Nonprofit · EIN 52-0745713
NATIONAL GENEALOGICAL SOCIETY
Tax-exempt · RICHMOND, VA 23219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,753,402 | $2,478,227 | -$724,825 | $3,081,301 | $855,596 | $2,225,705 |
| September 30, 2024 | 990 | $2,570,190 | $2,170,618 | $399,572 | $3,885,503 | $934,973 | $2,950,530 |
| September 30, 2023 | 990 | $1,864,970 | $1,657,597 | $207,373 | $2,910,189 | $709,221 | $2,200,968 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $189,713
- Program service revenue
- $1,328,906
- Investment income
- $193,364
- Net gain from sales of assets
- -$786
- Net income from sales of inventory
- $39,145
- Other revenue
- $41,419
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $154,963
- Other salaries and wages
- $488,817
- Salaries, compensation and benefits (total)
- $715,019
- Professional fundraising fees
- $0
- Accounting fees
- $144,928
- Occupancy
- $3,053
- Travel
- $39,236
- Depreciation
- $94,347
- Program services (functional)
- $1,759,202
- Management and general (functional)
- $635,665
- Fundraising (functional)
- $83,360
Balance sheet and other
- Total assets, start of year
- $3,885,503
- Total assets, end of year
- $3,081,301
- Total liabilities, end of year
- $855,596
- Net assets, end of year
- $2,225,705
- Land, buildings and equipment
- $33,997
- Publicly traded securities
- $2,342,493
- Net assets without donor restrictions
- $1,073,394
- Net assets with donor restrictions
- $1,152,311
- Gross unrelated business income
- $7,030
- Gross receipts
- $1,800,679
- Employees
- 9
- Volunteers
- 150
- Year formed
- 1992
- State of legal domicile
- VA
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Matthew Menashes | Executive Director Officer | 40 | $154,963 | $6,314 |
| David E Rencher | President Trustee or director, Officer | 1 | $0 | $0 |
| Ellen Pinckney Balthazar | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Doug Klein | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Cheri Hudson Passey | Director Trustee or director | 1 | $0 | $0 |
| W Samuel Williams | Director Trustee or director | 1 | $0 | $0 |
| Marlis Humphrey | Director Trustee or director | 1 | $0 | $0 |
| Lisa Fanning | Director Trustee or director | 1 | $0 | $0 |
| Rebecca Whitman Koford | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Ed Donakey | Director Trustee or director | 1 | $0 | $0 |
| Karen Molohon | Vice President Trustee or director | 1 | $0 | $0 |
| Judy Nimer Muhn | Director Trustee or director | 1 | $0 | $0 |
| Kathryn Doyle | Director Trustee or director | 1 | $0 | $0 |
| Reem Awad-Rashmawi | Director Trustee or director | 1 | $0 | $0 |
| Andre Kearns | Director Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Dougan | Director Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Matthew Menashes | Executive Director Officer | 40 | $146,961 | $4,752 |
| Kathryn Doyle | President Trustee or director, Officer | 1 | $0 | $0 |
| Ellen Pinckney Balthazar | Vice-President Trustee or director, Officer | 1 | $0 | $0 |
| Doug Klein | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Cheri Hudson Passey | VP of Society Trustee or director, Officer | 1 | $0 | $0 |
| W Samuel Williams | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Marlis Humphrey | Director Trustee or director | 1 | $0 | $0 |
| Lisa Fanning | Director Trustee or director | 1 | $0 | $0 |
| Janice Cross Gilyard | Director Trustee or director | 1 | $0 | $0 |
| Ed Donakey | Director Trustee or director | 1 | $0 | $0 |
| Andre Kearns | Director Trustee or director | 1 | $0 | $0 |
| Judy Nimer Muhn | Director Trustee or director | 1 | $0 | $0 |
| David Rencher | Director Trustee or director | 1 | $0 | $0 |
| Ben Spratling | Past President Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MATTHEW MENASHES | EXECUTIVE DI Officer | 40 | $146,961 | $4,037 |
| KATHRYN DOYLE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ELLEN PINCKNEY BALTHAZAR | VICE-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DOUG KLEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHERI HUDSON PASSEY | VP OF SOCIET Trustee or director, Officer | 1 | $0 | $0 |
| W SAMUEL WILLIAMS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SARA GREDLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARLIS HUMPHREY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA FANNING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANICE CROSS GILYARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ED DONAKEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDRE KEARNS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDY NIMER MUHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID RENCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN SPRATLING | PAST PRESIDE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 901 E CARY ST STE 1800, RICHMOND, VA 23219-4319
- In care of
- % PETER BROADBENT
- Principal officer (990 for 2024)
- Matthew Menashes, 901 E Cary Street 1800, Richmond, VA 23219
- Signed the 990
- Doug Klein, Treasurer
- Phone
- (703) 525-0050
- Website
- www.ngsgenealogy.org
- Return prepared by
- Squire & Company PC
Mission
Our mission is to inspire, connect, and lead the family history community. We foster collaboration and best practices in advocacy, education, preservation, and research. We enable people, cultures, and organizations to discover the past and create a lasting legacy.
Program accomplishments
- Conferences & Education - The Society sponsors an annual conference and educational meetings designed to promote genealogical research and the exchange of ideas and developments.Expenses $246,288 · revenue $519,848
- Publications - The Society produces monthly and quarterly newsletters, magazines, and journals designed to be informative and educational and to foster professionalism and continued genealogical development.Expenses $244,353
- Member Services - The Society operates a member resource center and bookstore to aid members with their genealogical research, continued education, and professional certifications.Expenses $545,353 · revenue $189,737
- Society Activities - The Society serves member genealogical societies.Expenses $723,208
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 52-0745713
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,081,301
- Income (IRS master file)
- $1,800,679
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,753,402 | $2,478,227 | $3,081,301 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $2,570,190 | $2,170,618 | $3,885,503 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $1,864,970 | $1,657,597 | $2,910,189 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $1,322,544 | $1,612,225 | $2,645,922 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 52-0745713).
Questions about NATIONAL GENEALOGICAL SOCIETY
- What is the EIN of NATIONAL GENEALOGICAL SOCIETY?
- The employer identification number (EIN) of NATIONAL GENEALOGICAL SOCIETY is 52-0745713.
- Is NATIONAL GENEALOGICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to NATIONAL GENEALOGICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NATIONAL GENEALOGICAL SOCIETY 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 NATIONAL GENEALOGICAL SOCIETY due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL GENEALOGICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NATIONAL GENEALOGICAL SOCIETY?
- The 990 for the year ended September 30, 2025 names Matthew Menashes.
- Who are the officers and directors of NATIONAL GENEALOGICAL SOCIETY?
- The 990 for the year ended September 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $154,963 (Matthew Menashes, Executive Director).
- How much revenue does NATIONAL GENEALOGICAL SOCIETY have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,753,402, expenses of $2,478,227 and total assets of $3,081,301 at year end.
Other nonprofits in RICHMOND
- MCV ASSOCIATED PHYSICIANS EIN 54-1581185 · last filed 990 for 2023
- UNIVERSITY OF RICHMOND EIN 54-0505965 · last filed 990 for 2025
- CHILDFUND INTERNATIONAL USA EIN 54-0536100 · last filed 990 for 2025
- WESTMINSTER-CANTERBURY CORPORATION EIN 23-7162493 · last filed 990 for 2025
- THE COMMUNITY FOUNDATION INC EIN 23-7009135 · last filed 990 for 2024
- FEED MORE INC EIN 54-1150923 · last filed 990 for 2025
- TEAMSTERS JOINT COUNCIL-83 OF VIRGINIA HEALTH & WELFARE INSURANC EIN 54-0556299 · last filed 990 for 2024
- REHAB JV LLC EIN 81-4446403 · last filed 990 for 2025