Society of California Archivists Inc

Nonprofit profile at a glance

EIN
680321831
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Burbank, CA, USA
Phone
9166168003
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$45,573
Expenses
$38,995
Assets
$259,510
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • NICOLE SHIBATA (PRESIDENT)
  • SUE LUFTSCHEIN (VICE PRESIDENT/PRESIDENT ELECT)
  • LISA MIX (IMMEDIATE PAST PRESIDENT)

People named in this filing

  • NICOLE SHIBATA (PRESIDENT)
  • SUE LUFTSCHEIN (VICE PRESIDENT/PRESIDENT ELECT)
  • JOANNA BLACK (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Society of California archivists is a professional association devoted to the support and development of individuals and institutions that collect, care for, and provide access to the documentary heritage of California and adjoining areas.western archives institute, which is a part of part of sca, provides integrated instruction in basic archival practices to individuals.

What it reported doing in 2024

Educational workshops offered throughout the year: the sca education committee hosted several workshops booths in-person and online: march 28, 2024 (webinar)planning and managing for digital projects in libraries and archivespresenter: dinah handel (stanford libraries)april 12, 2024 (pre-conference webinar)reframing organizations: managing change as you move your organization forwardpresenters: presenter: dr. Rita mukherjee hoffstadt; executive director, folsom historyapril 12, 2024 (pre-conference webinar)unlocking learning landscapes: leveraging place in archival instructional programmingpresenters: autumn m. Johnson, special collections librarian and assistant professor, Georgia southern university; erin k. Patterson, gretsch project archivist, Georgia southern university; dawn "nikki" canon-rech, sustainability librarian and liaison to the college of science and mathematics, Georgia southern university.december 9, 2024anti-ableism training with annie roospresenter: annie roosawards and scholarships given throughout the year: archives appreciation award recipient: orange county & southeast asian archive centercareer achievement award recipient: no awardeesustained service award recipient: tanya m. Hollisjames v. Mink scholarship recipient: no awardeeadvancing equity: graduate education scholarship: blair black, sandy yangadvancing equity: continuing education funding: no recipientbonfield scholarship: no recipientwalter gray scholarship: no recipientco-sponsored the journal of western archives the journal of western archives is a peer-reviewed, open-access journal sponsored by western regional archival organizations. The journal focuses on contemporary issues and developments in the archival and curatorial fields, particularly as they affect western archives and manuscript repositories.continuing work of sca - fair labor principles: in their final report, the sca task force on labor issues within the profession (2019-2021) recommended that sca adopt a set of fair labor principles. In response, sca labor, advocacy and public policy committee members drafted this document, which supports an open dialogue within the archival and memory-worker community regarding the most ethical and fair labor principles and practices that we, as members of this community, want to see encouraged in our profession.- records management task force: this special committee worked with committees and board members to survey sca's active records, revise the existing records retention schedule for compliance with California non-profit law, and create a new records retention policy with the support of an outside consultant. They completed their work in 2024 with a revised records retention schedule, which was presented at the 2024 leadership meeting at the annual general meeting.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 89% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 82
  • Sustainability: 72
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.7%; rating input score 76
  • Program expense ratio: 77.7%; rating input score 78

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 14.4%; rating input score 67; 67th percentile among comparable filings
  • Total-asset coverage ratio: 6.65; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -2.3% per year; rating input score 0; 42nd percentile among comparable filings
  • Revenue growth: -2.9% per year; rating input score 0; 40th percentile among comparable filings
  • Asset growth: 0.7% per year; rating input score 100; 41st percentile among comparable filings

Details

  • Where the money goes: 75.7% of revenue deployed · 77.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $30K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.