Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
EIN 23-7448786 • 501(c)3 • Atlanta, GA
Profile
To promote the study of and the dissemination of knowledge about the history of economic thought.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
Liabilities / Revenue
72nd percentile
Higher debt load relative to revenue than 72% of similar nonprofits.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
40th percentile
Higher top officer pay than 40% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
Assets
Up$1,222,765
Up $112,039 (+10%) from 2023
Liabilities
Down$32,268
Down $2,708 (-7.7%) from 2023
Net Assets
Up$1,190,497
Up $114,747 (+11%) from 2023
Revenue
Up$166,043
Up $67,392 (+68%) from 2023
Expenses
Up$178,562
Up $69,880 (+64%) from 2023
Net Income
Down-$12,519
Down $2,488 (-25%) from 2023
Most recent year
2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.
To promote the study of and the dissemination of knowledge about the history of economic thought.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $714,708 | $698,182 | ▼ $16,526 |
| Cash and Non-Interest-Bearing Accounts | $57,082 | $73,047 | ▲ $15,965 |
| Savings and Temporary Cash Investments | $39,126 | $41,653 | ▲ $2,527 |
| Total Assets | $810,916 | $812,882 | ▲ $1,966 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $755,916 | $757,882 | ▲ $1,966 |
| Permanently Rstr Net Assets | $55,000 | $55,000 | → $0 |
| Temporarily Rstr Net Assets | $0 | $0 | → $0 |
| Total Net Assets Fund Balance | $810,916 | $812,882 | ▲ $1,966 |
| Total Liabilities and Net Assets / Fund Balance | $810,916 | $812,882 | ▲ $1,966 |
| Name | Title |
|---|---|
| Jeff Biddle | Past President |
| Mauro Boianovsky | Past President |
| Robert Leonard | Past President |
| Evelyn Forget | President |
| Marcel Boumans | Vice President |
| Marianne Johnson | Secretary |
| Henry Spencer Banzhaf | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $111,641 |
| Grants and Similar Amounts Paid | $16,500 |
| Salaries, Compensation, and Employee Benefits | $2,289 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $60,373 | $0 | $0 | $60,373 |
| Fees for Services Other | $22,155 | - | - | $22,155 |
| Fees for Services Management | - | $13,898 | $0 | $13,898 |
| Foreign Grants | $10,000 | - | - | $10,000 |
| Information Technology | $7,600 | $251 | - | $7,851 |
| Travel | - | $6,763 | - | $6,763 |
| Grants to Domestic Orgs | $5,000 | - | - | $5,000 |
| Other Salaries and Wages | - | $2,289 | - | $2,289 |
| Grants to Domestic Individuals | $1,500 | - | - | $1,500 |
| Office Expenses | - | $561 | - | $561 |
| All Other Expenses | - | $40 | - | $40 |
| Total Functional Expenses | $106,628 | $23,802 | $0 | $130,430 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“A business manager keeps track of data on the number of members and conference participants, journal subscriptions, and venues for the annual conference.”
“We are an academic society with members primarily drawn from universities and other research institutions.”
“The association has members who elect the governing body.”
“Members may propose (by petition) amendments to the Constitution. They also must approve any such amendments by a two-thirds vote.”
“Evelyn Forget (President), Department of Community Health Sciences, University of Manitoba, University of Manitoba, Winnipeg, MB R3E 0W3, Canada; Marianne Johnson (secretary), college of Business, University of Wisconsin Oshkosh, 800 Algoma Blvd, Oshkosh, WI 54901.”
“There is no process to review the form 990.”
“The governing documents are available on the society's website. A financial report is made available to the members at the annual meeting each June.”
“We have begun a "New Initiatives" grants program, to provide seed money for conferences, podcasts, the creation of historical archives, and other activities that support the history of economic thought. This was done occasionally in the past in an ad hoc way. As of FY 2017, this is an established category of our activities.”
“$18,909 in expenses for the Journal of the History of Economic Thought (an academic journal supported by the society). $3,246 in expenses for academic awards. Both are functional activities listed in Part III.”
“Two errors were made in last year's assets which are being rectified here. First, a CD held at C. Schwab was double counted last year, once as cash and once as a publicly traded security. This overstated our assets by $13,104. Additionally, deposits at an account in the process of being closed were reported as $3,778 when in fact they were $3,881. This sums to a total overstatement last year of $13,104+($3,778-$3,881)=$13,001.”
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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| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 41653 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | One-time "gift" from bank for opening checking account. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Schedule A, Part III, Line 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 16967 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2360 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 8000 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8400 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 7160 |
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| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 18924 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 17102 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 13413 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16817 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15816 |
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| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 76394 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 91081 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 66601 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 71466 |
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| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 17102 |
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| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 16817 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 15816 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 82072 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.16667 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.16443 |
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| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 100 |
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| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.83536 |
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| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 78626 |
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| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | We have begun a "New Initiatives" grants program, to provide seed money for conferences, podcasts, the creation of historical archives, and other activities that support the history of economic thought. This was done occasionally in the past in an ad hoc way. As of FY 2017, this is an established category of our activities. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | A business manager keeps track of data on the number of members and conference participants, journal subscriptions, and venues for the annual conference. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | We are an academic society with members primarily drawn from universities and other research institutions. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The association has members who elect the governing body. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Members may propose (by petition) amendments to the Constitution. They also must approve any such amendments by a two-thirds vote. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Evelyn Forget (President), Department of Community Health Sciences, University of Manitoba, University of Manitoba, Winnipeg, MB R3E 0W3, Canada; Marianne Johnson (secretary), college of Business, University of Wisconsin Oshkosh, 800 Algoma Blvd, Oshkosh, WI 54901. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | There is no process to review the form 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | The governing documents are available on the society's website. A financial report is made available to the members at the annual meeting each June. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | $18,909 in expenses for the Journal of the History of Economic Thought (an academic journal supported by the society). $3,246 in expenses for academic awards. Both are functional activities listed in Part III. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Two errors were made in last year's assets which are being rectified here. First, a CD held at C. Schwab was double counted last year, once as cash and once as a publicly traded security. This overstated our assets by $13,104. Additionally, deposits at an account in the process of being closed were reported as $3,778 when in fact they were $3,881. This sums to a total overstatement last year of $13,104+($3,778-$3,881)=$13,001. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part III, Line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, Line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, Line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section A, Line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section A, Line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section A, Line 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part IX, Line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990, Part XI, Line 9 |
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