Civic Intelligence

American Historical Association

990 • Fiscal year 2017 • EIN 53-0217487

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 16, 2018

400 A Street SEWashington, DC 20003

(202) 544-2422

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.19x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.35x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$271,843

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

83rd percentile

21%

Faster asset growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$9,615,855

Up $1,678,790 (+21%) from 2016

Net Assets

Up

$7,782,720

Up $1,894,049 (+32%) from 2016

Liabilities

Down

$1,833,135

Down $215,259 (-11%) from 2016

Revenue

Up

$5,176,092

Up $1,041,992 (+25%) from 2016

Expenses

Down

$3,757,506

Down $694,320 (-16%) from 2016

Net Income

Up

$1,418,586

Up $1,736,312 (+546%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $4,856,765Liabilities 2010: $1,069,694Net Assets 2010: $3,787,0712010Assets 2011: $5,459,542Liabilities 2011: $972,820Net Assets 2011: $4,486,7222011Assets 2012: $8,125,206Liabilities 2012: $2,827,922Net Assets 2012: $5,297,2842012Assets 2013: $7,644,372Liabilities 2013: $2,316,172Net Assets 2013: $5,328,2002013Assets 2014: $9,533,818Liabilities 2014: $1,981,300Net Assets 2014: $7,552,5182014Assets 2016: $7,937,065Liabilities 2016: $2,048,394Net Assets 2016: $5,888,6712016Assets 2017: $9,615,855Liabilities 2017: $1,833,135Net Assets 2017: $7,782,7202017Assets 2018: $9,630,423Liabilities 2018: $1,942,925Net Assets 2018: $7,687,4982018Assets 2019: $10,975,302Liabilities 2019: $2,076,676Net Assets 2019: $8,898,6262019Assets 2020: $10,587,693Liabilities 2020: $2,429,695Net Assets 2020: $8,157,9982020Assets 2021: $11,585,222Liabilities 2021: $2,003,368Net Assets 2021: $9,581,8542021Assets 2022: $10,775,431Liabilities 2022: $1,789,660Net Assets 2022: $8,985,7712022Assets 2023: $10,887,986Liabilities 2023: $1,843,857Net Assets 2023: $9,044,1292023Assets 2024: $10,534,518Liabilities 2024: $1,744,937Net Assets 2024: $8,789,5812024Assets 2025: $11,185,086Liabilities 2025: $1,803,155Net Assets 2025: $9,381,9312025

Highlighted filing

2017

Assets$9,615,855
Liabilities$1,833,135
Net Assets$7,782,720

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,301,4262010Revenue 2011: $3,561,221Expenses 2011: $3,367,382Net Income 2011: $193,8392011Revenue 2012: $4,669,172Expenses 2012: $3,553,017Net Income 2012: $1,116,1552012Revenue 2013: $3,776,172Expenses 2013: $3,827,489Net Income 2013: -$51,3172013Revenue 2014: $5,422,037Expenses 2014: $3,860,782Net Income 2014: $1,561,2552014Revenue 2016: $4,134,100Expenses 2016: $4,451,826Net Income 2016: -$317,7262016Revenue 2017: $5,176,092Expenses 2017: $3,757,506Net Income 2017: $1,418,5862017Revenue 2018: $4,023,806Expenses 2018: $4,001,121Net Income 2018: $22,6852018Revenue 2019: $5,404,807Expenses 2019: $4,200,299Net Income 2019: $1,204,5082019Revenue 2020: $3,782,153Expenses 2020: $4,360,671Net Income 2020: -$578,5182020Revenue 2021: $3,803,006Expenses 2021: $3,938,558Net Income 2021: -$135,5522021Revenue 2022: $4,710,138Expenses 2022: $4,149,093Net Income 2022: $561,0452022Revenue 2023: $5,841,306Expenses 2023: $6,175,450Net Income 2023: -$334,1442023Revenue 2024: $4,230,221Expenses 2024: $5,095,672Net Income 2024: -$865,4512024Revenue 2025: $4,834,406Expenses 2025: $4,577,215Net Income 2025: $257,1912025

Highlighted filing

2017

Revenue$5,176,092
Expenses$3,757,506
Net Income$1,418,586
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 16, 2018
Return Version
2016v3.1
Gross Receipts
$7,465,545
Mission and Program Overview

Mission

As the largest professional organization for historians in the world, the Association promotes history and historical work through publications, an annual meeting, professional development, prizes, ongoing committee activities, and special projects.

The Association promotes history and historical work through publications, an annual meeting, professional development, prizes,ongoing committee activities,and special projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,960,113$7,759,920▲ $799,807
Pledges and Grants Receivable$50,824$807,937▲ $757,113
Cash and Non-Interest-Bearing Accounts$351,842$542,696▲ $190,854
Savings and Temporary Cash Investments$257,326$207,837▼ $49,489
Land, Buildings, and Equipment, Net$193,464$194,418▲ $954
Prepaid Expenses and Deferred Charges$83,924$53,225▼ $30,699
Accounts Receivable$21,916$24,842▲ $2,926
Inventories for Sale or Use$20,708$13,857▼ $6,851
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,955,257$9,615,855▲ $1,660,598
Other Assets Total$15,140$11,123▼ $4,017
Liabilities
Deferred Revenue$1,694,788$1,648,212▼ $46,576
Accounts Payable and Accrued Expenses$217,754$184,923▼ $32,831
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,912,542$1,833,135▼ $79,407
Net Assets / Fund Balance
Unrestricted Net Assets$3,920,031$4,176,807▲ $256,776
Temporarily Rstr Net Assets$1,008,358$2,491,587▲ $1,483,229
Permanently Rstr Net Assets$1,114,326$1,114,326→ $0
Total Net Assets Fund Balance$6,042,715$7,782,720▲ $1,740,005
Total Liabilities and Net Assets / Fund Balance$7,955,257$9,615,855▲ $1,660,598

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$146,957$438,264$585,221
Equipment$39,461$503,754$543,215
Land$8,000-$8,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,404,771$1,641,859▲ $502,036-$6,161,803
2015$5,124,577$298,817▲ $89,776-$4,404,771
2014$6,014,945$162,304▲ $113,768-$5,124,577
2013$3,883,749$1,934,312▲ $624,366-$6,014,945
2012$3,641,653$417,330▲ $262,496-$3,883,749
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James GrossmanExecutive DirectorFT$224,526$47,317$271,843
Randy NorellControllerFT$114,059$22,271$136,330
Seth DenboDirector Scholarly CommunicationsFT$84,416$17,381$101,797
Dana SchafferDeputy DirectorFT$80,950$18,184$99,134

Board Members and Trustees

NameTitle
Patrick ManningPast President
Tyler StovallPresident
Mary Beth NortonPresident-elect
Edmund P Russell IiiVice President
Elizabeth LehfeldtVice President
Kevin BoyleVice President
Becky M NicolaidesCouncil Member
Brenda J SantosCouncil Member
Carlos Alberto ContrerasCouncil Member
David a BellCouncil Member
Debjani BhattacharyyaCouncil Member
James SweetCouncil Member
Jeffrey BowmanCouncil Member
Susanne L MarchandCouncil Member
Valerie PaleyCouncil Member
Chris McnickleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,786,391
Program Service Revenue
$2,335,080
Investment Income
$377,127
Other Revenue
$677,494
All Other Contributions
$1,760,669
Change in Net Assets
$1,418,586

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,176,092
Revenue Not Reported on Form 990
$321,419
Total Revenue per Audited Statements
$5,497,511
Total Revenue per Form 990
$5,176,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,848,948
Salaries, Compensation, and Employee Benefits$1,789,813
Grants and Similar Amounts Paid$118,745
Total Fundraising Expense$36,295
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$494,183$251,122$15,210$760,515
Fees for Services Other$618,555$21,731-$640,286
Current Officers, Directors, Trustees, and Key Employees$401,533$204,041$12,359$617,933
Travel$152,504$52,600-$205,104
Other Employee Benefits$123,559$62,763$3,802$190,124
Conferences and Meetings$170,279$13,553-$183,832
Information Technology$24,727$103,243-$127,970
Pension Plan Contributions$80,168$40,738$2,467$123,373
Grants to Domestic Individuals$98,306--$98,306
Payroll Taxes$63,595$32,316$1,957$97,868
Other Expenses$94,023$1,498-$95,521
Occupancy$3,430$63,280-$66,710
Office Expenses$16,427$31,590$500$48,517
All Other Expenses$691,023$-652,727-$38,296
Depreciation Depletion$1,730$32,167-$33,897
Fees for Services Accounting-$29,802-$29,802
Insurance$3,215$19,997-$23,212
Fees for Service Investment Mgmnt Fees$787$21,173-$21,960
Grants to Domestic Orgs$17,000--$17,000
Advertising$8,490$1,361-$9,851
Fees for Services Legal-$8,502-$8,502
Foreign Grants$3,439--$3,439
Total Functional Expenses$3,241,790$479,421$36,295$3,757,506

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,757,506
Total Expenses per Audited Statements$3,757,506
Total Expenses per Form 990$3,757,506
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
American Historical Association
EIN
53-0217487
In Care Of
% THE ASSOCIATION
Phone
2025442422
Address
400 A STREET SE, WASHINGTON, DC 20003

Signing Officer

Name
Dana Schaffer
Title
Deputy Director
Phone
2025442422
Signed
2018-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dana Schaffer
Formed
1884
Legal Domicile
Dc
Voting Board Members
15
Independent Board Members
15
Employees
20

Preparer

Firm
SE McMASTER & ASSOCIATES PLLC
Address
1825 K STREET NW STE 705, WASHINGTON, DC 20006
Preparer
S E McMaster CPA
Phone
2022235001
Supplemental Narrative

Additional Explanations

Form 990 Review

A copy of the draft form 990 was circulated to the council via website portal before being filed.

Conflict of Interest Policy

On an annual basis, each council member reviews the conflict of interest policy and completes and signs a conflict of interest disclosure form, in which he/she identifies potential conflicts of interest or states that there are none. If there is a potential conflict of interest, the council member recuses himself/herself from discussions and votes on that matter.

Executive Compensation

The council determines the executive director's compensation based on their knowledge of salaries in the nonprofit and higher education arenas. The executive director sets staff salaries within the budget approved by the council.

Council Meeting Minutes

The council documents the minutes of each meeting. Meeting minutes are reviewed and approved at the next council meeting.

Public Disclosure

The association's governing documents, conflict of interest policy, tax returns, and financial statements are available to the public upon request.

Governing Document Changes

The AHA Council has approved the following changes to the AHA bylaws regarding the removal of committee members and the approval of exceptions to committee term start dates, effective June 3, 2017. Attached are the updated bylaws. 13. Bylaw pursuant to Article VIII: All AHA committee members are subject to removal based on the non-performance of duties as outlined in relevant committee documents. Upon the recommendation of the committee chair or staff liaison, the committees appointive body can by a 2/3 vote remove a member of the committee for non-performance of assigned duties. Before making such a recommendation, the committee chair or staff member must give the non-performing committee member a warning in writing, pointing out the ways performance has been insufficient, and indicating how performance can be improved. 16. Bylaws pursuant to Article IX, Sections 13: (7) All persons elected to Association office in the annual election shall assume office at the conclusion of the next annual business meeting. The Council may approve exceptions to the term start date based on the needs of a particular committee.

Form 990 Part IX Line 11G

Description:ahr consultants total fees:441111

Form 990 Part IX Line 11G

Description:research consulting total fees:12127

Form 990 Part IX Line 11G

Description:annual meeting contractors total fees:146522

Form 990 Part IX Line 11G

Description:administrative support total fees:10651

Form 990 Part IX Line 11G

Description:graphic design and layout total fees:29875

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.2$1.80$9.38$4.83$4.58$0.26
2024Detailed filing. Detailed filing data is available for this year.$10.5$1.74$8.79$4.23$5.10$0.87
2023Detailed filing. Detailed filing data is available for this year.$10.9$1.84$9.04$5.84$6.18$0.33
2022Detailed filing. Detailed filing data is available for this year.$10.8$1.79$8.99$4.71$4.15$0.56
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$2.00$9.58$3.80$3.94$0.14
2020Detailed filing. Detailed filing data is available for this year.$10.6$2.43$8.16$3.78$4.36$0.58
2019Detailed filing. Detailed filing data is available for this year.$11.0$2.08$8.90$5.40$4.20$1.20
2018Detailed filing. Detailed filing data is available for this year.$9.63$1.94$7.69$4.02$4.00$0.02
2017Detailed filing. Detailed filing data is available for this year.$9.62$1.83$7.78$5.18$3.76$1.42
2016Detailed filing. Detailed filing data is available for this year.$7.94$2.05$5.89$4.13$4.45$0.32
2014Summary only. Only limited summary data is available for this year.$9.53$1.98$7.55$5.42$3.86$1.56
2013Summary only. Only limited summary data is available for this year.$7.64$2.32$5.33$3.78$3.83$0.05
2012Summary only. Only limited summary data is available for this year.$8.13$2.83$5.30$4.67$3.55$1.12
2011Summary only. Only limited summary data is available for this year.$5.46$0.97$4.49$3.56$3.37$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$1.07$3.79$3.30