2025-09-05T11:21:34-05:00 2024-12-31 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2024-01-01 833675072 SALMONBERRY TRAIL FOUNDATION SALM 5038881233 PO BOX 3193 HILLSBORO OR 97123 TIM SCHALLICH BOARD PRESIDENT 5038881233 2025-09-05 1 YEE LEE MCGEE P01294356 5032222515 2024 2025-03-06 01:10:19Z TIM SCHALLICH PO BOX 3193 HILLSBORO OR 97123 579650 0 X WWW.SALMONBERRYTRAIL.ORG X 2019 OR TO AID IN THE DEVELOPMENT, OPERATION, MANAGEMENT, AND MAINTENANCE OF THE SALMONBERRY TRAIL. 9 9 3 372 0 0 466357 439820 0 131560 0 8270 0 0 466357 579650 0 0 0 0 250555 269590 0 0 51852 180706 139827 431261 409417 35096 170233 290285 460740 469 691 289816 460049 X SEE SCHEDULE OTO ACQUIRE, OBTAIN, AND MAINTAIN FUNDS, MATERIALS OR LABOR FOR DONATION IN THE DEVELOPMENT, OPERATION, MANAGEMENT AND MAINTENANCE OF THE SALMONBERRY TRAIL, A NON-MOTORIZED RAIL-TRAIL CORRIDOR IN NW OREGON THAT HAS THE PURPOSE OF: * SUPPORTING LOCAL ECONOMIES. ENCOURAGE NEW ECONOMIC OPPORTUNITIES IN CORRIDOR COMMUNITIES. * PRESERVING THE INVESTMENT. STABILIZE THE EXISTING RIGHT OF WAY AND LIMIT FUTURE DAMAGE. * PROVIDE ACCESS FOR MULTIPLE USERS. IMPROVE AND INCREASE ACCESS TO PUBLIC LANDS FOR A WIDE RANGE OF USERS.* MAINTAIN AND IMPROVE THE ENVIRONMENT. MAINTAIN AND IMPROVE SENSITIVE RIVER AND COASTAL ENVIRONMENTS. ANCILLARY PURPOSE:* HISTORICAL PRESERVATIONS. PRESERVE AND INTERPRET THE SALMONBERRY TRAILS HISTORIC SIGNIFICANCE.* ACQUISITION OF REAL PROPERTY ASSOCIATED WITH THE CORRIDOR TO SUPPORT TRAIL DEVELOPMENT.* ENSURE A FINANCIALLY-VIABLE AND SUSTAINABLE FUTURE FOR THE PROJECT. 0 0 258277 131560 THE SALMONBERRY TRAIL IS AN 82-MILE RAIL-TO-TRAIL PROJECT THAT WILL CONNECT BANKS, OREGON TO THE OREGON COAST. SALMONBERRY TRAIL PROGRAM SERVICE ACCOMPLISHMENTS FOR 2024 INCLUDE:PLANNING AND CONSTRUCTION*CLEARED MANY MILES OF TRAIL THROUGH VOLUNTEER LABOR.*COMPLETED 8 MILES OF RAIL SALVAGE FROM BANKS TO WILLIAMS CREEK TRESTLE.*RESEARCHED AND IDENTIFIED KEY TRAIL DEVELOPMENT TARGETS: ROCKAWAY BEACH, WHEELER, BANKS, MANNING, BUXTON.*PRIORITIZED FOUR TRAIL SEGMENTS FOR FUTURE DEVELOPMENT.*ESTABLISHED A FLORA AND FAUNA VOLUNTEER TEAM TO SUPPORT HABITAT RESTORATION ALONG THE TRAIL.*ESTABLISHED A TRAIL SCOUTING VOLUNTEER TEAM TO SURVEY CURRENT CONDITIONS OF THE RIGHT OF WAY, INCLUDING THE ENVIRONMENTAL CONDITIONS.*HOSTED VOLUNTEER TRAININGS, INCLUDING A WILDERNESS FIRST AID TRAINING.CAPACITY*ADDED STAFF: EXECUTIVE ASSISTANT.*EXPANDED BOARD, WITH A NEW TREASURER AND NEW MEMBERS.*EXPANDED BOARD COMMITTEE STRUCTURE.*STRENGTHENED THE SALMONBERRY TRAIL INTERGOVERNMENTAL AGENCY (STIA), INCLUDING PASSING LIABILITY POLICIES, DEFINING TRAIL STANDARDS, AND EXPANDING LEADERSHIP.*ESTABLISHED A COMMITTEE TO GROW PARTNERSHIPS & DONOR SUPPORT.*SUBMITTED A $23.9 MILLION RAISE GRANT AND CONGRESSIONALLY DIRECTED SPENDING FUNDING REQUESTS.*HIRED A LOBBYIST FOR THE 2025 STATE LEGISLATIVE SESSION.*PARTICIPATED IN THE WILLAMETTE WEEK GIVE GUIDE.*IMPLEMENTED STAFF RETIREMENT PLAN.PROGRAMMING*CONTINUED VOLUNTEER ENGAGEMENT ON THE TRAIL.*BEGAN IMPLEMENTATION OF THE GOOD NEIGHBOR PROGRAM TO BUILD POSITIVE RELATIONSHIPS WITH LOCAL LANDOWNERS.*EXPANDED GUIDED HIKES INTO TILLAMOOK COUNTY IN COLLABORATION WITH LOCAL CITIES.*HOSTED EDUCATIONAL GET-TOGETHERS THROUGHOUT TILLAMOOK, WASHINGTON, AND MULTNOMAH COUNTIES.*DEVELOPED NEW PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS, INCLUDING TILLAMOOK COAST VISITORS ASSOCIATION, TILLAMOOK COUNTY WELLNESS COUNCIL.*EXPANDED PUBLIC SPEAKING OPPORTUNITIES WITH COMMUNITY CLUBS, LOCAL CITIES, AND COMMUNITY-BASED ORGANIZATIONS. 258277 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 OR X THE ORGANIZATION 5038881233 PO BOX 3193 HILLSBORO OR 97123 ALLISON GRAVES PRESIDENT 10.00 X X 0 0 0 TIM SCHALLICH TREASURER 10.00 X X 0 0 0 JOHN VOGLER SECRETARY 4.00 X X 0 0 0 MIKE CAFFERETTA DIRECTOR 4.00 X 0 0 0 MIKE DENNIS DIRECTOR 4.00 X 0 0 0 STEVE MARKO DIRECTOR 4.00 X 0 0 0 MICHAEL NUENZER DIRECTOR 20.00 X 0 0 0 GILES RICKETT DIRECTOR 4.00 X 0 0 0 ERIN SKAAR DIRECTOR 4.00 X 0 0 0 JERRY WILLEY DIRECTOR 4.00 X 0 0 0 CAROLINE FITCHETT EXECUTIVE DIRECTOR 40.00 X 117173 0 7392 117173 0 7392 1 0 0 0 0 147100 292720 212 439820 RAIL SALVAGE CONTRACTS 900099 131560 131560 131560 8270 8270 579650 131560 0 8270 X 124565 50330 30637 43598 116095 91034 25061 3063 1876 1187 25867 15292 6027 4548 4065 4065 9525 9525 5000 5000 75581 69808 5773 139 139 1800 1800 6981 6981 4400 4400 10554 5277 5277 658 658 2868 2868 COMMUNITY/OTHER EVENTS 5975 2631 1029 2315 OTHER EXPENSE 5540 827 3322 1391 SMALL TOOLS/MATERIALS 4498 4498 PROFESSIONAL DEVELO. 2243 2243 409417 258277 99288 51852 117435 10895 172850 259115 190730 290285 460740 469 691 469 691 X 289816 460049 289816 460049 290285 460740 170233 0 X 0 0 0 X 505569 208923 295233 466357 439820 1915902 505569 208923 295233 466357 439820 1915902 97034 1818868 8270 8270 1924172 131560 0.94530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 5000 0 0 5000 0 PART II-B, LINE 1: THE ORGANIZATION PAID FOR A CONTRACT LOBBYIST FOR THE 2024 STATE LEGISLATIVE SESSION IN AN ATTEMPT TO SECURE CAPITAL FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE TREASURER AND BOARD CHAIR REVIEW THE FORM 990 AFTER IT IS PREPARED. A COPY OF THE FORM 990 IS THEN MADE AVAILABLE TO THE EXECUTIVE COMMITTEE AND IS AVAILABLE BY REQUEST TO ANY BOARD MEMBER FOR REVIEW PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO NOTIFY THE EXECUTIVE COMMITTEE AT ONCE OF ANY CHANGE TO THEIR PROFESSIONAL OR PERSONAL DEALINGS THAT COULD RESULT IN A CONFLICT. THIS IS DONE THROUGH EMAIL CORRESPONDENCE AND A CONFERENCE CALL TO DISCUSS ANY FLAGGED ISSUES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000. COMMUNITY ORGANIZER: PROGRAM SERVICE EXPENSES 6,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,000. DESIGN AND PLANNING: PROGRAM SERVICE EXPENSES 33,331. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,331. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,273. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,273. STRATEGIC CONSULTING: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. ENVIRONMENTAL TRAIL CONSULTING: PROGRAM SERVICE EXPENSES 7,591. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,591. COMMUNITY LANDOWNER OUTREACH: PROGRAM SERVICE EXPENSES 5,247. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,247. OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 7,639. MANAGEMENT AND GENERAL EXPENSES 1,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,139.