PALEONTOLOGICAL SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1908

Legal Domicile

Principal Officer

ROWAN LOCKWOOD

Phone

3016347084

Tax Period

2024-01-01 to 2024-12-31

PALEONTOLOGICAL SOCIETY, founded in 1908, is a small nonprofit in the Arts, Culture & Humanities sector that reported $595K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $196K, a strong 33% operating margin.

Mission

THE PALEONTOLOGICAL SOCIETY IS AN INTERNATIONAL NONPROFIT ORGANIZATION DEVOTED EXCLUSIVELY TO THE ADVANCEMENT OF THE SCIENCE OF PALEONTOLOGY: INVERTEBRATE AND VERTEBRATE PALEONTOLOGY, MICROPALEONTOLOGY, AND PALEOBOTANY. THE SOCIETY HAS SIX GEOGRAPHIC SECTIONS AND HOLDS BOTH SECTION MEETINGS AS WELL AS AN ANNUAL MEETING FOR THE ENTIRE MEMBERSHIP. OTHER PROGRAM EXPENSES INCLUDE MEMBERSHIPS, AWARDS AND SCHOLARSHIPS FOR STUDENTS WORKING IN THE FIELD.

Program Service Accomplishments

Program 1

Expenses: $53,441

THE SOCIETY USUALLY HOLDS AN ANNUAL MEETING, WHICH IS ORDINARILY IN THE FALL. THE SECTIONS HOLD MEETINGS, WHICH ARE USUALLY IN THE SPRING. AT THE MEETINGS, MEMBERS PRESENT VOLUNTEERED PAPERS AND...

THE SOCIETY USUALLY HOLDS AN ANNUAL MEETING, WHICH IS ORDINARILY IN THE FALL. THE SECTIONS HOLD MEETINGS, WHICH ARE USUALLY IN THE SPRING. AT THE MEETINGS, MEMBERS PRESENT VOLUNTEERED PAPERS AND POSTER SESSIONS; THE SOCIETY NORMALLY HOSTS AN INVITED SPEAKER SYMPOSIUM. FIELD TRIPS ARE OCCASIONALLY OFFERED. AT THE ANNUAL MEETING, A SHORT COURSE IS PRESENTED, AND THE SOCIETY HAS ITS ANNUAL DINNER, AWARDS CEREMONY, AND BUSINESS MEETING.

Program 2

Expenses: $36,691 Revenue: $100,000

PUBLICATION OF THE JOURNAL OF PALEONTOLOGY AND PALEOBIOLOGY

Program 3

Expenses: $188,487

SUPPORTING STUDENTS AND OTHERS THROUGH GRANTS AND SCHOLARSHIPS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $128,740

Program Service Revenue $100,000

Investment Income $363,185

Other Revenue $2,630

TOTAL REVENUE $594,555

Expense Breakdown

Grants Paid $183,269

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $278,619

Other Expenses $215,609

TOTAL EXPENSES $398,878

Year-over-Year Comparison

	2024	2023	Change
Revenue	$594,555	$634,843	-0.1%
Expenses	$398,878	$380,114	+0.0%
Net Income	$195,677	$254,729	-0.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE RAYMOND	PAST PRESIDE	3.00	Officer	$0	$0	$0
ROWAN LOCKWOOD	PRESIDENT	10.00	Officer	$0	$0	$0
NICOLE BONUSO	CHIEF FINANC	7.00	Officer	$0	$0	$0
ELIZABETH SIBERT	COUNCIL MEMB	8.00	Director	$0	$0	$0
MADELINE MARSHALL	COUNCIL MEMB	3.00	Director	$0	$0	$0
JOHN HUNTLEY	COUNCIL MEMB	3.00	Director	$0	$0	$0
CARMI THOMPSON	COUNCIL MEMB	3.00	Director	$0	$0	$0
BRENDA HUNDA	EDITOR	8.00	Director	$0	$0	$0
JOHN CALEDE	EDITOR	8.00	Director	$0	$0	$0
MARK PATZKOWSKY	INCOMING PRE	6.00	Officer	$0	$0	$0
JILL LEONARD-PINGEL	CHEIF INFORM	8.00	Officer	$0	$0	$0
ERIN SAUPE	EDITOR	8.00	Director	$0	$0	$0
SARA PRUSS	COUNCIL MEMB	3.00	Director	$0	$0	$0
PHIL STOKES	COUNCIL MEMB	4.00	Director	$0	$0	$0
PEDRO MONARREZ	COUNCIL MEMB	4.00	Director	$0	$0	$0
ASHLEY DINEEN	COUNCIL MEMB	3.00	Director	$0	$0	$0
LISA PARK BOUSH	COUNCIL MEMB	3.00	Director	$0	$0	$0
JEANETTE PIRLO	COUNCIL MEMB	1.00	Director	$0	$0	$0
TOM TOBIN	COUNCIL MEMB	7.00	Director	$0	$0	$0
KELLY TINGLE	COUNCIL MEMB	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$594,555	$398,878	$6,388,031	$195,677
2023	$634,843	$380,114	$5,800,138	$254,729
2022	$553,143	$449,396	$5,090,379	$103,747
2021	$834,675	$359,113	$5,998,839	$475,562
2020	$898,558	$313,287	$4,943,030	$585,271
2019	$393,848	$371,329	$4,322,052	$22,519
2018	$512,945	$430,356	$3,769,231	$82,589