Anchorage Genealogical Society

Nonprofit profile at a glance

EIN
920143639
IRS 990-EZ coverage
2009–2024
Forms available
Form 990-EZ 2024, Form 990-N 2008
Location
Anchorage, AK, USA
Phone
9079472482
Rating
70
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Reported finances

Revenue
$3,845
Expenses
$5,188
Assets
$9,690
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Gretchen Bersch (President)
  • Joel Hayes (Vice-President)

People named in this filing

  • Gretchen Bersch (President)
  • Joel Hayes (Vice-President)
  • Charles Pannone (Treasurer)

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

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the Anchorage Genealogical Society is to foster the research for genealogical information in any way possible, not only for the members of the Society, but for anyone who is interested and needs help. The Anchorage Genealogical Society should become a true service organization dedicated to the education and training of genealogists who can, in turn, educate and train others.

What it reported doing in 2024

The Anchorage Genealogical Society held monthly educational meetings for members, monthly education sessions at local libraries to assist the public, and an annual educational seminar open to all.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 69% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 82
  • Sustainability: 41
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 78.2%; rating input score 78
  • Program expense ratio: 57.9%; rating input score 58

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -34.9%; rating input score 17; 17th percentile among comparable filings
  • Total-asset coverage ratio: 1.87; rating input score 63; 63rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.8% per year; rating input score 0; 40th percentile among comparable filings
  • Revenue growth: -5.3% per year; rating input score 0; 34th percentile among comparable filings
  • Asset growth: -6.6% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 78.2% of revenue deployed · 57.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $3K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 14 filing years from 2009 to 2024
  • 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.

  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 17/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.