MONTANA LAND RELIANCE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA LAND RELIANCE (EIN 81-0369262)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-30
- IRS object ID
- 202313039349302186
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-30T17:17:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810333198 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWLAND AND COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3006 | AddressLine1Txt |
| City | BUTTE | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 597023006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810369262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MONTANA LAND RELIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064437027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 355 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 596240355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE OLSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4064437027 | PhoneNum |
| Signature | 2023-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | OLSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBBIE OUELLETTE | PreparerPersonNm |
| PTIN | P00174388 | PTIN |
| Phone | 4064944754 | PhoneNum |
| Preparation | 2023-10-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE OLSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 355 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,260,628 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MTLANDRELIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE MONTANA LAND RELIANCE (MLR) IS TO PARTNER WITH LANDOWNERS TO PROVIDE PERMANENT PROTECTION FOR PRIVATE LANDS THAT ARE SIGNIFICANT FOR AGRICULTURAL PRODUCTION, FISH AND WILDLIFE HABITAT, AND OPEN SPACE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,785,610 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,117,005 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $151,818 | PYInvestmentIncomeAmt |
| CY Investment Income | $282,548 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $21,937,428 | PYTotalRevenueAmt |
| CY Total Revenue | $13,399,553 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $324,853 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $165,985 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,395,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,323,553 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $149,193 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,476,953 | PYOtherExpensesAmt |
| CY Other Expenses | $12,422,861 | CYOtherExpensesAmt |
| PY Total Expenses | $16,197,066 | PYTotalExpensesAmt |
| CY Total Expenses | $13,912,399 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,740,362 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$512,846 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,853,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,663,260 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $133,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,306,743 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,719,673 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,356,517 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE MONTANA LAND RELIANCE (MLR) IS TO PARTNER WITH LANDOWNERS TO PROVIDE PERMANENT PROTECTION FOR PRIVATE LANDS THAT ARE SIGNIFICANT FOR AGRICULTURAL PRODUCTION, FISH AND WILDLIFE HABITAT, AND OPEN SPACE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,191,048 | ExpenseAmt |
| Desc | LAND PROJECTS: MLR WORKED WITH NUMEROUS LANDOWNERS IN 2022 TO PERMANENTLY PROTECT THEIR PRIVATE LANDS FOR CONTINUED AGRICULTURAL PRODUCTION, OPEN SPACE, AND NATURAL HABITAT. TWENTY-SEVEN CONSERVATION EASEMENTS WERE DONATED OR SOLD TO MLR THAT PROTECTED, IN PERPETUITY, APPROXIMATELY 66,658 ACRES, INCLUDING OVER 51 MILES OF RIVER/STREAM FRONTAGE. MLR HAS PROTECTED A TOTAL OF 1,286,862 ACRES OF AGRICULTURAL/RECREATIONAL LANDS IN MONTANA. THAT ACREAGE INCLUDES 343,848 ACRES IN THE GREATER YELLOWSTONE ECOSYSTEM; 20,881 ACRES IN THE NORTHERN CONTINENTAL DIVIDE ECOSYSTEM; 221,415 ACRES OF CROP/HAY/PASTURE LANDS; 1,065,447 ACRES OF RANGE AND FOREST LANDS; 618,883 ACRES OF ELK HABITAT; AND OVER 47,578 ACRES OF WETLANDS. OVER 1,956 MILES OF STREAM FRONTAGE HAVE BEEN PROTECTED BY EASEMENTS HELD BY MLR TO DATE. SPECIFIC EXPENDITURES RELATED TO LAND PROJECTS INCLUDED: GENERAL LAND PROJECT PLANNING AND EASEMENT DISCUSSIONS EXPENDITURES OF $229,061; COMPLETED EASEMENT PROJECTS AND NEW LAND PROJECTS NEGOTIATION EXPENDITURES OF $125,734; NON-COLLECTIBLE PROJECT ACCOUNTS OF $9,587; AND PURCHASED EASEMENTS EXPENDITURES OF $11,826,665 (ROUND GROVE RANCH I - $1,649,500; CASEY I - $1,145,877; MARTIN & MARGARET CLARK - $705,060; AXTELL RANCH - $2,675,000; MIDDLE FORK LAND & LIVESTOCK - $2,747,621; CARLSON - $40,000; ROEN I - $1,550,444; SULLIVAN - $100,000; HALMES - $15,000; RIMKUS - $362,300; AND MATTSON $835,863). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $584,423 | ExpenseAmt |
| Grant | $165,985 | GrantAmt |
| Desc | STEWARDSHIP AND MONITORING: MLR STEWARDSHIP STAFF (CONSISTING OF ONE STEWARDSHIP DIRECTOR; ONE GIS COORDINATOR/LAND STEWARD; ONE STEWARDSHIP COORDINATOR; AND 19 PART-TIME LAND STEWARDS) MONITOR EACH PROPERTY ON WHICH MLR HOLDS A CONSERVATION EASEMENT. THIS MONITORING INCLUDES A VISIT TO THE SUBJECT PROPERTY AND DISCUSSIONS WITH THE LANDOWNERS/MANAGERS. THE STEWARDSHIP STAFF ALSO WORKS WITH EXISTING EASEMENT HOLDERS TO SUPPLY NATURAL RESOURCE INFORMATION FOR THE LANDOWNER TO IMPROVE THEIR LAND HOLDINGS FOR CONSERVATION PURPOSES. STEWARDSHIP STAFF WORKS WITH LEGAL COUNSEL IN REGARD TO ANY POTENTIAL ISSUES THAT ARISE REGARDING INTERPRETATION OR ENFORCEMENT OF CONSERVATION EASEMENTS HELD BY MLR. MLR IS IN THE PROCESS OF DIGITIZING ALL THE EASEMENT PROJECT FILES FOR ALL MLR CONSERVATION EASEMENTS THAT HAVE BEEN COMPLETED AND ARE OF RECORD SCANNING OF THIS DOCUMENTATION WILL ENHANCE STAFF'S ABILITY TO WORK EFFICIENTLY WITH EASEMENT HOLDERS ACROSS THE STATE. MLR GRANTED $165,985 TO THE MONTANA LAND RELIANCE FOUNDATION INC., TO BE INVESTED INTO THE LAND PROTECTION FUND TO COVER STEWARDSHIP AND MONITORING EXPENDITURES. TOTAL EXPENSES RELATED TO THE STEWARDSHIP, MONITORING, AND ENFORCEMENT OF CONSERVATION EASEMENTS HELD BY MLR AMOUNTED TO $584,423, INCLUDING $165,985 GRANTED TO THE MONTANA LAND RELIANCE FOUNDATION. GENERAL ADMINISTRATION OF THE STEWARDSHIP PROGRAM; MAPPING OF NEW/POTENTIAL PROJECTS; DIGITIZING OF ALL EXISTING EASEMENT FILES/DOCUMENTS ACCOUNTED FOR $52,119. THE REMAINING $366,319 COVERED THE COSTS OF THE STEWARDSHIP DIRECTOR, GIS COORDINATOR, STEWARDSHIP COORDINATOR, AND 19 PART-TIME LAND STEWARDS (SALARIES/BENEFITS - $288,640; FEES FOR SERVICES - $15,493; OFFICE EXPENSES - $8,120; INFORMATION TECHNOLOGY - $12,434; OCCUPANCY - $8,813; TRAVEL/PER DIEM - $25,661; AND CONFERENCE/CONVENTIONS - $7,158). STEWARDSHIP/MONITORING ACTIVITIES CARRIED OUT BY STAFF INVOLVES VISITING OR VIEWING AERIAL PHOTOS OF EACH EASEMENT PROPERTY ON AN ANNUAL BASIS TO ENSURE THAT THE TERMS OF THE CONSERVATION EASEMENTS ARE BEING UPHELD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $425,345 | ExpenseAmt |
| Desc | EDUCATION AND OUTREACH ACTIVITIES: MLR STAFF TRAVEL ACROSS THE STATE OF MONTANA CONDUCTING MEETINGS WITH POTENTIAL CLIENTS, COUNTY PLANNING BOARDS, COUNTY COMMISSIONERS, VARIOUS AGRICULTURAL GROUPS/ORGANIZATIONS, AND OTHER COMMUNITY GROUPS TO PROVIDE ANSWERS TO THEIR QUESTIONS AND TO CONDUCT GENERAL EDUCATIONAL ACTIVITIES FOCUSED ON THE BENEFITS OF LAND CONSERVATION AND CONSERVATION EASEMENTS. FOR THESE OUTREACH ACTIVITIES, MLR PUBLISHES VARIOUS EDUCATIONAL BROCHURES AND AN ANNUAL REPORT TO PROVIDE INFORMATION AND ENHANCE THE TRANSPARENCY OF ITS PUBLIC INTEREST ACTIVITIES. ADDITIONALLY, STAFF PARTICIPATE WITH NUMEROUS CONSERVATION GROUPS TO EDUCATE THE PUBLIC ABOUT THE LAND TRUST COMMUNITY'S CONSERVATION EFFORTS. EXPENDITURES RELATED TO MLR'S OUTREACH AND EDUCATION ACTIVITIES AMOUNTED TO $425,345 IN 2022. THOSE EXPENDITURES INCLUDED GENERAL OUTREACH ACTIVITIES TO LANDOWNERS, ATTORNEYS, ACCOUNTANTS, GOVERNMENT AGENCIES, ETC. - $296,497; PUBLICATION MATERIALS (BROCHURES, ANNUAL REPORT, NEWSLETTERS, ETC.) - $22,553; AND MEMBERSHIP AND OUTREACH TO STATE, REGIONAL, AND NATIONAL LAND CONSERVATION/AGRICULTURAL ORGANIZATION, ETC., - $106,295. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,200,816 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATIE STOKES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064437027 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 355 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59624 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| GEORGE S OLSEN | |||||||
| PRESIDENT | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHANE COLTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL ROSTAD | |||||||
| SECRETARY-TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TAYA R CROMLEY PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE PRIBYL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY TOWNSEND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS MONTAGUE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN VERMILLION | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY SORENSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK BERG | |||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIRSTEN FELDMAN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLINE KURTZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID LEUSCHEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATIE STOKES | |||||||
| MANAGING DIRECTOR | 40.00 | 2.00 | Yes (X) | $81,516 | $0 | $14,640 | |
| KENDALL VAN DYK | |||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | $115,117 | $0 | $17,694 | ||
| JORDAN VANA | |||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | $105,001 | $0 | $16,895 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $301,634 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,229 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $464,390 | RelatedOrganizationsAmt |
| Government Grants | $7,810,304 | GovernmentGrantsAmt |
| All Other Contributions | $4,842,311 | AllOtherContributionsAmt |
| Noncash Contributions | $27 | NoncashContributionsAmt |
| Total Contributions | $13,117,005 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,785 | TotalRevenueColumnAmt |
| Exclusion | $223,785 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,919,838 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,853,580 | SecuritiesAmt |
| Other | $7,495 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,258 | SecuritiesAmt |
| Other | -$7,495 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,763 | TotalRevenueColumnAmt |
| Exclusion | $58,763 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,399,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $282,548 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,985 | TotalAmt |
| Program Services | $165,985 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,603 | TotalAmt |
| Program Services | $639,111 | ProgramServicesAmt |
| Management And General | $360,489 | ManagementAndGeneralAmt |
| Fundraising | $57,003 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,113 | TotalAmt |
| Program Services | $71,573 | ProgramServicesAmt |
| Management And General | $27,528 | ManagementAndGeneralAmt |
| Fundraising | $11,012 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,818 | TotalAmt |
| Program Services | $40,831 | ProgramServicesAmt |
| Management And General | $15,705 | ManagementAndGeneralAmt |
| Fundraising | $6,282 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,019 | TotalAmt |
| Program Services | $61,112 | ProgramServicesAmt |
| Management And General | $23,505 | ManagementAndGeneralAmt |
| Fundraising | $9,402 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,576 | TotalAmt |
| Program Services | $48,666 | ProgramServicesAmt |
| Management And General | $20,873 | ManagementAndGeneralAmt |
| Fundraising | $16,037 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,833 | TotalAmt |
| Management And General | $22,833 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,377 | TotalAmt |
| Program Services | $32,115 | ProgramServicesAmt |
| Management And General | $9,670 | ManagementAndGeneralAmt |
| Fundraising | $5,592 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,531 | TotalAmt |
| Program Services | $35,711 | ProgramServicesAmt |
| Fundraising | $5,820 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,217 | TotalAmt |
| Program Services | $27,158 | ProgramServicesAmt |
| Management And General | $16,832 | ManagementAndGeneralAmt |
| Fundraising | $6,227 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,906 | TotalAmt |
| Program Services | $23,294 | ProgramServicesAmt |
| Management And General | $6,248 | ManagementAndGeneralAmt |
| Fundraising | $7,364 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,640 | TotalAmt |
| Program Services | $40,184 | ProgramServicesAmt |
| Management And General | $11,346 | ManagementAndGeneralAmt |
| Fundraising | $5,110 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,032 | TotalAmt |
| Program Services | $82,932 | ProgramServicesAmt |
| Management And General | $11,792 | ManagementAndGeneralAmt |
| Fundraising | $14,308 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,456 | TotalAmt |
| Program Services | $9,568 | ProgramServicesAmt |
| Management And General | $24,748 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,126 | TotalAmt |
| Program Services | $77,318 | ProgramServicesAmt |
| Management And General | $456 | ManagementAndGeneralAmt |
| Fundraising | $352 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,972 | TotalAmt |
| Program Services | $15,582 | ProgramServicesAmt |
| Management And General | $5,993 | ManagementAndGeneralAmt |
| Fundraising | $2,397 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,530 | TotalAmt |
| Program Services | $3,011 | ProgramServicesAmt |
| Management And General | $4,372 | ManagementAndGeneralAmt |
| Fundraising | $2,147 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACQUISITION RIGHTS | Desc |
| Total | $11,826,665 | TotalAmt |
| Program Services | $11,826,665 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,912,399 | TotalAmt |
| Program Services | $13,200,816 | ProgramServicesAmt |
| Management And General | $562,390 | ManagementAndGeneralAmt |
| Fundraising | $149,193 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,025,064 | BOYAmt |
| EOY | $2,326,753 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,011 | BOYAmt |
| EOY | $160,057 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,882 | BOYAmt |
| EOY | $317,687 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,988 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $319,605 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,099 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,358 | BOYAmt |
| EOY | $177,506 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,163,013 | BOYAmt |
| EOY | $10,680,289 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,854,024 | BOYAmt |
| EOY | $968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,853,510 | BOYAmt |
| EOY | $13,663,260 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,837 | BOYAmt |
| EOY | $66,743 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,240,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,837 | BOYAmt |
| EOY | $1,306,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,162,316 | BOYAmt |
| EOY | $7,942,858 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,557,357 | BOYAmt |
| EOY | $4,413,659 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,719,673 | BOYAmt |
| EOY | $12,356,517 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,853,510 | BOYAmt |
| EOY | $13,663,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$512,846 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$850,310 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,460,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,338,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,087,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,785,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,117,005 | CurrentTaxYearAmt |
| Total | $49,789,338 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,460,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,338,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,087,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,785,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,117,005 | CurrentTaxYearAmt |
| Total | $49,789,338 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $49,789,338 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $151,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $282,548 | CurrentTaxYearAmt |
| Total | $642,331 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$18,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$17,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$40,044 | CurrentTaxYearMinus2YearsAmt |
| Total | -$75,953 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,355,716 | TotalSupportAmt |
| Public Support CY170 | 0.98880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99350 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $55,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,857,399 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $13,912,399 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $845,620 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $211,405 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $632,036 | CurrentYearMinus3Amt |
| Current Year Minus2 | $466,058 | CurrentYearMinus2Amt |
| Current Year Minus1 | $959,853 | CurrentYearMinus1Amt |
| Current Year | $845,620 | CurrentYearAmt |
| Total | $2,903,567 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,355,351 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $55,000 | CurrentYearAmt |
| Total | $55,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $158,009 | CurrentYearMinus3Amt |
| Current Year Minus2 | $116,515 | CurrentYearMinus2Amt |
| Current Year Minus1 | $239,963 | CurrentYearMinus1Amt |
| Current Year | $211,405 | CurrentYearAmt |
| Total | $725,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,088,838 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $45,000 | CurrentYearAmt |
| Total | $45,000 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 965 | TotalEasementsCnt |
| Total Acreage | 1286862.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 6 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 8281.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $366,319 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1 | BeginningYearBalanceAmt |
| End Year Balance | $1 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,000 | OtherCostOrOtherBasisAmt |
| Book Value | $5,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,583 | DepreciationAmt |
| Book Value | $5,417 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $285,181 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,516 | DepreciationAmt |
| Book Value | $152,665 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,424 | OtherCostOrOtherBasisAmt |
| Book Value | $14,424 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $177,506 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $12,465,996 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$933,557 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$933,557 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,399,553 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,399,553 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,912,399 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,912,399 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,912,399 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | OF THE TOTAL 965 CONSERVATION EASEMENTS HELD BY MLR AT THE END OF 2022, SIX (6) EASEMENT DOCUMENTS WERE MODIFIED (0.6%). THE SIX (6) MODIFICATIONS CONSISTED OF THREE (3) AMENDMENTS TO DEEDS OF CONSERVATION EASEMENT THAT REMOVED EXISTING RESERVED RIGHTS TO THE GRANTOR, THEREBY INCREASING THE CONSERVATION VALUES PROTECTED BY THE EASEMENT; TWO (2) CORRECTIONS TO DEEDS OF CONSERVATION EASEMENT WERE FILED TO CORRECT SCRIVENER'S ERRORS; AND ONE (1) CONSERVATION EASEMENT WAS RESTATED TO INCLUDE ADDITIONAL ACREAGE TO THE ORIGINAL EASEMENT. ALL SIX (6) OF THE EASEMENT MODIFICATIONS SECURED THE LANDOWNER'S RATIFICATION OF THE TERMS AND CONDITIONS OF THE CONSERVATION VALUES AND PURPOSES OF THE ORIGINAL EASEMENTS. AS AN ACCREDITED LAND TRUST, MLR FOLLOWED ITS RIGOROUS CONSERVATION EASEMENT AMENDMENT POLICY TO ENSURE PERPETUAL PROTECTION OF THE CONSERVATION VALUES AND TO AVOID CONFERRAL OF PRIVATE BENEFIT AND INUREMENT, ALL IN ACCORDANCE WITH NATIONAL STANDARDS AND PRACTICES AS RECOMMENDED BY THE LAND TRUST ALLIANCE. HOHENLOHE II AMENDMENT THIS 10,164-ACRE PROPERTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED ON DECEMBER 20, 2010, AS DOCUMENT NO. 3198421, RECORDS OF LEWIS AND CLARK COUNTY, MONTANA. THE EASEMENT PROTECTS SIGNIFICANT OPEN SPACE LANDS ADJACENT TO HOLTER LAKE AND SEVERAL IMPORTANT WILDERNESS STUDY AREAS. THE AMENDMENT WAS EXECUTED TO REDUCE THE NUMBER OF PRIMITIVE CABINS ON THE PROPERTY FROM THREE TO TWO, THEREBY FURTHER CLUSTERING AND LIMITING DEVELOPMENT ON THE PROPERTY. THE AMENDMENT AND RATIFICATION OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON APRIL 20, 2022, AS DOCUMENT NO. 3397174, RECORDS OF LEWIS AND CLARK COUNTY, MONTANA. STRONG I AMENDMENT THIS EASEMENT WAS ORIGINALLY RECORDED ON NOVEMBER 6, 1995, AS DOCUMENT NO. 249617, RECORDS OF PARK COUNTY, MONTANA. TO FURTHER CONSERVE AND PROTECT THE NATURAL HABITAT AND SCENIC AND OPEN SPACE VALUES OF THIS 159-ACRE PROPERTY, THE LANDOWNER AND THE GRANTEE AMENDED THE EASEMENT TO REDUCE THE TOTAL NUMBER OF ALLOWED RESIDENCES ON THE PROPERTY FROM THREE TO ONE, AND FURTHER AGREED TO LIMIT THE LOCATION AND BOUNDARIES OF THE ONE ALLOWED RESIDENCE. THIS AMENDMENT WILL REDUCE THE OVERALL RESIDENTIAL FOOTPRINT AND LIMIT FUTURE DEVELOPMENT ON THE PROPERTY, THEREBY FURTHER ENHANCING THE CONSERVATION VALUES PROTECTED BY THE EASEMENT. THE AMENDMENT AND RATIFICATION OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON JUNE 30, 2022, AS DOCUMENT NO. 431253, RECORDS OF PARK COUNTY, MONTANA. TAYLOR (JEAN) AMENDMENT THIS DEED OF CONSERVATION EASEMENT WAS ORIGINALLY RECORDED ON DECEMBER 18, 1998, AS DOCUMENT NO. 444715, RECORDS OF RAVALLI COUNTY, MONTANA. GRANTOR AND GRANTEE AGREED TO AMEND THE EASEMENT TO FURTHER PRESERVE AND PROTECT THIS 62-ACRE PROPERTY BY ELIMINATING GRANTOR'S SPECIAL RESERVED DEVELOPMENT RIGHT TO CONSTRUCT, MAINTAIN, AND REPAIR ONE SINGLE FAMILY RESIDENCE AND ASSOCIATED GARAGE. THE ELIMINATION OF THESE POTENTIAL STRUCTURES WILL REDUCE THE OVERALL FOOTPRINT AND CLUSTER FUTURE DEVELOPMENT OF THE PROPERTY, THEREBY PROTECTING THE CONSERVATION VALUES OF THE PROPERTY. THE AMENDMENT AND RATIFICATION OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON NOVEMBER 15, 2022, AS DOCUMENT NO. 781609, RECORDS OF RAVALLI COUNTY, MONTANA. ENGWIS I CORRECTION THIS 3,768 ACRE PROPERTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED ON SEPTEMBER 13, 2019, AS DOCUMENT NO. 159204, RECORDS OF SWEET GRASS COUNTY, MONTANA. AFTER THE EASEMENT WAS GRANTED, THE PARTIES DISCOVERED AN INADVERTENT ERROR WHICH MISTAKENLY STATED THAT "TWO (2) ADDITIONAL PERMITTED RESIDENTIAL DWELLING UNITS" WERE ALLOWED INSTEAD OF THE ONE (1) ADDITIONAL PERMITTED RESIDENTIAL DWELLING UNIT INTENDED BY THE PARTIES. THE PARTIES AGREED TO CORRECT THE ERROR TO CLARIFY THE INTENTIONS AND EXPECTATIONS OF BOTH PARTIES TO PERMIT ONLY ONE ADDITIONAL RESIDENTIAL DWELLING UNIT. THIS CORRECTION OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON MAY 11, 2022, AS DOCUMENT NO. 163359, RECORDS OF SWEET GRASS COUNTY, MONTANA. SCHUMANN CORRECTION THIS EASEMENT WAS ORIGINALLY RECORDED NOVEMBER 22, 2000, AS DOCUMENT NO. 412209, RECORDS OF LAKE COUNTY, MONTANA. GRANTEE IDENTIFIED INACCURACIES IN THE ORIGINAL MAP EXHIBIT, WHICH IMPRECISELY LOCATED THE BUILDING ENVELOPE ON THIS 61-ACRE PROPERTY NEAR FLATHEAD LAKE. GRANTOR AND GRANTEE AGREED TO CORRECT THIS MUTUAL MAPPING MISTAKE BY REVISING THE EASEMENT TO LOCATE THE BUILDING ENVELOPE MORE ACCURATELY UTILIZING CURRENT TECHNOLOGY IN ACCORDANCE WITH THE MUTUAL INTENT OF THE PARTIES AT THE TIME THE EASEMENT WAS CREATED. THIS CORRECTION WILL ENSURE THAT DEVELOPMENT ON THE PROPERTY IS APPROPRIATELY RESTRICTED AND CLUSTERED IN ACCORDANCE WITH THE SCENIC AND OPEN SPACE CONSERVATION VALUES PROTECTED BY THE EASEMENT. THIS CORRECTION OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON NOVEMBER 15, 2022, AS DOCUMENT NO. 602178, RECORDS OF LAKE COUNTY, MONTANA. WHITNEY (JACK) RESTATEMENT THIS EASEMENT WAS ORIGINALLY RECORDED ON AND OVER 120 ACRES ON DECEMBER 15, 2002, AS DOCUMENT NO. 20003349, RECORDS OF FLATHEAD COUNTY, MONTANA. SINCE THAT TIME, THE LANDOWNER ACQUIRED AN ADJOINING 121 ACRES THAT THEY REQUESTED BE INCORPORATED INTO THEIR EXISTING EASEMENT, FOR A TOTAL OF 241 ACRES. THE RESTATED CONSERVATION EASEMENT ALSO GENERALLY CLARIFIED THE EASEMENT LANGUAGE AND BROUGHT THE RESOURCE DOCUMENTATION UP TO MODERN STANDARDS. THE RESTATEMENT OF DEED OF CONSERVATION EASEMENT AND GRANT DEED OF CONSERVATION EASEMENT ON ADDITIONAL LANDS WAS RECORDED ELECTRONICALLY ON DECEMBER 19, 2022, AS DOCUMENT NO. 202200030663, RECORDS OF FLATHEAD COUNTY, MONTANA. |
| PART II, LINE 5: | THE MONTANA LAND RELIANCE (MLR) HAS A MONITORING POLICY. THE MLR STEWARDSHIP STAFF (CONSISTING OF 1 STEWARDSHIP DIRECTOR; 1 GIS COORDINATOR/LAND STEWARD; 1 STEWARDSHIP COORDINATOR; AND 19 PART-TIME LAND STEWARDS) MONITORS EACH AND EVERY PROPERTY ON WHICH MLR HOLDS A CONSERVATION EASEMENT. THIS MONITORING INCLUDES A VISIT TO THE SUBJECT PROPERTY AND DISCUSSIONS WITH THE LANDOWNERS/MANAGERS. THE STEWARDSHIP STAFF ALSO WORKS WITH EXISTING EASEMENT HOLDERS TO SUPPLY NATURAL RESOURCE INFORMATION AND CONTACTS FOR THE LANDOWNER TO IMPROVE THEIR LAND HOLDINGS FOR CONSERVATION PURPOSES. STEWARDSHIP STAFF ALSO WORKS WITH LEGAL COUNSEL IN REGARD TO POTENTIAL ISSUES THAT ARISE REGARDING INTERPRETATION OR ENFORCEMENT OF CONSERVATION EASEMENTS HELD BY MLR. MLR IS IN THE PROCESS OF DIGITIZING ALL OF THE EASEMENT PROJECT FILES FOR THE 965 EASEMENTS THAT HAVE BEEN COMPLETED AND ARE OF RECORD - SCANNING OF THIS DOCUMENTATION WILL ENHANCE STAFF'S ABILITY TO WORK EFFICIENTLY WITH EASEMENT HOLDERS ACROSS THE STATE. |
| PART II, LINE 9: | CONSERVATION EASEMENTS ARE RECORDED BY MLR AS IN-KIND DONATIONS WITH A VALUE OF $1 EACH. BY A RESOLUTION OF THE BOARD OF DIRECTORS, MLR VALUES ALL CONSERVATION EASEMENTS HELD AT A NOMINAL AMOUNT OF $1 DUE TO THE FACT THAT SAID EASEMENTS CANNOT BE SOLD, TRANSFERRED, OR BORROWED AGAINST. EXPENSES INCURRED IN "BARGAIN" PURCHASES OF EASEMENTS AND OTHER IN-HOUSE EXPENSES RELATED TO COMPLETION OF CONSERVATION EASEMENTS ARE EXPENSED OUT IN THE YEAR OF THE PURCHASE AND/OR DONATION. THE FOLLOWING IS THE TEXT OF THE FOOTNOTE USED IN MLR'S ANNUAL AUDITED FINANCIAL STATEMENTS: "MLR HAS ACQUIRED CONSERVATION EASEMENTS FROM VARIOUS CONTRIBUTORS. CONSERVATION EASEMENTS REPRESENT RIGHTS TO RESTRICT USE OF CERTAIN PROPERTIES. BY ACCEPTING THE EASEMENT CONTRIBUTION, MLR COMMITS TO PROTECTING THE EASEMENT RESTRICTIONS IN PERPETUITY. THE EASEMENTS HAVE NO MARKET VALUE IN THE HANDS OF MLR. MLR CAN ASSIGN THE EASEMENTS ONLY TO ANOTHER QUALIFIED CONSERVATION ORGANIZATION. ACCORDINGLY, THEY ARE REPRESENTED IN THE FINANCIAL STATEMENTS AT A NOMINAL VALUE OF ONE DOLLAR PER EASEMENT. PURCHASED EASEMENTS ARE EXPENSED." |
| PART V, LINE 4: | THE MONTANA LAND RELIANCE FOUNDATION, INC., WAS ESTABLISHED TO HOLD ASSETS IN SUPPORT OF THE MONTANA LAND RELIANCE (MLR) AS A RELATED 509(A)(3) SUPPORT ORGANIZATION. ONE OF THE FUNDS THAT IS CURRENTLY HELD BY AND OVERSEEN BY THE FOUNDATION IS THE CONSERVATION FUND, WHICH HAS TWO SUBFUNDS, THE "GENERAL CONSERVATION FUND AND THE "LEGACY FUND." THE CONSERVATION FUND IS AN ENDOWMENT FUND. GENERAL CONSERVATION FUND: THE GENERAL CONSERVATION FUND PROVIDES A SOURCE OF REVENUE TO MLR FOR OUTREACH TO LANDOWNERS FOR LAND CONSERVATION PROJECTS, AND RESEARCH, PUBLIC OUTREACH, AND EDUCATION ON PRIVATE LAND CONSERVATION. THE PRESENT VALUE OF ANY CONTRIBUTIONS TO THE FUND IS NOT EXPENDED AS REQUIRED BY MONTANA ADMINISTRATIVE RULE 42.15.507(6) AND ANY SUCCESSOR PROVISION. THE CORPUS MAY NOT BE USED. ANY GRANT REQUEST TO THE FOUNDATION FROM MLR MUST BE AUTHORIZED BY THE FOUNDATION'S BOARD OF DIRECTORS. LEGACY FUND: THE LEGACY FUND PROVIDES A STEADY SOURCE OF REVENUE TO MLR FOR BRIDGE CAPITAL FOR PROPERTY ACQUISITIONS, FOR OPTION PURCHASES FOR ALL OR A PORTION OF A THREATENED PROPERTY TO BE RESOLD TO A CONSERVATION BUYER, OR FOR CONSERVATION EASEMENT PURCHASES. THE CORPUS OF THE FUND MAY NOT BE USED. ANY GRANT REQUESTS TO THE FOUNDATION FROM MLR MUST BE AUTHORIZED BY THE FOUNDATION'S BOARD OF DIRECTORS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA LAND RELIANCE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 355 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59624 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 271125289 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $165,985 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Purpose Of Grant | SCH I, STMT 1 | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE MONTANA LAND RELIANCE FOUNDATION, INC., WAS ESTABLISHED IN 2010 TO PROVIDE FINANCIAL ASSISTANCE TO THE MONTANA LAND RELIANCE (MLR) AND TO HOLD ASSETS IN SUPPORT OF MLR. TWO MEMBERS OF MLR'S BOARD OF DIRECTORS SERVE ON THE BOARD OF THE MONTANA LAND RELIANCE FOUNDATION TO PROVIDE OVERSIGHT OF THE USE OF FUNDS PROVIDED TO THE FOUNDATION BY MLR. THERE ARE FOUR OTHER MEMBERS OF THE FOUNDATION'S BOARD THAT ARE NOT MEMBERS OF THE MLR BOARD AND PROVIDE FURTHER OVERSIGHT OF THESE FUNDS. MLR MONIES GRANTED TO THE FOUNDATION ARE INVESTED TO PROVIDE INCOME THAT IS THEN GRANTED TO MLR TO ASSIST IN THE COMPLETION OF LAND PROJECTS, TO ASSIST WITH THE FINANCIAL BURDEN OF MONITORING EXISTING CONSERVATION EASEMENTS, TO ASSIST MLR WITH COSTS ASSOCIATED WITH ITS EDUCATION AND OUTREACH PROGRAM TO LANDOWNERS, PROFESSIONALS, AND OTHER CONSERVATION ORGANIZATIONS, AND TO ASSIST MLR WITH ITS GENERAL OPERATING EXPENDITURES. IN 2022 MLR GRANTED $165,985 TO BE INVESTED INTO THE GENERAL FUND AND THE LAND PROTECTION FUND (INCOME FROM WHICH IS USED TO ASSIST MLR WITH CONSERVATION EASEMENT PROJECT COSTS AND MONITORING/STEWARDSHIP COSTS). | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MONTANA LAND RELIANCE FOUNDATION | |||
| SUPPORT ORGANIZATION TO THE MONTANA LAND RELIANCE | $464,390 | THE MLR FOUNDATION BOARD OF DIRECTORS APPROVED A GRANT REQUEST FROM MLR. THE GRANT COVERED COSTS RELATED TO THE MONITORING AND ENFORCEMENT OF CONSERVATION EASEMENTS HELD BY THE MLR; COSTS RELATED TO THE COMPLETION OF CONSERVATION EASEMENTS DURING THE YEAR; AND COSTS RELATED TO EDUCATION AND OUTREACH ACTIVITIES TO THE GENERAL PUBLIC, OTHER ORGANIZATIONS, AND GOVERNMENT AGENCIES. TWO MEMBERS OF THE MLR BOARD OF DIRECTORS ARE MEMBERS OF THE MLR FOUNDATION'S BOARD OF DIRECTORS. | 0 |
| MONTANA LAND RELIANCE FOUNDATION | |||
| SUPPORT ORGANIZATION TO THE MONTANA LAND RELIANCE | $37,710 | ACCOUNTING SERVICES AND INSURANCE EXPENSE. THROUGH AN INTERCORPORATE SERVICES AGREEMENT, MLR STAFF MEMBERS PROVIDE ACCOUNTING SERVICES AND INSURANCE TO THE MLR FOUNDATION. TWO MEMBERS OF THE MLR BOARD OF DIRECTORS ARE MEMBERS OF THE MLR FOUNDATION'S BOARD OF DIRECTORS. | 0 |
| RUBY HABITAT FOUNDATION | |||
| SUPPORT ORGANIZATION TO THE MONTANA LAND RELIANCE | $6,000 | ACCOUNTING SERVICES AND INSURANCE EXPENSE. THROUGH AN INTERCORPORATE SERVICES AGREEMENT, MLR STAFF MEMBERS PROVIDE ACCOUNTING SERVICES AND INSURANCE TO THE RUBY HABITAT FOUNDATION. THE PRESIDENT OF THE MLR'S BOARD OF DIRECTORS, ONE OF MLR'S MANAGING DIRECTORS, AND ONE DIRECTOR APPOINTED BY MLR SERVE ON THE BOARD OF DIRECTORS OF THE RUBY HABITAT FOUNDATION TO PROVIDE OVERSIGHT. | 0 |
| MONTANA LAND RELIANCE FOUNDATION | |||
| SUPPORT ORGANIZATION TO THE MONTANA LAND RELIANCE | $165,985 | MLR MONIES GRANTED TO THE FOUNDATION ARE INVESTED TO PROVIDE INCOME THAT IS THEN GRANTED TO MLR TO ASSIST IN THE COMPLETION OF LAND PROJECTS, TO ASSIST WITH THE FINANCIAL BURDEN OF MONITORING EXISTING CONSERVATION EASEMENTS, TO ASSIST MLR WITH COSTS ASSOCIATED WITH ITS EDUCATION AND OUTREACH PROGRAM TO LANDOWNERS, PROFESSIONALS, AND OTHER CONSERVATION ORGANIZATIONS, AND TO ASSIST MLR WITH ITS GENERAL OPERATING EXPENDITURES. TWO MEMBERS OF THE MLR BOARD OF DIRECTORS ARE MEMBERS OF THE MLR FOUNDATION'S BOARD OF DIRECTORS. | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $34,552 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUED AT $1.00 EACH. | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY LEGAL COUNSEL, AND THEN DISTRIBUTED TO THE MLR OFFICERS AND BOARD OF DIRECTORS, FOR REVIEW, COMMENT, AND APPROVAL. SHOULD THE DRAFTING OF THE FORM 990 BE DELAYED, LEAVING INSUFFICIENT TIME FOR THE FULL BOARD OF DIRECTORS' REVIEW, THE MLR FINANCIAL COMMITTEE IS AUTHORIZED TO REVIEW AND APPROVE THE SUBMITTAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | MLR'S CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES, BOARD MEMBERS, MEMBERS OF THE COUNCIL OF TRUSTEES, MAJOR DONORS, AND INDIVIDUALS SUCH AS INDEPENDENT CONTRACTORS OR FORMER EMPLOYEES WHO MIGHT HAVE ACCESS TO INSIDE INFORMATION (CONFLICTED PARTIES) AND REFERENCES CONFLICTED PARTIES' SPOUSES, DOMESTIC PARTNERS, PARENTS, GRANDPARENTS, CHILDREN, GRANDCHILDREN, SIBLINGS, OR BUSINESS ENTITIES (RELATED PARTIES). A CONFLICTED PARTY MUST DISCLOSE THE MATERIAL FACTS OF THE TRANSACTION AND HIS/HER INTEREST IN SAID TRANSACTION TO THE FULL BOARD/STAFF PRIOR TO ANY DISCUSSION, AND SHALL NOT VOTE ON OR BE PRESENT FOR THE DISCUSSION OF AN ISSUE GIVING RISE TO ANY POTENTIAL CONFLICT. POTENTIAL CONFLICTS OF INTEREST ARE DOCUMENTED IN BOARD MINUTES AND DISCUSSED WITH LEGAL COUNSEL IF NECESSARY. IN ACCORDANCE WITH MONTANA LAW, A TRANSACTION WITH A CONFLICTED PARTY MAY ONLY BE AUTHORIZED, APPROVED, OR RATIFIED IF THE TRANSACTION RECEIVED THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DIRECTORS WHO HAVE NO DIRECT OR IN-DIRECT INTEREST IN THE TRANSACTION. EACH DIRECTOR AND EMPLOYEE SIGNS A STATEMENT, WHICH AFFIRMS HE/SHE HAS RECEIVED, READ, UNDERSTANDS, AND AGREES TO COMPLY IN ALL RESPECTS WITH MLR'S CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARIES OF ALL MLR EMPLOYEES ARE DETERMINED BY THE BOARD OF DIRECTORS, AFTER CONSIDERATION OF ANY RECOMMENDATIONS RECEIVED FROM THE MANAGEMENT TEAM AND THE BOARD'S COMPENSATION AND EVALUATION COMMITTEE AND ARE BASED UPON THEIR REVIEW OF SALARY/BENEFIT SURVEYS CONDUCTED ON OTHER CONSERVATION ORGANIZATIONS ACROSS THE COUNTRY. THESE SURVEYS ARE CONDUCTED ANNUALLY BY THE LAND TRUST ALLIANCE AND BY TREC (A NATIONALLY KNOWN SURVEY ORGANIZATION). MLR STAFF MAY ALSO BE GIVEN COST-OF-LIVING INCREASES THAT TAKE INTO CONSIDERATION THE SOCIAL SECURITY ADMINISTRATION'S COST-OF-LIVING CALCULATIONS. THE COMPENSATION AND EVALUATION COMMITTEE HAS THE AUTHORITY TO REVISE PROPOSED SALARY PACKAGES IF THEY DETERMINE THAT IS NECESSARY/WARRANTED. THE ANNUAL SALARY PACKAGES (ALONG WITH RECOMMENDATIONS FROM THE COMPENSATION AND EVALUATION COMMITTEE) ARE PRESENTED TO AND DISCUSSED WITH THE FULL BOARD OF DIRECTORS FOR FINAL APPROVAL ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | MLR PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS TO THE GENERAL PUBLIC UPON REQUEST AT NO COST. |
| FORM 990, PART XII, LINE 2C | MLR'S BOARD OF DIRECTORS AND MANAGEMENT OVERSEE AND REVIEW THE FINANCIAL STATEMENT AUDIT EACH YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RUBY HABITAT FOUNDATION | ||||||||||
| PO BOX 638 | SHERIDAN | MT | 59749 | 450487621 | SUPPORT ORGANIZATION | MT | 501(C)(3) | LINE 1 | THE MONTANA LAND RELIANCE | 0 |
| MONTANA LAND RELIANCE FOUNDATION | ||||||||||
| PO BOX 355 | HELENA | MT | 59624 | 271125289 | SUPPORT ORGANIZATION | MT | 501(C)(3) | LINE 1 | THE MONTANA LAND RELIANCE | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MONTANA LAND RELIANCE FOUNDATION | ||
| B | $165,985 | CASH |
| MONTANA LAND RELIANCE FOUNDATION | ||
| C | $464,390 | CASH |
| MONTANA LAND RELIANCE FOUNDATION | ||
| L | $36,000 | CASH (SERVICES AGREEMENT) |
| MONTANA LAND RELIANCE FOUNDATION | ||
| Q | $1,710 | CASH |
| RUBY HABITAT FOUNDATION | ||
| L | $6,000 | CASH (SERVICES AGREEMENT) |
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