American-canadian Genealogical Society of Nhinc

Nonprofit profile at a glance

EIN
510185878
IRS 990 coverage
2020–2025
Forms available
Form 990 2025
Location
Manchester, NH, USA
Phone
6036221554
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$75,524
Expenses
$129,979
Assets
$614,053
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • JO ANN ZURWELL (PRESIDENT)
  • JEANNINE LEVESQUE (VICE PRESIDENT)

People named in this filing

  • KATHY PASKO (DIRECTOR)
  • STEVE LEFOLEY (DIRECTOR)
  • DENIS JOYAL (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Maintain a genealogical research library, publish a monthly newsletter, publish an online journal 3 times a year, maintain a facebook page and a website, provide paid research services to members, provide education and outreach, self-publish genealogy related books.

What it reported doing in 2025

The physical research library was open to members (and non-members for a fee) for their research needs. In addition, many of the genealogical sources at the library are on the web for members. Constant digitization continues to have all research sources on the web. A monthly newsletter is provided to members, as well as a facebook page. The organization maintains a website. An online journal is published 3 times per year containing various genealogical information. Research services are available for a fee. Education outreach programs provide a webcast by a professional genealogical speaker on various topics monthly. The association also makes an effort to collect information from various catholic parishes which it then publishes for the members.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 50
  • Transparency & Controls: 77
  • Accountability: 82
  • Sustainability: 39
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69.1%; rating input score 69
  • Program expense ratio: 35.3%; rating input score 35
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 76.9%; rating input score 77; 1st percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -72.1%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 4.72; rating input score 51; 51st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 32% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: 2.3% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: -4.7% per year; rating input score 0; 20th percentile among comparable filings

Details

  • Where the money goes: 69.1% of revenue deployed · 35.3% of spending went to programs
  • Governance: 10 of 10 board members independent · 4 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $46K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 16 of 17 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Program expense ratio scored 35/100.
  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • High — Sustainability: Operating margin scored 21/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 51/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.