2021-11-12T11:36:24-06:00 2020-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2020-01-01 363479966 FLATHEAD LAND TRUST FLAT 4067528293 PO BOX 1913 KALISPELL MT 59903 BILL CORWIN PRESIDENT 4067528293 2021-11-10 1 BILL CORWIN 999009999 GREGORY PECK P00668992 4067553681 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BILL CORWIN PO BOX 1913 KALISPELL MT 59903 1863311 0 X WWW.FLATHEADLANDTRUST.ORG X 1985 MT FLATHEAD LAND TRUST IS DEDICATED TO THE CONSERVATION OF NORTHWEST MONTANA'S LAND AND WATER THROUGH VOLUNTARY AGREEMENTS WITH PRIVATE LANDOWNERS. 10 10 3 15 0 0 323339 1803672 3000 43628 16946 9221 20790 2625 364075 1859146 0 0 0 0 155492 162553 0 0 26982 190649 1547665 346141 1710218 17934 148928 513983 706822 12316 19219 501667 687603 X FLATHEAD LAND TRUST IS DEDICATED TO THE CONSERVATION OF NORTHWEST MONTANA'S LAND AND WATER LEGACY THROUGH VOLUNTARY AGREEMENTS WITH PRIVATE LAND OWNERS. FLT'S PRIMARY PROGRAM SERVICE IS PRIVATE LAND CONSERVATION THROUGH VOLUNTARY AGREEMENTS WITH LANDOWNERS (CONSERVATION EASEMENTS); WITHIN THAT PROGRAM SERVICE FLT DEVELOPS, NEGOTIATES, AND ACCEPTS DONATED CONSERVATION EASEMENTS. IN ADDITION WITH BOTH PRIVATE AND FEDERAL FUNDS, FLT PURCHASES CONSERVATION EASEMENTS. 0 0 1621766 43628 CONSERVATION:1. IN APRIL, FLATHEAD LAND TRUST COMPLETED A 26-ACRE CONSERVATION EASEMENT ON WILEY'S SLOUGH IN THE LOWER VALLEY WHICH WAS DONATED BY DEAN ROBBINS. THE AGRICULTURAL PROPERTY CONTAINS 982 FEET OF SHORELINE ALONG WILEYS SLOUGH AND IS ADJACENT TO AND CONTIGUOUS WITH 1,235 ACRES OF PRIVATE LAND ALREADY CONSERVED AT WILEYS SLOUGH. 2. IN MAY, FLATHEAD LAND TRUST COMPLETED THE FLATHEAD RIVER CONSERVATION PROJECT WHICH WE HAD BEEN WORKING ON FOR THE PAST TWO YEARS. THIS PURCHASED EASEMENT PERMANENTLY PROTECTS 155.4 ACRES OF AGRICULTURAL OPEN SPACE IN THE HEART OF OUR VALLEY AND WATER QUALITY OF THE FLATHEAD RIVER AND FLATHEAD LAKE.3. IN SEPTEMBER, FLATHEAD LAND TRUST COMPLETED A 37 ACRE CONSERVATION EASEMENT ALONG GOODRICH BAYOU, A BACKCHANNEL OF THE FLATHEAD RIVER, WHICH WAS DONATED BY CHRYSTA BOURNE. THE BAYOU PROVIDES HABITAT FOR GEESE AND OTHER WATERFOWL, TROUT, HERONS, RIVER OTTERS, BEAVERS AND OTHER CRITTERS.4. IN NOVEMBER, FLATHEAD LAND TRUST COMPLETED A 50.2 ACRE CONSERVATION EASEMENT DONATED BY BECKY HUGHES AND JOE MANN IN COON HOLLOW SOUTHEAST OF KILA. THE CONSERVATION EASEMENT PROTECTS IMPORTANT SPRINGS, WETLANDS, RIPARIAN HABITAT ALONG AN UNNAMED TRIBUTARY OF BALES CREEK, AND MATURE WET FOREST IMPORTANT FOR WILDLIFE HABITAT.5. IN DECEMBER, FLATHEAD LAND TRUST COMPLETED A SIGNIFICANT CONSERVATION EASEMENT ALONG THE STILLWATER RIVER NEAR OLNEY IN PARTNERSHIP WITH THE TRUST FOR PUBLIC LAND AND F.H. STOLTZE LAND & LUMBER COMPANY. THE CONSERVATION EASEMENT PERMANENTLY PROTECTS A 1,072 ACRE INHOLDING SURROUNDED BY FLATHEAD NATIONAL FOREST AND MONTANA STATE FORESTS, AND WILL REMAIN A PRIVATELY HELD WORKING FOREST OWNED BY STOLTZE.6. IN LATE DECEMBER, FLATHEAD LAND TRUST PURCHASED A CONSERVATION EASEMENT FROM MARTY AND LINDA BOEHM ON THEIR 53.4 ACRES OF LAND LOCATED ALONG MILL CREEK NEAR ITS CONFLUENCE WITH THE FLATHEAD RIVER SOUTH OF CRESTON. THE CONSERVATION EASEMENT PERMANENTLY PROTECTS 40.9 ACRES OF WETLANDS AND QUALITY RIPARIAN HABITAT AND 0.6 MILES OF MILL CREEK. 6835 EDUCATION AND OUTREACH: 1. BIKE AND BIRD SMITH LAKE AND BAER CONSERVATION CELEBRATION (JUNE 20) - ORGANIZED AND LED FOUR TOURS FOR THE PUBLIC WITH FLATHEAD AUDUBON AROUND SMITH LAKE WHICH INCLUDED SPECIAL FOCUS ON THE RECENT ADDITION OF THE 257-ACRE BAER PROPERTY TO THE SMITH LAKE WPA. APPROX. 33 PEOPLE ATTENDED AND WE FOLLOWED CDC AND STATE OF MT COVID SAFETY GUIDELINES. 2. TOURS OF THE CFAC/BAD ROCK CANYON PROJECT (AUGUST - OCTOBER) - COORDINATED AND LED AT LEAST 4 LAND TOURS AND 2 KAYAK TOURS OF THE PROPERTY. ONE OF THE KAYAK TOURS INCLUDED PRESS FROM HUNGRY HORSE NEWS, DAILY INTERLAKE AND REPRESENTATIVES FROM FWP, FLATHEAD LAKERS, FLATHEAD WILDLIFE AND MONTANA'S OUTDOOR LEGACY FOUNDATION. 8793 STEWARDSHIP:MONITORED ALL 67 CONSERVATION EASEMENTS (ENCOMPASSING 12,833 ACRES) AND ONE RESTRICTED COVENANT. 1637394 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X ECLIPSE TAX AND ACCOUNTING INC 4063932828 PO BOX 1578 KALISPELL MT 59903 BILL CORWIN PRESIDENT 1.00 X X 0 0 0 JEFF JONES TREASURER 1.00 X X 0 0 0 GREG GUNDERSON DIRECTOR 0.50 X 0 0 0 RICK MACE DIRECTOR 0.50 X 0 0 0 MARGARET NOTLEY SECRETARY 0.50 X X 0 0 0 JON JORDAN DIRECTOR 0.50 X 0 0 0 KARL RUDBACH DIRECTOR 0.50 X 0 0 0 REBECCA HUGHES DIRECTOR 0.50 X 0 0 0 PAUL TRAVIS EXECUTIVE DIRECTOR 20.00 X X 62320 0 1858 JENNIFER ROGGE DIRECTOR 0.50 X 0 0 0 JIM RAFFERTY DIRECTOR 0.50 X 0 0 0 62320 0 1858 0 0 0 0 0 640218 1163454 726000 1803672 PROGRAM SERVICE FEES 900099 43628 43628 43628 9221 9221 6790 4165 2625 2625 1859146 43628 0 11846 64178 45566 10267 8345 83763 59471 13402 10890 2589 1838 414 337 12023 8536 1924 1563 2270 2270 11350 11350 39687 39687 11409 6697 2354 2358 11626 8254 1860 1512 2023 1821 202 925 925 348 247 56 45 5747 4023 1724 IN-KIND EXPENSE 726000 726000 EASEMENT PROJECT EXPENS 726000 726000 DUES AND SUBSCRIPTIONS 8655 6059 866 1730 MISCELLANEOUS 1625 1625 1710218 1637394 45842 26982 32997 84399 68814 89306 13167 11240 501 1927 408014 529865 3657 1325 513983 706822 12316 19219 12316 19219 X 100659 179246 401008 508357 501667 687603 513983 706822 148928 37008 0 X 0 1 X 0 0 X 612855 503881 2020501 344129 1806297 5287663 15000 2500 38195 3000 43628 102323 627855 506381 2058696 347129 1849925 5389986 7288 8122 577180 5158 511596 1109344 3631 12489 16120 10919 8122 589669 5158 511596 1125464 4264522 9012 5418 11879 16946 9221 52476 9012 5418 11879 16946 9221 52476 636867 511799 2070575 364075 1859146 5442462 0.78360 0.64440 0.00960 0.01150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 67 12833.00 2 1 1 380.00 10055 68603 10000 13055 91658 44091 10000 14512 68603 45131 -1040 44091 61476 10155 26500 45131 57802 3674 61476 0.07000 0.49000 0.44000 0 0 13167 11240 1927 1927 1900569 37008 250 4165 41423 1859146 0 1859146 1714633 250 4165 4415 1710218 0 1710218 PART II, LINE 3: THE TERMS OF THE BEEBE 2011 CONSERVATION EASEMENT WERE RATIFIED ON JUNE 1, 2020 TO AMEND THE LEGAL DESCRIPTION AND STATED ACREAGE OF THE CONSERVATION EASEMENT TO INCLUDE AN ADDITIONAL 3.41 ACRES OF PASTURELAND SO AS TO EXTEND THE PERPETUAL PROTECTION OF THE CONSERVATION VALUES OF THE PROPERTY PROVIDED BY THE 2011 CONSERVATION EASEMENT TO THIS ADDITIONAL ACREAGE. THE TERMS OF THE SCOTT 2002 CONSERVATION EASEMENT WERE RATIFIED ON JANUARY 27, 2020 TO FURTHER PROTECT FLATHEAD LAKE BY INCLUDING A LAKESHORE PROTECTION ZONE AND ADD ADDITIONAL PROHIBITED USES TO THE 2002 CONSERVATION EASEMENT FOR THE PURPOSE OF MAINTAINING NATURAL HABITAT, SCENIC VIEWS AND OPEN SPACE. PART II, LINE 9: EASEMENTS ARE VALUED AT ZERO AND ARE NOT REPORTED ON THE FINANCIAL STATEMENT BALANCE SHEET. PART V, LINE 4: PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO HOLD AND GENERATE FUNDS TO SUPPORT THE ORGANIZATION AND ITS PRIVATE LAND CONSERVATION ACTIVITIES. THE INTEREST AND EARNINGS MAY BE USED FOR OPERATING EXPENSES RELATED TO THE ORGANIZATION'S CONSERVATION WORK, SUCH AS SALARIES, OVERHEAD COSTS, OR OTHER RELATED EXPENSES. THE PRINCIPAL CANNOT BE USED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED ON 990 AS REVENUE REDUCTION 4,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED ON 990 AS REVENUE REDUCTION 4,165. X IN KIND DONATION VALUE OF CONSERVATION EASEMENT 1 462000 APPRAISAL X IN KIND DONATION VALUE OF CONSERVATION EASEMENT 1 150000 APPRAISAL X IN KIND DONATION VALUE OF CONSERVATION EASEMENT 1 110000 APPRAISAL X IN KIND DONATION VALUE OF CONSERVATION EASEMENT 1 4000 APPRAISAL 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 FLATHEAD LAND TRUST HAS ONLY ONE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS HAVE EQUAL VOTING RIGHTS. A VOTE OF THE MEMBERSHIP IS OBTAINED WHEN REQUIRED BY MONTANA STATE LAW TO APPROVE SUBSTANTIAL ORGANIZATIONAL CHANGES SUCH AS CHANGING THE NUMBER OF COMPOSITION OF THE BOARD OF DIRECTORS, DISSOLUTION OF THE ORGANIZATION, ETC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTING FIRM, REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR, AND PROVIDED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE "CONFLICT OF INTEREST" POLICY IS PROVIDED TO EACH BOARD MEMBER IN THEIR BOARD NOTEBOOK AS WELL AS A SIGNATURE REQUIRED BY THE BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE TOTAL EMPLOYEE COMPENSATION BUDGET IS REVIEW AND APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE ANNUAL BUDGET AND APPROVAL PROCESS. EMPLOYEE COMPENSATION (OTHER THAN THE EXECUTIVE DIRECTOR) IS NOT INDIVIDUALLY REVIEWED BY THE BOARD, BUT BY THE EXECUTIVE DIRECTOR. PUBLISHED SALARY SURVEYS BY THE LAND TRUST ALLIANCE AND TRAINING RESOURCES FOR THE ENVIRONMENTAL COMMUNITY ARE USED TO PROVIDE COMPARATIVE COMPENSATION GUIDELINES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. SCH A CALCULATION OF 2% CONTRIBUTION THRESHOLD FOR SUBSTANTIAL CONTRIBUTORS WAS MADE INCORRECTLY IN PRIOR YEAR. THIS WAS CORRECTED IN THE CURRENT YEAR WHICH RESULTED IN CERTAIN CONTRIBUTORS BEING EXCLUDED FROM THE DISQUALIFIED PERSON LIST WHO HAD BEEN PREVIOUSLY INCLUDED.