Nonprofit · EIN 94-6130842
CALIFORNIA GENEALOGICAL SOCIETY
Tax-exempt · BERKELEY, CA 94703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $490,269 | $191,835 | $298,434 | $2,794,521 | $197 | $2,794,324 |
| December 31, 2024 | 990 | $376,532 | $217,955 | $158,577 | $2,499,563 | $3,673 | $2,495,890 |
| December 31, 2023 | 990 | $303,004 | $208,561 | $94,443 | $2,338,074 | $761 | $2,337,313 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $109,084
- Membership dues
- $38,003
- Program service revenue
- $24,399
- Investment income
- $356,659
- Net income from sales of inventory
- $127
- Other revenue
- $127
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,050
- Accounting fees
- $5,145
- Occupancy
- $141,869
- Depreciation
- $1,848
- Program services (functional)
- $162,490
- Management and general (functional)
- $27,363
- Fundraising (functional)
- $1,982
Balance sheet and other
- Total assets, start of year
- $2,499,563
- Total assets, end of year
- $2,794,521
- Total liabilities, end of year
- $197
- Net assets, end of year
- $2,794,324
- Land, buildings and equipment
- $12,293
- Publicly traded securities
- $2,682,769
- Net assets without donor restrictions
- $2,794,324
- Gross receipts
- $490,269
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1921
- State of legal domicile
- CA
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 |
|---|---|---|---|
| Roger Prince | President Trustee or director, Officer | 5 | $0 |
| Rudiger Wolf | Vice President Trustee or director, Officer | 5 | $0 |
| Cynthia Thomson | Treasurer Trustee or director, Officer | 5 | $0 |
| Evan Wilson | Recording Secty Trustee or director, Officer | 5 | $0 |
| Grant Din | Corresp Secty Trustee or director, Officer | 5 | $0 |
| Susan Logas | Director Trustee or director | 5 | $0 |
| Ron Madson | Director Trustee or director | 5 | $0 |
| Keith Montgomery | Director Trustee or director | 5 | $0 |
| Carly Morgan | Director Trustee or director | 5 | $0 |
| Robert Trapp | Director Trustee or director | 5 | $0 |
| Adelle Treakle | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Christine Pattillo | President Trustee or director, Officer | 5 | $0 |
| Roger Prince | Vice President Trustee or director, Officer | 5 | $0 |
| Matthew Berry | Treasurer Trustee or director, Officer | 5 | $0 |
| Evan Wilson | Recording Secty Trustee or director, Officer | 5 | $0 |
| Cindy Thomson | Corresp Secty Trustee or director, Officer | 5 | $0 |
| Grant Din | Director Trustee or director | 5 | $0 |
| Jennifer Dix | Director Trustee or director | 5 | $0 |
| Ron Madson | Director Trustee or director | 5 | $0 |
| Keith Montgomery | Director Trustee or director | 5 | $0 |
| Carly Morgan | Director Trustee or director | 5 | $0 |
| Jim Sorenson | Director Trustee or director | 5 | $0 |
| Robert Trapp | Director Trustee or director | 5 | $0 |
| Adelle Treakle | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Patillo | President Trustee or director, Officer | 5 | $0 |
| Joanna Shear | Vice president Trustee or director, Officer | 5 | $0 |
| Evan Wilson | Recording Secretary Trustee or director, Officer | 5 | $0 |
| Cindy Thomson | Corresp Secretary Trustee or director, Officer | 5 | $0 |
| Matthew B Berry | Treasurer Trustee or director, Officer | 5 | $0 |
| Grant Din | Director Trustee or director | 5 | $0 |
| Jennifer Dix | Director Trustee or director | 5 | $0 |
| Ron Madson | Director Trustee or director | 5 | $0 |
| Keith Montgomery | Director Trustee or director | 5 | $0 |
| Carly Morgan | Director Trustee or director | 5 | $0 |
| Roger Prince | Director Trustee or director | 5 | $0 |
| Jim Sorenson | Director Trustee or director | 5 | $0 |
| Adelle Treakle | Director Trustee or director | 5 | $0 |
| Jacqueline Henderson | Director Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1841 BERKELEY WAY, BERKELEY, CA 94703-1576
- In care of
- % CHRIS PATILLO
- Principal officer (990 for 2025)
- Roger Prince, 2201 Broadway LL2, Oakland, CA 94612
- Signed the 990
- Cynthia Thomson, Treasurer
- Phone
- (510) 663-1358
- Website
- www.californiaancestors.org
- Return prepared by
- Crosby & Kaneda CPAs LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6130842 or by the name CALIFORNIA GENEALOGICAL SOCIETY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
CGS embraces diversity and aims to help people trace and compile family histories. To accomplish this the society maintains a library, gathers and preserves genealogical sources, disseminates information through its publications and internet access, and teaches genealogical research methods through classes, seminars and workshops.
Program accomplishments
- Manage genealogical research library, conduct personalized genealogical research, and offer classes and workshops for approx 750 members and public at large. Publish biannual genealogical newsletter for membership and for other genealogical societies and libraries.Expenses $162,490 · revenue $24,399
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
- 94-6130842
- 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
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,794,521
- Income (IRS master file)
- $490,269
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $490,269 | $191,835 | $2,794,521 | XML |
| 990 | December 2024 | $376,532 | $217,955 | $2,499,563 | IRS |
| 990 | December 2023 | $303,004 | $208,561 | $2,338,074 | XML |
| 990 | December 2022 | $240,880 | $190,023 | $2,642,418 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 94-6130842).
Questions about CALIFORNIA GENEALOGICAL SOCIETY
- What is the EIN of CALIFORNIA GENEALOGICAL SOCIETY?
- The employer identification number (EIN) of CALIFORNIA GENEALOGICAL SOCIETY is 94-6130842.
- Is CALIFORNIA GENEALOGICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to CALIFORNIA GENEALOGICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA 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 CALIFORNIA GENEALOGICAL SOCIETY 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 CALIFORNIA GENEALOGICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of CALIFORNIA GENEALOGICAL SOCIETY?
- The 990 for the year ended December 31, 2025 names Roger Prince.
- Who are the officers and directors of CALIFORNIA GENEALOGICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA GENEALOGICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $490,269, expenses of $191,835 and total assets of $2,794,521 at year end.
Other nonprofits in BERKELEY
- UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION EIN 94-6090626 · last filed 990 for 2025
- LIFELONG MEDICAL CARE EIN 94-2502308 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF THE EAST BAY EIN 94-1156635 · last filed 990 for 2025
- ASTERA INSTITUTE EIN 84-5162617 · last filed 990-PF for 2024
- KLAMATH RIVER RENEWAL CORPORATION EIN 81-2761910 · last filed 990 for 2025
- COMMUNITY PARTNERS INTERNATIONAL EIN 94-3375666 · last filed 990 for 2024
- EARTH ISLAND INSTITUTE INC EIN 94-2889684 · last filed 990 for 2025
- UC BERKELEY CENTER FOR EXECUTIVE EDUCATION EIN 46-1482891 · last filed 990 for 2025