Nonprofit · EIN 58-1385986
AUGUSTA GENEALOGICAL SOCIETY INC
Tax-exempt · AUGUSTA, GA 30914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $95,334 | $68,800 | $26,534 | $1,451,388 | $0 | $1,451,388 |
| August 31, 2024 | 990 | $158,754 | $65,335 | $93,419 | $1,391,615 | $0 | $1,391,615 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $14,807
- Membership dues
- $11,230
- Program service revenue
- $2,268
- Investment income
- $76,373
- Net gain from sales of assets
- $49,024
- Net income from sales of inventory
- $1,389
- Other revenue
- $1,886
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,300
- Occupancy
- $41,143
- Program services (functional)
- $46,067
- Management and general (functional)
- $22,733
Balance sheet and other
- Total assets, start of year
- $1,391,615
- Total assets, end of year
- $1,451,388
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,451,388
- Gross receipts
- $97,044
- Employees
- 0
- Volunteers
- 33
- Year formed
- 1979
- State of legal domicile
- GA
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGIE BARTON | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| RUBENA BERRY | CORRESPONDIN Trustee or director, Officer | 1 | $0 |
| FRANCES CUTTING | PARLIAMENTAR Trustee or director, Officer | 1 | $0 |
| TREY KENNEDY | PRESIDENT Trustee or director, Officer | 3 | $0 |
| MAXINE MALONEY | TREASURER Trustee or director, Officer | 3 | $0 |
| TERESA MEIGS | ADMINISTRATO Trustee or director, Officer | 10 | $0 |
| ERICK MONTGOMERY | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| CATHERINE ROBERTSON | RECORDING SE Trustee or director, Officer | 1 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERICK MONTGOMERY | PRESIDENT Trustee or director, Officer | 3 | $0 |
| MIKE CULBERSTON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARGIE BARTON | TREASURER Trustee or director, Officer | 3 | $0 |
| CATHERINE ROBERTSON | RECORDING SECRETARY Trustee or director, Officer | 1 | $0 |
| RUBENA BERRY | CORRESPONDING SECRETARY Trustee or director, Officer | 1 | $0 |
| MAXINE MALONEY | ADMINISTRATOR Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3743, AUGUSTA, GA 30914-3743
- Mailing address (990-N for 2017)
- P O Box 3743, Augusta GA 30914
- Principal officer (990 for 2024)
- TREY KENNEDY
- Principal officer (990-N for 2017)
- Margie Barton, 531 Ashland Dr, Augusta GA 30909
- Signed the 990
- MAXINE MALONEY, TREASURER
- Phone
- (706) 722-4073
- Website
- augustagensociety.org
- Return prepared by
- THE CLEVELAND GROUP
Mission
COLLECT, PRESERVE, AND DISSEMINATE KNOWLEDGE AND INFORMATION IN RELATION TO GENEALOGICAL, HISTORICAL, BIOGRAPHICAL, AND HERALDIC DATA.
Program accomplishments
- INCULCATE AND PROMOTE INTEREST IN ACCURATE RESEARCH IN THE MISSION FIELDS; ADHERE TO THE PRINCIPLES OF ACCURACY AND THOROUGHNESS IN RESEARCH; CHAMPION ETHICAL STANDARDS AND TO DISCOURAGE AND OPPRESS INCOMPETENT AND DISREPUTABLE PRACTICES OF RESEARCH; FOSTER CAREFUL DOCUMENTATION AND OTHERWISE PROMOTE SCHOLARLY WRITING; ISSUE PUBLICATIONS; ENCOURAGE, PROMOTE AND PROVIDE SCHOLARLY TRAINING FOR ALL INTERESTED IN THESE ENDEAVORS.Expenses $46,067 · revenue $2,268
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 58-1385986
- 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
- 1980
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A83Z)
- Assets (IRS master file)
- $1,451,388
- Income (IRS master file)
- $97,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $95,334 | $68,800 | $1,451,388 | XML |
| 990 | August 2024 | $158,754 | $65,335 | $1,391,615 | XML |
| 990 | August 2023 | $28,362 | $71,395 | $1,128,894 | IRS |
| 990 | August 2022 | – | – | – | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Margie Barton | August 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 58-1385986).
Questions about AUGUSTA GENEALOGICAL SOCIETY INC
- What is the EIN of AUGUSTA GENEALOGICAL SOCIETY INC?
- The employer identification number (EIN) of AUGUSTA GENEALOGICAL SOCIETY INC is 58-1385986.
- Is AUGUSTA GENEALOGICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to AUGUSTA GENEALOGICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AUGUSTA GENEALOGICAL SOCIETY INC 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 AUGUSTA GENEALOGICAL SOCIETY INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AUGUSTA GENEALOGICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of AUGUSTA GENEALOGICAL SOCIETY INC?
- The 990 for the year ended August 31, 2025 names TREY KENNEDY.
- Who are the officers and directors of AUGUSTA GENEALOGICAL SOCIETY INC?
- The 990 for the year ended August 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does AUGUSTA GENEALOGICAL SOCIETY INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $95,334, expenses of $68,800 and total assets of $1,451,388 at year end.
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- AUGUSTA SYMPHONY INC EIN 58-1806334 · last filed 990 for 2025
- AUGUSTA MUSEUM OF HISTORY INC EIN 58-6000097 · last filed 990 for 2025
- FORE AUGUSTA FOUNDATION INC EIN 58-2415361 · last filed 990 for 2024
- GERTRUDE HERBERT INSTITUTE OF ART INC EIN 58-6004465 · last filed 990 for 2025
- AUGUSTA MINI THEATRE INC EIN 58-1374032 · last filed 990 for 2025
- SACRED HEART CULTURAL CENTER INC EIN 58-1750019 · last filed 990 for 2025
- HISTORIC AUGUSTA INC EIN 58-6072126 · last filed 990 for 2024
All nonprofits in AUGUSTA · Georgia · Arts, culture and humanities