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← AMERICAN HISTORICAL ASSOCIATION

Form 990 for tax year 2022

Filed by AMERICAN HISTORICAL ASSOCIATION.

Totals

Total revenue
$5,841,306
Total expenses
$6,175,450
Contributions and grants received
$2,940,707
Grants paid
$2,012,854
Program service revenue
$2,179,957
Investment income
$718,143
Other revenue
$2,499
Total assets, end of year
$10,887,986
Total liabilities, end of year
$1,843,857
Net assets or fund balances, end of year
$9,044,129
Program services expenses (Part IX)
$4,748,016
Management and general expenses
$1,372,102
Fundraising expenses
$55,332
Program service expenses (Part III)
$4,748,016

Program services were 76.9% 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)

    $2,240,997

  • 1f · All other contributions, gifts and grants

    $699,710

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $1,270,279 · related or exempt $1,270,279

  • 2b · Program service revenue: AHA CONFERENCE

    total $563,054 · related or exempt $563,054

  • 2c · Program service revenue: PUBLICATIONS

    total $346,624 · related or exempt $333,352 · unrelated business $13,272

  • 3 · Investment income

    total $177,922 · excluded $177,922

  • 4 · Income from investment of tax-exempt bond proceeds

    total $554,134 · excluded $554,134

  • 7a · Gross sales of assets other than inventory

    securities $123,264

  • 7b · Less cost or other basis and sales expenses

    securities $137,177

  • 7c · Gain or loss

    securities -$13,913

  • 7d · Net gain or loss

    total -$13,913 · excluded -$13,913

  • 11d · All other revenue

    total $2,499 · excluded $2,499

  • 11e · Other revenue, total

    $2,499

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,884,679 · program services $1,884,679

  • 2 · Grants to domestic individuals

    total $128,175 · program services $128,175

  • 5 · Compensation of officers, directors and key employees

    total $466,076 · program services $342,773 · management and general $118,014 · fundraising $5,289

  • 7 · Other salaries and wages

    total $1,392,472 · program services $1,024,087 · management and general $352,585 · fundraising $15,800

  • 8 · Pension plan contributions

    total $82,008 · program services $60,312 · management and general $20,765 · fundraising $931

  • 9 · Other employee benefits

    total $241,144 · program services $177,348 · management and general $61,060 · fundraising $2,736

  • 10 · Payroll taxes

    total $133,268 · program services $98,011 · management and general $33,745 · fundraising $1,512

  • 11c · Fees: accounting

    total $21,300 · management and general $21,300

  • 11f · Fees: investment management

    total $17,654 · management and general $17,654

  • 11g · Fees: other

    total $426,945 · program services $208,628 · management and general $207,223 · fundraising $11,094

  • 12 · Advertising and promotion

    total $998 · management and general $998

  • 13 · Office expenses

    total $355,718 · program services $228,468 · management and general $125,144 · fundraising $2,106

  • 14 · Information technology

    total $34,981 · program services $5,142 · management and general $29,720 · fundraising $119

  • 16 · Occupancy

    total $47,391 · program services $3,939 · management and general $43,452

  • 17 · Travel

    total $207,020 · program services $169,050 · management and general $37,786 · fundraising $184

  • 19 · Conferences, conventions and meetings

    total $462,799 · program services $408,951 · management and general $53,848

  • 21 · Payments to affiliates

    total $163,173 · management and general $163,173

  • 22 · Depreciation, depletion and amortization

    total $50,963 · management and general $50,963

  • 23 · Insurance

    total $23,903 · management and general $23,903

  • 24a · Other expenses: TAXES AND LICENSES

    total $18,520 · program services $2,651 · management and general $1,058 · fundraising $14,811

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $16,263 · program services $5,802 · management and general $9,711 · fundraising $750

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $627,262 · end of year $357,409

  • 2 · Savings and temporary cash investments

    beginning of year $530,620 · end of year $430,839

  • 3 · Pledges and grants receivable

    beginning of year $937,910 · end of year $651,927

  • 4 · Accounts receivable

    beginning of year $75,647 · end of year $24,532

  • 8 · Inventories for sale or use

    beginning of year $14,800 · end of year $9,324

  • 9 · Prepaid expenses and deferred charges

    beginning of year $331,854 · end of year $332,624

  • 10a · Land, buildings and equipment: cost or other basis

    $2,158,384

  • 10b · Land, buildings and equipment: accumulated depreciation

    $804,672

  • 10c · Land, buildings and equipment, net

    beginning of year $1,292,274 · end of year $1,353,712

  • 11 · Investments: publicly traded securities

    beginning of year $6,606,730 · end of year $7,060,806

  • 12 · Investments: other securities

    beginning of year $358,334 · end of year $666,813

  • 17 · Accounts payable and accrued expenses

    beginning of year $257,235 · end of year $221,662

  • 19 · Deferred revenue

    beginning of year $1,532,425 · end of year $1,622,195

  • 27 · Net assets without donor restrictions

    beginning of year $2,873,075 · end of year $3,252,581

  • 28 · Net assets with donor restrictions

    beginning of year $6,112,696 · end of year $5,791,548

Mission and programs · 2022

Mission

THE AMERICAN HISTORICAL ASSOCIATION IS THE LARGEST PROFESSIONAL ORGANIZATION SERVING HISTORIANS IN ALL FIELDS AND ALL PROFESSIONS. THE AHA IS A TRUSTED VOICE FOR HISTORY EDUCATION, THE PROFESSIONAL WORK OF HISTORIANS, AND THE CRITICAL ROLE OF HISTORICAL THINKING IN PUBLIC LIFE.

  • GRANTS AND PROGRAMS: EACH YEAR, THE ASSOCIATION PROVIDES NUMEROUS RESEARCH GRANTS, FELLOWSHIPS, AND OTHER FUNDING PROGRAMS TO SUPPORT THE STUDY AND EXPLORATION OF HISTORY. RESEARCH GRANTS AND FELLOWSHIPS IN A DIVERSE NUMBER OF SUBJECT AREAS ARE AWARDED ANNUALLY TO COVER EXPENSES RELATED TO FURTHERING HISTORICAL RESEARCH IN PROGRESS. THE AHA ALSO PROVIDES GRANTS TO INSTITUTIONAL PARTNERS TO LEAD "HISTORY GATEWAYS," AN EVALUATION AND SUBSTANTIAL REVISION OF INTRODUCTORY COLLEGE-LEVEL HISTORY COURSES TO BETTER SERVE STUDENTS FROM ALL BACKGROUNDS AND ALIGN MORE EFFECTIVELY WITH THE FUTURE NEEDS OF A COMPLEX SOCIETY. FINALLY, THE AHA'S SHARP GRANTS PROGRAM HAS SUPPORTED 50 SMALL HISTORY-FOCUSED INSTITUTIONS WHICH WERE ADVERSELY AFFECTED BY COVID-19.

    Expenses $2,669,443 · Grants $1,931,091

  • MEMBERSHIP SERVICES: THE ASSOCIATION PROVIDES ADVOCACY AND SUPPORT FOR HISTORIANS IN ALL FIELDS AND PROFESSIONS BY PROMOTING HISTORY EDUCATION, THE PROFESSIONAL WORK OF HISTORIANS, AND THE CRITICAL ROLE OF HISTORICAL THINKING IN PUBLIC LIFE. MEMBERS BENEFIT FORM THE AHA'S LEADERSHIP ON ISSUES SUCH AS ACADEMIC FREEDOM, ACCESS TO ARCHIVES, THE CENTRALITY OF HISTORY TO PUBLIC CULTURE, IMPROVEMENTS IN CURRICULA, AND OTHER VITAL ISSUES. THE ASSOCIATION'S PROGRAMS AND INITIATIVES ADVANCE TEACHING AND LEARNING OF HISTORY, ENHANCE THE CAREER DEVELOPMENT OF HISTORIANS, AND ENCOURAGE SCHOLARLY DISCUSSION.

    Expenses $836,107 · Revenue $1,270,279

  • ANNUAL MEETING: THE ASSOCIATION'S ANNUAL MEETING PROVIDES A UNIQUE FORUM FOR MEMBERS AND THE GENERAL PUBLIC TO EXCHANGE INFORMATION, RESEARCH, AND IDEAS. ATTENDEES OF THE ANNUAL MEETING HAVE THE OPPORTUNITY TO EXPLORE HISTORICAL CONNECTIONS WITH SCHOLARS OUTSIDE THEIR FIELDS, IDENTIFY NEW RESEARCH AND SCHOLARSHIPS, MEET WITH EDITORS, DISCOVER RESOURCES FOR TEACHING AND LEARNING, JOIN CRITICAL DISCUSSION WITH OTHER HISTORIANS, AND GAIN NEW SKILLS FOR RESEARCH, TEACHING, AND PUBLIC ENGAGEMENT.

    Expenses $701,167 · Grants $1,375 · Revenue $563,054

  • PUBLICATIONS: THE ASSOCIATION'S DIVERSE PUBLISHING PROGRAM SERVES THE FOLLOWING EFFORTS IN THE ADVANCEMENT OF HISTORY; TO STRENGTHEN THE STUDY AND TEACHING OF HISTORY; TO ADDRESS THE COMMON CONCERNS OF THE HISTORICAL COMMUNITY; TO REPRESENT THE DISCIPLINE IN POLICY MATTERS; TO PROVIDE TIMELY AND SYSTEMATIC COVERAGE OF RESEARCH DEVELOPMENTS; AND TO DISSEMINATE NEW SCHOLARSHIP AND INFORMATION FOR ITS APPLICATION IN A VARIETY OF WAYS.

    Expenses $430,352 · Revenue $333,352

  • AWARDS AND PRIZES: THE ASSOCIATION RECOGNIZES A WIDE VARIETY OF DISTINGUISHED HISTORICAL WORK, WHICH CAN TAKE THE FORM OF AN EXCEPTIONAL BOOK IN THE FIELD, DISTINGUISHED TEACHING AND MENTORING IN THE CLASSROOM, FILM, OR DIGITAL PROJECTS AND RESOURCES. SINCE 1896, THE ASSOCIATION HAS CONFERRED OVER A THOUSAND AWARDS. THE NAMES, PUBLICATIONS, AND PROJECTS OF THOSE WHO RECEIVED THESE AWARDS ARE A CATALOGUE OF THE BEST WORK PRODUCED BY MEMBERS OF THE HISTORICAL DISCIPLINE.

    Expenses $110,947 · Grants $80,388

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • EDWARD MUIR

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • THAVOLIA GLYMPH

    PRESIDENT ELECT (FROM 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • JAMES SWEET

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BEN VINSON

    VICE PRESIDENT - RESEARCH DIVISION

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN HILLIARD

    VICE PRESIDENT - TEACHING DIVISION

    Total calculated
    $0
    Hours/week
    1

  • ANNE HYDE

    VICE PRESIDENT - PROFESSIONAL DIVISION (FROM 1/202

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE JONES

    PAST PRESIDENT (THRU 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • RITA CHIN

    VICE PRESIDENT - PROFESSIONAL DIVISION (THRU 1/202

    Total calculated
    $0
    Hours/week
    1

  • SIMON FINGER

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAURA HOSTETLER

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDRA E GREENE

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PERNILLE ROGE

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHARINA MATRO

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAREN MARRERO

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHERRI SHEU

    COUNCIL MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TONY FRAZIER

    COUNCIL MEMBER (FROM 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • ERIN GREENWALD

    COUNCIL MEMBER (FROM 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • CHARLES ZAPPIA

    COUNCIL MEMBER (FROM 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • REGINALD K ELLIS

    COUNCIL MEMBER (THRU 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • SARA GEORGINI

    COUNCIL MEMBER (THRU 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • SHANNON BONTRAGER

    COUNCIL MEMBER (THRU 1/2023)

    Total calculated
    $0
    Hours/week
    1

  • JAMES GROSSMAN

    EXECUTIVE DIRECTOR

    Total calculated
    $300,975
    From this org
    $272,268
    From related orgs
    $0
    Other
    $28,707
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $272,268
    Bonus
    $0
    Other
    $0
    Deferred
    $28,707
    Nontaxable benefits
    $0
    Filer's total
    $300,975

  • DANA SCHAFFER

    DEPUTY DIRECTOR

    Total calculated
    $164,667
    From this org
    $148,370
    From related orgs
    $0
    Other
    $16,297
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $148,370
    Bonus
    $0
    Other
    $0
    Deferred
    $14,797
    Nontaxable benefits
    $1,500
    Filer's total
    $164,667

  • WILLIAM WECHSLER

    TREASURER

    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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • NATIONAL HISTORY CENTER INC

    501(C)(3) · TO ADVANCE HISTORICAL KNOWLEDGE TO THE PUBLIC. · DC · controlled entity

    Directly controlled by AMERICAN HISTORICAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2022
Filed
20 December 2023
IRS schema version
2022v5.0
Source object
202303569349300415

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