Civic Intelligence

Coalition for Archaeological Synthesis

990 • Fiscal year 2017 • EIN 86-1034071

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 23, 2018

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

92nd percentile

0.71x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.30x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$109,786

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 22.4% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

24th percentile

-15%

Faster asset growth than 24% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$206,603

Down $35,476 (-15%) from 2016

Net Assets

Up

$59,590

Up $10,712 (+22%) from 2016

Liabilities

Down

$147,013

Down $46,188 (-24%) from 2016

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin45th percentile

Revenue

Down

$489,034

Down $207,515 (-30%) from 2016

Expenses

Down

$482,654

Down $192,683 (-29%) from 2016

Net Income

Down

$6,380

Down $14,832 (-70%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2017

Assets$206,603
Liabilities$147,013
Net Assets$59,590
Open 2017 Filing

Operations Trend

Revenue Growth17th 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

2017

Revenue$489,034
Expenses$482,654
Net Income$6,380
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$489,034
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$138,537$114,120▼ $24,417
Investments in Publicly Traded Securities$99,527$107,246▲ $7,719
Accounts Receivable$72,492$35,715▼ $36,777
Cash and Non-Interest-Bearing Accounts$39,058$25,967▼ $13,091
Prepaid Expenses and Deferred Charges$3,005$3,005→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$242,079$206,603▼ $35,476
Other Assets Total$27,997$34,670▲ $6,673
Liabilities
Other Liabilities$21,338$17,127▼ $4,211
Accounts Payable and Accrued Expenses$33,326$15,766▼ $17,560
Total Liabilities$193,201$147,013▼ $46,188
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,124$107,246▲ $105,122
Permanently Rstr Net Assets$99,527$0▼ $99,527
Unrestricted Net Assets$-52,773$-47,656▲ $5,117
Total Net Assets Fund Balance$48,878$59,590▲ $10,712
Total Liabilities and Net Assets / Fund Balance$242,079$206,603▼ $35,476

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,522$10,522
Other Assets Org$34,670--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$99,527-▲ $9,149-$107,247
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
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terry H KleinExecutive DirectorFT$109,786$109,786

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$483,810
Investment Income
$5,224
Other Revenue
$0
Change in Net Assets
$6,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$489,034
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,272
Total Revenue per Audited Statements
$491,306
Total Revenue per Form 990
$489,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$353,588
Other Expenses$126,066
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$136,635$34,684-$171,319
Current Officers, Directors, Trustees, and Key Employees$109,786--$109,786
Payroll Taxes$61,729$10,754-$72,483
Occupancy$15,563$16,861-$32,424
Travel$20,084$530-$20,614
Fees for Services Management-$14,538-$14,538
Fees for Services Accounting-$12,615-$12,615
Office Expenses-$11,881-$11,881
Fees for Services Other$6,428--$6,428
Interest-$3,777-$3,777
Grants to Domestic Individuals$3,000--$3,000
Insurance-$2,087-$2,087
Fees for Services Legal-$1,350-$1,350
Other Expenses$5,830$942-$942
Advertising-$653-$653
All Other Expenses-$402-$402
Total Functional Expenses$359,055$123,599$0$482,654

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$482,654
Total Expenses per Form 990$482,654
Total Expenses per Audited Statements$480,594
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-2,060
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$9,212
Jeffrey Altschul SRI IncPresident of the BoardDirect subcontractNo$1,308
Jeffrey Altschul SRI IncPresident of the BoardAccounts receivableNo-
Jeffrey Altschul SRI IncPresident of the BoardAccounts payableNo-
Jeffrey Altschul SRI IncPresident of the BoardContributionsNo-

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$138,537$114,120▼ $24,417
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$9,038
Accrued Payroll$4,203
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
Backup withholding compliance
Yes
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 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
2018-10-23
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
Verian Advisors & CPAs
Address
2469 Corrales Road Suite A-5, Corrales, NM 87048
Preparer
Karen J Delle Site CPA
Phone
5058977382
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D - Other Adjustments:

“Investment fees netted against revenue in audited financial statements -2,060.”

Part XII, Line 2D - Other Adjustments:

“Investment fees netted against revenues in audited financial statements -2,060.”

Raw XML AppendixShowing 400 of 550 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033326
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015766
IRS990/AccountsReceivableGrp/BOYAmt072492
IRS990/AccountsReceivableGrp/EOYAmt035715
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0653
IRS990/AdvertisingGrp/TotalAmt0653
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0402
IRS990/AllOtherExpensesGrp/TotalAmt0402
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Terry Klein Executive Director
IRS990/BooksInCareOfDetail/PhoneNum05058925587
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 Rio Rancho Dr NE Suite 103
IRS990/BooksInCareOfDetail/USAddress/CityNm0Rio Rancho
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd087124
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt039058
IRS990/CashNonInterestBearingGrp/EOYAmt025967
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0109786
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0109786
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt03000
IRS990/CYInvestmentIncomeAmt05224
IRS990/CYOtherExpensesAmt0126066
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0483810
IRS990/CYRevenuesLessExpensesAmt06380
IRS990/CYSalariesCompEmpBnftPaidAmt0353588
IRS990/CYTotalExpensesAmt0482654
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0489034
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Regulatory Compliance: This program involves providing technical expertise in the areas of historic preservation planning, compliance with Section 106 of the National Historic Preservation Act, integration of Section 106 and the National Environmental Policy Act (NEPA), and Native American consultation. This program also provides guidance on integrating an agency's historic preservation responsibilities with agency missions and programs.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0135453
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012615
IRS990/FeesForServicesAccountingGrp/TotalAmt012615
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01350
IRS990/FeesForServicesLegalGrp/TotalAmt01350
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt014538
IRS990/FeesForServicesManagementGrp/TotalAmt014538
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06428
IRS990/FeesForServicesOtherGrp/TotalAmt06428
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeffrey Altschul
IRS990/Form990PartVIISectionAGrp/PersonNm1Keith Kintigh
IRS990/Form990PartVIISectionAGrp/PersonNm2Charles M Niquette
IRS990/Form990PartVIISectionAGrp/PersonNm3Marion Werkheiser
IRS990/Form990PartVIISectionAGrp/PersonNm4Terry H Klein
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4109786
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Executive Director
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt03000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0489034
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02087
IRS990/InsuranceGrp/TotalAmt02087
IRS990/InterestGrp/ManagementAndGeneralAmt03777
IRS990/InterestGrp/TotalAmt03777
IRS990/InvestmentIncomeGrp/ExclusionAmt05224
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05224
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt099527
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0107246
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010522
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt010522
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0138537
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0114120
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt048878
IRS990/NetAssetsOrFundBalancesEOYAmt059590
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04332
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt016861
IRS990/OccupancyGrp/ProgramServicesAmt015563
IRS990/OccupancyGrp/TotalAmt032424
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011881
IRS990/OfficeExpensesGrp/TotalAmt011881
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027997
IRS990/OtherAssetsTotalGrp/EOYAmt034670
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Telephone
IRS990/OtherExpensesGrp/Desc1Direct materials
IRS990/OtherExpensesGrp/Desc2Investment Fees
IRS990/OtherExpensesGrp/Desc3Repairs and Maintenance
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010464
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12061
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2942
IRS990/OtherExpensesGrp/ProgramServicesAmt05830
IRS990/OtherExpensesGrp/TotalAmt010464
IRS990/OtherExpensesGrp/TotalAmt15830
IRS990/OtherExpensesGrp/TotalAmt22061
IRS990/OtherExpensesGrp/TotalAmt3942
IRS990/OtherLiabilitiesGrp/BOYAmt021338
IRS990/OtherLiabilitiesGrp/EOYAmt017127
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034684
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0136635
IRS990/OtherSalariesAndWagesGrp/TotalAmt0171319
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010754
IRS990/PayrollTaxesGrp/ProgramServicesAmt061729
IRS990/PayrollTaxesGrp/TotalAmt072483
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt099527
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03005
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03005
IRS990/PrincipalOfficerNm0Terry Klein
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0Contract Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0420879
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0420879
IRS990/ProgSrvcAccomActy2Grp/Desc0Outreach: The SRI Foundation continues to serve as the Passport in Time (PIT) Clearinghouse. The project involves a cooperative agreement between the U.S. Forest Service and the Foundation. The Clearinghouse serves as a vehicle for volunteers to learn about and become involved in cultural resource management on our public lands, and to work with archaeologists, paleontologists, and historians from the Forest Service and other federal and state agencies on a range of projects across the country.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0107228
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0151263
IRS990/ProgSrvcAccomActy3Grp/Desc0Continuing Education: The Foundation's Continuing Professional Education Program includes awide 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/ProgSrvcAccomActy3Grp/ExpenseAmt074509
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt062931
IRS990/ProgSrvcAccomActyOtherGrp/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/ProgSrvcAccomActyOtherGrp/ExpenseAmt041865
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt03000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt029229
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01850
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011000
IRS990/PYInvestmentIncomeAmt03526
IRS990/PYOtherExpensesAmt0289422
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0691173
IRS990/PYRevenuesLessExpensesAmt021212
IRS990/PYSalariesCompEmpBnftPaidAmt0374915
IRS990/PYTotalExpensesAmt0675337
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0696549
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt06380
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0240387
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt010200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04350
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04369
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01640
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt019410
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0483809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0691173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0735967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0602262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0726796
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03240007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04651
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04369
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01640
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt019410
IRS990ScheduleA/InvestmentIncomeCYPct00.00600
IRS990ScheduleA/InvestmentIncomePYPct00.00400
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02271
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01960
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0-6379
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0-2714
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0471
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0-4391
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.39790
IRS990ScheduleA/PublicSupportPY509Pct00.44640
IRS990ScheduleA/PublicSupportTotal509Amt01297028
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0337780
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0591751
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0329985
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0354935
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0332878
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt01947329
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0337780
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0591751
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0329985
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0354735
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0322878
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt01937129
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0483809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0693023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0736067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0604462
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0726996
IRS990ScheduleA/Total509Grp/TotalAmt03244357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0491304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0698509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0734339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0606117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0729107
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03259376
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01429
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt099527
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0107247
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09149
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01357
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt094042
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt099527
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06842
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01337
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt094669
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt094042
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-390
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01268
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt093014
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt094669
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02923
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt090904
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt093014
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02110
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010522
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010522
IRS990ScheduleD/ExpensesNotReportedAmt0-2060
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0482654
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04332
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt034670
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Unbilled Receivables
IRS990ScheduleD/OtherExpensesIncludedAmt0-2060
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03886
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14203
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt29038
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to non-key employee
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Accrued Payroll
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Payroll Liabilities
IRS990ScheduleD/OtherRevenueAmt0-2060
IRS990ScheduleD/RevenueNotReportedAmt02272
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0489034
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Investment fees netted against revenue in audited financial statements -2,060.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Investment fees netted against revenues in audited financial statements -2,060.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt034670
IRS990ScheduleD/TotalExpensesPerForm990Amt0482654
IRS990ScheduleD/TotalLiabilityAmt017127
IRS990ScheduleD/TotalRevenuePerForm990Amt0489034
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0491306
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0480594
IRS990ScheduleI/GrantRecordsMaintainedInd01
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
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd30
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd40
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt09212
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt11308
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Contract Services Income
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Direct subcontract
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2Accounts receivable
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3Accounts payable
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4Contributions
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt077883
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt136237
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Cash flow
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Cash flow

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,603
Liabilities
$147,013
Net assets
$59,590
Revenue
$489,034
Expenses
$482,654
Net income
$6,380
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