ECONOMIC HISTORY ASSOCIATION C/O MICHAEL HAUPERT

EIN: 136128711 501(c)(3)

LA CROSSE, WI

Total Revenue
$469,468
Total Expenses
$498,329
Total Assets
$4,122,498
Net Assets
$4,117,098
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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
2023-08-01 to 2024-07-31

ECONOMIC HISTORY ASSOCIATION C/O MICHAEL HAUPERT, founded in 1940, is a small nonprofit that reported $469K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Net assets of $4.1M represent 105 months of operating reserves.

Mission

TO ENCOURAGE RESEARCH, TEACHING & PUBLISHING OF ECONOMIC HISTORY

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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 (2023)

Revenue Breakdown

Contributions & Grants $93,497
Program Service Revenue $258,838
Investment Income $117,133
Other Revenue $0
TOTAL REVENUE $469,468

Expense Breakdown

Grants Paid $0
Salaries & Benefits $44,460
Fundraising Expenses $0
Program Expenses $429,312
Other Expenses $453,869
TOTAL EXPENSES $498,329

Year-over-Year Comparison

2023 2022 Change
Revenue $469,468 $570,277 -0.2%
Expenses $498,329 $505,655 0.0%
Net Income $-28,861 $64,622 -1.4%
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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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
16
$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 REPRESENT TO N/A
Director
$0 $0 $0
ANN CARLOS PAST PRESIDE N/A
Officer Director
$0 $0 $0
DORA COSTA VICE PRESIDE N/A
Director
$0 $0 $0
JARI ELORANTA TRUSTEE 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
TAYLOR LAND ADMINISTRATI N/A
Director
$0 $0 $0
CAROLYN MOEHLING EDITOR N/A
Director
$0 $0 $0
ANGELA REDISH CHAIR - BUDG N/A
Director
$0 $0 $0
PAUL RHODE PRESIDENT N/A
Director
$0 $0 $0
JEAN-LAURENT ROSENTHAL PRESIDENT EL 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
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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