THE SOCIETY OF VERTEBRATE PALEONTOLOGY

EIN: 060906643 501(c)(3)

MCLEAN, VA

Total Revenue
$1,868,165
Total Expenses
$1,175,077
Total Assets
$5,784,508
Net Assets
$5,623,850
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1940
Legal Domicile
CA
Principal Officer
LEE LOWERY
Phone
3016347024
Tax Period
2024-01-01 to 2024-12-31

THE SOCIETY OF VERTEBRATE PALEONTOLOGY, founded in 1940, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $693K, a strong 37% operating margin.

Mission

TO ADVANCE THE SCIENCE OF VERTEBRATE PALEONTOLOGY AND TO SERVE THE COMMON INTERESTS AND FACILITATE THE COOPORATION OF ALL PERSONS CONCERNED WITH THE HISTORY, EVOLUTION, COMPARATIVE ANATOMY, AND TAXONOMY OF VERTEBRATE ANIMALS, AS WELL AS, FIELD OCCURANCE, COLLECTION, AND STUDY OF FOSSIL VERTEBRATES AND THE STRATIGRAPHY OF THE BEDS IN WHICH THEY ARE FOUND. THE SOCIETY IS ALSO CONCERNED WITH THE CONSERVATION AND PRESERVATION OF FOSSIL SITES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $111,076
Program Service Revenue $886,246
Investment Income $870,188
Other Revenue $655
TOTAL REVENUE $1,868,165

Expense Breakdown

Grants Paid $65,642
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $953,382
Other Expenses $1,109,435
TOTAL EXPENSES $1,175,077

Year-over-Year Comparison

2024 2023 Change
Revenue $1,868,165 $1,149,710 +0.6%
Expenses $1,175,077 $1,075,635 +0.1%
Net Income $693,088 $74,075 +8.4%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
100

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
6
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KAREN CHIN MEMBER AT LA 1.00
Director
$0 $0 $0
SAMANTHA HOPKINS SECRETARY 1.00
Officer Director
$0 $0 $0
ZERINA JOHANSSON MEMBER AT LA 1.00
Director
$0 $0 $0
PAUL KOCH MEMBER AT LA 1.00
Director
$0 $0 $0
MARGARET LEWIS PRESIDENT 8.00
Officer Director
$0 $0 $0
TAISSA RODRIGUES MEMBER AT LA 1.00
Director
$0 $0 $0
STUART SUMIDA VICE PRESIDE 8.00
Officer Director
$0 $0 $0
JESSICA THEODOR IMMED.PAST P 1.00
Officer Director
$0 $0 $0
TED VLAMIS TREASURER 3.00
Officer Director
$0 $0 $0
LINDSAY ZANNO MEMBER AT LA 1.00
Director
$0 $0 $0
LEE LOWERY EXECUTIVE DI 30.00
Officer
$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 $1,868,165 $1,175,077 $5,784,508 $693,088
2023 $1,149,710 $1,075,635 $5,323,052 $74,075
2022 $1,031,073 $1,041,824 $5,014,263 $-10,751
2021 $984,766 $775,959 $5,820,961 $208,807
2020 $742,591 $617,193 $5,669,095 $125,398
2019 $1,054,702 $1,032,854 $5,200,076 $21,848
2018 $1,152,793 $911,152 $4,583,717 $241,641
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