524854443459131},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8203638171356913,"percentile":0.9697375181061131}},"source_xml":"201712369349300136_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["Christine Pattillo","Roger Prince","Matthew Berry","Evan Wilson","Cindy Thomson","Grant Din","Jennifer Dix","Ron Madson","Keith Montgomery","Carly Morgan","Jim Sorenson","Robert Trapp","Adelle Treakle"],"Title":["President","Vice President","Treasurer","Recording Secty","Corresp Secty","Director","Director","Director","Director","Director","Director","Director","Director"],"Hours":[5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0,5.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2024,"name":"California Genealogical Society","phone":5106631358,"website":"www.californiaancestors.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Roger Prince","year_formation":1921,"state_legal_domicile":"CA","total_volunteers":100,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"2201 Broadway LL2, Oakland, CA, 94612, USA","city":"Oakland","state":"CA","country":"USA","zip_code":94612},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":376532,"Contributions":{"value":89261,"Other contributions":50746,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":38515,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":25605,"Total revenue":{"value":25605,"Library, rsrch & lookups":1426,"Seminar & tour fees":24179},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":260876,"Investment income total":260876,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":790,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":790,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":217955,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":217955,"Management services":0,"Legal":0,"Accounting":2984,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":288,"Office expenses":6294,"Information technology":1276,"Royalties":0,"Occupancy":156030,"Travel":0,"Conferences and meetings":21888,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":4813,"Insurance":5357,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":19025,"Printing & publications":8121,"Library purchases":6826,"Library operations":2559,"Other expenses":1519},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":205402,"Management And General Expenses":11101,"Fundraising Expenses":1452}},"Assets":{"value":2499563,"Non-interest bearing cash":38381,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":7392,"Investments publicly traded":2446110,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7680},"Liabilities":{"value":3673,"Sum of Total Liabilities":0,"Accounts payable, accrued":3673,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2495890,"Net assets without donor restriction":2495890,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.942405542428483,"percentile":0.8344521601830295},"Fundraising Efficiency":{"score":61.47451790633609,"percentile":0.8118226146964709},"Operating Margin":{"score":0.42115145591875325,"percentile":0.8930633122729243},"Liabilities to Assets Ratio":{"score":0.001469456861059313,"percentile":0.5627780700158792},"Operating Reserve Ratio":{"score":11.468252620953866,"percentile":0.904630901494849},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.018544411665393636,"percentile":0.3986684672935156},"Revenue Growth":{"score":0.02037130767437421,"percentile":0.46657153391896805},"Asset Growth":{"score":0.042284810964228654,"percentile":0.4964900175982743},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7565011202301061,"percentile":0.9238038366261144}},"source_xml":"202541159349300324_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}