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San Antonio Genealogical & Historical Society

EIN 74-6053342 · San Antonio, TX

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood85 out of 100GovernanceFair50 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

MAINTAINS A GENEALOGICAL REFERENCE LIBRARY, PUBLISHES NEWSLETTERS WEBSITE, PRINT BOOKS AND MATERIALS ON GENEALOGICAL TOPICS, OPERATES A CENTER FOR EDUCATIONAL PROGRAMS AND SEMINARS

Income
$139,926
Spending
$58,239
Spent on programs
100%
Reserves
Over 10 years of spending
Largest source of income
donations and private grants, 77%
Employees
0
Volunteers
60

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 85 out of 100.

  • Reserves

    35 of 35

    Spendable reserves would cover more than ten years of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 58% of income.

  • Income trend

    0 of 15

    Income fell 32% on the year before.

  • Spending floor

    15 of 15

    100% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Fair: 50 out of 100.

  • Independent board

    25 of 25

    8 of 8 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (5)
  1. $28,392 spent. OUR LIBRARY IS OPEN 4 DAYS A WEEK (TOTAL 25 HRS./WEEK 1300 HRS./YEAR). IT IS STAFFED BYOUR VOLUNTEER DUTY LIBRARIANS WHO ASSIST ALL PATRONS IN FINDING THE RESOURCES THAT HELP THEM IN THEIR RESEARCH. OTHER VOLUNTEERS ASSIST WITH CATALOGUING NEW RESOURCES, REPAIRING AGING, BUT VALUABLE RESOURCES AS WELL AS SCANNING DONATED VITAL RECORDS INTO OUR COLLECTION OF VERTICAL FILES. WE HAVE TECHNICAL VOLUNTEERS TO MAINTAIN OUR IT NETWROK AND THE IT EQUIPMENT ( COMPUTERS, SCANNERS, PRINTERS, COPIERS). AS A REFERENCE GENEALOGICAL LIBRARY HOUSES A RICH INTERNATIONAL NON- CIRCULATING COLLECTION OF OVER 19000 BOOKS, PERIODICALS, HISTORICAL MAPS AND OTHER MATERIALS. WE PROVIDE ACCESS TO GENEALOGICAL SUBSCRIPTION DATABASES THAT AID IN THE RESEARCH OF GENEALOGICAL & OUR LIBRARY IS OPEN 4 DAYS A WEEK (TOTAL 25 HRS./WEEK 1300 HRS./YEAR). IT IS STAFFED BYOUR VOLUNTEER DUTY LIBRARIANS WHO ASSIST ALL PATRONS IN FINDING THE RESOURCES THAT HELP THEM IN THEIR RESEARCH. OTHER VOLUNTEERS ASSIST WITH CATALOGUING NEW RESOURCES, REPAIRING AGING, BUT VALUABLE RESOURCES AS WELL AS SCANNING DONATED VITAL RECORDS INTO OUR COLLECTION OF VERTICAL FILES. WE HAVE TECHNICAL VOLUNTEERS TO MAINTAIN OUR IT NETWROK AND THE IT EQUIPMENT ( COMPUTERS, SCANNERS, PRINTERS, COPIERS). AS A REFERENCE GENEALOGICAL LIBRARY HOUSES A RICH INTERNATIONAL NON- CIRCULATING COLLECTION OF OVER 19000 BOOKS, PERIODICALS, HISTORICAL MAPS AND OTHER MATERIALS. WE PROVIDE ACCESS TO GENEALOGICAL SUBSCRIPTION DATABASES THAT AID IN THE RESEARCH OF GENEALOGICAL &
  2. OUR EDUCATION PROGRAM IS STAFFED WITH VOLUNTEERS WHO MAKE PRESENTATIONS OF A GENEALOGICAL OR HISTORICAL INTEREST. WE HOST A FULL DAY ANNUAL SEMINAR WITH A PAID NATIONALLY RECOGNIZED LECTURER. OUR FOUNDERS DAY LUNCHEON RECOGNIZES THE FOUNDERS AND AWARDS A CERTIFICATE TO PERSONS WHO CAN TRACE THEIR ANCESTRY TO THE FOUNDING OF BEXAR COUNTY. OUR AWARD- WINNING WEBSITE PROVIDES INFORMATION TO THE PUBLIC ABOUT OUR PROGRAMS, LIBRARY COLLECTION AND SPECIAL EVENTS. THERE ARE MANY LINKS TO OTHER SITES TO GUIDE USERS TO EXCELLENT RESOURCES BEYOND OUR DOORS.
  3. OUR PUBLICATION PROGRAM STAFFED BY VOLUNTEERS ISSUES A MONTHLY NEWSLETTER WITH INTEREST ARTICLES AND COLUMNS MANY SUBMITTED BY MEMBERS. OUR QUATERLY JOURNAL OUR HERITAGE PRINTS ARTICLES AND STORIES WRITTEN BY OUR MEMBERS ABOUT THEIR ANCESTORS AND HOW THEY DISCOVERED THEIR ANCESTRAL LINEAGE. WE HAVE AN ARRAY OF BOOKS FOR SALE THAT WERE AUTHORED OR COMPILED BY OUR MEMBERS. ADDITIONALLY WE HOST A WEBSITE THAT PROVIDES INFORMATION TO THE PUBLIC AND A MEMBERS ONLY SECTION. THESE PUBLICATION EFFORTS HAVE RECEIVED WRITING AWARDS OVER MANY YEARS.
  4. $29,847 spent. OUR PUBLICATION PROGRAM STAFFED BY VOLUNTEERS ISSUES A MONTHLY NEWSLETTER WITH INTEREST ARTICLES AND COLUMNS MANY SUBMITTED BY MEMBERS. OUR QUATERLY JOURNAL OUR HERITAGE PRINTS ARTICLES AND STORIES WRITTEN BY OUR MEMBERS ABOUT THEIR ANCESTORS AND HOW THEY DISCOVERED THEIR ANCESTRAL LINEAGE. WE HAVE AN ARRAY OF BOOKS FOR SALE THAT WERE AUTHORED OR COMPILED BY OUR MEMBERS. ADDITIONALLY WE HOST A WEBSITE THAT PROVIDES INFORMATION TO THE PUBLIC AND A MEMBERS ONLY SECTION. THESE PUBLICATION EFFORTS HAVE RECEIVED WRITING AWARDS OVER MANY YEARS.
  5. OUR PUBLICATION PROGRAM STAFFED BY VOLUNTEERS ISSUES A MONTHLY NEWSLETTER WITH INTEREST ARTICLES AND COLUMNS MANY SUBMITTED BY MEMBERS. OUR QUATERLY JOURNAL OUR HERITAGE PRINTS ARTICLES AND STORIES WRITTEN BY OUR MEMBERS ABOUT THEIR ANCESTORS AND HOW THEY DISCOVERED THEIR ANCESTRAL LINEAGE. WE HAVE AN ARRAY OF BOOKS FOR SALE THAT WERE AUTHORED OR COMPILED BY OUR MEMBERS. ADDITIONALLY WE HOST A WEBSITE THAT PROVIDES INFORMATION TO THE PUBLIC AND A MEMBERS ONLY SECTION. THESE PUBLICATION EFFORTS HAVE RECEIVED WRITING AWARDS OVER MANY YEARS.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since August 1960.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.