Maine Genealogical Society

Nonprofit profile at a glance

EIN
010349013
IRS 990-EZ coverage
2016–2025
Forms available
Form 990-EZ 2025
Location
Wells, ME, USA
Phone
2074675557
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$52,220
Expenses
$48,811
Assets
$210,364
Liabilities
$261

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

Leadership & pay

9 people listed

Executive titles in this filing

  • PETER M SMITH (PRESIDENT)

People named in this filing

  • PETER M SMITH (PRESIDENT)
  • CHARLENE FOX CLEMMONS (SECRETARY)
  • TERRY GERALD (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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Collect, exchange, preserve & publish genealogical records.

What it reported doing in 2025

Genealogy annual meeting and conference entitled "the legal genealogist" featuring judy russell. Publication of the Maine genealogist-quarterly journal of the Maine genealogical society and the quarterly newsletter, each of which are mailed to over 1,000 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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.5%; rating input score 81
  • Program expense ratio: 86.4%; rating input score 86

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 6.5%; rating input score 56; 56th percentile among comparable filings
  • Total-asset coverage ratio: 4.31; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 30; 30th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 0.7% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 4.6% per year; rating input score 100; 68th percentile among comparable filings
  • Asset growth: 3.2% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 81.5% of revenue deployed · 86.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $42K in reported program spending
  • Leadership: top reported pay $0 · 9 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2016 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.

  • Review — Sustainability: Operating margin scored 56/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 30/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.