philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Minnesota Genealogical Society

Tax-deductible

Mendota Hts, MN501(c)(3)EIN 41-1298392Revenue $151K in FY2024

On file with the IRSmngs.org1385 Mendota Heights Rd Ste 100, 55120-1367 · Mendota Hts, MNTax-exempt since Dec 1991Publicly supported — 509(a)(2)

Tell your story. Claim this org

Provide Genealogical education, publish Genealogical articles and materials and support a Genealogical research library for group members and the public.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 100 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $102K a year · 58% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $11K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$151K
+35% vs prior year
Spent
$324K
To programs
79%
Net assets
$1.6M
By yearFY2020–FY2024
Revenue
$151K
FY2024▲ +35%
Tap a bar for its year
Revenue by fiscal year
FY2020$297K
FY2021$226K
FY2022$94K
FY2023$112K
FY2024$151K
Expenses
$324K
FY2024▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$236K
FY2021$254K
FY2022$269K
FY2023$309K
FY2024$324K
Net assets
$1.6M
FY2024▼ -8%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.3M
FY2021$2.3M
FY2022$1.9M
FY2023$1.8M
FY2024$1.6M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1991.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $255K Management & general 21% · $69K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to fix it

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Denny Kalvig
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Phil Dreyer
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Mike Amidon
Director
$0Pt VII · Sec A
Lynn Tenney
Director
$0Pt VII · Sec A
See Minnesota Genealogical Society executive salaries →

On this list? Claim this org

Something off? Claim to fix it

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates on genealogy, publishes research, and offers a library for members and the public.

Questions for Minnesota Genealogical Society

Tap to ask. Minnesota Genealogical Society sees how many people are interested.

Your first name shows with your question. Minnesota Genealogical Society answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $255K · in their own filed words · FY2024
01

Genealogical journals, newsletters and web sites published, including how- to articles, seminar classes and other resources. Maintain a genealogical library housing materals for family history and research. Provide classes, conferences, seminars and other training on resources to use in researching family histories.

$255Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Donor Advised Charitable Giving INCFY2023$11K
Total grants receivedfrom 1 funder$11K

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$151K
Ln 12
Gifts and grantsLn 1h$73K
Investment incomeLn 3$44K
Fees for servicesLn 2g$31K
Money outPt IX
$324K
Ln 25
Programscol B$255K
Managementcol C$69K
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$24K
Total assetsLn 16$1.6M
LiabilitiesLn 26$4K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$73K
Fees for servicesLn 2g$31K
Investment incomeLn 3$44K
Other incomeLn 4–11$3K
Gains on assetsLn 7$3K
Total revenueLn 12$151K
Assets in detailPt X, end of year
CashLn 1$24K
Cash and savings togetherLn 1–2$24K
InvestmentsLn 11–13$999K
Land, buildings, equipmentLn 10c$610K
Total assetsLn 16$1.6M
LiabilitiesLn 26$4K
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 6100
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$34K$24K
InvestmentsLn 11–13$1.1M$999K
Land, buildings, equipmentLn 10c$610K$610K
Total assetsLn 16$1.8M$1.6M
LiabilitiesLn 26$6K$4K
Net assetsLn 32$1.8M$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$49K$25K$23K
Payroll taxesLn 10$3K$3K
Management feesLn 11a$3K$3K
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$8K$8K
Office expensesLn 13$19K$19K
Information technologyLn 14$2K$2K
OccupancyLn 16$106K$84K$22K
Conferences, conventions and meetingsLn 19$33K$33K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$92K$90K$2K
All other expensesLn 24e$3K$2K$1K
Total functional expensesLn 25$324K$255K$69K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $151K$324K−$173K$1.6M 990 PDF
FY2023 $112K$309K−$198K$1.8M 990 PDF
FY2022 $94K$269K−$174K$1.9M 990 PDF
FY2021 $226K$254K−$28K$2.3M 990 PDF
FY2020 $297K$236K$61K$2.3M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $150,891 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $59,849$73,205
I-9 Program service revenuePrior year $31,110$31,110
I-10 Investment incomePrior year $18,776$43,930
I-11 Other revenuePrior year $2,063$2,646
I-12 Total revenuePrior year $111,798$150,891
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $25,904$52,167
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $283,441$271,565
I-18 Total expensesPrior year $309,345$323,732
I-19 Revenue less expensesPrior year −$197,547−$172,841
Part VI · Governance 11 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $150,891 across 8 lines filed
VIII-1b Membership dues$36,914
VIII-1f All other contributions, gifts and grants$36,291
VIII-1h Total contributions, gifts and grants$73,205
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $31,110$31,110
VIII-3 Investment incomeExcluded from tax $40,685$40,685
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,245$3,245
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,646$2,646
VIII-12 Total revenueRelated to mission $33,756 · Excluded from tax $43,930$150,891
Part IX · Statement of functional expenses $323,732 across 12 lines filed
IX-7 Other salaries and wagesPrograms $25,288 · Management $23,400$48,688
IX-10 Payroll taxesManagement $3,479$3,479
IX-11a Management feesManagement $3,227$3,227
IX-11c Accounting feesManagement $1,950$1,950
IX-11f Investment management feesManagement $8,266$8,266
IX-13 Office expensesPrograms $18,584$18,584
IX-14 Information technologyPrograms $2,391$2,391
IX-16 OccupancyPrograms $83,563 · Management $22,264$105,827
IX-19 Conferences, conventions and meetingsPrograms $33,337$33,337
IX-23 InsuranceManagement $2,464$2,464
IX-24 Other expenses (24a–d)Programs $90,264 · Management $2,111$92,375
IX-24e All other expensesPrograms $1,781 · Management $1,363$3,144
IX-25 Total functional expensesPrograms $255,208 · Management $68,524 · Fundraising $0$323,732
Part X · Balance sheet $1,634,662 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $34,073$23,812
X-8 Inventories for sale or useStart of year $833$833
X-9 Prepaid expenses and deferred chargesStart of year $581$581
X-10c Land, buildings and equipment, netStart of year $610,038$610,038
X-11 Publicly traded securitiesStart of year $1,141,661$999,398
X-16 Total assetsStart of year $1,787,186$1,634,662
X-17 Accounts payable and accrued expensesStart of year $6,308$4,474
X-26 Total liabilitiesStart of year $6,308$4,474
X-27 Net assets without donor restrictionsStart of year $1,780,878$1,630,188
X-32 Total net assets or fund balancesStart of year $1,780,878$1,630,188
X-33 Total liabilities and net assetsStart of year $1,787,186$1,634,662
Part XI · Reconciliation of net assets $1,630,188 net assets at year end
XI-1 Total revenue$150,891
XI-2 Total expenses$323,732
XI-3 Revenue less expenses−$172,841
XI-4 Net assets at start of year$1,780,878
XI-5 Net unrealized gains (losses) on investments$22,151
XI-10 Net assets at end of year$1,630,188

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.