Economic History Association
- Assets
- $3.8m
- Revenue
- $570.3k
- Investments
- $0.0
- Employees
- 2
- Location
- La Crosse, WI
- Founding
- 05/1942
- Data as of
- 07/2023
- EIN
- 13-6128711
Organization Overview
Economic History Association is located in La Crosse, WI. The organization was established in 1942. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 07/2023, Economic History Association employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Economic History Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 07/2023, Economic History Association generated $570.3k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $505.7k during the year ending 07/2023. While expenses have increased by 2.5% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO ENCOURAGE RESEARCH, TEACHING & PUBLISHING OF ECONOMIC HISTORY
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE RESEARCH GRANTS & AWARDS FOR ECONOMIC RESEARCH & TEACHING
PUBLISH THE "JOURNAL OF ECONOMIC HISTORY". IT IS PUBLISHED QUARTERLY AND SERVES APPROXIMATELY 1,100 SCHOLARS AND 2,000 LIBRARIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dan Bogart Ex-Officio E | Trustee | $0 | |
Ann Carlos President El | Trustee | $0 | |
Lisa Cook Trustee | Trustee | $0 | |
Price Fishback Past Preside | OfficerTrustee | $0 | |
Eric Hilt Ex-Officio E | Trustee | $0 | |
Jeremy Land Meetings COO | Trustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $35,198 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $53,958 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $89,156 |
| Total Program Service Revenue | $318,455 |
| Investment income | $151,115 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $11,551 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $570,277 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $47,227 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $10,562 |
| Fees for services: Management | $5,672 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $2,795 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $95 |
| Fees for services: Other | $1,368 |
| Advertising and promotion | $0 |
| Office expenses | $23,521 |
| Information technology | $13,174 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $129,831 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $24,039 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $505,655 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $625,863 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $3,143,939 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $3,769,802 |
| Accounts payable and accrued expenses | $3,112 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $3,112 |
| Net assets without donor restrictions | $2,812,246 |
| Net assets with donor restrictions | $954,444 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,769,802 |