Nonprofit · EIN 77-0071257
SOUTH BAY HISTORICAL RAILROAD SOCIETY INC
Tax-exempt · SANTA CLARA, CA 95050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $194,600 | $216,284 | -$21,684 | $1,019,038 | $1,238 | $1,017,800 |
| June 30, 2024 | 990 | $216,498 | $383,214 | -$166,716 | $1,040,124 | $640 | $1,039,484 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $37,466
- Membership dues
- $29,020
- Program service revenue
- $0
- Investment income
- $151,998
- Net rental income
- $2,647
- Net gain from sales of assets
- $133,425
- Other revenue
- $5,136
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $195
- Depreciation
- $53,201
- Program services (functional)
- $179,417
- Management and general (functional)
- $36,867
Balance sheet and other
- Total assets, start of year
- $1,040,124
- Total assets, end of year
- $1,019,038
- Total liabilities, end of year
- $1,238
- Net assets, end of year
- $1,017,800
- Land, buildings and equipment
- $455,011
- Gross receipts
- $318,682
- Employees
- 0
- Volunteers
- 46
- Year formed
- 1985
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL STOCKWELL | CHAIRMAN Trustee or director, Officer | 4 | $0 |
| JOHN WILEY | PRESIDENT Trustee or director, Officer | 6 | $0 |
| VANCE JOHNSON | VICE PRESIDENT Trustee or director, Officer | 8 | $0 |
| CHUCK STED | TREASURER Trustee or director, Officer | 22 | $0 |
| PAUL GILLESPIE | SECRETARY Trustee or director, Officer | 4 | $0 |
| LLOYD DARKNELL | BOARD MEMBER Trustee or director | 12 | $0 |
| DAVID BRUNDNICKI | BOARD MEMBER Trustee or director | 12 | $0 |
| JAMES BARTOLOTTA | DIRECTOR Trustee or director | 10 | $0 |
| KRISTOPHER BORGEN | ASSISTANT TREASURER Trustee or director, Officer | 11 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL STOCKWELL | CHAIRMAN Trustee or director, Officer | 4 | $0 |
| JOHN WILEY | PRESIDENT Trustee or director, Officer | 6 | $0 |
| VANCE JOHNSON | VICE PRESIDENT Trustee or director, Officer | 8 | $0 |
| CHUCK STED | TREASURER Trustee or director, Officer | 22 | $0 |
| PAUL GILLESPIE | SECRETARY Trustee or director, Officer | 4 | $0 |
| LLOYD DARKNELL | BOARD MEMBER Trustee or director | 12 | $0 |
| DAVID BRUNDNICKI | BOARD MEMBER Trustee or director | 12 | $0 |
| JAMES BARTOLOTTA | DIRECTOR Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1005 RAILROAD AVE, SANTA CLARA, CA 95050-4319
- Principal officer (990 for 2024)
- KRISTOFFER BORGEN, 1005 RAILROAD AVE, SANTA CLARA, CA 950504319
- Signed the 990
- KRISTOFFER BORGEN, ASSISTANT TREASURER
- Phone
- (408) 243-3969
- Website
- WWW.SBHRS.ORG
- Return prepared by
- PPCO ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0071257 or by the name SOUTH BAY HISTORICAL RAILROAD SOCIETY INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
RAILROAD MUSEUM, LIBRARY, AND COMMUNITY MEETING ROOM A) ACQUIRED RAILROAD-RELATED ARTIFACTS, BOOKS AND VIDEOS, B)PROVIDED MEETING FACILITIES FOR LOCAL HISTORICAL ORGANIZATIONS SUCH AS NATIONAL RAILWAY HISTORICAL SOCIETY, MODERN TRANSIT SOCIETY, SANTA CLARA VALLEY RAILROAD ASSOCIATION, AND HERITAGE COUNCIL OF SANTA CLARA COUNTY, C) MAINTAINED AND OPERATED A RAILROAD HISTORY MUSEUM, FEATURING MANY ARTIFACTS, INCLUDING SEVERAL HANDS-ON EXHIBITS AND SCALE OPERATING DISPLAYS. WE ENTERTAINED OVERSEAS VISITORS FROM ENGLAND, JAPAN, INDIA, SWITZERLAND, CANADA, FRANCE, GERMANY, ISRAEL, SINGAPORE, AND THE NETHERLANDS, VISITORS FROM MANY OF THE STATES IN THE UNITED STATES, AS WELL AS VISITORS FROM ALL OVER CALIFORNIA.
Program accomplishments
- RAILROAD MUSEUM, LIBRARY, AND COMMUNITY MEETING ROOM: A) ACQUIRED RAILROAD-RELATED ARTIFACTS, BOOKS AND VIDEOS; B) PROVIDED MEETING FACILITIES LOCAL HISTORICAL ORGANIZATIONS SUCH AS THE NATIONAL RAILWAY HISTORICAL SOCIETY, BROTHERHOOD OF LOCOMOTIVE ENGINEERS, PCJPB, SCVRA, ETC. OPERATE A RAILROAD MUSEUM, SCALE MODEL DISPLAY, AND ENTERTAIN FOREIGN VISITORS.Expenses $64,481
- RESTORATION OF HISTORICAL RAILROAD STRUCTURES A) MAINTENANCE AND UPKEEP OF RESTORED DEPOT, BUILT IN 1863. ALL VOLUNTEER LABOR DONATED AND NOT COSTED; B) RESORATION OF INTERLOCKING CONTROL TOWER AND TWO OUTBUILDINGS. THE RENT CHARGE OF $24K FOR THE YEAR WERE OFFSET BY RENT CREDITS AWARDED BY THE JPB IN EXCHANGE FOR VOLUNTEER HOURS.Expenses $114,936
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0071257
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,019,038
- Income (IRS master file)
- $318,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $194,600 | $216,284 | $1,019,038 | IRS |
| 990 | June 2024 | $216,498 | $383,214 | $1,040,124 | XML |
| 990 | June 2023 | $258,415 | $222,340 | $1,207,859 | IRS |
| 990 | June 2022 | $175,182 | $201,490 | $1,171,092 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0071257).
Questions about SOUTH BAY HISTORICAL RAILROAD SOCIETY INC
- What is the EIN of SOUTH BAY HISTORICAL RAILROAD SOCIETY INC?
- The employer identification number (EIN) of SOUTH BAY HISTORICAL RAILROAD SOCIETY INC is 77-0071257.
- Is SOUTH BAY HISTORICAL RAILROAD SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SOUTH BAY HISTORICAL RAILROAD SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH BAY HISTORICAL RAILROAD SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH BAY HISTORICAL RAILROAD SOCIETY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH BAY HISTORICAL RAILROAD SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTH BAY HISTORICAL RAILROAD SOCIETY INC?
- The 990 for the year ended June 30, 2025 names KRISTOFFER BORGEN.
- Who are the officers and directors of SOUTH BAY HISTORICAL RAILROAD SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SOUTH BAY HISTORICAL RAILROAD SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $194,600, expenses of $216,284 and total assets of $1,019,038 at year end.
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