SOCIETY FOR HISTORICAL ARCHAEOLOGY (EIN 236446979) - Form 990 Financial Analysis & Trantor Score

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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

1967

Legal Domicile

Principal Officer

KEVIN BRADLEY

Phone

3019729684

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR HISTORICAL ARCHAEOLOGY, founded in 1967, is a small nonprofit that reported $553K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $531K left a modest 4% surplus.

Mission

TO PROMOTE RESEARCH IN AND DISSEMINATE KNOWLEDGE CONCERNING HISTORICAL ARCHEOLOGY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $42,247

Program Service Revenue $453,999

Investment Income $56,419

Other Revenue $0

TOTAL REVENUE $552,665

Expense Breakdown

Grants Paid $33,425

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $269,114

Other Expenses $497,839

TOTAL EXPENSES $531,264

Year-over-Year Comparison

	2023	2022	Change
Revenue	$552,665	$643,169	-0.1%
Expenses	$531,264	$523,386	+0.0%
Net Income	$21,401	$119,783	-0.8%

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

200

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
JULIE SCHABLITSKY	PRESIDENT	5.00	Officer Director	$0	$0	$0
RICHARD VEIT	PRESIDENT-ELECT	5.00	Officer Director	$0	$0	$0
SARAH MILLER	SECRETARY	5.00	Officer Director	$0	$0	$0
SARA MASCIA	TREASURER	5.00	Officer Director	$0	$0	$0
LORI LEE	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDRA JONES	DIRECTOR	2.00	Director	$0	$0	$0
ALICIA ODEWALE	DIRECTOR	2.00	Director	$0	$0	$0
BEN FORD	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER MCKINNON	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM WHITE	DIRECTOR	2.00	Director	$0	$0	$0
BONNIE CLARK	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA SAMFORD	DIRECTOR	2.00	Director	$0	$0	$0
EDWARD GONZALEZ-TENNANT	DIRECTOR	2.00	Director	$0	$0	$0
KAREN HUTCHISON	EXECUTIVE DIRECTOR	15.00	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	No data	No data	No data	No data
2023	$552,665	$531,264	$1,553,446	$21,401
2022	$643,169	$523,386	$1,487,458	$119,783
2021	$383,798	$358,346	$1,574,450	$25,452
2020	$663,888	$499,459	$1,323,437	$164,429
2019	$480,248	$462,249	$1,391,976	$17,999
2018	$613,909	$488,999	$1,189,291	$124,910

SOCIETY FOR HISTORICAL ARCHAEOLOGY