West Valley Genealogical Society
Nonprofit profile at a glance
- EIN
- 237420438
- IRS 990-EZ coverage
- 2014–2024
- Forms available
- Form 990-EZ 2024
- Location
- Youngown, AZ, USA
- Phone
- 6239334945
- Rating
- 64
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $136,642
- Expenses
- $83,507
- Assets
- $466,556
- Liabilities
- $5,361
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- MARY LOU MCLEAN (PRESIDENT)
People named in this filing
- STEPHANIE SPARKS (1ST VICE PRE)
- DONNA SCOTT (TREASURER)
- JILL MITCHELL (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 society and it's library invite, welcome, and help persons who are interested in genealogy: regardless of race, creed, sex, age, disability, or national origin. The society's goals are to provide access to reliable research sources using the best technology practices, provide quality educational opportunites, encourage collarborative research, promote scholarly publication of research by the society and it's members, and archive and preserve geneaology records.
What it reported doing in 2024
Genealogy member services and publication of monthly newsletter for over 700 members.
Operating model
- Revenue model
- Donor-supported. 66% of the money available for current operations came from contributions and gifts.
- Distribution model
- Member-benefit provider. The nonprofit used 82% of its reported program spending for member benefits.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 44
- Transparency & Controls: 82
- Sustainability: 83
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 38.1%; rating input score 38
- Program expense ratio: 55.2%; rating input score 55
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 38.9%; rating input score 89; 89th percentile among comparable filings
- Total-asset coverage ratio: 5.59; rating input score 97; 97th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 41; 41st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 0.7% per year; rating input score 100; 32nd percentile among comparable filings
- Revenue growth: 4% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: 5.9% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: 38.1% of revenue deployed · 55.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $46K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 10 filing years from 2014 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.
- Moderate — Financial Efficiency: Mission deployment rate scored 38/100.
- Review — Financial Efficiency: Program expense ratio scored 55/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 41/100.