Civic Intelligence

Western States Trail Endowment Fund

990 • Fiscal year 2015 • EIN 68-0470208

Jan 01, 2015 to Dec 31, 2015 • Filed on May 08, 2016

Organization ProfileTeviscup.org
150A Gum LaneAuburn, CA 95603

(916) 782-6575

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.08x

Higher debt load relative to revenue than 59% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

1st percentile

-388%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

6th percentile

-27%

Faster asset growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-64%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$650,185

Down $235,356 (-27%) from 2014

Net Assets

Down

$645,791

Down $238,250 (-27%) from 2014

Liabilities

Up

$4,394

Up $2,894 (+193%) from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$56,881

Down $101,204 (-64%) from 2014

Expenses

Up

$277,343

Up $245,450 (+770%) from 2014

Net Income

Down

-$220,462

Down $346,654 (-275%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$1.0M$500K$0Assets 2010: $488,323Net Assets 2010: $488,3232010Assets 2011: $515,017Liabilities 2011: $0Net Assets 2011: $515,0172011Assets 2012: $640,893Liabilities 2012: $3,377Net Assets 2012: $637,5162012Assets 2013: $767,596Liabilities 2013: $1,500Net Assets 2013: $766,0962013Assets 2014: $885,541Liabilities 2014: $1,500Net Assets 2014: $884,0412014Assets 2015: $650,185Liabilities 2015: $4,394Net Assets 2015: $645,7912015Assets 2016: $700,901Liabilities 2016: $1,561Net Assets 2016: $699,3402016Assets 2017: $807,597Liabilities 2017: $1,158Net Assets 2017: $806,4392017Assets 2018: $754,624Liabilities 2018: $0Net Assets 2018: $754,6242018Assets 2019: $826,202Liabilities 2019: $0Net Assets 2019: $826,2022019Assets 2020: $880,023Liabilities 2020: $1,500Net Assets 2020: $878,5232020Assets 2021: $993,251Liabilities 2021: $1,500Net Assets 2021: $991,7512021Assets 2022: $801,630Liabilities 2022: $1,500Net Assets 2022: $800,1302022Assets 2023: $767,532Liabilities 2023: $1,500Net Assets 2023: $766,0322023

Highlighted filing

2015

Assets$650,185
Liabilities$4,394
Net Assets$645,791
Open 2015 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200K-$400KRevenue 2010: $66,290Expenses 2010: $12,166Net Income 2010: $54,1242010Revenue 2011: $46,301Expenses 2011: $28,057Net Income 2011: $18,2442011Expenses 2012: $33,4862012Revenue 2013: $159,751Expenses 2013: $16,946Net Income 2013: $142,8052013Revenue 2014: $158,085Expenses 2014: $31,893Net Income 2014: $126,1922014Revenue 2015: $56,881Expenses 2015: $277,343Net Income 2015: -$220,4622015Revenue 2016: $44,199Expenses 2016: $14,937Net Income 2016: $29,2622016Revenue 2017: $154,288Expenses 2017: $51,899Net Income 2017: $102,3892017Revenue 2018: $24,627Expenses 2018: $42,018Net Income 2018: -$17,3912018Revenue 2019: $55,076Expenses 2019: $20,178Net Income 2019: $34,8982019Revenue 2020: $82,025Expenses 2020: $13,972Net Income 2020: $68,0532020Revenue 2021: $135,665Expenses 2021: $15,684Net Income 2021: $119,9812021Revenue 2022: -$37,703Expenses 2022: $89,685Net Income 2022: -$127,3882022Revenue 2023: $7,426Expenses 2023: $113,103Net Income 2023: -$105,6772023

Highlighted filing

2015

Revenue$56,881
Expenses$277,343
Net Income-$220,462
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 8, 2016
Return Version
2015v2.0
Gross Receipts
$571,343
Mission and Program Overview

Mission

The organization was created as a supporting organization for the Western States Trail Foundation. Its main purpose is to manage the endowment fund for use in the charitable purposes of the Western States Trail, such as preservation and maintenance of the historic trail.

The organization was created as a supporting organization for the Western States Trail Foundation. Its main purpose is to manage the endowment fund for use in the future charitable purposes of the Western States Trail, such as preservation and maintenance of the historic trail.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$781,973$494,466▼ $287,507
Investments Other Securities-$46,205-
Cash and Non-Interest-Bearing Accounts$27,916$41,714▲ $13,798
Savings and Temporary Cash Investments$14,924$9,543▼ $5,381
Accounts Receivable$3,116$3,116→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$885,541$650,185▼ $235,356
Other Assets Total$57,612$55,141▼ $2,471
Liabilities
Accounts Payable and Accrued Expenses-$2,894-
Other Liabilities$1,500$1,500→ $0
Total Liabilities$1,500$4,394▲ $2,894
Net Assets / Fund Balance
Permanently Rstr Net Assets$478,415$452,917▼ $25,498
Unrestricted Net Assets$200,626$187,874▼ $12,752
Temporarily Rstr Net Assets$205,000$5,000▼ $200,000
Total Net Assets Fund Balance$884,041$645,791▼ $238,250
Total Liabilities and Net Assets / Fund Balance$885,541$650,185▼ $235,356

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$169--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$478,415$5,280▼ $30,778-$452,917
2014$469,960$19,080▼ $6,405-$478,415
2013$453,310$32,367▼ $15,726-$469,960
2012$426,024$18,480▲ $8,606-$453,310
2011$396,802$22,560▲ $7,772$1,110$426,024
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Steve HallmarkChairman
Tony BenedettiChairman
Jeff HertenPresident
Tom ChristofkVice President
Kathie PerryDirector
Robert MarxSecretary
Mike PickettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,335
Program Service Revenue
$0
Investment Income
$10,546
Other Revenue
$0
All Other Contributions
$46,335
Change in Net Assets
$-220,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$277,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$259,913--$259,913
Fees for Service Investment Mgmnt Fees$7,496--$7,496
Fees for Services Accounting-$2,224-$2,224
Conferences and Meetings$2,000--$2,000
Other Expenses$534$584-$534
Fees for Services Other-$60-$60
All Other Expenses$17--$17
Total Functional Expenses$272,764$4,579$0$277,343
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to affiliate$1,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Treasurer reviews the return before signing and filing”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available to general public upon request and on file with State.”

Filing and Contact Details

Filer

Filer Name
Western States Trail Endowment Fund
EIN
68-0470208
Phone
9167826575
Address
150A Gum Lane, Auburn, CA 95603

Signing Officer

Name
Michael H Pickett
Title
Treasurer
Signed
2016-05-08
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Suzanne H Peterson CPA
Address
12911 Erin Drive, Auburn, CA 95603
Preparer
Suzanne H Peterson
Phone
5308878707
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“See Mission Statement”

Raw XML AppendixShowing 400 of 434 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02894
IRS990/AccountsReceivableGrp/BOYAmt03116
IRS990/AccountsReceivableGrp/EOYAmt03116
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The organization was created as a supporting organization for the Western States Trail Foundation. Its main purpose is to manage the endowment fund for use in the future charitable purposes of the Western States Trail, such as preservation and maintenance of the historic trail.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt046335
IRS990/AllOtherExpensesGrp/ProgramServicesAmt017
IRS990/AllOtherExpensesGrp/TotalAmt017
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Albaugh Office Solutions
IRS990/BooksInCareOfDetail/PhoneNum05304772005
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0154 Hughes Rd Ste 5
IRS990/BooksInCareOfDetail/USAddress/CityNm0Grass Valley
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095945
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt027916
IRS990/CashNonInterestBearingGrp/EOYAmt041714
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02000
IRS990/ConferencesMeetingsGrp/TotalAmt02000
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt046335
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt010546
IRS990/CYOtherExpensesAmt0277343
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-220462
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0277343
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056881
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0A new program was initiated in 2013 for preservation and improvement of land surrounding the Western States Trail recreation area. Donations were received again this year towards this mission and $250,000 was transferred to the affiliate towards the purchase of land adjacent to the Trail to ensure the preservation of the historic equestrian trail.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0250000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02224
IRS990/FeesForServicesAccountingGrp/TotalAmt02224
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt060
IRS990/FeesForServicesOtherGrp/TotalAmt060
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt07496
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07496
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Tony Benedetti
IRS990/Form990PartVIISectionAGrp/PersonNm1Steve Hallmark
IRS990/Form990PartVIISectionAGrp/PersonNm2Kathie Perry
IRS990/Form990PartVIISectionAGrp/PersonNm3Mike Pickett
IRS990/Form990PartVIISectionAGrp/PersonNm4Tom Christofk
IRS990/Form990PartVIISectionAGrp/PersonNm5Jeff Herten
IRS990/Form990PartVIISectionAGrp/PersonNm6Robert Marx
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-23453
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0491009
IRS990/GrossReceiptsAmt0571343
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt033999
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033999
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt046205
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0781973
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0494466
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0514462
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization was created as a supporting organization for the Western States Trail Foundation. Its main purpose is to manage the endowment fund for use in the future charitable purposes of the Western States Trail, such as preservation and maintenance of the historic trail.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0884041
IRS990/NetAssetsOrFundBalancesEOYAmt0645791
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-23453
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-23453
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-17788
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt057612
IRS990/OtherAssetsTotalGrp/EOYAmt055141
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1Bookkeeping
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Merchant Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01711
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1584
IRS990/OtherExpensesGrp/ProgramServicesAmt02804
IRS990/OtherExpensesGrp/ProgramServicesAmt1534
IRS990/OtherExpensesGrp/TotalAmt02804
IRS990/OtherExpensesGrp/TotalAmt11711
IRS990/OtherExpensesGrp/TotalAmt2584
IRS990/OtherExpensesGrp/TotalAmt3534
IRS990/OtherLiabilitiesGrp/BOYAmt01500
IRS990/OtherLiabilitiesGrp/EOYAmt01500
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0259913
IRS990/PaymentsToAffiliatesGrp/TotalAmt0259913
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0478415
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0452917
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The Endowment received one new cash pledge for "miles" in the Adopt-The-trail program of $5,280, plus 2 larger general donations. Receivables are analyzed periodically for collectibility. There was an allowance for uncollectible pledges of $3,220 at year-end.Donations of $8,413, were granted to the affiliate Organization, Western States Trail Foundation for maintaining, improving, and enhancing the Trail and staging areas. Investment activity consisted of purchasing $289,334 of securities, selling $491,009 of various securities, realizing a net loss of $23,452. The organization's total investments had an unrealized loss of $17,788 for the year.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt022764
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0116870
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt041215
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt031893
IRS990/PYRevenuesLessExpensesAmt0126192
IRS990/PYTotalExpensesAmt031893
IRS990/PYTotalRevenueAmt0158085
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-220462
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt014924
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09543
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Supported organization files 990 every year on a timely basis.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Board ensures that all funds used are by supported organization in one of its primary programs, under its exempt purpose.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3b: Description Of When and How Organization Made The Determination
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0680009186
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0258413
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Western States Trail Foundation
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0258413
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0478415
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05280
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0452917
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30778
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04220
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0469960
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt019080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0478415
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-6405
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0453310
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt032367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0469960
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15726
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0426024
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt018480
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0453310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08606
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0396802
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt022560
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0426024
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01110
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0169
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Accrued Dividends
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to affiliate
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0See Mission Statement
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueOtherAssetsAmt055141
IRS990ScheduleD/TotalBookValueSecuritiesAmt046205
IRS990ScheduleD/TotalLiabilityAmt01500
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Treasurer reviews the return before signing and filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available to general public upon request and on file with State.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0205000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt05000
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0885541
IRS990/TotalAssetsEOYAmt0650185
IRS990/TotalAssetsGrp/BOYAmt0885541
IRS990/TotalAssetsGrp/EOYAmt0650185
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt046335
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04579
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0272764
IRS990/TotalFunctionalExpensesGrp/TotalAmt0277343
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01500
IRS990/TotalLiabilitiesEOYAmt04394
IRS990/TotalLiabilitiesGrp/BOYAmt01500
IRS990/TotalLiabilitiesGrp/EOYAmt04394
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0884041
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0645791
IRS990/TotalProgramServiceExpensesAmt0272764
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056881
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0885541
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0650185
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$650,185
Liabilities
$4,394
Net assets
$645,791
Revenue
$56,881
Expenses
$277,343
Net income
-$220,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.68$0.02$7.66$0.07$1.13$1.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.02$0.02$8.00$0.38$0.90$1.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.93$0.02$9.92$1.36$0.16$1.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.80$0.02$8.79$0.82$0.14$0.68
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.26$0.00$8.26$0.55$0.20$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.25$0.42$0.17
2017Summary only. Only limited summary data is available for this year.$8.08$0.01$8.06$1.54$0.52$1.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.02$6.99$0.44$0.15$0.29
2015Detailed filing. Detailed filing data is available for this year.$6.50$0.04$6.46$0.57$2.77$2.20
2014Detailed filing. Detailed filing data is available for this year.$8.86$0.02$8.84$1.58$0.32$1.26
2013Summary only. Only limited summary data is available for this year.$7.68$0.02$7.66$1.60$0.17$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.41$0.03$6.38$0.33
2011Summary only. Only limited summary data is available for this year.$5.15$0.00$5.15$0.46$0.28$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$4.88$0.66$0.12$0.54