2023-12-22T10:26:19-06:00 2023-06-30 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-07-01 530217487 AMERICAN HISTORICAL ASSOCIATION AMER 2025442422 400 A STREET SE WASHINGTON DC 20003 DANA SCHAFFER DEPUTY DIRECTOR 2025442422 2023-12-20 1 DANA SCHAFFER 999009999 1 GLENN MILLER CPA P00086726 7035190990 2023-12-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANA SCHAFFER 400 A STREET SE WASHINGTON DC 20003 5978483 0 X WWW.HISTORIANS.ORG X 1884 DC 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. 16 16 31 22 13272 0 1801687 2940707 1998592 2179957 369610 718143 540249 2499 4710138 5841306 465508 2012854 0 0 1949632 2314968 0 0 55332 1733953 1847628 4149093 6175450 561045 -334144 10775431 10887986 1789660 1843857 8985771 9044129 X 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. 0 0 2669443 1931091 0 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. 836107 0 1270279 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. 701167 1375 563054 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. 430352 0 333352 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. 110947 80388 0 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. 541299 80388 333352 4748016 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 82 0 31 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC CA MD VA X APRIL WU 3019519090 4550 MONTGOMERY AVE 800N BETHESDA MD 20814 EDWARD MUIR PRESIDENT 1.00 X X 0 0 0 THAVOLIA GLYMPH PRESIDENT ELECT (FROM 1/2023) 1.00 X X 0 0 0 JAMES SWEET PAST PRESIDENT 1.00 X X 0 0 0 BEN VINSON VICE PRESIDENT - RESEARCH DIVISION 1.00 X X 0 0 0 KATHLEEN HILLIARD VICE PRESIDENT - TEACHING DIVISION 1.00 X X 0 0 0 ANNE HYDE VICE PRESIDENT - PROFESSIONAL DIVISION (FROM 1/202 1.00 X X 0 0 0 JACQUELINE JONES PAST PRESIDENT (THRU 1/2023) 1.00 X X 0 0 0 RITA CHIN VICE PRESIDENT - PROFESSIONAL DIVISION (THRU 1/202 1.00 X X 0 0 0 SIMON FINGER COUNCIL MEMBER 1.00 X 0 0 0 LAURA HOSTETLER COUNCIL MEMBER 1.00 X 0 0 0 SANDRA E GREENE COUNCIL MEMBER 1.00 X 0 0 0 PERNILLE ROGE COUNCIL MEMBER 1.00 X 0 0 0 KATHARINA MATRO COUNCIL MEMBER 1.00 X 0 0 0 KAREN MARRERO COUNCIL MEMBER 1.00 X 0 0 0 SHERRI SHEU COUNCIL MEMBER 1.00 X 0 0 0 TONY FRAZIER COUNCIL MEMBER (FROM 1/2023) 1.00 X 0 0 0 ERIN GREENWALD COUNCIL MEMBER (FROM 1/2023) 1.00 X 0 0 0 CHARLES ZAPPIA COUNCIL MEMBER (FROM 1/2023) 1.00 X 0 0 0 REGINALD K ELLIS COUNCIL MEMBER (THRU 1/2023) 1.00 X 0 0 0 SARA GEORGINI COUNCIL MEMBER (THRU 1/2023) 1.00 X 0 0 0 SHANNON BONTRAGER COUNCIL MEMBER (THRU 1/2023) 1.00 X 0 0 0 JAMES GROSSMAN EXECUTIVE DIRECTOR 35.00 X 272268 0 28707 DANA SCHAFFER DEPUTY DIRECTOR 35.00 X 148370 0 16297 WILLIAM WECHSLER TREASURER 1.00 X 0 0 0 420638 0 45004 2 0 1 0 0 2240997 699710 2940707 MEMBERSHIP DUES 900099 1270279 1270279 AHA CONFERENCE 561920 563054 563054 PUBLICATIONS 541800 346624 333352 13272 2179957 177922 177922 554134 554134 123264 137177 -13913 -13913 -13913 2499 2499 2499 5841306 2166685 13272 720642 1884679 1884679 128175 128175 466076 342773 118014 5289 1392472 1024087 352585 15800 82008 60312 20765 931 241144 177348 61060 2736 133268 98011 33745 1512 21300 21300 17654 17654 426945 208628 207223 11094 998 998 355718 228468 125144 2106 34981 5142 29720 119 47391 3939 43452 207020 169050 37786 184 462799 408951 53848 163173 163173 50963 50963 23903 23903 TAXES AND LICENSES 18520 2651 1058 14811 DUES AND SUBSCRIPTIONS 16263 5802 9711 750 6175450 4748016 1372102 55332 627262 357409 530620 430839 937910 651927 75647 24532 14800 9324 331854 332624 2158384 804672 1292274 1353712 6606730 7060806 358334 666813 10775431 10887986 257235 221662 1532425 1622195 1789660 1843857 X 2873075 3252581 6112696 5791548 8985771 9044129 10775431 10887986 -334144 392502 0 X 0 1 X 1 0 X 1985231 474427 1306905 1801687 2940707 8508957 2343045 2376174 1529950 1998592 2182456 10430217 4328276 2850601 2836855 3800279 5123163 18939174 16842 5000 21842 0 16842 5000 21842 18917332 832489 781359 733280 724368 732056 3803552 832489 781359 733280 724368 732056 3803552 5160765 3631960 3570135 4524647 5855219 22742726 0.83180 0.80690 0.16720 0.19200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5264396 109390 372163 97732 5648217 5849182 66319 -564466 86639 5264396 4708346 177223 1058147 94534 5849182 4679857 40677 89737 101925 4708346 4522894 7810 246668 97515 4679857 0.10917 0.37777 0.51305 0 0 8000 8000 1565339 336574 1228765 585045 468098 116947 1353712 MONEY MARKET FUNDS 666813 F 666813 PART V, LINE 4: THE ORGANIZATION'S ENDWOMENT FUNDS ARE TO BE USED FOR A WIDE VARIETY OF PURPOSES, INCLUDING SPECIFIC ANNUAL PRIZES AWARDED TO QUALIFIED RECIPIENTS AS WELL AS THE GENERAL OPERATIONS OF THE ORGANIZATION. 1 NATIONAL COUNCIL FOR THE SOCIAL STUDIES 8555 SIXTEENTH ST STE 500 SILVER SPRING MD 20910 526055389 501(C)(3) 54142 0 MAPPING SUBGRANT NORC AT THE UNIVERSITY OF CHICAGO 55 EAST MONROE ST 20TH FLR CHICAGO IL 60603 362167808 501(C)(3) 50726 0 MAPPING 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OF WOMEN HISTORIANS 6404 MELLOW WINE WAY COLUMBIA MD 210446029 521218413 501(C)(3) 25150 0 SHARP SUBGRANT BLACK ARCHIVES OF MID-AMERICA IN KANSAS CITY 1722 E 17TH TERRACE KANSAS CITY MO 641081644 510191768 501(C)(3) 15950 0 SHARP SUBGRANT BLACK HERITAGE TRAIL OF NEW HAMPSHIRE 222 COURT ST PORTSMOUTH NH 038014416 813921917 501(C)(3) 12308 0 SHARP SUBGRANT BUENA VISTA COUNTY HISTORICAL SOCIETY 214 W 5TH ST STORM LAKE IA 505882346 426075140 501(C)(3) 22317 0 SHARP SUBGRANT CAYUGA MUSEUM OF HISTORY AND ART 203 GENESEE ST AUBURN NY 130213304 150533567 501(C)(3) 50935 0 SHARP SUBGRANT CHARNLEY-PERSKY HOUSE MUSEUM FOUNDATION 1365 N ASTOR ST CHICAGO IL 606102144 364181603 501(C)(3) 57335 0 SHARP SUBGRANT COLLECTIONS AND STORIES OF AMERICAN MUSLIMS INC 2524 ELVANS RD SE WASHINGTON DC 200203508 522066863 501(C)(3) 39070 0 SHARP SUBGRANT COORDINATING COUNCIL FOR WOMEN IN HISTORY 3118 CHAUCER DR CHARLOTTE NC 282104818 481071194 501(C)(3) 18119 0 SHARP SUBGRANT DENNYS RIVER HISTORICAL SOCIETY 129 MAIN ST DENNYSVILLE ME 046280000 043383320 501(C)(3) 26700 0 SHARP SUBGRANT THE WEB DU BOIS CENTER FOR FREEDOM AND DEMOCRACY INC PO BOX 1075 GREAT BARRINGTON MA 012306075 821322151 501(C)(3) 55642 0 SHARP SUBGRANT ELIZABETH CITY STATE UNIVERSITY HISTORY PROGRAM BOX 851 1704 WEEKSVILLE RD ELIZABETH CITY NC 279097977 561047680 501(C)(3) 11768 0 SHARP SUBGRANT GASTON COUNTY MUSEUM OF ART AND HISTORY 131 WEST MAIN ST DALLAS NC 280342021 561122208 501(C)(3) 15322 0 SHARP SUBGRANT HIRAM HISTORICAL SOCIETY PO BOX 105 HIRAN ME 040410105 010485903 501(C)(3) 13779 0 SHARP SUBGRANT HISTORICAL SOCIETY OF CHESHIRE COUNTY PO BOX 803 KEENE NH 034310803 026007201 501(C)(3) 51389 0 SHARP SUBGRANT HISTORY CENTER IN TOMPKINS COUNTY 110 N TIOGA ST ITHACA NY 148504320 156024061 501(C)(3) 29582 0 SHARP SUBGRANT HISTORY CENTER OF LAKE FOREST LAKE BLUFF 509 E DEERPATH LAKE FOREST IL 600452277 237213177 501(C)(3) 22721 0 SHARP SUBGRANT INTERNATIONAL BIG HISTORY ASSOCIATION 6136 PEBBLE DR ALLENDALE MI 494019784 451559736 501(C)(3) 27923 0 SHARP SUBGRANT ISLAND COUNTY HISTORICAL SOCIETY MUSEUM 908 NW ALEXANDER ST 305 COUPEVILLE WA 982390241 916071155 501(C)(3) 16600 0 SHARP SUBGRANT LANE COUNTY HISTORICAL SOCIETY 740 W 13TH AVE EUGENE OR 974024097 930911191 501(C)(3) 48297 0 SHARP SUBGRANT MADISON COUNTY HISTORICAL SOCIETY INC 801 N MAIN EDWARDSVILLE IL 620251113 376049395 501(C)(3) 59352 0 SHARP SUBGRANT MORAVIAN HISTORICAL SOCIETY 214 E CENTER ST NAZARETH PA 180642209 246025569 501(C)(3) 75000 0 SHARP SUBGRANT MT ZION MEMORIAL FUND FOR BLUES MUSIC AND JUSTICE 22 COUNTY RD 422 WATER VALLEY MS 389653784 863749958 501(C)(3) 52982 0 SHARP SUBGRANT NEW YORK STATE ASSOCIATION OF EUROPEAN HISTORIANS 2001 MAIN ST BUFFALO NY 142081035 823134492 501(C)(3) 19797 0 SHARP SUBGRANT OVER-THE-RHINE MUSEUM 3 WEST MCMICKEN AVE CINCINNATI OH 452500026 475262845 501(C)(3) 35527 0 SHARP SUBGRANT PEALE CENTER FOR BALTIMORE HISTORY AND ARCHITECTURE 225 HOLIDAY ST BALTIMORE MD 212023427 800207754 501(C)(3) 74910 0 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PHILADELPHIA PA 191033527 263001212 501(C)(3) 19649 0 SHARP SUBGRANT SOUTH END HISTORICAL SOCIETY 532 MASSACHUSETTS AVE BOSTON MA 021181463 046149016 501(C)(3) 21307 0 SHARP SUBGRANT SOUTHEASTERN COUNCIL OF LATIN AMERICAN STUDIES PO BOX 159 WINGATE NC 281740159 141963121 501(C)(3) 36813 0 SHARP SUBGRANT URBAN HISTORY ASSOCIATION 2009 HURON PARKWAY ANN ARBOR MI 481044161 363765254 501(C)(3) 59435 0 SHARP SUBGRANT VERMONT GRANITE MUSEUM OF BARRE 7 JONES BROTHERS WAY BARRE VT 056412527 223402163 501(C)(3) 6625 0 SHARP SUBGRANT WALKER COUNTY AFRICAN AMERICAN HISTORICAL AND ALUMNI ASSOCIATION INC PO BOX 963 CHICKAMAUGA GA 307070963 582556633 501(C)(3) 36864 0 SHARP SUBGRANT WINDOW SEAT MEDIA 209 4TH AVE E STE 209 OLYMPIA WA 985016968 811200465 501(C)(3) 22010 0 SHARP SUBGRANT 49 0 PRIZES , HONORARIA, AND GRANTS PAID TO INDIVIDUALS 135 85675 NASA FELLOWSHIPS 2 42500 PART I, LINE 2: PROGRESS AND FINAL REPORTS ARE REQUIRED FOR FELLOWSHIPS. MONTHLY FINANCIAL REPORTS, MID-TERM AND FINAL PROGRESS AND FINANCIAL REPORTS ARE REQUIRED FOR INSTITUTIONAL GRANTS, AND ANNUAL REFLECTIONS AND FINANCIAL REPORTS ARE REQUIRED FOR SALL RESEARCH AND TRAVEL GRANTS. X X X 0 0 0 0 0 0 0 0 0 JAMES GROSSMAN EXECUTIVE DIRECTOR 272268 0 0 0 0 0 28707 0 0 0 300975 0 0 0 DANA SCHAFFER DEPUTY DIRECTOR 148370 0 0 0 0 0 14797 0 1500 0 164667 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ASSOCIATION IS OPEN TO ANY PERSON INTERESTED IN HISTORY. ONLY MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE OR HOLD OFFICE IN THE ASSOCIATION. THE COUNCIL OF THE ASSOCIATION MAY ALSO ELECT HONORARY MEMBERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A ONLY MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE OR HOLD OFFICE IN THE ASSOCIATION. THERE SHALL BE AN ANNUAL ELECTION FOR THE OFFICES OF PRESIDENT, PRESIDENT-ELECT; A VICE-PRESIDENT; AND MEMBERS OF THE DIVISIONS, NOMINATING COMMITTEE, COMMITTEE ON COMMITTEES; AND THE UNEXPIRED TERM OF ANY ELECTED POSITION THAT IS VACANT. THE ANNUAL BALLOT SHALL BE DISTRIBUTED TO THE FULL MEMBERSHIP OF THE ASSOCIATION BY JUNE 1. NO VOTE RECEIVED AFTER THE DUE DATE SPECIFIED ON THE BALLOT SHALL BE VALID. ELECTION SHALL BE BY PLURALITY OF THE VOTES CAST FOR EACH VACANCY. THE RESULTS OF THE ELECTION SHALL BE ANNOUNCED AT THE BUSINESS MEETING AND IN THE PUBLICATIONS OF THE ASSOCIATION. IN THE CASE OF A TIE VOTE, A COIN FLIP SHALL DETERMINE THE WINNER. THE NOMINATING COMMITTEE SHALL ACT AS THE SUPERVISOR OF ANY ELECTION AND ALL ISSUES RELATING TO ANY ELECTION SHALL BE REFERRED TO IT FOR FINAL DECISION. THE ASSOCIATION STAFF SHALL KEEP ALL RECORDS OF ELECTIONS IN A SECURE PLACE FOR A PERIOD OF NOT LESS THAN THREE YEARS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS CIRCULATED TO THE COUNCIL OF THE ASSOCIATION VIA WEBSITE PORTAL PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL OFFICERS AND COUNCIL MEMBERS REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM, IN WHICH HE/SHE IDENTIFIES POTENTIAL CONFLICTS OF INTERSET OR STATES THAT THERE ARE NONE. IF THERE IS A POTENTIAL CONFLICT OF INTEREST, THE COUNCIL MEMBER RECUSES HIMSELF/HERSELF FROM DISCUSSIONS AND VOTES ON THAT MATTER. CONFLICTS OF INTEREST ARE DETERMINED BY THE COUNCIL BASED ON THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COUNCIL DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION BASED ON THEIR KNOWLEDGE OF SALARIES IN THE NONPROFIT AND HIGHER EDUCATION ARENAS. THE ORGANIZATION'S COUNCIL RECEIVES A SALARY SURVEY OF COMPARABLE NONPROFITS ANNUALLY TO HELP DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR SETS STAFF SALARIES WITHIN THE BUDGET APPROVED BY THE COUNCIL. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NATIONAL HISTORY CENTER INC 400 A STREET SE WASHINGTON DC 20003 753045522 TO ADVANCE HISTORICAL KNOWLEDGE TO THE PUBLIC. DC 501(C)(3) LINE 7 AMERICAN HISTORICAL ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 NATIONAL HISTORY CENTER INC C 400356 FAIR VALUE