Civic Intelligence

Economic History Association

EIN 13-6128711 • 501(c)3 • LA Crosse, WI

Profile

Encourage research, teaching & publishing in economic history.

1725 State St Wimberly Hall Rm 403VLA Crosse, WI 54601

www.eh.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-6.1%

Higher net margin than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

9.4%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,122,498

Up $352,696 (+9.4%) from 2023

Liabilities

Up

$5,400

Up $2,288 (+74%) from 2023

Net Assets

Up

$4,117,098

Up $350,408 (+9.3%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin27th percentile

Revenue

Down

$469,468

Down $100,809 (-18%) from 2023

Expenses

Down

$498,329

Down $7,326 (-1.4%) from 2023

Net Income

Down

-$28,861

Down $93,483 (-145%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,823,017Liabilities 2011: $30,185Net Assets 2011: $1,792,8322011Assets 2012: $1,898,617Liabilities 2012: $40,865Net Assets 2012: $1,857,7522012Assets 2013: $1,978,494Liabilities 2013: $29,639Net Assets 2013: $1,948,8552013Assets 2014: $2,004,360Liabilities 2014: $11,098Net Assets 2014: $1,993,2622014Assets 2015: $2,049,533Liabilities 2015: $0Net Assets 2015: $2,049,5332015Assets 2016: $2,070,956Liabilities 2016: $2,000Net Assets 2016: $2,068,9562016Assets 2017: $2,072,741Liabilities 2017: $0Net Assets 2017: $2,072,7412017Assets 2018: $2,854,234Liabilities 2018: $0Net Assets 2018: $2,854,2342018Assets 2019: $2,866,647Liabilities 2019: $0Net Assets 2019: $2,866,6472019Assets 2020: $3,219,080Liabilities 2020: $5,312Net Assets 2020: $3,213,7682020Assets 2021: $3,945,655Liabilities 2021: $1,730Net Assets 2021: $3,943,9252021Assets 2022: $3,646,928Liabilities 2022: $1,408Net Assets 2022: $3,645,5202022Assets 2023: $3,769,802Liabilities 2023: $3,112Net Assets 2023: $3,766,6902023Assets 2024: $4,122,498Liabilities 2024: $5,400Net Assets 2024: $4,117,0982024

Highlighted filing

2024

Assets$4,122,498
Liabilities$5,400
Net Assets$4,117,098
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $541,912Expenses 2011: $348,236Net Income 2011: $193,6762011Expenses 2012: $370,0422012Revenue 2013: $494,796Expenses 2013: $403,694Net Income 2013: $91,1022013Revenue 2014: $508,194Expenses 2014: $463,787Net Income 2014: $44,4072014Revenue 2015: $442,336Expenses 2015: $388,565Net Income 2015: $53,7712015Revenue 2016: $434,053Expenses 2016: $414,630Net Income 2016: $19,4232016Revenue 2017: $461,541Expenses 2017: $457,756Net Income 2017: $3,7852017Revenue 2018: $433,926Expenses 2018: $394,483Net Income 2018: $39,4432018Revenue 2019: $461,996Expenses 2019: $575,832Net Income 2019: -$113,8362019Revenue 2020: $452,847Expenses 2020: $414,382Net Income 2020: $38,4652020Revenue 2021: $414,369Expenses 2021: $314,570Net Income 2021: $99,7992021Revenue 2022: $692,094Expenses 2022: $461,964Net Income 2022: $230,1302022Revenue 2023: $570,277Expenses 2023: $505,655Net Income 2023: $64,6222023Revenue 2024: $469,468Expenses 2024: $498,329Net Income 2024: -$28,8612024

Highlighted filing

2024

Revenue$469,468
Expenses$498,329
Net Income-$28,861
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,122,498
Liabilities
$5,400
Net assets
$4,117,098
Revenue
$469,468
Expenses
$498,329
Net income
-$28,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.01$4.12$0.47$0.50$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.00$3.77$0.57$0.51$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.00$3.65$0.69$0.46$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.94$0.41$0.31$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.01$3.21$0.45$0.41$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$0.00$2.87$0.46$0.58$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.43$0.39$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.46$0.46$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.43$0.41$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.44$0.39$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$0.51$0.46$0.04
2013Summary only. Only limited summary data is available for this year.$1.98$0.03$1.95$0.49$0.40$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.04$1.86$0.37
2011Summary only. Only limited summary data is available for this year.$1.82$0.03$1.79$0.54$0.35$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 16, 2025
Return Version
2023v6.0
Gross Receipts
$469,468
Mission and Program Overview

Mission

Encourage research, teaching & publishing in economic history

To encourage research, teaching & publishing of economic history

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,143,939$3,936,235▲ $792,296
Cash and Non-Interest-Bearing Accounts$625,863$185,834▼ $440,029
Accounts Receivable-$429-
Total Assets$3,769,802$4,122,498▲ $352,696
Liabilities
Accounts Payable and Accrued Expenses$3,112$5,400▲ $2,288
Total Liabilities$3,112$5,400▲ $2,288
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,812,246$3,162,654▲ $350,408
Net Assets With Donor Restrictions$954,444$954,444→ $0
Total Net Assets Fund Balance$3,766,690$4,117,098▲ $350,408
Total Liabilities and Net Assets / Fund Balance$3,769,802$4,122,498▲ $352,696
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Angela RedishChair - Budg
Paul RhodePresident
Jean-laurent RosenthalPresident El
Carola FrydmanTrustee
Jari ElorantaTrustee
Leigh GardnerTrustee
Leticia Arroyo AbadTrustee
Taylor LandAdministrati
Bishnupriya GuptaEditor
Carolyn MoehlingEditor
Michael HaupertExecutive Di
Jeremy LandMeetings COO
Ann CarlosPast Preside
Douglas IrwinPast Preside
Jane HumphriesPast Preside
Dan BogartRepresent to
Dora CostaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$93,497
Program Service Revenue
$258,838
Investment Income
$117,133
Other Revenue
$0
All Other Contributions
$52,807
Change in Net Assets
$-28,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$453,869
Salaries, Compensation, and Employee Benefits$44,460
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$127,287--$127,287
Other Salaries and Wages$19,419$19,419-$38,838
Conferences and Meetings$34,274--$34,274
Office Expenses$11,090$10,000-$21,090
Fees for Services Management$8,829$8,829-$17,658
Information Technology-$17,135-$17,135
Fees for Services Accounting-$5,925-$5,925
Payroll Taxes$2,811$2,811-$5,622
Insurance-$2,996-$2,996
Other Expenses$3,935$1,807-$1,807
Fees for Services Other$1,279--$1,279
Fees for Service Investment Mgmnt Fees-$95-$95
Total Functional Expenses$429,312$69,017$0$498,329
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed by executive director before filing”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Economic History Association
EIN
13-6128711
Phone
6087856863
Address
1725 STATE ST WIMBERLY HALL RM 403V, LA CROSSE, WI 54601

Signing Officer

Name
Michael Haupert
Title
Executive Director
Phone
6087856863
Signed
2025-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Haupert
Formed
1940
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
16
Employees
2

Preparer

Firm
Tostrud & Temp Sc Cpas
Address
609 4TH ST S STE B, LA CROSSE, WI 54601
Preparer
Michael G Temp CPA
Phone
6087848060
Raw XML Appendix396 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
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IRS990/USAddress/CityNm0LA CROSSE
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL HAUPERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06087856863
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ECONOMIC HISTORY ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MICHAEL HAUPERT
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ReturnHeader/Filer/EIN0136128711
ReturnHeader/Filer/PhoneNum06087856863
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391426119
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOSTRUD & TEMP SC CPAS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA CROSSE
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ReturnHeader/PreparerPersonGrp/PhoneNum06087848060
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL G TEMP CPA
ReturnHeader/ReturnTs02025-06-16T23:02:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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