ECONOMIC HISTORY ASSOCIATION C/O MICHAEL HAUPERT

EIN: 136128711 501(c)(3)

LA CROSSE, WI

Total Revenue
$523,887
Total Expenses
$487,203
Total Assets
$4,534,018
Net Assets
$4,516,536
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1940
Legal Domicile
NY
Principal Officer
MICHAEL HAUPERT
Phone
6087856863
Tax Period
2024-08-01 to 2025-07-31

ECONOMIC HISTORY ASSOCIATION C/O MICHAEL HAUPERT, founded in 1940, is a small nonprofit that reported $524K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $487K left a modest 7% surplus.

Mission

ENCOURAGE RESEARCH, TEACHING & PUBLISHING IN ECONOMIC HISTORY

Program Service Accomplishments

Program 1
Expenses: $264,926

PROVIDE RESEARCH GRANTS & AWARDS FOR ECONOMIC RESEARCH & TEACHING

Program 2
Expenses: $184,064 Revenue: $284,176

PUBLISH THE "JOURNAL OF ECONOMIC HISTORY". IT IS PUBLISHED QUARTERLY AND SERVES APPROXIMATELY 1,100 SCHOLARS AND 2,000 LIBRARIES.

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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 $128,963
Program Service Revenue $284,176
Investment Income $110,748
Other Revenue $0
TOTAL REVENUE $523,887

Expense Breakdown

Grants Paid $0
Salaries & Benefits $48,281
Fundraising Expenses $0
Program Expenses $448,990
Other Expenses $438,922
TOTAL EXPENSES $487,203

Year-over-Year Comparison

2024 2023 Change
Revenue $523,887 $469,468 +0.1%
Expenses $487,203 $498,329 0.0%
Net Income $36,684 $-28,861 -2.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
2
Volunteers
N/A

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
3
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LETICIA ARROYO ABAD TRUSTEE N/A
Director
$0 $0 $0
DAN BOGART VICE PRESIDE N/A
Director
$0 $0 $0
SHARI ELI TRUSTEE N/A
Director
$0 $0 $0
CAROLINE FOHLIN AUDIT/BUDGET N/A
Director
$0 $0 $0
CAROLA FRYDMAN TRUSTEE N/A
Director
$0 $0 $0
LEIGH GARDNER TRUSTEE N/A
Director
$0 $0 $0
BISHNUPRIYA GUPTA EDITOR N/A
Director
$0 $0 $0
JANE HUMPHRIES PAST PRESIDE N/A
Director
$0 $0 $0
DOUGLAS IRWIN PAST PRESIDE N/A
Officer Director
$0 $0 $0
JEREMY LAND MEETINGS COO N/A
Director
$0 $0 $0
CAROLYN MOEHLING EDITOR N/A
Director
$0 $0 $0
ALDO MUSCACCHIO REPRESENT TO N/A
Director
$0 $0 $0
PAUL RHODE PAST PRESIDE N/A
Officer Director
$0 $0 $0
CHRISTINA ROMER PRESIDENT EL N/A
Director
$0 $0 $0
JEAN-LAURENT ROSENTHAL PRESIDENT N/A
Director
$0 $0 $0
MICHAEL HAUPERT EXECUTIVE DI N/A
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
2025 $523,887 $487,203 $4,534,018 $36,684
2024 $469,468 $498,329 $4,122,498 $-28,861
2023 $570,277 $505,655 $3,769,802 $64,622
2022 $692,094 $461,964 $3,646,928 $230,130
2021 $414,369 $314,570 $3,945,655 $99,799
2020 $452,847 $414,382 $3,219,080 $38,465
2019 $461,996 $575,832 $2,866,647 $-113,836
2018 $433,926 $394,483 $2,854,234 $39,443
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