2022-06-06T09:12:47-05:00 2021-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2021-01-01 330051202 PACIFIC CREST TRAIL ASSOCIATION PACI 9162851848 2150 RIVER PLAZA DR 155 SACRAMENTO CA 958333882 TERESA RAICHART CHIEF FINANCIAL & ADMIN 9162851848 2022-06-01 1 TERESA RAICHART 999009999 JENNIFER Z IWATA P01310188 9166466464 2022-06-01 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X MEGAN WARGO 2150 RIVER PLAZA DR 155 SACRAMENTO CA 958333882 6577122 0 X WWW.PCTA.ORG X 1977 CA TO PROTECT, PRESERVE AND PROMOTE THE PACIFIC CREST NATIONAL SCENIC TRAIL AS A WORLD-CLASS EXPERIENCE 10 10 42 1292 0 0 2696992 3230735 828177 1279406 41722 41609 121486 280391 3688377 4832141 13000 251511 0 0 2289558 2656509 53223 42000 919561 1027994 1441957 3383775 4391977 304602 440164 5460681 5862524 672987 480238 4787694 5382286 X TO PROTECT, PRESERVE AND PROMOTE THE PACIFIC CREST NATIONAL SCENIC TRAIL AS A WORLD-CLASS EXPERIENCE FOR HIKERS AND EQUESTRIANS, AND FOR ALL THE VALUES PROVIDED BY WILD AND SCENIC LANDS. 0 0 223614 161793 PROTECT:IN 2021, THE PACIFIC CREST TRAIL ASSOCIATION (PCTA) PARTNERED WITH LAND TRUSTS AND FEDERAL AGENCIES TO EVALUATE ACQUISITION OPPORTUNITIES FROM PRIVATE OWNERS THAT OWN LAND INCLUDING OR ADJACENT TO THE PCT. IN ADDITION, PCTA ADVOCATED FOR LAND AND WATER CONSERVATION FUND SUPPORT FOR THE U.S. FOREST SERVICE AND THE BUREAU OF LAND MANAGEMENT. IN 2021, 532 MILES OF THE PCT WERE CLOSED BECAUSE OF FIRES. WITH 194 TRAIL MILES BURNED, PCTA ASSISTED THE FOREST SERVICE TO DEVELOP EXTENSIVE RESTORATION PLANS.(CONTINUED ON SCHEDULE O)PCTA ALSO MONITORED OR RESPONDED TO ONGOING THREATS OR LAND MANAGEMENT PROJECTS ALONG THE TRAIL, INCLUDING THE FOLLOWING: TRAILWIDE - TIMBER HARVESTING, FUELS REDUCTION, REFORESTATION, INVASIVE PLANT ERADICATION, WATERSHED, MEADOW, AND FIRE RESTORATION, ILLEGAL AND INCOMPATIBLE USES, GRAZING, SKI RESORT EXPANSION, COMMERCIAL AND COMPETITIVE EVENTS, HOUSING DEVELOPMENTS, BRIDGE INSTALLATIONS, TRAIL NETWORK EXPANSIONS, ILLEGAL MOTORIZED USE, PUBLIC LAND TRANSFERS, IMPACTS FROM INCREASED USE, DESIGNATED PCT MANAGEMENT AREAS, FOREST PLANNING, TRAVEL MANAGEMENT AND OVER-SNOW VEHICLE PLANNING;CALIFORNIA - WIND AND SOLAR DEVELOPMENT, ENERGY TRANSMISSION LINES, WATER PIPELINES, DAM REAUTHORIZATION, ENDANGERED SPECIES, CALIFORNIA HIGH SPEED RAIL, HIGHWAY 138 EXPANSION; OREGON - PACIFIC CONNECTOR NATURAL GAS PIPELINE; PEDESTRIAN WALKWAY ADVOCACY FOR THE BRIDGE OF THE GODS;OUR 2021 PROTECTION ACTIVITIES ALSO INCLUDED VIRTUAL "HIKE THE HILL" MEETINGS TO TALK WITH FEDERAL AGENCY LEADERS AND CONGRESSIONAL REPRESENTATIVES AND THEIR STAFF IN WASHINGTON, D.C. TO ADVOCATE FOR FEDERAL TRAIL MANAGEMENT, OPERATIONS AND LAND ACQUISITION FUNDING FOR THE PCT. 1984591 251511 1075323 PRESERVE:IN 2021, DURING THE COVID-19 PANDEMIC, 1,292 VOLUNTEER CITIZEN STEWARDS AND CORPS CREW MEMBERS PERFORMED THE HARD, PHYSICAL LABOR OF ANNUAL MAINTENANCE AND RESTORATION OF THE PCT. PCTA VOLUNTEERS CONTRIBUTED 57,643 SERVICE HOURS IN 2021, AN IN-KIND VALUE OF $1,645,000. THESE HOURS INCLUDED:- 1,170 MILES OF TRAIL MAINTENANCE- 8 MILES OF TRAIL RECONSTRUCTION- 34 VOLUNTEER TRAINING EVENTS. 853252 285909 PROMOTE:THROUGH OUR PRINT AND ELECTRONIC PUBLICATIONS AND PERSONAL OUTREACH,-WE PROMOTE THE PACIFIC CREST TRAIL AS A SAFE AND INCLUSIVE SPACE FOR EVERYONE-PROMOTE SAFE AND RESPONSIBLE USE OF THE TRAIL BY EDUCATING TRAIL USERS IN LEAVE NO TRACE PRINCIPLES, AS WELL AS INFORMING TRAIL USERS ABOUT TRAIL CLOSURES AND THE IMPACTS FROM WILDFIRE-MARSHAL VOLUNTEERS TO MAINTAIN THE TRAIL-KEEP OUR MEMBERS AND ELECTED LEADERS INFORMED OF PROGRAMS AND ISSUES FACING THE TRAIL(CONTINUED ON SCHEDULE O) IN 2021, PROMOTIONAL ACTIVITIES INCLUDED: -PUBLISHING THREE ISSUES (40,000 COPIES) OF THE "PACIFIC CREST TRAIL COMMUNICATOR" MAGAZINE, AND DISTRIBUTING IT TO MEMBERS, PARTNERS AND ELECTED OFFICIALS; -PUBLISHING AN ANNUAL CALENDAR; -PUBLISHING TWELVE REGULAR ISSUES OF "TRAIL DIRT", THE PCTA'S ELECTRONIC NEWSLETTER.THE PCTA ALSO...-RESPONDED TO 6,403 INQUIRIES FROM TRAIL USERS AND THE GENERAL PUBLIC; -ISSUED 7,216 LONG-DISTANCE PERMITS;-MONITORED 1,664,972 WEBSITE VISITS, -ENGAGED 168,000 FACEBOOK FOLLOWERS AND 105,000 INSTAGRAM FOLLOWERS. 3061457 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 42 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR WA AK AL AR AZ CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO NH NJ NM NV NY ND NC OH OK PA RI SC TN UT VA WI WV X X TERESA RAICHART 9162851848 2150 RIVER PLAZA DR 155 SACRAMENTO CA 958333882 RICK THALHAMMER CHAIR 3.00 X X 0 0 0 KEVIN BACON VICE CHAIR/TREASURER 3.00 X X 0 0 0 JENNIFER ALBINSON DIRECTOR 3.00 X 0 0 0 DIANNE DALEY LAURSEN DIRECTOR 3.00 X 0 0 0 ELIZABETH DORSI DIRECTOR 3.00 X 0 0 0 GABE GUNDLING DIRECTOR 3.00 X 0 0 0 CHIP HERZIG DIRECTOR 3.00 X 0 0 0 DON RALPHS DIRECTOR 3.00 X 0 0 0 JOHN REMMERS DIRECTOR 3.00 X 0 0 0 TOM REVELEY DIRECTOR 3.00 X 0 0 0 LIZ BERGERON EXEC DIRECTOR & CEO 40.00 X 174966 0 15130 TERESA RAICHART CHIEF FINANCIAL & ADMIN 40.00 X 130478 0 17452 JENNIFER TRIPP DIRECTOR OF TRAIL OPERATIONS 40.00 X 100971 0 17710 MEGAN WARGO DEPUTY EXECUTIVE DIRECTOR 40.00 X 122265 0 19012 ANGIE WILLIAMSON DIRECTOR OF PHILANTHROPY 40.00 X 104827 0 17676 633507 0 86980 5 0 1 0 0 427287 2803448 161585 3230735 GOVERNMENT GRANTS 900099 1272810 1272810 CORPORATE SPONSORSHIP 541800 3596 3596 SPONSORSHIP REVENUE 900099 3000 3000 1279406 39579 39579 33176 33176 1746145 866 1744364 617 1781 249 2030 2030 OTHER INCOME 900099 246215 246215 RAFFLE INCOME 900099 1000 1000 247215 4832141 1522025 0 79381 251511 251511 338026 128214 185099 24713 1789791 1300494 65327 423970 123286 82129 14830 26327 226643 151461 26530 48652 178763 120291 20927 37545 1890 1294 203 393 19500 19500 42000 42000 413430 288591 27460 97379 212470 200113 6026 6331 102919 78220 8308 16391 178640 132579 15226 30835 60125 52282 1213 6630 6509 5126 772 611 69308 47442 7457 14409 18153 12203 2244 3706 DIRECT MAIL 204214 101122 103092 154799 108385 9837 36577 4391977 3061457 410959 919561 380828 615348 405215 180319 141095 518167 18160 9167 87211 106087 761733 219749 291386 541984 4136786 3891452 5460681 5862524 251429 480238 421558 0 672987 480238 X 2155238 3037066 2632456 2345220 4787694 5382286 5460681 5862524 440164 154428 0 X X 0 1 X 1 0 X 2353421 2651187 3209124 2696992 3230735 14141459 2353421 2651187 3209124 2696992 3230735 14141459 211898 13929561 46243 61518 81907 56108 72755 318531 101905 246215 348120 14808110 5349897 0.94070 0.96650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 101,905. 2021 AMOUNT: $ 246,215. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 172925 172925 4219052 4391977 369599 92400 0 0 330533 337824 319189 369599 1357145 2035718 93159 106302 129057 172925 501443 82633 84456 79797 92400 339286 508929 1766503 569680 196240 54000 2478423 1595521 6474 202695 38187 1766503 1404097 6396 252367 67339 1595521 1502117 34572 -59683 72909 1404097 1285616 60541 188960 33000 1502117 0.26000 0.44000 0.30000 0 0 42000 42000 23212 6500 16712 347555 156430 191125 348966 56819 292147 541984 X 5285861 154428 299292 453720 4832141 0 4832141 4691269 299292 299292 4391977 0 4391977 PART V, LINE 4: THE INTENDED USES OF THE ENDOWMENT FUND ARE TO DEFRAY NORMAL OPERATING EXPENSES OF THE PCTA INCURRED IN THE FURTHERANCE OF ITS OBJECTIVES OF PROTECTING, PRESERVING, AND PROMOTING THE PCT. PART X, LINE 2: PCTA HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. X X X X X X X 1 CATHERINE CONNOLLY 3344 MARINA COVE CIRCLE ELK GROVE CA 95758 FUNDRAISING STRATEGIES FOR DIRECT MARKETING 0 677688 42000 635688 677688 42000 635688 CA OR WA AK AL AZ AR CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS MO NV NH NJ NM NY NC ND OH OK PA RI SC TN UT VA WI WV SCHEDULE G, PART I, LINE 2B, COLUMN (V) CATHERINE CONNOLLY CONSULTS WITH STAFF ON FUNDRAISING STRATEGIES FOR DIRECT MARKETING. ALL SOLICITATION, ADMINISTRATIVE WORK AND GIFT ACCEPTANCE IS PERFORMED BY PCTA STAFF. 1 AMERICAN CONSERVATION EXPERIENCE 3200 S 700 E SALT LAKE CITY UT 84106 371473291 501(C)(3) 61508 0 TRAIL MAINTENANCE STATE OF WASHINGTON DEPARTMENT OF ECOLOGY PO BOX 47611 OLYMPIA WA 98504 916001063 GOV 42390 0 TRAIL MAINTENANCE NORTHWEST YOUTH CORPS 2621 AUGUSTA STREET EUGENE OR 97403 930818160 501(C)(3) 115135 0 TRAIL MAINTENANCE SUTTER BUTTES TRAIL STEWARDSHIP 550 CRESCENT STREET QUINCY CA 95971 721579038 501(C)(3) 6000 0 TRAIL MAINTENANCE STUDENT CONSERVATION ASSOCIATION 689 RIVER ROAD CHARLESTON NH 03603 910880684 501(C)(3) 26478 0 TRAIL MAINTENANCE 5 PART I, LINE 2: TRAIL MAINTENANCE GRANTS: PACIFIC CREST TRAIL ASSOCIATION (PCTA) HAS AGREEMENTS WITH VARIOUS ORGANIZATIONS TO PROMOTE THE DIVERSITY OF OUR WORKFORCE AND TO COVER PARTS OF THE TRAIL THAT ARE NOT COVERED BY OTHER VOLUNTEER PROGRAMS. TO MONITOR THE USE OF FUNDS, PCTA PROVIDES OVERSIGHT TO THE GRANT RECIPIENT INCLUDING SPECIFICATIONS AND ON THE GROUND DELINEATION OF TRAIL PROJECTS AND DEVELOPMENT OF SPECIFIC PROJECT PLANS. PCTA ALSO PROVIDES TECHNICAL ADVICE DURING THE PROJECT BY PCTA STAFF. PROJECT REPORTS ARE SUBMITTED TO PCTA AFTER EACH PROJECT TAKES PLACE THAT INCLUDE PARTICIPANT NAMES, NUMBER OF HOURS WORKED, AND PERFORMED. PCTA PROVIDES FUNDING FOR REIMBURSABLE EXPENSES TO THE RECIPIENT AFTER THE PROJECT OCCURS. X X X X 0 0 0 0 0 0 0 0 0 LIZ BERGERON EXEC DIRECTOR & CEO 169966 0 5000 0 0 0 13965 0 1165 0 190096 0 0 0 PART I, LINE 3 AT AN EXECUTIVE SESSION OF A REGULARLY SCHEDULED BOARD MEETING, THE PCTA BOARD OF DIRECTORS DETERMINES THE SALARY AND BONUS OF THE EXECUTIVE DIRECTOR BASED IN PART ON PERFORMANCE MEASURED AGAINST OBJECTIVES AND OTHER FACTORS. IN ADDITION, THE BOARD OF DIRECTORS USES COMPENSATION DATA FROM THE FORM 990 OF COMPARABLE NONPROFIT ORGANIZATIONS AS WELL AS A SURVEY OF NORTHERN CALIFORNIA NONPROFIT ORGANIZATIONS FROM THE NONPROFIT COMPENSATION ASSOCIATES. X 3761 FMV X 15 157824 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF PCTA BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL, AT EACH REGULAR MEETING OF THE BOARD, MAKE A FULL REPORT OF ALL BUSINESS TRANSACTED BY THE EXECUTIVE COMMITTEE SINCE THE LAST SUCH REPORT TO THE BOARD. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE BOARD CHAIR AND UP TO FOUR OTHER DIRECTORS. THE EXECUTIVE DIRECTOR SHALL SERVE AS A NON-VOTING ADVISOR TO THE EXECUTIVE COMMITTEE. THE BOARD SHALL APPOINT DIRECTORS TO BE MEMBERS OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS CONSIST OF INDIVIDUALS, ASSOCIATIONS, CLUBS AND ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS AND ON OTHER MATTERS SUBMITTED TO THE MEMBERSHIP BY THE BOARD OF DIRECTORS. EACH INDIVIDUAL MEMBER HAS ONE VOTE AND EACH MEMBER GROUP HAS ONE VOTE. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS HAVE THE RIGHT TO VOTE ON CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE. THE DRAFT FORM 990 IS E-MAILED TO THE FINANCE COMMITTEE MEMBERS FOR REVIEW. THE FINANCE COMMITTEE HOLDS A MEETING TO DISCUSS THE CONTENTS OF THE FORM 990. THE COMMITTEE SUBMITS REVIEW COMMENTS TO THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER AND MAKES ONE OF THE FOLLOWING RECOMMENDATIONS: (A) FILE THE FORM 990 AS PREPARED OR, (B) REQUEST A MEETING WITH THE AUDITOR AND STAFF TO DISCUSS POTENTIAL CHANGES. BEFORE THE FORM 990 IS FILED, A COPY IS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND STAFF LEADERSHIP REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. AS PART OF THE PROCESS, THEY DISCLOSE ANY KNOWN CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST ON THE FORM. THE FORMS ARE REVIEWED BY THE BOARD CHAIR. IF ANY CONFLICT OF INTEREST IS DISCLOSED, THE BOARD REVIEWS AND DISCUSSES THE CONFLICT. THROUGHOUT THE YEAR, BOARD MEMBERS ARE AWARE OF THE POLICY AND DISCLOSE CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTERESTS AS THEY ARISE. IF THE BOARD DETERMINES A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER MAY NOT BE PRESENT FOR DISCUSSION OR VOTE ON BUSINESS WHERE A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 AT AN EXECUTIVE SESSION OF A REGULARLY SCHEDULED BOARD MEETING, THE PCTA BOARD OF DIRECTORS DETERMINES THE SALARY AND BONUS OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL & ADMINISTRATIVE OFFICER BASED IN PART ON PERFORMANCE MEASURED AGAINST OBJECTIVES AND OTHER FACTORS. IN ADDITION, THE BOARD OF DIRECTORS USES COMPENSATION DATA FROM THE FORM 990 OF COMPARABLE NONPROFIT ORGANIZATIONS AS WELL AS A SURVEY OF NORTHERN CALIFORNIA NONPROFIT ORGANIZATIONS FROM THE NONPROFIT COMPENSATION ASSOCIATES. THIS PROCESS WAS LAST UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION C, LINE 19 PCTA'S BYLAWS, AUDITED FINANCIAL STATEMENTS, FORMS 990, STRATEGIC PLANS, ANNUAL REPORTS, PRIVACY POLICY AND RECORD RETENTION POLICY ARE AVAILABLE ON OUR WEBSITE. OTHER POLICIES AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESSES FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR.