Civic Intelligence

Southern Oregon Railway Historical Society

EIN 93-0683358 • 501(c)3 • Medford, OR

Profile

Historic preservation and education

PO Box 622Medford, OR 97501

www.soc-nrhs.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

61st percentile

3.7%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-69%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$408,022

Up $14,386 (+3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$408,022

Up $14,386 (+3.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin93rd percentile

Revenue

Down

$22,388

Down $50,039 (-69%) from 2023

Expenses

Down

$8,002

Down $1,246 (-13%) from 2023

Net Income

Down

$14,386

Down $48,793 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$600K$400K$200K$0Assets 2011: $136,280Liabilities 2011: $02011Assets 2012: $188,151Liabilities 2012: $02012Assets 2013: $204,739Liabilities 2013: $02013Assets 2014: $225,829Liabilities 2014: $02014Assets 2015: $246,852Liabilities 2015: $02015Assets 2016: $258,850Liabilities 2016: $02016Assets 2017: $264,023Liabilities 2017: $02017Assets 2018: $280,356Liabilities 2018: $02018Assets 2019: $293,242Liabilities 2019: $02019Assets 2020: $299,973Liabilities 2020: $02020Assets 2021: $322,947Liabilities 2021: $02021Assets 2022: $330,457Liabilities 2022: $0Net Assets 2022: $330,4572022Assets 2023: $393,636Liabilities 2023: $0Net Assets 2023: $393,6362023Assets 2024: $408,022Liabilities 2024: $0Net Assets 2024: $408,0222024

Highlighted filing

2024

Assets$408,022
Liabilities$0
Net Assets$408,022
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2011: $14,250Expenses 2011: $8,162Net Income 2011: $6,0882011Revenue 2012: $58,404Expenses 2012: $64,580Net Income 2012: -$6,1762012Revenue 2013: $22,432Expenses 2013: $64,989Net Income 2013: -$42,5572013Revenue 2014: $28,335Expenses 2014: $31,613Net Income 2014: -$3,2782014Revenue 2015: $29,002Expenses 2015: $9,895Net Income 2015: $19,1072015Revenue 2016: $15,099Expenses 2016: $9,575Net Income 2016: $5,5242016Revenue 2017: $13,777Expenses 2017: $24,450Net Income 2017: -$10,6732017Revenue 2018: $29,541Expenses 2018: $13,208Net Income 2018: $16,3332018Revenue 2019: $20,247Expenses 2019: $12,661Net Income 2019: $7,5862019Revenue 2020: $14,488Expenses 2020: $7,757Net Income 2020: $6,7312020Revenue 2021: $45,762Expenses 2021: $22,788Net Income 2021: $22,9742021Revenue 2022: $19,598Expenses 2022: $12,088Net Income 2022: $7,5102022Revenue 2023: $72,427Expenses 2023: $9,248Net Income 2023: $63,1792023Revenue 2024: $22,388Expenses 2024: $8,002Net Income 2024: $14,3862024

Highlighted filing

2024

Revenue$22,388
Expenses$8,002
Net Income$14,386
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$408,022
Liabilities
$0
Net assets
$408,022
Revenue
$22,388
Expenses
$8,002
Net income
$14,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.22$0.08$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.72$0.09$0.63
2022Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.20$0.12$0.08
2021Summary only. Only limited summary data is available for this year.$3.23$0.00$0.46$0.23$0.23
2020Summary only. Only limited summary data is available for this year.$3.00$0.00$0.14$0.08$0.07
2019Summary only. Only limited summary data is available for this year.$2.93$0.00$0.20$0.13$0.08
2018Summary only. Only limited summary data is available for this year.$2.80$0.00$0.30$0.13$0.16
2017Summary only. Only limited summary data is available for this year.$2.64$0.00$0.14$0.24$0.11
2016Summary only. Only limited summary data is available for this year.$2.59$0.00$0.15$0.10$0.06
2015Summary only. Only limited summary data is available for this year.$2.47$0.00$0.29$0.10$0.19
2014Summary only. Only limited summary data is available for this year.$2.26$0.00$0.28$0.32$0.03
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$0.22$0.65$0.43
2012Summary only. Only limited summary data is available for this year.$1.88$0.00$0.58$0.65$0.06
2011Summary only. Only limited summary data is available for this year.$1.36$0.00$0.14$0.08$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 11, 2024
Return Version
2023v5.0
Gross Receipts
$26,615
Mission and Program Overview

Mission

Historic preservation and education

Program Services

DescriptionGrantsExpenses
Develop, maintain, and operate a railroad museum at the Medford Railroad Park. Included in the museum operations is the publication of a newsletter and maintaining a web site. Prior to the Covid 19 pandemic, the museum averaged 7000 visitors per year$0$8,002
Acquire, preserve, and/or restore historic railroad equipment and other railroad artifacts$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce KellyPresident-$0--
Richard E WalchVice President-$0--
Christine ManleySecretary-$0--
Gerald A HellingaTreasurerPT$0--
Allen DobneyAdvisory Council MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Southern Oregon Railway Historical Society
EIN
93-0683358
Phone
5419442230
Address
PO Box 622, Medford, OR 97501

Signing Officer

Name
Gerald Hellinga
Title
Treasurer
Phone
5419442230
Signed
2024-11-11
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Bank Fees;64|Insurance;4446|Web site host;384|State of Oregon fees;223|Museum display expenses;626^Total;5743^”

Form 990-EZ, Part II, Line 24

“Description;EOY Amount^Value of historic railroad equipment and artifacts;224219^Total;224219^”

Raw XML Appendix194 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Advisory Council Member
IRS990EZ/OperateHospitalInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Bank Fees;64|Insurance;4446|Web site host;384|State of Oregon fees;223|Museum display expenses;626^Total;5743^
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerald Hellinga
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05419442230
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN OREGON RAILWAY HISTORICAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0930683358
ReturnHeader/Filer/PhoneNum05419442230
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ReturnHeader/Filer/USAddress/CityNm0Medford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-11T16:24:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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