MONTANA LAND RELIANCE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA LAND RELIANCE (EIN 81-0369262)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349308503
- Schema version
- 2021v4.2
- 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 | 2022-11-14T12:11:13-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBBIE OUELLETTE | PreparerPersonNm |
| PTIN | P00174388 | PTIN |
| Phone | 4064944754 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $22,780,461 | 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 | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,434,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,785,610 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $84,642 | PYInvestmentIncomeAmt |
| CY Investment Income | $151,818 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,311 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,515,997 | PYTotalRevenueAmt |
| CY Total Revenue | $21,937,428 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $473,375 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $324,853 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,329,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,395,260 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $136,363 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,518,513 | PYOtherExpensesAmt |
| CY Other Expenses | $14,476,953 | CYOtherExpensesAmt |
| PY Total Expenses | $6,321,148 | PYTotalExpensesAmt |
| CY Total Expenses | $16,197,066 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,194,849 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,740,362 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,429,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,853,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $124,838 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,837 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,304,298 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,719,673 | 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 | $14,401,782 | ExpenseAmt |
| Desc | LAND PROJECTS: MLR WORKED WITH NUMEROUS LANDOWNERS IN 2021 TO PERMANENTLY PROTECT THEIR PRIVATE LANDS FOR CONTINUED AGRICULTURAL PRODUCTION, OPEN SPACE, AND NATURAL HABITAT. SIXTEEN LANDOWNERS DONATED OR SOLD CONSERVATION EASEMENTS TO MLR THAT PROTECTED APPROXIMATELY 48,952 ACRES, INCLUDING ADDITIONAL ACREAGE IN THE GREATER YELLOWSTONE AND NORTHERN CONTINENTAL DIVIDE ECOSYSTEMS BORDERING YELLOWSTONE AND GLACIER NATIONAL PARKS. OVER 25 MILES OF RIVER/STREAM FRONTAGE ON SOME OF MONTANA'S BLUE RIBBON TROUT FISHERIES WERE PROTECTED IN PERPETUITY. MLR HAS PROTECTED A TOTAL OF 1,220,084 ACRES OF AGRICULTURAL/RECREATIONAL LANDS IN MONTANA. THAT ACREAGE INCLUDES 328,207 ACRES IN THE GREATER YELLOWSTONE ECOSYSTEM; 20,822 ACRES IN THE NORTHERN CONTINENTAL DIVIDE ECOSYSTEM; 209,665 ACRES OF CROP/HAY/PASTURE LANDS; 1,010,419 ACRES OF RANGE AND FOREST LANDS; 611,369 ACRES OF ELK HABITAT; AND OVER 46,742 ACRES OF WETLANDS. OVER 1,900 MILES OF STREAM FRONTAGE HAVE BEEN PROTECTED BY EASEMENTS HELD BY MLR TO DATE. SPECIFIC EXPENDITURES RELATED TO LAND PROJECTS: TOTAL EXPENDITURES WERE $14,308,825 IN 2021. THESE EXPENDITURES RELATED TO POTENTIAL LAND PROJECTS, COMPLETED CONSERVATION EASEMENTS (DONATED), AND PURCHASED CONSERVATION EASEMENTS. GENERAL LAND PROJECT PLANNING AND EASEMENT DISCUSSIONS AMOUNTED TO $234,273; COMPLETED EASEMENT PROJECTS AND NEW LAND PROJECTS BEING NEGOTIATED EXPENDITURES WERE $110,264; NON-COLLECTIBLE PROJECT ACCOUNTS TOTALED $35,088; AND PURCHASED EASEMENTS AMOUNTED TO THE REMAINING $14,022,157 (KEY O RANCH - $3,777,000; SAUERBIER I - $3,901,000; SAUERBIER II - $800,000; FAUTH - $1,764,660; NORTHGATE 444 - $573,345; MURDOCK - $553,000; SODA CREEK - $1,312,500; GRUEL - $1,320,000; HALL - $20,652). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $653,308 | ExpenseAmt |
| Grant | $324,853 | GrantAmt |
| Desc | STEWARDSHIP AND MONITORING: MLR STEWARDSHIP STAFF (CONSISTING OF 1 LANDS MANAGER; 1 GIS COORDINATOR/LAND STEWARD; 1 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 AND CONTACTS 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 THE 938 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 324,853 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 THE 938 CONSERVATION EASEMENTS HELD BY MLR AMOUNTED TO $653,308, INCLUDING $324,853 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 $45,149. THE REMAINING $283,306 COVERED THE COSTS OF THE LANDS MANAGER, LAND STEWARD/GIS COORDINATOR, STEWARDSHIP COORDINATOR, AND 19 PART-TIME LAND STEWARDS (SALARIES/BENEFITS - $201,209; FEES FOR SERVICES - $8,701; OFFICE EXPENSES - $6,945; INFORMATION TECHNOLOGY - $10,974; OCCUPANCY - $8,113; TRAVEL/PER DIEM - $46,587; AND CONFERENCE/CONVENTIONS - $777). 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 | $444,351 | 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 $444,351 IN 2021. THOSE EXPENDITURES INCLUDED GENERAL OUTREACH ACTIVITIES TO LANDOWNERS, ATTORNEYS, ACCOUNTANTS, GOVERNMENT AGENCIES, ETC. - $364,193; PUBLICATION MATERIALS (BROCHURES, ANNUAL REPORT, NEWSLETTERS, ETC.) - $32,006; AND MEMBERSHIP AND OUTREACH TO STATE, REGIONAL, AND NATIONAL LAND CONSERVATION/AGRICULTURAL ORGANIZATION, ETC., - $48,152 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,499,441 | 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 | Yes (1) | 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 | 7 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 (17 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 |
| RICK BERG | |||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PHIL ROSTAD | |||||||
| SECRETARY-TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JERRY TOWNSEND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN BJERGO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY TURECK | |||||||
| 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 | ||
| SHANE COLTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN WILSON | |||||||
| DIRECTOR | 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 | ||
| KIRSTEN FELDMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOIS DELGER-DEMARS | |||||||
| MANAGING DIRECTOR | 40.00 | 2.00 | Yes (X) | $128,999 | $0 | $5,400 | |
| KENDALL VAN DYK | |||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | $99,212 | $0 | $5,400 | ||
| JORDAN VANA | |||||||
| MANAGING DIRECTOR | 40.00 | Yes (X) | $84,788 | $0 | $5,397 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $312,999 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,197 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $461,063 | RelatedOrganizationsAmt |
| Government Grants | $13,702,528 | GovernmentGrantsAmt |
| All Other Contributions | $7,622,019 | AllOtherContributionsAmt |
| Noncash Contributions | $1,923,607 | NoncashContributionsAmt |
| Total Contributions | $21,785,610 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,070 | TotalRevenueColumnAmt |
| Exclusion | $154,070 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $840,781 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $843,033 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,252 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,252 | TotalRevenueColumnAmt |
| Exclusion | -$2,252 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,937,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $151,818 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,853 | TotalAmt |
| Program Services | $324,853 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,225 | TotalAmt |
| Program Services | $644,447 | ProgramServicesAmt |
| Management And General | $397,274 | ManagementAndGeneralAmt |
| Fundraising | $66,504 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,090 | TotalAmt |
| Program Services | $79,358 | ProgramServicesAmt |
| Management And General | $30,523 | ManagementAndGeneralAmt |
| Fundraising | $12,209 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,076 | TotalAmt |
| Program Services | $46,849 | ProgramServicesAmt |
| Management And General | $18,019 | ManagementAndGeneralAmt |
| Fundraising | $7,208 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,869 | TotalAmt |
| Program Services | $60,365 | ProgramServicesAmt |
| Management And General | $23,217 | ManagementAndGeneralAmt |
| Fundraising | $9,287 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,503 | TotalAmt |
| Program Services | $24,503 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,837 | TotalAmt |
| Management And General | $17,837 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,652 | TotalAmt |
| Program Services | $49,662 | ProgramServicesAmt |
| Management And General | $2,166 | ManagementAndGeneralAmt |
| Fundraising | $2,824 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,807 | TotalAmt |
| Program Services | $30,937 | ProgramServicesAmt |
| Management And General | $4,587 | ManagementAndGeneralAmt |
| Fundraising | $283 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,231 | TotalAmt |
| Program Services | $23,380 | ProgramServicesAmt |
| Management And General | $10,558 | ManagementAndGeneralAmt |
| Fundraising | $12,293 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,588 | TotalAmt |
| Program Services | $25,570 | ProgramServicesAmt |
| Management And General | $3,409 | ManagementAndGeneralAmt |
| Fundraising | $4,609 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,039 | TotalAmt |
| Program Services | $55,814 | ProgramServicesAmt |
| Management And General | $10,605 | ManagementAndGeneralAmt |
| Fundraising | $5,620 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,378 | TotalAmt |
| Program Services | $64,087 | ProgramServicesAmt |
| Management And General | $14,902 | ManagementAndGeneralAmt |
| Fundraising | $10,389 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,902 | TotalAmt |
| Program Services | $2,330 | ProgramServicesAmt |
| Management And General | $20,102 | ManagementAndGeneralAmt |
| Fundraising | $1,470 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,344 | TotalAmt |
| Program Services | $31,288 | ProgramServicesAmt |
| Management And General | $499 | ManagementAndGeneralAmt |
| Fundraising | $557 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,884 | TotalAmt |
| Program Services | $12,275 | ProgramServicesAmt |
| Management And General | $4,721 | ManagementAndGeneralAmt |
| Fundraising | $1,888 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,631 | TotalAmt |
| Program Services | $1,566 | ProgramServicesAmt |
| Management And General | $2,843 | ManagementAndGeneralAmt |
| Fundraising | $1,222 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACQUISITION RIGHTS | Desc |
| Total | $14,022,157 | TotalAmt |
| Program Services | $14,022,157 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,197,066 | TotalAmt |
| Program Services | $15,499,441 | ProgramServicesAmt |
| Management And General | $561,262 | ManagementAndGeneralAmt |
| Fundraising | $136,363 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,833 | BOYAmt |
| EOY | $1,025,064 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,930,544 | BOYAmt |
| EOY | $240,011 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,168 | BOYAmt |
| EOY | $386,882 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458 | BOYAmt |
| EOY | $170 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $304,698 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,006 | BOYAmt |
| EOY | $180,358 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,455,201 | BOYAmt |
| EOY | $10,163,013 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926 | BOYAmt |
| EOY | $1,854,024 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,429,136 | BOYAmt |
| EOY | $13,853,510 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,838 | BOYAmt |
| EOY | $133,837 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,838 | BOYAmt |
| EOY | $133,837 | 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 | $6,072,600 | BOYAmt |
| EOY | $9,162,316 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,231,698 | BOYAmt |
| EOY | $4,557,357 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,304,298 | BOYAmt |
| EOY | $13,719,673 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,429,136 | BOYAmt |
| EOY | $13,853,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,740,362 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$324,987 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| 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 | $3,285,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,460,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,338,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,087,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,785,610 | CurrentTaxYearAmt |
| Total | $39,957,395 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,285,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,460,384 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,338,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,087,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,785,610 | CurrentTaxYearAmt |
| Total | $39,957,395 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $39,957,395 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,434 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,889 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $151,818 | CurrentTaxYearAmt |
| Total | $402,211 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$66,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$18,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$17,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$40,044 | CurrentTaxYearMinus1YearAmt |
| Total | -$141,980 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,217,626 | TotalSupportAmt |
| Public Support CY170 | 0.99350 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95920 | 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
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,197,066 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,197,066 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $959,853 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $239,963 | 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 | $356,480 | CurrentYearMinus3Amt |
| Current Year Minus2 | $632,036 | CurrentYearMinus2Amt |
| Current Year Minus1 | $466,058 | CurrentYearMinus1Amt |
| Current Year | $959,853 | CurrentYearAmt |
| Total | $2,414,427 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,621,641 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $89,120 | CurrentYearMinus3Amt |
| Current Year Minus2 | $158,009 | CurrentYearMinus2Amt |
| Current Year Minus1 | $116,515 | CurrentYearMinus1Amt |
| Current Year | $239,963 | CurrentYearAmt |
| Total | $603,607 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $905,411 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 938 | TotalEasementsCnt |
| Total Acreage | 1220084.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 13 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 7543.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $328,263 | 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 | $0 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| 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 |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,583 | DepreciationAmt |
| Book Value | $6,417 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $289,698 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,757 | DepreciationAmt |
| Book Value | $173,941 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $180,358 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LAND HELD FOR SALE | $1,853,083 |
| CONSERVATION EASEMENTS | $938 |
| OTHER ASSETS | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,854,024 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $21,914,230 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$23,198 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$23,198 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,937,428 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,937,428 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,197,066 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,197,066 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,197,066 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | OF THE TOTAL 938 CONSERVATION EASEMENTS HELD BY MLR AT THE END OF 2021, THIRTEEN (13) EASEMENT DOCUMENTS WERE MODIFIED (1.4%). THE THIRTEEN (13) MODIFICATIONS CONSISTED OF SIX (6) AMENDMENTS THAT EITHER REMOVED EXISTING RESERVED RIGHTS OF THE GRANTOR, THEREBY INCREASING THE CONSERVATION VALUES PROTECTED BY THE EASEMENT, OR ADDED ACREAGE TO THE CONSERVATION EASEMENT. FOUR CORRECTIONS WERE FILED TO CORRECT SCRIVENER'S ERRORS IN LEGAL DESCRIPTIONS AND OTHER ERRORS FRUSTRATING THE PARTIES ORIGINAL INTENTIONS WHEN FIRST EXECUTING THE CONSERVATION EASEMENT. TWO (2) CONSOLIDATIONS WERE RECORDED TO COMBINE ADJOINING CONSERVED LANDS, UNDER SEPARATE CONSERVATION EASEMENTS HELD BY MLR, INTO ONE COHESIVE CONSERVATION EASEMENT DOCUMENT, AND TO FURTHER RESTRICT DEVELOPMENT AND (IN ONE CASE) TO ADD IN ACREAGE TO THE PROTECTED PROPERTY. ONE (1) CONSERVATION EASEMENT WAS RESTATED TO UPDATE A LEGAL DESCRIPTION, FURTHER RESTRICT DEVELOPMENT ON THE PROPERTY, AND TO DOCUMENT THE EXERCISE OF A RESERVED RIGHT. ALL THIRTEEN (13) OF THE EASEMENT MODIFICATIONS SECURED THE LANDOWNER'S RATIFICATION OF THE CONSERVATION VALUES, PURPOSES, AND TERMS AND CONDITIONS OF THE 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. ARTHUN (DAVID) AMENDMENT THIS 4,421-ACRE PROPERTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED ON OCTOBER 27, 2017 AS INSTRUMENT FILE NO. 371757 RECORDS OF CARBON COUNTY, MONTANA. SINCE THAT TIME, THE LANDOWNER ACQUIRED AN ADJOINING 204 ACRES THAT HE REQUESTED BE INCORPORATED INTO HIS EXISTING EASEMENT AND MAINTAINED AS UNDEVELOPED OPEN SPACE IN PERPETUITY. THE GRANT DEED OF CONSERVATION EASEMENT ON ADDITIONAL LANDS AND RATIFICATION OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON NOVEMBER 17, 2021 AS DOC. NO. 389509, RECORDS OF CARBON COUNTY, MONTANA. BITTERROOT SPRINGS RANCH CORRECTION A DEED OF CONSERVATION EASEMENT WAS ORIGINALLY GRANTED TO THE NATURE CONSERVANCY ON PROPERTY IN RAVALLI COUNTY, RECORDED ON JANUARY 12, 1981, IN BOOK 157, AT PAGE 950, OFFICIAL RECORDS OF RAVALLI COUNTY. THAT EASEMENT WAS LATER ASSIGNED TO THE MONTANA LAND RELIANCE, RECORDED IN RAVALLI COUNTY ON OCTOBER 20, 1992. THAT ORIGINAL EASEMENT WAS SUBSEQUENTLY CONSOLIDATED WITH ADJOINING CONSERVED LAND OWNED BY THE LANDOWNER INTO A RESTATEMENT OF DEEDS OF CONSERVATION EASEMENT, RECORDED IN RAVALLI COUNTY AS DOC. NO. 660863 ON NOVEMBER 21, 2012. THE RESTATEMENT OF DEEDS OF CONSERVATION EASEMENT SPECIFIED CERTAIN TRANSFERABLE PARCELS BY REFERENCE TO AN OUTDATED CERTIFICATE OF SURVEY, WHICH INADVERTENTLY FRUSTRATED THE PARTIES' INTENT BY ERRONEOUSLY REQUIRING A SEPARATE APPROXIMATELY 0.13 ACRE PORTION OF THE CONSERVED PROPERTY TO TRANSFER TOGETHER WITH OTHER NON-CONTIGUOUS PROPERTY SUBJECT TO THE RESTATED CONSERVATION EASEMENT, AS PART OF THE LARGER REMAINDER TRACT, RATHER THAN THE CONTIGUOUS PROPERTY WITH WHICH IT WAS INTENDED TO BE HELD IN COMMON OWNERSHIP. THE 2021 CORRECTION CORRECTED THIS ERROR BY REFERENCING AN ACCURATE CERTIFICATE OF SURVEY OF THE PROPERTY REFLECTING THE PROPERTY DIVISION INTENDED AT THE TIME OF EXECUTION OF THE RESTATEMENT. THE DOCUMENT ALSO DOCUMENTED THE LOCATION OF A BUILDING ENVELOPE USING A NEW SURVEY. THE CORRECTION OF RESTATEMENT OF DEEDS OF CONSERVATION EASEMENT (TRANSFERABLE PROPERTY DESCRIPTIONS) WAS RECORDED ON MARCH 1, 2021 AS DOC. NO. 765905, RECORDS OF RAVALLI COUNTY, MONTANA. BOYETTE AMENDMENT THIS 61-ACRE PROPERTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED ON DECEMBER 9, 1998, AS DOCUMENT NO. 234450, RECORDS OF BEAVERHEAD COUNTY, MONTANA, AS CORRECTED BY THAT CERTAIN CORRECTION TO DEED OF CONSERVATION EASEMENT RECORDED MARCH 5, 1999, AS DOCUMENT NO. 235271, RECORDS OF BEAVERHEAD COUNTY, MONTANA. SINCE THAT TIME, THE LANDOWNER ACQUIRED AN ADJOINING 14 ACRES THAT THEY REQUESTED BE INCORPORATED INTO THEIR EXISTING EASEMENT AND MAINTAINED AS UNDEVELOPED OPEN SPACE IN PERPETUITY. THE DOCUMENT ALSO ELIMINATES AMBIGUITIES AND DOCUMENTED THE LOCATION OF AN ALTERNATIVE BUILDING ENVELOPE USING MODERN MAPPING TECHNOLOGY. THE GRANT DEED OF CONSERVATION EASEMENT ON ADDITIONAL LANDS AND RATIFICATION OF DEED OF CONSERVATION EASEMENT WAS RECORDED MARCH 16, 2021, AS DOC. NO. 298410, BOOK 396, PAGE 2733-2743, RECORDS OF BEAVERHEAD COUNTY, MONTANA. CAMPBELL-FUQUA I AMENDMENT THIS 40-ACRE PARCEL WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED ON DECEMBER 26, 2002, IN BOOK 278, PAGE 17, RECORDS OF LINCOLN COUNTY, MONTANA. SINCE THAT TIME, THE LANDOWNERS ACQUIRED AN ADJOINING 25 ACRES THAT THEY REQUESTED BY INCORPORATED INTO THEIR EXISTING EASEMENT AND MAINTAINED AS UNDEVELOPED OPEN SPACE IN PERPETUITY. THE GRANT DEED OF CONSERVATION EASEMENT ON ADDITIONAL LANDS AND RATIFICATION OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON JULY 12, 2021, AS DOC NO. 294474, BOOK 390 AT PAGE 948, RECORDS OF LINCOLN COUNTY, MONTANA. CHASE CORRECTION THIS 160-ACRE PROPERTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED DECEMBER 28, 2006, AS DOCUMENT NO. 200636208030 IN THE RECORDS OF FLATHEAD COUNTY, MONTANA. AFTER THE DOCUMENT WAS RECORDED, THE GRANTOR AND MLR DISCOVERED AN INADVERTENT DRAFTING ERROR THAT FRUSTRATED THE LANDOWNER'S DOCUMENTED INTENT TO ALLOW FOR ROADS AND TRAILS TO BE CONSTRUCTED TO ACCESS PERMITTED STRUCTURES WITHIN AN ESTABLISHED DEVELOPMENT AREA. THE CORRECTION DEED ADDRESSED THE ERROR AND REQUIRED THAT ANY NEW ROADS BE SITED AND MAINTAINED SO AS TO MINIMIZE ADVERSE IMPACT TO CONSERVATION VALUES. THE CORRECTION OF DEED OF CONSERVATION EASEMENT WAS RECORDED MARCH 9, 2021, AS DOC. NO. 202100007877, RECORDS OF FLATHEAD COUNTY, MONTANA. CIRCLE 3 NOTICE AND AMENDMENT - THIS EASEMENT WAS ORIGINALLY RECORDED ON DECEMBER 18, 2013, AS DOC. NO. 280666 RECORDS OF BEAVERHEAD COUNTY, MONTANA, AS AMENDED AND RESTATED BY A RESTATEMENT OF DEED OF CONSERVATION EASEMENT AND GRANT DEED OF CONSERVATION EASEMENT ON ADDITIONAL LANDS, RECORDED DECEMBER 23, 2016, AS DOC. NO. 287294, RECORDS OF BEAVERHEAD COUNTY, MONTANA. THE ORIGINAL EASEMENT PROTECTED OVER 1,323 ACRES AND THE RESTATED EASEMENT INCLUDED AN ADDITIONAL 532 ACRES. ON AUGUST 18, 2021, A NOTICE OF EXERCISE OF RESERVED RIGHT AND AMENDMENT OF RESTATED DEED OF CONSERVATION EASEMENT WAS EXECUTED TO REFLECT THE EXERCISE OF A RESERVED RIGHT IN THE 2016 RESTATED EASEMENT TO CONSOLIDATE BUILDING ENVELOPES IN THE PUBLIC RECORD AND TO AMEND EXHIBIT F TO THE RESTATED EASEMENT TO ELIMINATE TWO PRIOR BUILDING ENVELOPES AND REFLECT THE LOCATION AND BOUNDARIES OF THE NEWLY CONSOLIDATED BUILDING ENVELOPE. THE CONSOLIDATION OF THE BUILDING ENVELOPES WILL CLUSTER FUTURE DEVELOPMENT OF THE PROPERTY AND THEREBY SERVE TO PROTECT THE CONSERVATION VALUES OF THE PROPERTY. THE NOTICE OF EXERCISE OF RESERVED RIGHT AND AMENDMENT OF RESTATED DEED OF CONSERVATION EASEMENT WAS RECORDED ON AUGUST 27, 2021, AS DOC. NO. 300128, RECORDS OF BEAVERHEAD COUNTY, MONTANA. COMBS II AMENDMENT THIS 1,550-ACRE PARCEL WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED NOVEMBER 13, 2007 AS DOCUMENT NO. 122989 RECORDS OF MADISON COUNTY, MONTANA. TWO LANDOWNERS SUBJECT TO THE EASEMENT OFFERED TO CONSERVE AN ADDITIONAL 4.4 ACRES OF ADJOINING PROPERTY (IN TWO NON-CONTIGUOUS RIVERFRONT PARCELS), AS WELL AS CONSTRUCT SMALLER CABINS IN EXCHANGE FOR THE RIGHT TO CONSTRUCT ONE LARGE RESIDENCE, WHICH REDUCED THE TOTAL ALLOTTED SQUARE FOOTAGE LIMIT OF RESIDENTIAL DWELLING UNITS ON THE PROPERTY. ALL LANDOWNERS OF THE CONSERVATION EASEMENT ALSO OFFERED TO AMEND THE EASEMENT LANGUAGE TO REQUIRE ALL UTILITIES TO BE BURIED TO FURTHER PROTECT THE CONSERVATION VALUES SOUGHT TO BE PROTECTED BY THE EASEMENT. THE DOCUMENT ALSO UPDATED AND DOCUMENTED THE LOCATION OF BUILDING ENVELOPES USING MODERN MAPPING TECHNOLOGY. THE GRANT DEED OF CONSERVATION EASEMENT ON ADDITIONAL LANDS AND RATIFICATION OF DEED OF CONSERVATION EASEMENT WAS RECORDED AS DOC. NO. 197497, RECORDS OF MADISON COUNTY, MONTANA. PFISTER AMENDMENT THIS 13,813-ACRE PROPERTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED ON SEPTEMBER 3, 1997 AS DOCUMENT NO. 1888977, RECORDS OF YELLOWSTONE COUNTY, MONTANA. A SUBSEQUENT LANDOWNER WISHED TO FURTHER PROTECT THE CONSERVATION VALUES SOUGHT TO BE PROTECTED BY THE CONSERVATION EASEMENT BY ELIMINATING THE ABILITY TO CONVERT ANY OF THE NATIVE RANGELAND ON THE PROPERTY BY FARMING, CULTIVATING, OR SODBUSTING. THE AMENDMENT AND RATIFICATION OF DEED OF CONSERVATION EASEMENT WAS RECORDED AS DOC. NO. 399289, RECORDS OF YELLOWSTONE COUNTY, MONTANA. DESCRIPTION CONTINUED IN SCHEDULE D - SUPPLEMENTAL INFORMATION. |
| PART II, LINE 5: | THE MONTANA LAND RELIANCE (MLR) HAS A MONITORING POLICY. THE MLR STEWARDSHIP STAFF (CONSISTING OF 1 LANDS MANAGER; 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 938 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 D, PART II, LINE 3 - CONTINUED | RAHR PROPERTY CONSOLIDATION THIS 2,352-ACRE PROPERTY WAS PROTECTED BY TWO DIFFERENT CONSERVATION EASEMENTS, THE FIRST EASEMENT TOTALING 2,260 ACRES RECORDED ON APRIL 14, 1993 AS IN BOOK F-37, PAGES 501-521, RECORDS OF MEAGHER COUNTY, MONTANA. AN ADDITIONAL 92 ACRES WAS PROTECTED ON JUNE 16, 1998, IN BOOK F-37, PAGES 501-521, RECORDS OF MEAGHER COUNTY, MONTANA. SUBSEQUENTLY, THE LANDOWNER OBTAINED AN ADDITIONAL 182 ACRES THEY WISHED TO PROTECT BY CONSERVATION EASEMENT. THE LANDOWNER AND MLR WORKED TO CONSOLIDATE THE THREE PROPERTIES VIA A CONSOLIDATED AND RESTATED CONSERVATION EASEMENT PROTECTING THE ADDITIONAL ACREAGE. THE DOCUMENT UPDATED AND DOCUMENTED THE LOCATION OF BUILDING ENVELOPES USING MODERN MAPPING TECHNOLOGY NOT AVAILABLE WHEN THE PRIOR TWO EASEMENTS WERE RECORDED. THE RESTATEMENT OF DEEDS OF CONSERVATION EASEMENT AND GRANT DEED OF CONSERVATION EASEMENT ON ADDITIONAL LANDS WAS RECORDED ON JANUARY 5, 2021 AS DOC. NO. 147085, RECORDS OF MEAGHER COUNTY, MONTANA. ROE I AND II CONSOLIDATION THIS 2,246-ACRE PROPERTY WAS PROTECTED BY TWO DEEDS OF CONSERVATION EASEMENT; THE FIRST PROTECTING 1,526 ACRES WAS RECORDED ON DECEMBER 20, 1999 AS DOC. NO. 148131, RECORDS OF POWELL COUNTY, MONTANA. A SUBSEQUENT 720 ACRES WERE PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED AS DOC. NO. 161446 ON DECEMBER 13, 2007 AMENDED AND RESTATED BY A RATIFICATION AND AMENDMENT OF DEED OF CONSERVATION EASEMENT RECORDED AS DOC. NO. 170591 ON DECEMBER 18, 2013, RECORDS OF POWELL COUNTY, MONTANA. THE LANDOWNER OF THE PROPERTY WISHED TO FURTHER PROTECT THE SCENIC AND OPEN SPACE VALUES OF THE PROTECTED PROPERTY BY REMOVING: 1) THE RIGHT TO REPLACE ONE EXISTING RESIDENCE WITH A FISHING LODGE AND UP TO FIVE SLEEPING CABINS; 2) THE RIGHT TO ALLOW COMMERCIAL HUNTING AND FISHING ON THE PROPERTY; AND 3) THE RIGHT TO ALLOW GUEST RANCHING ON THE PROPERTY. THE CONSOLIDATION AND RESTATEMENT OF DEEDS OF CONSERVATION EASEMENT WAS RECORDED AS DOC. NO. 181682 ON FEBRUARY 1, 2021, RECORDS OF POWELL COUNTY, MONTANA. SUMMERS CORRECTION THIS 2,261-ACRE PROPERTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED FEBRUARY 21, 2012 AS DOC. NO. 176665, RECORDS OF CARTER COUNTY, MONTANA. AFTER THE DOCUMENT WAS RECORDED, THE GRANTOR AND MLR DISCOVERED AN INADVERTENT DRAFTING ERROR IN THE LEGAL DESCRIPTION OF A CERTAIN PORTION OF THE PROTECTED PROPERTY INTENDED FOR FUTURE COUNTY GRAVEL EXTRACTION ACTIVITIES, WHICH AREA WAS ENCUMBERED BY THE CONSERVATION EASEMENT, BUT EXCLUDED FROM THE TAX-DEDUCTIBLE PORTION OF THE CONSERVATION EASEMENT. THE ORIGINAL EASEMENT HAD MISTAKENLY IDENTIFIED AN OLD GRAVEL REMOVAL AREA THAT WAS HISTORICALLY USED PRIOR TO THE RECORDING OF THE CONSERVATION EASEMENT, BUT WHICH HAD ALREADY BEEN REMEDIATED BY THAT TIME, RATHER THAN THE CORRECT SITE, FOR WHICH THE LANDOWNER HAD ALREADY RECEIVED A PERMIT FOR FUTURE GRAVEL REMOVAL. THE CORRECTION OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON NOVEMBER 24, 2011 AS DOC. NO. 1811606, RECORDS OF CARTER COUNTY, MONTANA. WILLIAMS (GERALD) I RESTATEMENT THIS 480-ACRE PROPERTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED DECEMBER 29, 1997, AS DOC. NO. 1904133, AS CORRECTED BY A CORRECTION TO DEED OF CONSERVATION EASEMENT RECORDED NOVEMBER 12, 2009, AS DOC. NO. 3530917, RECORDS OF YELLOWSTONE COUNTY, MONTANA. ON JULY 18, 2019, THE OWNERS OF THE LAND SUBJECT TO THE CONSERVATION EASEMENT MADE A FORMAL REQUEST TO AMEND THE DESCRIPTION OF TRANSFERABLE PARCELS PERMITTED TO BE HELD IN SEPARATE OWNERSHIP, FOR ESTATE AND GENERATIONAL-TRANSFER PLANNING PURPOSES AND TO REMOVE THE POTENTIAL FOR SPLIT OWNERSHIP OF CERTAIN IRRIGATED AGRICULTURAL LAND, WHICH WOULD HAVE NEGATIVELY IMPACTED THE PERPETUAL PROTECTION OF THE RURAL, AGRICULTURAL, AND NATURAL SCENIC VALUES. THE PROPOSAL ALSO INCLUDED REDUCTIONS IN THE SIZE OF PERMITTED BUILDING ENVELOPES, IMPLEMENTATION OF A NEW BUILDING ENVELOPE AROUND AN EXISTING RESIDENCE, AND THE ELIMINATION OF TWO ALTERNATIVE DEVELOPMENT SITES ORIGINALLY PERMITTED BY THE EASEMENT. MLR'S BOARD APPROVED THE REQUEST ON THE CONDITION THAT THE CHANGES TOOK THE FORM OF A RESTATED CONSERVATION EASEMENT THAT BROUGHT THE EASEMENT LANGUAGE, BUILDING ENVELOPE DESIGNATIONS, AND RESOURCE DOCUMENTATION UP TO MODERN STANDARDS. A RESTATEMENT OF DEED OF CONSERVATION EASEMENT WAS RECORDED ON APRIL 15, 2021, AS DOC. NO. 3968252, RECORDS OF YELLOWSTONE COUNTY, MONTANA. ARTHUN PLACE CORRECTION. THIS 988-ACRE PROPERTY IN STILLWATER COUNTY AND CARBON COUNTY WAS PROTECTED BY DEED OF CONSERVATION EASEMENT RECORDED DECEMBER 27, 1995, AS INSTRUMENT FILE NO. 275541, IN THE RECORDS OF CARBON COUNTY, MONTANA, AND RECORDED AS DOCUMENT NO. 279886 IN THE RECORDS OF STILLWATER COUNTY, MONTANA. THE CONSERVATION EASEMENT WAS AMENDED BY THE AMENDMENT TO DEED OF CONSERVATION EASEMENT RECORDED DECEMBER 23, 1999, RECORDS OF STILLWATER COUNTY, MONTANA, WHICH ADDED ACREAGE TO THE ORIGINAL EASEMENT PROPERTY. AFTER THE AMENDMENT WAS RECORDED, THE GRANTOR AND MLR DISCOVERED THAT THE AMENDMENT HAD INADVERTENTLY NOT BEEN RECORDED IN CARBON COUNTY, AND THAT A PORTION OF THE PROPERTY HAD NOT BEEN OWNED BY THE GRANTOR EXECUTING THE AMENDMENT AT THE TIME (BUT WAS NOW AGAIN UNDER UNIFIED OWNERSHIP). THE CORRECTION WAS RECORDED IN BOTH COUNTIES, AND CONTAINED A GRANT OF SUCH RIGHTS AND INTERESTS AS WERE NECESSARY TO CARRY OUT THE INTENT AND TERMS OF THE AMENDMENT, THEREBY RESOLVING ANY DOUBTS REGARDING THE LEGAL SUFFICIENCY OF THE AMENDMENT. THE CORRECTION OF AMENDMENT TO DEED OF CONSERVATION EASEMENT WAS RECORDED NOVEMBER 19, 2021, AS DOC. NO. 389556, RECORDS OF CARBON COUNTY, MONTANA, AND WAS RECORDED DECEMBER 1, 2021, AS DOCUMENT NO. 385215, RECORDS OF STILLWATER COUNTY, MONTANA. |
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 | $324,853 | 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 2021 MLR GRANTED $324,853 TO BE INVESTED INTO 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 | $461,063 | 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. CERTAIN 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 | $37,300 | ACCOUNTING SERVICES AND INSURANCE EXPENSE. THROUGH AN INTERCORPORATE SERVICES AGREEMENT, MLR STAFF MEMBERS PROVIDE ACCOUNTING SERVICES AND INSURANCE TO THE MLR FOUNDATION. CERTAIN 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 | $7,300 | 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 | $324,853 | 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. CERTAIN 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 | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,024 | 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 | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $16 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUED AT $1.00 EACH. | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | LAND HELD FOR RESALE | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,853,083 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL AND SUBSEQ | 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 (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MONTANA LAND RELIANCE FOUNDATION | ||
| B | $324,853 | CASH |
| MONTANA LAND RELIANCE FOUNDATION | ||
| C | $461,063 | CASH |
| MONTANA LAND RELIANCE FOUNDATION | ||
| L | $36,000 | CASH (SERVICES AGREEMENT) |
| MONTANA LAND RELIANCE FOUNDATION | ||
| Q | $1,300 | CASH |
| RUBY HABITAT FOUNDATION | ||
| L | $6,000 | CASH (SERVICES AGREEMENT) |
| RUBY HABITAT FOUNDATION | ||
| Q | $1,300 | CASH |
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