AMERICAN SOCIETY FOR ENVIRONMENTAL HISTORY (EIN 840960966) - 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

1977

Legal Domicile

Principal Officer

FREDERICK R DAVIS

Phone

3048767376

Tax Period

2024-01-01 to 2024-12-31

AMERICAN SOCIETY FOR ENVIRONMENTAL HISTORY, founded in 1977, is a small nonprofit that reported $175K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $157K left a modest 10% surplus.

Mission

OUR ORGANIZATION ADVANCES A GREATER UNDERSTANDING OF THE HISTORY OF HUMAN INTERACTION WITH THE REST OF THE NATURAL WORLD, FOSTERS DIALOGUE BETWEEN HUMANISTIC SCHOLARSHIP, CONTINUED ON SCH O

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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 $92,966

Program Service Revenue $62,924

Investment Income $17,028

Other Revenue $2,161

TOTAL REVENUE $175,079

Expense Breakdown

Grants Paid $39,322

Salaries & Benefits $75,254

Fundraising Expenses $5,046

Program Expenses $111,265

Other Expenses $42,840

TOTAL EXPENSES $157,416

Year-over-Year Comparison

	2024	2023	Change
Revenue	$175,079	$308,223	-0.4%
Expenses	$157,416	$174,947	-0.1%
Net Income	$17,663	$133,276	-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

154

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

$57,821

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA DI STEFANO	EXEC. DIRECTOR - 5/24 - 12/24	040.00	Officer	$33,244	$0	$33,244
DAVID SPATZ	EXEC. DIRECTOR - 1/24 - 4/24	040.00	Officer	$24,577	$0	$24,577
NANCY JACOBS	PRESIDENT	001.00	Officer Director	$0	$0	$0
JAY TURNER	VP/PRESIDENT-ELECT	001.00	Officer Director	$0	$0	$0
PETER ALAGONA	SECRETARY	001.00	Officer Director	$0	$0	$0
FREDERICK DAVIS	TREASURER	001.00	Officer Director	$0	$0	$0
SARAH ELKIND	BOARD MEMBER	001.00	Director	$0	$0	$0
EDMUND RUSSELL	BOARD MEMBER	001.00	Director	$0	$0	$0
RUTH MORGAN	BOARD MEMBER	001.00	Director	$0	$0	$0
FAISAL HUSAIN	BOARD MEMBER	001.00	Director	$0	$0	$0
MELANIE KIECHLE	BOARD MEMBER	001.00	Director	$0	$0	$0
SARAH HAMILTON	BOARD MEMBER	001.00	Director	$0	$0	$0
RAMYA SWAYAMPRAKASH	BOARD MEMBER	001.00	Director	$0	$0	$0
SEAN KHERAJ	BOARD MEMBER	001.00	Director	$0	$0	$0
CHRISTOPHER WELLS	BOARD MEMBER	001.00	Director	$0	$0	$0
HAYDEN NELSON	BOARD MEMBER	001.00	Director	$0	$0	$0
STEPHEN BRAIN	BOARD MEMBER	001.00	Director	$0	$0	$0
MARK HERSEY	BOARD MEMBER	001.00	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	$175,079	$157,416	$917,212	$17,663
2023	$308,203	$174,947	$805,221	$133,256
2022	$181,095	$160,589	$636,454	$20,506
2021	$143,191	$124,739	$680,057	$18,452
2020	$165,465	$94,707	$639,322	$70,758
2019	$104,528	$140,200	$541,762	$-35,672
2018	$202,504	$221,063	$544,250	$-18,559

AMERICAN SOCIETY FOR ENVIRONMENTAL HISTORY