Form 990 for tax year 2023
Filed by AMERICAN SOCIETY OF OVERSEAS RESEARCH.
Totals
- Total revenue
- $3,335,082
- Total expenses
- $1,934,785
- Contributions and grants received
- $2,317,918
- Grants paid
- $182,376
- Program service revenue
- $613,088
- Investment income
- $358,947
- Other revenue
- $45,129
- Total assets, end of year
- $9,034,018
- Total liabilities, end of year
- $349,369
- Net assets or fund balances, end of year
- $8,684,649
- Program services expenses (Part IX)
- $1,606,527
- Management and general expenses
- $255,336
- Fundraising expenses
- $72,922
- Program service expenses (Part III)
- $1,606,527
Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$678,142
-
1f · All other contributions, gifts and grants
$1,639,776
-
2a · Program service revenue: ANNUAL MEETING
total $242,821 · related or exempt $242,821
-
2b · Program service revenue: INDIVIDUAL MEMBERSHIPS
total $184,058 · related or exempt $184,058
-
2c · Program service revenue: JOURNALS REVENUE
total $120,145 · related or exempt $120,145
-
2d · Program service revenue: INSTITUTIONAL MEMBERSHIPS
total $51,000 · related or exempt $51,000
-
2e · Program service revenue: BOOK REVENUE
total $15,064 · related or exempt $15,064
-
3 · Investment income
total $176,215 · excluded $176,215
-
5 · Royalties
total $32,920 · excluded $32,920
-
7a · Gross sales of assets other than inventory
securities $839,559
-
7b · Less cost or other basis and sales expenses
securities $656,827
-
7c · Gain or loss
securities $182,732
-
7d · Net gain or loss
total $182,732 · excluded $182,732
-
11a · Other revenue: REIMBURSED INCOME
total $12,209 · excluded $12,209
-
11e · Other revenue, total
$12,209
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $12,620 · program services $12,620
-
2 · Grants to domestic individuals
total $114,604 · program services $114,604
-
3 · Grants to foreign organizations and individuals
total $55,152 · program services $55,152
-
5 · Compensation of officers, directors and key employees
total $194,595 · program services $112,212 · management and general $50,591 · fundraising $31,792
-
7 · Other salaries and wages
total $548,228 · program services $436,439 · management and general $101,406 · fundraising $10,383
-
8 · Pension plan contributions
total $41,428 · program services $30,599 · management and general $8,477 · fundraising $2,352
-
9 · Other employee benefits
total $65,851 · program services $46,321 · management and general $17,925 · fundraising $1,605
-
10 · Payroll taxes
total $59,803 · program services $44,171 · management and general $12,237 · fundraising $3,395
-
11c · Fees: accounting
total $35,509 · program services $7,102 · management and general $21,305 · fundraising $7,102
-
11g · Fees: other
total $298,727 · program services $298,727
-
13 · Office expenses
total $84,095 · program services $46,133 · management and general $24,903 · fundraising $13,059
-
16 · Occupancy
total $39,802 · management and general $39,802
-
17 · Travel
total $53,555 · program services $44,723 · management and general $8,793 · fundraising $39
-
19 · Conferences, conventions and meetings
total $147,176 · program services $133,667 · management and general $13,482 · fundraising $27
-
22 · Depreciation, depletion and amortization
total $15,840 · program services $3,168 · management and general $9,504 · fundraising $3,168
-
23 · Insurance
total $7,749 · management and general $7,749
-
24a · Other expenses: PRODUCTION COSTS
total $143,178 · program services $142,361 · management and general $817
-
24b · Other expenses: OTHER DIRECT COSTS
total $16,873 · program services $16,873
-
24c · Other expenses: INDIRECT COSTS
program services $61,655 · management and general -$61,655
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $121,424 · end of year $101,591
-
2 · Savings and temporary cash investments
beginning of year $1,313,185 · end of year $1,663,958
-
3 · Pledges and grants receivable
beginning of year $24,451 · end of year $62,463
-
4 · Accounts receivable
beginning of year $18,224 · end of year $20,461
-
9 · Prepaid expenses and deferred charges
beginning of year $25,046 · end of year $22,403
-
10a · Land, buildings and equipment: cost or other basis
$1,129,714
-
10b · Land, buildings and equipment: accumulated depreciation
$104,468
-
10c · Land, buildings and equipment, net
beginning of year $1,041,086 · end of year $1,025,246
-
11 · Investments: publicly traded securities
beginning of year $4,762,413 · end of year $6,137,896
-
17 · Accounts payable and accrued expenses
beginning of year $41,700 · end of year $37,589
-
19 · Deferred revenue
beginning of year $391,352 · end of year $311,780
-
27 · Net assets without donor restrictions
beginning of year $2,559,992 · end of year $2,678,929
-
28 · Net assets with donor restrictions
beginning of year $4,312,785 · end of year $6,005,720
Mission and programs · 2023
Mission
ASOR, FOUNDED IN 1900, IS AN INTERNATIONAL ORGANIZATION WHOSE MISSION IS TO INITIATE, ENCOURAGE, AND SUPPORT RESEARCH INTO, AND PUBLIC UNDERSTANDING OF, THE HISTORY AND CULTURES OF THE NEAR EAST AND WIDER MEDITERRANEAN, FROM THE EARLIEST TIMES BY: FOSTERING ORIGINAL RESEARCH, EXPLORATION AND ARCHAEOLOGICAL FIELDWORK; ENCOURAGING SCHOLARSHIP IN THE REGION'S LANGUAGES, TEXTS, TRADITIONS, AND HISTORIES; DISSEMINATING RESEARCH RESULTS AND CONCLUSIONS IN A TIMELY MANNER, THROUGH A ROBUST PUBLICATION PROGRAM, ANNUAL MEETINGS AND OTHER VENUES; ADHERING TO THE HIGHEST ETHICAL STANDARDS OF SCHOLARSHIP AND PUBLIC DISCOURSE; UPHOLDING THE HIGHEST ACADEMIC STANDARDS IN INTERDISCIPLINARY RESEARCH AND TEACHING; PROMOTING EDUCATIONAL OPPORTUNITIES FOR UNDERGRADUATES AND GRADUATES IN INSTITUTIONS OF HIGHER EDUCATION AROUND THE WORLD; DEVELOPING ENGAGING PROGRAMS OF OUTREACH FOR THE GENERAL PUBLIC; SUPPORTING AND PARTICIPATING IN EFFORTS TO PROTECT, PRESERVE, AND PRESENT TO THE PUBLIC THE HISTORIC AND
-
FOSTERING ORIGINAL RESEARCH, ARCHAEOLOGICAL EXCAVATIONS AND EXPLORATIONS. ENCOURAGING SCHOLARSHIP IN THE BASIC LANGUAGES, CULTURAL HISTORIES AND TRADITIONS OF THE NEAR EASTERN WORLD. PROMOTING THE EDUCATIONAL GOALS OF NEAR EASTERN STUDIES AND DISCIPLINES, AND BY ADVOCATING HIGH ACADEMIC STANDARDS IN TEACHING AND INTERDISCIPLINARY RESEARCH. MAINTAINING AN ACTIVE PROGRAM OF TIMELY DISSEMINATION OF RESEARCH RESULTS AND CONCLUSIONS. OFFERING EDUCATIONAL OPPORTUNITIES IN NEAR EASTERN HISTORY AND ARCHAELOLGY TO UNDERGRADUATES AND GRADUATES IN NORTH AMERICAN COLLEGES AND UNIVERSITIES. DEVELOPING ENGAGING PROGRAMS OF OUTREACH FOR THE GENERAL PUBLIC. SUPPORTING AND PARTICIPATING IN EFFORTS TO PROTECT, PRESERVE, AND PRESENT TO THE PUBLIC THE HISTORICAL AND CULTURAL HERITAGE OF THE NEAR EAST AND THE WIDER MEDITERRANEAN AND TO RAISE AWARENESS OF ITS DEGRADATION.
Expenses $1,606,527 · Grants $182,376 · Revenue $613,088
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Andrew VaughnANDREW VAUGHN
EXECUTIVE DI
- Total calculated
- $203,488
- From this org
- $184,479
- From related orgs
- $0
- Other
- $19,009
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,479
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $19,009
- Filer's total
- $203,488
-
Lisa AckermanLISA ACKERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Susan AckermanSUSAN ACKERMAN
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Solange AshbySOLANGE ASHBY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Emily Miller BonneyEMILY MILLER BONNEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Theodore BurghTHEODORE BURGH
INDIVIDUAL M
- Total calculated
- $0
- Hours/week
- 1
-
Alex BrooksALEX BROOKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Margaret CohenMARGARET COHEN
INDIVIDUAL M
- Total calculated
- $0
- Hours/week
- 1
-
Eric ClineERIC CLINE
INSTITUTIONA
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Kielt CostelloSARAH KIELT COSTELLO
INDIVIDUAL M
- Total calculated
- $0
- Hours/week
- 1
-
Erin DarbyERIN DARBY
INSTITUTIONA
- Total calculated
- $0
- Hours/week
- 1
-
Jp DesselJP DESSEL
OVERSEAS INS
- Total calculated
- $0
- Hours/week
- 1
-
Lynn Swartz DoddLYNN SWARTZ DODD
INSTITUTIONA
- Total calculated
- $0
- Hours/week
- 1
-
Peggy DulyPEGGY DULY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jane Derose EvansJANE DEROSE EVANS
INDIVIDUAL M
- Total calculated
- $0
- Hours/week
- 1
-
Sheldon FoxSHELDON FOX
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn GrossmanKATHRYN GROSSMAN
INDIVIDUAL M
- Total calculated
- $0
- Hours/week
- 1
-
Michael HaselMICHAEL HASEL
INSTITUTIONA
- Total calculated
- $0
- Hours/week
- 1
-
Peyton Randolph HelmPEYTON RANDOLPH HELM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sharon HerbertSHARON HERBERT
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Ricardo St HilaireRICARDO ST HILAIRE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charles Ellwood JonesCHARLES ELLWOOD JONES
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Ann-Marie KnoblauchANN-MARIE KNOBLAUCH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Bailey KutnerMELISSA BAILEY KUTNER
INDIVIDUAL M
- Total calculated
- $0
- Hours/week
- 1
-
Susan LadenSUSAN LADEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
W Mark LanierW MARK LANIER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alex MacallisterALEX MACALLISTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol MeyersCAROL MEYERS
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric MeyersERIC MEYERS
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert MullinsROBERT MULLINS
INDIVIDUAL M
- Total calculated
- $0
- Hours/week
- 1
-
Kiersten NeumannKIERSTEN NEUMANN
INDIVIDUAL M
- Total calculated
- $0
- Hours/week
- 1
-
Timothy PottsTIMOTHY POTTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ann SahlmanANN SAHLMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joe D SegerJOE D SEGER
LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn Midkiff StrangeCAROLYN MIDKIFF STRANGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nancy SerwintNANCY SERWINT
OVERSEAS INS
- Total calculated
- $0
- Hours/week
- 1
-
Jason UrJASON UR
INSTITUTIONA
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540909349301214
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