Civic Intelligence

New Mexico Steam Locomotive &

EIN 85-0455673 • 501(c)3 • Albuquerque, NM

Profile

This historical society was created to restore and operate a steam locomotive engine and to promote and educate the public about the ties of state economic development with rail transportation.

PO Box 27270Albuquerque, NM 87125-7270

www.2926.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

NTEE A • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

NTEE A • $1M-$5M nonprofits • Source year 2024

Net Margin

59th percentile

11%

Higher net margin than 59% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

NTEE A • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

9.4%

Faster revenue growth than 51% of similar nonprofits.

NTEE A • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,272,799

Up $59,972 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,272,799

Up $59,972 (+1.4%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin59th percentile

Revenue

Up

$191,784

Up $16,456 (+9.4%) from 2023

Expenses

Up

$171,096

Up $12,102 (+7.6%) from 2023

Net Income

Up

$20,688

Up $4,354 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $1,111,682Liabilities 2011: $0Net Assets 2011: $1,111,6822011Assets 2012: $1,298,972Liabilities 2012: $0Net Assets 2012: $1,298,9722012Assets 2013: $1,685,782Liabilities 2013: $0Net Assets 2013: $1,685,7822013Assets 2014: $1,910,939Liabilities 2014: $0Net Assets 2014: $1,910,9392014Assets 2015: $2,200,347Liabilities 2015: $0Net Assets 2015: $2,200,3472015Assets 2016: $2,615,873Liabilities 2016: $6,152Net Assets 2016: $2,609,7212016Assets 2017: $2,965,838Liabilities 2017: $0Net Assets 2017: $2,965,8382017Assets 2018: $3,306,340Liabilities 2018: $0Net Assets 2018: $3,306,3402018Assets 2019: $3,574,317Liabilities 2019: $22,358Net Assets 2019: $3,551,9592019Assets 2020: $3,712,617Liabilities 2020: $2,656Net Assets 2020: $3,709,9612020Assets 2021: $3,861,207Liabilities 2021: $0Net Assets 2021: $3,861,2072021Assets 2022: $4,142,154Liabilities 2022: $0Net Assets 2022: $4,142,1542022Assets 2023: $4,212,827Liabilities 2023: $0Net Assets 2023: $4,212,8272023Assets 2024: $4,272,799Liabilities 2024: $0Net Assets 2024: $4,272,7992024

Highlighted filing

2024

Assets$4,272,799
Liabilities$0
Net Assets$4,272,799
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Expenses 2011: $60,7422011Expenses 2012: $60,4892012Revenue 2013: $232,808Expenses 2013: $48,644Net Income 2013: $184,1642013Revenue 2014: $114,741Expenses 2014: $59,265Net Income 2014: $55,4762014Revenue 2015: $133,708Expenses 2015: $52,246Net Income 2015: $81,4622015Revenue 2016: $269,658Expenses 2016: $82,881Net Income 2016: $186,7772016Revenue 2017: $199,363Expenses 2017: $62,790Net Income 2017: $136,5732017Revenue 2018: $218,652Expenses 2018: $83,584Net Income 2018: $135,0682018Revenue 2019: $188,563Expenses 2019: $82,155Net Income 2019: $106,4082019Revenue 2020: $169,573Expenses 2020: $61,700Net Income 2020: $107,8732020Revenue 2021: $144,991Expenses 2021: $68,024Net Income 2021: $76,9672021Revenue 2022: $286,830Expenses 2022: $97,908Net Income 2022: $188,9222022Revenue 2023: $175,328Expenses 2023: $158,994Net Income 2023: $16,3342023Revenue 2024: $191,784Expenses 2024: $171,096Net Income 2024: $20,6882024

Highlighted filing

2024

Revenue$191,784
Expenses$171,096
Net Income$20,688
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,272,799
Liabilities
$0
Net assets
$4,272,799
Revenue
$191,784
Expenses
$171,096
Net income
$20,688
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.19$0.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.18$0.16$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.29$0.10$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.14$0.07$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.17$0.06$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.57$0.02$3.55$0.19$0.08$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.22$0.08$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.20$0.06$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.01$2.61$0.27$0.08$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.13$0.05$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.11$0.06$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.23$0.05$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.0
Gross Receipts
$347,225
Mission and Program Overview

Mission

This historical society was created to restore and operate a steam locomotive engine and to promote and educate the public about the ties of state economic development with rail transportation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$254,594$275,233▲ $20,639
Savings and Temporary Cash Investments$251,319$192,807▼ $58,512
Investments in Publicly Traded Securities$70,000$117,763▲ $47,763
Cash and Non-Interest-Bearing Accounts$45,971$42,647▼ $3,324
Inventories for Sale or Use$8,909$9,469▲ $560
Accounts Receivable$8,179--
Prepaid Expenses and Deferred Charges$5,456$5,456→ $0
Total Assets$4,212,827$4,272,799▲ $59,972
Other Assets Total$3,568,399$3,629,424▲ $61,025
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,197,808$4,247,799▲ $49,991
Net Assets With Donor Restrictions$15,019$25,000▲ $9,981
Total Net Assets Fund Balance$4,212,827$4,272,799▲ $59,972
Total Liabilities and Net Assets / Fund Balance$4,212,827$4,272,799▲ $59,972

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$226,339$176,554$402,893
Buildings$47,822$73,411$121,233
Equipment$1,072$109,562$110,634
Other Assets Org$3,230--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
John RobertsPresident
Bill McsweeneyMember
Chris RosalMember
Christine Kooch JacobusMember
Henry RobertsMember
John TaylorMember
Phillip JacobusMember
Michael CastilloTreasurer
Mat CasfordVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$163,352
Program Service Revenue
$0
Investment Income
$12,290
Other Revenue
$16,142
All Other Contributions
$149,427
Change in Net Assets
$20,688

Audited Revenue Reconciliation

Revenue per Audited Statements
$191,456
Revenue Not Reported on Financial Statements
$328
Revenue Not Reported on Form 990
$49,204
Total Revenue per Audited Statements
$240,660
Total Revenue per Form 990
$191,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$171,096
Total Fundraising Expense$13,931
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$32,634--$32,634
All Other Expenses$17,114$6,010$4,031$27,155
Information Technology$4,466$6,133$6,133$16,732
Advertising$13,507--$13,507
Insurance$12,714--$12,714
Travel$6,158-$1,539$7,697
Other Expenses$6,636--$6,636
Office Expenses$3,753$446$2,228$6,427
Fees for Services Other-$5,631-$5,631
Occupancy$1,588--$1,588
Fees for Service Investment Mgmnt Fees-$328-$328
Total Functional Expenses$138,617$18,548$13,931$171,096

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$180,688
Total Expenses per Form 990$171,096
Expenses per Audited Statements$170,768
Expenses Not Reported on Form 990$9,920
Expenses Not Reported on Financial Statements$328
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 35% controlled entity
No
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 2

“Phillip jacobus christine (kooch) jacobus board member board member son & mother john roberts henry roberts president board member father & son”

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

“The board of directors receives an electronic copy of the tax return from the cpa that prepares the return prior to its being filed and reviews the reported information.”

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

“Board members are required to provide written disclosure annually certifying they are in compliance with the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“The organization makes available its governing documents and financial statements to the public upon request.”

Filing and Contact Details

Filer

Filer Name
New Mexico Steam Locomotive &
EIN
85-0455673
Phone
5052462926
Address
PO BOX 27270, ALBUQUERQUE, NM 87125-7270

Signing Officer

Name
John Roberts
Title
President
Phone
5052462926
Signed
2025-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Roberts
Formed
1997
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
45

Preparer

Firm
Hinkle Landers Pc
Address
2500 9TH ST NW, ALBUQUERQUE, NM 87102-1055
Preparer
Farley Vener
Phone
5058838788
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Large equipment & tools 5,848 0 0 telephone 2,112 2,111 0 security 2,070 2,069 0 volunteer services 3,332 392 196 fundraising 0 0 3,835 miscellaneous 2,626 0 0 credit card fees 0 1,438 0 small tools 495 0 0 licenses & permits 376 0 0 dues & subscriptions 255 0 0 total 17,114 6,010 4,031”

Financial Statement Notes

Schedule D, Page 3, Part X

“The society is a non-profit organization that is exempt from federal income taxes under section 501(c)(3) of the internal revenue code and comparable state law as a charitable organization whereby only unrelated business income, as defined by section 509(a)(1) of the code is subject to federal income tax. The society currently has no unrelated business income. Accordingly, no provision for income taxes has been recorded.”

Raw XML AppendixShowing 400 of 471 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/Form990PartVIISectionAGrp/PersonNm1MAT CASFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL CASTILLO
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0A VOLUNTEER LOBBIED THE STATE OF NEW MEXICO IN 2024 TO SECURE FUNDING FOR RENOVATIONS AT THE ALBUQUERQUE RAIL YARDS AND WAS SUCCESSFUL IN GETTING 200,000 FOR THE CONSTRUCTION OR RENOVATION OF RAILROAD INFRASTRUCTURE AND HISTORIC AND NEW FACILITIES. THE CITY OF ALBUQUERQUE IS THE FISCAL AGENT FOR THESE FUNDS SO THEY WILL GO TO, AND BE MANAGED BY, THE CITY OF ALBUQUERQUE AND NOT THE NEW MEXICO STEAM LOCOMOTIVE. THE LOBBYIST DID NOT CHARGE NMHR FOR THE LOBBYING EFFORT, NOR DO WE KNOW THE AMOUNT OF TIME SPENT LOBBYING. THE FUNDS ARE "CAPITAL OUTLAY FUNDS" FROM THE 2024 LEGISLATIVE SESSION.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART II-B, LINE 1
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY IS A NON-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE IS SUBJECT TO FEDERAL INCOME TAX. THE SOCIETY CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PHILLIP JACOBUS CHRISTINE (KOOCH) JACOBUS BOARD MEMBER BOARD MEMBER SON & MOTHER JOHN ROBERTS HENRY ROBERTS PRESIDENT BOARD MEMBER FATHER & SON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS RECEIVES AN ELECTRONIC COPY OF THE TAX RETURN FROM THE CPA THAT PREPARES THE RETURN PRIOR TO ITS BEING FILED AND REVIEWS THE REPORTED INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO PROVIDE WRITTEN DISCLOSURE ANNUALLY CERTIFYING THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LARGE EQUIPMENT & TOOLS 5,848 0 0 TELEPHONE 2,112 2,111 0 SECURITY 2,070 2,069 0 VOLUNTEER SERVICES 3,332 392 196 FUNDRAISING 0 0 3,835 MISCELLANEOUS 2,626 0 0 CREDIT CARD FEES 0 1,438 0 SMALL TOOLS 495 0 0 LICENSES & PERMITS 376 0 0 DUES & SUBSCRIPTIONS 255 0 0 TOTAL 17,114 6,010 4,031
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
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