Civic Intelligence

Srs Heritage Foundation Inc

EIN 20-1629370 • 501(c)3 • Aiken, SC

Profile

To interpret and preserve the historical nature and importance of the savannah river nuclear site and to bring awareness of the importance of the site to the general public. To assist in the operation and deveopment of the museum.

PO Box 2226Aiken, SC 29802-2226

srsheritage.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

56th percentile

7.3%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

53rd percentile

8.5%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,282,169

Up $11,262 (+0.9%) from 2024

Liabilities

Up

$95

Up $95 from 2024

Net Assets

Up

$1,282,074

Up $11,167 (+0.9%) from 2024

Operations
Liabilities / Revenue21st percentileNet Margin56th percentile

Revenue

Down

$162,609

Down $174,514 (-52%) from 2024

Expenses

Up

$150,701

Up $86,631 (+135%) from 2024

Net Income

Down

$11,908

Down $261,145 (-96%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $195,317Net Assets 2014: $195,3172014Assets 2015: $228,776Net Assets 2015: $228,7762015Assets 2016: $250,535Net Assets 2016: $250,5352016Assets 2017: $294,054Net Assets 2017: $294,0542017Assets 2018: $397,365Net Assets 2018: $397,3652018Assets 2019: $544,055Liabilities 2019: $0Net Assets 2019: $544,0552019Assets 2020: $891,325Liabilities 2020: $0Net Assets 2020: $891,3252020Assets 2021: $907,864Liabilities 2021: $0Net Assets 2021: $907,8642021Assets 2022: $935,970Liabilities 2022: $301Net Assets 2022: $935,6692022Assets 2023: $997,854Liabilities 2023: $0Net Assets 2023: $997,8542023Assets 2024: $1,270,907Liabilities 2024: $0Net Assets 2024: $1,270,9072024Assets 2025: $1,282,169Liabilities 2025: $95Net Assets 2025: $1,282,0742025

Highlighted filing

2025

Assets$1,282,169
Liabilities$95
Net Assets$1,282,074
Open 2025 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2014: $88,197Expenses 2014: $13,732Net Income 2014: $74,4652014Revenue 2015: $60,536Expenses 2015: $27,077Net Income 2015: $33,4592015Revenue 2016: $18,208Expenses 2016: $11,173Net Income 2016: $7,0352016Revenue 2017: $61,315Expenses 2017: $17,796Net Income 2017: $43,5192017Revenue 2018: $125,414Expenses 2018: $22,103Net Income 2018: $103,3112018Revenue 2019: $159,814Expenses 2019: $13,124Net Income 2019: $146,6902019Revenue 2020: $374,081Expenses 2020: $26,810Net Income 2020: $347,2712020Revenue 2021: $45,360Expenses 2021: $28,821Net Income 2021: $16,5392021Revenue 2022: $56,152Expenses 2022: $28,347Net Income 2022: $27,8052022Revenue 2023: $138,082Expenses 2023: $75,897Net Income 2023: $62,1852023Revenue 2024: $337,123Expenses 2024: $64,070Net Income 2024: $273,0532024Revenue 2025: $162,609Expenses 2025: $150,701Net Income 2025: $11,9082025

Highlighted filing

2025

Revenue$162,609
Expenses$150,701
Net Income$11,908
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,282,169
Liabilities
$95
Net assets
$1,282,074
Revenue
$162,609
Expenses
$150,701
Net income
$11,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.16$0.15$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.34$0.06$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.14$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.37$0.03$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.16$0.01$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.13$0.02$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.06$0.02$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.09$0.01$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 18, 2026
Return Version
2025v4.0
Gross Receipts
$162,609
Mission and Program Overview

Mission

Preserve the history heritage of srs site

Preservation of and public awareness of the history of the savannah river site.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,270,907$1,282,074▲ $11,167
Land, Buildings, and Equipment, Net$500,576$810,025▲ $309,449
Savings and Temporary Cash Investments$228,302$452,863▲ $224,561
Cash and Non-Interest-Bearing Accounts$542,029$19,281▼ $522,748
Total Assets$1,270,907$1,282,169▲ $11,262
Liabilities
Other Liabilities-$95-
Total Liabilities$0$95▲ $95
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,270,907$1,282,074▲ $11,167
Total Liabilities and Net Assets / Fund Balance$1,270,907$1,282,169▲ $11,262

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$524,532$2,408$526,940
Buildings$263,979$57,730$321,709
Leasehold Improvements$21,514$2,318$23,832
Equipment-$1,375$1,375
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donna HolmanSecretary/treasPT$3,955$3,955

Board Members and Trustees

NameTitle
Dr Jim MarraChairman
Andrew AlbenesiusVice Chairman
Bret EvansBoard Member
Bruce WilsonBoard Member
Chris VerenesBoard Member
Clark W Mccants IvBoard Member
Dr Elizabeth a GeorgianBoard Member
Dr Gary J SennBoard Member
Dr Lindsay BrownBoard Member
Dusie FerraraBoard Member
Jeffrey AllisonBoard Member
Kelly CanadyBoard Member
Mindy MetsBoard Member
Nicholas MillerBoard Member
Patricia AllenBoard Member
Samuel EllisBoard Member
Walt JosephEmeritus
Bryan CoxNon Voting
David WilkersonNon Voting
Julie PetersenNon Voting
Linda LindlerNon Voting
Revenue and Support

Revenue Composition

Contributions and Grants
$145,071
Program Service Revenue
$0
Investment Income
$16,595
Other Revenue
$943
All Other Contributions
$100,706
Change in Net Assets
$11,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150,701
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$8,003--$8,003
All Other Expenses$4,310$675-$4,985
Insurance$4,983--$4,983
Fees for Services Accounting-$4,518-$4,518
Occupancy$2,344--$2,344
Conferences and Meetings-$1,658-$1,658
Other Expenses$5,758$217-$217
Total Functional Expenses$139,576$11,125$0$150,701
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$95
Credit Cards Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization submits a draft of form 990 to all its board members for review prior to submittal and filing with the irs.”

Form 990, Part VII, Section B, Line 12C

“Each member of the board is required annually to read the conflict of interest policy and sign an conflict of interest affirmation.”

Form 990, Part VI, Section C, Line 19

“Upon written request, the organization makes available a copy of its non-profit application form 1023 and its annual non-profit filings with the irs.”

Filing and Contact Details

Filer

Filer Name
Srs Heritage Foundation Inc
EIN
20-1629370
Phone
8036481437
Address
PO BOX 2226, AIKEN, SC 29802-2226

Signing Officer

Name
Jim Marra
Title
Chairman
Phone
8036481437
Signed
2026-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Marra
Formed
2004
Legal Domicile
Sc
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Claudia W Adams CPA
Address
23 TROON WAY, AIKEN, SC 29803-5677
Preparer
Claudia W Adams
Phone
8036422603
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 8

“Credit card charges received after filing return 741”

Financial Statement Notes

III 3A

“The organization receives on occasion artifacts and artistic materials of historical nature that it uses in its various exhibits for the general publics viewing and education.”

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