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Economic History Association

University Of Wisconsin La Crosse

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$570k (2023)

Expenses
$506k (2023)

Total Assets
$3.77M (2023)

Total Liabilities
$3.11k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$570,277
Expenses
$505,655
Net Income
$64,622
Net Assets
$3,766,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,156
15.6%
Program Services $318,455
55.8%
Investment Income $151,115
26.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,551
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $47,227
9.3%
Assets/Debt
Total Assets $3,769,802
Total Liabilities $3,112
Net Assets $3,766,690
Compensation
Key Employees and Officers Compensation Related Other
Dan Bogart (Ex Officio E) $0 $0 $0
Ann Carlos (President El) $0 $0 $0
Lisa Cook (Trustee) $0 $0 $0
Price Fishback (Past Preside) $0 $0 $0
Eric Hilt (Ex Officio E) $0 $0 $0
Jeremy Land (Meetings Coo) $0 $0 $0
Petra Moser (Trustee) $0 $0 $0
Cormac O'grada (Past Preside) $0 $0 $0
Sheilagh Ogilvie (Trustee) $0 $0 $0
Paul Rhode (Vice Preside) $0 $0 $0
Hugh Rockoff (Past Preside) $0 $0 $0
Paul Sharp (Represent To) $0 $0 $0
Lana Sooter (Administrato) $0 $0 $0
Melissa Thomasson (Trustee) $0 $0 $0
John Wallis (President) $0 $0 $0
David Wheelock (Chair Budg) $0 $0 $0
Michael Haupert (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$692,094
Expenses
$461,964
Net Income
$230,130
Net Assets
$3,645,520
Notable Sources of Revenue Percent of Total Revenue
Contributions $102,566
14.8%
Program Services $411,218
59.4%
Investment Income $75,988
11.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $102,322
14.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $45,833
9.9%
Assets/Debt
Total Assets $3,646,928
Total Liabilities $1,408
Net Assets $3,645,520
Compensation
Key Employees and Officers Compensation Related Other
Dan Bogart (Ex Officio E) $0 $0 $0
Ann Carlos (President El) $0 $0 $0
Lisa Cook (Trustee) $0 $0 $0
Price Fishback (Past Preside) $0 $0 $0
Eric Hilt (Ex Officio E) $0 $0 $0
Jeremy Land (Meetings Coo) $0 $0 $0
Petra Moser (Trustee) $0 $0 $0
Cormac O'grada (Past Preside) $0 $0 $0
Sheilagh Ogilvie (Trustee) $0 $0 $0
Paul Rhode (Vice Preside) $0 $0 $0
Hugh Rockoff (Past Preside) $0 $0 $0
Paul Sharp (Represent To) $0 $0 $0
Lana Sooter (Administrato) $0 $0 $0
Melissa Thomasson (Trustee) $0 $0 $0
John Wallis (President) $0 $0 $0
David Wheelock (Chair Budg) $0 $0 $0
Michael Haupert (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$414,369
Expenses
$314,570
Net Income
$99,799
Net Assets
$3,943,925
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,025
20.3%
Program Services $266,637
64.3%
Investment Income $63,707
15.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $32,377
10.3%
Assets/Debt
Total Assets $3,945,655
Total Liabilities $1,730
Net Assets $3,943,925
Compensation
Key Employees and Officers Compensation Related Other
Dan Bogart (Ex Officio E) $0 $0 $0
Ann Carlos (President El) $0 $0 $0
Lisa Cook (Trustee) $0 $0 $0
Price Fishback (Past Preside) $0 $0 $0
Eric Hilt (Ex Officio E) $0 $0 $0
Jeremy Land (Meetings Coo) $0 $0 $0
Petra Moser (Trustee) $0 $0 $0
Cormac O'grada (Past Preside) $0 $0 $0
Sheilagh Ogilvie (Trustee) $0 $0 $0
Paul Rhode (Vice Preside) $0 $0 $0
Hugh Rockoff (Past Preside) $0 $0 $0
Paul Sharp (Represent To) $0 $0 $0
Lana Sooter (Administrato) $0 $0 $0
Melissa Thomasson (Trustee) $0 $0 $0
John Wallis (President) $0 $0 $0
David Wheelock (Chair Budg) $0 $0 $0
Michael Haupert (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$452,847
Expenses
$414,382
Net Income
$38,465
Net Assets
$3,213,768
Notable Sources of Revenue Percent of Total Revenue
Contributions $79,475
17.6%
Program Services $325,328
71.8%
Investment Income $48,044
10.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $41,954
10.1%
Assets/Debt
Total Assets $3,219,080
Total Liabilities $5,312
Net Assets $3,213,768
Compensation
Key Employees and Officers Compensation Related Other
Ann Carlos (Trustee) $0 $0 $0
Lisa Cook (Trustee) $0 $0 $0
Jari Eloranta (Meetings Coo) $0 $0 $0
Price Fishback (Past Preside) $0 $0 $0
Eric Hilt (Trustee) $0 $0 $0
Jeremy Land (Trustee) $0 $0 $0
Petra Moser (Vice Preside) $0 $0 $0
Cormac O'grada (Past Preside) $0 $0 $0
Sheilagh Ogilvie (Trustee) $0 $0 $0
Paul Rhode (Trustee) $0 $0 $0
Hugh Rockoff (President) $0 $0 $0
Paul Sharp (Represent To) $0 $0 $0
Melissa Thomasson (Trustee) $0 $0 $0
John Wallis (President El) $0 $0 $0
David Wheelock (Chair Budg) $0 $0 $0
Michael Haupert (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$461,996
Expenses
$575,832
Net Income
-$113,836
Net Assets
$2,866,647
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,453
19.4%
Program Services $310,790
67.3%
Investment Income $61,753
13.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $38,393
6.7%
Assets/Debt
Total Assets $2,866,647
Total Liabilities $0
Net Assets $2,866,647
Compensation
Key Employees and Officers Compensation Related Other
Price Fishback (Past Preside) $0 $0 $0
Hugh Rockoff (President) $0 $0 $0
John Wallis (President El) $0 $0 $0
Karen Clay (Trustee) $0 $0 $0
Martha Bailey (Trustee) $0 $0 $0
Petra Moser (Vice Preside) $0 $0 $0
Sheilagh Ogilvie (Trustee) $0 $0 $0
Lisa Cook (Past Preside) $0 $0 $0
Michael Bordo (Past Preside) $0 $0 $0
Cormac O'grada (Past Preside) $0 $0 $0
David Wheelock (Chair Budg) $0 $0 $0
William Collins (Editor) $0 $0 $0
Dan Bogart (Editor) $0 $0 $0
Jari Eloranta (Meetings Coo) $0 $0 $0
Paul Sharp (Represent To) $0 $0 $0
Michael Haupert (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$433,926
Expenses
$394,483
Net Income
$39,443
Net Assets
$2,854,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,081
17.8%
Program Services $310,789
71.6%
Investment Income $46,056
10.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $37,000
9.4%
Assets/Debt
Total Assets $2,854,234
Total Liabilities $0
Net Assets $2,854,234
Compensation
Key Employees and Officers Compensation Related Other
Price Fishback (President) $0 $0 $0
Hugh Rockoff (President El) $0 $0 $0
Chris Meissner (Vice Preside) $0 $0 $0
Karen Clay (Trustee) $0 $0 $0
Martha Bailey (Trustee) $0 $0 $0
Petra Moser (Trustee) $0 $0 $0
Sheilagh Ogilvie (Trustee) $0 $0 $0
Lee Alston (Past Preside) $0 $0 $0
Michael Bordo (Past Preside) $0 $0 $0
Cormac O'grada (Past Preside) $0 $0 $0
Ann Carlos (Ex Officio E) $0 $0 $0
William Collins (Ex Officio E) $0 $0 $0
Dan Bogart (Ex Officio E) $0 $0 $0
Jari Eloranta (Meetings Coo) $0 $0 $0
Matt Jaremski (Chair Budget) $0 $0 $0
Paul Rhode (Represent To) $0 $0 $0
Michael Haupert (Executive Di) $0 $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$461,541
Expenses
$457,756
Net Income
$3,785
Net Assets
$2,072,741
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,167
12.8%
Program Services $357,488
77.5%
Investment Income $45,867
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$981
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $37,000
8.1%
Assets/Debt
Total Assets $2,072,741
Total Liabilities $0
Net Assets $2,072,741
Compensation
Key Employees and Officers Compensation Related Other
Michael Bordo (President) $0 $0 $0
Lee Alston (Past President) $0 $0 $0
Bob Margo (Past President) $0 $0 $0
Cormac O'grada (President Elect) $0 $0 $0
Carolyn Moehling (Vice President) $0 $0 $0
Leah Platt Boustan (Trustee) $0 $0 $0
William Collins (Trustee) $0 $0 $0
Karen Clay (Trustee) $0 $0 $0
Martha Bailey (Trustee) $0 $0 $0
Phil Hoffman (Past President) $0 $0 $0
Ann Carlos (Ex Officio Editor) $0 $0 $0
Matt Jaremski (Trustee) $0 $0 $0
Claude Diebolt (Trustee) $0 $0 $0
Price Fishback (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$434,053
Expenses
$414,630
Net Income
$19,423
Net Assets
$2,068,956
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,907
13.1%
Program Services $342,883
79.0%
Investment Income $37,565
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,302
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $37,000
8.9%
Assets/Debt
Total Assets $2,070,956
Total Liabilities $2,000
Net Assets $2,068,956
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Phil Hoffman (Past President) $0 $0 $0
Lee Alston (President) $0 $0 $0
Bob Margo (Past President) $0 $0 $0
Michael Bordo (President Elect) $0 $0 $0
Greg Clark (Vice President) $0 $0 $0
Steve Broadberry (Trustee) $0 $0 $0
Leah Platt Boustan (Trustee) $0 $0 $0
William Collins (Trustee) $0 $0 $0
Karen Clay (Trustee) $0 $0 $0
Robert Allen (Trustee) $0 $0 $0
Ann Carlos (Ex Officio Editor) $0 $0 $0
Paul Rhode (Ex Officio Editor) $0 $0 $0
Mark Geiger (Trustee) $0 $0 $0
Claude Deibolt (Trustee) $0 $0 $0
Price Fishback (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$442,336
Expenses
$388,565
Net Income
$53,771
Net Assets
$2,049,533
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,959
9.9%
Program Services $356,430
80.6%
Investment Income $41,947
9.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,862
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,049,533
Total Liabilities $0
Net Assets $2,049,533
Compensation
Key Employees and Officers Compensation Related Other
Lana Scooter (Administrative Assistant) $16,868 $0 $0
Jari Eloranta (Meeting Coordinator) $13,000 $0 $0
Robert Allen (Past President) $0 $0 $0
Bob Margo (President) $0 $0 $0
Phil Hoffman (Past President) $0 $0 $0
Price Fishback (Executive Director) $0 $0 $0
Lee Alston (President Elect) $0 $0 $0
Joseph Ferrie (Trustee) $0 $0 $0
Anne Mccants (Vice President) $0 $0 $0
Leah Platt Boustan (Trustee) $0 $0 $0
William Collins (Trustee) $0 $0 $0
Steve Broadberry (Trustee) $0 $0 $0
Jeremy Atack (Trustee) $0 $0 $0
Ann Carlos (Ex Officio Editor) $0 $0 $0
Paul Rhode (Ex Officio Editor) $0 $0 $0
Mark Geiger (Trustee) $0 $0 $0
Warren Whatley (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$508,194
Expenses
$463,787
Net Income
$44,407
Net Assets
$1,993,262
Notable Sources of Revenue Percent of Total Revenue
Contributions $68,999
13.6%
Program Services $397,788
78.3%
Investment Income $0
Bond Proceeds $41,407
8.1%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,792
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,004,360
Total Liabilities $11,098
Net Assets $1,993,262
Compensation
Key Employees and Officers Compensation Related Other
Lana Scooter (Administrative Assistant) $13,685 $0 $0
Jari Eloranta (Meeting Coordinator) $13,000 $0 $0
Robert Allen (Past President) $0 $0 $0
Bob Margo (President Elect) $0 $0 $0
Phil Hoffman (President) $0 $0 $0
Price Fishback (Executive Director) $0 $0 $0
Jean Laurent Rosenthal (Ex Officio Editor) $0 $0 $0
Joseph Ferrie (Trustee) $0 $0 $0
Jane Humphries (Vice President) $0 $0 $0
Leah Platt Boustan (Trustee) $0 $0 $0
Carolyn Moehling (Trustee) $0 $0 $0
Steve Broadberry (Trustee) $0 $0 $0
Jeremy Atack (Trustee) $0 $0 $0
Barry Eichengreen (Trustee) $0 $0 $0
Paul Rhode (Ex Officio Editor) $0 $0 $0
Mark Geiger (Trustee) $0 $0 $0
Warren Whatley (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$494,796
Expenses
$403,694
Net Income
$91,102
Net Assets
$1,948,855
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,517
9.6%
Program Services $406,669
82.2%
Investment Income $40,610
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,702
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,978,494
Total Liabilities $29,639
Net Assets $1,948,855

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$434,962
Expenses
$370,042
Net Income
$64,920
Net Assets
$1,857,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,870
7.8%
Program Services $361,788
83.2%
Investment Income $39,304
9.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $23,065
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,898,617
Total Liabilities $40,865
Net Assets $1,857,752

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$541,912
Expenses
$348,236
Net Income
$193,676
Net Assets
$1,792,832
Notable Sources of Revenue Percent of Total Revenue
Contributions $91,861
17.0%
Program Services $407,742
75.2%
Investment Income $37,647
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,662
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $22,500
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,823,017
Total Liabilities $30,185
Net Assets $1,792,832

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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