2020-07-13T13:41:19-05:00 2019-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2019-01-01 330051202 PACIFIC CREST TRAIL ASSOCIATION PACI 9162851848 1331 GARDEN HWY NO 230 SACRAMENTO CA 95833 TERESA RAICHART CHIEF FINANCIAL & ADMIN 9162851848 2020-07-08 1 JENNIFER Z IWATA P01310188 9166466464 2020-07-08 207.231.71.251 2020-07-08 19:09:34 PD P 67639D8D55F6B218ED5E382FB77B71D17F0527F1 67639D8D55F6B218ED5E382FB77B71D17F0527F1 2019 2021-01-29 14:40:06Z LIZ BERGERON 1331 GARDEN HWY NO 230 SACRAMENTO CA 95833 5474822 0 X WWW.PCTA.ORG X 1977 CA TO PROTECT, PRESERVE AND PROMOTE THE PACIFIC CREST NATIONAL SCENIC TRAIL AS A WORLD-CLASS EXPERIENCE 14 14 38 2038 1004 -452 2651187 3209124 1144148 1026108 76209 82561 19745 20397 3891289 4338190 104830 52350 0 0 2155649 2333127 40781 36880 736215 1309397 1334124 3610657 3756481 280632 581709 3753661 4600339 230126 287122 3523535 4313217 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 494088 94704 PROTECT:IN 2019, THE PACIFIC CREST TRAIL ASSOCIATION (PCTA) PARTNERED WITH LAND TRUSTS AND FEDERAL AGENCIES TO PURCHASE LAND FROM PRIVATE OWNERS THAT INCLUDED OR WAS 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. PCTA'S ADVOCACY WORK IN 2019 MADE POSSIBLE THE FOLLOWING ACQUISITION BENEFITTING THE PCT: -IN NORTHERN CALIFORNIA, THE U.S. FOREST SERVICE ACQUIRED 10,300 ACRES FROM THE MICHIGAN-CALIFORNIA TIMBER COMPANY IN SISKIYOU AND TRINITY COUNTIES, PROTECTING 17 MILES OF THE PCT AND 10 ALPINE LAKES.(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 USE, GRAZING, SKI RESORT EXPANSION, COMMERCIAL AND COMPETITIVE EVENTS, HOUSING DEVELOPMENTS, ILLEGAL MOTORIZED USE, PUBLIC LAND TRANSFERS, IMPACTS FROM INCREASED USE;-CALIFORNIA- WIND DEVELOPMENT, SOLAR INSTALLATION, ENERGY TRANSMISSION LINES, WATER PIPELINES, DAM REAUTHORIZATION, ENDANGERED SPECIES, CALIFORNIA HIGH SPEED RAIL, HIGHWAY 138 EXPANSION, YELLOW CREEK BRIDGE EXPANSION, STATE ROUTE 89 REALIGNMENT AT BURNEY FALLS STATE PARK, FOREST PLANNING, TRAVEL MANAGEMENT AND OVER-SNOW VEHICLE PLANNING;-OREGON- PACIFIC CONNECTOR NATURAL GAS PIPELINE; PEDESTRIAN WALKWAY ADVOCACY FOR THE BRIDGE OF THE GODS -WASHINGTON- GRIZZLY BEAR RESTORATION. OUR 2019 PROTECTION ACTIVITIES ALSO INCLUDED AN ANNUAL TRIP TO WASHINGTON, D.C. IN FEBRUARY TO ADVOCATE FOR FEDERAL TRAIL MANAGEMENT, OPERATIONS AND LAND ACQUISITION FUNDING FOR THE PCT. VOLUNTEERS-INCLUDING YOUTH-AND PCTA STAFF MEMBERS ATTENDED THIS "HIKE THE HILL" EVENT, VISITING WITH FEDERAL AGENCY LEADERS AND CONGRESSIONAL REPRESENTATIVES AND THEIR STAFF. 1224107 52350 665250 PRESERVE:IN 2019, 2,038 VOLUNTEER CITIZEN STEWARDS AND CORPS CREW MEMBERS PERFORMED THE HARD, PHYSICAL LABOR OF ANNUAL MAINTENANCE AND RESTORATION OF THE PCT. PCTA VOLUNTEERS CONTRIBUTED 106,512 SERVICE HOURS IN 2019, AN IN-KIND VALUE OF $2.7 MILLION. THESE HOURS INCLUDED:-1,605 MILES OF TRAIL MAINTENANCE-31 MILES OF TRAIL RECONSTRUCTION-47 VOLUNTEER TRAINING EVENTS. 823336 271317 PROMOTE:THROUGH OUR PRINT AND ELECTRONIC PUBLICATIONS AND PERSONAL OUTREACH,-WE PROMOTE THE PACIFIC CREST TRAIL-PROMOTE SAFE AND RESPONSIBLE USE OF THE TRAIL BY EDUCATING TRAIL USERS IN "LEAVE NO TRACE" PRINCIPLES-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 2019, PROMOTIONAL ACTIVITIES INCLUDED: -PUBLISHING FOUR ISSUES (56,000 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 7,724 INQUIRIES FROM TRAIL USERS AND THE GENERAL PUBLIC; -ISSUED 7,888 LONG-DISTANCE PERMITS;-MONITORED 1,842,111 WEBSITE VISITS, 163,332 FACEBOOK LIKES AND 96,000 INSTAGRAM FOLLOWERS. 2541531 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 18 0 1 38 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 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 1331 GARDEN HWY NO 230 SACRAMENTO CA 95833 CHIP HERZIG DIRECTOR 3.00 X 0 0 0 KEVIN BACON DIRECTOR 3.00 X 0 0 0 TIM MCGUIRE DIRECTOR 3.00 X 0 0 0 DON RALPHS DIRECTOR 3.00 X 0 0 0 KEN SCHWARZ DIRECTOR 3.00 X 0 0 0 JIM NEWMAN DIRECTOR 3.00 X 0 0 0 JOHN CRAWFORD DIRECTOR 3.00 X 0 0 0 GABE GUNDLING DIRECTOR 3.00 X 0 0 0 KATIE HAWKINS DIRECTOR 3.00 X 0 0 0 VICKI KELLERMAN DIRECTOR 3.00 X 0 0 0 LISA NAITO DIRECTOR 3.00 X 0 0 0 RICK THALHAMMER VICE CHAIR 3.00 X X 0 0 0 SCOTT JACOBSMEYER TREASURER 3.00 X X 0 0 0 TOM REVELEY CHAIR 3.00 X X 0 0 0 LIZ BERGERON EXEC DIRECTOR & CEO 40.00 X 166397 0 14425 TERESA RAICHART CHIEF FINANCIAL & ADMIN 40.00 X 115806 0 16118 MEGAN WARGO DIRECTOR OF LAND PROTECTIO 40.00 X 115797 0 17540 398000 0 48083 3 0 1 0 0 3209124 548460 3209124 GOVERNMENT GRANTS 900099 993982 993982 SPONSORSHIP REVENUE 900099 31122 31122 ADVERTISING REVENUE 541800 1004 1004 1026108 72989 72989 8918 8918 1142365 400 1133193 0 9172 400 9572 9572 5312 0 5312 5312 9306 3439 5867 5867 OTHER INCOME 900099 300 300 300 4338190 1031271 1004 96791 52350 52350 312746 102921 188126 21699 1519961 1053919 131353 334689 123478 77787 21727 23964 224343 141329 39475 43539 152599 96132 26851 29616 22615 13526 5201 3888 18599 11781 3171 3647 36880 36880 80447 68349 5459 6639 371176 319102 3822 48252 52625 38457 6320 7848 165643 116959 21916 26768 203486 183739 2522 17225 80110 63208 4571 12331 23514 14894 4009 4611 17584 11138 2998 3448 DIRECT MAIL 196762 96412 100350 101563 79528 11214 10821 3756481 2541531 478735 736215 307836 298416 255072 162438 108636 88534 6266 27575 56652 66386 285548 205284 39174 80264 2980025 3876726 3753661 4600339 226292 282993 3834 4129 230126 287122 X 1623722 1872565 1899813 2440652 3523535 4313217 3753661 4600339 581709 207973 0 X X 0 1 X 1 0 X 2694386 3525804 2353421 2651187 3209124 14433922 2694386 3525804 2353421 2651187 3209124 14433922 64075 14369847 37703 37950 46243 61518 81907 265321 14699243 3237273 0.97760 0.98510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106302 106302 3650179 3756481 337824 84456 0 0 294979 317993 330533 337824 1281329 1921994 46472 62849 93159 106302 308782 73745 79498 82633 84456 320332 480498 1404097 6396 252367 67339 1595521 1502117 34572 -59683 72909 1404097 1285616 60541 188960 33000 1502117 1229298 11798 89420 44900 1285616 1266286 9929 -7161 39756 1229298 0.05000 0.68000 0.27000 0 0 6124 102 6022 206672 132430 74242 72752 72752 0 80264 X 4900272 207973 350670 3439 562082 4338190 0 4338190 4110590 350670 3439 354109 3756481 0 3756481 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: STORE - COST OF GOODS SOLD 3,439. PART XII, LINE 2D - OTHER ADJUSTMENTS: STORE - COST OF GOODS SOLD 3,439. X X X X X X X 1 CATHERINE CONNOLLY 3344 MARINA COVE CIRCLE ELK GROVE CA 95758 FUNDRAISING STRATEGIES FOR DIRECT MARKETING 0 609045 33600 575445 609045 33600 575445 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 WASHINGTON CONSERVATION CORPS PO BOX 47600 OLYMPIA WA 98504 916001063 27598 TRAIL MAINTENANCE AMERICAN CONSERVATION EXPERIENCE 2900 NORTH FORT VALLEY ROAD FLAGSTAFF AZ 86001 371473291 501(C)(3) 20852 TRAIL MAINTENANCE 2 0 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 156397 0 10000 0 0 0 13280 0 1145 0 180822 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 100108 FMV X 28 448352 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 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 2020. 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.