Sri Foundation
- Assets
- $704.0k
- Revenue
- $792.0k
- Investments
- $0.0
- Employees
- 4
- Location
- Corrales, NM
- Founding
- 06/2002
- Data as of
- 12/2021
- EIN
- 86-1034071
Organization Overview
Sri Foundation is located in Corrales, NM. The organization was established in 2002. According to its NTEE Classification (U05) the organization is classified as: Research Institutes & Public Policy Analysis, under the broad grouping of Science & Technology and related organizations. As of 12/2021, Sri Foundation employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sri Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Sri Foundation generated $792.0k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.1% each year. All expenses for the organization totaled $589.3k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
REGULATORY 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.
HISTORIC 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.
CONTINUING 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Terry H Klein Executive Di | Officer | $0 | |
Charles M Niquette Director | Trustee | $0 | |
Keith Kintigh Director | Trustee | $0 | |
Marion Werkeiser Director | Trustee | $0 | |
Jeffrey Altschul President | Trustee | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $66,210 |
| All other contributions, gifts, grants, and similar amounts not included above | $495,671 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $561,881 |
| Total Program Service Revenue | $220,109 |
| Investment income | $9,963 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $791,953 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $333,705 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $2,333 |
| Payroll taxes | $23,399 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $28,733 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,012 |
| Fees for services: Other | $114,021 |
| Advertising and promotion | $0 |
| Office expenses | $12,281 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $37,032 |
| Travel | $15,514 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,149 |
| All other expenses | $818 |
| Total functional expenses | $589,263 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $238,901 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $98,643 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $294,562 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $71,861 |
| Total assets | $703,967 |
| Accounts payable and accrued expenses | $6,523 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $22,768 |
| Total liabilities | $29,291 |
| Net assets without donor restrictions | $559,455 |
| Net assets with donor restrictions | $115,221 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $703,967 |
Endowment Analysis
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|---|---|---|
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