2019-09-09T10:57:43-05:00 2018-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990 2018-01-01 526046689 APPALACHIAN TRAIL CONSERVANCY APPA 3045356331 PO BOX 807 HARPERS FERRY WV 25425 SANDRA MARRA PRESIDENT & CEO 3045356331 2019-09-09 1 JENNIFER R FILES CPA P01275752 5406623417 173.120.215.53 2019-09-09 06:39:25 ED P 2BD9941C2218514039E2696DAFBBB0AADD46666A A1A158F754B7DB14F77035B1CEF38E30CCD393AD 2018 2019-02-21 02:37:17Z SANDRA MARRA PO BOX 807 HARPERS FERRY WV 25425 15753419 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 15 15 105 5832 0 0 8198339 8918670 109350 88625 777797 317111 1310652 803861 10396138 10128267 490663 721112 0 0 4637355 4512192 0 0 771379 4203032 3936864 9331050 9170168 1065088 958099 19448724 20855085 2629097 4474238 16819627 16380847 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 7067189 721112 909913 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 42,625 AS WELL AS AN ESTIMATED 2 MILLION VISITORS ANNUALLY TO THE APPALACHIAN TRAIL. IT COORDINATES THE EFFORTS OF 31 MEMBER CLUBS AND OVER 5,800 VOLUNTEERS. 7067189 1 1 0 1 0 0 1 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 196 0 1 105 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN NV NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI X X THE ORGANIZATION 3045356331 PO BOX 807 HARPERS FERRY WV 25425 SANDRA MARRA CHAIR (RESIGNED JULY '19) 10.00 X X 0 0 0 EDWARD GUYOT SECRETARY 1.00 X X 0 0 0 MARY HIGLEY TREASURER (RESIGNED AUG '19) 1.00 X X 0 0 0 GREG WINCHESTER VICE CHAIR 1.00 X X 0 0 0 COLIN BEASLEY DIRECTOR (CHAIR EFFECTIVE JULY '19) 1.00 X 0 0 0 THOMAS GREGG DIRECTOR 1.00 X 0 0 0 BETH BRYAN CRITTON DIRECTOR 1.00 X 0 0 0 SHALIN DESAI DIRECTOR 1.00 X 0 0 0 JAMES LATORRE DIRECTOR (TREAS. EFFECTIVE AUG '19) 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 DANIEL A HOWE DIRECTOR 1.00 X 0 0 0 GRANT DAVIES DIRECTOR 1.00 X 0 0 0 ROBERT HUTCHINSON JR DIRECTOR 1.00 X 0 0 0 SUZANNE DIXON PRESIDENT & CEO (RESIGNED JULY '19) 35.00 X 168551 0 12413 STACEY MARSHALL VP OF FINANCE AND ADMIN 35.00 X 82322 0 19976 LAURA BELLEVILLE VP OF CONSERVATION 35.00 X 106997 0 19196 357870 0 51585 2 0 1 0 AB DATA LTD PO BOX 170062 MILWAUKEE WI 532178000 MAILING SERVICES 252832 POTOMAC APPAL TRAIL CLUB 118 PARK STREET SE VIENNA VA 221804609 TRAIL MAINTENANCE 154802 BIS GLOBAL INC 8200 GREENSBORO DRIVE SUITE 1500 MCLEAN VA 22102 SOFTWARE 126258 DARTMOUTH PRINTING COMPANY PO BOX 419817 BOSTON MA 022419817 PRINTING AND MAILING SERVICES 113450 MAINE APPALACHIAN TRAIL CLUB PO BOX 7564 PORTLAND ME 04112 TRAIL MAINTENANCE 111373 5 1111407 50000 2412349 5344914 114376 8918670 MEMBERSHIP DUES 813312 88625 88625 88625 245560 245560 5170428 5098877 71551 71551 71551 19960 50000 37387 -17427 -17427 1049691 488888 560803 560803 OTHER INCOME 900099 260485 260485 260485 10128267 909913 0 299684 712839 712839 8273 8273 283262 226609 42489 14164 3478447 2713385 406739 358323 126325 96315 20330 9680 314795 239449 50827 24519 309363 241736 36862 30765 91763 91763 20301 19751 550 364791 267929 95340 1522 270416 222552 34316 13548 34629 28500 4394 1735 183630 15021 149126 19483 CONTRACTED SERVICES 1960341 1468126 304035 188180 POSTAGE 346636 326555 551 19530 PRINTING 239498 210399 1185 27914 SUPPLIES 224056 197729 22425 3902 200803 72021 71218 57564 9170168 7067189 1331600 771379 2123931 2326127 648781 718327 59955 150095 2495113 4159860 357268 373358 156936 103834 4207347 1631035 2677836 2576312 10266330 10360891 662574 86281 19448724 20855085 531220 774646 1828537 3445743 3932 265408 253849 2629097 4474238 X 7088401 6349512 5586969 6093476 4144257 3937859 16819627 16380847 19448724 20855085 X 958099 -790112 -606767 X X 0 1 X 1 1 1 X 6434891 6295639 7150357 8307689 9007295 37195871 1002990 1183366 1132954 975086 1049691 5344087 7437881 7479005 8283311 9282775 10056986 42539958 0 0 0 42539958 207326 180714 200714 224015 245560 1058329 207326 180714 200714 224015 245560 1058329 186512 439633 327815 771995 260485 1986440 7831719 8099352 8811840 10278785 10563031 45584727 0.93320 0.92490 0.02320 0.02260 X 1 1 0 0 0 0 1 98279 0 0 98279 0 FORM 990, SCHEDULE C, PART II-B, LINE 1 THE ORGANIZATION ADVOCATES ON ISSUES OF IMPORTANCE FOR THE PROTECTION OF THE APPALACHIAN TRAIL, MEETING WITH FEDERAL AND LOCAL ELECTED OFFICIALS AND ENGAGING ITS MEMBERS AND VOLUNTEERS IN GRASSROOTS-STYLE ONLINE COMMUNICATION. ONCE A YEAR, SELECT REGIONAL STAFF PARTICIPATE IN ONE TO TWO DAYS OF "HIKE THE HILL" MEETINGS. X X X X X 55 3118.00 1 0 0 13 1 45.00 3367 10210534 554872 -465820 864333 9435253 8563452 1047050 1397038 797006 10210534 7534182 1303171 583449 857350 8563452 7858170 343039 -23858 643169 7534182 6470772 1390954 352477 356033 7858170 0.58260 0.41740 0 0 1664157 1664157 1041369 662498 378871 564299 433236 131063 937522 535301 402221 2576312 STOCKS 6431892 F FIXED INCOME SECURITIES 3928999 F 10360891 ANNUITIES PAYABLE 253849 253849 8682612 -790112 5600 -606767 -1391279 10073891 91763 -37387 54376 10128267 9121392 5600 37387 42987 9078405 91763 91763 9170168 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 -30,833. INVESTMENT PROPERTY WRITE-DOWN -575,934. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING COSTS OFFSET AGAINST REVENUE ON 990 -37,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS OFFSET AGAINST REVENUE ON 990 37,387. ART EXHIBIT 50000 50000 11468 24873 ANNIVERSARY CELEBRATION 19960 19960 1046 69960 50000 19960 11468 25919 37387 -17427 1 THE TRUST FOR PUBLIC LAND 3 SHIPMAN PLACE MONTPELIER VT 05602 237222333 501(C)(3) 50000 VOLGENAU FOUNDATION GRANT SOUTHERN APPALACHIAN HIGHLANDS CONSERVANCY 372 MERRIMON AVE ASHEVILLE NC 28801 621098890 501(C)(3) 6033 TENNESSEE AND NORTH CAROLINA TAG GRANTS NYNJ TRAIL CONFERENCE 600 RAMAPO VALLEY ROAD MAHWAH NJ 07430 226042838 501(C)(3) 15975 LL BEAN AND RR PROGRAM GRANTS POTOMAC APPALACHIAN TRAIL CLUB 118 PARK STREET SE VIENNA VA 22180 530187508 501(C)(3) 59354 RR PROGRAM GRANTS, WHISKY HOLLOW SHELTER PRIVY, AND LANDSCAPE PARTNERSHIP ACTION FUND AMC DELAWARE VALLEY 100 WESTMINSTER COURT HARLEYSVILLE PA 19438 046001677 501(C)(3) 7591 FOR RR GRANT-NE PA VISITOR USE SOUTHERN APPALACHIAN RAPTOR RESEARCH PO BOX 305 MARS HILL NC 28754 300442737 501(C)(3) 6250 BIG BALD MOUNTAIN BIRD BANDING/MONITORING GREENE TOWNSHIP PO BOX 215 1145 GARVER LANE SCOTLAND PA 17254 236000341 12756 CORKER HILL FEASIBILITY STUDY HISTORIC GETTYSBURG ADAMS COUNTY INC PO BOX 4611 53 E MIDDLE STREET GETTYSBURG PA 17325 231974727 501(C)(3) 10800 BARN SURVEY & REGISTRY PROGRAM CUMBERLAND COUNTY HISTORICAL SOCIETY PO BOX 626 21 N PITT STREET CARLISLE PA 17013 231522656 501(C)(3) 11520 PRESERVATION EDUCATION & MARKETING PROGRAM NANTAHALA HIKING CLUB 45 PINE HILL ROAD FRANKLIN NC 28734 581664572 501(C)(3) 5093 NORTH CAROLINA TAG GRANT CAROLINA MOUNTAIN CLUB PO BOX 68 ASHEVILLE NC 28802 237252537 501(C)(3) 9105 NORTH CAROLINA TAG GRANT AND MAX PATCH KIOSK MAINSPRING CONSERVATION TRUST INC PO BOX 1148 FRANKLIN NC 28744 562142199 501(C)(3) 21500 SIMP GAP TRACT ACQUISITION CUMBERLAND COUNTY ECONOMIC DEV CORP 401 EAST LOUTHER STREET STE 209 CARLISLE PA 17013 202254486 501(C)(3) 5600 REGION-WIDE AGRITOURISM GUIDE GEORGIA APPALACHIAN TRAIL CLUB 225 WEATHERWOOD CIRCLE ALPHARETTA GA 30004 586134664 501(C)(3) 18280 SEVERAL GRANTS FOR CONNECTING YOUTH WITH NATURE, RIDGERUNNERS, TRAIL AMBASSADORS, WILDERNESS FIRST AID AND TO PURCHASE TRAIL MAINTENANCE TOOLS WILDLANDS CONSERVANCY INC 3701 ORCHID PLACE EMMAUS PA 18049 237401326 501(C)(3) 80000 LANDSCAPE PARTNERSHIP ACTION FUND MAINE APPALACHIAN TRAIL LAND TRUST PO BOX 761 PORTLAND ME 04104 010717546 501(C)(3) 15000 LANDSCAPE PARTNERSHIP ACTION FUND HUDSON HIGHLANDS LAND TRUST INC 20 NAZARETH WAY PO BOX 226 GARRISON NY 10524 133528266 501(C)(3) 65600 LANDSCAPE PARTNERSHIP ACTION FUND NEW RIVER LAND TRUST PO BOX K BLACKSBURG VA 24063 542053383 501(C)(3) 94860 LANDSCAPE PARTNERSHIP ACTION FUND OPEN SPACE INSTITUTE INC 1350 BROADWAY STE 201 NEW YORK NY 10018 521053406 501(C)(3) 16980 LANDSCAPE PARTNERSHIP ACTION FUND CENTRAL PA CONSERVANCY INC 401 EAST LOUTHER STREET STE 308 CARLISLE PA 17013 232191037 501(C)(3) 33640 LANDSCAPE PARTNERSHIP ACTION FUND UPPER VALLEY LAND TRUST INC 19 BUCK ROAD HANOVER NH 03755 020387997 501(C)(3) 100000 LANDSCAPE PARTNERSHIP ACTION FUND 21 FIRST AID AND SAFETY TRAINING 27 2194 GEORGIA TAG GRANT 1 2500 BIRCH RUN SHELTER PRIVY 1 3579 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 SUZANNE DIXON PRESIDENT & CEO (RESIGNED JULY '19) 168551 0 0 0 0 0 178 0 12235 0 180964 0 0 0 X 18 84406 FAIR MARKET VALUE X VARIOUS EQUIPMENT 5 29970 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS OVER 42,000 SUBSCRIBED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS EVERY OTHER YEAR AT THE BIENNIAL 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 -30,833. INVESTMENT PROPERTY WRITE-DOWN -575,934. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.