2024-08-13T16:46:00-04:00 2023-09-30 472484060 WILLIAMS TAX AND ACCOUNTING LLC 7280 NW 87TH TER STE 210 KANSAS CITY MO 641533706 990 2022-10-01 840962140 OREGON-CALIFORNIA TRAILS ASSOC OREG 8162522276 524 SOUTH OSAGE STREET INDEPENDENCE MO 64050 JERRY MOGG TREASURER 8162522276 2024-08-08 true true SHAWN WILLIAMS P01200016 8168417725 2024-08-08 2022 2024-08-08 14:25:15Z STEVE ALLISON 692881 false X WWW.OCTA-TRAILS.ORG X 1982 MO TO PROTECT THE HISTORIC EMIGRANT TRAILS LEGACY OF THE 19TH CENTURY WESTWARD MIGRATION BY PROMOTION, RESEARCH, EDUCATION, PRESERVATION ACTIVITIES AND PUBLIC AWARENESS OF THE TRAILS. 14 14 2 400 58 160493 168495 228917 216364 59777 91385 50432 134739 499619 610983 0 0 155858 158864 0 26156 332470 284996 488328 443860 11291 167123 1930996 2311619 60393 84694 1870603 2226925 TO PROTECT THE HISTORIC EMIGRANT TRAILS LEGACY OF THE 19TH CENTURY WESTWARD MIGRATION BY PROMOTION, RESEARCH, EDUCATION, PRESERVATION ACTIVITIES AND PUBLIC AWARENESS OF THE TRAILS. false false 267884 PROMOTED EDUCATION AND PROVIDED INFORMATION ABOUT THE TRIALS THROUGH NEWSLETTERS, MAGAZINES, BOOKS, FILM, MAPS, TOURS, SPEAKERS AND WEBSITE TO MEMBERS AND OTHERS. PLACED MARKERS ON SITES OF SIGNIFICANCE ALONG THE TRAILS. OVER 2,000 PEOPLE BENEFITED FROM THE ORGANIZATION'S WORK. 267884 true true false false false false false true false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 10 0 2 true false false false false false false false false X 14 14 false false false false true true false true true false true true true true true true true true true false false X X KATHY CONWAY 8162522276 524 S OSAGE STREET INDEPENDENCE MO 64050 TRAVIS BOLEY ASSOCIATION 40.00 X 74587 0 9108 JEAN COUPAL-SMITH DIRECTOR 20.00 X 0 0 0 GREG HATTEN DIRECTOR 1.00 X 0 0 0 MARK HOWE DIRECTOR 1.00 X 0 0 0 MATTHEW IVORY DIRECTOR 1.00 X 0 0 0 STEVE KNIGHT DIRECTOR 5.00 X 0 0 0 JENNIFER MILLER DIRECTOR 2.00 X 0 0 0 MICHAEL SMITH DIRECTOR 6.00 X 0 0 0 PATRICIA TRAFFAS DIRECTOR 20.00 X 0 0 0 STEVE ALLISON PRESIDENT 5.00 X 0 0 0 JOHN BRIGGS PAST PRESIDE 35.50 X 0 0 0 HELEN HANKINS VICE PRESIDE 25.00 X 0 0 0 JO JOHNSTON SECRETARY 6.50 X 0 0 0 JERRY MOGG TREASURER 14.00 X 0 0 0 JOHN WINNER PRESERVATION 39.00 X 0 0 0 74587 9108 false false false X 73982 94513 168495 SERVICE CONTRACT 145488 145488 CONVENTION AND SYMPOSIUM 57354 57354 OVERLAND JOURNAL 541800 10024 9966 58 PUBLICATION SUBSCRIPTIONS 1280 1280 PAPER TRAIL 1141 1141 1077 1077 216364 49867 49867 98084 20517 77083 21001 20517 41518 21001 20517 11087 4815 6272 6272 MITIGATION INCOME 98780 98780 CHAPTER REVENUE 29330 29330 EBSCO 228 228 129 129 128467 610983 314692 58 127738 83695 41848 25108 16739 51448 23152 23152 5144 1747 786 786 175 11440 5148 5148 1144 10534 5044 3828 1662 858 858 7535 7535 9356 9356 30117 7756 22361 16992 16992 34875 23206 11669 52204 50966 1238 5762 5762 2932 2932 READERSHIP COSTS 52133 52133 CHAPTER EXPENSES 33172 33172 OTHER EXPENSES 15322 10654 4153 515 SIGNAGE 6038 6038 17700 7123 9800 777 443860 267884 149820 26156 184449 143493 47922 76205 2030 3636 20819 19197 44642 44457 185 185 1672562 1968783 1000 94018 2029 6102 1930996 2311619 18421 25303 41972 59391 60393 84694 X 890141 1358261 980462 868664 1870603 2226925 1930996 2311619 167123 185199 4000 X false false false X 299960 329927 376423 160493 168495 1335298 25926 31647 37024 230014 298506 623117 80570 14099 78679 56501 57354 287203 406456 375673 492126 447008 524355 2245618 2245618 42658 41761 39217 48652 49867 222155 42658 41761 39217 48652 49867 222155 449114 417434 531343 495660 574222 2467773 0.91000 0.91100 0.09000 0.09000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 1672562 29359 276218 9356 1968783 1990215 3719 -311468 9904 1672562 1573587 19425 426405 20000 9202 1990215 1539260 8965 52134 18851 7921 1573587 1541501 3000 34379 31790 7830 1539260 0.60990 0.39010 true false 44642 44457 185 185 FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS MEMBEERS ONLY (NO SHAREHOLDERS) FORM 990, PAGE 6, PART VI, LINE 7A DIRECTORS ARE ELECTED BY VOTE OF THE MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT, TREASURER, ASST TREASURER, ASSOCIATION MANAGER, HEADQUARTERS MANAGER AND AN INDEPENDENT OUTSIDE PARTY. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION DOES NOT DO BUSINESS DIRECTLY OR INDIRECTLY WITH ANY OFFICER OR DIRECTOR. EACH OFFICER AND DIRECTOR SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION OF TOP MANAGEMENT IS DETERMINED AND APPROVED BY THE GOVERNING BOARD WHEN THE INDIVIDUAL IS HIRED. SALARY INCREASES, IF ANY, ARE APPROVED BY THE PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ON THE ORGANIZATION'S WEBSITE. FINANCIAL STATEMENTS ARE PUBLISHED IN THE ORGANIZATION'S NEWSLETTER. FORM 990, PART VIII LINE 11 - MISCELLANEOUS REVENUE WE RECEIVED THE FOLLOWING SOURCES OF INCOME DURING THE YEAR FROM PERFORMING OUR TAX EXEMPT MISSION/PURPOSE AND IT IS OCTA'S POSITION THAT THESE SOURCES OF INCOME ARE NOT UNRELATED BUSINESS TAXABLE INCOME: YOUTUBE INCOME OF 129 RECEIVED FROM VIEWING OUR TRAIL VIDEOS THAT ONE OF OUR MEMBERS PRODUCED HIMSELF AND THE MEMBER PAID FOR ALL THE COST OF CREATING THESE VIDEOS SHARED ON YOUTUBE WITH THEM TO SEE/REVIEW. ROYALTY INCOME FROM EBSCO, A LIBRARY SERVICE, OF 228 FOR OUR SHARE OF INCOME THEY RECEIVED FROM PERSONS OR GROUPS WHO ARE USING/WANTING OUR TRAIL RESEARCH/DOCUMENTS FROM OUR OVERLAND JOURNAL.