Nonprofit · EIN 84-0962140
OREGON-CALIFORNIA TRAILS ASSOCIATION
Tax-exempt · INDEPENDENCE, MO 64050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $905,869 | $544,176 | $361,693 | $3,375,155 | $45,679 | $3,329,476 |
| September 30, 2024 | 990 | $800,174 | $537,450 | $262,724 | $3,043,137 | $75,354 | $2,967,783 |
| September 30, 2023 | 990 | $610,983 | $443,860 | $167,123 | $2,311,619 | $84,694 | $2,226,925 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $402,545
- of which government grants
- $50,546
- Membership dues
- $79,600
- Program service revenue
- $215,132
- Investment income
- $288,200
- Net income from sales of inventory
- -$8
- Other revenue
- -$8
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $146,185
- Other salaries and wages
- $65,832
- Salaries, compensation and benefits (total)
- $240,474
- Professional fundraising fees
- $0
- Legal fees
- $855
- Accounting fees
- $14,586
- Occupancy
- $3,247
- Travel
- $35,292
- Depreciation
- $10,079
- Program services (functional)
- $350,997
- Management and general (functional)
- $179,727
- Fundraising (functional)
- $13,452
Balance sheet and other
- Total assets, start of year
- $3,043,137
- Total assets, end of year
- $3,375,155
- Total liabilities, end of year
- $45,679
- Net assets, end of year
- $3,329,476
- Land, buildings and equipment
- $1,821
- Publicly traded securities
- $3,100,781
- Net assets without donor restrictions
- $1,763,784
- Net assets with donor restrictions
- $1,565,692
- Gross receipts
- $905,887
- Employees
- 0
- Volunteers
- 500
- Year formed
- 1982
- State of legal domicile
- MO
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Travis Boley | Association Manager Officer | 40 | $83,180 |
| Kathy Conway | Office Manager Key employee | 23 | $63,005 |
| Jordon Thomas | Asst Natl Preservation Officer Key employee | 30 | $36,667 |
| Charlie Dodge | Western Regional Representative Key employee | 20 | $29,167 |
| Greg Hatten | Director Trustee or director | 1 | $0 |
| David Gibbs | Director Trustee or director | 1 | $0 |
| Cecilia Bell | Director Trustee or director | 5 | $0 |
| Matt Ivory | Director Trustee or director | 1 | $0 |
| Pat Traffas | Director Trustee or director | 2 | $0 |
| David Fullerton | Director Trustee or director | 1 | $0 |
| Jenny Miller | Director Trustee or director | 4 | $0 |
| Matt Mallison | Director Trustee or director | 1 | $0 |
| Dave Freeman | Director Trustee or director | 1 | $0 |
| Helen Hankins | President Trustee or director, Officer | 25 | $0 |
| Nancy Briggs | Secretary Officer | 8 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ethan Gannett | Vice President Officer | 38 | $0 |
| John Briggs | Past President Officer | 20 | $0 |
| John Winner | National Preservation Officer Officer | 51 | $0 |
| Jerry Moog | Treasurer Former | 15 | $0 |
| Ciara Smith | Digital Media Manager Former | 25 | $0 |
990 for the year ended September 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRAVIS BOLEY | ASSOCIATION MANAGER Officer | 40 | $78,314 | $9,267 |
| JOHN BRIGGS | PAST PRESIDENT Trustee or director, Officer | 21 | $0 | $0 |
| STEVE ALLISON | PRESIDENT Trustee or director, Officer | 15 | $0 | $0 |
| HELEN HANKINS | VICE PRESIDENT Trustee or director, Officer | 13 | $0 | $0 |
| JERRY MOGG | TREASURER Trustee or director, Officer | 14 | $0 | $0 |
| NANCY BRIGGS | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| CECILIA BELL | DIRECTOR Trustee or director | 5 | $0 | $0 |
| GREG HATTEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MARK HOWE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MATT IVORY | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEAN COUPAL-SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE KNIGHT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT MALLISON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNY MILLER | DIRECTOR Trustee or director | 3 | $0 | $0 |
| MICHAEL SMITH | DIRECTOR Trustee or director | 3 | $0 | $0 |
| PAT TRAFFAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN WINNER | PRESERVATION OFFICER Officer | 35 | $0 | $0 |
990 for the year ended September 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRAVIS BOLEY | ASSOCIATION Officer | 40 | $74,587 | $9,108 |
| JEAN COUPAL-SMITH | DIRECTOR Trustee or director | 20 | $0 | $0 |
| GREG HATTEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK HOWE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW IVORY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE KNIGHT | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JENNIFER MILLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL SMITH | DIRECTOR Trustee or director | 6 | $0 | $0 |
| PATRICIA TRAFFAS | DIRECTOR Trustee or director | 20 | $0 | $0 |
| STEVE ALLISON | PRESIDENT Officer | 5 | $0 | $0 |
| JOHN BRIGGS | PAST PRESIDE Officer | 35.5 | $0 | $0 |
| HELEN HANKINS | VICE PRESIDE Officer | 25 | $0 | $0 |
| JO JOHNSTON | SECRETARY Officer | 6.5 | $0 | $0 |
| JERRY MOGG | TREASURER Officer | 14 | $0 | $0 |
| JOHN WINNER | PRESERVATION Officer | 39 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 524 S OSAGE ST, INDEPENDENCE, MO 64050-3824
- In care of
- % PAUL M COLE JR
- Principal officer (990 for 2024)
- Helen Hankins, 600 Western Hills 8, Spring Creek, NV 89815
- Signed the 990
- PAUL M COLE JR CPA, Treasurer
- Website
- octa-trails.org
- Return prepared by
- PMCole Inc
Mission
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.
Program accomplishments
- To promote education and provide informaton about the trails through newsletters, magazine, book, film, maps, tours, speakers and website to members and others.Expenses $260,386 · revenue $164,324
- Preservation Acticvities and public awareness of the historic Emigrant Trails.Expenses $90,611 · revenue $50,809
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 84-0962140
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,375,155
- Income (IRS master file)
- $905,887
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $905,869 | $544,176 | $3,375,155 | XML |
| 990 | September 2024 | $800,174 | $537,450 | $3,043,137 | XML |
| 990 | September 2023 | $610,983 | $443,860 | $2,311,619 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $499,619 | $488,328 | $1,930,996 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 84-0962140).
Questions about OREGON-CALIFORNIA TRAILS ASSOCIATION
- What is the EIN of OREGON-CALIFORNIA TRAILS ASSOCIATION?
- The employer identification number (EIN) of OREGON-CALIFORNIA TRAILS ASSOCIATION is 84-0962140.
- Is OREGON-CALIFORNIA TRAILS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to OREGON-CALIFORNIA TRAILS ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OREGON-CALIFORNIA TRAILS ASSOCIATION 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 OREGON-CALIFORNIA TRAILS ASSOCIATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OREGON-CALIFORNIA TRAILS ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of OREGON-CALIFORNIA TRAILS ASSOCIATION?
- The 990 for the year ended September 30, 2025 names Helen Hankins.
- Who are the officers and directors of OREGON-CALIFORNIA TRAILS ASSOCIATION?
- The 990 for the year ended September 30, 2025 lists 20 people; 4 received compensation from the organization, the highest $83,180 (Travis Boley, Association Manager).
- How much revenue does OREGON-CALIFORNIA TRAILS ASSOCIATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $905,869, expenses of $544,176 and total assets of $3,375,155 at year end.
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