Civic Intelligence

American Association for State and Local History

EIN 39-0962197 • 501(c)3 • Nashville, TN

View Organization Page

Profile

To promote the field of history in the united states and canada.

2021 21st Ave S Suite 320Nashville, TN 37212

www.aaslh.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.26x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

0.40x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

84th percentile

$159,393

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

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

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets71st percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$3,275,265

Up $464,396 (+17%) from 2022

Liabilities

Up

$947,151

Up $227,629 (+32%) from 2022

Net Assets

Up

$2,328,114

Up $236,767 (+11%) from 2022

Operations
Liabilities / Revenue78th percentileNet Margin64th percentile

Revenue

Up

$2,022,512

Up $224,316 (+12%) from 2022

Expenses

Up

$1,813,333

Up $28,872 (+1.6%) from 2022

Net Income

Up

$209,179

Up $195,444 (+1423%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,393,998Liabilities 2011: $444,421Net Assets 2011: $949,5772011Assets 2012: $1,402,060Liabilities 2012: $650,631Net Assets 2012: $751,4292012Assets 2013: $1,328,445Liabilities 2013: $661,671Net Assets 2013: $666,7742013Assets 2014: $1,757,384Liabilities 2014: $603,024Net Assets 2014: $1,154,3602014Assets 2015: $1,750,788Liabilities 2015: $476,985Net Assets 2015: $1,273,8032015Assets 2016: $1,873,194Liabilities 2016: $543,781Net Assets 2016: $1,329,4132016Assets 2017: $2,029,273Liabilities 2017: $522,790Net Assets 2017: $1,506,4832017Assets 2018: $2,136,971Liabilities 2018: $566,604Net Assets 2018: $1,570,3672018Assets 2019: $2,650,413Liabilities 2019: $970,831Net Assets 2019: $1,679,5822019Assets 2020: $2,417,160Liabilities 2020: $681,774Net Assets 2020: $1,735,3862020Assets 2021: $3,183,463Liabilities 2021: $794,543Net Assets 2021: $2,388,9202021Assets 2022: $2,810,869Liabilities 2022: $719,522Net Assets 2022: $2,091,3472022Assets 2023: $3,275,265Liabilities 2023: $947,151Net Assets 2023: $2,328,1142023

Latest loaded filing

2023

Assets$3,275,265
Liabilities$947,151
Net Assets$2,328,114
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,474,534Expenses 2011: $1,882,039Net Income 2011: -$407,5052011Revenue 2012: $1,680,179Expenses 2012: $1,804,592Net Income 2012: -$124,4132012Revenue 2013: $1,555,890Expenses 2013: $1,731,766Net Income 2013: -$175,8762013Revenue 2014: $1,859,869Expenses 2014: $1,484,497Net Income 2014: $375,3722014Revenue 2015: $1,457,827Expenses 2015: $1,317,043Net Income 2015: $140,7842015Revenue 2016: $1,412,610Expenses 2016: $1,355,554Net Income 2016: $57,0562016Revenue 2017: $1,537,629Expenses 2017: $1,482,735Net Income 2017: $54,8942017Revenue 2018: $1,613,234Expenses 2018: $1,575,662Net Income 2018: $37,5722018Revenue 2019: $1,702,307Expenses 2019: $1,656,485Net Income 2019: $45,8222019Revenue 2020: $1,921,231Expenses 2020: $1,823,802Net Income 2020: $97,4292020Revenue 2021: $1,709,459Expenses 2021: $1,430,799Net Income 2021: $278,6602021Revenue 2022: $1,798,196Expenses 2022: $1,784,461Net Income 2022: $13,7352022Revenue 2023: $2,022,512Expenses 2023: $1,813,333Net Income 2023: $209,1792023

Latest loaded filing

2023

Revenue$2,022,512
Expenses$1,813,333
Net Income$209,179
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.95$2.33$2.02$1.81$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.72$2.09$1.80$1.78$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.79$2.39$1.71$1.43$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.68$1.74$1.92$1.82$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.97$1.68$1.70$1.66$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.57$1.57$1.61$1.58$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.52$1.51$1.54$1.48$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.54$1.33$1.41$1.36$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.48$1.27$1.46$1.32$0.14
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.60$1.15$1.86$1.48$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.66$0.67$1.56$1.73$0.18
2012Summary only. Only limited summary data is available for this year.$1.40$0.65$0.75$1.68$1.80$0.12
2011Summary only. Only limited summary data is available for this year.$1.39$0.44$0.95$1.47$1.88$0.41
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Mar 5, 2020
Return Version
2018v3.2
Gross Receipts
$1,702,307
Mission and Program Overview

Mission

To promote the field of history in the united states and canada.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,648,856$1,843,725▲ $194,869
Cash and Non-Interest-Bearing Accounts$128,484$445,646▲ $317,162
Prepaid Expenses and Deferred Charges$89,363$205,406▲ $116,043
Accounts Receivable$179,094$141,990▼ $37,104
Land, Buildings, and Equipment, Net$16,547$8,524▼ $8,023
Savings and Temporary Cash Investments$74,627$5,122▼ $69,505
Total Assets$2,136,971$2,650,413▲ $513,442
Liabilities
Other Liabilities$503,205$878,906▲ $375,701
Accounts Payable and Accrued Expenses$63,399$91,925▲ $28,526
Total Liabilities$566,604$970,831▲ $404,227
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,514,134$1,843,725▲ $329,591
Temporarily Rstr Net Assets$209,349--
Unrestricted Net Assets$-153,116$-164,143▼ $11,027
Total Net Assets Fund Balance$1,570,367$1,679,582▲ $109,215
Total Liabilities and Net Assets / Fund Balance$2,136,971$2,650,413▲ $513,442

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$8,524$104,035$112,559
Equipment-$39,062$39,062
Other Securities$1,843,725--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,723,483$6,450▲ $183,604$69,812$1,843,725
2018$1,647,202$1,800▲ $128,483$54,002$1,723,483
2017$1,496,271-▲ $180,929$30,000$1,647,200
2016$1,340,584$184,076▲ $72,236$100,623$1,496,271
2015$1,253,895$85,886▲ $50,180$49,377$1,340,584
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John DichtlCEO & PresidFT$123,821$17,869$141,690

Board Members and Trustees

NameTitle
John FlemingChair
Katherine KanePast Chair
Norman Burns IiVice Chair
Alexandra RasicBoard Member
Christy ColemanBoard Member
Dennis a VasquezBoard Member
Erin Carlson MastBoard Member
Jeff MatsuokaBoard Member
Jennifer KilmerBoard Member
Kim FortneyBoard Member
Marian CarpenterBoard Member
Melanie AdamsBoard Member
Melissa BingmannBoard Member
Richard JoseyBoard Member
Sarah PharaonBoard Member
Scott WandsBoard Member
Stacy KlinglerBoard Member
Steve MurrayBoard Member
Dina BaileySecretary
Brent OttTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$898,113
Program Service Revenue
$586,967
Investment Income
$120,283
Other Revenue
$96,944
All Other Contributions
$180,923
Change in Net Assets
$45,822

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,702,307
Revenue Not Reported on Form 990
$63,393
Total Revenue per Audited Statements
$1,765,700
Total Revenue per Form 990
$1,702,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$962,911
Salaries, Compensation, and Employee Benefits$693,574
Total Fundraising Expense$20,326
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$264,207$174,558$7,728$446,493
Conferences and Meetings$224,202$14,308-$238,510
Fees for Services Other$128,269$59,728-$187,997
Current Officers, Directors, Trustees, and Key Employees$73,302$50,519-$123,821
All Other Expenses$57,829$35,051$9,759$102,639
Travel$69,515$12,365$68$81,948
Occupancy$46,615$17,479$609$64,703
Fees for Services Management$52,648--$52,648
Other Employee Benefits$28,475$17,736$618$46,829
Payroll Taxes$24,962$17,313$602$42,877
Pension Plan Contributions$19,967$13,130$457$33,554
Other Expenses$1,020$28,279$83$29,299
Office Expenses$17,257--$17,257
Fees for Services Accounting$9,323$6,131$213$15,667
Fees for Services Legal-$8,058-$8,058
Depreciation Depletion$4,764$3,132$109$8,005
Insurance-$6,909-$6,909
Total Functional Expenses$1,112,155$524,004$20,326$1,656,485

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,656,485
Total Expenses per Audited Statements$1,656,485
Total Expenses per Form 990$1,656,485
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$533,111
Unearned Membership Dues$345,795
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 7A

“The organization's members elect the board of directors.”

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

“A draft copy of form 990 is reviewed by the president/ceo and chief operating officer. Then sent to audit committee and full board prior to filing to adhere to the tax filing due date.”

Form 990, Page 6, Part VI, Line 12C

“All officers and council members are required to read and sign the organization's conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee reviews and approves the president's salary.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are located on aashl's web site. Form 990 and related financial information can be found on basecamp.”

Filing and Contact Details

Filer

Filer Name
American Association for State and
EIN
39-0962197
Phone
6153203203
Address
2021 21ST AVE S SUITE 320, NASHVILLE, TN 37212

Signing Officer

Name
John Dichtl
Title
CEO & President
Phone
6153203203
Signed
2020-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Dichtl
Formed
1940
Legal Domicile
Tn
Voting Board Members
20
Independent Board Members
20
Employees
13

Preparer

Firm
Edmondson Betzler & Dame Pllc
Address
110 WINNERS CIRCLE N STE 102, BRENTWOOD, TN 37027-5272
Preparer
Jeffery a Betzler
Phone
6159163100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Publications: aaslh publishes numerous books that provide a source of information, ideas, and news related to history.”

Form 990, Part IX, Line 11G

“Consulting 128,269 59,728 0”

Raw XML AppendixShowing 400 of 621 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.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt091925
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IRS990/AccountsReceivableGrp/EOYAmt0141990
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE THE FIELD OF HISTORY IN THE UNITED STATES AND CANADA.
IRS990/AllOtherContributionsAmt0180923
IRS990/AllOtherExpensesGrp/FundraisingAmt09759
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt035051
IRS990/AllOtherExpensesGrp/ProgramServicesAmt057829
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IRS990/AuditCommitteeInd0true
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd037228
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IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
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IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt073302
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0123821
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt014308
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IRS990/ConferencesMeetingsGrp/TotalAmt0238510
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0898113
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0120283
IRS990/CYOtherExpensesAmt0962911
IRS990/CYOtherRevenueAmt096944
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01702307
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt04764
IRS990/DepreciationDepletionGrp/TotalAmt08005
IRS990/Desc0PERIODICALS: AASLH PREPARES A MONTHLY NEWSLETTER AND A QUARTERLY MAGAZINE THAT ARE SENT TO APPROXIMATELY 5,200 MEMBERS TO PROVIDE A CLEARING HOUSE FOR THE EXCHANGE OF INFORMATION.
IRS990/DescribedInSection501c3Ind0true
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt013
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0113157
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IRS990/FeesForServicesOtherGrp/TotalAmt0187997
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IRS990/Form1098CFiledInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN FLEMING
IRS990/Form990PartVIISectionAGrp/PersonNm1NORMAN BURNS II
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IRS990/Form990PartVIISectionAGrp/PersonNm3DINA BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm4BRENT OTT
IRS990/Form990PartVIISectionAGrp/PersonNm5MELANIE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm6MARIAN CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTY COLEMAN
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