Civic Intelligence

Coalition for Archaeological Synthesis

990 • Fiscal year 2016 • EIN 86-1034071

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization Profilewww.srifoundation.org

View Organization Page

333 Rio Rancho Dr NE No 103Rio Rancho, NM 87124

(505) 892-5587

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

90th percentile

0.80x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

78th percentile

0.28x

Higher debt load relative to revenue than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

51st percentile

3.0%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-5.1%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$242,079

Down $40,096 (-14%) from 2015

Net Assets

Up

$48,878

Up $24,529 (+101%) from 2015

Liabilities

Down

$193,201

Down $64,625 (-25%) from 2015

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin51st percentile

Revenue

Down

$696,549

Down $37,791 (-5.1%) from 2015

Expenses

Up

$675,337

Up $36,721 (+5.8%) from 2015

Net Income

Down

$21,212

Down $74,512 (-78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0-$200KAssets 2010: $278,589Liabilities 2010: $190,589Net Assets 2010: $88,0002010Assets 2011: $361,133Liabilities 2011: $220,647Net Assets 2011: $140,4862011Assets 2012: $264,029Liabilities 2012: $307,944Net Assets 2012: -$43,9152012Assets 2013: $211,327Liabilities 2013: $293,860Net Assets 2013: -$82,5332013Assets 2014: $214,538Liabilities 2014: $285,915Net Assets 2014: -$71,3772014Assets 2015: $282,175Liabilities 2015: $257,826Net Assets 2015: $24,3492015Assets 2016: $242,079Liabilities 2016: $193,201Net Assets 2016: $48,8782016Assets 2017: $206,603Liabilities 2017: $147,013Net Assets 2017: $59,5902017Assets 2018: $266,102Liabilities 2018: $154,241Net Assets 2018: $111,8612018Assets 2019: $416,130Liabilities 2019: $58,693Net Assets 2019: $357,4372019Assets 2020: $502,010Liabilities 2020: $29,167Net Assets 2020: $472,8432020Assets 2021: $703,967Liabilities 2021: $29,291Net Assets 2021: $674,6762021Assets 2022: $469,216Liabilities 2022: $63,255Net Assets 2022: $405,9612022Assets 2023: $365,539Liabilities 2023: $43,131Net Assets 2023: $322,4082023Assets 2024: $368,076Liabilities 2024: $25,571Net Assets 2024: $342,5052024

Highlighted filing

2016

Assets$242,079
Liabilities$193,201
Net Assets$48,878
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,067,5402010Expenses 2011: $989,5172011Expenses 2012: $965,9962012Revenue 2013: $729,107Expenses 2013: $767,725Net Income 2013: -$38,6182013Revenue 2014: $606,117Expenses 2014: $594,961Net Income 2014: $11,1562014Revenue 2015: $734,340Expenses 2015: $638,616Net Income 2015: $95,7242015Revenue 2016: $696,549Expenses 2016: $675,337Net Income 2016: $21,2122016Revenue 2017: $489,034Expenses 2017: $482,654Net Income 2017: $6,3802017Revenue 2018: $1,012,222Expenses 2018: $950,682Net Income 2018: $61,5402018Revenue 2019: $962,601Expenses 2019: $708,433Net Income 2019: $254,1682019Revenue 2020: $714,812Expenses 2020: $596,767Net Income 2020: $118,0452020Revenue 2021: $791,953Expenses 2021: $589,263Net Income 2021: $202,6902021Revenue 2022: $364,652Expenses 2022: $509,814Net Income 2022: -$145,1622022Revenue 2023: $301,902Expenses 2023: $414,479Net Income 2023: -$112,5772023Revenue 2024: $214,441Expenses 2024: $145,671Net Income 2024: $68,7702024

Highlighted filing

2016

Revenue$696,549
Expenses$675,337
Net Income$21,212
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$696,549
Mission and Program Overview

Mission

The sri foundation seeks to enrich society by fostering historic preservation. The foundation achieves this mission by creating an understanding and appreciation of our shared past and by improving the practice of historic preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$149,759$138,537▼ $11,222
Savings and Temporary Cash Investments$94,042$99,527▲ $5,485
Accounts Receivable$136,752$72,492▼ $64,260
Cash and Non-Interest-Bearing Accounts$6,954$39,058▲ $32,104
Prepaid Expenses and Deferred Charges$3,005$3,005→ $0
Land, Buildings, and Equipment, Net$169$0▼ $169
Total Assets$282,175$242,079▼ $40,096
Other Assets Total$41,253$27,997▼ $13,256
Liabilities
Accounts Payable and Accrued Expenses$78,611$33,326▼ $45,285
Other Liabilities$29,456$21,338▼ $8,118
Total Liabilities$257,826$193,201▼ $64,625
Net Assets / Fund Balance
Permanently Rstr Net Assets$94,042$99,527▲ $5,485
Temporarily Rstr Net Assets$274$2,124▲ $1,850
Unrestricted Net Assets$-69,967$-52,773▲ $17,194
Total Net Assets Fund Balance$24,349$48,878▲ $24,529
Total Liabilities and Net Assets / Fund Balance$282,175$242,079▼ $40,096

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,522$10,522
Other Assets Org$27,997--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$94,042-▲ $6,842-$99,527
2015$94,669$1,100▼ $390-$94,042
2014$93,014-▲ $2,923-$94,669
2013$90,904-▲ $2,110-$93,014
2012$90,896-▲ $8-$90,904
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Terry H KleinExecutive DirectorFT$112,094$112,094

Board Members and Trustees

NameTitle
Jeffrey AltschulPresident
Charles M NiquetteDirector
Keith KintighDirector
Marion WerkheiserDirector
Susan ChandlerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,850
Program Service Revenue
$691,173
Investment Income
$3,526
Other Revenue
$0
All Other Contributions
$1,850
Change in Net Assets
$21,212

Audited Revenue Reconciliation

Revenue per Audited Statements
$696,549
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,960
Total Revenue per Audited Statements
$698,509
Total Revenue per Form 990
$696,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$374,915
Other Expenses$289,422
Grants and Similar Amounts Paid$11,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,905$27,973-$193,878
Fees for Services Other$122,005--$122,005
Current Officers, Directors, Trustees, and Key Employees$104,342$7,752-$112,094
Occupancy$22,728$24,623-$47,351
Payroll Taxes$41,780$5,466-$47,246
Travel$43,734$1,304-$45,038
Other Employee Benefits$19,503$2,194-$21,697
Office Expenses-$18,293-$18,293
Fees for Services Management-$15,447-$15,447
Fees for Services Accounting-$11,697-$11,697
Grants to Domestic Individuals$11,000--$11,000
Insurance-$2,087-$2,087
Interest-$1,500-$1,500
Fees for Service Investment Mgmnt Fees$1,357--$1,357
Advertising-$1,094-$1,094
Other Expenses$9,681$882-$882
Depreciation Depletion-$169-$169
Total Functional Expenses$542,035$133,302$0$675,337

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$675,337
Total Expenses per Form 990$675,337
Total Expenses per Audited Statements$673,980
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-1,357
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeffrey Altschul SRI IncPresident of the BoardContract Services IncomeNo$127,115
Jeffrey Altschul SRI IncPresident of the BoardAccounts receivableNo$28,762
Jeffrey Altschul SRI IncPresident of the BoardDirect subcontractNo$0
Jeffrey Altschul SRI IncPresident of the BoardAccounts payableNo$0
Jeffrey Altschul SRI IncPresident of the BoardContributionsNo$0

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$149,759$138,537▼ $11,222
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$11,510
Accrued Payroll$5,942
Due to non-key employee$3,886
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 A, line 2

“Jeffrey Altschul is the President of the Board of the SRI Foundation and the Chairman of the Board of Statistic Research Inc.”

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

“The Board reviews and approves the audited financial statements which are then used to prepare the Form 990.”

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 of the Executive Director. This information is also available on the New Mexico Attorney General's Charitable Registration website.”

Filing and Contact Details

Filer

Filer Name
SRI Foundation
EIN
86-1034071
Phone
5058925587
Address
333 Rio Rancho Dr NE No 103, Rio Rancho, NM 87124

Signing Officer

Name
Terry Klein
Title
Executive Director
Phone
5058925587
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Klein
Formed
2001
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
6
Volunteers
0

Preparer

Firm
Urbielewicz Murphree CPAs PC
Address
2469 Corrales Road Suite A-5, Corrales, NM 87048
Preparer
Karen J Delle Site CPA
Phone
5058977382
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Subcontractors: Program service expenses 122,005. Management and general expenses 0. Fundraising expenses 0. Total expenses 122,005.”

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Investment fees netted against revenue in audited financial statements -1,357.”

Part XII, Line 2D - Other Adjustments:

“Investment fees netted against revenues in audited financial statements -1,357.”

Raw XML AppendixShowing 400 of 574 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/ProgSrvcAccomActy2Grp/RevenueAmt0279316
IRS990/ProgSrvcAccomActy3Grp/Desc0Historic Preservation: This program involves the conducting of national studies on historic preservation in association with infrastructure projects, including effective management practices for archaeological investigations, consideration of historic preservation factors during early project planning and project development, and the National Register evaluation of historic properties on infrastructure projects.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0170218
IRS990/ProgSrvcAccomActy3Grp/GrantAmt011000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0144830
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Continuing Education: The Foundation's Continuing Professional Education Program includes a wide variety of courses and workshops, such as Principles of Tribal Consultation, Principles and Practice of Section 106, Section 106 for Tribes, Integrating the Past: Public Programming and CRM Contracts, and Integrating the National Environmental Policy Act and Section 106. These and other courses are provided to Federal agencies, state Departments of Transportation, State Historic Preservation Offices, Tribes, and cultural resource management firms nationwide.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0114778
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0121792
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt04651
IRS990/PYOtherExpensesAmt0237830
IRS990/PYOtherRevenueAmt0-6379
IRS990/PYProgramServiceRevenueAmt0735968
IRS990/PYRevenuesLessExpensesAmt095724
IRS990/PYSalariesCompEmpBnftPaidAmt0397786
IRS990/PYTotalExpensesAmt0638616
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0734340
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt021212
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0145235
IRS990/SavingsAndTempCashInvstGrp/BOYAmt094042
IRS990/SavingsAndTempCashInvstGrp/EOYAmt099527
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt040200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt034550
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04369
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01640
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014194
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0691173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0735967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0602262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0726796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0751387
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03507585
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04651
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04369
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01640
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt08
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014194
IRS990ScheduleA/InvestmentIncomeCYPct00.00400
IRS990ScheduleA/InvestmentIncomePYPct00.00280
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01960
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0-6379
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0-2714
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0471
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0-6662
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.44640
IRS990ScheduleA/PublicSupportPY509Pct00.55460
IRS990ScheduleA/PublicSupportTotal509Amt01584471
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0591751
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0329985
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0354935
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0332878
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0348115
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01957664
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0591751
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0329985
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0354735
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0322878
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0318115
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01917464
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0693023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0736067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0604462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0726996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0781587
IRS990ScheduleA/Total509Grp/TotalAmt03542135
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0698509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0734339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0606117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0729107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0781595
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03549667
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01357
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt094042
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt099527
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06842
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01337
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt094669
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01100
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt094042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01268
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt093014
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt094669
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02923
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt090904
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt093014
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02110
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt090896
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt090904
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010522
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010522
IRS990ScheduleD/ExpensesNotReportedAmt0-1357
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0675337
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03317
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt027997
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Unbilled Receivables
IRS990ScheduleD/OtherExpensesIncludedAmt0-1357
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15942
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt211510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to non-key employee
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Payroll
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Payroll Liabilities
IRS990ScheduleD/OtherRevenueAmt0-1357
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt01960
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0696549
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Investment fees netted against revenue in audited financial statements -1,357.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Investment fees netted against revenues in audited financial statements -1,357.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt027997
IRS990ScheduleD/TotalExpensesPerForm990Amt0675337
IRS990ScheduleD/TotalLiabilityAmt021338
IRS990ScheduleD/TotalRevenuePerForm990Amt0696549
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0698509
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0673980
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Jeffrey Altschul SRI Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1Jeffrey Altschul SRI Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2Jeffrey Altschul SRI Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3Jeffrey Altschul SRI Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4Jeffrey Altschul SRI Inc
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0President of the Board
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1President of the Board
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2President of the Board
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3President of the Board
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4President of the Board
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$242,079
Liabilities
$193,201
Net assets
$48,878
Revenue
$696,549
Expenses
$675,337
Net income
$21,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.03$0.34$0.21$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.37$0.04$0.32$0.30$0.41$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.06$0.41$0.36$0.51$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$0.79$0.59$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.50$0.03$0.47$0.71$0.60$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.42$0.06$0.36$0.96$0.71$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.27$0.15$0.11$1.01$0.95$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.15$0.06$0.49$0.48$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.19$0.05$0.70$0.68$0.02
2015Summary only. Only limited summary data is available for this year.$0.28$0.26$0.02$0.73$0.64$0.10
2014Summary only. Only limited summary data is available for this year.$0.21$0.29$0.07$0.61$0.59$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.21$0.29$0.08$0.73$0.77$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.31$0.04$0.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.22$0.14$0.99
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.19$0.09$1.07