AMERICAN SOCIETY FOR EIGHTEENTH CENTURY STUDIES (EIN 237063416) - 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

1969

Legal Domicile

Principal Officer

JOSEPH BARTOLOMEO

Phone

8452020672

Tax Period

2024-07-01 to 2025-06-30

AMERICAN SOCIETY FOR EIGHTEENTH CENTURY STUDIES, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $314K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $2.0M represent 78 months of operating reserves.

Mission

THE AMERICAN SOCIETY FOR EIGHTEENTH-CENTURY STUDIES IS THE FOREMOST LEARNED SOCIETY IN THE UNITED STATES FOR THE STUDY OF ALL ASPECTS OF THE PERIOD FROM THE LATER SEVENTEENTH THROUGH THE EARLY NINETEENTH CENTURY.

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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 $9,581

Program Service Revenue $204,179

Investment Income $93,365

Other Revenue $6,907

TOTAL REVENUE $314,032

Expense Breakdown

Grants Paid $17,000

Salaries & Benefits $94,180

Fundraising Expenses $15,662

Program Expenses $190,060

Other Expenses $209,283

TOTAL EXPENSES $320,463

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,032	$357,871	-0.1%
Expenses	$320,463	$476,005	-0.3%
Net Income	$-6,431	$-118,134	-0.9%

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

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

$83,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAOLA BERTUCCI	PRESIDENT	3.00	Officer Director	$0	$0	$0
MISTY G ANDERSON	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELENA DEANDA-CAMACHO	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSEPH BARTOLOMEO	TREASURER	2.00	Officer Director	$0	$0	$0
MEGHAN ROBERTS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY FRIEDMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA ABRAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN STOLLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN COWAN	BOARD MEMBER	1.00	Director	$0	$0	$0
OLIVIA SABEE	BOARD MEMBER	1.00	Director	$0	$0	$0
MANUSHAG POWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
BENITA BLESSING	EXECUTIVE DIRECTOR	40.00	Officer	$83,750	$0	$83,750

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	$314,032	$320,463	$2,198,746	$-6,431
2024	$357,871	$476,005	$2,121,453	$-118,134
2023	$305,492	$387,678	$2,120,908	$-82,186
2022	$492,169	$420,829	$2,083,699	$71,340
2021	$373,661	$288,993	$2,229,056	$84,668
2020	$317,130	$284,493	$1,788,275	$32,637
2019	$378,089	$418,643	$1,721,709	$-40,554
2018	$514,211	$358,414	$1,710,276	$155,797

AMERICAN SOCIETY FOR EIGHTEENTH CENTURY STUDIES