2025-08-11T17:47:18-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2023-10-01 840962140 OREGON-CALIFORNIA TRAILS ASSOCIATION OREG 8162522276 524 SOUTH OSAGE STREET INDEPENDENCE MO 64050 JERRY MOGG TREASURER 8162522276 2025-08-05 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-08-05 2023 2025-03-06 01:10:19Z JERRY MOGG 524 SOUTH OSAGE STREET INDEPENDENCE MO 64050 805905 0 X WWW.OCTA-TRAILS.ORG X 1982 MO TO PROTECT THE HISTORIC EMIGRANT TRAILS LEGACY OF THE 19TH CENTURY WESTWARD MIGRATION BY PROMOTION, RESEARCH, EDUCATION, PRESERVATION ACTIVITIES AND PUBLIC AWARENESS OF THE TRAILS. 15 15 3 400 320 0 168495 436008 216364 257470 91385 60966 134739 45730 610983 800174 0 0 0 0 158864 166338 0 0 27571 284996 371112 443860 537450 167123 262724 2311619 3043137 84694 75354 2226925 2967783 TO PROTECT THE HISTORIC EMIGRANT TRAILS LEGACY OF THE 19TH CENTURY WESTWARD MIGRATION BY PROMOTION, RESEARCH, EDUCATION, PRESERVATION ACTIVITIES AND PUBLIC AWARENESS OF THE TRAILS. 0 0 310085 223876 PROMOTED EDUCATION AND PROVIDED INFORMATION ABOUT THE TRAILS THROUGH NEWSLETTERS, MAGAZINES, BOOKS, FILM, MAPS, TOURS, SPEAKERS AND WEBSITE TO MEMBERS AND OTHERS. PLACED MARKERS ON SITES OF SIGNIFICANCE ALONG THE TRAILS. OVER 2,000 PEOPLE BENEFITED FROM THE ORGANIZATION'S WORK. 310085 1 1 0 0 0 0 0 1 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 0 1 10 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X KATHY CONWAY 8162522276 524 S OSAGE STREET INDEPENDENCE MO 64050 JOHN BRIGGS PAST PRESIDENT 21.00 0.00 X X 0 0 0 STEVE ALLISON PRESIDENT 15.00 0.00 X X 0 0 0 HELEN HANKINS VICE PRESIDENT 13.00 0.00 X X 0 0 0 JERRY MOGG TREASURER 14.00 0.00 X X 0 0 0 NANCY BRIGGS SECRETARY 4.00 0.00 X X 0 0 0 CECILIA BELL DIRECTOR 5.00 0.00 X 0 0 0 GREG HATTEN DIRECTOR 0.50 0.00 X 0 0 0 MARK HOWE DIRECTOR 2.00 0.00 X 0 0 0 MATT IVORY DIRECTOR 0.50 0.00 X 0 0 0 JEAN COUPAL-SMITH DIRECTOR 2.00 0.00 X 0 0 0 STEVE KNIGHT DIRECTOR 1.00 0.00 X 0 0 0 MATT MALLISON DIRECTOR 1.00 0.00 X 0 0 0 JENNY MILLER DIRECTOR 3.00 0.00 X 0 0 0 MICHAEL SMITH DIRECTOR 3.00 0.00 X 0 0 0 PAT TRAFFAS DIRECTOR 2.00 0.00 X 0 0 0 TRAVIS BOLEY ASSOCIATION MANAGER 40.00 0.00 X 78314 0 9267 JOHN WINNER PRESERVATION OFFICER 35.00 0.00 X 0 0 0 78314 0 9267 0 0 0 0 0 71564 364444 436008 SERVICE CONTRACT 900099 167447 167447 CONVENTION AND SYMPOSI 900099 79004 79004 OVERLAND JOURNAL 541800 8271 7951 320 PUBLICATION SUBSCRIPTI 900099 1750 1750 PAPER TRAIL 900099 718 718 280 280 257470 63379 63379 2413 -2413 -2413 -2413 9796 3318 6478 6478 CHAPTER REVENUE 900099 34471 34471 MISCELLANEOUS REVENUE 900099 4501 4501 EBSCO 900099 280 280 39252 800174 223876 320 139970 X 87743 43871 26323 17549 54044 24320 24320 5404 1825 821 821 183 11696 5264 5263 1169 11030 5294 3971 1765 858 858 8675 8675 12744 12744 103412 40880 62532 405 45 360 43449 36884 5334 1231 58316 44444 13872 42180 41292 888 9772 9772 2660 2660 CHAPTER EXPENSES 29819 29819 JOAL EXPENSES 17638 15210 2428 PERSERVE EXPENSES 7214 7214 BANK & CREDIT CARDS 3883 34 3849 30087 14693 15124 270 537450 310085 199794 27571 143493 142942 76205 34933 3636 2795 19197 18794 8603 44642 44457 185 185 1968783 2744532 94018 84246 6102 6107 2311619 3043137 25303 20617 59391 54737 84694 75354 X 1358261 1600836 868664 1366947 2226925 2967783 2311619 3043137 262724 478134 0 X X 0 0 0 X 329927 376423 160493 168495 436008 1471346 31647 37024 230014 298506 187942 785133 14099 78679 56501 57354 79004 285637 375673 492126 447008 524355 702954 2542116 18121 18121 0 18121 18121 2523995 41761 39217 48652 49867 63379 242876 320 320 41761 39217 48652 49867 63699 243196 39252 39252 417434 531343 495660 574222 805905 2824564 0.89360 0.91000 0.08610 0.09000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1968783 7492 793618 12618 12744 2744532 1672562 29359 276218 9356 1968783 1990215 3719 -311468 9904 1672562 1573587 19425 426405 20000 9202 1990215 1539260 8965 52134 18851 7921 1573587 0.60990 0.00000 0.39010 1 0 44642 44457 185 185 FORM 990, PART VI, SECTION A, LINE 2 JOHN BRIGGS AND NANCY BRIGGS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS ONLY (NO SHAREHOLDERS) FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS AND ELECTED BY VOTE OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT, TREASURER, ASST TREASURER, ASSOCIATION MANAGER, HEADQUARTERS MANAGER AND AN INDEPENDENT OUTSIDE PARTY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DOES NOT DO BUSINESS DIRECTLY OR INDIRECTLY WITH ANY OFFICER OR DIRECTOR. EACH OFFICER AND DIRECTOR SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF TOP MANAGEMENT IS DETERMINED AND APPROVED BY THE GOVERNING BOARD WHEN THE INDIVIDUAL IS HIRED. SALARY INCREASES, IF ANY, ARE APPROVED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ON THE ORGANIZATION'S WEBSITE. FINANCIAL STATEMENTS ARE PUBLISHED IN THE ORGANIZATION'S NEWSLETTER. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 40,880. MANAGEMENT AND GENERAL EXPENSES 62,532. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,412. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR.