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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

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.

Cents to cause

T1 · computed (open data)

20¢

Per its F2024 T3010, 20¢ of each dollar spent went to programs.

Sector median: 89¢ across 55,155 computed charities.

T3010 line 5000 ÷ 4950 · Self-reported on the T3010; not independently verified. source ↗

Operating overhead

T1 · computed (open data)

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 ↗

Reserves

T1 · computed (open data)

Years current reserves could cover program spending.

Sector quartiles: 0.4 yr / 0.8 yr / 7.5 yr (p25 / median / p90).

T3010 line (4100 + 4140) ÷ 5000 · Self-reported on the T3010; not independently verified. source ↗

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 ↗

Government-funded

T1 · computed (open data)

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 ↗

Over the years

Every figure as filed at each fiscal period end, 20192024.

Period endRevenueCents to causeOverheadReserves
2019-08-31$34K297¢0%1.7 yr
2020-08-31$6K46¢3%
2021-08-31$0K1329¢1219%
2022-08-31$5K29¢25%
2023-08-31$9K11¢32%
2024-08-31$8K20¢37%
trend

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 618 of Canada's 83,761 charities; absence of a rating says nothing about this charity. Our computed figures above stand on their own.

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

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KELOWNA AND DISTRICT GENEALOGICAL SOCIETY: CRA filing and financial data · Charity Compass