KELOWNA AND DISTRICT GENEALOGICAL SOCIETY
Charitable organizationPublic amenities·PO BOX 21105 RPO ORCHARD · KELOWNA, BC · V1Y 9N8·BN 880921614RR0001·website ↗
Last reported: F2024 filing · period ending 2024-08-31
Cents to cause T1
20¢
of each dollar spent, to programs
Operating overhead T1
37%
typical range 5–35%
Reserves T1
—
not in this filing
Revenue T1
$8K
not reviewed by an analyst (Charity Intelligence)
— means the filing doesn't include the lines needed; details and sources below.·How to read these figures
Common questions
How do I donate to Kelowna and District Genealogical Society?
You can search for it on CanadaHelps or give directly through its own website. Charity Compass never handles your money — we only link out to where you can give.
Is Kelowna and District Genealogical Society a registered charity?
Per CRA records, it filed a F2024 T3010 return under charity number 880921614RR0001. Registration status can change, so check the CRA charities listing for its current status. Only a currently registered charity can issue an official donation receipt.
Where is Kelowna and District Genealogical Society located?
Per its F2024 T3010, its address on file is PO BOX 21105 RPO ORCHARD, KELOWNA, BC, V1Y 9N8. Source.
What does Kelowna and District Genealogical Society do?
In its own words, from its F2024 T3010 filing: "hosting free monthly 'Family History Forums' for public year round 'Genealogist in Residence' in our local libaries. Special events during the year around the city provides speakers and research to local groups. during monthly meetings have special speakers and local speakers . involved with local Heritage Society…" Full program description.
How much of Kelowna and District Genealogical Society's spending goes to programs?T1
Per its F2024 T3010, 20¢ of each dollar it spent went to programs (self-reported, not independently verified). Full figures.
How big is Kelowna and District Genealogical Society?T1
Its last-reported revenue was $8K (F2024), which places it in Charity Compass's under $1M revenue band, alongside 27,629 other operating charities.
What it does — in its own words
Ongoing programs
hosting free monthly 'Family History Forums' for public year round 'Genealogist in Residence' in our local libaries. Special events during the year around the city provides speakers and research to local groups. during monthly meetings have special speakers and local speakers . involved with local Heritage Society. queries committee aids individuals with their research. Cemetery projects ongoing. Obituary committees assists members and non members.
New programs
revised our obituary committee policy and procedures and developed new programming systema and back up.
Program descriptions from its F2024 T3010 filing, verbatim · self-reported · this is also the text our semantic search matches against. source ↗
Tier 1 — what we computed (open data)
From the charity's own F2024 T3010 filing. Self-reported; not independently verified. You can recompute every figure. New to these terms? Read what cents to the cause, overhead and reserves mean.
20¢
Per its F2024 T3010, 20¢ of each dollar spent went to programs. The rest ran the organization and raised money; higher is not automatically better.
Sector median: 89¢ across 55,155 computed charities; 89¢ among those its size (under $1M).
this charity 20¢ · sector median 89¢ · all 55,155 computed charities
T3010 line 5000 ÷ 4950 · Self-reported on the T3010; not independently verified. source ↗ · what this means
37%
Management, administration, and fundraising as a share of total spending. We treat 5–35% as the typical range; we state the figure, you judge.
T3010 line (5010 + 5020) ÷ 4950 · Self-reported on the T3010; not independently verified. source ↗ · what this means
—
Not reported in this filing: the return leaves out the lines this figure needs, so we show nothing rather than an estimate.
T3010 line (4100 + 4140) ÷ 5000 · Self-reported on the T3010; not independently verified. source ↗ · what this means
Total revenue
T1 · computed (open data)$8K
Last-reported total revenue.
T3010 line 4700 · Self-reported on the T3010; not independently verified. source ↗
Donor-funded
T1 · computed (open data)5%
Share of revenue from receipted donations.
T3010 line 4500 ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗
0%
Share of revenue from federal, provincial, and municipal sources.
T3010 line 4570 (or 4540+4550+4560) ÷ 4700 · Self-reported on the T3010; not independently verified. source ↗ · what this means
Where the money comes from
Shares of last-reported revenue, per its F2024 T3010. Self-reported; not independently verified.
Receipted donationsT1
5%
T3010 4500 ÷ 4700
GovernmentT1
0%
T3010 4570 (or 4540+4550+4560) ÷ 4700
Other revenueT1
95%
T3010 remainder ÷ 4700
Self-reported on the T3010; not independently verified. source ↗
Over the years
Every figure as filed at each fiscal period end, 2019–2024.
| Period end | Revenue | Cents to cause | Overhead | Reserves |
|---|---|---|---|---|
| 2019-08-31 | $34K | 297¢✱ | 0% | 1.7 yr |
| 2020-08-31 | $6K | 46¢ | 3% | — |
| 2021-08-31 | $0K | 1329¢✱ | 1219% | — |
| 2022-08-31 | $5K | 29¢ | 25% | — |
| 2023-08-31 | $9K | 11¢ | 32% | — |
| 2024-08-31 | $8K | 20¢ | 37% | — |
| trend |
Swipe sideways to see every column.
From its T3010 filings (CRA annual releases) · self-reported, not audited by us · when a period is restated in a later release, the newest figures are shown · ✱ = cents-to-cause outside the valid 0–100% range (filing error; not used in rankings). source ↗
★ Tier 2 — Charity Intelligence (analyst-reviewed)
Not rated by Charity Intelligence. Their analysts cover 819 of Canada's 83,761 charities; absence of a rating says nothing about this charity. Our computed figures above stand on their own.
Similar charities
Same CRA category, revenue within 20× of this one, and the closest program descriptions in their own filings. A shortlist to compare, not a ranking.
- THE ALBERTON HISTORICAL PRESERVATION FOUNDATION INC.
ALBERTON, PE·revenue $113K
100¢to programs · T1
- ALBERTA FAMILY HISTORIES SOCIETY
CALGARY, AB·revenue $113K
75¢to programs · T1
- DIDSBURY AND DISTRICT HISTORICAL SOCIETY
DIDSBURY, AB·revenue $124K
37¢to programs · T1
- FRONTENAC HERITAGE FOUNDATION
KINGSTON, ON·revenue $136K
55¢to programs · T1
- THE DINOSAUR VALLEY HERITAGE SOCIETY
EAST COULEE, AB·revenue $128K
77¢to programs · T1
Figures per each charity's F2024 T3010 · self-reported, not audited by us · ✱= that filing's expense lines don't reconcile · open a profile for sources and caveats.
Board of directors
10 directors reported · 10 of 10at arm's length
- Harrison, AnnePresidentarm's length
- Smith-Burns, ClaireVice Presidentarm's length
- Ablett, Mariesecretaryarm's length
- Henderson, Lynda ATreasurerarm's length
- Crane, MarleneMembershiparm's length
- Clifton, HeatherDirector at Largearm's length
- Stanford, Xeniadirector at largearm's length
- Gloster, Brendadirector at largearm's length
- McGillivray, KeithDirector at largearm's length
- Kirkbride, Joandirector at largearm's length
From its F2024T3010 filing (public CRA record), as filed. “Arm's length” means not related to other officials by family or business ties. source ↗
Right of reply
This charity hasn't added a response yet. When it does, it appears here, beside the numbers, and is never removed. Represent this charity? Submit a response.
Verify everything: full public record on CharityData.ca ↗ · CRA charities listing ↗