2025-11-10T14:06:36-06:00 2024-12-31 630721243 BORLAND BENEFIELD PC 800 SHADES CREEK PARKWAY STE 875 BIRMINGHAM AL 35209 990 2024-01-01 636057050 HEART OF DIXIE RAILROAD MUSEUM INC HEAR 2056683435 PO BOX 727 CALERA AL 35040 DAVID BREWER EXECUTIVE DIRECTOR 2056683435 2025-10-30 1 0 JEFF A O'NEAL P00833275 2058027212 2025-10-28 2024 2025-03-06 01:10:19Z DAVID BREWER 1919 9TH STREET CALERA AL 35040 1073461 0 X WWW.HODRRM.ORG X 1963 AL PRESERVATION, RESTORATION, OPERATION OF HISTORICALLY SIGNIFICANT RAILWAY EQUIPMENT 9 9 3 113 0 0 42885 31332 939949 927495 27568 24328 15459 51066 1025861 1034221 0 0 0 0 118173 124168 0 0 0 1054024 915362 1172197 1039530 -146336 -5309 2829756 2817704 19596 12853 2810160 2804851 PRESERVATION, RESTORATION, AND OPERATION OF HISTORICALLY SIGNIFICANT RAILWAY EQUIPMENT IN ORDER TO PRESERVE THE RICH HISTORY OF THE RAILROAD INDUSTRY THROUGHOUT ALABAMA AND THE NATION. 0 0 171308 676652 LOCOMOTIVE EXHIBITS - EVENTS ARE HELD THROUGHOUT THE YEAR WHICH SERVE TO PRESERVE THE HISTORY OF ALABAMA AND AMERICAN RAILWAY HISTORY. EXAMPLES OF SUCH EVENTS ARE THE WILD WEST DAY, CHRISTMAS AT THE STATION, FALL FOLIAGE SPECIAL, PUMPKIN JUNCTION, AND SHELBY & SOUTHERN RAILROAD. 236374 RESTORATION - RESTORATION OF THE TRACK AND CARS TO PRESERVE ALABAMA AND AMERICAN HISTORY. 476506 290083 476506 290083 884188 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X SANDRA DUDLEY 2056683435 1919 9TH STREET CALERA AL 35040 JOHN BROWNING TRUSTEE 1.00 X 0 0 0 JIMMY SUMMERS PRESIDENT 1.00 X X 0 0 0 GARY GARNER VICE PRESIDENT 1.00 X X 0 0 0 SEAN DEAN SECRETARY 1.00 X X 0 0 0 PITTMAN OWEN TRUSTEE 1.00 X 0 0 0 JASON PARHAM TRUSTEE 1.00 X 0 0 0 RANDY POWELL TREASURER 1.00 X X 0 0 0 PATRICK REYNOLDS TRUSTEE 1.00 X 0 0 0 MATTHEW STITT TRUSTEE 1.00 X 0 0 0 DAVID BREWER EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 3942 25000 2390 31332 EVENT INCOME 900099 817700 817700 TRAIN RIDE INCOME 900099 47901 47901 OZAN CHARTER INCOME 900099 44667 44667 CHARTER TRAIN INCOME 900099 17227 17227 927495 24328 24328 78480 39240 39240 39240 BILLBOARD RENTAL INCOM 900099 8400 8400 OTHER 900099 3426 3426 11826 1034221 966735 0 36154 X 115395 115395 8773 8773 112190 112190 17595 17595 680 680 40768 40768 53466 53466 EVENTS 171308 171308 CAR DEPARTMENT 127933 127933 TRACK 108441 108441 UTILITIES 69650 69650 213331 199752 13579 1039530 884188 155342 0 77396 85729 100 100 39910 37994 3096573 952697 2184645 2143876 527705 550005 2829756 2817704 19596 12853 19596 12853 X 2810160 2804851 2810160 2804851 2829756 2817704 -5309 0 X 1 X 0 0 0 X 56685 51374 95505 42885 31332 277781 126368 741346 913357 884222 1005975 3671268 183053 792720 1008862 927107 1037307 3949049 0 0 0 3949049 30851 -6574 1904 27568 24328 78077 30851 -6574 1904 27568 24328 78077 213904 786146 1010766 954675 1061635 4027126 0.98060 0.98310 0.01940 0.01690 X X 0 1646630 1646630 1273460 798772 474688 176483 153925 22558 2143876 MUTUAL FUND 550005 F 550005 PART III, LINE 1A: TEXT OF FOOTNOTE RELATING TO SFAS 116 (ASC 958) THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE MUSEUM'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED,OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICETED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PART III, LINE 4: THE MUSEUM'S ROLLING STOCK AND EQUIPMENT COLLECTION CONTAINS PIECES SPANNING THE TIME PERIOD FROM AS EARLY AS 1890 AND AS LATE AS 2005. THE COLLECTION CONTAINS ORDINARY PIECES SUCH AS CABOOSES AND FLATCARS ALONG WITH UNIQUE PIECES SUCH AS CLUB CARS, PASSENGER CARS, A DINER, AND A RARE DOMED OBSERVATION CAR. ALONG WITH PASSENGER AND FREIGHT ROSTERS, THE MUSEUM MAINTAINS AND, IN SOME CASES, STILL USES MAINTENANCE-OF-WAY CARS INCLUDING CRANES, DERRICKS, HANDCARS, AND A VELOCIPEDE. THESE EXHIBITS FUNCTION AS BOTH A UNIQUE MEANS OF TOURISM AND RECREATION AND A WAY TO PRESERVE THE RICH HISTORY OF ALABAMA AND OUR NATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION ELECT THE MEMBERS OF THE GOVERNING BODY AT THEIR ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE NOMINATES CANDIDATES TO FILL VACANCIES ON THE BOARD OF DIRECTORS. THESE CANDIDATES ARE THEN SUBMITTED TO THE GENERAL MEMBERSHIP OF THE ORGANIZATION AT THEIR ANNUAL MEETING. THE GENERAL MEMBERSHIP VOTES ON THE CANDIDATES TO FILL THE VACANT POSITIONS. 3 MEMBERS OF THE BOARD ROLL OFF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION A, LINE 11: A DRAFT OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION FOR BOARD REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF THEIR TERM ON THE BOARD, EACH BOARD MEMBER SIGNS AND DATES A "BOARD OF DIRECTOR'S CODE OF ETHICS AND CONFIDENTIALITY POLICY" WHICH INCLUDES A "CONFLICT OF INTEREST POLICY." UNDER THIS POLICY,EACH BOARD MEMBER ACKNOWLEDGES THAT THEY SHALL DISCLOSE TO THE BOARD OR THE APPROPRIATE COMMITTEE ANY POTENTIAL CONFLICT OF INTEREST TRANSACTION PRIOR TO THE TRANSACTION OCCURRING. THEY SHALL PROVIDE THE MATERIAL FACTS OF THE TRANSACTION AND THE INDIVIDUAL'S RELATIONSHIP OR INTEREST IN THE TRANSACTION. UPON SUCH DISCLOSURE, THE INDIVIDUAL WILL TAKE NO FURTHER PART IN THE MEETING DURING WHICH THE PROPOSAL IS CONSIDERED AND VOTED ON. THE BOARD OR COMMITTEE THEN DETERMINES IF THE TRANSACTION IS FAIR TO THE ORGANIZATION AND MUST APPROVE THE TRANSACTION WITHOUT PARTICIPATION OF THE INDIVIDUAL. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS DETERMINED AND APPROVED BY THE BOARD OF TRUSTEES, WHO UTILIZED COMPARABLE DATA FROM SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS TO DERIVE THE APPROPRIATE COMPENSATION. THIS PROCESS WAS DOCUMENTED IN THE BOARD OF TRUSTEE'S MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES AVAILABLE ITS FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION UPON REQUEST AT THE ORGANIZATION'S PLACE OF BUSINESS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES/DUES: PROGRAM SERVICE EXPENSES 7,395. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,395. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 104,795. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,795. FORM 990, PART IX, LINE 24E SILVER CUISINE: PROGRAM SERVICE EXPENSES 57,799. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,799. FACILITY IMPROVEMENTS: PROGRAM SERVICE EXPENSES 28,243. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,243. FAREHARBOR CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 26,083. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,083. LOCOMOTIVES: PROGRAM SERVICE EXPENSES 20,506. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,506. SUPPLIES: PROGRAM SERVICE EXPENSES 18,881. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,881. RESTORATION: PROGRAM SERVICE EXPENSES 14,331. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,331. MARKETING: PROGRAM SERVICE EXPENSES 9,188. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,188. ANNUAL BANQUET: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,016. SUPPORT EQUIPMENT: PROGRAM SERVICE EXPENSES 7,515. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,515. MUSEUM DISPLAY: PROGRAM SERVICE EXPENSES 5,546. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,546. MODEL RAILROAD: PROGRAM SERVICE EXPENSES 4,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000. BRIDGE INSPECTION: PROGRAM SERVICE EXPENSES 3,159. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,159. TRAINING AND SAFETY: PROGRAM SERVICE EXPENSES 3,016. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,016. MEMBERSHIP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,681. OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 900. MEMBERSHIP MEETING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 895. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 895. CHARTER EXPENSE: PROGRAM SERVICE EXPENSES 814. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 814. BOONE LIBRARY: PROGRAM SERVICE EXPENSES 671. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 671. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 589. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 589. ADMIN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 377. BANK SERVICE CHARGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 121. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 121.