California Genealogical Society

Analysis

California Genealogical Society is a registered charity in United States, based in Berkeley, CA. It received its IRS tax-exemption ruling in November 1966, 60 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, California Genealogical Society reported income of $303k and spending of $209k, leaving 31% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $172k to $303k (+76%), an average of +15% a year. The sharpest change came in the year to December 2022, when income rose by 50%. Over the whole period it spent 83% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, California Genealogical Society sits at the 60th percentile: it is larger than about 60% of them. Against every charity in United States with reported income it ranks in the 62nd percentile, and in the 64th percentile within CA. Charities of a similar size with the same main cause include Sunshine Enrichment Cooperative ($303k), Tennessee Valley Outreach Inc ($303k) and Olympic Music Festival ($303k).

On its Form 990 for the period ending December 2023, revenue came from contributions and grants 38% and program service revenue 12% of the total. At year end it held assets of $2.3m against liabilities of $761, net assets of $2.3m.