Civic Intelligence

American Catholic Historical

EIN 52-6041154 • 501(c)3 • Emmitsburg, MD

Profile

The american catholic historical association is a community of scholars, activists, and teachers of catholic studies. From its earliest years, the association has pursued two main objectives: promotion of a deeper and widespread knowledge of the history of the catholic church broadly considered, and advancement of historical scholarship in all fields among its members.

16300 Old Emmitsburg RdEmmitsburg, MD 21727

www.achahistory.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-9.0%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,774,997

Up $213,197 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$1,774,997

Up $213,197 (+14%) from 2022

Operations
Liabilities / Revenue19th percentileNet Margin65th percentile

Revenue

Down

$168,121

Down $16,583 (-9.0%) from 2022

Expenses

Down

$145,645

Down $13,401 (-8.4%) from 2022

Net Income

Down

$22,476

Down $3,182 (-12%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $889,268Liabilities 2011: $02011Assets 2012: $1,008Liabilities 2012: $02012Assets 2013: $1,176,655Liabilities 2013: $02013Assets 2014: $1,227,233Liabilities 2014: $0Net Assets 2014: $1,227,2332014Assets 2015: $1,188,216Liabilities 2015: $0Net Assets 2015: $1,188,2162015Assets 2016: $1,223,079Liabilities 2016: $0Net Assets 2016: $1,223,0792016Assets 2017: $1,413,440Liabilities 2017: $11,250Net Assets 2017: $1,402,1902017Assets 2018: $1,298,197Liabilities 2018: $0Net Assets 2018: $1,298,1972018Assets 2019: $1,471,596Liabilities 2019: $0Net Assets 2019: $1,471,5962019Assets 2020: $1,695,845Liabilities 2020: $0Net Assets 2020: $1,695,8452020Assets 2021: $1,896,213Liabilities 2021: $0Net Assets 2021: $1,896,2132021Assets 2022: $1,561,800Liabilities 2022: $0Net Assets 2022: $1,561,8002022Assets 2023: $1,774,997Liabilities 2023: $0Net Assets 2023: $1,774,9972023

Highlighted filing

2023

Assets$1,774,997
Liabilities$0
Net Assets$1,774,997
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $85,660Expenses 2011: $75,130Net Income 2011: $10,5302011Revenue 2012: $73,200Expenses 2012: $62,450Net Income 2012: $10,7502012Revenue 2013: $208,525Expenses 2013: $40,150Net Income 2013: $168,3752013Revenue 2014: $80,457Expenses 2014: $63,426Net Income 2014: $17,0312014Revenue 2015: $78,050Expenses 2015: $78,050Net Income 2015: $02015Revenue 2016: $78,358Expenses 2016: $55,133Net Income 2016: $23,2252016Revenue 2017: $223,741Expenses 2017: $33,379Net Income 2017: $190,3622017Revenue 2018: $116,920Expenses 2018: $70,573Net Income 2018: $46,3472018Revenue 2019: $102,680Expenses 2019: $129,750Net Income 2019: -$27,0702019Revenue 2020: $96,705Expenses 2020: $75,052Net Income 2020: $21,6532020Revenue 2021: $151,006Expenses 2021: $83,698Net Income 2021: $67,3082021Revenue 2022: $184,704Expenses 2022: $159,046Net Income 2022: $25,6582022Revenue 2023: $168,121Expenses 2023: $145,645Net Income 2023: $22,4762023

Highlighted filing

2023

Revenue$168,121
Expenses$145,645
Net Income$22,476
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,774,997
Liabilities
$0
Net assets
$1,774,997
Revenue
$168,121
Expenses
$145,645
Net income
$22,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.17$0.15$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.18$0.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.10$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.12$0.07$0.05
2017Summary only. Only limited summary data is available for this year.$1.41$0.01$1.40$0.22$0.03$0.19
2016Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.08$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.08$0.08$0.00
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$1.23$0.08$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$0.21$0.04$0.17
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.07$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.09$0.08$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$188,563
Mission and Program Overview

Mission

The american catholic historical association is a community of scholars, activists, and teachers of catholic studies. From its earliest years, the association has pursued two main objectives: promotion of a deeper and widespread knowledge of the history of the catholic church broadly considered, and advancement of historical scholarship in all fields among its members.

Association of scholars and historians whose academic and research interests focus on the history of roman catholicism or the influence of roman catholicism on secular history. Award research grants and book prizes, hold an annual conference.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,542,142$1,750,864▲ $208,722
Cash and Non-Interest-Bearing Accounts$19,416$23,890▲ $4,474
Total Assets$1,561,800$1,774,997▲ $213,197
Other Assets Total$242$243▲ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,364,371$1,605,120▲ $240,749
Net Assets With Donor Restrictions$197,429$169,877▼ $27,552
Total Net Assets Fund Balance$1,561,800$1,774,997▲ $213,197
Total Liabilities and Net Assets / Fund Balance$1,561,800$1,774,997▲ $213,197

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$197,429$5,000▼ $28,052-$169,877
2022$106,997$52,068▲ $38,364-$197,429
2021$72,251$32,157▲ $11,565$524$106,997
2020$67,027-▲ $11,224-$72,251
2019$109,109-▲ $19,138$55,220$67,027
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Charles T StraussExecutive DiPT$15,540$15,540

Board Members and Trustees

NameTitle
Michael PasquierPresident
Nelson MinnichEx Officio
CATHERINE O'DONNELLExecutive Co
David RoachExecutive Co
Karen ParkExecutive Co
Kyle RobertsExecutive Co
Sean BrennanExecutive Co
Shannen Dee WilliamsExecutive Co
Sofia MauretteExecutive Co
Tuan HoangExecutive Co
Brenna MoorePast Preside
Anthony SmithVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$68,417
Program Service Revenue
$0
Investment Income
$91,017
Other Revenue
$8,687
Change in Net Assets
$22,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,689
Salaries, Compensation, and Employee Benefits$28,450
Grants and Similar Amounts Paid$12,506
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$28,398--$28,398
Office Expenses$14,390$2,292-$16,682
Current Officers, Directors, Trustees, and Key Employees-$15,450-$15,450
Other Salaries and Wages$12,500$500-$13,000
Grants to Domestic Individuals$12,506--$12,506
Fees for Service Investment Mgmnt Fees-$8,015-$8,015
Fees for Services Accounting-$1,950-$1,950
Other Expenses$22,644$989-$989
Insurance-$95-$95
Total Functional Expenses$90,438$55,207$0$145,645
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
No
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

“The form 990 is provided to the finance committee and approved prior to the return being submitted to the irs.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are posted online at www.achahistory.org and tax returns are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
American Catholic Historical
EIN
52-6041154
Phone
3014475314
Address
16300 OLD EMMITSBURG RD, EMMITSBURG, MD 21727

Signing Officer

Name
Charles T Strauss
Title
Executive Director
Phone
3014475314
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles T Strauss
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
75

Preparer

Firm
Raffensperger Martin & Finkenbiner LLC
Address
34 W MIDDLE ST STE 1, GETTYSBURG, PA 17325
Preparer
John R Martin Iii CPA
Phone
7173371414
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The american catholic historical association is a community of scholars, activists, and teachers of catholic studies. From its earliest years, the association has pursued two main objectives: promotion of a deeper and widespread knowledge of the history of the catholic church broadly considered, and advancement of historical scholarship in all fields among its members.”

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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/MissionDesc0THE AMERICAN CATHOLIC HISTORICAL ASSOCIATION IS A COMMUNITY OF SCHOLARS, ACTIVISTS, AND TEACHERS OF CATHOLIC STUDIES. FROM ITS EARLIEST YEARS, THE ASSOCIATION HAS PURSUED TWO MAIN OBJECTIVES: PROMOTION OF A DEEPER AND WIDESPREAD KNOWLEDGE OF THE HISTORY OF THE CATHOLIC CHURCH BROADLY CONSIDERED, AND ADVANCEMENT OF HISTORICAL SCHOLARSHIP IN ALL FIELDS AMONG ITS MEMBERS.
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IRS990/PrincipalOfficerNm0CHARLES T STRAUSS
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SUMMER RESEARCH GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1TRAVEL AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2PRIZES AWARDED
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt01) THE SUMMER GRADUATE STUDENT RESEARCH GRANTS - COMPLETED REPORTS OF SUMMER RESEARCH PROJECTS ARE SUBMITTED AND EVALUATED ANNUALLY. 2) PRESIDENTIAL GRADUATE STUDENT TRAVEL AWARDS ARE PROVIDED TO RECIPIENTS TO ATTEND THE ANNUAL CONFERENCE WHOSE ATTANDENCE IS MONITORED. 3)PRIZES AWARDED CONSISTS OF PRIZES GIVEN TO AUTHORS OF VARIOUS RELIGIOUS PAPERS. SUBMITTED PAPERS ARE READ BY COMMITTEES AND AN APPLICANT IS SELECTED BASED ON CRITERIA SET BY INDIVIDUAL AWARD QUALIFICATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AMERICAN CATHOLIC HISTORICAL ASSOCIATION IS A COMMUNITY OF SCHOLARS, ACTIVISTS, AND TEACHERS OF CATHOLIC STUDIES. FROM ITS EARLIEST YEARS, THE ASSOCIATION HAS PURSUED TWO MAIN OBJECTIVES: PROMOTION OF A DEEPER AND WIDESPREAD KNOWLEDGE OF THE HISTORY OF THE CATHOLIC CHURCH BROADLY CONSIDERED, AND ADVANCEMENT OF HISTORICAL SCHOLARSHIP IN ALL FIELDS AMONG ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE AND APPROVED PRIOR TO THE RETURN BEING SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE POSTED ONLINE AT WWW.ACHAHISTORY.ORG AND TAX RETURNS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES T STRAUSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03014475314
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN CATHOLIC HISTORICAL

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