SRS HERITAGE FOUNDATION INC

EIN: 201629370 501(c)(3) Arts, Culture & Humanities

AIKEN, SC

Total Revenue
$162,609
Total Expenses
$150,701
Total Assets
$1,282,169
Net Assets
$1,282,074
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
SC
Principal Officer
JIM MARRA
Phone
8036481437
Tax Period
2025-01-01 to 2025-12-31

SRS HERITAGE FOUNDATION INC, founded in 2004, is a small nonprofit in the Arts, Culture & Humanities sector that reported $163K in total revenue in fiscal year 2025. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $151K left a modest 7% surplus.

Mission

TO INTERPRET AND PRESERVE THE HISTORICAL NATURE AND IMPORTANCE OF THE SAVANNAH RIVER NUCLEAR SITE AND TO BRING AWARENESS OF THE IMPORTANCE OF THE SITE TO THE GENERAL PUBLIC. TO ASSIST IN THE OPERATION AND DEVEOPMENT OF THE MUSEUM.

Program Service Accomplishments

Program 1
Expenses: $139,576 Revenue: $162,609

PRESERVATION OF AND PUBLIC AWARENESS OF THE HISTORY OF THE SAVANNAH RIVER SITE. OPERATE HISTORICAL MUSEUM TO PROVIDE EDUCATION AND AWARENESS TO THE PUBLIC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $145,071
Program Service Revenue $0
Investment Income $16,595
Other Revenue $943
TOTAL REVENUE $162,609

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $139,576
Other Expenses $150,701
TOTAL EXPENSES $150,701

Year-over-Year Comparison

2025 2024 Change
Revenue $162,609 $337,123 -0.5%
Expenses $150,701 $64,070 +1.4%
Net Income $11,908 $273,053 -1.0%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✓ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$3,955
Total Directors
22
$3,955
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DONNA HOLMAN SECRETARY/TREAS 005.00
Officer Director
$3,955 $0 $3,955
DR JIM MARRA CHAIRMAN 003.00
Officer Director
$0 $0 $0
ANDREW ALBENESIUS VICE CHAIRMAN 003.00
Officer Director
$0 $0 $0
WALT JOSEPH EMERITUS 001.00
Director
$0 $0 $0
PATRICIA ALLEN BOARD MEMBER 001.00
Director
$0 $0 $0
JEFFREY ALLISON BOARD MEMBER 001.00
Director
$0 $0 $0
DR LINDSAY BROWN BOARD MEMBER 001.00
Director
$0 $0 $0
KELLY CANADY BOARD MEMBER 001.00
Director
$0 $0 $0
BRYAN COX NON VOTING 001.00
Director
$0 $0 $0
SAMUEL ELLIS BOARD MEMBER 001.00
Director
$0 $0 $0
BRET EVANS BOARD MEMBER 001.00
Director
$0 $0 $0
DUSIE FERRARA BOARD MEMBER 001.00
Director
$0 $0 $0
DR ELIZABETH A GEORGIAN BOARD MEMBER 001.00
Director
$0 $0 $0
LINDA LINDLER NON VOTING 001.00
Director
$0 $0 $0
CLARK W MCCANTS IV BOARD MEMBER 001.00
Director
$0 $0 $0
MINDY METS BOARD MEMBER 001.00
Director
$0 $0 $0
NICHOLAS MILLER BOARD MEMBER 001.00
Director
$0 $0 $0
JULIE PETERSEN NON VOTING 001.00
Director
$0 $0 $0
DR GARY J SENN BOARD MEMBER 001.00
Director
$0 $0 $0
CHRIS VERENES BOARD MEMBER 001.00
Director
$0 $0 $0
DAVID WILKERSON NON VOTING 001.00
Director
$0 $0 $0
BRUCE WILSON BOARD MEMBER 001.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $162,609 $150,701 $1,282,169 $11,908
2024 $337,123 $64,070 $1,270,907 $273,053
2023 $138,082 $75,897 $997,854 $62,185
2022 $56,152 $28,347 $935,970 $27,805
2021 $45,360 $28,821 $907,864 $16,539
2020 $374,081 $26,810 $891,325 $347,271
2019 $159,814 $13,124 $544,055 $146,690
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