HISTORY OF ECONOMICS SOCIETY (EIN 237448786) - 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

1974

Legal Domicile

Principal Officer

David Andrews

Phone

3156328319

Tax Period

2024-06-01 to 2025-05-31

HISTORY OF ECONOMICS SOCIETY, founded in 1974, is a small nonprofit in the Arts, Culture & Humanities sector that reported $155K in total revenue in fiscal year 2019. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 33% operating margin.

Mission

To promote the study of and the dissemination of knowledge about the history of economic thought.

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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 $20,636

Program Service Revenue $73,542

Investment Income $61,647

Other Revenue $0

TOTAL REVENUE $155,825

Expense Breakdown

Grants Paid $45,202

Salaries & Benefits $23,045

Fundraising Expenses $2,305

Program Expenses $130,135

Other Expenses $99,768

TOTAL EXPENSES $168,015

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,825	$166,043	-0.1%
Expenses	$168,015	$178,562	-0.1%
Net Income	$-12,190	$-12,519	0.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maria Cristina Marcuzzo	President	10	Officer Director	$0	$0	$0
Pedro Garcia Duarte	Vice-President	10	Officer Director	$0	$0	$0
Carlos Eduardo Suprinyak	Secretary	10	Officer Director	$0	$0	$0
David Andrews	Treasurer	10	Officer Director	$0	$0	$0
Maria Pia Paganelli	Past President	5.00	Director	$0	$0	$0
Sandra Peart	Board Member	5	Director	$0	$0	$0
Maxime Desmarais Tremblay	Board Member	5	Director	$0	$0	$0
Maria Bach	Board Member	5	Director	$0	$0	$0
Andrej Svorencik	Board Member	5	Director	$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	$155,825	$168,015	$1,265,446	$-12,190
2024	$166,043	$178,562	$1,222,765	$-12,519
2023	$98,651	$108,682	$1,110,726	$-10,031
2022	$121,136	$91,082	$1,164,658	$30,054
2021	$111,547	$78,086	$1,240,751	$33,461
2020	$155,091	$103,199	$1,019,558	$51,892

HISTORY OF ECONOMICS SOCIETY