Civic Intelligence

Coalition for Archaeological Synthesis

990 • Fiscal year 2021 • EIN 86-1034071

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization ProfileWWW.SRIFOUNDATION.ORG

View Organization Page

4101 Corrales Road 2438Corrales, NM 87048-9998

(505) 892-5587

Siviq Scores

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

Liabilities / Assets

55th percentile

0.04x

Higher debt load relative to assets than 55% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

53rd percentile

0.04x

Higher debt load relative to revenue than 53% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

69th percentile

26%

Higher net margin than 69% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

79th percentile

40%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

11%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$703,967

Up $201,957 (+40%) from 2020

Net Assets

Up

$674,676

Up $201,833 (+43%) from 2020

Liabilities

Up

$29,291

Up $124 (+0.4%) from 2020

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin69th percentile

Revenue

Up

$791,953

Up $77,141 (+11%) from 2020

Expenses

Down

$589,263

Down $7,504 (-1.3%) from 2020

Net Income

Up

$202,690

Up $84,645 (+72%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2021

Assets$703,967
Liabilities$29,291
Net Assets$674,676
Open 2021 Filing

Operations Trend

Revenue Growth48th 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

2021

Revenue$791,953
Expenses$589,263
Net Income$202,690
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Gross Receipts
$791,953
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
Investments in Publicly Traded Securities$186,736$294,562▲ $107,826
Cash and Non-Interest-Bearing Accounts$237,613$238,901▲ $1,288
Accounts Receivable$63,038$98,643▲ $35,605
Prepaid Expenses and Deferred Charges$3,005--
Total Assets$502,010$703,967▲ $201,957
Other Assets Total$11,618$71,861▲ $60,243
Liabilities
Other Liabilities$25,529$22,768▼ $2,761
Accounts Payable and Accrued Expenses$3,638$6,523▲ $2,885
Total Liabilities$29,167$29,291▲ $124
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$357,622$559,455▲ $201,833
Net Assets With Donor Restrictions$115,221$115,221→ $0
Total Net Assets Fund Balance$472,843$674,676▲ $201,833
Total Liabilities and Net Assets / Fund Balance$502,010$703,967▲ $201,957

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$10,522$10,522
Other Assets Org$71,861--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Jeffrey AltschulPresident
Charles M NiquetteDirector
Keith KintighDirector
Marion WerkeiserDirector
Terry H KleinExecutive Di
Revenue and Support

Revenue Composition

Contributions and Grants
$561,881
Program Service Revenue
$220,109
Investment Income
$9,963
Other Revenue
$0
All Other Contributions
$495,671
Change in Net Assets
$202,690

Audited Revenue Reconciliation

Revenue per Audited Statements
$791,953
Total Revenue per Audited Statements
$791,953
Total Revenue per Form 990
$791,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$359,437
Other Expenses$229,826
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$257,212$76,493-$333,705
Fees for Services Other$99,198$14,823-$114,021
Occupancy$28,900$8,132-$37,032
Fees for Services Accounting-$28,733-$28,733
Payroll Taxes$18,000$5,399-$23,399
Travel$15,514--$15,514
Office Expenses-$12,281-$12,281
Other Employee Benefits-$2,333-$2,333
Insurance-$2,149-$2,149
Fees for Service Investment Mgmnt Fees-$2,012-$2,012
All Other Expenses$547$271-$818
Other Expenses$7,005$450-$450
Total Functional Expenses$426,376$162,887$0$589,263

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$589,263
Total Expenses per Audited Statements$589,263
Total Expenses per Form 990$589,263
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$11,282
Accrued Vacation$10,300
Withholding- State Tax$1,203
WORKER'S COMP- STATE NM$-17
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sri Foundation
EIN
86-1034071
Phone
5058925587
Address
4101 CORRALES ROAD 2438, CORRALES, NM 87048-9998

Signing Officer

Name
Terry H Klein
Title
Executive Director
Phone
5058925587
Signed
2022-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry H Klein
Legal Domicile
Nm
Voting Board Members
4
Independent Board Members
4
Employees
4

Preparer

Firm
Castellano-piatt Accounting
Address
2469 CORRALES RD STE A5, CORRALES, NM 87048
Preparer
Ruth Ann Piatt CPA
Phone
5058977382
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Part IX, Line 11G

“Subcontracting 54,877 0 0 subcontracting 0 14,823 0 subcontracting 15,850 0 0 subcontracting 28,471 0 0 total 99,198 14,823 0”

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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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05224
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029411
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01144758
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0619684
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0559905
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0177081
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01953939
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IRS990ScheduleA/PublicSupportCY170Pct00.49120
IRS990ScheduleA/PublicSupportPY170Pct00.57520
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0487972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0406737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0337260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0376359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0306729
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01915057
IRS990ScheduleA/TotalSupportAmt03898407
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010522
IRS990ScheduleD/ExpensesSubtotalAmt0589263
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt071861
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21203
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3-17
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2WITHHOLDING- STATE TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3WORKER'S COMP- STATE NM
IRS990ScheduleD/RevenueSubtotalAmt0791953
IRS990ScheduleD/TotalBookValueOtherAssetsAmt071861
IRS990ScheduleD/TotalExpensesPerForm990Amt0589263
IRS990ScheduleD/TotalLiabilityAmt022768
IRS990ScheduleD/TotalRevenuePerForm990Amt0791953
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0791953
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0589263
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IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUBCONTRACTING 54,877 0 0 SUBCONTRACTING 0 14,823 0 SUBCONTRACTING 15,850 0 0 SUBCONTRACTING 28,471 0 0 TOTAL 99,198 14,823 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0502010
IRS990/TotalAssetsEOYAmt0703967
IRS990/TotalAssetsGrp/BOYAmt0502010
IRS990/TotalAssetsGrp/EOYAmt0703967
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0561881
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0162887
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0426376
IRS990/TotalFunctionalExpensesGrp/TotalAmt0589263
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029167
IRS990/TotalLiabilitiesEOYAmt029291
IRS990/TotalLiabilitiesGrp/BOYAmt029167
IRS990/TotalLiabilitiesGrp/EOYAmt029291
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IRS990/TotalProgramServiceExpensesAmt0426376
IRS990/TotalProgramServiceRevenueAmt0220109
IRS990/TotalRevenueGrp/ExclusionAmt09963
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0220109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0791953
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0703967
IRS990/TravelGrp/ProgramServicesAmt015514
IRS990/TravelGrp/TotalAmt015514
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SRIFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY H KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05058925587
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SRIF
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ReturnHeader/Filer/PhoneNum05058925587
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02469 CORRALES RD STE A5
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087048
ReturnHeader/PreparerPersonGrp/PhoneNum05058977382
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTH ANN PIATT CPA
ReturnHeader/ReturnTs02022-11-14T18:07:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$703,967
Liabilities
$29,291
Net assets
$674,676
Revenue
$791,953
Expenses
$589,263
Net income
$202,690
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