Form 990 for tax year 2022
Filed by WESTERN STATES TRAIL FOUNDATION.
Totals
- Total revenue
- $400,731
- Total expenses
- $416,056
- Contributions and grants received
- $207,898
- Grants paid
- $0
- Program service revenue
- $202,852
- Investment income
- $109
- Other revenue
- -$10,128
- Total assets, end of year
- $301,238
- Total liabilities, end of year
- $17,916
- Net assets or fund balances, end of year
- $283,322
- Program services expenses (Part IX)
- $362,236
- Management and general expenses
- $31,248
- Fundraising expenses
- $22,572
- Program service expenses (Part III)
- $362,236
Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$3,850
-
1d · Related organizations
$50,000
-
1f · All other contributions, gifts and grants
$154,048
-
1g · Noncash contributions included above
$20,825
-
2a · Program service revenue: In-Kind Sponsor Merch
total $11,297 · related or exempt $11,297
-
2b · Program service revenue: NEWSLETTER ADVERTISING
total $13,999 · related or exempt $13,999
-
2c · Program service revenue: TEVIS CLINIC
total $13,650 · related or exempt $13,650
-
2d · Program service revenue: TEVIS RIDE ENTRY FEES
total $62,365 · related or exempt $62,365
-
2e · Program service revenue: VIRTUAL 100 DAY RIDE
total $64,643 · related or exempt $64,643
-
2f · All other program service revenue
total $36,898 · related or exempt $32,386 · excluded $4,512
-
3 · Investment income
total $109 · excluded $109
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$3,005
-
8b · Fundraising events: direct expenses
$3,850
-
8c · Net income from fundraising events
total -$845 · excluded -$845
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$47,808
-
10b · Cost of goods sold
$58,591
-
10c · Net income from sales of inventory
total -$10,783 · excluded -$10,783
-
11a · Other revenue: Misc
-
11b · Other revenue: REIMBURSED SHARED EXPENSE
total $1,500 · excluded $1,500
-
11e · Other revenue, total
$1,500
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $47,818 · program services $47,818
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $3,810 · program services $3,810
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $31,957 · program services $30,607 · management and general $1,350
-
11c · Fees: accounting
total $12,481 · management and general $12,481
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $7,839 · fundraising $7,839
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $80,575 · program services $79,321 · management and general $586 · fundraising $668
-
12 · Advertising and promotion
total $4,574 · program services $4,459 · management and general $115
-
13 · Office expenses
total $1,596 · program services $716 · management and general $764 · fundraising $116
-
14 · Information technology
total $8,092 · program services $3,585 · management and general $822 · fundraising $3,685
-
15 · Royalties
total $0
-
16 · Occupancy
total $26,793 · program services $17,971 · management and general $8,822
-
17 · Travel
total $4,475 · program services $4,475
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $3,148 · program services $1,555 · management and general $482 · fundraising $1,111
-
23 · Insurance
total $8,959 · program services $3,957 · management and general $5,002
-
24a · Other expenses: Trail Repairs & Improvements
total $52,000 · program services $52,000
-
24b · Other expenses: AWARDS
total $24,701 · program services $24,601 · management and general $100
-
24c · Other expenses: Banquet & Barbeque
total $19,184 · program services $12,318 · fundraising $6,866
-
24d · Other expenses: Printing and Publications
total $17,107 · program services $15,229 · fundraising $1,878
-
24e · All other expenses
total $60,947 · program services $59,814 · management and general $724 · fundraising $409
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $20,875 · end of year $16,041
-
2 · Savings and temporary cash investments
beginning of year $57,294 · end of year $104,007
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,500 · end of year $1,500
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $56,423 · end of year $46,369
-
9 · Prepaid expenses and deferred charges
beginning of year $4,000 · end of year $3,500
-
10a · Land, buildings and equipment: cost or other basis
$56,814
-
10b · Land, buildings and equipment: accumulated depreciation
$35,924
-
10c · Land, buildings and equipment, net
beginning of year $25,584 · end of year $20,890
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $70,335 · end of year $70,823
-
15 · Other assets
beginning of year $36,807 · end of year $38,108
-
17 · Accounts payable and accrued expenses
beginning of year $23,275 · end of year $16,241
-
19 · Deferred revenue
beginning of year $2,215 · end of year $1,675
-
27 · Net assets without donor restrictions
beginning of year $209,336 · end of year $218,130
-
28 · Net assets with donor restrictions
beginning of year $37,992 · end of year $65,192
Mission and programs · 2022
Mission
TO PRESERVE AND PROMOTE THE HISTORIC WESTERN STATES PONY EXPRESS TRAIL
-
RIDE: ORGANIZE AND ADMINISTER THE WORLD-WIDE RECOGNISED TEVIS CUP EVENT OF A 100 MILE, ONE DAY EQUESTRIAN RIDE ON THE WESTERN STATES PONY EXPRESS HISTORICAL TRAIL. There were 94 riders who participated in the 2023 Ride. A "Virtual" Ride was held again in 2023, which had 918 participants who logged in their 100 miles ridden on the Trail during a 100 day period.
Expenses $236,956 · Revenue $172,994
-
MAINTENANCE: PRESERVE TRAIL BY BRUSH AND TREE CLEARING AND IMPROVE WITH SIGNAGE, HORSE TROUGHS, WELLS, AND ALTERNATE OR IMPROVED ROUTES. ALSO MAINTAIN AND IMPROVE TWO STAGING AREAS. Preserve and protect access and use of the trail by negotiating easements from property owners along trail, when necessary
Expenses $93,518 · Grants $77,200
-
EDUCATION: A Ride Clinic is held to teach skills in riding the trail. There were 34 participants and 19 mentors in the 2023 Educational Ride. PURCHASE AND INSTALLATION OF KIOSKS,(GLASS INCASED GEOGRAPHICAL AND HISTORICAL MAPS AND INFORMATION AT THE TRAIL); PUBLISH ANNUAL NEWSLETTER (4400 recipents in 2023, with 3,895 mailed out directly), AND TRAIL GUIDES; DONATIONS TO EQUINE RESEARCH AND HISTORICAL ORGANIZATIONS; DOCUMENT HISTORY AND CURRENT EVENTS OF THE TRAIL IN BOTH WRITTEN AND VIDEO FORMATS.
Expenses $31,762 · Revenue $27,649
As filed on the 2022 return.
Listed in Part VII
-
Debby Lyon
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Jerry Wittenauer
Vice President
- Total calculated
- $0
- Hours/week
- 10 + 1 related
-
Cortney Bloomer
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tony BenedettiTONY BENEDETTI
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Crysta Turnage
Treasurer
- Total calculated
- $0
- Hours/week
- 3 + 1 related
-
Jeff HertenJEFF HERTEN
Director
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Barbara WhiteBARBARA WHITE
President
- Total calculated
- $0
- Hours/week
- 15 + 1 related
-
Mike Pickett
Director
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Kathie Perry
Vice President
- Total calculated
- $0
- Hours/week
- 10 + 1 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
Western States Trail Endowment Fund
501(c)3 · Supporting organization · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 30 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202412129349301696
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