2024-06-24T08:14:20-05:00 2023-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2023-01-01 526046689 APPALACHIAN TRAIL CONSERVANCY APPA 3045356331 PO BOX 807 HARPERS FERRY WV 25425 SANDRA MARRA PRESIDENT & CEO 3045356331 2024-06-18 1 SANDRA MARRA 999009999 1 JENNIFER R FILES CPA P01275752 5406623417 2024-06-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SANDRA MARRA PO BOX 807 HARPERS FERRY WV 25425 21376265 0 X WWW.APPALACHIANTRAIL.ORG X 1936 DC PRINCIPAL STEWARDS PROTECTING, MANAGING, AND ADVOCATING FOR THE 2,200 MILE ANST (APPALACHIAN NATIONAL SCENIC TRAIL) 17 17 115 4730 0 0 6715363 8884081 4547426 4424197 447633 1019093 253537 247401 11963959 14574772 499679 214194 0 0 5974434 6414346 0 0 1589452 5558695 4968762 12032808 11597302 -68849 2977470 28283816 32763705 9327537 10221307 18956279 22542398 PRINCIPAL STEWARDS PROTECTING, MANAGING, AND ADVOCATING FOR THE 2,200 MILE ANST, PRIMARILY THROUGH THE MANAGEMENT, CONSERVATION, AND PROTECTION OF APPROX. 250,000 ACRES OF TRAIL LANDS AND COMPILATION AND DISSEMINATION OF INFORMATION FOR TRAIL VISITORS. 0 0 7999620 214194 4677003 THE APPALACHIAN TRAIL CONSERVANCY IS A VOLUNTEER-BASED, NON-PROFIT ORGANIZATION DEDICATED TO PROTECTING, MANAGING, AND ADVOCATING FOR THE NATURAL, SCENIC, HISTORICAL, AND CULTURAL RESOURCES ASSOCIATED WITH THE 2,200 MILE ANST IN ORDER TO PROVIDE OUTDOOR RECREATION AND EDUCATIONAL OPPORTUNITIES FOR TRAIL VISITORS. THE ORGANIZATION SERVES AN ACTIVE MEMBERSHIP OF 30,389 AS WELL AS AN ESTIMATED 3 MILLION VISITORS ANNUALLY TO THE APPALACHIAN TRAIL. IT COORDINATES THE EFFORTS OF 30 MEMBER CLUBS AND OVER 4,700 VOLUNTEERS. 7999620 1 1 0 1 0 0 1 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 84 0 1 115 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X THE ORGANIZATION 3045356331 PO BOX 807 HARPERS FERRY WV 25425 JAMES LATORRE CHAIR 8.00 X X 0 0 0 NATHAN ROGERS VICE CHAIR 8.00 X X 0 0 0 KATHERINE ROSS TREASURER 8.00 X X 0 0 0 RAJINDER SINGH SECRETARY 8.00 X X 0 0 0 RENEE ALTON-MAISONET DIRECTOR 8.00 X 0 0 0 GRANT DAVIES DIRECTOR 8.00 X 0 0 0 RITA HENNESSY DIRECTOR 8.00 X 0 0 0 WILLIAM HOLMAN DIRECTOR 8.00 X 0 0 0 NICOLE WOOTEN DIRECTOR 8.00 X 0 0 0 EBONI PRESTON-GODDARD STEWARDSHIP COUNCIL REPRESENTATING 8.00 X X 0 0 0 JOHN KNAPP JR DIRECTOR 8.00 X 0 0 0 ROGER KLEIN DIRECTOR 8.00 X 0 0 0 YONG LEE DIRECTOR 8.00 X 0 0 0 GREG MERRITT DIRECTOR 8.00 X 0 0 0 JERI B WARD DIRECTOR 8.00 X 0 0 0 PATRICIA SHANNON DIRECTOR 8.00 X 0 0 0 GREGORY WINCHESTER DIRECTOR 8.00 X 0 0 0 NICOLE PROROCK CHIEF FINANCIAL OFFICER 35.00 X 131030 0 14699 SANDRA MARRA PRESIDENT & CEO 35.00 X 152859 0 17631 KEVIN METHENY VP OF REGIONAL & TRAIL OPE 35.00 X 134136 0 15850 LISA ZAID VP OF ADVANCEMENT 35.00 X 130791 0 15961 LAURA BELLEVILLE VP OF CONSERVATION & POLIC 35.00 X 120873 0 15882 ANNE MERRILL ASSOCIATE VP OF ADVANCEMENT 35.00 X 136600 0 7236 806289 0 87259 6 0 1 0 ADVANTAGE TECHNOLOGY 950 KANAWHA BLVD E CHARLESTON WV 25301 IT SERVICES 164000 ONE SOURCE PRODUCTION 38590 BETTIS DRIVE HAMILTON VA 20158 MAILING SERVICES 123227 UPTOWN PRESS INC 501 W 23RD STREET BALTIMORE MD 21211 MAILING SERVICES 116219 K2D STRATEGIES 5800 9TH RD NORTH SUITE 100 ARLINGTON VA 22205 CONSULTING SERVICES 102330 4 982211 19883 7881987 1278591 8884081 CONTRACTUAL SERVICES 900099 4360732 4360732 MEMBERSHIP DUES 900099 63465 63465 4424197 286650 286650 7365745 6633302 732443 732443 732443 0 19883 5405 -5405 -5405 360621 162786 197835 197835 OTHER INCOME 900099 54971 54971 54971 14574772 4677003 0 1013688 X 214194 214194 316219 316219 5091738 4035389 559192 497157 237225 194847 27966 14412 347823 273604 53981 20238 421341 316293 66081 38967 145090 145090 2795639 1830718 505687 459234 4012 4012 433551 126179 1487 305885 432748 276691 151332 4725 294618 260230 13732 20656 154561 10191 101082 43288 SUPPLIES 385713 322635 59777 3301 OTHER EXPENSES 187678 72467 0 115211 LICENSES AND FEES 111653 43174 3813 64666 PERSONNEL DEVELOPMENT 23499 18996 2791 1712 11597302 7999620 2008230 1589452 4383832 4233273 562658 1686552 959334 8709404 9617906 255732 234225 182802 183621 7279890 2506439 3848061 4773451 10178120 10854613 163207 220730 28283816 32763705 909205 521583 7999462 9244507 418870 455217 9327537 10221307 X 9368919 10535260 9587360 12007138 18956279 22542398 28283816 32763705 X 2977470 607704 945 X X 0 1 X 1 1 1 X 5624583 7928085 6012249 6715363 8864198 35144478 3421411 2279169 3258247 4883016 4784818 18626661 9045994 10207254 9270496 11598379 13649016 53771139 0 0 0 53771139 268506 242043 275998 259864 286650 1333061 268506 242043 275998 259864 286650 1333061 192475 94846 69070 80880 54971 492242 9506975 10544143 9615564 11939123 13990637 55596442 0.96720 0.96190 0.02400 0.02480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 10335 0 0 10335 0 FORM 990, SCHEDULE C, PART II-B, LINE 1 THE ORGANIZATION ADVOCATES ON ISSUES OF IMPORTANCE FOR THE PROTECTION AND MANAGEMENT OF THE APPALACHIAN TRAIL, FEDERAL LANDS, AND SURROUNDING LARGE LANDSCAPE. THIS ADVOCACY INCLUDES MEETING WITH FEDERAL AND LOCAL ELECTED OFFICIALS AND ENGAGING ATC'S MEMBERS, SUPPORTERS, AND VOLUNTEERS IN GRASSROOTS-STYLE ONLINE COMMUNICATION AND OCCASIONAL IN-PERSON ADVOCACY. APPROXIMATELY ONCE PER YEAR, SELECT REGIONAL STAFF PARTICIPATE IN APPROXIMATELY ONE WEEK'S WORTH OF IN-PERSON ADVOCACY MEETINGS IN WASHINGTON, D.C. X X X X X 53 3083.00 1 13 1 60.00 10196 9522947 689756 1198231 2280256 9130678 14679871 132992 -1850184 3439732 9522947 13084664 2439592 1392887 2237272 14679871 9633724 2689644 1420656 659360 13084664 9435253 1329077 1543836 2674442 9633724 0.49710 0.43840 0.06450 0 0 4095296 4095296 1119731 783361 336370 630732 579688 51044 1434131 1143390 290741 4773451 STOCKS 7578008 F FIXED INCOME SECURITIES 3276605 F 10854613 ANNUITIES PAYABLE 236005 LEASE LIABILITIES 219212 455217 15189348 607704 145612 945 754261 14435087 145090 -5405 139685 14574772 11603229 145612 5405 151017 11452212 145090 145090 11597302 PART II, LINE 9: LANDS HELD IN CONSERVANCY ARE RECORDED AT COST OR, IF DONATED, AT THE ESTIMATED FAIR MARKET VALUE OF THE LAND ON THE DATE OF THE DONATION. BECAUSE THE CONSERVANCY INTENDS TO HOLD THE LANDS HELD IN CONSERVANCY INDEFINITELY, WRITE-DOWNS FOR PERMANENT IMPAIRMENTS IN THE VALUE OF THE LANDS ARE NOT RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: ANNUITY ACTUARIAL ADJUSTMENT 945. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES OFFSET AGAINST REVENUE FOR 990 PURPOSES -5,405. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES OFFSET AGAINST REVENUE FOR 990 PURPOSES 5,405. TRAIL DAYS 19883 19883 5405 19883 19883 5405 5405 -5405 1 GATC DOUG HAAS 225 WEATHERWOOD CIR ALPHARETTA GA 30004 586134664 501(C)3 55726 0 GA TAG GRANT FUNDS SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY 372 MERRIMON AVENUE ASHEVILLE NC 28801 621098890 501(C)3 84509 0 GRASSY BALD MANAGEMENT, FERAL HOG EDUCATION/CONTROL AND RESTORATION ON ROAN HIGHLANDS AMC - BUSINESS OFFICE 10 CITY SQUARE BOSTON MA 02129 046001677 501(C)3 9782 0 NE PA RIDGERUNNER AND FUNDS FOR BEAR BOXES POTOMAC APPAL TRAIL CLUB 118 PARK STREET SE VIENNA VA 221804609 530187508 501(C)3 31631 0 VA, MD AND MICHAUX RIDGERUNNER POSITIONS. CAROLINA MOUNTAIN CLUB PO BOX 68 ASHEVILLE NC 28802 237252537 501(C)3 11811 0 WALNUT MTN ABATEMENT AND RELOCATION AND HOT SPRINGS KIOSK TENNESSEE EASTMAN HIKING CLUB 522 WAKEFIELD CT KINGSPORT TN 376633427 621539359 501(C)3 7010 0 ROCK DRILL BITS, BOG BRIDGES, PEAK FINDERS, GRAFFITI BOARD AND PICNIC TABLE REPLACEMENTS, CONTRACT MOWING NANTAHALA HIKING CLUB 173 CARL SLAGLE RD FRANKLIN NC 28734 581664572 501(C)3 8918 0 A.T. PROMOTION AND NHC OUTREACH 7 PART I, LINE 2: THE APPALACHIAN TRAIL CONSERVANCY (ATC) MAKES GRANTS TO ONLY TWO CATEGORIES OF ORGANIZATIONS. THE FIRST ARE AFFILIATED ORGANIZATIONS OF VOLUNTEERS ENGAGED BY ASSIGNMENT, DELEGATION, OR OTHER FORMAL RELATIONSHIP IN THE MAINTENANCE OF THE APPALACHIAN NATIONAL SCENIC TRAIL AND/OR MANAGEMENT OF PUBLIC LANDS THROUGH WHICH THE TRAIL IS ROUTED (ACTIVITIES DIRECTLY PURSUING ATC'S OBJECTIVES AND PURPOSES.) THESE ORGANIZATIONS ARE MEMBERS UNDER ATC'S BYLAWS AND MAY RECEIVE GRANTS FROM THE ATC AND INSTRUCTIONS FROM THE ATC TO PURCHASE TOOLS, EQUIPMENT AND BACKCOUNTY SHELTER MATERIALS. THEY MAY ALSO PROVIDE PUBLIC-EDUCATION PROGRAMS USING RIDGERUNNERS (WHO PATROL HIGH-USE AREAS OF THE TRAIL TO ASSIST AND INFORM HIKERS OF WAYS TO BEST CARE FOR THESE PUBLIC RESOURCES). THE SECOND CATEGORY OF ORGANIZATIONS ARE ALLIED, LOCAL NATURAL-RESOURCE CONSERVATION ORGANIZATIONS THAT ASSIST ATC IN PRESERVING, CONSERVING OR MANAGING TRAIL LANDS OR ADJACENT LANDS FOR PUBLIC BENEFIT AND USE. NO GRANTS ARE MADE EXCEPT IN FURTHERANCE OF APPALACHIAN TRAIL CONSERVANCY PROGRAM OBJECTIVES AS DETERMINED, REVIEWED, AND APPROVED BY THE BOARD OF DIRECTORS THROUGH THE YEARLY BUDGET PROCESS. X X 0 0 0 0 0 0 0 0 0 SANDRA MARRA PRESIDENT & CEO 152859 0 0 0 0 0 10319 0 7312 0 170490 0 0 0 X 3 1250000 FAIR MARKET VALUE X TRAVEL 40 18177 FAIR MARKET VALUE X INVENTORY 9 10413 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: STOCK DONATIONS ARE SENT DIRECTLY TO A BROKER WHO PROCESSES THE SALE. FORM 990, PART VI, SECTION A, LINE 4 THE ATC BYLAWS WERE AMENDED DURING 2023. THE CHAIR OF THE STEWARDSHIP COUNCIL IS NO LONGER SELECTED FROM THE MEMBERS OF THE BOARD BUT RATHER, THE BOARD APPOINTS A MEMBER TO THE STEWARDSHIP COUNCIL AS A REPRESENTATIVE OF THE BOARD. THE REVISED BYLAWS ALSO INCLUDED CHANGES TO THE BOARD NOMINATION PROCESS AS FOLLOWS: ADDITIONAL INDIVIDUAL NOMINATIONS MAY BE MADE, UP TO NINETY (90) DAYS PRIOR TO THE ANNIVERSARY DATE OF THE PRIOR YEAR'S REGULAR MEETING, BY A WRITTEN PETITION INCLUDING (A) WRITTEN SIGNATURES OF AT LEAST ONE THOUSAND FIVE HUNDRED (1,500) VOTING MEMBERS OF THE CONSERVANCY, (B) THE NAME AND ADDRESS OF EACH SUCH VOTING MEMBER INTENDING TO SUPPORT THE NOMINATION, (C) THE NAME AND ADDRESS OF THE PERSON PROPOSED TO BE NOMINATED, AND (D) A LETTER OF INTENT FROM EACH NOMINEE DESCRIBING THE NOMINEE'S COMMITMENT TO THE MISSION OF THE ATC, THE WAYS BY WHICH THE NOMINEE CAN ADVANCE THE MISSION OF THE ATC, RELEVANT EXPERIENCE AND QUALIFICATIONS, AND A RESUME OR CURRICULUM VITAE. ANY SUCH INDIVIDUAL NOMINEE MUST PROVIDE WITHIN FIVE (5) BUSINESS DAYS OF THE ATC'S REQUEST AN EXECUTED AGREEMENT TO BE BOUND BY THE ATC'S STANDARD FORMS OF AGREEMENTS FOR DIRECTORS, INCLUDING (I) CONFLICT OF INTEREST POLICY, (II) BOARD MEMBER ROLE DESCRIPTION, AND (III) ALL OTHER ATC POLICIES AND GUIDELINES APPLICABLE TO DIRECTORS. LASTLY, ARTICLE 14. INDEMNIFICATION AND INSURANCE WAS ADDED TO THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS OVER 30,300 SUBSCRIBED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A APPROXIMATELY ONE THIRD OF THE BOARD OF DIRECTORS POSITIONS COME OPEN EACH YEAR. AT THE ANNUAL MEMBERSHIP MEETING, MEMBERS VOTE ON THE OPEN POSITIONS AND ELECT THESE BOARD DIRECTORS TO THREE-YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE IN DETAIL BEFORE IT WAS SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE IS RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT & CEO IS DETERMINED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 1,830,718. MANAGEMENT AND GENERAL EXPENSES 505,687. FUNDRAISING EXPENSES 459,234. TOTAL EXPENSES 2,795,639. FORM 990, PART XI, LINE 9: ANNUITY ACTUARIAL ADJUSTMENT 945. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.