2024-11-14T16:30:56-06:00 2023-12-31 042943536 Tonneson & Company PC 401 Edgewater Place Suite 300 Wakefield MA 018806208 990 2023-01-01 046001677 Appalachian Mountain Club APPA 6175230636 10 City Square Boston MA 02129 Nicholas Stevens CFO 6175230636 2024-11-13 1 1 Heidi E MacLean P00840184 7812459999 2024-11-13 2023 2024-10-15 13:58:12Z Nicholas Stevens 10 City Square Boston MA 02129 48182519 0 X www.outdoors.org X 1876 MA AMC is dedicated to the protection, enjoyment, and understanding of the outdoors. 19 18 843 5000 -115746 0 30302359 24545561 14701080 19107568 2253414 1335010 4698734 1035371 51955587 46023510 0 445691 0 0 18526406 20340750 33000 93000 2407716 16295439 18951710 34854845 39831151 17100742 6192359 194115239 213491887 6663586 10698724 187451653 202793163 X Since 1876, the Appalachian Mountain Club has promoted the protection, enjoyment, and understanding of the mountains, forests, waters, and trails of the Appalachian region. We are the nation's oldest outdoor recreation and conservation organization. 0 0 14676201 1500 12537263 Outdoor Program Centers - The Appalachian Mountain Club (the AMC) manages more than 40 outdoor program centers and backcountry facilities, including lodges, mountain huts, full-service camps, cabins, shelters and campgrounds. These AMC facilities serve as a base for 4-season recreational activities, nature and environmental education courses, programs, scientific research, outdoor artistic pursuits, and other conservation-related activities. Visitors and overnight guests enjoy a broad range of walk-on programs, guided naturalist activities, outdoor recreational safety and skill building workshops, and backcountry activities to choose from. AMC facilities *Refer to Schedule O, Page 47 for Continuation*Outdoor Program Centers (Continued):are managed to reduce environmental impact by providing environmentally sensitive septic systems, composting, public drinking water, and overnight accommodations (some near treeline and in sensitive alpine areas) in areas where camping would have severe effects on the alpine plant life. The AMC facilities provide information and education on the local environment, recreational opportunities, outdoor safety, trails, and emergency shelter. The AMC staff also participates in search-and-rescue efforts throughout the White Mountains of NH and other regions. In 2023, the AMC provided 126,486 overnight guest accommodations at its facilities and information and other services to more than 2 million visitors. 1430083 8313 Membership - The Appalachian Mountain Club (the AMC) members provide the grassroots network through which the AMC delivers its programming on a local level throughout our 12 state and district regions. The more than 400,000 members, advocates and supporters of the AMC provide a base of volunteers for trail projects, local clean-up and conservation projects, outdoor education and safety instruction. These members and volunteers organize and lead thousands of recreational outings and provide the local governance structure for the 11 local AMC chapters. Member dues and participation in the above mentioned activities provide a critical base of support for carrying out the AMC mission. 3384442 13841 14557 Conservation Research and Policy - The Appalachian Mountain Club (the AMC) actively fosters the protection, enjoyment and understanding of the outdoors. The AMC's Research and Policy Program conducts analyses of natural ecosystems to guide our efforts to protect natural and recreational resources from Maine to Virginia. This includes studying changes in land cover and land use and the impact of these changes on ecological and recreational resources; monitoring air quality and climate change impacts on Northeastern mountain ecosystems; analyzing in-stream flow criteria and hydroelectric dam operation impacts on river ecosystems and recreational resources; developing methods to reduce recreational user impacts on the region's*Refer to Schedule O, Pages 47-48 for Continuation*Conservation Research and Policy (Continued):mountains and trails; and studying the benefits and impacts of different transportation options and energy sources, including renewable energy, on the ecosystems of concern to the AMC. Achievements are exemplified by the development and successful implementation of the recovery plan for an alpine plant formerly listed on the federal endangered species list, publication of a national award winning "Ecological Atlas of the Upper Androscoggin Watershed", adoption by states of elements of AMC's wind power and solar siting guidelines and AMC's successful citizen science mountain monitoring program, Northeast Alpine Flower Watch and Flower and Fauna of the White Mountain National Forest.The AMC's Research and Policy program also works with conservation partners and local communities to build grassroots support for priority conservation projects. The Research and Policy Program participates in and comments on formal resource management programs and decisions at the local, state, and federal level; consults with industry and landowners to find equitable solutions to environmental problems; advocates for state and federal land protection, clean air, climate and energy policies, and trails funding, and facilitates member and public participation in local, state and federal environmental issues and policy. AMC's strategy for land conservation in the 100-Mile Wilderness region in Maine includes addressing regional ecological and economic needs through outdoor recreation, resource protection, sustainable forestry and community partnerships. 11836831 430350 6659682 1. Education Program - The Appalachian Mountain Club (the AMC) works with approximately 30,000 young people each year through guided and self-guided programs designed to make the outdoors and the environment accessible and meaningful to people from all socioeconomic backgrounds. Our programs serve participants from Maine to New Jersey and include day and overnight school programs (grades K-12), walk-on activities offered to families coming through the AMC's huts and lodges, weekend long skill-based trainings, to one to three-week outdoor summer adventures. Across programs, hands-on experiences teach participants how to enjoy the outdoors through skills-building and improved understanding of the natural world as well as how to minimize their impact on the environment. 2. Trails Program - The AMC staff and more than 5,000 volunteers are engaged in on-the-ground recreation management and trail maintenance on 1,823 miles of trails, including more than 300 miles of the Appalachian National Scenic Trail in five states. Many of these trails are on public lands, including the White Mountain National Forest, Delaware Water Gap National Recreation Area, Acadia National Park, and state parks throughout the region. The AMC offers a broad range of trail volunteer opportunities, including an adopt-a-trail program, teen trail crew programs, and volunteer vacations for adults interested in giving back through trail stewardship, amoung others. 3. Publications/Communications - The AMC encourages safe and responsible outdoor recreation and environmental stewardship through a variety of publications, including the Outdoors Bulletin, semi-annual Appalachia journal (the nation's longest running journal on mountaineering and conservation), and numerous retail books, maps, and field guides. Each publication stresses safety and stewardship and encourages volunteerism. Our website (www.outdoors.org) serves as an online resource for members and non-members seeking the latest information on outdoor adventures, lodging and program opportunities, backcountry conditions, volunteer opportunities, and outdoors skill-building. 11836831 430350 6659682 31327557 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 211 0 1 843 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT ME MD MA NH NJ NY PA RI VA VT X X X Nicholas Stevens 6175230636 10 City Square Boston MA 02129 Yvette Austin Smith Chair 2.00 X X 0 0 0 Laurie Gabriel Vice Chair 2.00 X X 0 0 0 Stephen Rushmore Jr Vice Chair 2.00 X X 0 0 0 Marty Wallace Secretary 2.00 X X 0 0 0 Kathy Campbell Treasurer 2.00 X X 0 0 0 Bob Ackerman Director 2.00 X 0 0 0 Charles Arsenault Director 2.00 X 0 0 0 Scott Barringer Director 2.00 X 0 0 0 Richard Batiuk Director 2.00 X 0 0 0 Shalin Desai Director 2.00 X 0 0 0 Birgitta Dickerson Director 2.00 X 0 0 0 Cheryl Duckworth Director 2.00 X 0 0 0 Dee Dee Mozeleski Director 2.00 X 0 0 0 Samarjit Shankar Director 2.00 X 0 0 0 Shan Soe-Lin Hecht Director 2.00 X 0 0 0 Bill Tyree Director 2.00 X 0 0 0 Jenna Whitney Director 2.00 X 0 0 0 Nick Wilkoff Director 2.00 X 0 0 0 Eileen Yin Director 2.00 X 0 0 0 Beth Zimmer Director 2.00 X 0 0 0 Nicole Zussman President & CEO 35.00 X X 338223 0 34242 Jennifer Norris VP & Chief Development Officer 35.00 X 210341 0 12577 Rondi Stearns VP Comm & Marketing, until 10/2/23 35.00 X 140396 0 25411 Paul Cunha VP Outdoor Operations, until 9/1/23 35.00 X 138360 0 21273 Heather Clish VP Conservation & Recreatn Advocacy 35.00 X 130122 0 10378 Steve Tatko VP Conservation Research & Land Mgmt 35.00 X 122126 0 16846 Libbi Cinti VP Human Resources 35.00 X 122398 0 12677 Faith Salter VP Learning & Voltr Community Engmt 35.00 X 124595 0 9938 Charles W Johnston Jr VP & CFO, until 7/10/23 35.00 X 101131 0 14216 Nicholas Stevens VP & CFO, as of 8/14/23 35.00 X 68191 0 13114 Crystal Mandler VP of Technology, as of 9/18/23 35.00 X 52474 0 7390 Scarlet Batchelor Chief Growth Officer, as of 10/23/23 35.00 X 32862 0 3300 Gary Gresh Director of Major Gifts 35.00 X 143922 0 30539 Esther DeVito Regional Director of Development 35.00 X 140334 0 13921 Margaret McNamara Sr Dir Corp & Foundation Relations 35.00 X 136145 0 17880 Will King Director of IT, until 11/10/23 35.00 X 122116 0 11959 Theresa Morrow Dir Membership & Community Giving 35.00 X 121155 0 9610 2244891 0 265271 19 0 1 0 Federal Direct 95 Main Avenue Clifton NJ 07014 Printing/Outside Mailing Service 512888 William W London & Sons Inc 50 High Street PO Box 36 Milo ME 04463 Construction 426348 Sargent Corporation 3 Godfrey Drive Orono ME 04473 Construction 351560 Joe Brigham Inc 720 Clough Mill Road Pembroke NH 03275 Helicopter Hauling 321003 Versa Press Inc 1465 Spring Bay Road East Peoria IL 616119788 Book Printing 307216 16 2526883 2411009 19607669 1001078 24545561 Outdoor Program Centers 721000 12537263 12537263 Trails 713990 1188109 1188109 Education 611710 268652 268652 Membership 900099 8313 8313 5105231 5105231 19107568 1335109 -115746 1450855 833464 1127488 -294024 -294024 -294024 99 -99 -99 -99 2248570 1031422 1217148 1217148 Miscellaneous 900099 112247 112247 112247 46023510 19219815 -115746 2373880 445691 445691 1784512 578051 983543 222918 15212578 11806522 2122638 1283418 514866 366331 92490 56045 1552614 1068314 302014 182286 1276180 947920 218823 109437 37288 38704 -1416 96420 96420 93000 93000 1597337 928091 612450 56796 253654 16791 222004 14859 1694941 1539012 65780 90149 1738329 855925 862521 19883 30453 30453 1410246 1407775 1710 761 259870 201067 38089 20714 132387 67528 14118 50741 102767 102767 2479232 2396942 79699 2591 826086 754589 51816 19681 Program & Volnt Support 3286473 3251929 34544 Food & Bev. Supplies 1517327 1512698 1936 2693 Repairs & Maintenance 1129967 1129067 900 Credit Card & Bank Fees 663341 571688 40591 51062 1695592 1309702 289752 96138 39831151 31327557 6095878 2407716 9906141 8807068 4603436 5545360 971794 497876 1219585 1158298 887845 1095774 1113219 6152275 128107264 35992244 84295820 92115020 52282853 58067776 38834546 40052440 194115239 213491887 1839504 2198535 4824082 4400189 3100000 1000000 6663586 10698724 X 153113703 166906390 34337950 35886773 187451653 202793163 194115239 213491887 6192359 9149151 0 X 0 1 X 1 0 X 16329863 13519883 20596228 30302359 24545561 105293894 16329863 13519883 20596228 30302359 24545561 105293894 4179048 101114846 2628579 4249705 8278207 2789843 2168573 20114907 125408801 64284118 0.80630 0.73450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 145946 89498 235444 39595707 39831151 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 167555 167426 230298 235444 800723 250000 250000 250000 250000 1000000 1500000 118335 95355 130808 145946 490444 Part I-A, Line 1: The Organization has not participated in any political campaign activity, either directly or indirectly. X X 0 0 87548042 690268 9991747 4038485 220000 93971572 96219450 9455515 -14528461 3378462 220000 87548042 80034582 1407481 17990434 2993047 220000 96219450 69704619 62675 13390310 2914522 208500 80034582 60863607 57243 11812805 2843036 186000 69704619 0.67330 0.05270 0.27400 1 0 52096282 52096282 58929541 28173350 30756191 8640928 6755332 1885596 8440513 1063562 7376951 92115020 Private Partnerships 39476108 F Split Interest Agreements 576332 F 40052440 X 57334421 9149151 2850 9152001 48182420 -2158910 -2158910 46023510 41664173 2850 2158910 2161760 39502413 328738 328738 39831151 Part III, Line 1a: AMC Library & Archive Collection: Collection items are primary and secondary source documents, institutional records, and artifacts related to the historical programs of the AMC, which are catalogued and preserved for educational and research purposes. No collection items were capitalized as of December 31, 2023 and 2022. Part III, Line 4: The AMC Library & Archives have been an integral part of the AMC since the AMC's founding year. They anchor a remarkable landscape in which the past lies alongside the present and future of the AMC and the Northeast outdoors. The Library's collection consists of over 2,500 monograph and serial titles. It represents one of the most extensive outdoor recreation book collections in the Northeast and counts among its holdings works on the history of mountaineering, early climbing expeditions, and early explorations. The book collection also contains a vast amount of background information on environmental issues and outdoor activities. The Archive's collection consists of meeting minutes, annual reports, AMC bulletins and journals, scrapbooks, climbing journals, manuscripts, summit registers, photographic works, films, memorabilia, and maps. Logbooks that are no longer sound enough to reside in the AMC's historic White Mountain huts can be found here, recording the thoughts and feelings of mountain travelers from decades past. The Archives are particularly rich in visual images, with well over 20,000 images covering the 1870's to the present. The Library & Archives are strongly linked to the AMC's mission. They help to build awareness of the AMC using the Club's images and information in a wide range of publications, educational programming, and display materials. The Library & Archives support all departments in their historical documentation needs from preserving their departmental records to providing materials for AMC's journal, website, marketing campaigns, development efforts, programming, lodging, and the like. The long history of the organization that is housed by the Library & Archives lends credibility and understanding to the Club's current organization and its initiatives. Part V, Line 4: AMC's endowment funds serve as a perpetual source of financial support for the Club's programs and activities. Funds are either restricted by donors or by AMC's Board of Directors, and support purposes that include conservation, education, White Mountain huts and trails, volunteer managed activities, library and archives, and general support. Part X, Line 2: In determining recognition of uncertain tax positions, the AMC recognizes the financial statement impact of a tax position when it is more likely than not that the position will be sustained upon examination by a taxing authority. As of December 31, 2023, the AMC has no uncertain tax positions that qualify for either recognition or disclosure in the consolidated financial statements. Part XI, Line 4b - Other Adjustments: Cost of Merchandise Sold -1,031,422. Rental Expenses -1,127,488. Part XII, Line 2d - Other Adjustments: Cost of Merchandise Sold 1,031,422. Rental Expenses 1,127,488. Part XII, Line 4b - Other Adjustments: Huber Depreciation and Depletion 328,738. X X X X X X 1 The Compass Group Inc 124 Quay Street Alexandria VA 22314 Capacity building services 0 0 93000 0 93000 CT ME MD MA NH NJ PA RI VT VA 1 Maine Coast Heritage Trust 1 Bowdoin Mill Island Ste 201 Topsham ME 04086 237099105 501(c)(3) 253500 0 Conserving Maine's Coast and Headwaters Kennebec Estuary Land Trust 872 Washington Street Bath ME 04530 010446468 501(c)(3) 150000 0 Conserving Maine's Coast and Headwaters 2 2 Part I, Line 2: Recipients sign a subrecipient agreement before awards are made and are required to report back that funds were used for the purpose of the grant. X X X X 0 0 0 0 0 0 0 0 0 Nicole Zussman President & CEO 337257 0 0 0 966 0 13200 0 21042 0 372465 0 0 0 Jennifer Norris VP & Chief Development Officer 209616 0 0 0 725 0 12577 0 0 0 222918 0 0 0 Gary Gresh Director of Major Gifts 142575 0 0 0 1347 0 11781 0 18758 0 174461 0 0 0 Rondi Stearns VP Comm & Marketing, until 10/2/23 137890 0 0 0 2506 0 11479 0 13932 0 165807 0 0 0 Paul Cunha VP Outdoor Operations, until 9/1/23 137203 0 0 0 1157 0 11190 0 10083 0 159633 0 0 0 Esther DeVito Regional Director of Development 140025 0 0 0 309 0 5921 0 8000 0 154255 0 0 0 Margaret McNamara Sr Dir Corp & Foundation Relations 134923 0 0 0 1222 0 10932 0 6948 0 154025 0 0 0 X 52 1001078 Avg of high & low price 0 1 0 Form 990, Part VI, Section A, line 6 AMC has approximately 90,000 members, primarily in the Northeast. Form 990, Part VI, Section A, line 7a The members elected the Board of Directors at the AMC Annual Meeting held on January 20, 2023. Form 990, Part VI, Section A, line 7b Decisions of the Board subject to approval by members include annual elections of individuals to the Board, and changes to the Bylaws. Form 990, Part VI, Section B, line 11b AMC's Form 990 is prepared by Tonneson & Co., based on information obtained during their audit of AMC's financial statements and supplemental information provided by the finance staff. AMC's Controller is responsible for overseeing the preparation of the 990 and reviewing it for completeness and accuracy. AMC's Chief Financial Officer and select members of the Board of Directors review the return. After their review, every member of the Board of Directors receives a copy of the 990 prior to filing. Form 990, Part VI, Section B, line 12c Pursuant to the AMC's Bylaws, each Board of Director is responsible for disclosing any possible conflict of interest at the earliest practicable time. Additionally, each board member receives a "Conflict of Interest Disclosure Statement and is requested to disclose any potential conflicts of interest on an annual basis. Form 990, Part VI, Section B, line 15 The Board of Directors has appointed a Compensation Committee comprised of the Board Chair, its Secretary, its Treasurer, Vice-Chair, one member of the Audit Committee and one member appointed by the Chair. The Compensation Committee is responsible for reviewing and making recommendations to the Board on the compensation of AMC officers and specific highly compensated employees. The Compensation Committee evaluates various criteria including, but not limited to, the organization's goals and objectives, the performance of the staff, and comparative third-party compensation data. Form 990, Part VI, Section C, line 19 AMC makes its governing documents, conflict of interest policy, financial statements and Form 990 available to the public upon request. AMC's Form 990 and audited financial statements are available on our website, www.outdoors.org. The Form 990 and financial statements are also available through the Massachusetts Attorney General's office/website and Guidestar. Form 990, Schedule R, Parts I(B) and III(B), Primary Activity for AMC Maine Woods Funding, LLC (MWF), AMC Maine Woods Initiative, LLC (MW Initiative) and AMC Ore Mountain, LLC (ORE): AMC Maine Woods Initiative, LLC was formed to carry out the AMC's Maine Woods Initiative program. The Maine Woods Initiative is the AMC's strategy for land conservation in the 100-Mile Wilderness region in Maine - addressing regional ecological and economic needs through outdoor recreation, resource protection, sustainable forestry and community partnerships. AMC Maine Woods Funding, LLC (MWF) was formed for the purpose of facilitating a $12.6 million financing structured under the New Markets Tax Credit ("NMTC") program of the U.S. Treasury Department. AMC Ore Mountain, LLC was formed in January 2019 to acquire and hold 66 acres of undeveloped real property in Piscataquis County Maine on Ore Mountain Road. AMC Maine Woods Initiative LLC 10 City Square Boston MA 02129 474706933 See Schedule O, Pages 51-52 for AMC MW Initiative, LLC's primary activities. ME 3370672 65626677 Appalachian Mountain Club AMC Ore Mountain LLC 10 City Square Boston MA 02129 833441823 See Schedule O, Pages 51-52 for AMC Ore Mountain, LLC's primary activities. ME 0 46000 Appalachian Mountain Club AMC MW Funding LLC 10 City Square Boston MA 02129 271413785 See Schedule O, Pages 51-52 for AMC MW Funding, LLC's primary activities. ME 0 0 Appalachian Mountain Club KI-Jo Mary Inc PO Box 425 Ashland ME 04732 010437627 Manage recreational use of timberlands owned by stockholders ME None C -4177 36245 0.22200 0 Environmental Insurance Agency Inc 62 Summer Street Boston MA 02110 043393004 Insurance MA CLF Ventures Inc C 1073 6017 0.04000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 AMC Maine Woods Initiative LLC P 3370672