2022-11-14T12:37:24-06:00 2021-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2021-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 PAULA JACQUES TREASURER 4064420490 2022-10-28 1 PAULA JACQUES 999009999 CINDY A UTTERBACK CPA P00102080 4064421040 2022-10-28 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAULA JACQUES PO BOX 892 HELENA MT 59624 3507274 0 X WWW.PRICKLYPEARLT.ORG X 1996 MT TO INSPIRE CONNECTIONS TO THE LANDSCAPES, WATER, WILDLIFE, RECREATION AND AGRICULTURAL HERITAGE OF WEST-CENTRAL MONTANA THROUGH CONSERVATION, NOW AND FOR FUTURE GENERATIONS. 15 15 17 469 0 0 3413096 3248730 29828 42774 34453 31015 52838 64173 3530215 3386692 0 0 0 0 501077 601710 0 0 96210 1969268 1911411 2470345 2513121 1059870 873571 6639040 7481492 1447767 1379369 5191273 6102123 TO INSPIRE CONNECTIONS TO THE LANDSCAPES, WATER, WILDLIFE, RECREATION AND AGRICULTURAL HERITAGE OF WEST-CENTRAL MONTANA THROUGH CONSERVATION, NOW AND FOR FUTURE GENERATIONS. 0 0 1938588 8864 CONSERVATION LAND AND EASEMENT ACQUISTION & MONITORING - PLANNING & ACQUISITION OF EASEMENTS TO PERMANENTLY PROTECT CONSERVATION VALUES OF SPECIFIC LAND PARCELS. IT INCLUDES PPLT'S PROGRAM TO WORK WITH PRIVATE LANDOWNERS WHO WISH TO PRESERVE THE OPEN SPACE VALUES OF THEIR LAND THROUGH APPLYING CONSERVATION EASEMENTS. DURING 2021, PPLT WORKED TO DEVELOP LAND PREVIOUSLY ACQUIRED THROUGH ITS PEAKS TO CREEKS INITIATIVE, INCLUDING PLANNING FOR RESTORATION AND DEVELOPMENT OF SEVEN MILE AND TEN MILE CREEK PARCELS. PPLT CONTINUED MONITORING ITS 21 EASEMENTS ENCOMPASSING 11,376 ACRES. 210006 3058 MONTANA ASSOCIATION OF LAND TRUSTS IS A PROGRAM SPONSORED BY PPLT IN CONJUNCTION WITH OTHER MONTANA LAND TRUSTS TO SUPPORT LAND CONSERVATION ACTIVITY IN MONTANA AND EDUCATE THE PUBLIC IN THESE EFFORTS. MALT ACTIVITY INCLUDED ADVOCACY FOR MONTANA LAND TRUSTS AND EDUCATIONAL CONFERENCES. 94912 42774 TRAILS PROGRAM - PLAN DEVELOPMENT, CONSTRUCTION & MAINTENANCE, CONDUCTED WITH ASSISTANCE OF APPROXIMATELY 454 VOLUNTEERS DONATING 1,272 SERVICE HOURS. PROGRAM REVENUE IS DERIVED FROM A CONTRACT WITH THE CITY OF HELENA FOR TRAIL DEVELOPMENT & MAINTENANCE. 2243506 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 X THE ORGANIZATION 4064420490 PO BOX 892 HELENA MT 59624 DAWN NORTH DIRECTOR 1.00 X 0 0 0 DENNIS MILBURN DIRECTOR 1.00 X 0 0 0 ERIN WOODROW DIRECTOR 1.00 X 0 0 0 JIM UTTERBACK DIRECTOR 1.00 X 0 0 0 JOHN BEAVER PRESIDENT 8.00 X X 0 0 0 JOHN TIETZ VICE PRESIDENT 2.00 X X 0 0 0 PAULA JACQUES TREASURER 4.00 X X 0 0 0 SARAH JAEGER DIRECTOR 1.00 X 0 0 0 TYRELL HIBBARD DIRECTOR 1.00 X 0 0 0 JEANNIE ETCHART DIRECTOR 1.00 X 0 0 0 ED SANTOS DIRECTOR 1.00 X 0 0 0 ELIZA FRAZER SECRETARY 4.00 X X 0 0 0 JOHN DORAN DIRECTOR 1.00 X 0 0 0 BILL SHROPSHIRE DIRECTOR 1.00 X 0 0 0 PAM BUCY DIRECTOR 1.00 X 0 0 0 MARY HOLLOW EXECUTIVE DIRECTOR 40.00 X 122000 0 7953 122000 0 7953 1 0 0 0 0 7269 210512 157053 882228 1991668 608000 3248730 TRAILS CONTRACT 811000 42774 42774 42774 26387 26387 5750 0 5750 5750 5750 100000 95372 4628 4628 4628 69200 157053 24906 44294 44294 8261 304 7957 7957 MISCELLANEOUS 900099 3114 3114 MISC-MALT 541900 3058 3058 6172 3386692 54696 0 83266 128753 90127 25751 12875 381613 324250 32520 24843 4260 3742 269 249 41207 34008 4282 2917 45877 37318 5185 3374 97596 23424 56279 17893 49758 11800 13796 24162 11932 4685 6767 480 5657 3191 2279 187 17183 14090 1718 1375 LAND & EASEMENT ACQUISI 1396451 1396451 PROGRAM COSTS 271210 271210 MISCELLANEOUS 54356 21942 24559 7855 PROPERTY TAXES & TITLEF 7268 7268 2513121 2243506 173405 96210 1109804 1043849 109444 280697 1812 1600 1058 754 684060 53356 644736 630704 2250433 3002135 2521753 2521753 6639040 7481492 95776 65407 1351991 1313962 1447767 1379369 X 5095192 5691195 96081 410928 5191273 6102123 6639040 7481492 X 873571 37278 1 X X 0 1 X 1 0 X 984286 1062734 3043499 3482692 3248730 11821941 984286 1062734 3043499 3482692 3248730 11821941 11821941 24405 12584 14619 12351 26387 90346 42340 2353 2324 31425 6172 84614 11996901 590855 0.98540 0.98900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS/OTHER - 2017 AMOUNT: $ 13,340. 2018 AMOUNT: $ 2,353. 2019 AMOUNT: $ 2,324. 2020 AMOUNT: $ 1,753. 2021 AMOUNT: $ 6,172. INSURANCE PROCEEDS - 2017 AMOUNT: $ 29,000. 2020 AMOUNT: $ 29,672. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 7223 7223 2409688 2416911 270846 67712 0 0 150619 275554 271655 270846 968674 1453011 10319 7223 17542 37655 68889 67914 67712 242170 363255 2684 2684 X X X 21 11376.00 1 0 1 1 257.00 11351 0 0 409036 611040 40209 1060285 470464 32000 36522 129950 409036 405126 75290 5573 4379 470464 127311 307836 -23379 5081 1561 405126 112754 11942 7592 3727 1250 127311 1.00000 0 0 650000 24375 625625 22522 17443 5079 11538 11538 0 630704 CONSERVATION LAND HELD FOR RESALE 2521753 2521753 3178755 37278 10001 25210 72489 3106266 280426 280426 3386692 2338326 10001 25210 35211 2303115 210006 210006 2513121 PART II, LINE 5: EASEMENTS ARE MONITORED ANNUALLY. COSTS OF THIS EFFORT ARE FUNDED THROUGH PPLT'S STEWARDSHIP POLICY, REQUIRING CONSERVATION EASEMENT DONORS TO CONTRIBUTE TO PPLT'S STEWARDSHIP FUND TO SUPPORT FUTURE MONITORING AND ENFORCEMENT. PPLT ALSO PARTICATES IN AN INSURANCE PROGRAM SPONSORED BY THE LAND TRUST ALLIANCE TO ENABLE ITSELF TO RESPOND TO CHALLENGES BROUGHT AGAINST IT. PPLT MAINTAINS AN ADDITIONAL ACCOUNT WITH FUNDS RESERVED FOR THIS PURPOSE. THE 2021 BALANCE WAS $90,922. PART II, LINE 9: CONTRIBUTED EASEMENTS ARE REPORTED AT FAIR VALUE BASED ON A QUALIFIED APPRAISAL, LESS ANY CASH SETTLEMENT, WITH AN EQUIVALENT EXPENSE RECORDED. PURCHASED EASEMENTS ARE REPORTED AT FAIR VALUE INCLUDING ANY CONTRIBUTION ELEMENT, WITH AN EQUIVALENT EXPENSE RECORDED. PART V, LINE 4: THE PURPOSE OF THE BOARD-DESIGNATED ENDOWMENT IS TO ACCUMULATE FUNDS TO SUPPORT THE LONG-TERM ABILITY OF THE ORGANIZATION TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED FROM EVENT PROCEEDS 24,906. COGS NETTED FROM SALES 304. PART XI, LINE 4B - OTHER ADJUSTMENTS: MALT REVENUE NOT CONSOLIDATED FOR GAAP FINANCIAL STATEMENTS 280,426. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED WITH EVENT PROCEEDS 24,906. COST OF GOODS SOLD NETTED TO REVENUE 304. PART XII, LINE 4B - OTHER ADJUSTMENTS: MALT EXPENSES NOT CONSOLIDATED FOR GAAP FINANCIAL STATEMENTS 210,006. DON'T FENCE ME IN TRAIL RUN 61573 40263 21310 2500 7594 HARVEST MOON 164680 116790 47890 34 12176 2602 226253 157053 69200 34 14676 10196 24906 44294 X 1 608000 APPRAISAL 0 0 0 PART I, LINE 33: IN 2021 THE PPLT ACQUIRED AN EASEMENT OF 1,023.49 ACRES ON A RANCH LOCATED SOUTH OF TOWNSEND, MONTANA. THE EASEMENT PRESERVES AGRICULTURAL LANDS AND WILDLIFE HABITAT INCLUDING 1.6 MILES OF MISSOURI RIVER FRONTAGE. THE EASEMENT HAD AN APPRAISED VALUE OF $1,228,000 OF WHICH $608,000 WAS CONTRIBUTED BY THE LANDOWNER AND THE BALANCE OF $620,000 FUNDED BY A FEDERAL GRANT. FORM 990, PART VI, SECTION A, LINE 6 THE BYLAWS PROVIDE FOR MEMBERSHIP IN THE ORGANIZATION IN CLASSES OR OTHER ARRANGEMENT SPECIFIED BY THE GOVERNING BODY, BUT DO NOT CREATE A MEMBERSHIP ORGANIZATION UNDER MONTANA LAW. THE BYLAWS PROVIDE FOR AN ANNUAL INFORMATIONAL MEMBERSHIP MEETING AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES PERFORM INITIAL REVIEW AND PROPOSE RECOMMENDATIONS TO THE BOARD OF DIRECTORS, WHICH HAS DECISION-MAKING AUTHORITY FOR THE ORGANIZATION. THIS PROCESS IS DOCUMENTED IN MINUTES OF THE ORGANIZATION ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY. BOARD MEMBERS RECEIVE TRAINING IN THIS AND OTHER POLICIES AND CONFLICTS ARE DISCLOSED IF THEY ARISE. BOARD MEMBERS ARE REMINDED TO ABSTAIN FROM VOTING ON MATTERS IN WHICH A CONFLICT EXISTS. POTENTIAL CONFLICTS IDENTIFIED ARE EVALUATED TO DETERMINE WHETHER A CONFLICT EXISTS UNDER THE ADOPTED POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD PERIODICALLY REVIEWS SALARY SURVEY INFORMATION OBTAINED FROM SIMILAR SMALL LAND TRUSTS AND OTHER SOURCES AS PART OF THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY & AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ROUNDING 1. PART XII FINANCIAL STATEMENTS AND REPORTING; LINE 2C; THERE HAVE BEEN NO CHANGES TO THE AUDIT COMMITTEE'S OVERSIGHT OR SELECTION PROCESS.