2019-11-15T10:33:39-06:00 2018-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2018-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 PAULA JACQUES TREASURER 4064420490 2019-11-14 1 SUZANNE M SEVERIN CPA P00254608 4064421040 2019-11-14 71.92.235.226 2019-11-14 14:33:57 MS P F915ADCA0B0B6965725511D57A9107E1312A8916 76B6ED3D33C8F53F8C22F5CF2AA0BAC7AD711956 2018 2020-04-17 16:48:07Z PAULA JACQUES PO BOX 892 HELENA MT 59624 1254776 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 16 695 0 0 984286 1062734 42429 31135 24405 12679 106373 75518 1157493 1182066 0 0 0 0 427529 470504 0 0 168098 672372 535052 1099901 1005556 57592 176510 3798406 3929962 521712 507905 3276694 3422057 TO PROTECT THE NATURAL DIVERSITY & RURAL CHARACTHER OF THE PRICKLY PEAR VALLEY & ADJOINING LANDS THROUGH VOLUNTARY & COOPERATIVE MEANS TO PERPETUATE THE RECREATIONAL, WILDLIFE, SCENIC, AGRICULTURAL & HISTORIC VALUES OF THE LAND. 0 0 306212 2353 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 2018, 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 18 EASEMENTS ENCOMPASSING 7,207 ACRES. 238324 15045 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. 97635 16090 TRAILS PROGRAM - PLAN DEVELOPMENT, CONSTRUCTION & MAINTENANCE, CONDUCTED WITH ASSISTANCE OF APPROXIMATELY 695 VOLUNTEER SERVICE HOURS. PROGRAM REVENUE IS DERIVED FROM A CONTRACT WITH THE CITY OF HELENA FOR TRAIL DEVELOPMENT & MAINTENANCE. 642171 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 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 0 1 19 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 0 0 0 1 1 0 1 0 1 1 1 0 X MARY HOLLOW EXECUTIVE DIRECTOR 4064420490 PO BOX 892 HELENA MT 59624 CHRIS HUNTER TREASURER 4.00 X X 0 0 0 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 JANE KOLLMEYER DIRECTOR 1.00 X 0 0 0 JIM UTTERBACK PRESIDENT 8.00 X X 0 0 0 JOHN BEAVER DIRECTOR 1.00 X 0 0 0 JONATHAN KRAUSS PAST PRESIDENT 4.00 X X 0 0 0 LEROY SCHRAMM VICE PRESIDENT 2.00 X X 0 0 0 PAULA JACQUES SECRETARY 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 JANET HEDGES DIRECTOR 1.00 X 0 0 0 ED SANTOS DIRECTOR 1.00 X 0 0 0 ELIZA FRAZER DIRECTOR 1.00 X 0 0 0 MARY HOLLOW EXECUTIVE DIRECTOR 40.00 X 82419 0 5816 82419 0 5816 0 0 0 0 0 8091 219528 226550 43460 565105 10069 1062734 TRAILS CONTRACT 811000 16090 16090 SERVICES-MALT 541900 15045 15045 31135 12584 12584 19908 19813 95 95 95 119843 226550 51633 68210 68210 6219 1264 4955 4955 MISCELLANEOUS 900099 2303 2303 MISCELLANEOUS-MALT 900099 50 50 2353 1182066 33488 0 85844 88236 44118 35294 8824 302050 149297 69545 83208 4883 2412 1078 1393 38006 18814 9582 9610 37329 18497 9953 8879 58261 33000 19401 5860 41234 2870 9218 29146 24070 12070 5760 6240 6701 4312 2175 214 9845 9845 1729 865 415 449 PROGRAM COSTS 259464 259464 LAND & EASEMENT ACQUISI 68761 67814 947 MISCELLANEOUS 53240 9314 29651 14275 PROPERTY TAXES & TITLEF 7185 7185 4562 2294 2268 1005556 642171 195287 168098 351122 77108 266789 777735 69901 21000 33898 12955 4464 3200 100 27560 27041 2248 519 512132 479693 2557752 2557752 3798406 3929962 93149 64860 101483 92213 327080 327080 0 23752 521712 507905 X 3147427 3280389 129017 141668 250 0 3276694 3422057 3798406 3929962 X 176510 -31117 -30 X X 0 1 X 1 0 X 1619897 1178267 4753900 984286 1062734 9599084 1619897 1178267 4753900 984286 1062734 9599084 9599084 2821 7151 3328 24405 12584 50289 3256 3467 2555 42340 2353 53971 9703344 1037832 0.98930 0.98970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS/OTHER - 2014 AMOUNT: $ 3,256. 2015 AMOUNT: $ 3,467. 2016 AMOUNT: $ 2,555. 2017 AMOUNT: $ 13,340. 2018 AMOUNT: $ 2,353. INSURANCE PROCEEDS - 2017 AMOUNT: $ 29,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 837458 837458 150619 37655 0 0 229718 285132 184990 150619 850459 1275689 6420 6420 57430 71283 46248 37655 212616 318924 X X X 1 1 0 0 127311 307836 -23379 5081 1561 405126 112754 11942 7592 3727 1250 127311 81940 34653 1002 3727 1114 112754 80219 1721 81940 76543 3600 4281 3238 967 80219 0.72000 0.28000 1 0 16022 15503 519 11538 11538 0 519 CONSERVATION LAND - WATERLINE 15000 BEAVER POND PARCEL 260000 MCCABE PARCEL 77752 ARTISAN PARK 971000 SEVEN MILE PARCEL 1234000 2557752 INTEREST PAYABLE 23752 23752 X 996363 -31117 3579 52897 25359 971004 211062 211062 1182066 823709 3579 52897 56476 767233 238323 238323 1005556 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 2018 BALANCE WAS $64,805. 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: ENDOWMENT FUNDS ARE COMPRISED OF THREE ACCOUNTS. ONE (NOT INCLUDED IN PPLT'S FINANCIAL STATEMENT IS REPORTED WITH A 2018 BALANCE OF $113,335) IS HELD AT THE MONTANA COMMUNITY FOUNDATION ON BEHALF OF PPLT AND IS NOT DIRECTED BY PPLT. PPLT REPORTS DISTRIBUTIONS RECEIVED FROM THIS FUND AS CONTRIBUTIONS. A SECOND ACCOUNT HAS BEEN ESTABLISHED BY PPLT AND HAS A BALANCE OF $284. THIS ENDOWMENT WILL REMAIN INVESTED UNTIL SUFFICIENT FUNDS ARE AVAILABLE TO SUPPORT THE ORGANIZATION'S CHARITABLE PURPOSE. PPLT HAS ALSO ESTABLISHED A QUASI-ENDOWMENT ACCOUNT WITH A PORTION OF ITS UNRESTRICTED FUNDS. THE BALANCE WAS $291,507 AT DECEMBER 31, 2018. PART X, LINE 2: THE FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING A FIN 48 STATEMENT OF UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED FROM EVENT PROCEEDS 51,633. COST OF GOODS SOLD 1,264. PART XI, LINE 4B - OTHER ADJUSTMENTS: MALT REVENUE NOT CONSOLIDATED FOR GAAP FINANCIAL STATEMENTS 211,062. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED WITH EVENT PROCEEDS 51,633. COST OF GOODS SOLD 1,264. PART XII, LINE 4B - OTHER ADJUSTMENTS: MALT EXPENSES NOT CONSOLIDATED FOR GAAP FINANCIAL STATEMENTS 238,323. DON'T FENCE ME IN TRAIL RUN 69469 33950 35519 668 12774 HARVEST MOON DINNER & AUCTION 276924 192600 84324 3176 21919 13096 346393 226550 119843 3176 22587 25870 51633 68210 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. THE BYLAWS PROVIDE FOR AN ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS ARE ELECTED ON A STAGGERED SCHEDULE BY 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 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: PRIOR YEAR RECONCILING ITEM -30. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE AUDIT COMMITTEE'S OVERSIGHT OR SELECTION PROCESS.