SOCIETY OF ECONOMIC GEOLOGISTS INC (EIN 841576304) - 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

1930

Legal Domicile

Principal Officer

BRIAN G HOAL

Phone

7209817882

Tax Period

2024-01-01 to 2024-12-31

SOCIETY OF ECONOMIC GEOLOGISTS INC, founded in 1930, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $4.0M left a modest 9% surplus.

Mission

TO SUPPORT RESEARCH AND EDUCATION IN THE FIELD OF ECONOMIC GEOLOGY.

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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 $769,880

Program Service Revenue $2,017,338

Investment Income $1,559,989

Other Revenue $0

TOTAL REVENUE $4,347,207

Expense Breakdown

Grants Paid $67,466

Salaries & Benefits $1,627,935

Fundraising Expenses $118,305

Program Expenses $3,337,048

Other Expenses $2,279,965

TOTAL EXPENSES $3,975,366

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,347,207	$3,110,758	+0.4%
Expenses	$3,975,366	$4,057,229	0.0%
Net Income	$371,841	$-946,471	-1.4%

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

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

$313,871

Total Directors

$313,871

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER D CRAIG	EXECUTIVE DIRECTOR	40.00	Officer Director	$298,781	$15,090	$313,871
JOANNA THOMS	FINANCE MANAGER	40.00	Highest	$157,673	$9,136	$166,809
LAURA KUHN	EMPLOYEE	40.00	Highest	$100,092	$4,842	$104,934
NATHANIEL DUNCAN PROCTOR	EMPLOYEE	40.00	Highest	$102,079	$4,875	$106,954
STEPHEN J PIERCEY	PRESIDENT	1.00	Officer Director	$0	$0	$0
HAROLD J NOYES	TREASURER	1.00	Officer Director	$0	$0	$0
ANNE J B THOMPSON	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
STUART F SIMMONS	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JR ROWLAND	VP FOR REGIONAL AFFAIRS	1.00	Officer Director	$0	$0	$0
SIMON M JOWITT	VP FOR STUDENT AFFAIRS	1.00	Officer Director	$0	$0	$0
MARY E DOHERTY	FOUNDATION PRESIDENT	1.00	Officer Director	$0	$0	$0
SHAUN L L BARKER	PUBLICATIONS CHAIR	1.00	Officer Director	$0	$0	$0
STANISLAW Z MIKULSKI	SOCIETY FOR GEOLOGY PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN PASAVA	SOCIETY FOR GEOLOGY SECRETARY	1.00	Officer Director	$0	$0	$0
ALINA GAIBOR	COUNCILOR	1.00	Director	$0	$0	$0
ANTHONY C HARRIS	COUNCILOR	1.00	Director	$0	$0	$0
ROBERTO P XAVIER	COUNCILOR	1.00	Director	$0	$0	$0
ZHAOSHAN CHANG	COUNCILOR	1.00	Director	$0	$0	$0
MARY L LITTLE	COUNCILOR	1.00	Director	$0	$0	$0
CESAR E VIDAL	COUNCILOR	1.00	Director	$0	$0	$0
SARAH A GLEESON	COUNCILOR	1.00	Director	$0	$0	$0
ROBERT KAEMBA	COUNCILOR	1.00	Director	$0	$0	$0
LIBBY R SHARMAN	COUNCILOR	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	$4,347,207	$3,975,366	$22,021,712	$371,841
2023	$3,110,758	$4,057,229	$20,994,187	$-946,471
2022	$2,458,569	$3,195,150	$20,201,778	$-736,581
2021	$3,403,564	$2,481,915	$23,566,340	$921,649
2020	$2,069,930	$2,160,717	$21,739,014	$-90,787
2019	$3,010,535	$3,086,537	$20,315,749	$-76,002
2018	$3,164,294	$2,663,142	$18,202,881	$501,152

SOCIETY OF ECONOMIC GEOLOGISTS INC