SRS HERITAGE FOUNDATION INC (EIN 201629370) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

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

PRESERVATION OF AND PUBLIC AWARENESS OF THE HISTORY OF THE SAVANNAH RIVER SITE.

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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%)

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$3,955

Total Directors

$3,955

Key Employees

Highest Compensated

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

SRS HERITAGE FOUNDATION INC