Civic Intelligence

Coalition for Archaeological Synthesis

990 • Fiscal year 2018 • EIN 86-1034071

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

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

83rd percentile

0.58x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.15x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

58th percentile

6.1%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

70th percentile

$104,401

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

107%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$266,102

Up $59,499 (+29%) from 2017

Net Assets

Up

$111,861

Up $52,271 (+88%) from 2017

Liabilities

Up

$154,241

Up $7,228 (+4.9%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin58th percentile

Revenue

Up

$1,012,222

Up $523,188 (+107%) from 2017

Expenses

Up

$950,682

Up $468,028 (+97%) from 2017

Net Income

Up

$61,540

Up $55,160 (+865%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2018

Assets$266,102
Liabilities$154,241
Net Assets$111,861
Open 2018 Filing

Operations Trend

Revenue Growth94th 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

2018

Revenue$1,012,222
Expenses$950,682
Net Income$61,540
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,012,222
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
Accounts Receivable$35,715$124,268▲ $88,553
Investments in Publicly Traded Securities$110,648$90,329▼ $20,319
Loans From Officers Directors$114,120$55,248▼ $58,872
Cash and Non-Interest-Bearing Accounts$22,567$42,986▲ $20,419
Prepaid Expenses and Deferred Charges$3,005$3,005→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$206,605$266,102▲ $59,497
Other Assets Total$34,670$5,514▼ $29,156
Liabilities
Accounts Payable and Accrued Expenses$15,766$78,997▲ $63,231
Other Liabilities$17,127$19,996▲ $2,869
Total Liabilities$147,013$154,241▲ $7,228
Net Assets / Fund Balance
Temporarily Rstr Net Assets$107,247$106,254▼ $993
Unrestricted Net Assets$-47,655$5,607▲ $53,262
Total Net Assets Fund Balance$59,592$111,861▲ $52,269
Total Liabilities and Net Assets / Fund Balance$206,605$266,102▲ $59,497

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$10,522$10,522

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$99,527-▼ $98,098--
2016$94,042-▲ $6,842-$99,527
2015$94,669$1,100▼ $390-$94,042
2014$93,014-▲ $2,923-$94,669
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terry H KleinExecutive DirectorFT$104,401$104,401

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$70,500
Program Service Revenue
$936,264
Investment Income
$5,458
Other Revenue
$0
All Other Contributions
$70,500
Change in Net Assets
$61,540

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,012,222
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-11,358
Total Revenue per Audited Statements
$1,000,864
Total Revenue per Form 990
$1,012,222
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$574,401
Salaries, Compensation, and Employee Benefits$376,281
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$286,164--$286,164
Other Salaries and Wages$164,910$32,309-$197,219
Current Officers, Directors, Trustees, and Key Employees$104,401--$104,401
Travel$90,563--$90,563
Payroll Taxes$64,060$7,685-$71,745
Occupancy$41,547$3,679-$45,226
Fees for Services Accounting-$26,426-$26,426
Office Expenses-$7,294-$7,294
Other Expenses$86,772$4,748-$4,748
Interest-$4,266-$4,266
Pension Plan Contributions-$2,916-$2,916
All Other Expenses-$2,252-$2,252
Fees for Service Investment Mgmnt Fees-$2,087-$2,087
Insurance-$2,087-$2,087
Fees for Services Legal-$677-$677
Information Technology-$358-$358
Total Functional Expenses$838,417$112,265$0$950,682

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$950,682
Total Expenses per Form 990$950,682
Total Expenses per Audited Statements$948,595
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-2,087
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$114,120$55,248▼ $58,872
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$13,622
Accrued Payroll$6,374
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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 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
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Klein
Formed
2001
Legal Domicile
Az
Voting Board Members
4
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

Additional Explanations

Form 990, Part IX, line 11G

“Subcontractors: Program service expenses 286,164. Management and general expenses 0. Fundraising expenses 0. Total expenses 286,164.”

Form 990, Part XII, Line 2C:

“This process is consistent with the prior year.”

Financial Statement Notes

Part V, Line 4:

“During 2017, the donors of the Endowment Fund for Research Scholarships (the Endowment) approved the transfer of the Endowment's assets to the newly created Fund for Research Grants (the Fund) to be administered in accordance with the terms of an agreement between the Foundation and the donors. This agreement allows distributions of both the Fund's corpus and the earnings thereon. Therefore, the related assets were reclassified from permanently restricted net assets to temporarily restricted net assets in the 2017 financial statements.”

Part X, Line 2:

“The Foundation has adopted the provision of ASC 740-10, Accounting for Uncertain in Income Taxes. The Foundation recognizes the tax (benefit) expense from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. Any such tax (benefit) expense is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Foundation had no unrecognized tax benefits at December 31, 2018 or 2017. The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and is classified by the Internal Revenue Service as an organization that is not considered a private foundation. Accordingly, no provision for income taxes has been included in the Foundation's financial statements. The Foundation's income tax filings are subject to audit by various taxing authorities. Management believes it is no longer subject to income tax examinations for years prior to 2015. The Foundation believes that it has appropriate support for any tax position taken and, as such, has not recognized any changes to the financial statements for uncertain tax positions.”

Part XI, Line 2D - Other Adjustments:

“Investment fees netted against revenue in audited financial statements -2,087.”

Part XII, Line 2D - Other Adjustments:

“Investment fees netted against revenues in audited financial statements -2,087.”

Raw XML AppendixShowing 400 of 542 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/BOYAmt015766
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt078997
IRS990/AccountsReceivableGrp/BOYAmt035715
IRS990/AccountsReceivableGrp/EOYAmt0124268
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/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt070500
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02252
IRS990/AllOtherExpensesGrp/TotalAmt02252
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
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/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt022567
IRS990/CashNonInterestBearingGrp/EOYAmt042986
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0104401
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0104401
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt070500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05458
IRS990/CYOtherExpensesAmt0574401
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0936264
IRS990/CYRevenuesLessExpensesAmt061540
IRS990/CYSalariesCompEmpBnftPaidAmt0376281
IRS990/CYTotalExpensesAmt0950682
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01012222
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/ExpenseAmt0450417
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt026426
IRS990/FeesForServicesAccountingGrp/TotalAmt026426
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0677
IRS990/FeesForServicesLegalGrp/TotalAmt0677
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0286164
IRS990/FeesForServicesOtherGrp/TotalAmt0286164
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02087
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02087
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
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/PersonNm0Keith Kintigh
IRS990/Form990PartVIISectionAGrp/PersonNm1Charles M Niquette
IRS990/Form990PartVIISectionAGrp/PersonNm2Marion Werkheiser
IRS990/Form990PartVIISectionAGrp/PersonNm3Jeffrey Altschul
IRS990/Form990PartVIISectionAGrp/PersonNm4Terry H Klein
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4104401
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Executive Director
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01012222
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0358
IRS990/InformationTechnologyGrp/TotalAmt0358
IRS990/InsuranceGrp/ManagementAndGeneralAmt02087
IRS990/InsuranceGrp/TotalAmt02087
IRS990/InterestGrp/ManagementAndGeneralAmt04266
IRS990/InterestGrp/TotalAmt04266
IRS990/InvestmentIncomeGrp/ExclusionAmt05458
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05458
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0110648
IRS990/InvestmentsPubTradedSecGrp/EOYAmt090329
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010522
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt010522
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd01
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0114120
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt055248
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/NetAssetsOrFundBalancesBOYAmt059592
IRS990/NetAssetsOrFundBalancesEOYAmt0111861
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9271
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03679
IRS990/OccupancyGrp/ProgramServicesAmt041547
IRS990/OccupancyGrp/TotalAmt045226
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07294
IRS990/OfficeExpensesGrp/TotalAmt07294
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt034670
IRS990/OtherAssetsTotalGrp/EOYAmt05514
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Direct materials
IRS990/OtherExpensesGrp/Desc1Telephone
IRS990/OtherExpensesGrp/Desc2Miscellaneous Expenses
IRS990/OtherExpensesGrp/Desc3Bank Charges
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010571
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14910
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24748
IRS990/OtherExpensesGrp/ProgramServicesAmt086772
IRS990/OtherExpensesGrp/TotalAmt086772
IRS990/OtherExpensesGrp/TotalAmt110571
IRS990/OtherExpensesGrp/TotalAmt24910
IRS990/OtherExpensesGrp/TotalAmt34748
IRS990/OtherLiabilitiesGrp/BOYAmt017127
IRS990/OtherLiabilitiesGrp/EOYAmt019996
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032309
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0164910
IRS990/OtherSalariesAndWagesGrp/TotalAmt0197219
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07685
IRS990/PayrollTaxesGrp/ProgramServicesAmt064060
IRS990/PayrollTaxesGrp/TotalAmt071745
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02916
IRS990/PensionPlanContributionsGrp/TotalAmt02916
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03005
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03005
IRS990/PrincipalOfficerNm0Terry Klein
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/BusinessCd2541900
IRS990/ProgramServiceRevenueGrp/BusinessCd3541900
IRS990/ProgramServiceRevenueGrp/Desc0Regulatory and Complia
IRS990/ProgramServiceRevenueGrp/Desc1Public Outreach and Ed
IRS990/ProgramServiceRevenueGrp/Desc2Historic Preservation
IRS990/ProgramServiceRevenueGrp/Desc3Continuing Professiona
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0605388
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1137140
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2119349
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt374387
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0605388
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1137140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2119349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt374387
IRS990/ProgSrvcAccomActy2Grp/Desc0Historic Preservation: This program involves the conducting of nationalstudies on historic preservation in association with infrastructureprojects, including effective management practices for archaeologicalinvestigations, consideration of historic preservation factors duringearly project planning and project development, and the NationalRegister evaluation of historic properties on infrastructure projects.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0149196
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0119349
IRS990/ProgSrvcAccomActy3Grp/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/ProgSrvcAccomActy3Grp/ExpenseAmt0129157
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt074387
IRS990/ProgSrvcAccomActyOtherGrp/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/ProgSrvcAccomActyOtherGrp/ExpenseAmt0109647
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0137140
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt05224
IRS990/PYOtherExpensesAmt0126066
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0483810
IRS990/PYRevenuesLessExpensesAmt06380
IRS990/PYSalariesCompEmpBnftPaidAmt0353588
IRS990/PYTotalExpensesAmt0482654
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0489034
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt061540
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0605388
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt070500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01850
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt074650
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05458
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03526
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04651
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04369
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt023228
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0936264
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0483809
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0691173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0735967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0602262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03449475
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05458
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04651
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04369
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt023228
IRS990ScheduleA/InvestmentIncomeCYPct00.00660
IRS990ScheduleA/InvestmentIncomePYPct00.00600
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02271
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt01960
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0-6379
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0-2714
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0-4862
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.32220
IRS990ScheduleA/PublicSupportPY509Pct00.39790
IRS990ScheduleA/PublicSupportTotal509Amt01141260
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0768414
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0337780
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0591751
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0329985
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0354935
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02382865
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0768414
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0337780
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0591751
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0329985
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0354735
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02382665
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01006764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0483809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0693023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0736067
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0604462
IRS990ScheduleA/Total509Grp/TotalAmt03524125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01012222
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0491304
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0698509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0734339
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0606117
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03542491
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01429
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt099527
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-98098
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01357
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt094042
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt099527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06842
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt01337
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt094669
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt094042
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-390
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt01268
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt093014
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt094669
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02923
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010522
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010522
IRS990ScheduleD/ExpensesNotReportedAmt0-2087
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0950682
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-9271
IRS990ScheduleD/OtherExpensesIncludedAmt0-2087
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt06374
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113622
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Accrued Payroll
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Liabilities
IRS990ScheduleD/OtherRevenueAmt0-2087
IRS990ScheduleD/RevenueNotReportedAmt0-11358
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01012222
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0During 2017, the donors of the Endowment Fund for Research Scholarships (the Endowment) approved the transfer of the Endowment's assets to the newly created Fund for Research Grants (the Fund) to be administered in accordance with the terms of an agreement between the Foundation and the donors. This agreement allows distributions of both the Fund's corpus and the earnings thereon. Therefore, the related assets were reclassified from permanently restricted net assets to temporarily restricted net assets in the 2017 financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation has adopted the provision of ASC 740-10, Accounting for Uncertain in Income Taxes. The Foundation recognizes the tax (benefit) expense from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. Any such tax (benefit) expense is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Foundation had no unrecognized tax benefits at December 31, 2018 or 2017. The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and is classified by the Internal Revenue Service as an organization that is not considered a private foundation. Accordingly, no provision for income taxes has been included in the Foundation's financial statements. The Foundation's income tax filings are subject to audit by various taxing authorities. Management believes it is no longer subject to income tax examinations for years prior to 2015. The Foundation believes that it has appropriate support for any tax position taken and, as such, has not recognized any changes to the financial statements for uncertain tax positions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Investment fees netted against revenue in audited financial statements -2,087.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Investment fees netted against revenues in audited financial statements -2,087.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0950682
IRS990ScheduleD/TotalLiabilityAmt019996
IRS990ScheduleD/TotalRevenuePerForm990Amt01012222
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01000864
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0948595
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt055248
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Cash flow
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1Cash flow
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0111120
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt150114
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Terry Klein
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1JD Altschul
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Executive Director
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1President of the Board
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd10
IRS990ScheduleL/TotalBalanceDueAmt055248

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$266,102
Liabilities
$154,241
Net assets
$111,861
Revenue
$1,012,222
Expenses
$950,682
Net income
$61,540
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