American Association For State and Local History
Fiscal Year
No current fiscal year information is available at this time.
Organizational Budgets and Other Documents
IRS Letter of Exemption
| american association for state and local history irs ltr |
Detailed Financials
Revenue and Expenses
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Revenue | $1,798,196.00 | $1,709,459.00 | |
| Total Expenses | $1,784,461.00 | $1,430,799.00 | |
| Revenue Less Expenses | ($-0.00) | $13,735.00 | $278,660.00 |
Revenue Sources
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Foundation and Corporation Contributions | $0.00 | $0.00 | |
| Government - Federal | $0.00 | $0.00 | |
| Government - State | $0.00 | $0.00 | |
| Government - Local | $0.00 | $0.00 | |
| Government - Unspecified | $0.00 | $300,481.00 | |
| Contributions, Gifts, and Grants | $498,325.00 | $245,913.00 | |
| Indirect Public Support | $0.00 | $0.00 | |
| Earned Revenue | $393,304.00 | $304,833.00 | |
| Investment Income, Net of Losses | $133,351.00 | $109,762.00 | |
| Membership Dues | $667,399.00 | $670,783.00 | |
| Special Events | $0.00 | $0.00 | |
| Revenue In-Kind | $0.00 | $0.00 | |
| Other | $106,017.00 | $77,687.00 |
Expense Allocation
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Program Expense | $1,074,699.00 | $837,266.00 | |
| Administration Expense | $677,424.00 | $564,966.00 | |
| Fundraising Expense | $32,338.00 | $28,567.00 | |
| Total Revenue/Total Expenses | 101% | 119% | |
| Program Expense/Total Expenses | 60% | 59% | |
| Fundraising Expense/Contributed Revenue | 2% | 2% |
Top Funding Sources
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Top Funding Source & Dollar Amount | $0.00 | Membership Dues $667,399.00 | Membership Dues $670,783.00 |
| Second Highest Funding Source & Dollar Amount | $0.00 | Contributions, Gifts, Grants $498,325.00 | Program Revenue $304,833.00 |
| Third Highest Funding Source & Dollar Amount | $0.00 | Program Revenue $393,304.00 | Government Grants $300,481.00 |
Assets and Liabilities
| Fiscal Year | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $2,810,869.00 | $3,183,463.00 | |
| Current Assets | $788,252.00 | $862,158.00 | |
| Long-Term Liabilities | $0.00 | $0.00 | |
| Current Liabilities | $719,522.00 | $79,543.00 | |
| Total Net Assets | $2,091,347.00 | $2,388,920.00 |
Endowment Info
Do you have an endowment?
Yes
What is the value of the endowment?
$2,281,661.00
What is the spending policy for your endowment?
Percentage
Capital Campaign Info
Are you currently in a Capital Campaign?
Yes
Do you anticipate a campaign in the next 5 years?
Yes
What is the campaign goal?
$1,000,000.00
What is the purpose of the capital campaign?
To raise $750,000 for the AASLH endowment plus $250,000 for programmatic growth focused on inclusion and small museums. We are currently in the silent phase.
Campaign Start
March 2022
Campaign End
June 2026
Campaign Raised to Date Month
March
Campaign Raised to Date Year
2022
Campaign Raised to Date Amount
$150,000.00
Solicitation Permit Info
State Charitable Solicitations Permit
Yes
Permit Expiration Month
December
Permit Expiration Year
2023
Solicitations Permit
Form 990s
Audit Documents
Foundation Staff Comments
| Financials taken from the 990. 990 was prepared by Edmonson, Betzler & Dame, PLLC. Comment provided by Tina Randolph 3/8/23. |
