COALITION FOR ARCHAEOLOGICAL SYNTH… - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

TERRY H KLEIN

Phone

5053212830

Tax Period

2024-01-01 to 2024-12-31

COALITION FOR ARCHAEOLOGICAL SYNTHESIS is a small nonprofit in the Science & Technology sector that reported $214K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $69K, a strong 32% operating margin.

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.

Program Service Accomplishments

Program 1

Revenue: $38,425

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...

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.

Program 2

Expenses: $38,683 Revenue: $60,407

HISTORIC PRESERVATION: THIS PROGRAM INVOLVES THE CONDUCTING OF NATIONAL STUDIES ON HISTORIC PRESERVATION IN ASSOCIATION WITH INFRASTRUCTURE PROJECTS, INCLUDING EFFECTIVE MANAGEMENT PRACTICES FOR...

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.

Program 3

Expenses: $22,644 Revenue: $94,231

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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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 (2024)

Revenue Breakdown

Contributions & Grants $147,123

Program Service Revenue $45,940

Investment Income $21,378

Other Revenue $0

TOTAL REVENUE $214,441

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,765

Fundraising Expenses $0

Program Expenses $61,327

Other Expenses $49,906

TOTAL EXPENSES $145,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$214,441	$301,902	-0.3%
Expenses	$145,671	$414,479	-0.6%
Net Income	$68,770	$-112,577	-1.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY ALTSCHUL	PRESIDENT	N/A	Director	$0	$0	$0
KEITH KINTIGH	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES M NIQUETTE	DIRECTOR	N/A	Director	$0	$0	$0
MARION WERKEISER	DIRECTOR	N/A	Director	$0	$0	$0
TERRY H KLEIN	EXECUTIVE DI	N/A	Officer	$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	No data	No data	No data	No data
2024	$214,441	$145,671	$368,076	$68,770
2023	$301,902	$414,479	$365,539	$-112,577
2022	$364,652	$509,814	$469,216	$-145,162
2021	$791,953	$589,263	$703,967	$202,690
2020	$714,812	$596,767	$502,010	$118,045
2019	$962,601	$708,433	$416,130	$254,168
2018	$1,012,222	$950,682	$266,102	$61,540

COALITION FOR ARCHAEOLOGICAL SYNTHESIS