2023-05-15T12:24:33-05:00 2022-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2022-01-01 526046689 APPALACHIAN TRAIL CONSERVANCY APPA 3045356331 PO BOX 807 HARPERS FERRY WV 25425 SANDRA MARRA PRESIDENT & CEO 3045356331 2023-05-10 1 SANDRA MARRA 999009999 0 JENNIFER R FILES CPA P01275752 5406623417 2023-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SANDRA MARRA PO BOX 807 HARPERS FERRY WV 25425 21738531 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 4748 0 0 9945644 6715363 2894611 4547426 1333612 447633 354708 253537 14528575 11963959 4422323 499679 0 0 5364224 5974434 0 0 837555 3988977 5558695 13775524 12032808 753051 -68849 31433012 28283816 9902121 9327537 21530891 18956279 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 9445554 499679 4800963 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 28,482 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. 9445554 1 1 0 1 0 0 1 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 98 0 1 115 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 0 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 COLIN BEASLEY CHAIR 10.00 X X 0 0 0 DANIEL A HOWE CHAIR, CONSERVATION COMMITTEE 1.00 X X 0 0 0 ROBERT HUTCHINSON JR VICE CHAIR 1.00 X X 0 0 0 PATRICIA SHANNON TREASURER 1.00 X X 0 0 0 JAMES LATORRE SECRETARY 1.00 X X 0 0 0 RAJINDER SINGH DIRECTOR 1.00 X 0 0 0 COLLEEN PETERSON DIRECTOR 1.00 X 0 0 0 NATHAN G ROGERS DIRECTOR 1.00 X 0 0 0 GRANT DAVIES DIRECTOR 1.00 X 0 0 0 NICOLE WOOTEN DIRECTOR 1.00 X 0 0 0 EBONI PRESTON DIRECTOR 1.00 X 0 0 0 JOHN KNAPP JR DIRECTOR 1.00 X 0 0 0 THOMAS GREGG DIRECTOR 1.00 X 0 0 0 YONG LEE DIRECTOR 1.00 X 0 0 0 RITA HENNESSY DIRECTOR 1.00 X 0 0 0 JERI B WARD DIRECTOR 1.00 X 0 0 0 KATHERINE ROSS DIRECTOR 1.00 X 0 0 0 NICOLE PROROCK CHIEF FINANCIAL OFFICER 35.00 X 147709 0 17397 SANDRA MARRA PRESIDENT & CEO 35.00 X 169351 0 23091 KEVIN METHENY VP OF REGIONAL & TRAIL OPERATIONS 35.00 X 118042 0 22173 LISA ZAID VP OF ADVANCEMENT 35.00 X 137657 0 26054 LAURA BELLEVILLE VP OF CONSERVATION & POLICY 35.00 X 133554 0 41586 706313 0 130301 5 0 1 0 UPTOWN PRESS INC 501 W 23RD STREET BALTIMORE MD 21211 MAILING SERVICES 349882 PERCOLATOR CONSULTING LLC PO BOX 18252 SEATTLE WA 98118 CONSULTING SERVICES 295943 THE 106 GROUP 53 CLEVELAND AVE S SAINT PAUL MN 55105 EXHIBIT INSTALLATION 180000 ADVANTAGE TECHNOLOGY 950 KANAWHA BLVD E CHARLESTON WV 25301 IT SERVICES 138940 4 1049067 5666296 1452089 6715363 CONTRACTUAL SERVICES 900099 4480486 4480486 MEMBERSHIP DUES 900099 66940 66940 4547426 259864 259864 9799408 9611639 187769 187769 187769 335590 162933 172657 172657 OTHER INCOME 900099 80880 80880 80880 11963959 4800963 0 447633 X 499679 499679 357548 357548 4701749 3983859 190033 527857 198031 154771 29309 13951 341758 249833 69404 22521 375348 297946 37925 39477 34033 34033 3397578 2724476 532049 141053 10838 10788 50 575605 535888 1813 37904 394092 219249 171284 3559 382766 307837 59318 15611 198370 198370 SUPPLIES 343559 310493 26463 6603 LICENSES AND FEES 103564 85418 3703 14443 OTHER EXPENSES 77611 47350 16213 14048 PERSONNEL DEVELOPMENT 40679 17967 22184 528 12032808 9445554 1749699 837555 4165107 4383832 713103 562658 8431761 8709404 291132 255732 230113 182802 6211776 2363715 2421275 3848061 15036872 10178120 143649 163207 31433012 28283816 932947 909205 8662753 7999462 306421 418870 9902121 9327537 X 11127180 9368919 10403711 9587360 21530891 18956279 31433012 28283816 X -68849 -2515657 9894 X X 0 1 X 1 1 1 X 9007295 5624583 7928085 6012249 6715363 35287575 1049691 3421411 2279169 3258247 4883016 14891534 10056986 9045994 10207254 9270496 11598379 50179109 0 0 0 50179109 245560 268506 242043 275998 259864 1291971 245560 268506 242043 275998 259864 1291971 260485 192475 94846 69070 80880 697756 10563031 9506975 10544143 9615564 11939123 52168836 0.96190 0.94760 0.02480 0.02490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 11701 0 0 11701 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 0 13 1 60.00 8915 14679871 132992 -1850184 3439732 9522947 13084664 2439592 1392887 2237272 14679871 9633724 2689644 1420656 659360 13084664 9435253 1329077 1543836 2674442 9633724 10210534 554872 -465820 864333 9435253 0.55790 0.34790 0.09420 0 0 2985296 2985296 1119731 754125 365606 630732 553074 77658 1476017 1056516 419501 3848061 STOCKS 7034550 F FIXED INCOME SECURITIES 3143570 F 10178120 ANNUITIES PAYABLE 264174 LEASE LIABILITIES 154696 418870 9688028 -2515657 263865 9894 -2241898 11929926 34033 34033 11963959 12262640 263865 263865 11998775 34033 34033 12032808 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 9,894. 1 AMC - BUSINESS OFFICE 10 CITY SQUARE BOSTON MA 02129 046001677 501 ( C) 3 8981 0 NE PA RIDGERUNNER APPALACHIAN TRAIL MUSEUM SOC 1120 PINE GROVE RD GARDNERS PA 17324 300127417 501 ( C) 3 12000 0 2019_MINI GRANT_AT MUSEUM BERKSHIRE NATURAL RESOURCE COUNCIL INC 309 PITTSFIELD ROAD SUITE B LENOX MA 01240 042430091 501 ( C) 3 15000 0 2022 WILD EAST ACTION FUND - CONSERVATION PLANNING SUPPORT GRANT CAROLINA MOUNTAIN CLUB PO BOX 68 ASHEVILLE NC 28802 237252537 501 ( C) 3 10000 0 2022 NC A.T. TAG GRANTS - CMC GATC DOUG HAAS 225 WEATHERWOOD CIR ALPHARETTA GA 30004 586134664 501 ( C) 3 44500 0 2022-2023 GA TAG GRANT FUNDS GEORGE MASON UNIVERSITY FOUNDATION INC 4400 UNIVERSITY DRIVE MS 2FL FAIRFAX VA 22030 541603842 501 ( C) 3 20000 0 INITIAL PROCESSING OF ARCHIVES HIGH PEAKS ALLIANCE PO BOX 987 FARMINGTON ME 04938 273160688 501 ( C) 3 10000 0 2022 WILD EAST ACTION FUND - CONSERVATION PLANNING SUPPORT GRANT NDPONICS 513 BEATTY HOLLOW ROAD LEXINGTON VA 24450 472531760 501 ( C) 3 45000 0 2022 WILD EAST ACTION FUND - LAND PROTECTION GRANT POTOMAC APPAL TRAIL CLUB 118 PARK STREET SE VIENNA VA 22180 530187508 501 ( C) 3 27942 0 PATC AGREEMENT FOR PA MICHAUX RIDGERUNNER 2022, VA LICENSE PLATE 2022, PATC AGREEMENT FOR N. VA AND MD RIDGERUNNERS 2022 SHEFFIELD LAND TRUST PO BOX 940 SHEFFIELD MA 01257 043079035 501 ( C) 3 20000 0 LARGE LANDSCAPE GRANT SHIPPENSBURG UNIVERSITY OF PA 1871 OLD MAIN DRIVE SHIPPENSBURG PA 17257 232500361 501 ( C) 3 9540 0 2021-CLUS-MINIGRANT SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS 54 PORTSMOUTH STREET CONCORD NH 03301 020222237 501 ( C) 3 20000 0 2022 WILD EAST ACTION FUND - LAND PROTECTION GRANT SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY 372 MERRIMON AVENUE ASHEVILLE NC 28801 621098890 501 ( C) 3 82500 0 2022 ATC CONTRIBUTION TO ROAN HIGHLANDS STEWARD, NC TAG GRANT SOUTHERN APPALACHIAN WILDERNESS STEWARDS 225 EAST CHESTNUT STREET STE 001 ASHEVILLE NC 28801 472407669 501 ( C) 3 10000 0 2022-2023 GA TAG GRANT FUNDS US FOREST SERVICE PO BOX 6200-09 PORTLAND OR 97228 720564834 501 ( C) 3 30000 0 2021-2022 GA TAG GRANT - A.T. RANGER, 2022-2023 GA TAG GRANT FUNDS WILLIAMSTOWN RURAL LANDS FOUNDATION INC 671 COLD SPRING ROAD WILLIAMSTOWN MA 01267 042940686 501 ( C) 3 10000 0 2022 WILD EAST ACTION FUND - CONSERVATION PLANNING SUPPORT GRANT WORLD TRAILS NETWORK - HUB FOR THE AMERICAS PO BOX 2153 CAMPTON NH 03223 822998581 501 ( C) 3 5100 0 FRANCONIA RIDGE SUMMIT STEWARD PROGRAM 2022 DUTCHES LAND CONSERVANCY 4289 NY-82 MILLBROOK NY 12545 141667526 501 ( C) 3 20000 0 LARGE LANDSCAPE GRANT BERKS NATURE 575 ST BERNARDINE ST READING PA 19607 231966295 501 ( C) 3 20000 0 LARGE LANDSCAPE GRANT THE CONSERVATION FUND 1655 N FORT MYER DRIVE SUITE 1300 ARLINGTON VA 22209 521388917 501 ( C) 3 23000 0 TN TAG GRANT 24 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 169351 0 0 0 0 0 13520 0 9571 0 192442 0 0 0 LAURA BELLEVILLE VP OF CONSERVATION & POLICY 133554 0 0 0 0 0 26715 0 14871 0 175140 0 0 0 NICOLE PROROCK CHIEF FINANCIAL OFFICER 147709 0 0 0 0 0 10419 0 6978 0 165106 0 0 0 LISA ZAID VP OF ADVANCEMENT 137657 0 0 0 0 0 18148 0 7906 0 163711 0 0 0 X 11 59424 FAIR MARKET VALUE X 3 1376600 FAIR MARKET VALUE X TRAVEL 24 12609 FAIR MARKET VALUE X INVENTORY 4 3456 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 6 THE ORGANIZATION HAS OVER 28,400 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. THE VERSION OF THE 990 SENT TO THE FULL BOARD FOR THEIR REVIEW EXCLUDED SCHEDULE B. 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 2,724,476. MANAGEMENT AND GENERAL EXPENSES 532,049. FUNDRAISING EXPENSES 141,053. TOTAL EXPENSES 3,397,578. FORM 990, PART XI, LINE 9: ANNUITY ACTUARIAL ADJUSTMENT 9,894. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.