2019-10-22T13:57:38-05:00 2018-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2018-01-01 363479966 FLATHEAD LAND TRUST FLAT 4067528293 PO BOX 1913 KALISPELL MT 59903 BILL CORWIN PRESIDENT 4067528293 2019-09-30 1 GREGORY PECK P00668992 4067553681 2019-09-30 208.123.198.253 2019-09-30 13:02:56 MD P C89D094BEA71A6A066E6CF628A51FD28DF61F65E A9DEDDB28AABD0C2FA3A1BF919114605A688ED3E 2018 2019-02-21 02:37:17Z BILL CORWIN PO BOX 1913 KALISPELL MT 59903 2104178 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. 8 8 3 0 0 0 503881 2020501 2500 38195 7524 13362 19418 23597 533323 2095655 0 0 0 0 144424 152711 0 0 30049 277367 1995560 421791 2148271 111532 -52616 523939 453562 10309 12964 513630 440598 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 2036239 38195 CONSERVATION:1.COMPLETED THE 328-ACRE GROSSWILER DAIRY CONSERVATION EASEMENT IN THE WEST VALLEY WITH FUNDING FROM THE NATURAL RESOURCE CONSERVATION SERVICE(NRCS) AGRICULTURAL LAND EASEMENT (ALE) PROGRAM GRANT. WE WERE ABLE TO RAISE THE REQUIRED NON-FEDERAL MATCH OVER TWO YEARS IN ORDER TO RECEIVE THE FUNDING. IN PARTNERSHIP WITH MT FISH, WILDLIFE, AND PARKS AND THE LANDOWNERS, WE ALSO HELPED FINALIZE THE PUBLIC BIRD VIEWING AREA EASEMENT.2.COMPLETED THE 45-ACRE KURFESS CONSERVATION EASEMENT ON THE NORTH SHORE OF FLATHEAD LAKE WITH FUNDING FROM U.S. FISH AND WILDLIFE SERVICE (USFWS) NORTH AMERICAN WETLAND CONSERVATION ACT (NAWCA) GRANT. 3.COMPLETED THE 78-ACRE SHEPHERD CONSERVATION EASEMENT WHICH PROTECTS KEY WILDLIFE HABITAT NEAR TRAIL CREEK IN THE NORTH FORK OF THE FLATHEAD RIVER VALLEY.4. OTHER HIGHLIGHTS INCLUDED COMPLETING THE EXCAVATION OF A NEW COMMUNITY FISHING POND IN COLUMBIA FALLS, SIGNING ON AS A PARTNER WITH THE FLATHEAD LAKE ACCESS INITIATIVE, PARTICIPATING IN THE PATHS WORKING GROUP TO DEVELOP AN UPDATED COUNTY TRAILS PLAN, FACILITATING AN ACQUISITION OF THE BAER PROPERTY TO BE ADDED TO THE USFWS SMITH LAKE WATERFOWL PRODUCTION AREA IN 2019, AND WORKING TOWARDS A POSSIBLE ACQUISITION OF WEYERHAEUSER PROPERTY NEAR KILA. 17618 EDUCATION AND OUTREACH: ORGANIZED AND CONDUCTED A SUCCESSFUL REALTOR SEMINAR. WORKED THROUGH THE PROCESS OF RENEWING OUR LAND TRUST ACCREDITATION SHOWING THAT WE CONTINUE TO MEET NATIONAL STANDARDS OF EXCELLENCE FOR LAND TRUSTS AND LAND CONSERVATION. OTHER OUTREACH AND FUNDRAISING EFFORTS INCLUDED THE GREAT FISH CHALLENGE, FILM SCREENINGS, AND AN ANNUAL FUNDRAISING EVENT. 8410 STEWARDSHIP:MONITORED ALL 60 CONSERVATION EASEMENTS (ENCOMPASSING 11,407 ACRES) AND ONE RESTRICTED COVENANT. 2062267 1 1 0 0 0 0 1 0 0 1 1 0 0 0 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 9 0 3 0 0 0 0 0 0 0 0 0 0 0 X 8 8 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 LINDSEY HROMADKA 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 MARGARET NOTLEY DIRECTOR 0.50 X 0 0 0 PAUL TRAVIS EXECUTIVE DIRECTOR 20.00 X 59806 0 445 59806 0 445 0 0 0 0 0 764570 1255931 918942 2020501 PROGRAM SERVICE FEES 900099 38195 38195 38195 11879 11879 1483 0 1483 1483 1483 32120 8523 23597 23597 2095655 38195 0 36959 60251 42778 9641 7832 73282 52031 11725 9526 7596 5393 1215 988 11582 8223 1853 1506 800 800 22980 22980 25553 25553 10684 6396 1869 2419 10577 7510 1692 1375 3547 3192 355 1140 1140 568 403 91 74 5340 3738 1602 EASEMENT PROJECT EXPENS 981447 981447 IN-KIND EXPENSE 918942 915345 3597 DUES AND SUBSCRIPTIONS 11883 8318 1188 2377 MISCELLANEOUS 2099 2099 2148271 2062267 55955 30049 42342 52205 17386 50673 11393 10508 1453 885 457776 346142 4982 3657 523939 453562 10309 12964 10309 12964 X 44006 46305 444504 369173 25120 25120 513630 440598 523939 453562 -52616 -20416 0 X 0 1 X 0 1 1 X 164309 382360 612855 503881 2020501 3683906 57486 3000 15000 2500 38195 116181 221795 385360 627855 506381 2058696 3800087 9830 377800 7288 108122 767405 1270445 0 9830 377800 7288 108122 767405 1270445 2529642 6106 2469 9012 5418 11879 34884 6106 2469 9012 5418 11879 34884 227901 387829 636867 511799 2070575 3834971 0.65960 0.64140 0.00910 0.01690 X X X X 60 11407.00 1 1 311.00 8410 45131 -1040 44091 61476 10155 26500 45131 57802 3674 61476 60746 -2944 57802 55817 4929 60746 0 0 11393 10508 885 885 2117394 -20416 33632 13216 2104178 -8523 -8523 2095655 2190426 33632 8523 42155 2148271 0 2148271 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 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -8,523. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 8,523. THE LAND AFFAIR 24921 24921 6039 NORTH SHORE FLATHEAD LAKE BOAT TOUR 7090 7090 2151 32011 32011 8190 8190 23821 X IN KIND BARGAIN SALE OF CONSERVATION EASEMENTS 3 915345 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.