American Society for Histocompatib… - Form 990 Financial Data

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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

KATHERINE GIOVETSIS

Phone

8566380428

Tax Period

2024-01-01 to 2024-12-31

American Society for Histocompatibility and Immunogenetics, founded in 1974, is a community nonprofit in the Medical Research sector that reported $3.2M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $2.9M left a modest 9% surplus.

Mission

THE AMERICAN SOCIETY FOR HISTOCOMPATIBILITY AND IMMUNOGENETICS IS AN INTERNATIONAL SOCIETY OF PROFESSIONALS DEDICATED TO ADVANCING THE SCIENCE, AND EDUCATION AND APPLICATION OF IMMUNOGENETICS AND TRANSPLANT IMMUNOLOGY.

Program Service Accomplishments

Program 1

Expenses: $1,214,124 Revenue: $1,039,795

ANNUAL AND EDUCATIONAL WORKSHOPS: ANNUAL MEETING - THE ASHI ANNUAL MEETING, HELD EACH FALL, PROVIDES MEMBERS WITH THE OPPORTUNITY TO MEET AND TO EXCHANGE INFORMATION. PLENARY SESSIONS OFFER THE...

ANNUAL AND EDUCATIONAL WORKSHOPS: ANNUAL MEETING - THE ASHI ANNUAL MEETING, HELD EACH FALL, PROVIDES MEMBERS WITH THE OPPORTUNITY TO MEET AND TO EXCHANGE INFORMATION. PLENARY SESSIONS OFFER THE LATEST RESEARCH FINDINGS OF INTEREST IN BOTH SCIENTIFIC AND CLINICAL AREAS. CONCURRENT BASIC RESEARCH AND CLINICAL SCIENTIFIC SESSIONS PROVIDE AN OPPORTUNITY FOR ALL MEMBERS TO ACQUIRE KNOWLEDGE AND TO INTERACT WITH COLLEAGUES IN THEIR OWN AREAS OF EXPERTISE. ADDITIONAL PRESENTATIONS INCLUDE BOTH ORAL ABSTRACT AND POSTER SESSIONS. EDUCATIONAL WORKSHOPS PROVIDE LECTURES AND INTERACTIVE DISCUSSIONS ON SPECIALIZED TOPICS. EXHIBITS OF COMMERCIAL PRODUCTS AND INFORMATION OF INTEREST TO THE MEMBERSHIP ARE ALSO ON DISPLAY. EDUCATIONAL WORKSHOPS - THE ASHI EDUCATIONAL WORKSHOPS ARE DESIGNED TO PROVIDE GREATER GEOGRAPHICAL ACCESSIBILITY TO CONTINUING EDUCATION. THESE WORKSHOPS EMPHASIZE TOPICS SELECTED FROM ASHI'S ANNUAL MEETINGS AND ARE DESIGNED TO MEET THE SPECIFIC EDUCATIONAL NEEDS IN THE RAPIDLY GROWING FIELDS OF HISTOCOMPATIBILITY AND IMMUNOGENETICS.

Program 2

Expenses: $527,133 Revenue: $632,816

PROFICIENCY TESTING: ASHI PROVIDES A PROFICIENCY TESTING PROGRAM FOR CLINICAL HISTOCOMPATIBILITY TESTING LABORATORIES. THE PROGRAM'S FOUR SURVEY CATEGORIES ARE DESIGNED TO EMULATE ROUTINE CLINICAL...

PROFICIENCY TESTING: ASHI PROVIDES A PROFICIENCY TESTING PROGRAM FOR CLINICAL HISTOCOMPATIBILITY TESTING LABORATORIES. THE PROGRAM'S FOUR SURVEY CATEGORIES ARE DESIGNED TO EMULATE ROUTINE CLINICAL TESTING: HLA TYPING, HLA-B27 DETECTION, ENGRAFTMENT MONITORING; AND, CROSSMATCHING AND ANTIBODY SCREENING/IDENTIFICATION.

Program 3

Expenses: $305,130 Revenue: $401,811

ACCREDITATION: THE OBJECTIVE OF ASHI'S LABORATORY ACCREDITATION PROGRAM IS TO MAINTAIN THE HIGHEST STANDARDS OF RELIABILITY AND QUALITY IN HISTOCOMPATIBILITY TESTING LABORATORIES. THE ACCREDITATION PROGRAM EVALUATES LABORATORY PERSONNEL, PROCEDURES AND FACILITIES TO DETERMINE IF THEY ARE IN COMPLIANCE WITH ASHI STANDARDS AND WITH THOSE STANDARDS OF ORGANIZATION WHICH HAVE GRANTED ASHI DEEMED STATUS. IT PROMOTES THE EDUCATIONAL ASPECT OF THE ACCREDITATION PROCESS, PARTICULARLY IN ASSISTING LABORATORIES IN THE CORRECTION OF DEFICIENCIES, AND MAINTAINS THE SOCIETY'S AWARENESS OF STANDARD AND NOVEL TESTING PROCEDURES AND METHODOLOGIES.

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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 $7,349

Program Service Revenue $2,615,398

Investment Income $546,041

Other Revenue $31,893

TOTAL REVENUE $3,200,681

Expense Breakdown

Grants Paid $96,769

Salaries & Benefits $846,689

Fundraising Expenses $0

Program Expenses $2,190,742

Other Expenses $1,971,207

TOTAL EXPENSES $2,914,665

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,200,681	$2,779,360	+0.2%
Expenses	$2,914,665	$2,923,499	0.0%
Net Income	$286,016	$-144,139	-3.0%

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

245

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

$168,714

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHERINE GIOVETSIS	CHIEF EXECUTIVE OFFICER	40.0	Officer	$168,714	$0	$168,714
MELISSA WEEKS	ACCREDIDATION MANAGER	40.0	Highest	$129,854	$0	$129,854
MANDI CRUZ	CHIEF OPERATING OFFICER	40.0	Highest	$121,264	$0	$121,264
LUIS G HIDALGO PHD	SEE SCHEDULE O	3.0	Officer Director	$0	$0	$0
CATHI L MURPHEY PHD HCLDCC	SEE SCHEDULE O	3.0	Officer Director	$0	$0	$0
ROBERT LIWSKI MD PHD	PAST PRESIDENT (TIL 10/24)	3.0	Officer Director	$0	$0	$0
CAREY B KILLION BS MT CHS	VICE PRESIDENT	3.0	Officer Director	$0	$0	$0
DOREEN SESE CHS	SECRETARY	3.0	Officer Director	$0	$0	$0
LINDA BUCKERT MTASCP SBB CHS	TREASURER (TIL 10/24)	3.0	Officer Director	$0	$0	$0
BRETT LOEHMANN CHS CHT	TREASURER (EFF 11/24)	3.0	Officer Director	$0	$0	$0
JODY JENNEMANN BS MT ASCP CHS	DIRECTOR	1.0	Director	$0	$0	$0
JANETTE KWOK MBBS PHD FRCPA FHK	DIRECTOR	1.0	Director	$0	$0	$0
RACHEL WAHLERT MS CHSACHI	DIRECTOR	1.0	Director	$0	$0	$0
KELLEY HITCHMAN MS PhD FACHI	DIRECTOR	1.0	Director	$0	$0	$0
ANDRES JARAMILLO PHD	DIRECTOR	1.0	Director	$0	$0	$0
RAJALINGAM RAJA PHD FACHI FRCP	DIRECTOR	1.0	Director	$0	$0	$0
ERIC T WEIMER PHD DABMLI FAC	DIRECTOR	1.0	Director	$0	$0	$0
ARIANNE MANKEY BS CHSACHI	DIRECTOR	1.0	Director	$0	$0	$0
CAL STONE MS CHS	DIRECTOR	1.0	Director	$0	$0	$0
REBECCA UPCHURCH MPA MLTASCPcm	DIRECTOR	1.0	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	$3,200,681	$2,914,665	$5,627,207	$286,016
2023	$2,779,360	$2,923,499	$5,034,218	$-144,139
2022	$2,750,834	$3,018,443	$5,239,079	$-267,609
2021	$2,483,539	$2,539,453	$5,547,642	$-55,914
2020	$1,874,334	$1,976,626	$4,914,332	$-102,292
2019	$2,934,023	$2,835,095	$4,841,452	$98,928
2018	$2,620,397	$2,386,156	$4,032,279	$234,241

American Society for Histocompatibility and Immunogenetics