THE SOCIETY OF AMERICAN ARCHIVISTS FOUNDATION (EIN 452661390) - 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

2011

Legal Domicile

Principal Officer

JACQUALINE PRICE OSAFO

Phone

3126060722

Tax Period

2022-07-01 to 2023-06-30

THE SOCIETY OF AMERICAN ARCHIVISTS FOUNDATION, founded in 2011, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $96K in total revenue in fiscal year 2022. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $137K exceeded revenue, resulting in a 42% operating deficit.

Mission

THE SAA FOUNDATION RAISES MONEY TO PROVIDE RESOURCES TO ENHANCE THE WORK OF THE ARCHIVAL COMMUNITY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $51,182

Program Service Revenue $0

Investment Income $43,842

Other Revenue $1,339

TOTAL REVENUE $96,363

Expense Breakdown

Grants Paid $76,749

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,949

Other Expenses $60,476

TOTAL EXPENSES $137,225

Year-over-Year Comparison

	2022	2021	Change
Revenue	$96,363	$267,575	-0.6%
Expenses	$137,225	$129,605	+0.1%
Net Income	$-40,862	$137,970	-1.3%

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

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

$437,793

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA MANGIAFICO	BOARD VICE PRESIDENT/BOARD PRESIDENT	8.00	Officer Director	$0	$0	$0
MARGERY N SLY	BOARD PRESIDENT	8.00	Officer Director	$0	$0	$0
ELIZABETH MYERS	DIRECTOR/BOARD VICE PRESIDENT	8.00	Officer Director	$0	$0	$0
SHARMILA BHATIA	TREASURER	8.00	Officer Director	$0	$0	$0
NATALIE BAUR	DIRECTOR	8.00	Director	$0	$0	$0
TERRY BAXTER	DIRECTOR	8.00	Director	$0	$0	$0
JESSICA CHAPEL	DIRECTOR	8.00	Director	$0	$0	$0
COURTNEY CHARTIER	DIRECTOR	8.00	Director	$0	$0	$0
ROBERT CLARK	DIRECTOR	8.00	Director	$0	$0	$0
ELIZABETH JOFFRION	DIRECTOR	8.00	Director	$0	$0	$0
CARLI LOWE	DIRECTOR	8.00	Director	$0	$0	$0
DEREK MOSLEY	DIRECTOR	8.00	Director	$0	$0	$0
GERRIANNE SCHAAD	DIRECTOR	8.00	Director	$0	$0	$0
RACHEL VAGTS	DIRECTOR	8.00	Director	$0	$0	$0
HELEN WONG SMITH	DIRECTOR	8.00	Director	$0	$0	$0
JACQUALINE PRICE OSAFO	EXECUTIVE DIRECTOR	5.00	Officer	$0	$24,361	$229,427
PETER CARLSON	DIR OF FINANCE & ADMIN	5.00	Officer	$0	$18,841	$155,451
CHERIE NEWELL	CHIEF OF OPERATIONS	5.00	Officer	$0	$3,973	$52,915

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
2023	$96,363	$137,225	$1,873,207	$-40,862
2022	$267,575	$129,605	$1,749,746	$137,970
2021	$254,565	$127,347	$2,188,161	$127,218
2020	$256,252	$191,967	$1,657,486	$64,285
2019	$139,733	$94,698	$1,581,083	$45,035
2018	$186,236	$134,620	$1,460,075	$51,616

THE SOCIETY OF AMERICAN ARCHIVISTS FOUNDATION