THE SOCIETY OF AMERICAN ARCHIVISTS

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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

1945

Legal Domicile

Principal Officer

JACQUALINE PRICE OSAFO

Phone

3126060722

Tax Period

2022-07-01 to 2023-06-30

THE SOCIETY OF AMERICAN ARCHIVISTS, founded in 1945, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2022. Expenses of $2.7M exceeded revenue, resulting in a 10% operating deficit.

Mission

SAA'S MISSION IS TO SERVE THE EDUCATION AND INFORMATION NEEDS OF MORE THAN 5,800 INDIVIDUAL AND INSTITUTIONAL MEMBERS AND TO PROVIDE LEADERSHIP TO ENSURE THE IDENTIFICATION, PRESERVATION, AND USE OF RECORDS OF HISTORICAL VALUE.

Program Service Accomplishments

Program 1

ANNUAL MEETING - PROVIDES SAA MEMBERS AND OTHER ARCHIVAL PROFESSIONALS WITH AN OPPORTUNITY TO ATTEND PROFESSIONAL SEMINARS, SPECIAL INTEREST GROUP MEETINGS, FORUMS, AND SAA BUSINESS MEETINGS. THE...

ANNUAL MEETING - PROVIDES SAA MEMBERS AND OTHER ARCHIVAL PROFESSIONALS WITH AN OPPORTUNITY TO ATTEND PROFESSIONAL SEMINARS, SPECIAL INTEREST GROUP MEETINGS, FORUMS, AND SAA BUSINESS MEETINGS. THE FY2023 ANNUAL MEETING WAS HYBRID WITH A HIGHER ATTENDANCE OF APPROXIMATELY 1,959, OF WHICH ONLY 14% WAS VIRTUAL. THERE WERE 60 EXHIBIT BOOTHS SOLD.

Program 2

EDUCATION - SAA IS COMMITTED TO PROVIDING HIGH-QUALITY CONTINUING EDUCATION THAT IS RELEVANT AND ACCESSIBLE TO PROFESSIONAL ARCHIVISTS VIA A VARIETY OF DELIVERY METHODS. SAA OFFERED 42 TOTAL PROGRAMS...

Program 3

PERIODICALS--CONSISTS OF: THE PUBLICATION OF THE AMERICAN ARCHIVIST, A FORUM FOR DISCUSSING TRENDS AND SHARING RESEARCH ON ARCHIVAL SCIENCE, WITH A SEMI-ANNUAL CIRCULATION OF OVER 5,700; PUBLICATION OF ARCHIVAL OUTLOOK, A BI-MONTHLY MAGAZINE REPORTING ON NATIONAL AND INTERNATIONAL NEWS OF RELEVANCE TO THE NORTH AMERICAN ARCHIVES PROFESSION; AND IN THE LOOP, A BIWEEKLY E-NEWSLETTER PROVIDING MEMBERS OF SAA WITH UPDATES ABOUT SAA ACTIVITIES AND THE PROFESSION AT LARGE.

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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 $90,850

Program Service Revenue $2,094,258

Investment Income $65,307

Other Revenue $234,649

TOTAL REVENUE $2,485,064

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,194,169

Fundraising Expenses $0

Other Expenses $1,544,226

TOTAL EXPENSES $2,738,395

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,485,064	$2,339,630	+0.1%
Expenses	$2,738,395	$2,191,064	+0.2%
Net Income	$-253,331	$148,566	-2.7%

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

Volunteers

900

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
COURTNEY CHARTIER	PRESIDENT	3.00	Officer Director	$0	$0	$0
DEREK MOSLEY	DIRECTOR	3.00	Director	$0	$0	$0
DOMINIQUE LUSTER	DIRECTOR	3.00	Director	$0	$0	$0
HELEN WONG SMITH	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
JASMINE JONES	DIRECTOR	3.00	Director	$0	$0	$0
JOYCE GABIOLA	DIRECTOR	3.00	Director	$0	$0	$0
KRYSTAL APPIAH	DIRECTOR	3.00	Director	$0	$0	$0
LYDIA TANG	DIRECTOR	3.00	Director	$0	$0	$0
RACHEL WINSTON	DIRECTOR	3.00	Director	$0	$0	$0
SHARMILA BHATIA	TREASURER	3.00	Officer Director	$0	$0	$0
STEPHEN CURLEY	DIRECTOR	3.00	Director	$0	$0	$0
TERRY BAXTER	VICE PRESIDENT/PRESIDENT	3.00	Officer Director	$0	$0	$0
TONIA SUTHERLAND	DIRECTOR	3.00	Director	$0	$0	$0
CHERIE NEWELL	CHIEF OF OPERATIONS	47.50	Officer	$48,942	$3,973	$52,915
JACQUALINE PRICE OSAFO	EXECUTIVE DIRECTOR	55.00	Officer	$205,066	$24,361	$229,427
PETER CARLSON	DIRECTOR OF FINANCE & ADMINISTRATION	47.50	Officer	$136,610	$18,841	$155,451

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	$2,485,064	$2,738,395	$2,913,967	$-253,331
2022	$2,339,630	$2,191,064	$2,676,405	$148,566
2021	$2,207,330	$2,062,319	$2,453,867	$145,011
2020	$2,583,998	$2,634,188	$2,236,224	$-50,190
2019	$2,941,988	$3,105,923	$2,745,282	$-163,935
2018	$2,665,728	$2,417,403	$3,061,738	$248,325