Sumpter Valley Railroad Restoration Inc

EIN: 930658352 501(c)(3) Arts, Culture & Humanities

Baker City, OR

Total Revenue
$220,723
Total Expenses
$126,608
Total Assets
$1,040,330
Net Assets
$1,019,530
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Financial Trends

Organization Details

Formation Year
1971
Legal Domicile
OR
Principal Officer
Steve Warden
Phone
5415249428
Tax Period
2023-01-01 to 2023-12-31

Sumpter Valley Railroad Restoration Inc, founded in 1971, is a small nonprofit in the Arts, Culture & Humanities sector that reported $221K in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94K, a strong 43% operating margin.

Mission

Acquire, restore and operate portions of the former narrow logging operation of the Sumpter Valley Railway Company. We offer schools the opportunity for children to participate in a train ride, learn how a steam locomotive works and how this equipment was used in the early early days of logging in Oregon. We also offer adults the ability to 'step back in time and witness the operation of a steam railroad. We have a complete narration of our train ride, one that not only gives a good safe perspective, but an excellent history lesson on steam trains, and the operation of the Sumpter Valley Railway Company of old.Planning is in progress to install a loop track at the end near the Sumpter Valley Dredge Heritage State Park to better serve the public and our operations. We will continue to be an active partner with the state and the city of Sumpter.As is the case each year, we make strides forward, and continue to grow in membership and volunteers. Every one of our volunteers are proud of th

Program Service Accomplishments

Program 1
Expenses: $126,608

Statement of tax exempt purpose of Sumpter Valley Railroad Restoration, Inc.The primary purpose of the Sumpter Valley Railroad Restoration, Inc. is to acquire, retore and operate portions of the...

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Statement of tax exempt purpose of Sumpter Valley Railroad Restoration, Inc.The primary purpose of the Sumpter Valley Railroad Restoration, Inc. is to acquire, retore and operate portions of the former narrow logging operation of the Sumpter Valley Railway Company, and related logging companies. As part of that charge, education of our youth in the field of steam railroad operation is a paramount concern to us. To that end, we offer area schools the opportunity for their children to visit our site, participate in a train ride, learn how a steam locomotive works and how this equipment was used in the early days of logging in Eastern Oregon. We also offer the adult population the ability to 'step back in time and witness the operation of a steam railroad. We have a complete narration of our train ride, one that not only gives a good, safe perspective, but an excellent history lesson on steam trains, and the operation of the Sumpter Valley Railway Company of old.Planning is in progress to install a loop track at the end near the Sumpter Valley Dredge Heritage State Park to better serve the public and our operations. We will continue to be an active partner with the State of Oregon and the City of Sumpter.As is the case each year, we make strides forward, and continue to grow in membership and volunteers. Every one of our volunteers are proud of their participation, and are eager to talk railroads with our visitors, both young and old.

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Trantor Score

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

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $69,412
Program Service Revenue $112,342
Investment Income $3,650
Other Revenue $35,319
TOTAL REVENUE $220,723

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $126,608
Other Expenses $126,608
TOTAL EXPENSES $126,608

Year-over-Year Comparison

2023 2022 Change
Revenue $220,723 $151,018 +0.5%
Expenses $126,608 $177,485 -0.3%
Net Income $94,115 $-26,467 -4.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
N/A
Employees
N/A
Volunteers
57

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
5
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Caden Wood Vice President 5.00
Officer Director
$0 $0 $0
Loretta Donnelly President 5.00
Officer Director
$0 $0 $0
John Derderian Director 3.00
Director
$0 $0 $0
Jon Franklin Director 3.00
Director
$0 $0 $0
Steve Howes Treasurer 5.00
Officer Director
$0 $0 $0
Bryan Cooper Secretary 5.00
Officer Director
$0 $0 $0
Matt Mattioda Director 3.00
Director
$0 $0 $0
Matt Kemper Director 3.00
Officer Director
$0 $0 $0
Steve Howes Treasurer 5.00
Director
$0 $0 $0
Jim Grigsby Director 3.00
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 No data No data No data No data
2023 $220,723 $126,608 $1,040,330 $94,115
2022 $151,018 $177,485 $925,418 $-26,467
2021 $186,209 $117,446 $951,882 $68,763
2020 $69,067 $107,460 $883,119 $-38,393
2019 $282,342 $147,863 $921,512 $134,479
2018 $143,628 $109,703 $787,033 $33,925
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