Texas State Genealogical Society

Nonprofit profile at a glance

EIN
510176824
IRS 990-EZ coverage
2017–2025
Forms available
Form 990-EZ 2025, Form 990-N 2016
Location
Austin, TX, USA
Phone
9032492493
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$87,348
Expenses
$92,900
Assets
$174,835
Liabilities
$1,267

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

Leadership & pay

8 people listed

Executive titles in this filing

  • SUSAN BALL (PAST PRESIDENT)
  • EMILY COFFMAN RICHARDSON (PRESIDENT)

People named in this filing

  • SUSAN KAUFMAN (DIRECTOR-AT-LARGE)
  • SANDRA CROWLEY (DEVELOPMENT DIR)
  • MICHELE BAILEY (EDUCATION DIR)

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

The purposes of the society shall be: to promote, develop, and preserve genealogical and historical resources of and for Texas; to improve communications among genealogical societies in Texas; to cooperate with local, regional, national, and statewide groups in promoting family heritage; and to advance the education of family historians as they pursue their past.

What it reported doing in 2025

Educational - stirpes, the journal of the Texas state genealogical society is published quarterly inboth printed and digital format. It contains helpful case studies, family histories, book reviews, partner society news, and articles on various topics related toresearching family history. In 2025, all 840 members received stirpes, 28 of those were libraries that provide access to stirpes to their patrons.

Operating model

Revenue model
Earned-program. 65% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 99% 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: 85
  • Transparency & Controls: 82
  • Sustainability: 44
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.6%; rating input score 87
  • Program expense ratio: 81.4%; rating input score 81

Transparency & Controls

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

Sustainability

  • Operating margin: -6.4%; rating input score 33; 33rd percentile among comparable filings
  • Total-asset coverage ratio: 1.88; rating input score 64; 64th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 26; 26th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 4.6% per year; rating input score 100; 60th percentile among comparable filings
  • Revenue growth: 1.5% per year; rating input score 100; 56th percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 86.6% of revenue deployed · 81.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $76K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 9 filing years from 2017 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 — Sustainability: Operating margin scored 33/100.
  • High — Sustainability: Liabilities to assets ratio scored 26/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.