2021-08-30T09:08:36-05:00 2020-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2020-01-01 526046689 APPALACHIAN TRAIL CONSERVANCY APPA 3045356331 PO BOX 807 HARPERS FERRY WV 25425 SANDRA MARRA PRESIDENT & CEO 3045356331 2021-08-27 1 SANDRA MARRA 999009999 JENNIFER R FILES CPA P01275752 5406623417 2021-08-27 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SANDRA MARRA PO BOX 807 HARPERS FERRY WV 25425 22915298 0 X WWW.APPALACHIANTRAIL.ORG X 1936 DC PRINCIPAL STEWARDS OF 2,200 MILE APPALACHIAN NATIONAL SCENIC TRAIL; COMPILE AND PUBLISH INFORMATION FOR TRAIL VISITORS; MANAGE, CONSERVE, AND PROTECT 250,000 ACRES OF TRAIL LANDS 17 17 78 3562 0 0 5624583 14377572 2596818 1734335 633969 434300 657203 398891 9512573 16945098 967197 7092058 0 0 4525695 4332270 0 0 513377 4970722 2962027 10463614 14386355 -951041 2558743 21748846 28589428 5040477 8089498 16708369 20499930 PRINCIPAL STEWARDS OF 2,200 MILE APPALACHIAN NATIONAL SCENIC TRAIL; COMPILE AND PUBLISH INFORMATION FOR TRAIL VISITORS; MANAGE, CONSERVE, AND PROTECT 250,000 ACRES OF TRAIL LANDS 0 0 12403784 7092058 2133226 THE APPALACHIAN TRAIL CONSERVANCY IS A VOLUNTEER-BASED, NONPROFIT ORGANIZATION DEDICATED TO THE PRESERVATION AND MANAGEMENT OF THE NATURAL, SCENIC, HISTORIC, AND CULTURAL RESOURCES ASSOCIATED WITH THE APPALACHIAN NATIONAL SCENIC TRAIL IN ORDER TO PROVIDE OUTDOOR RECREATION AND EDUCATIONAL OPPORTUNITIES FOR TRAIL VISITORS. THE ORGANIZATION SERVES AN ACTIVE MEMBERSHIP OF 29,650 AS WELL AS AN ESTIMATED 3 MILLION VISITORS ANNUALLY TO THE APPALACHIAN TRAIL. IT COORDINATES THE EFFORTS OF 31 MEMBER CLUBS AND OVER 3,500 VOLUNTEERS. 12403784 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 70 0 1 78 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 1 1 1 1 1 1 1 0 0 AL AZ CA CT DC FL GA IL ME MD MA NC NH NJ NY OH PA RI SC TN 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 EDWARD GUYOT SECRETARY 1.00 X X 0 0 0 JAMES LATORRE TREASURER 1.00 X X 0 0 0 ROBERT HUTCHINSON JR VICE CHAIR 1.00 X X 0 0 0 DANIEL A HOWE CHAIR, STEWARDSHIP COUNCIL 1.00 X X 0 0 0 GRANT DAVIES DIRECTOR 1.00 X 0 0 0 THOMAS GREGG DIRECTOR 1.00 X 0 0 0 JOHN KNAPP JR DIRECTOR 1.00 X 0 0 0 ANN HEILMAN MURPHY DIRECTOR 1.00 X 0 0 0 NORMAN P FINDLEY III DIRECTOR 1.00 X 0 0 0 RUBEN A ROSALES 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 AMBREEN TARIQ DIRECTOR 1.00 X 0 0 0 PATRICIA D SHANNON DIRECTOR 1.00 X 0 0 0 EBONI PRESTON DIRECTOR 1.00 X 0 0 0 RAJINDER SINGH DIRECTOR 1.00 X 0 0 0 SANDRA MARRA PRESIDENT & CEO 35.00 X 165548 0 10920 NICOLE PROROCK CHIEF FINANCIAL OFFICER 35.00 X 143916 0 5818 LAURA BELLEVILLE VP OF CONSERVATION 35.00 X 136190 0 19435 SHALIN DESAI VP OF ADVANCEMENT 35.00 X 138601 0 8316 LISA ZAID DIRECTOR OF DEVELOPMENT 35.00 X 110095 0 6198 694350 0 50687 5 0 1 0 LEWIS ADVERTISING CO INC 325 EAST OLIVER STREET BALTIMORE MD 21202 MAILING SERVICES 203418 BIS GLOBAL INC 8200 GREENSBORO DRIVE SUITE 1500 MCCLEAN VA 22102 SOFTWARE - CHARITY ENGINE 120298 DARTMOUTH PRINTING COMPANY PO BOX 419817 BOSTON MA 02241 PRINTING AND MAILING SERVICES 114837 ADVANTAGE TECHNOLOGY 950 KANAWHA BLVD E CHARLESTON WV 25301 IT SERVICES 106792 UPTOWN PRESS INC 501 W 23RD STREET BALTIMORE MD 21211 MAILING SERVICES 104260 6 1053938 875783 12447851 231451 14377572 CONTRACTUAL SERVICES 900099 1656625 1656625 MEMBERSHIP DUES 900099 77710 77710 1734335 242043 242043 5921668 5729411 192257 192257 192257 544834 240789 304045 304045 OTHER INCOME 900099 94846 94846 94846 16945098 2133226 0 434300 7087714 7087714 4344 4344 326202 326202 3253904 2979190 146280 128434 208682 163712 31262 13708 283941 227334 37573 19034 259541 216992 33194 9355 88045 88045 1374787 806395 378172 190220 10998 9107 1891 506586 397095 5494 103997 325381 211676 113705 105565 90575 13743 1247 207055 207055 SUPPLIES 167380 138471 22404 6505 LICENSES AND FEES 85190 36077 34271 14842 OTHER EXPENSES 51394 15410 17257 18727 PERSONNEL DEVELOPMENT 39646 19692 14537 5417 14386355 12403784 1469194 513377 3778968 4273372 1176238 1068987 3946005 6385965 381344 326285 95298 107949 4449306 2005878 2456929 2443428 9832643 13976438 81421 7004 21748846 28589428 1088910 875758 3719407 6742188 232160 471552 5040477 8089498 X 6979181 10598477 9729188 9901453 16708369 20499930 21748846 28589428 X 2558743 1260043 -27225 X X 0 1 X 1 1 1 X 7150357 8307689 9007295 5624583 7928085 38018009 1132954 975086 1049691 3421411 2279169 8858311 8283311 9282775 10056986 9045994 10207254 46876320 0 0 0 46876320 200714 224015 245560 268506 242043 1180838 200714 224015 245560 268506 242043 1180838 327815 771995 260485 192475 94846 1647616 8811840 10278785 10563031 9506975 10544143 49704774 0.94310 0.93420 0.02380 0.02370 X FORM 990, SCHEDULE A, PART III, LINE 1 DURING 2020, THE CONSERVANCY RECEIVED AN UNUSUAL GRANT TOTALING $6,449,487 FROM ONE GRANTOR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 13273 0 0 13273 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 WASHINGTON, D.C. ADVOCACY MEETINGS, WHICH MAY BE DELIVERED VIRTUALLY OR IN-PERSON. X X X X X 55 3118.00 1 0 1 13 1 45.00 45465 9633724 2689644 1420656 659360 13084664 9435253 1329077 1543836 2674442 9633724 10210534 554872 -465820 864333 9435253 8563452 1047050 1397038 797006 10210534 7534182 1303171 583449 857350 8563452 0.65439 0.25270 0.09290 0 0 1652196 1652196 1076112 694458 381654 593179 512114 81065 1127819 799306 328513 2443428 STOCKS 8846709 F FIXED INCOME SECURITIES 5129729 F 13976438 ANNUITIES PAYABLE 221552 REFUNDABLE ADVANCE 250000 471552 18258719 1260043 168848 -27225 1401666 16857053 88045 88045 16945098 14467158 168848 168848 14298310 88045 88045 14386355 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 -27,225. 1 THE TRUST FOR PUBLIC LAND 3 SHIPMAN PLACE MONTPELIER VT 05602 237222333 501(C)(3) 85000 WILD EAST ACTION FUND LAND PROTECTION SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY 372 MERRIMON AVE ASHEVILLE NC 28801 621098890 501(C)(3) 10000 TENNESSEE AND NORTH CAROLINA TAG GRANTS, ROAD MOUNTAIN NATURALIST, WILD EAST ACTION FUND LAND PROTECTION POTOMAC APPALACHIAN TRAIL CLUB 118 PARK STREET SE VIENNA VA 22180 530187508 501(C)(3) 23595 VA TAG GRANT, LLBEAN GRANTS TO CLUBS, RIDGERUNNER GRANTS GEORGIA APPALACHIAN TRAIL CLUB 4845 CHESTERFIELD CT SUWANEE GA 30024 586134664 501(C)(3) 29242 SEVERAL GRANTS FOR CONNECTING YOUTH WITH NATURE, RIDGERUNNERS, TRAIL AMBASSADORS, WILDERNESS FIRST AID AND TO PURCHASE TRAIL MAINTENANCE TOOLS MAINE APPALACHIAN TRAIL LAND TRUST PO BOX 761 PORTLAND ME 04104 010717546 501(C)(3) 23000 WILD EAST ACTION FUND CAPACITY BUILDING CENTRAL PA CONSERVANCY INC 401 EAST LOUTHER STREET STE 308 CARLISLE PA 17013 232191037 501(C)(3) 8000 WILD EAST ACTION FUND LAND PROTECTION FOREST SOCIETY OF MAINE 115 FRANKLIN STREET 3RD FLOOR BANGOR ME 04401 020413555 501(C)(3) 75000 WILD EAST ACTION FUND LAND PROTECTION NORTHEAST WILDERNESS TRUST CORPORATION 17 STATE STREET SUITE 302 MONTPELIER VT 05602 010729039 501(C)(3) 60000 WILD EAST ACTION FUND LAND PROTECTION THE SALISBURY ASSOCIATION INC PO BOX 553 SALISBURY CT 06068 066054763 501(C)(3) 30000 WILD EAST ACTION FUND LAND PROTECTION NATURE CONSERVANCY 4245 FAIRFAX DRIVE ARLINGTON VA 22203 530242652 501(C)(3) 100000 WILD EAST ACTION FUND LAND PROTECTION CATOCTIN LAND TRUST INC 365 WEST PATRICK STREET FREDERICK MD 21701 010578410 501(C)(3) 23000 WILD EAST ACTION FUND CAPACITY BUILDING HIGHSTEAD FOUNDATION INC 127 LONETOWN ROAD REDDING CT 06896 061108612 501(C)(3) 7500 A.T. LANDSCAPE PARTNERSHIP ACTION FUND FRIENDS OF HOT SPRINGS PUBLIC LIBRARY 9764 RAIDER HOLLOW ROAD UPTON KY 42784 753079739 501(C)(3) 5000 NC TAG GRANT BLUE RIDGE LAND CONSERVANCY 722 FIRST STREET SW L ROANOKE VA 24063 310496895 501(C)(3) 16500 WILD EAST ACTION FUND CAPACITY BUILDING, DIANA CHRISTOPULOS GRANT SOUTHERN APPALACHIAN WILDERNESS STEWARDS 225 EAST CHESNUT STREET STE 001 ASHEVILLE NC 28801 472407669 501(C)(3) 7000 NC TAG GRANT - WILDERNESS SKILL INSTITUTE APPALACHIAN MOUNTAIN CLUB 10 CITY SQUARE BOSTON MA 02129 046001677 501(C)(3) 75000 WILD EAST ACTION FUND LAND PROTECTION US FOREST SERVICE PO BOX 6200-09 PORTLAND OR 97228 720564834 10400 GA TAG GRANT HUDSON HIGHLANDS LAND TRUST INC 20 NAZARETH WAY PO BOX 226 GARRISON NY 10524 133528266 501(C)(3) 22000 LANDSCAPE PARTNERSHIP ACTION FUND NORTH NEWTON TOWNSHIP 528 OAKVILLE RD SHIPPENSBURG PA 17257 231871449 10800 SOUTH MTN MINI GRANT BLACKSBURG CHILDREN'S MUSEUM 782 NEW RIVER RD 812 CHRISTIANSBURG VA 24073 263715029 501(C)(3) 40000 COMMUNITY IMPACT GRANT POTOMAC VALLEY AUDUBON SOCIETY INC PO BOX 578 SHEPHERDSTOWN WV 25443 550626891 501(C)(3) 10000 WILD EAST ACTION FUND VERMONT LAND TRUST INC 8 BAILEY AVE MONTPELIER VT 05602 030264836 501(C)(3) 25000 WILD EAST ACTION FUND HOUSATONIC VALLEY ASSOCIATION INC PO BOX 28 150 KENT ROAD CORNWALL BRIDGE CT 06754 066049295 501(C)(3) 20000 WILD EAST ACTION FUND VALLEY CONSERVATION COUNCIL INC 17 BARRISTERS ROW STAUNTON VA 24401 541548245 501(C)(3) 8000 WILD EAST ACTION FUND LAND TRUST OF VIRGINIA PO BOX 14 MIDDLEBURG VA 20118 541601471 501(C)(3) 10000 WILD EAST ACTION FUND SMITHSONIAN INSTITUTION PO BOX 37012 MRC 035 WASHINGTON DC 20013 530206027 501(C)(3) 15000 WILD EAST ACTION FUND MOUNTAIN CASTLES SOIL AND WATER CONSERVATION DIST 36 EXECUTIVE CIRCLE ROANOKE VA 24012 541421531 16000 COMMUNITY IMPACT GRANT CORNWALL CONSERVATION TRUST INC PO BOX 74 WEST CORNWALL CT 06796 061203660 501(C)(3) 50000 WILD EAST ACTION FUND THE MAYAPPLE SCHOOL 404 MOUNT TABOR RD BLACKSBURG VA 24060 830570061 501(C)(3) 23000 COMMUNITY IMPACT GRANT THE HUMBLE HUSTLE COMPANY INC 601 11TH ST NW ROANOKE VA 24017 475266274 501(C)(3) 40000 COMMUNITY IMPACT GRANT APPALACHIAN TRAIL MUSEUM SOC 4655 LAUREL VALLEY LANE ENOLA PA 17025 300127417 501(C)(3) 8500 WILD EAST ACTION FUND ROANOKE APPALACHIAN TRAIL CLUB PO BOX 12282 ROANOKE VA 24024 541364967 501(C)(3) 7212 COMMUNITY IMPACT GRANT GILES COUNTY 315 NORTH MAIN STREET PEARISBURG VA 24134 546001304 300000 COMMUNITY IMPACT GRANT THE CONSERVATION FUND 1655 NORTH FORT MYER DRIVE SUITE 1300 ARLINGTON VA 22209 521388917 501(C)(3) 5842200 CONSERVATION PROJECTS 34 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 165548 0 0 0 0 0 4563 0 6357 0 176468 0 0 0 LAURA BELLEVILLE VP OF CONSERVATION 136190 0 0 0 0 0 11981 0 7454 0 155625 0 0 0 X 27 211239 FAIR MARKET VALUE X VARIOUS EQUIPMENT AND SUPPLIES 2 20212 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 30,500 SUBSCRIBED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS ANNUALLY AT THE ANNUAL MEMBERSHIP MEETING. 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 XI, LINE 9: ANNUITY ACTUARIAL ADJUSTMENT -27,225. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.