Civic Intelligence

Blue Ridge Bartram Trail Conservancy Inc.

990EZ • Fiscal year 2021 • EIN 58-1546016

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 12, 2021

PO Box 968Highlands, NC 28741

(828) 634-1411

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$147,216

No earlier filing loaded for comparison.

Net Assets

$147,216

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$179,504

No earlier filing loaded for comparison.

Expenses

$79,274

No earlier filing loaded for comparison.

Net Income

$100,230

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2021: $147,216Net Assets 2021: $147,2162021Assets 2022: $283,368Liabilities 2022: $1,605Net Assets 2022: $281,7632022Assets 2023: $178,868Liabilities 2023: $1,584Net Assets 2023: $177,2842023Assets 2024: $251,243Liabilities 2024: $4,175Net Assets 2024: $247,0682024

Highlighted filing

2021

Assets$147,216
Liabilities-
Net Assets$147,216

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0Revenue 2021: $179,504Expenses 2021: $79,274Net Income 2021: $100,2302021Revenue 2022: $90,755Expenses 2022: $41,753Net Income 2022: $49,0022022Revenue 2023: $234,127Expenses 2023: $198,849Net Income 2023: $35,2782023Revenue 2024: $231,677Expenses 2024: $161,893Net Income 2024: $69,7842024

Highlighted filing

2021

Revenue$179,504
Expenses$79,274
Net Income$100,230
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 12, 2021
Return Version
2020v4.0
Gross Receipts
$179,919
Mission and Program Overview

Mission

To recognize and honor the philadelphia-born naturalist, william bartram, who traveled through the southeast between the years 1773 and 1777, writing exact and vived descriptions of the plants and animals he saw and the native tribes he encountered, and who published these writings in 1791 as "travels of william bartram". To establish and maintain a 110 mile memorial trail, following a route as close as possible to bartram's original route through northeast georgia and western north carolina. To promote further inquiry and knowledge about the plants and animals of the southern appalachians, as well as the traditions and culture of the native cherokee people, which bartram encountered on this travel here in 1775.

To recognize and honor the philadelphia-born naturalist, william bartram, who traveled through the southeast between the years 1773 and 1777, writing exact and vivid descriptions of the plants and animals he saw and the native tribes he encountered, and who published these writings in 1791 as "travels of william bartram". To establish and maintain a 110 mile memorial trail, following a route as close as possible to bartram's original route through northeast georgia and western north carolina. To promote further inquiry and knowledge about the plants and animals of the southern appalachians, as well as the traditions and culture of the native cherokee people, which bartram encountered on this travel here in 1775.

Program Services

DescriptionGrantsExpenses
HONOR WILLIAM BARTRAM WITH MEMORIAL TRAIL. STUDY PLANTS, ANIMALS AND THE TRIDITIONS AND CULTURE OF THE CHEROKEE PEOPLE.-$79,274
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON REISPresident-$0--
ERIN HADJIDAKISVice Preside-$0--
JEAN HUNNICUTTSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Blue Ridge Bartram Trail
EIN
58-1546016
Phone
8286341411
Address
PO BOX 968, HIGHLANDS, NC 28741

Signing Officer

Name
Don Reis
Title
President
Phone
8286341411
Signed
2021-08-12

Preparer

Firm
Stephen L Lucas CPA Pa
Address
PO BOX 1357, HIGHLANDS, NC 28741-1357
Preparer
Stephen L Lucas
Phone
8285262399
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 3,726 office expense 3,074 directors & officers inc 1,989 employee expenses 2,788 supplies 14,308 other 1,054 automoble mileage 1,074 total 28,013

Form 990-ez, Part III

To recognize and honor the philadelphia-born naturalist, william bartram, who traveled through the southeast between the years 1773 and 1777, writing exact and vivid descriptions of the plants and animals he saw and the native tribes he encountered, and who published these writings in 1791 as "travels of william bartram". To establish and maintain a 110 mile memorial trail, following a route as close as possible to bartram's original route through northeast georgia and western north carolina. To promote further inquiry and knowledge about the plants and animals of the southern appalachians, as well as the traditions and culture of the native cherokee people, which bartram encountered on this travel here in 1775.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PrimaryExemptPurposeTxt0TO RECOGNIZE AND HONOR THE PHILADELPHIA-BORN NATURALIST, WILLIAM BARTRAM, WHO TRAVELED THROUGH THE SOUTHEAST BETWEEN THE YEARS 1773 AND 1777, WRITING EXACT AND VIVID DESCRIPTIONS OF THE PLANTS AND ANIMALS HE SAW AND THE NATIVE TRIBES HE ENCOUNTERED, AND WHO PUBLISHED THESE WRITINGS IN 1791 AS "TRAVELS OF WILLIAM BARTRAM". TO ESTABLISH AND MAINTAIN A 110 MILE MEMORIAL TRAIL, FOLLOWING A ROUTE AS CLOSE AS POSSIBLE TO BARTRAM'S ORIGINAL ROUTE THROUGH NORTHEAST GEORGIA AND WESTERN NORTH CAROLINA. TO PROMOTE FURTHER INQUIRY AND KNOWLEDGE ABOUT THE PLANTS AND ANIMALS OF THE SOUTHERN APPALACHIANS, AS WELL AS THE TRADITIONS AND CULTURE OF THE NATIVE CHEROKEE PEOPLE, WHICH BARTRAM ENCOUNTERED ON THIS TRAVEL HERE IN 1775.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 3,726 OFFICE EXPENSE 3,074 DIRECTORS & OFFICERS INC 1,989 EMPLOYEE EXPENSES 2,788 SUPPLIES 14,308 OTHER 1,054 AUTOMOBLE MILEAGE 1,074 TOTAL 28,013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO RECOGNIZE AND HONOR THE PHILADELPHIA-BORN NATURALIST, WILLIAM BARTRAM, WHO TRAVELED THROUGH THE SOUTHEAST BETWEEN THE YEARS 1773 AND 1777, WRITING EXACT AND VIVID DESCRIPTIONS OF THE PLANTS AND ANIMALS HE SAW AND THE NATIVE TRIBES HE ENCOUNTERED, AND WHO PUBLISHED THESE WRITINGS IN 1791 AS "TRAVELS OF WILLIAM BARTRAM". TO ESTABLISH AND MAINTAIN A 110 MILE MEMORIAL TRAIL, FOLLOWING A ROUTE AS CLOSE AS POSSIBLE TO BARTRAM'S ORIGINAL ROUTE THROUGH NORTHEAST GEORGIA AND WESTERN NORTH CAROLINA. TO PROMOTE FURTHER INQUIRY AND KNOWLEDGE ABOUT THE PLANTS AND ANIMALS OF THE SOUTHERN APPALACHIANS, AS WELL AS THE TRADITIONS AND CULTURE OF THE NATIVE CHEROKEE PEOPLE, WHICH BARTRAM ENCOUNTERED ON THIS TRAVEL HERE IN 1775.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DON REIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08286341411
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE RIDGE BARTRAM TRAIL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONSERVANCY INC
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ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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Filings