THE SOCIETY OF AMERICAN ARCHIVISTS FOUNDATION Charity Report

Public IRS 990 nonprofit record

THE SOCIETY OF AMERICAN ARCHIVISTS FOUNDATION

EIN 45-2661390 · Single Organization Support (T11)

What they do

THE SAA FOUNDATION RAISES MONEY to PROVIDE RESOURCES to ENHANCE THE WORK of THE ARCHIVAL COMMUNITY. to THAT END, THE SAA FOUNDATION WILL SUPPORT: RESEARCH and REPORTING ABOUT THE PROFESSION, ITS PRACTICE, and ITS PRACTITIONERS; DEVELOPMENT of PROFESSIONAL GROWTH OPPORTUNITIES; RECOGNITION of ARCHIVISTS VIA SCHOLARSHIPS, TRAVEL ASSISTANCE and AWARDS; PROGRAMS to ENAHANCE THE PERFORMANCE of REPOSITORIES; and EFFORTS to PERSUADE INFLUENTIAL EXTERNAL ORGANIZATIONS to CREATE or PROMOTE ARCHIVES. IN ADDITION, THE SAA FOUNDATION WILL SEEK to STRENGTHEN ITSELF BY ENHANCING ITS ACCOUNTABILITY, DEVELOPMENT and GOVERNANCE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $35.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders21 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

47.25%of revenue went to mission work35.9% of expenses · Program services

$131.48spent for every $100 of revenueSpending was higher than revenue this year.

84.23%of revenue went to management and office costs64.1% of expenses

$11.28in assets for every $1 spent this yearSome assets cannot be spent right away.

23.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $63,463 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $14,358 for JACQUALINE PRICE OSAFO (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$201,603

Mission workProgram services$95,25547.25% of revenue35.9% of expenses

ManagementOffice and general costs$169,81184.23% of revenue64.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$265,066131.48% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 35.9% mission · 64.1% management · 0.0% fundraisingTotal expenses: 131.48% of revenue

2022Expense mix: 58.3% mission · 41.7% management · 0.0% fundraisingTotal expenses: 142.40% of revenue

2021Expense mix: 64.4% mission · 35.6% management · 0.0% fundraisingTotal expenses: 48.44% of revenue

2020Expense mix: 81.5% mission · 18.5% management · 0.0% fundraisingTotal expenses: 50.03% of revenue

2019Expense mix: 88.7% mission · 11.3% management · 0.0% fundraisingTotal expenses: 74.91% of revenue

2018Expense mix: 61.1% mission · 38.9% management · 0.0% fundraisingTotal expenses: 67.77% of revenue

2017Expense mix: 77.7% mission · 22.3% management · 0.0% fundraisingTotal expenses: 72.28% of revenue

Money in and money out

Revenue$201,603

Expenses$265,066

Annual shortfall $63,463 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$95,255 · 35.9% of expenses

Management and office costs$169,811 · 64.1% of expenses

See all reported dollar amounts

Revenue$201,603

Expenses$265,066

Assets$2,990,508

Income$201,603

Contributions$47,075

Mission work (program services)$95,255

Management and general$169,811

Stocks and bonds$2,989,008

Investing fees$18,295

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JACQUALINE PRICE OSAFOEXECUTIVE DIRECTOR · 5 hrs/week $14,358Base · Other $14,358

CHERIE NEWELLCHIEF OF OPERATIONS · 5 hrs/week $14,276Base · Other $14,276

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (21)

JACQUALINE PRICE OSAFOEXECUTIVE DIRECTOR

CHERIE NEWELLCHIEF OF OPERATIONS

TOMARO TAYLORDIRECTOR

CARLI LOWEVICE PRESIDENT

SARAH PONICHTERADIRECTOR

S ELLIOT MAXWELLDIRECTOR

NICOLETTE LODICODIRECTOR

NATALIE BAURDIRECTOR

MICHAEL RUSHDIRECTOR

MARIO RAMIREZDIRECTOR

LISA MANGIAFICOPRESIDENT

KRYSTAL APPIAHDIRECTOR

KAREN MEYER-ROUXDIRECTOR

JESSICA CHAPELDIRECTOR

JEANNIE LATARTARADIRECTOR

HOPE DUNBARDIRECTOR

HELEN WONG SMITHDIRECTOR

EVELYN DAVISDIRECTOR

EMILY DIXONDIRECTOR

DEREK MOSLEYDIRECTOR

DENISE RAYMANTREASURER

About this charity

Recognized since: January 2014
Location: 17 N STATE ST STE 1425, CHICAGO, IL 60602-4061
County: Cook
In care of: % THOMAS P JURCZAK
Primary officer: JACQUALINE PRICE OSAFO, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailjpillard@archivists.org Phone(312) 606-0722

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: PORTE BROWN LLC
NTEE classification: Single Organization Support (T11)
IRS tax category: Single Organization Support