Civic Intelligence

Coalition for Archaeological Synthesis

990 • Fiscal year 2022 • EIN 86-1034071

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 27, 2023

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

81st percentile

0.13x

Higher debt load relative to assets than 81% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

0.17x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-40%

Higher net margin than 12% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-33%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-54%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$469,216

Down $234,751 (-33%) from 2021

Net Assets

Down

$405,961

Down $268,715 (-40%) from 2021

Liabilities

Up

$63,255

Up $33,964 (+116%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin12th percentile

Revenue

Down

$364,652

Down $427,301 (-54%) from 2021

Expenses

Down

$509,814

Down $79,449 (-13%) from 2021

Net Income

Down

-$145,162

Down $347,852 (-172%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2022

Assets$469,216
Liabilities$63,255
Net Assets$405,961
Open 2022 Filing

Operations Trend

Revenue Growth10th 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

2022

Revenue$364,652
Expenses$509,814
Net Income-$145,162
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$411,859
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$294,562$283,434▼ $11,128
Accounts Receivable$98,643$86,867▼ $11,776
Cash and Non-Interest-Bearing Accounts$238,901$38,752▼ $200,149
Total Assets$703,967$469,216▼ $234,751
Other Assets Total$71,861$60,163▼ $11,698
Liabilities
Accounts Payable and Accrued Expenses$6,523$32,007▲ $25,484
Other Liabilities$22,768$22,748▼ $20
Deferred Revenue-$8,500-
Total Liabilities$29,291$63,255▲ $33,964
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$559,455$357,364▼ $202,091
Net Assets With Donor Restrictions$115,221$48,597▼ $66,624
Total Net Assets Fund Balance$674,676$405,961▼ $268,715
Total Liabilities and Net Assets / Fund Balance$703,967$469,216▼ $234,751

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$10,075$10,075
Other Assets Org$60,163--
Compensation and Service Providers
Top Officer Pay78th 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
$258,469
Program Service Revenue
$98,774
Investment Income
$7,409
Other Revenue
$0
All Other Contributions
$132,979
Change in Net Assets
$-145,162

Audited Revenue Reconciliation

Revenue per Audited Statements
$364,652
Total Revenue per Audited Statements
$364,652
Total Revenue per Form 990
$364,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$351,308
Other Expenses$158,506
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$252,500$73,888-$326,388
Travel$45,307$442-$45,749
Fees for Services Accounting-$28,156-$28,156
Occupancy$18,400$6,438-$24,838
Payroll Taxes$17,900$5,139-$23,039
Fees for Services Other-$8,675-$8,675
All Other Expenses-$6,303-$6,303
Office Expenses-$3,945-$3,945
Other Expenses$22,907$2,521-$2,521
Insurance-$2,284-$2,284
Other Employee Benefits-$1,881-$1,881
Total Functional Expenses$357,014$152,800$0$509,814

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$509,814
Total Expenses per Audited Statements$509,814
Total Expenses per Form 990$509,814
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$11,426
Accrued Vacation$10,460
Withholding- State Tax$845
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
2023-10-27
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.”

Raw XML Appendix376 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06523
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt032007
IRS990/AccountsReceivableGrp/BOYAmt098643
IRS990/AccountsReceivableGrp/EOYAmt086867
IRS990/ActivitiesConductedPrtshpInd0false
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/AllOtherContributionsAmt0132979
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06303
IRS990/AllOtherExpensesGrp/TotalAmt06303
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0TERRY KLEIN EXECUTIVE DIRECTOR
IRS990/BooksInCareOfDetail/PhoneNum05058925587
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04101 CORRALES ROAD 2438
IRS990/BooksInCareOfDetail/USAddress/CityNm0CORRALES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0870489998
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0238901
IRS990/CashNonInterestBearingGrp/EOYAmt038752
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0258469
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07409
IRS990/CYOtherExpensesAmt0158506
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt098774
IRS990/CYRevenuesLessExpensesAmt0-145162
IRS990/CYSalariesCompEmpBnftPaidAmt0351308
IRS990/CYTotalExpensesAmt0509814
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0364652
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt08500
IRS990/DelegationOfMgmtDutiesInd0false
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 AGENCYS HISTORIC PRESERVATION RESPONSIBILITIES WITH AGENCY MISSIONS AND PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0115221
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt048597
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt043
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt028156
IRS990/FeesForServicesAccountingGrp/TotalAmt028156
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08675
IRS990/FeesForServicesOtherGrp/TotalAmt08675
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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 WERKEISER
IRS990/Form990PartVIISectionAGrp/PersonNm4TERRY H KLEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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 DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt03006
IRS990/GainOrLossGrp/SecuritiesAmt0-3463
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt0125490
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03006
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt043744
IRS990/GrossReceiptsAmt0411859
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02284
IRS990/InsuranceGrp/TotalAmt02284
IRS990/InvestmentExpenseAmt01784
IRS990/InvestmentIncomeGrp/ExclusionAmt07866
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07866
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0294562
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0283434
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt01
IRS990/LandBldgEquipAccumDeprecAmt010075
IRS990/LandBldgEquipCostOrOtherBssAmt010075
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt047207
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0674676
IRS990/NetAssetsOrFundBalancesEOYAmt0405961
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3463
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03006
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-457
IRS990/NetUnrlzdGainsLossesInvstAmt0-125337
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0559455
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0357364
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06438
IRS990/OccupancyGrp/ProgramServicesAmt018400
IRS990/OccupancyGrp/TotalAmt024838
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03945
IRS990/OfficeExpensesGrp/TotalAmt03945
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt071861
IRS990/OtherAssetsTotalGrp/EOYAmt060163
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01881
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01881
IRS990/OtherExpensesGrp/Desc0DIRECT MATERIAL
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2SOFTWARE
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09341
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13787
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22521
IRS990/OtherExpensesGrp/ProgramServicesAmt022907
IRS990/OtherExpensesGrp/TotalAmt022907
IRS990/OtherExpensesGrp/TotalAmt19341
IRS990/OtherExpensesGrp/TotalAmt23787
IRS990/OtherExpensesGrp/TotalAmt32521
IRS990/OtherLiabilitiesGrp/BOYAmt022768
IRS990/OtherLiabilitiesGrp/EOYAmt022748
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073888
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0252500
IRS990/OtherSalariesAndWagesGrp/TotalAmt0326388
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05139
IRS990/PayrollTaxesGrp/ProgramServicesAmt017900
IRS990/PayrollTaxesGrp/TotalAmt023039
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TERRY H KLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0REGULATORY AND COMPLIANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt098774
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt098774
IRS990/ProgSrvcAccomActy2Grp/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/ProgSrvcAccomActy2Grp/ExpenseAmt0255307
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt086923
IRS990/ProgSrvcAccomActy3Grp/Desc0CONTINUING EDUCATION: THE FOUNDATIONS 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/ExpenseAmt0101664
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0125490
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0561881
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09963
IRS990/PYOtherExpensesAmt0229826
IRS990/PYProgramServiceRevenueAmt0220109
IRS990/PYRevenuesLessExpensesAmt0202690
IRS990/PYSalariesCompEmpBnftPaidAmt0359437
IRS990/PYTotalExpensesAmt0589263
IRS990/PYTotalRevenueAmt0791953
IRS990/ReconcilationRevenueExpnssAmt0-145162
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0144830
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROGRAM REVENUE 1,875,632
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0258470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0487972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0406737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0337260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0376359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01866798
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05656
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05458
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032053
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01243532
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt098774
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0292304
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0304965
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0619684
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0559905
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01875632
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49460
IRS990ScheduleA/PublicSupportPY170Pct00.49120
IRS990ScheduleA/PublicSupportTotal170Amt01866798
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0258470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0487972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0406737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0337260
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0376359
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01866798
IRS990ScheduleA/TotalSupportAmt03774483
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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010075
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010075
IRS990ScheduleD/ExpensesSubtotalAmt0509814
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt060163
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WORK IN PROCESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011426
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt110460
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2845
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt317
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2WITHHOLDING- STATE TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3WORKER'S COMP- STATE NM
IRS990ScheduleD/RevenueSubtotalAmt0364652
IRS990ScheduleD/TotalBookValueOtherAssetsAmt060163
IRS990ScheduleD/TotalExpensesPerForm990Amt0509814
IRS990ScheduleD/TotalLiabilityAmt022748
IRS990ScheduleD/TotalRevenuePerForm990Amt0364652
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0364652
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0509814
IRS990/ScheduleJRequiredInd0false
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0703967
IRS990/TotalAssetsEOYAmt0469216
IRS990/TotalAssetsGrp/BOYAmt0703967
IRS990/TotalAssetsGrp/EOYAmt0469216
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0258469
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0152800
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0357014
IRS990/TotalFunctionalExpensesGrp/TotalAmt0509814
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029291
IRS990/TotalLiabilitiesEOYAmt063255
IRS990/TotalLiabilitiesGrp/BOYAmt029291
IRS990/TotalLiabilitiesGrp/EOYAmt063255
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0674676
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0405961
IRS990/TotalProgramServiceExpensesAmt0357014
IRS990/TotalProgramServiceRevenueAmt098774
IRS990/TotalRevenueGrp/ExclusionAmt04403
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0101780
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0364652
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0703967
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0469216
IRS990/TravelGrp/ManagementAndGeneralAmt0442
IRS990/TravelGrp/ProgramServicesAmt045307
IRS990/TravelGrp/TotalAmt045749
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SRIFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY H KLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05058925587
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SRIF
ReturnHeader/Filer/EIN0861034071
ReturnHeader/Filer/PhoneNum05058925587
ReturnHeader/Filer/USAddress/AddressLine1Txt04101 CORRALES ROAD 2438
ReturnHeader/Filer/USAddress/CityNm0CORRALES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0870489998
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831773510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CASTELLANO-PIATT ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02469 CORRALES RD STE A5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORRALES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087048
ReturnHeader/PreparerPersonGrp/PhoneNum05058977382
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTH ANN PIATT CPA
ReturnHeader/ReturnTs02023-11-01T13:28:42-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$469,216
Liabilities
$63,255
Net assets
$405,961
Revenue
$364,652
Expenses
$509,814
Net income
-$145,162
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