Civic Intelligence

Shelburne Falls Trolley Museum Inc.

990 • Fiscal year 2015 • EIN 04-3133373

Jan 01, 2015 to Dec 31, 2015 • Filed on May 15, 2016

Organization ProfileWWW.SFTM.ORG
14 Depot St P O Box 272Shelburne Falls, MA 01370-0272

(413) 625-9443

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.05x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.40x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

63rd percentile

6.2%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-4.2%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$563,645

Up $32,751 (+6.2%) from 2014

Net Assets

Up

$534,392

Up $43,214 (+8.8%) from 2014

Liabilities

Down

$29,253

Down $10,463 (-26%) from 2014

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin94th percentile

Revenue

Down

$73,841

Down $3,277 (-4.2%) from 2014

Expenses

Up

$30,627

Up $22,252 (+266%) from 2014

Net Income

Down

$43,214

Down $25,529 (-37%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $465,533Liabilities 2011: $68,4842011Assets 2012: $456,797Liabilities 2012: $59,3132012Assets 2013: $472,164Liabilities 2013: $49,7292013Assets 2014: $530,894Liabilities 2014: $39,716Net Assets 2014: $491,1782014Assets 2015: $563,645Liabilities 2015: $29,253Net Assets 2015: $534,3922015Assets 2016: $571,470Liabilities 2016: $18,321Net Assets 2016: $553,1492016Assets 2017: $564,962Liabilities 2017: $6,898Net Assets 2017: $558,0642017Assets 2018: $578,388Liabilities 2018: $0Net Assets 2018: $578,3882018Assets 2019: $585,528Liabilities 2019: $0Net Assets 2019: $585,5282019Assets 2020: $590,549Liabilities 2020: $0Net Assets 2020: $590,5492020Assets 2021: $664,977Liabilities 2021: $0Net Assets 2021: $664,9772021Assets 2022: $650,944Liabilities 2022: $0Net Assets 2022: $650,9442022Assets 2023: $696,894Liabilities 2023: $59Net Assets 2023: $696,8352023Assets 2024: $742,355Liabilities 2024: $1,036Net Assets 2024: $741,3192024

Highlighted filing

2015

Assets$563,645
Liabilities$29,253
Net Assets$534,392
Open 2015 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $47,166Expenses 2011: $31,156Net Income 2011: $16,0102011Revenue 2012: $41,009Expenses 2012: $40,574Net Income 2012: $4352012Revenue 2013: $63,851Expenses 2013: $38,900Net Income 2013: $24,9512013Revenue 2014: $77,118Expenses 2014: $8,375Net Income 2014: $68,7432014Revenue 2015: $73,841Expenses 2015: $30,627Net Income 2015: $43,2142015Revenue 2016: $44,452Expenses 2016: $25,695Net Income 2016: $18,7572016Revenue 2017: $45,782Expenses 2017: $40,867Net Income 2017: $4,9152017Revenue 2018: $54,380Expenses 2018: $34,056Net Income 2018: $20,3242018Revenue 2019: $48,245Expenses 2019: $41,105Net Income 2019: $7,1402019Revenue 2020: $28,208Expenses 2020: $23,187Net Income 2020: $5,0212020Revenue 2021: $105,766Expenses 2021: $31,338Net Income 2021: $74,4282021Revenue 2022: $83,262Expenses 2022: $97,295Net Income 2022: -$14,0332022Revenue 2023: $107,993Expenses 2023: $62,102Net Income 2023: $45,8912023Revenue 2024: $133,879Expenses 2024: $89,395Net Income 2024: $44,4842024

Highlighted filing

2015

Revenue$73,841
Expenses$30,627
Net Income$43,214
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 15, 2016
Return Version
2015v2.1
Gross Receipts
$84,384
Mission and Program Overview

Mission

Preserving the railroad/trolley history and artifacts of the area. Collecting and maintaining trolley/railroad historical data. Maintaining Museum for display of trolley/railroad artifacts.

Preservation of railroad/trolley history

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$252,442$304,009▲ $51,567
Cash and Non-Interest-Bearing Accounts$58,115$38,487▼ $19,628
Inventories for Sale or Use$549$1,361▲ $812
Total Assets$530,894$563,645▲ $32,751
Other Assets Total$219,788$219,788→ $0
Liabilities
Other Liabilities$39,716$29,253▼ $10,463
Total Liabilities$39,716$29,253▼ $10,463
Net Assets / Fund Balance
Unrestricted Net Assets$491,178$534,392▲ $43,214
Total Net Assets Fund Balance$491,178$534,392▲ $43,214
Total Liabilities and Net Assets / Fund Balance$530,894$563,645▲ $32,751

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$120,074$2,524$122,598
Land$60,000-$60,000
Other Assets Org$219,788--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Robert Sam BartlettPresident
Alden DreyerDirector
Anthony JewellDirector
David GoffDirector
Gerald BesserDirector
James WholeyDirector
Mary Polly BartlettDirector
William KaiserDirector
David C BartlettClerk
Louis MusanteClerk
Betsy Wholey OsellTreasurer
David DyeVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$54,270
Program Service Revenue
$19,879
Investment Income
$15
Other Revenue
$-323
All Other Contributions
$34,108
Change in Net Assets
$43,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,627
Total Fundraising Expense$243
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$18,694--$18,694
Depreciation Depletion$4,901--$4,901
Fees for Services Other$2,272$50-$2,322
Advertising$1,599--$1,599
Other Expenses$1,546--$1,546
Interest$822--$822
Fees for Services Accounting-$500-$500
Office Expenses--$243$243
Total Functional Expenses$29,834$550$243$30,627
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-DirectorsRent of Track SpaceNo$800
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage$29,253
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
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 2

“David bartlett robert bartlett director president father and son james wholey betsy wholey osell director treaurer father and daughter”

Form 990, Page 6, Part VI, Line 6

“Organization has a membership.”

Form 990, Page 6, Part VI, Line 7A

“The members received a ballot to vote for directors, president, and vice- president prior to annual meeting.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by treasurer and president before filing. Form 990 is made available to directors on the organization website.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Shelburne Falls Trolley Museum Inc
EIN
04-3133373
Phone
4136259443
Address
14 DEPOT ST P O BOX 272, SHELBURNE FALLS, MA 01370-0272

Signing Officer

Name
Robert Sam Bartlett
Title
President
Phone
4133694022
Signed
2016-05-15

Organization Details

Principal Officer
Robert Sam Bartlett
Formed
1991
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
6
Employees
0

Preparer

Firm
Jonathan F George Sr CPA Cfp
Address
89 MAIN ST, SHELBURNE FALLS, MA 01370
Preparer
Jonathan F George Sr CPA Cfp
Phone
4136259593
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0126
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0227
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019879
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt020100
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt039979
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt022
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0227
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99900
IRS990ScheduleA/PublicSupportPY509Pct00.99860
IRS990ScheduleA/PublicSupportTotal509Amt0228029
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt074149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089962
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031331
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012281
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020306
IRS990ScheduleA/Total509Grp/TotalAmt0228029
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt074164
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt089984
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt031346
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012330
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt020432
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0228256
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0120074
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02524
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0122598
IRS990ScheduleD/LandGrp/BookValueAmt060000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0219788
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MUSEUM PROPERTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029253
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MORTGAGE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0180074
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0219788
IRS990ScheduleD/TotalLiabilityAmt029253
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0RCM POWER ENGINEERING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTORS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0800
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT OF TRACK SPACE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0RCM POWER ENGINEERING, OWNED BY DIRECTORS DAVID GOFF AND JERRY BESSER. THE MUSEUM RENTS TRACK SPACE FOR STORAGE OF TRACKMOBILES. PRESIDENT ROBERT BARTLETT AUTHORIZES RENTALS, IN THIS CASE WITH BOARD OF DIRECTOR'S CONCURRANCE, GOFF AND BESSER ABSTAINING. RENTAL IS BY TRACK FOOT USING INDUSTRY RATES. RENTAL AMOUNT IS 800 PER YEAR.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVID BARTLETT ROBERT BARTLETT DIRECTOR PRESIDENT FATHER AND SON JAMES WHOLEY BETSY WHOLEY OSELL DIRECTOR TREAURER FATHER AND DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION HAS A MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS RECEIVED A BALLOT TO VOTE FOR DIRECTORS, PRESIDENT, AND VICE- PRESIDENT PRIOR TO ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY TREASURER AND PRESIDENT BEFORE FILING. FORM 990 IS MADE AVAILABLE TO DIRECTORS ON THE ORGANIZATION WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0530894
IRS990/TotalAssetsEOYAmt0563645
IRS990/TotalAssetsGrp/BOYAmt0530894
IRS990/TotalAssetsGrp/EOYAmt0563645
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054270
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0243
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0550
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt029834
IRS990/TotalFunctionalExpensesGrp/TotalAmt030627
IRS990/TotalGrossUBIAmt0-323
IRS990/TotalLiabilitiesBOYAmt039716
IRS990/TotalLiabilitiesEOYAmt029253
IRS990/TotalLiabilitiesGrp/BOYAmt039716
IRS990/TotalLiabilitiesGrp/EOYAmt029253
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0491178
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0534392
IRS990/TotalProgramServiceExpensesAmt029834
IRS990/TotalProgramServiceRevenueAmt019879
IRS990/TotalRevenueGrp/ExclusionAmt019894
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073841
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-323
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0530894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0563645
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0491178
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0534392
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt083 RIVER ROAD
IRS990/USAddress/CityNm0LEYDEN
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001337
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SFTM.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SAM BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04133694022
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELBURNE FALLS TROLLEY MUSEUM INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0043133373
ReturnHeader/Filer/PhoneNum04136259443
ReturnHeader/Filer/USAddress/AddressLine1Txt014 DEPOT ST P O BOX 272
ReturnHeader/Filer/USAddress/CityNm0SHELBURNE FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0013700272
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043526236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONATHAN F GEORGE SR CPA CFP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELBURNE FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001370

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$563,645
Liabilities
$29,253
Net assets
$534,392
Revenue
$73,841
Expenses
$30,627
Net income
$43,214
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.42$0.01$7.41$1.34$0.89$0.44
2023Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$1.08$0.62$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.51$0.00$6.51$0.83$0.97$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.65$0.00$6.65$1.06$0.31$0.74
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.00$5.91$0.28$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.48$0.41$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.00$5.78$0.54$0.34$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.65$0.07$5.58$0.46$0.41$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.18$5.53$0.44$0.26$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.64$0.29$5.34$0.74$0.31$0.43
2014Detailed filing. Detailed filing data is available for this year.$5.31$0.40$4.91$0.77$0.08$0.69
2013Summary only. Only limited summary data is available for this year.$4.72$0.50$0.64$0.39$0.25
2012Summary only. Only limited summary data is available for this year.$4.57$0.59$0.41$0.41$0.00
2011Summary only. Only limited summary data is available for this year.$4.66$0.68$0.47$0.31$0.16