Civic Intelligence

Srba Historic Building and Environmental Preservation Foundation

EIN 85-4144840 • 501(c)3 • Newport, RI

Profile

The preservation & maintenance of historic buildings and conservation of environmentally sensitive land surrounding historic buildings.

34 Ocean AvenueNewport, RI 02840

n/A

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

1.1%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.4%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-19%

Faster revenue growth than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,182,027

Up $16,885 (+1.4%) from 2023

Liabilities

Up

$11,075

Up $11,075 from 2023

Net Assets

Up

$1,170,952

Up $5,810 (+0.5%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin42nd percentile

Revenue

Down

$1,202,245

Down $284,021 (-19%) from 2023

Expenses

Up

$1,189,454

Up $469,373 (+65%) from 2023

Net Income

Down

$12,791

Down $753,394 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $113,556Liabilities 2021: $0Net Assets 2021: $113,5562021Assets 2022: $475,849Liabilities 2022: $0Net Assets 2022: $475,8492022Assets 2023: $1,165,142Liabilities 2023: $0Net Assets 2023: $1,165,1422023Assets 2024: $1,182,027Liabilities 2024: $11,075Net Assets 2024: $1,170,9522024

Highlighted filing

2024

Assets$1,182,027
Liabilities$11,075
Net Assets$1,170,952
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.5M$1.0M$500K$0Revenue 2021: $135,501Expenses 2021: $21,945Net Income 2021: $113,5562021Revenue 2022: $365,990Expenses 2022: $5,324Net Income 2022: $360,6662022Revenue 2023: $1,486,266Expenses 2023: $720,081Net Income 2023: $766,1852023Revenue 2024: $1,202,245Expenses 2024: $1,189,454Net Income 2024: $12,7912024

Highlighted filing

2024

Revenue$1,202,245
Expenses$1,189,454
Net Income$12,791
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,182,027
Liabilities
$11,075
Net assets
$1,170,952
Revenue
$1,202,245
Expenses
$1,189,454
Net income
$12,791
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.01$1.17$1.20$1.19$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$1.49$0.72$0.77
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.37$0.01$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.14$0.02$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,202,245
Mission and Program Overview

Mission

Preservation & maintenance of historic buildings and conservation of environmentally sensitive land surrounding historic buildings.

The preservation & maintenance of historic buildings and conservation of environmentally sensitive land surrounding historic buildings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,164,641$993,274▼ $171,367
Cash and Non-Interest-Bearing Accounts$501$188,753▲ $188,252
Total Assets$1,165,142$1,182,027▲ $16,885
Liabilities
Other Liabilities$0$7,913▲ $7,913
Accounts Payable and Accrued Expenses$0$3,162▲ $3,162
Total Liabilities$0$11,075▲ $11,075
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,165,142$1,170,952▲ $5,810
Total Net Assets Fund Balance$1,165,142$1,170,952▲ $5,810
Total Liabilities and Net Assets / Fund Balance$1,165,142$1,182,027▲ $16,885
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Leslie GrosvenorPresident
Elena T KisselVice President
Clifford RenshawTrustee
Kaity RyanTrustee
Leslie B JonesTrustee
Richard C YoungkenSecretary
Thomas BordenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,175,815
Program Service Revenue
$0
Investment Income
$26,430
Other Revenue
$0
All Other Contributions
$1,175,815
Change in Net Assets
$12,791

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$103,533Average Selling Price
Total Noncash Contributions10$103,533-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,202,245
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,202,245
Total Revenue per Form 990
$1,202,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,159,501
Other Expenses$29,953
Total Fundraising Expense$2,772
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,159,501--$1,159,501
Fees for Services Legal-$21,388-$21,388
Office Expenses$257$1,650$2,172$4,079
Fees for Services Accounting-$2,508-$2,508
Insurance-$698-$698
Fees for Services Other-$680-$680
Information Technology--$600$600
Total Functional Expenses$1,159,758$26,924$2,772$1,189,454

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,189,454
Total Expenses per Audited Statements$1,189,454
Total Expenses per Form 990$1,189,454
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spouting Rock Beach AssociationNewport, RI501(c)(7)Historic Restoration Projects$1,159,501
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
Due to Related Party$7,913
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

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

“The 990 is prepared by an outside tax preparer with the assistance of members of the governing body. Once a draft is completed, it is reviewed by members of the governing body and discussions take place with the tax preparer regarding any questions before it is finalized.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request at 34 ocean avenue, newport, ri 02840.”

Filing and Contact Details

Filer

Filer Name
Srba Historic Building and Environmental
EIN
85-4144840
Phone
4018471900
Address
34 OCEAN AVENUE, NEWPORT, RI 02840

Signing Officer

Name
Leslie Grosvenor
Title
President
Phone
4018471900
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Grosvenor
Formed
2020
Legal Domicile
Ri
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
40 WESTMINSTER STREET SUITE 600, PROVIDENCE, RI 02903
Preparer
Garrett M Higgins
Phone
4016216200
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation recognized the effects of income tax positions when they are more likely than not to be sustained. Management has determined that the foundation had no uncertain tax positions that would require financial statement recognition or disclosure. The foundation is no longer subject to federal or state income tax examinations for periods prior to december 31, 2021.”

Raw XML Appendix375 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HISTORIC RESTORATION PROJECTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SPOUTING ROCK BEACH ASSOCIATION
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0A GRANT REQUEST IS SUBMITTED IN WRITING TO THE FOUNDATION. IT IS REVIEWED BY THE BOARD OF TRUSTEES TO SEE IF IT CONFORMS WITH THE MISSION OF THE FOUNDATION, AND AN AMOUNT IS DETERMINED BASED ON TOTAL GRANT REQUESTS, FUNDS AVAILABLE, AND POTENTIAL FUNDRAISING. ONCE THE GRANT AND AMOUNT IS APPROVED, AND MOU IS ISSUED BETWEEN THE FOUNDATION AND RECIPIENT. ONCE THE GRANT IS ISSUED, TRUSTEES MAY PERFORM A SITE VISIT TO MONITOR THE PROJECT IN WHICH THE GRANT WAS INTENDED.
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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0103533
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART 1, COLUMN (B).
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS PREPARED BY AN OUTSIDE TAX PREPARER WITH THE ASSISTANCE OF MEMBERS OF THE GOVERNING BODY. ONCE A DRAFT IS COMPLETED, IT IS REVIEWED BY MEMBERS OF THE GOVERNING BODY AND DISCUSSIONS TAKE PLACE WITH THE TAX PREPARER REGARDING ANY QUESTIONS BEFORE IT IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT 34 OCEAN AVENUE, NEWPORT, RI 02840.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE GROSVENOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04018471900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRBA HISTORIC BUILDING AND ENVIRONMENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PRESERVATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SRBA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKF O'CONNOR DAVIES ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04016216200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARRETT M HIGGINS
ReturnHeader/ReturnTs02025-11-17T21:53:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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