NEW MEXICO STEAM LOCOMOTIVE & RAILROAD HISTORICAL SOCIETY (EIN 850455673) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

JOHN ROBERTS

Phone

5052462926

Tax Period

2024-01-01 to 2024-12-31

NEW MEXICO STEAM LOCOMOTIVE & RAILROAD HISTORICAL SOCIETY, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $192K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $171K left a modest 11% surplus.

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $163,352

Program Service Revenue $0

Investment Income $12,290

Other Revenue $16,142

TOTAL REVENUE $191,784

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $13,931

Program Expenses $138,617

Other Expenses $171,096

TOTAL EXPENSES $171,096

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,784	$175,328	+0.1%
Expenses	$171,096	$158,994	+0.1%
Net Income	$20,688	$16,334	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ROBERTS	PRESIDENT	16.00	Officer Director	$0	$0	$0
MAT CASFORD	VICE PRESIDE	16.00	Officer Director	$0	$0	$0
MICHAEL CASTILLO	TREASURER	16.00	Officer Director	$0	$0	$0
PHILLIP JACOBUS	MEMBER	8.00	Director	$0	$0	$0
HENRY ROBERTS	MEMBER	8.00	Director	$0	$0	$0
JOHN TAYLOR	MEMBER	8.00	Director	$0	$0	$0
CHRIS ROSAL	MEMBER	8.00	Director	$0	$0	$0
BILL MCSWEENEY	MEMBER	8.00	Director	$0	$0	$0
CHRISTINE KOOCH JACOBUS	MEMBER	8.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$191,784	$171,096	$4,272,799	$20,688
2023	$175,328	$158,994	$4,212,827	$16,334
2022	$286,830	$97,908	$4,142,154	$188,922
2021	$144,991	$68,024	$3,861,207	$76,967
2020	$169,573	$61,700	$3,712,617	$107,873
2019	$188,563	$82,155	$3,574,317	$106,408
2018	$218,652	$83,584	$3,306,340	$135,068

NEW MEXICO STEAM LOCOMOTIVE & RAILROAD HISTORICAL SOCIETY