Civic Intelligence

Coalition for Archaeological Synthesis

990 • Fiscal year 2023 • EIN 86-1034071

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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

0.12x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.14x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

22nd percentile

-22%

Faster asset growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-17%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$365,539

Down $103,677 (-22%) from 2022

Net Assets

Down

$322,408

Down $83,553 (-21%) from 2022

Liabilities

Down

$43,131

Down $20,124 (-32%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin13th percentile

Revenue

Down

$301,902

Down $62,750 (-17%) from 2022

Expenses

Down

$414,479

Down $95,335 (-19%) from 2022

Net Income

Up

-$112,577

Up $32,585 (+22%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$365,539
Liabilities$43,131
Net Assets$322,408
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$301,902
Expenses$414,479
Net Income-$112,577
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$472,670
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$283,434$272,262▼ $11,172
Cash and Non-Interest-Bearing Accounts$38,752$55,254▲ $16,502
Accounts Receivable$86,867$38,023▼ $48,844
Total Assets$469,216$365,539▼ $103,677
Other Assets Total$60,163--
Liabilities
Accounts Payable and Accrued Expenses$32,007$23,639▼ $8,368
Other Liabilities$22,748$10,992▼ $11,756
Deferred Revenue$8,500$8,500→ $0
Total Liabilities$63,255$43,131▼ $20,124
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$357,364$207,187▼ $150,177
Net Assets With Donor Restrictions$48,597$115,221▲ $66,624
Total Net Assets Fund Balance$405,961$322,408▼ $83,553
Total Liabilities and Net Assets / Fund Balance$469,216$365,539▼ $103,677

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$10,075$10,075
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
$185,365
Program Service Revenue
$117,758
Investment Income
$-1,221
Other Revenue
$0
All Other Contributions
$28,450
Change in Net Assets
$-112,577

Audited Revenue Reconciliation

Revenue per Audited Statements
$301,902
Total Revenue per Audited Statements
$301,902
Total Revenue per Form 990
$301,902
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$317,886
Other Expenses$96,593
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$191,338$103,817-$295,155
Fees for Services Accounting-$27,022-$27,022
Payroll Taxes$13,704$7,435-$21,139
Travel$8,588--$8,588
Insurance-$4,685-$4,685
All Other Expenses-$3,769-$3,769
Fees for Service Investment Mgmnt Fees-$3,484-$3,484
Other Expenses$31,063$2,953-$2,953
Occupancy$1,413$766-$2,179
Office Expenses-$2,145-$2,145
Other Employee Benefits-$1,592-$1,592
Total Functional Expenses$246,106$168,373$0$414,479

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$414,479
Total Expenses per Audited Statements$414,479
Total Expenses per Form 990$414,479
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 Vacation$10,460
Accrued Payroll$532
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
2024-05-14
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 Appendix356 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/BOYAmt032007
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt023639
IRS990/AccountsReceivableGrp/BOYAmt086867
IRS990/AccountsReceivableGrp/EOYAmt038023
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/AllOtherContributionsAmt028450
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03769
IRS990/AllOtherExpensesGrp/TotalAmt03769
IRS990/AnnualDisclosureCoveredPrsnInd0false
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/BOYAmt038752
IRS990/CashNonInterestBearingGrp/EOYAmt055254
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0185365
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-1221
IRS990/CYOtherExpensesAmt096593
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0117758
IRS990/CYRevenuesLessExpensesAmt0-112577
IRS990/CYSalariesCompEmpBnftPaidAmt0317886
IRS990/CYTotalExpensesAmt0414479
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0301902
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt08500
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/BOYAmt048597
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0115221
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt03862
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027022
IRS990/FeesForServicesAccountingGrp/TotalAmt027022
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03484
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03484
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/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt01068
IRS990/GainOrLossGrp/SecuritiesAmt0-12172
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt0156915
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01068
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0158596
IRS990/GrossReceiptsAmt0472670
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04685
IRS990/InsuranceGrp/TotalAmt04685
IRS990/InvestmentExpenseAmt03484
IRS990/InvestmentIncomeGrp/ExclusionAmt09883
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09883
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0283434
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0272262
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010075
IRS990/LandBldgEquipCostOrOtherBssAmt010075
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0170768
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/NetAssetsOrFundBalancesBOYAmt0405961
IRS990/NetAssetsOrFundBalancesEOYAmt0322408
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-11104
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-11104
IRS990/NetUnrlzdGainsLossesInvstAmt025540
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0357364
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0207187
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0766
IRS990/OccupancyGrp/ProgramServicesAmt01413
IRS990/OccupancyGrp/TotalAmt02179
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02145
IRS990/OfficeExpensesGrp/TotalAmt02145
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060163
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01592
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01592
IRS990/OtherExpensesGrp/Desc0DIRECT MATERIAL
IRS990/OtherExpensesGrp/Desc1COMPUTER
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3SOFTWARE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07462
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13243
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22953
IRS990/OtherExpensesGrp/ProgramServicesAmt031063
IRS990/OtherExpensesGrp/TotalAmt031063
IRS990/OtherExpensesGrp/TotalAmt17462
IRS990/OtherExpensesGrp/TotalAmt23243
IRS990/OtherExpensesGrp/TotalAmt32953
IRS990/OtherLiabilitiesGrp/BOYAmt022748
IRS990/OtherLiabilitiesGrp/EOYAmt010992
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0103817
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0191338
IRS990/OtherSalariesAndWagesGrp/TotalAmt0295155
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07435
IRS990/PayrollTaxesGrp/ProgramServicesAmt013704
IRS990/PayrollTaxesGrp/TotalAmt021139
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TERRY H KLEIN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/Desc0REGULATORY AND COMPLIANCE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0117758
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0117758
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/ExpenseAmt0163354
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt029133
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/ExpenseAmt078890
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0156965
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0258469
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt07409
IRS990/PYOtherExpensesAmt0158506
IRS990/PYProgramServiceRevenueAmt098774
IRS990/PYRevenuesLessExpensesAmt0-145162
IRS990/PYSalariesCompEmpBnftPaidAmt0351308
IRS990/PYTotalExpensesAmt0509814
IRS990/PYTotalRevenueAmt0364652
IRS990/ReconcilationRevenueExpnssAmt0-112577
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0117024
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PROGRAM REVENUE 1,433,485
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0185366
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0258470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0487972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0406737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0337260
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01675805
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03110
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05656
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt037547
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01361290
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0117758
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt098774
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0292304
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0304965
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0619684
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01433485
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53250
IRS990ScheduleA/PublicSupportPY170Pct00.49460
IRS990ScheduleA/PublicSupportTotal170Amt01675805
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0185366
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0258470
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0487972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0406737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0337260
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01675805
IRS990ScheduleA/TotalSupportAmt03146837
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010075
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010075
IRS990ScheduleD/ExpensesSubtotalAmt0414479
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010460
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED VACATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED PAYROLL
IRS990ScheduleD/RevenueSubtotalAmt0301902
IRS990ScheduleD/TotalExpensesPerForm990Amt0414479
IRS990ScheduleD/TotalLiabilityAmt010992
IRS990ScheduleD/TotalRevenuePerForm990Amt0301902
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0301902
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0414479
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/TotalAssetsBOYAmt0469216
IRS990/TotalAssetsEOYAmt0365539
IRS990/TotalAssetsGrp/BOYAmt0469216
IRS990/TotalAssetsGrp/EOYAmt0365539
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0185365
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0168373
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0246106
IRS990/TotalFunctionalExpensesGrp/TotalAmt0414479
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt063255
IRS990/TotalLiabilitiesEOYAmt043131
IRS990/TotalLiabilitiesGrp/BOYAmt063255
IRS990/TotalLiabilitiesGrp/EOYAmt043131
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0405961
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0322408
IRS990/TotalProgramServiceExpensesAmt0246106
IRS990/TotalProgramServiceRevenueAmt0117758
IRS990/TotalRevenueGrp/ExclusionAmt09883
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0106654
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0301902
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0469216
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0365539
IRS990/TravelGrp/ProgramServicesAmt08588
IRS990/TravelGrp/TotalAmt08588
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/SignatureDt02024-05-14
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/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RUTH ANN PIATT CPA
ReturnHeader/ReturnTs02024-05-14T17:20:47-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRY H
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLEIN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$365,539
Liabilities
$43,131
Net assets
$322,408
Revenue
$301,902
Expenses
$414,479
Net income
-$112,577
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