Groberg Holbrook Genealogical Organ

Nonprofit profile at a glance

EIN
742411971
IRS 990 coverage
2025–2025
Forms available
Form 990 2025, Form 990-N 2024
Location
Sandy, UT, USA
Phone
2088214961
Rating
59
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$297,076
Expenses
$11,790
Assets
$287,006
Liabilities
$0

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

Leadership & pay

2 people listed

People named in this filing

  • JOHN H GROBERG (DIRECTOR)
  • MARILYN POWELL (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

Religious/genealogical/charitable research

What it reported doing in 2025

1) the organization funds research into the genealogy of delbert v. Groberg and jennie holbrook groberg, including members of their immediate families and the immediate families of their ancestors or descendants. The information located is filed in the archives and library of the church of jesus christ of latter-day saints (the "church") for public use. 2) whenever new ancestors are discovered, members of the organization do temple ordinances (performance of sacred religious rites on behalf of the ancestors) in the temples of the church, or the members arrange for other church members to do the temple ordinances, in accordance with the beliefs and practices of the church. 3) no member of the organization is, or will be, given any compensation for any information or work performed. Funds received by the organization are disbursed to toher exempt organizations engaged in genealogy, or are paid to research companies of professionals in return for professional services.

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
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

MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 36
  • Transparency & Controls: 90
  • Accountability: 64
  • Sustainability: 92
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 5.1%; rating input score 5
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th 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: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 96%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 24.34; rating input score 96; 96th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 5.1% of revenue deployed · 100% of spending went to programs
  • Governance: 2 of 2 board members independent · 1 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $12K in reported program spending
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 2 filed schedules
  • 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.

  • High — Financial Efficiency: Mission deployment rate scored 5/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.