Nonprofit · EIN 23-0616400
GENEALOGICAL SOCIETY OF PENNSYLVANIA
Tax-exempt · PHILADELPHIA, PA 19116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $132,778 | $160,012 | -$27,234 | $1,868,659 | $43 | $1,868,616 |
| December 31, 2024 | 990 | $111,442 | $161,113 | -$49,671 | $1,608,597 | $69 | $1,608,528 |
| December 31, 2023 | 990 | $961,573 | $263,193 | $698,380 | $1,551,328 | $137 | $1,551,191 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $80,973
- Membership dues
- $48,308
- Program service revenue
- $17,652
- Investment income
- $34,153
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $878
- Other salaries and wages
- $44,893
- Salaries, compensation and benefits (total)
- $51,273
- Professional fundraising fees
- $0
- Accounting fees
- $4,144
- Occupancy
- $25,045
- Travel
- $5,425
- Program services (functional)
- $101,889
- Management and general (functional)
- $44,894
- Fundraising (functional)
- $13,229
Balance sheet and other
- Total assets, start of year
- $1,608,597
- Total assets, end of year
- $1,868,659
- Total liabilities, end of year
- $43
- Net assets, end of year
- $1,868,616
- Publicly traded securities
- $1,832,136
- Net assets without donor restrictions
- $1,681,259
- Net assets with donor restrictions
- $187,357
- Gross unrelated business income
- $177
- Gross receipts
- $132,778
- Employees
- 2
- Volunteers
- 20
- Year formed
- 1892
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Valerie Anne Lutz | President Officer | 15 | $0 |
| Shamele Jordan | 1st Vice President Officer | 5 | $0 |
| Kathyrn Donohue | 2nd Vice President Officer | 30 | $0 |
| Dawn Vanderwolf | Treasure Officer | 10 | $0 |
| Cheryl VanLeer | Secretary Officer | 1 | $0 |
| Joshua Blay | Director Trustee or director | 1 | $0 |
| Marlene Bransom | Director Trustee or director | 1 | $0 |
| Katherine Bucher | Director Trustee or director | 17 | $0 |
| Karen Ellingson | Director Trustee or director | 20 | $0 |
| Pam McCloskey | Director Trustee or director | 2 | $0 |
| Doug mondel | Director Trustee or director | 2 | $0 |
| Joshua Parry | Director Trustee or director | 10 | $0 |
| Frank Starup | Director Trustee or director | 3 | $0 |
| Marry Wible | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM BINGAMAN | – Trustee or director | 1 | $0 |
| MARLENE BRANSOM | – Trustee or director | 1 | $0 |
| KATHERINE BUCHER | – Trustee or director | 1 | $0 |
| JOSHUA BLAY | – Trustee or director | 1 | $0 |
| KAREN ELLINGSON | – Trustee or director | 1 | $0 |
| DOUG MONDEL | – Trustee or director | 1 | $0 |
| PAM MCCLOSKEY | – Trustee or director | 1 | $0 |
| MARY WIBLE | – Trustee or director | 1 | $0 |
| FRANK STRAUP | TREASURER Officer | 1 | $0 |
| VALERIE ANNE LUTZ | PRESIDENT Officer | 1 | $0 |
| SHAMELE JORDON | FIRST VICE PRESIDENT Officer | 1 | $0 |
| KATHRYN DONOHUE | SECOND VICE PRESIDENT Officer | 1 | $0 |
| CHERYL VANLEER | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALARIE ANN LUTZ | PRESIDENT Trustee or director, Officer | 1 | $0 |
| SHAMELE JORDON | 1ST VICE PRE Trustee or director, Officer | 1 | $0 |
| KATHRYN DONAHUE | 2ND VICE PRE Trustee or director, Officer | 1 | $0 |
| PAM PRACSER | SECRETARY Trustee or director, Officer | 1 | $0 |
| DEBORAH HOSKINS | TREASURER Trustee or director, Officer | 1 | $0 |
| TIM BINGAMAN | DIRECTOR Trustee or director | 1 | $0 |
| MARLENE BRANSOM | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE BUCHER | DIRECTOR Trustee or director | 1 | $0 |
| DEAN HENRY | DIRECTOR Trustee or director | 1 | $0 |
| LISA MINERD | DIRECTOR Trustee or director | 1 | $0 |
| DOUG MONDEL | DIRECTOR Trustee or director | 1 | $0 |
| FRANK STRAUP | DIRECTOR Trustee or director | 1 | $0 |
| CHERYL VANLEER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2100 BYBERRY RD STE 111, PHILADELPHIA, PA 19116-3026
- In care of
- % FRANK STRAUP
- Signed the 990
- Dawn Vanderwolf, Treasurer
- Phone
- (267) 686-2296
Mission
Promotion of genealogical education and research
Program accomplishments
- Promotion of genealogical education and research, Collection and prevention of registers of birth, Marriage and deaths kept by religious organization and individuals, Presentation of programs available to members and the general public on genealogical matters.Expenses $101,889 · revenue $17,475
- Sale of merchandise which display affiliation with the organization (for example, t-shirts and jackets with logo)revenue $177
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-0616400
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1939
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A83Z)
- Assets (IRS master file)
- $1,868,659
- Income (IRS master file)
- $132,778
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $132,778 | $160,012 | $1,868,659 | IRS |
| 990 | December 2024 | $111,442 | $161,113 | $1,608,597 | XML |
| 990 | December 2023 | $961,573 | $263,193 | $1,551,328 | XML |
| 990 | December 2022 | $116,799 | $219,932 | $1,479,948 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-0616400).
Questions about GENEALOGICAL SOCIETY OF PENNSYLVANIA
- What is the EIN of GENEALOGICAL SOCIETY OF PENNSYLVANIA?
- The employer identification number (EIN) of GENEALOGICAL SOCIETY OF PENNSYLVANIA is 23-0616400.
- Is GENEALOGICAL SOCIETY OF PENNSYLVANIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
- Are donations to GENEALOGICAL SOCIETY OF PENNSYLVANIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GENEALOGICAL SOCIETY OF PENNSYLVANIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GENEALOGICAL SOCIETY OF PENNSYLVANIA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GENEALOGICAL SOCIETY OF PENNSYLVANIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of GENEALOGICAL SOCIETY OF PENNSYLVANIA?
- The 990 for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does GENEALOGICAL SOCIETY OF PENNSYLVANIA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $132,778, expenses of $160,012 and total assets of $1,868,659 at year end.
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