AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY (EIN 390962197) - 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

1940

Legal Domicile

Principal Officer

JOHN DICHTL

Phone

6153203203

Tax Period

2024-07-01 to 2025-06-30

AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY, founded in 1940, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.1M left a modest 7% surplus.

Mission

TO PROMOTE THE FIELD OF HISTORY IN THE UNITED STATES AND CANADA.

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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 $1,337,930

Program Service Revenue $801,073

Investment Income $54,026

Other Revenue $31,596

TOTAL REVENUE $2,224,625

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,013,457

Fundraising Expenses $221,973

Program Expenses $1,408,884

Other Expenses $1,057,369

TOTAL EXPENSES $2,070,826

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,224,625	$2,265,866	0.0%
Expenses	$2,070,826	$1,987,414	+0.0%
Net Income	$153,799	$278,452	-0.4%

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

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

300

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

$168,950

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN DICHTL	CEO & PRESID	40.00	Officer	$155,000	$13,950	$168,950
LISA ANDERSON	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHELLE BANKS	BOARD MEMBER	N/A	Director	$0	$0	$0
BECKY BEAULIEU	TREASURER	N/A	Officer Director	$0	$0	$0
JERRIANNE BOGGIS	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTY COLEMAN	VICE CHAIR	N/A	Officer Director	$0	$0	$0
LUIS FERNANDEZ	BOARD MEMBER	N/A	Director	$0	$0	$0
VERONICA GALLARDO	BOARD MEMBER	N/A	Director	$0	$0	$0
SARAH ZENAIDA GOULD	BOARD MEMBER	N/A	Director	$0	$0	$0
STACEY HALFMOON	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES PEPPER HENRY	BOARD MEMBER	N/A	Director	$0	$0	$0
NORMAN BURNS II	PAST CHAIR	N/A	Officer Director	$0	$0	$0
TREVOR JONES	BOARD MEMBER	N/A	Director	$0	$0	$0
RICHARD JOSEY	BOARD MEMBER	N/A	Director	$0	$0	$0
PAM JUNIOR	BOARD MEMBER	N/A	Director	$0	$0	$0
JENNIFER KILMER	BOARD MEMBER	N/A	Director	$0	$0	$0
MARGARET KOCH	BOARD MEMBER	N/A	Director	$0	$0	$0
LEO LANDIS	BOARD MEMBER	N/A	Director	$0	$0	$0
BURT LOGAN	CHAIR	N/A	Officer Director	$0	$0	$0
ANDREA LOWERY	BOARD MEMBER	N/A	Director	$0	$0	$0
JENNIFER ORTIZ	BOARD MEMBER	N/A	Director	$0	$0	$0
KEN TURINO	BOARD MEMBER	N/A	Director	$0	$0	$0
GINA VERGARA-BAUTISTA	BOARD MEMBER	N/A	Director	$0	$0	$0
SCOTT WANDS	SECRETARY	N/A	Officer Director	$0	$0	$0
CHRISTIE WEININGER	BOARD MEMBER	N/A	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	$2,224,625	$2,070,826	$3,689,719	$153,799
2024	$2,265,866	$1,987,414	$3,506,989	$278,452
2023	$2,022,512	$1,813,333	$3,275,265	$209,179
2022	$1,798,196	$1,784,461	$2,810,869	$13,735
2021	$1,709,459	$1,430,799	$3,183,463	$278,660
2020	$1,921,231	$1,823,802	$2,417,160	$97,429
2019	$1,702,307	$1,656,485	$2,650,413	$45,822
2018	$1,613,234	$1,575,662	$2,136,971	$37,572

AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY