Handbook of the Society of California Archivists

Handbook, Bylaws, and Policies

2-5-11 Statement of Financial Condition

Society of California Archivists, Inc.

Statement of Financial Condition

[Year] INCOME/EXPENSES

[year] Beginning Balance

RESTRICTED FUNDS INCOME/EXPENSES

INCOME

AGM Speakers’ Fund: Donations
Education Fund: AGM Silent Auction
Education Fund: Membership Pins
Education Fund: Outright Donations
Mink Scholarship Fund: Donations
Other Income: Dividends
Other Income: Interest
TOTAL INCOME

EXPENSES

AGM Speakers’ Expenses
Continuing Education Scholarships
Gray Scholarships
Mink Scholarship
TOTAL EXPENSES

UNRESTRICTED FUNDS INCOME/EXPENSES

INCOME

Projects (Sales): Brochures
Programs: Annual General Meeting
Programs: Workshops
Membership: Dues Received
Miscellaneous Income: Membership Mailing List
Miscellaneous Income: Other
Programs: Newsletter Advertisements
TOTAL INCOME

EXPENSES

Projects (Sales): Brochures
Programs: Annual General Meeting
Programs: Workshops
Programs: Scholarships
Miscellaneous Expenses
Newsletter
Administrative
Board
Task Force
Committees
TOTAL EXPENSES

[year] Net Income

[year] Ending Balance


Revision history: 5/93 mqh, 6/95 jw, 8/2004 laj, 6/14 tep, 10/2017 llc, 06/2018 llc


  1. Section 2-5-11 Statement of Financial Condition
  2. Part 2 Governing Body
  3. Handbook of the Society of California Archivists