Discover Your Heritage

aka GFO   |   Portland, OR   |
GuideStar Charity Check


EIN: 93-6026015


The Genealogical Forum of Oregon exists to promote genealogy, to educate those interested in family history, and to provide abundant resources for researchers from around the world. The GFO operates the largest genealogy library in the Pacific Northwest and has expanded to online access which grows weekly. An all-volunteer organization, the GFO provides many educational opportunities throughout the year, maintains a 6,000 square foot research library with 58,000 holdings to preserve and share records of genealogical importance.

Ruling year info



Geoff Smith

Vice President

Geri Auerbach

Main address

2505 SE 11th Ave Ste B18

Portland, OR 97202 USA

Show more contact info

Formerly known as

Genealogical Forum of Portland Oregon



Subject area info

Historical activities



Historic preservation

Population served info


NTEE code info

Historical Societies & Historic Preservation (A82)

Libraries, Library Science (B70)

Historical Societies and Related Activities (A80)

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

We serve as both a repository of priceless history and as an educational center where people learn how to find and use the resources we collect. These resources serve to fulfill our users need to know and understand their ancestral past.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Genealogy Education

The GFO offers a dozen classes each month based on genealogical areas of interest including DNA, Irish ancestry, African American ancestry, British ancesty, French Canada ancestry, Italian ancestry, Virginia research, Great Lakes Area research, as well as classes in Family Tree Maker software. Each year, we hold an Open House that include a week or more of free genealogy classes (23 sessions in 2022). We also host eight GenTalks a year. All of these educational offerings are open to the public and are free for anyone to attend.

Population(s) Served

Administration of a 5,000 square foot genealogical/historical research library with more than 55,000 holdings covering all of the United States, Canada, most European countries, and a few countries outside of Europe. In recent years, we have focused on adding material for underrepresented ethnicities as material becomes available, primarily those for African American and Mexican research.

Population(s) Served

Where we work


Genealogical Forum of Oregon Day, Jan. 22 2021

Oregon Governor Kate Brown

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The GFO aims to help people discover their heritage by preserving historical documents and records and offering abundant educational opportunities for people to learn how to trace their roots. We strive to make everything in our collection available to a diverse public.

The GFO wishes to reach those who do not know we exist, particularly individuals of color, as non-European ethnic groups have traditionally been underserved by the genealogical community.

We have dedicated substantial portion of our acquisition budget to buying books directly relevant to underserved communities including African American, Mexican American, and Native American ancestral research.

We have a long track record of staging successful seminars with nationally-known speakers. Our board and our president are in the midst of direct outreach to communities of color.

Through careful, consistent acquisitions we have become the largest genealogy library in the Pacific Northwest. We will continue to increase our historic holdings as they fit our budget and the library’s core purpose.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We take steps to get feedback from marginalized or under-represented people, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback


Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990


Average of 0.00 over 6 years

Months of cash in 2022 info

SOURCE: IRS Form 990


Average of 9.4 over 6 years

Fringe rate in 2022 info

SOURCE: IRS Form 990


Average of 0% over 6 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990


Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data


Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data


Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of GENEALOGICAL FORUM OF OREGON INC’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2019 2021 2022
Unrestricted surplus (deficit) before depreciation $45,697 $186,091 -$351,900
As % of expenses 45.0% 195.1% -362.0%
Unrestricted surplus (deficit) after depreciation $45,697 $186,091 -$351,900
As % of expenses 45.0% 195.1% -362.0%
Revenue composition info
Total revenue (unrestricted & restricted) $131,377 $189,302 $198,376
Total revenue, % change over prior year 0.0% 0.0% 4.8%
Program services revenue 21.0% 8.4% 2.5%
Membership dues 32.4% 23.5% 22.9%
Investment income 5.6% 4.2% -27.3%
Government grants 0.0% 0.0% 0.0%
All other grants and contributions 35.9% 62.4% 100.4%
Other revenue 5.1% 1.6% 1.5%
Expense composition info
Total expenses before depreciation $101,548 $95,361 $97,214
Total expenses, % change over prior year 0.0% 0.0% 1.9%
Personnel 0.0% 0.0% 0.0%
Professional fees 0.0% 0.0% 0.0%
Occupancy 52.0% 55.5% 56.8%
Interest 0.0% 0.0% 0.0%
Pass-through 0.0% 0.0% 0.0%
All other expenses 48.0% 44.5% 43.2%
Full cost components (estimated) info 2019 2021 2022
Total expenses (after depreciation) $101,548 $95,361 $97,214
One month of savings $8,462 $7,947 $8,101
Debt principal payment $0 $0 $0
Fixed asset additions $0 $0 $0
Total full costs (estimated) $110,010 $103,308 $105,315

Capital structure indicators

Liquidity info 2019 2021 2022
Months of cash 12.3 11.9 31.9
Months of cash and investments 50.5 82.2 92.7
Months of estimated liquid unrestricted net assets 60.6 82.6 37.6
Balance sheet composition info 2019 2021 2022
Cash $104,232 $94,844 $258,383
Investments $323,309 $558,137 $492,758
Receivables $0 $0 $0
Gross land, buildings, equipment (LBE) $6,373 $0 $0
Accumulated depreciation (as a % of LBE) 98.3% 0.0% 0.0%
Liabilities (as a % of assets) 0.0% 0.0% 0.0%
Unrestricted net assets $0 $656,660 $304,760
Temporarily restricted net assets $0 N/A N/A
Permanently restricted net assets $0 N/A N/A
Total restricted net assets $0 $3,267 $452,381
Total net assets $512,938 $659,927 $757,141

Key data checks

Key data checks info 2019 2021 2022
Material data errors No No No


The people, governance practices, and partners that make the organization tick.

Form 1023/1024 is not available for this organization


Geoff Smith

Vice President

Geri Auerbach

Number of employees

Source: IRS Form 990


Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.


Board of directors
as of 07/21/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Geoff Smith

Genealogical Forum of Oregon

Term: 2022 - 2024

Laurel Smith

Joyce Grant-Worley

Janice Sellers

Richard Crockett

Jane McGarvin

Ed Vandehey

Loretta Welsh

Alexa Waddle

Keri Logan

Geri Auerbach

Geoff Smith

Janice Sellers

Rebecca Tait

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? No
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Not applicable
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 7/1/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.


The organization's leader identifies as:

Race & ethnicity
Gender identity
Disability status
Person without a disability

The organization's co-leader identifies as:

Gender identity

Race & ethnicity

No data

Gender identity

No data


No data

Sexual orientation

No data


No data

Equity strategies

Last updated: 01/24/2022

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
Policies and processes
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.