SOCIETY FOR CALIFORNIA ARCHAELOGY (EIN 237013095) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

RISA DEGEORGEY

Phone

5303423537

Tax Period

2023-07-01 to 2024-06-30

SOCIETY FOR CALIFORNIA ARCHAELOGY, founded in 1966, is a small nonprofit that reported $325K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATIONS PRIMARY MISSION IST THE PROMOTION OF ACRCHEOLOGY IN CALIFORNIA. THIS IS DONE THROUGH A VARIETY OF DIFERRENT MEDIAS AND PUBLICATIONS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $322,376

Program Service Revenue $0

Investment Income $687

Other Revenue $2,149

TOTAL REVENUE $325,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $328,340

Other Expenses $328,340

TOTAL EXPENSES $328,340

Year-over-Year Comparison

	2023	2022	Change
Revenue	$325,212	$299,367	+0.1%
Expenses	$328,340	$310,051	+0.1%
Net Income	$-3,128	$-10,684	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

140

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
TONY OVERLY	PRESIDENT	Officer	$0	$0	$0
BRENDON GREENAWAY	PAST PRESIDENT	Officer	$0	$0	$0
MONICA STRAUSS	PRESIDENT ELECT	Officer	$0	$0	$0
RICHARD GUTTENBERG	SOUTHERN VICE PRESIDENT	Officer	$0	$0	$0
JUSTIN WISELY	NORTHERN VICE PRESIDENT	Officer	$0	$0	$0
SEANA GAUSE	SECRETARY	Officer	$0	$0	$0
RISA DEGEORGEY	TREASUERER	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$325,212	$328,340	$467,506	$-3,128
2023	$299,367	$310,051	$466,275	$-10,684
2022	$206,229	$226,734	$476,959	$-20,505
2021	$126,486	$163,615	$497,465	$-37,129
2020	$219,787	$248,449	$533,334	$-28,662

SOCIETY FOR CALIFORNIA ARCHAELOGY