Civic Intelligence

Shelburne Falls Trolley Museum Inc.

990 • Fiscal year 2019 • EIN 04-3133373

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 15, 2020

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

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

44th percentile

1.2%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$585,528

Up $7,140 (+1.2%) from 2018

Net Assets

Up

$585,528

Up $7,140 (+1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$48,245

Down $6,135 (-11%) from 2018

Expenses

Up

$41,105

Up $7,049 (+21%) from 2018

Net Income

Down

$7,140

Down $13,184 (-65%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$585,528
Liabilities$0
Net Assets$585,528

Operations Trend

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

2019

Revenue$48,245
Expenses$41,105
Net Income$7,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 15, 2020
Return Version
2019v5.0
Gross Receipts
$55,622
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.

Preserving the ralroad/trolley history and artifacts of the area. Collecting and maintaining historical data pertaining to the history and significance of the trolley/railroad to the united states of america, the commonwealth of massachusetts and, in particular, to the county of franklin area of the commonwealth of massachusetts. Maintaining a museum for the display of trolley/railroad artifacts of the area for the benefit of the public at large. Assisting in the development of projects and activities in cooperation and coordination with governmental and civic bodies, and education institutions in educating the public in the history of the trolley/railroads in franklin county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$303,913$300,490▼ $3,423
Cash and Non-Interest-Bearing Accounts$52,719$61,683▲ $8,964
Inventories for Sale or Use$1,968$3,567▲ $1,599
Total Assets$578,388$585,528▲ $7,140
Other Assets Total$219,788$219,788→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$578,388$585,528▲ $7,140
Total Net Assets Fund Balance$578,388$585,528▲ $7,140
Total Liabilities and Net Assets / Fund Balance$578,388$585,528▲ $7,140

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$229,474$82,415$311,889
Land$60,000-$60,000
Other Assets Org$219,788--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert G BartlettPresident
Alden DreyerDirector
Anthony JewellDirector
David GoffDirector
James WholeyDirector
Jeff FiliosDirector
Joshua RedenzDirector
Nash BlyDirector
Polly BartlettDirector
William KaiserDirector
Louis MusanteClerk
Betsy Wholey OsellTreasurer
David DyeVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$25,206
Program Service Revenue
$15,217
Investment Income
$18
Other Revenue
$7,804
All Other Contributions
$21,142
Change in Net Assets
$7,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,105
Total Fundraising Expense$100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$19,223--$19,223
Insurance$9,140--$9,140
Depreciation Depletion$6,401--$6,401
Advertising$3,857--$3,857
Fees for Services Accounting$550--$550
Office Expenses$112-$100$212
Other Expenses$100--$100
All Other Expenses$50--$50
Total Functional Expenses$41,005$0$100$41,105
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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

Polly bartlett robert bartlett director president mother 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
Louis Musante
Title
Clerk
Phone
4133694022
Signed
2020-06-15

Organization Details

Principal Officer
Betsy Wholey Osell
Formed
1991
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
20

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
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Preserving the ralroad/trolley history and artifacts of the area. Collecting and maintaining historical data pertaining to the history and significance of the trolley/railroad to the united states of america, the commonwealth of massachusetts and, in particular, to the county of franklin area of the commonwealth of massachusetts. Maintaining a museum for the display of trolley/railroad artifacts of the area for the benefit of the public at large. Assisting in the development of projects and activities in cooperation and coordination with governmental and civic bodies, and education institutions in educating the public in the history of the trolley/railroads in franklin county.

Form 990, Page 1, Part I, Line 6

Maintained museum and artifacts.

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt054270
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074149
IRS990ScheduleA/Total509Grp/TotalAmt0266198
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047022
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt041030
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt049162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt074164
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0266266
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0229474
IRS990ScheduleD/BuildingsGrp/DepreciationAmt082415
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0311889
IRS990ScheduleD/LandGrp/BookValueAmt060000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt060000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0219788
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0219788
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTORS
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT OF TRACK SPACE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESERVING THE RALROAD/TROLLEY HISTORY AND ARTIFACTS OF THE AREA. COLLECTING AND MAINTAINING HISTORICAL DATA PERTAINING TO THE HISTORY AND SIGNIFICANCE OF THE TROLLEY/RAILROAD TO THE UNITED STATES OF AMERICA, THE COMMONWEALTH OF MASSACHUSETTS AND, IN PARTICULAR, TO THE COUNTY OF FRANKLIN AREA OF THE COMMONWEALTH OF MASSACHUSETTS. MAINTAINING A MUSEUM FOR THE DISPLAY OF TROLLEY/RAILROAD ARTIFACTS OF THE AREA FOR THE BENEFIT OF THE PUBLIC AT LARGE. ASSISTING IN THE DEVELOPMENT OF PROJECTS AND ACTIVITIES IN COOPERATION AND COORDINATION WITH GOVERNMENTAL AND CIVIC BODIES, AND EDUCATION INSTITUTIONS IN EDUCATING THE PUBLIC IN THE HISTORY OF THE TROLLEY/RAILROADS IN FRANKLIN COUNTY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAINTAINED MUSEUM AND ARTIFACTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLLY BARTLETT ROBERT BARTLETT DIRECTOR PRESIDENT MOTHER AND SON JAMES WHOLEY BETSY WHOLEY OSELL DIRECTOR TREAURER FATHER AND DAUGHTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION HAS A MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE MEMBERS RECEIVED A BALLOT TO VOTE FOR DIRECTORS, PRESIDENT, AND VICE- PRESIDENT PRIOR TO ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS REVIEWED BY TREASURER AND PRESIDENT BEFORE FILING. FORM 990 IS MADE AVAILABLE TO DIRECTORS ON THE ORGANIZATION WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/TotalFunctionalExpensesGrp/TotalAmt041105
IRS990/TotalGrossUBIAmt04250
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IRS990/TotalProgramServiceExpensesAmt041005
IRS990/TotalProgramServiceRevenueAmt015217
IRS990/TotalRevenueGrp/ExclusionAmt018789
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048245
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt04250
IRS990/TotalVolunteersCnt020
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0585528
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt040 ELDRIDGE RD
IRS990/USAddress/CityNm0CONWAY
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001341
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS MUSANTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CLERK
ReturnHeader/BusinessOfficerGrp/PhoneNum04133694022
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-15

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

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