Nonprofit · EIN 95-6111338
SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY
Tax-exempt · BURBANK, CA 91504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $179,396 | $219,024 | -$39,628 | $2,884,527 | $647 | $2,883,880 |
| December 31, 2023 | 990 | $189,168 | $258,583 | -$69,415 | $2,872,840 | $12,733 | $2,860,107 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $50,876
- Membership dues
- $25,480
- Program service revenue
- $2,418
- Investment income
- $119,974
- Net income from sales of inventory
- $1,421
- Other revenue
- $6,128
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
- $905
- Accounting fees
- $8,750
- Occupancy
- $129,180
- Depreciation
- $2,592
- Program services (functional)
- $190,549
- Management and general (functional)
- $28,475
Balance sheet and other
- Total assets, start of year
- $2,872,840
- Total assets, end of year
- $2,884,527
- Total liabilities, end of year
- $647
- Net assets, end of year
- $2,883,880
- Land, buildings and equipment
- $13,084
- Publicly traded securities
- $2,120,659
- Gross receipts
- $179,396
- Employees
- 0
- Volunteers
- 40
- Year formed
- 1964
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Taylor | Director Trustee or director | 30 | $0 |
| Diane Adamson | Treasurer Trustee or director, Officer | 30 | $0 |
| Deborah Davenport | Vice President Trustee or director, Officer | 10 | $0 |
| Kathy Holland | Secretary Trustee or director, Officer | 10 | $0 |
| Louise Ratliff | President Trustee or director, Officer | 8 | $0 |
| Charlotte Bocage | Director Trustee or director | 8 | $0 |
| John V Richardson | Director Trustee or director | 3 | $0 |
| Adrian Foushee | Director Trustee or director | 10 | $0 |
| Catherine Romero | Director Trustee or director | 3 | $0 |
| Lynda Su Young | Vice President Trustee or director, Officer | 10 | $0 |
| Linda Mustion | Director Trustee or director | 3 | $0 |
| Rocco Joseph Hindman | Director Trustee or director | 3 | $0 |
| Janette Silverman | Director Trustee or director | 3 | $0 |
| Jan Uehlin | Director Trustee or director | 3 | $0 |
| Douglas Westfall | Director Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa Taylor | Director Trustee or director | 30 | $0 |
| Diane Adamson | President Trustee or director, Officer | 30 | $0 |
| Deborah Davenport | Treasurer Trustee or director, Officer | 10 | $0 |
| Kathy Holland | Secretary Trustee or director, Officer | 10 | $0 |
| Louise Ratliff | Vice President Trustee or director, Officer | 8 | $0 |
| Charlotte Bocage | Director Trustee or director | 8 | $0 |
| Mark Cross | Director Trustee or director, Officer | 3 | $0 |
| Adrian Foushee | Director Trustee or director | 10 | $0 |
| Jean Wilcox Hibben | Director Trustee or director | 3 | $0 |
| Melanie Seiflein Gnad | Vice President Trustee or director, Officer | 10 | $0 |
| Linda Mustion | Director Trustee or director | 3 | $0 |
| Rocco Joseph Hindman | Director Trustee or director | 3 | $0 |
| Kevin Williams | Director Trustee or director | 3 | $0 |
| Jan Dougall | Director Trustee or director | 3 | $0 |
| Fran Bumann | Secretary Trustee or director | 3 | $0 |
| Peggy Schultz | Secretary Trustee or director | 3 | $0 |
| Katrina Lacerna | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 417 IRVING DR, BURBANK, CA 91504-2408
- Principal officer (990 for 2024)
- Louise Ratliff, 417 Irvine Drive, Burbank, CA 915042408
- Signed the 990
- Diane Adamson, Treasurer
- Phone
- (818) 843-7247
- Website
- www.scgsgenealogy.com
- Return prepared by
- David L Smith CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6111338 or by the name SOUTHERN 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
The Southern California Genealogical Society (SCGS) exists to foster the understanding and appreciation of the collective and individual histories, cultures and traditions of our diverse communities, and recognition of their contributions to our dynamic society. SCGS endeavors to preserve genealogical materials, support ethnic and special interest groups, and provide education and guidance using accepted and effective research techniques, documentation, and dissemination of family histories.
Program accomplishments
- Operation of library containing over 40,000 genealogical books and manuscripts by an all volunteer staff. The library is open free of charge to the public five days a week on average. Over 1,500 patrons visit the library annually. The volunteer staff also provides genealogical research support using the materials in the library for people who live out of the Los Angeles, CA area.Expenses $184,457
- Education in genealogical topics through in-house seminars and online webinars.Expenses $3,913 · revenue $143
- Special interest group meetings for those with an interest in learning and sharing information in genealogy writing, genealogy software, research techniques in foreign countries and DNA research.Expenses $2,148 · revenue $500
- Provide research services for a fee using the libreary's collection and volunteers.Expenses $31 · revenue $773
- SOUTHERN CALIFORNIA 1890 PROJECT: To create a searchable online genealogical database for the Southern California are as a substitute for the lost federal 1890 census.
- Provide copy machine service for library patrons.
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 | Not 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
- 95-6111338
- 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
- 1965
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,884,527
- Income (IRS master file)
- $179,396
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $179,396 | $219,024 | $2,884,527 | XML |
| 990 | December 2023 | $189,168 | $258,583 | $2,872,840 | XML |
| 990 | December 2022 | $272,552 | $249,870 | $2,788,681 | 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 95-6111338).
Questions about SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY
- What is the EIN of SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY?
- The employer identification number (EIN) of SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY is 95-6111338.
- Is SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN 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 SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY?
- The 990 for the year ended December 31, 2024 names Louise Ratliff.
- Who are the officers and directors of SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN CALIFORNIA GENEALOGICAL SOCIETY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $179,396, expenses of $219,024 and total assets of $2,884,527 at year end.
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