SOCIETY FOR HISTORIANS OF THE EARLY AMERICAN REPUBLIC (EIN 351990924) - 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

1979

Legal Domicile

Phone

2157465393

Tax Period

2023-01-01 to 2023-12-31

SOCIETY FOR HISTORIANS OF THE EARLY AMERICAN REPUBLIC, founded in 1979, is a small nonprofit in the Arts, Culture & Humanities sector that reported $165K in total revenue in fiscal year 2023. Net assets of $610K represent 44 months of operating reserves.

Mission

Publication of journal of the Early American Republic and host conferences for historians to promote advancement of knowledge of the early American republic

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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 $0

Program Service Revenue $164,880

Investment Income $0

Other Revenue $0

TOTAL REVENUE $164,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,606

Other Expenses $177,244

TOTAL EXPENSES $177,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,880	$152,876	+0.1%
Expenses	$177,244	$201,496	-0.1%
Net Income	$-12,364	$-48,620	-0.7%

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

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
Paul Erickson	President	10.00	Officer Director	$0	$0	$0
Amy Baxter-Bellamy	Executive Dir.	3.00	Officer Director	$0	$0	$0
Timothy Brown	Soc Media Coor	5.00	Director	$0	$0	$0
Emily Conroy Krutz	Advis Council	1.00	Director	$0	$0	$0
Rachel Engl	Advis Council	1.00	Director	$0	$0	$0
Vanessa Holden	Advis Council	1.00	Director	$0	$0	$0
Kellie Jackson	Advis Council	1.00	Director	$0	$0	$0
Maeve Kane	Advis Council	1.00	Director	$0	$0	$0
Catherine Kelly	Advis Council	1.00	Director	$0	$0	$0
Martha King	Advis Council	1.00	Director	$0	$0	$0
Carol Lasser	Past President	5.00	Officer Director	$0	$0	$0
Johann Neem	Journal Editor	10.00	Director	$0	$0	$0
Marcus Nevius	Advis Council	1.00	Director	$0	$0	$0
Dael Norwood	Advis Council	1.00	Director	$0	$0	$0
Deidre Owens	Advis Council	1.00	Director	$0	$0	$0
Honor Sachs	Advis Council	1.00	Director	$0	$0	$0
Gene A Smith	Treasurer	1.00	Officer Director	$0	$0	$0
Kariann Yakota	Advis Council	1.00	Director	$0	$0	$0
Serena Zabin	President Elect	5.00	Officer Director	$0	$0	$0
Rosemarie Zagarri	Advis Council	1.00	Director	$0	$0	$0
Kevin Butterfield	Advis Council	1.00	Director	$0	$0	$0
Allison Madar	Advis Council	1.00	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
2024	No data	No data	No data	No data
2023	$164,880	$177,244	$609,648	$-12,364
2022	$152,876	$201,496	$573,064	$-48,620
2021	$140,264	$108,569	$708,930	$31,695
2020	$109,334	$92,264	$665,111	$17,070

SOCIETY FOR HISTORIANS OF THE EARLY AMERICAN REPUBLIC