Civic Intelligence

North Carolina Transportation Museum Foundation

990 • Fiscal year 2017 • EIN 58-1315178

Jul 01, 2016 to Jun 30, 2017 • Filed on May 08, 2017

Organization ProfileNCTRANS.ORG
PO Box 69Spencer, NC 28159-0007

(704) 636-2889

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.09x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.13x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Source year 2017

Net Margin

42nd percentile

-0.4%

Higher net margin than 42% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$68,767

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2017 filings • NTEE A • $5M-$10M nonprofits • Source year 2017

Asset Growth

24th percentile

-1.3%

Faster asset growth than 24% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

1.1%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$5,274,875

Down $68,954 (-1.3%) from 2016

Net Assets

Down

$4,820,091

Down $13,477 (-0.3%) from 2016

Liabilities

Down

$454,784

Down $55,477 (-11%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin42nd percentile

Revenue

Up

$3,416,409

Up $35,527 (+1.1%) from 2016

Expenses

Down

$3,429,886

Down $525,168 (-13%) from 2016

Net Income

Up

-$13,477

Up $560,695 (+98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,989,290Liabilities 2011: $53,622Net Assets 2011: $5,935,6682011Assets 2012: $6,375,616Liabilities 2012: $250,081Net Assets 2012: $6,125,5352012Assets 2013: $6,364,030Liabilities 2013: $147,883Net Assets 2013: $6,216,1472013Assets 2014: $6,434,460Liabilities 2014: $160,579Net Assets 2014: $6,273,8812014Assets 2015: $5,815,136Liabilities 2015: $407,396Net Assets 2015: $5,407,7402015Assets 2016: $5,343,829Liabilities 2016: $510,261Net Assets 2016: $4,833,5682016Assets 2017: $5,274,875Liabilities 2017: $454,784Net Assets 2017: $4,820,0912017Assets 2018: $5,977,663Liabilities 2018: $494,015Net Assets 2018: $5,483,6482018Assets 2019: $6,601,457Liabilities 2019: $631,748Net Assets 2019: $5,969,7092019Assets 2020: $6,594,255Liabilities 2020: $375,303Net Assets 2020: $6,218,9522020Assets 2021: $8,726,700Liabilities 2021: $780,103Net Assets 2021: $7,946,5972021Assets 2022: $11,455,078Liabilities 2022: $1,051,660Net Assets 2022: $10,403,4182022Assets 2023: $12,498,628Liabilities 2023: $1,670,240Net Assets 2023: $10,828,3882023Assets 2024: $13,384,041Liabilities 2024: $2,066,667Net Assets 2024: $11,317,3742024Assets 2025: $14,089,178Liabilities 2025: $2,394,699Net Assets 2025: $11,694,4792025

Highlighted filing

2017

Assets$5,274,875
Liabilities$454,784
Net Assets$4,820,091
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,820,642Expenses 2011: $1,728,699Net Income 2011: $91,9432011Revenue 2012: $1,431,941Expenses 2012: $1,242,074Net Income 2012: $189,8672012Expenses 2013: $1,456,2252013Revenue 2014: $1,724,325Expenses 2014: $1,666,591Net Income 2014: $57,7342014Revenue 2015: $1,821,148Expenses 2015: $2,687,289Net Income 2015: -$866,1412015Revenue 2016: $3,380,882Expenses 2016: $3,955,054Net Income 2016: -$574,1722016Revenue 2017: $3,416,409Expenses 2017: $3,429,886Net Income 2017: -$13,4772017Revenue 2018: $4,465,482Expenses 2018: $3,801,925Net Income 2018: $663,5572018Revenue 2019: $5,135,365Expenses 2019: $4,649,304Net Income 2019: $486,0612019Revenue 2020: $4,812,064Expenses 2020: $4,562,821Net Income 2020: $249,2432020Revenue 2021: $3,656,960Expenses 2021: $1,929,315Net Income 2021: $1,727,6452021Revenue 2022: $7,616,895Expenses 2022: $5,136,515Net Income 2022: $2,480,3802022Revenue 2023: $6,120,680Expenses 2023: $5,720,976Net Income 2023: $399,7042023Revenue 2024: $6,894,716Expenses 2024: $6,460,805Net Income 2024: $433,9112024Revenue 2025: $8,051,419Expenses 2025: $7,695,054Net Income 2025: $356,3652025

Highlighted filing

2017

Revenue$3,416,409
Expenses$3,429,886
Net Income-$13,477
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 8, 2017
Return Version
2016v3.1
Gross Receipts
$3,987,031
Mission and Program Overview

Mission

Preserve and interpret the history of transportation in north carolina and present this history in a manner that allows visitors to enjoy their experience as well as learn from it.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,630,118$1,223,613▼ $406,505
Inventories for Sale or Use$253,923$295,825▲ $41,902
Land, Buildings, and Equipment, Net$135,660$166,341▲ $30,681
Accounts Receivable$49,587$111,152▲ $61,565
Pledges and Grants Receivable$51,805--
Prepaid Expenses and Deferred Charges$67,190$50,775▼ $16,415
Investments in Publicly Traded Securities$18,148$20,683▲ $2,535
Total Assets$5,343,829$5,274,875▼ $68,954
Other Assets Total$3,137,398$3,406,486▲ $269,088
Liabilities
Mortgage Notes Payable Secured by Investment Property$207,600$252,214▲ $44,614
Accounts Payable and Accrued Expenses$291,417$167,876▼ $123,541
Deferred Revenue$11,244$34,694▲ $23,450
Total Liabilities$510,261$454,784▼ $55,477
Net Assets / Fund Balance
Unrestricted Net Assets$4,323,460$4,336,902▲ $13,442
Temporarily Rstr Net Assets$510,108$483,189▼ $26,919
Total Net Assets Fund Balance$4,833,568$4,820,091▼ $13,477
Total Liabilities and Net Assets / Fund Balance$5,343,829$5,274,875▼ $68,954

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$145,638$227,900$373,538
Land$20,703-$20,703
Other Assets Org$79,788--
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Marcus NeubacherAdmin DirectFT$68,767$68,767
Kelly AlexanderExecutive DiPT$12,000$12,000

Board Members and Trustees

NameTitle
Steve MerschPresident
Barry WhitlowDirector
Charlie DavisDirector
James Morrison IiDirector
John BimroseDirector
John TackettDirector
Rick PhillipsDirector
Roy JohnsonSecretary
Bill WilkersonVice Preside
Jerry ShepardsonVice Preside
Jim BlandVice Preside
Jim WrinnVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$442,229
Program Service Revenue
$2,800,325
Investment Income
$21,429
Other Revenue
$152,426
All Other Contributions
$412,229
Change in Net Assets
$-13,477

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Collectibles4$96,000Appraisals
Real Estate Other1$14,500Appraisals
Total Noncash Contributions5$110,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,416,409
Total Revenue per Audited Statements
$3,416,409
Total Revenue per Form 990
$3,416,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,085,102
Salaries, Compensation, and Employee Benefits$344,784
Total Fundraising Expense$106,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Royalties$971,350--$971,350
Fees for Services Other$356,721$11,988-$368,709
All Other Expenses$224,279$8,422$22,654$255,355
Other Salaries and Wages$146,935$50,515$39,304$236,754
Advertising$160,155--$160,155
Other Expenses$121,043--$121,043
Travel$111,352--$111,352
Insurance$96,857$12,702-$109,559
Office Expenses$44,297$25,255$36,339$105,891
Current Officers, Directors, Trustees, and Key Employees-$80,767-$80,767
Fees for Services Legal$10,421$48,177-$58,598
Conferences and Meetings$20,821$28,305$4,479$53,605
Fees for Services Lobbying-$51,189-$51,189
Depreciation Depletion-$27,939-$27,939
Payroll Taxes$12,250$9,758$3,645$25,653
Occupancy-$4,800-$4,800
Interest$3,114--$3,114
Pension Plan Contributions-$1,610-$1,610
Total Functional Expenses$2,962,038$361,427$106,421$3,429,886

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,429,886
Total Expenses per Audited Statements$3,429,886
Total Expenses per Form 990$3,429,886
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
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
Yes
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 11B

“The chief operating officer and finance committee review a draft of the 990 and discuss any obersrvations, questions or changes with the cpa retrun preparer. Members of the board of directors are forwarded a copy of the 990 for their review and given an opportunity to reply to management with any observations, questions or changes.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is distributed annually to board members and staff, who are asked to sign the policy and reveal in writing any potential conflicts of interest. Board members and staff are reminded at meetings and in official communications to recuse themselves from any actions where a potential conflict may exist. If it is revealed that a board member has violated the conflict of interest policy they are removed from the governing board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and financial statements are made accessible in the business office and available for inspection to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Nc Transportation Museum Foundation
EIN
58-1315178
Phone
7046362889
Address
PO BOX 69, SPENCER, NC 28159-0007

Signing Officer

Name
Steve Mersch
Title
President
Phone
7046362889
Signed
2017-05-08

Organization Details

Principal Officer
Steve Mersch
Formed
1977
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
28
Volunteers
250

Preparer

Firm
Brent H Parks CPA Pa
Address
1816 E INNES ST STE 101, SALISBURY, NC 28146-6027
Preparer
Brent H Parks
Phone
7046338700
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Train excursions, thomas the tank rides and other educational events held during the year to promote and educate the public of railroad transportation and provide riding experiences.”

Form 990, Part IX, Line 11G

“Contract services - other 3,057 11,988 0 education programs & events contracted services 353,664 0 0 total 356,721 11,988 0”

Raw XML AppendixShowing 400 of 524 raw XML fields

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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IRS990/MissionDesc0PRESERVE AND INTERPRET THE HISTORY OF TRANSPORTATION IN NORTH CAROLINA AND PRESENT THIS HISTORY IN A MANNER THAT ALLOWS VISITORS TO ENJOY THEIR EXPERIENCE AS WELL AS LEARN FROM IT.
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IRS990/OfficeExpensesGrp/TotalAmt0105891
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IRS990/OtherAssetsTotalGrp/EOYAmt03406486
IRS990/OtherExpensesGrp/Desc0SUPPLIES
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IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt0316019
IRS990/OtherExpensesGrp/ProgramServicesAmt1207257
IRS990/OtherExpensesGrp/ProgramServicesAmt2159167
IRS990/OtherExpensesGrp/ProgramServicesAmt3121043
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IRS990/OtherExpensesGrp/TotalAmt1207257
IRS990/OtherExpensesGrp/TotalAmt2159167
IRS990/OtherExpensesGrp/TotalAmt3121043
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039304
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt050515
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03645
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09758
IRS990/PayrollTaxesGrp/ProgramServicesAmt012250
IRS990/PayrollTaxesGrp/TotalAmt025653
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01610
IRS990/PensionPlanContributionsGrp/TotalAmt01610
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051805
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt067190
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050775
IRS990/PrincipalOfficerNm0STEVE MERSCH
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02611070
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1189255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02611070
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1189255
IRS990/ProgSrvcAccomActy2Grp/Desc0TRAIN OPERATIONS - OPPORTUNITIES FOR VISITORS TO EXPERIENCE TRANSPORTATION VIA RAIL RIDES AND ROLLING STOCK EXHIBITS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0313786
IRS990/ProgSrvcAccomActy3Grp/Desc0EXHIBIT MAINTENANCE AND RESTORATION - RESTORE AND MAINTAIN HISTORIC EXHIBITS AND ARTIFACTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0159167
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TRAIN EXCURSIONS, THOMAS THE TANK RIDES AND OTHER EDUCATIONAL EVENTS HELD DURING THE YEAR TO PROMOTE AND EDUCATE THE PUBLIC OF RAILROAD TRANSPORTATION AND PROVIDE RIDING EXPERIENCES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02389313
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02611070
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0379249
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014193
IRS990/PYOtherExpensesAmt03611362
IRS990/PYOtherRevenueAmt0120670
IRS990/PYProgramServiceRevenueAmt02866770
IRS990/PYRevenuesLessExpensesAmt0-574172
IRS990/PYSalariesCompEmpBnftPaidAmt0343692
IRS990/PYTotalExpensesAmt03955054
IRS990/PYTotalRevenueAmt03380882
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-13477
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0189255
IRS990/RoyaltiesGrp/ProgramServicesAmt0971350
IRS990/RoyaltiesGrp/TotalAmt0971350
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01630118
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01223613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0442229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0379249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0258123
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0257182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0350193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01686976
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016429
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013908
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt032554
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033767
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0110851
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03523373
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.93180
IRS990ScheduleA/PublicSupportTotal170Amt01686976
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0442229
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0379249
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0257182
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01686976
IRS990ScheduleA/TotalSupportAmt01797827
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IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0280
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt07351
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IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt015778
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt01402
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt036756
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IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt051189
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0145638

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,274,875
Liabilities
$454,784
Net assets
$4,820,091
Revenue
$3,416,409
Expenses
$3,429,886
Net income
-$13,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$2.39$11.7$8.05$7.70$0.36
2024Summary only. Only limited summary data is available for this year.$13.4$2.07$11.3$6.89$6.46$0.43
2023Summary only. Only limited summary data is available for this year.$12.5$1.67$10.8$6.12$5.72$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$1.05$10.4$7.62$5.14$2.48
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.73$0.78$7.95$3.66$1.93$1.73
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.59$0.38$6.22$4.81$4.56$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.63$5.97$5.14$4.65$0.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$0.49$5.48$4.47$3.80$0.66
2017Detailed filing. Detailed filing data is available for this year.$5.27$0.45$4.82$3.42$3.43$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.51$4.83$3.38$3.96$0.57
2015Detailed filing. Detailed filing data is available for this year.$5.82$0.41$5.41$1.82$2.69$0.87
2014Detailed filing. Detailed filing data is available for this year.$6.43$0.16$6.27$1.72$1.67$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.36$0.15$6.22$1.46
2012Summary only. Only limited summary data is available for this year.$6.38$0.25$6.13$1.43$1.24$0.19
2011Summary only. Only limited summary data is available for this year.$5.99$0.05$5.94$1.82$1.73$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits