2024-11-07T12:09:52-06:00 2023-12-31 201317788 BOWERS & COMPANY CPAS PLLC 333 W WASHINGTON ST SUITE 500 SYRACUSE NY 13202 990 2023-01-01 810740934 SHORT LINE SAFETY INSTITUTE SHOR 2025853446 50 F STREET NW STE 500 WASHINGTON DC 200011507 THOMAS MURTA EXEC DIRECTOR 2025853446 2024-11-07 1 1 ELIZABETH A BUSH P01264627 3152341100 2024-11-07 2023 2024-10-15 13:58:12Z THOMAS MURTA 50 F STREET NW SUITE 500 WASHINGTON DC 20001 3562294 0 X SHORTLINESAFETY.ORG X 2015 DC TO PROVIDE THE LEADERSHIP TO ENHANCE THE SAFETY CULTURE AND SAFETY CONFORMANCE OF SHORT LINE AND REGIONAL RAILROADS THROUGH ASSESSMENT, EDUCATION AND TRAINING. 8 8 6 0 0 0 2700682 3506687 0 55520 11 87 0 0 2700693 3562294 0 0 0 0 1205100 1377232 0 0 0 1497947 2176086 2703047 3553318 -2354 8976 447343 495244 407116 446041 40227 49203 X TO PROVIDE THE LEADERSHIP TO ENHANCE THE SAFETY CULTURE AND SAFETY CONFORMANCE OF SHORT LINE AND REGIONAL RAILROADS THROUGH ASSESSMENT, EDUCATION AND TRAINING. 0 0 1277455 SAFETY CULTURE ASSESSMENTS - A VOLUNTARY, CONFIDENTIAL, MULTI-METHOD ASSESSMENT OF THE SAFETY CULTURE AND SAFETY PERFORMANCE OF SHORT LINE REGIONAL RAILROADS. 1001884 HAZARDOUS MATERIALS TRAINING PROGRAM - THE PROGRAM ENSURES EMPLOYEES ARE CONVERSANT AND COMPLIANT WITH THE REGULATIONS REGARDING THE TRANSPORTATION OF HAZARDOUS MATERIALS, PROVIDES FUNCTION SPECIFIC TRAINING, AND REVIEWS EMERGENCY RESPONSE PROCEDURES. 377981 EDUCATION AND TRAINING - PROVIDES EDUCATION AND TRAINING TO IMPROVE THE SAFETY AND SAFETY CULTURE OF SHORT LINE REGIONAL RAILROADS BASED ON THE DATA AND INFORMATION GATHERED THROUGH THE ASSESSMENTS, COLLABORATION WITH OTHER STAKEHOLDERS, AND RESEARCH. 313848 STRATEGIC PLANNING- IN CONCERT WITH ITS BOARD OF DIRECTORS AND BOARD OF ADVISORS, THE INSTITUTE WILL DEVELOP A STRATEGIC OUTLINE FOR THE PROJECT REGARDING THE FOUR PILLARS AND OTHER TASKS AND HOW THE SHORT AND LONG TERM OBJECTIVES OF THE PROJECT WILL BE MET. EXPENSES $159,544. INCLUDING GRANTS OF $0. REVENUE OF $0.COMMUNICATIONS - THE INSTITUTE DEVELOPED THE INSTITUTE'S EXTERNAL COMMUNICATIONS STRATEGIES, TOOLS AND PRODUCTS ENGAGED IN OUTREACH TO EDUCATE AND PROMOTE THE INSTITUTE TO KEY STAKEHOLDERS (E.G. RAILROADS, REGULATORY BODIES, LEGISLATURES, MEDIA, AND THE PUBLIC). EXPENSES $51,303. INCLUDING GRANTS OF $0. REVENUE OF $0.COLLABORATION - THE INSTITUTE COLLABORATES AND REMAINS INVOLVED WITH ENTITIES AND GROUPS, IN ADDITION TO THE ASLRRA, FRA, VOLPE AND UCONN INCLUDING CLOSE COOPERATION WITH CLASS I RAILROADS, THE RAIL REGULATORS AND THE RAIL INDUSTRY IN CANADA, THE INSURANCE INDUSTRY, SHIPPERS, ANDOTHER GROUPS AND ASSOCIATIONS THAT ARE INVOLVED IN SAFETY ISSUES ORSAFETY CULTURE IMPROVEMENT, AND FEDERAL AND STATE REGULATORS ANDAGENCIES.EXPENSES $97,816. INCLUDING GRANS OF $0. REVENUE OF $0.PROJECT PLANNING - EXPENSES $5,185. INCLUDING GRANS OF $0. REVENUE OF $0. 313848 2971168 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JILL MEDEIROS 2025682821 50 F STREET NW SUITE 500 WASHINGTON DC 20001 THOMAS MURTA EXECUTIVE DIRECTOR 40.00 X X 284943 0 86081 MATT WALSH CHAIRPERSON 2.00 X 0 0 0 JUSTIN BROYLES BOARD MEMBER 2.00 X 0 0 0 CHUCK BAKER BOARD MEMBER 2.00 X 0 0 0 JANET GILBERT BOARD MEMBER 2.00 X 0 0 0 ROSE LANG-POSTON BOARD MEMBER 2.00 X 0 0 0 DAN SABIN BOARD MEMBER 2.00 X 0 0 0 JARED MARTIN BOARD MEMBER 2.00 X 0 0 0 MITCH HARRIS BOARD MEMBER 2.00 X 0 0 0 SAM COTTON DIRECTOR OF SAFETY CULTURE 40.00 X 162898 0 77382 JULIA LEONE MANAGER OF RESEARCH AND ORGANIZATIONAL DEVELOPMENT 40.00 X 107292 0 39618 JILL MEDEIROS DIRECTOR OF ADMINISTRATION 40.00 X 171176 0 55178 JOHN WALSH DIRECTOR OF HAZMAT TRAINING 40.00 X 168758 0 53860 895067 0 312119 5 0 1 0 0 3506687 3506687 PROGRAM REVENUE 900099 55520 55520 55520 87 87 3562294 0 0 55607 X 284943 219406 65537 1092289 846162 246127 23000 23000 1270802 1150183 120619 5835 2528 3307 33632 7642 25990 531908 481729 50179 27129 25138 1991 TRAINING MATERIALS 176270 167237 9033 MISCELLANEOUS 64900 33007 31893 EQUIPTMENT RENTALS 30651 30651 STATIONARY AND PRINTING 6075 5133 942 5884 2352 3532 3553318 2971168 582150 0 917 627 40217 49887 329900 400584 76309 44146 447343 495244 78917 73281 328199 372760 407116 446041 X 40227 49203 40227 49203 447343 495244 8976 0 X X 0 1 X 1 1 1 X 2753135 2462598 2624808 2700682 3506687 14047910 2753135 2462598 2624808 2700682 3506687 14047910 14047910 14 6 4 11 87 122 91446 55520 146966 14194998 0.98960 0.99300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OPERATING RIGHT-OF-USE ASSET 44146 44146 DUE TO RELATED PARTY 327252 LEASE LIABILITY 45198 UNEARNED REVENUE 310 372760 X 3562294 0 3562294 0 3562294 3553318 0 3553318 0 3553318 PART X, LINE 2: SEE SUPPLEMENTAL INFORMATION PART X, LINE 2: THE INSTITUTE IS A NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE INSTITUTE HAD NO NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2023 AND 2022. THE INSTITUTE DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS. THE INSTITUTE'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. X X 0 0 0 0 0 0 0 0 0 THOMAS MURTA EXECUTIVE DIRECTOR 253943 0 31000 0 0 0 25495 0 60586 0 371024 0 0 0 SAM COTTON DIRECTOR OF SAFETY CULTURE 155398 0 7500 0 0 0 25495 0 51887 0 240280 0 0 0 JILL MEDEIROS DIRECTOR OF ADMINISTRATION 163676 0 7500 0 0 0 25495 0 29683 0 226354 0 0 0 JOHN WALSH DIRECTOR OF HAZMAT TRAINING 161258 0 7500 0 0 0 25495 0 28365 0 222618 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 AND ATTACHMENTS IS PROVIDED TO THE BOARD OF DIRECTORS AT LEAST ONE WEEK PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE INSTITUTE HELD A MEETING CONDUCTED BY THE INTERNAL COUNSEL ON CONFLICT OF INTEREST WITH THE BOARD OF DIRECTORS AND OFFICERS, AND ALL ISSUES WITH CONFLICT OF INTEREST WERE DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE PERFORMS A REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE DURING THE PRIOR YEAR. BASED ON THIS PERFORMANCE REVIEW, AS WELL AS ADDITIONAL ANALYSIS INCLUDING, BUT NOT LIMITED TO, A COMPARISON TO COMPENSATION OF INDIVIDUALS IN SIMILAR POSITIONS WITHIN THE RAILROAD INDUSTRY AND AT OTHER NON-PROFIT ORGANIZATIONS, THE EXECUTIVE COMMITTEE DETERMINES ANY APPLICABLE BONUSES AND ADJUSTMENTS TO THE SUBSEQUENT YEAR'S BASE SALARY. THE EXECUTIVE DIRECTOR ASSISTS THE EXECUTIVE COMMITTEE WITH ESTABLISHING PERFORMANCE TARGETS AND OBJECTIVES, ESTABLISHING SALARY LEVELS FOR STAFF, AND PERIODICALLY PROVIDING BENCHMARK COMPENSATION DATA FROM OTHER NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ASSESSOR FEES: PROGRAM SERVICE EXPENSES 505,141. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 505,141. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 289,323. MANAGEMENT AND GENERAL EXPENSES 114,206. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 403,529. CONSULTING FEES: PROGRAM SERVICE EXPENSES 28,763. MANAGEMENT AND GENERAL EXPENSES 6,413. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,176. HAZMAT TRAINER FEES: PROGRAM SERVICE EXPENSES 326,956. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 326,956. FORM 990, PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR.