Civic Intelligence

Blue Ridge Bartram Trail Conservancy Inc.

990 • Fiscal year 2024 • EIN 58-1546016

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 30, 2025

Organization ProfileN/A
51 Cowee School DrFranklin, NC 28734

(828) 634-1411

Siviq Scores

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

Liabilities / Assets

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

40%

Faster asset growth than 82% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-1.0%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$251,243

Up $72,375 (+40%) from 2023

Net Assets

Up

$247,068

Up $69,784 (+39%) from 2023

Liabilities

Up

$4,175

Up $2,591 (+164%) from 2023

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin82nd percentile

Revenue

Down

$231,677

Down $2,450 (-1.0%) from 2023

Expenses

Down

$161,893

Down $36,956 (-19%) from 2023

Net Income

Up

$69,784

Up $34,506 (+98%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

2024

Assets$251,243
Liabilities$4,175
Net Assets$247,068
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

2024

Revenue$231,677
Expenses$161,893
Net Income$69,784
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 30, 2025
Return Version
2024v5.0
Gross Receipts
$231,677
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$178,868$231,243▲ $52,375
Savings and Temporary Cash Investments-$20,000-
Total Assets$178,868$251,243▲ $72,375
Liabilities
Other Liabilities$1,584$2,725▲ $1,141
Accounts Payable and Accrued Expenses-$1,450-
Total Liabilities$1,584$4,175▲ $2,591
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$177,284$247,068▲ $69,784
Total Net Assets Fund Balance$177,284$247,068▲ $69,784
Total Liabilities and Net Assets / Fund Balance$178,868$251,243▲ $72,375
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Kristina MoePresident
Jean HunnicuttSecretary
Starlett HendersonTreasurer
Philip RogersVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$223,386
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$8,291
Change in Net Assets
$69,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$82,833
Other Expenses$79,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$76,947--$76,947
Fees for Services Other$23,992--$23,992
Office Expenses$20,014--$20,014
Advertising$9,757--$9,757
Insurance$7,004--$7,004
Payroll Taxes$5,886--$5,886
Other Expenses$1,439--$1,439
Fees for Services Accounting$1,285--$1,285
Travel$1,248--$1,248
Occupancy$1,180--$1,180
All Other Expenses$1,005--$1,005
Total Functional Expenses$161,893$0$0$161,893
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Payable$2,384
Sales Tax Payable$341
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The president is given a copy of the return to review.”

Form 990, Page 6, Part VI, Line 19

“110”

Filing and Contact Details

Filer

Filer Name
Blue Ridge Bartram Trail
EIN
58-1546016
Phone
8286341411
Address
51 COWEE SCHOOL DR, FRANKLIN, NC 28734

Signing Officer

Name
Kristina Moe
Title
President
Phone
8286341411
Signed
2025-08-30
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
0
Employees
2

Preparer

Firm
Michael L Ramey CPA Pa
Address
114 MACON CENTER DR, FRANKLIN, NC 28734
Preparer
Michael L Ramey
Phone
8285242199
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.”

Form 990, Page 2, Part III, Line 4D

“Honor william bartram with memorial trail. Study plants, animals and the traditions and culture of the cherokee people.”

Form 990, Part IX, Line 11G

“Contracted services 23,992 0 0”

Form 990, Part XI, Line 9

“Cash account adjustment 0”

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HONOR WILLIAM BARTRAM WITH MEMORIAL TRAIL. STUDY PLANTS, ANIMALS AND THE TRADITIONS AND CULTURE OF THE CHEROKEE PEOPLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT IS GIVEN A COPY OF THE RETURN TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACTED SERVICES 23,992 0 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0251243
IRS990/TravelGrp/ProgramServicesAmt01248
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KRISTINA MOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLUE RIDGE BARTRAM TRAIL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONSERVANCY INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562214665
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL L RAMEY CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 MACON CENTER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKLIN
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL L RAMEY
ReturnHeader/ReturnTs02025-08-30T09:50:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$251,243
Liabilities
$4,175
Net assets
$247,068
Revenue
$231,677
Expenses
$161,893
Net income
$69,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.04$2.47$2.32$1.62$0.70
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.02$1.77$2.34$1.99$0.35
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.02$2.82$0.91$0.42$0.49
2021Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.80$0.79$1.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits