2018-11-14T10:56:08-06:00 2017-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2017-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 JIM UTTERBACK BOARD PRESIDENT 4064420490 2018-11-13 1 PAULA R JACQUES P00102076 4064421040 2018-11-12 71.92.235.245 2018-11-13 08:52:03 MS P 0D072E692896DE47602BC2CA94B06E41F080E2AF 11F274F4A2C32A2BFAECE73F2982024E5B511D5D 2017 2019-02-21 02:37:17Z JIM UTTERBACK PO BOX 892 HELENA MT 59624 1212328 0 X WWW.PRICKLYPEARLT.ORG X 1996 MT VOLUNTARY PRESERVATION OF OPEN SPACE THROUGH PARTNERSHIPS WITH PUBLIC AGENCIES AND INDIVIDUALS. 14 14 13 654 0 0 4753900 984286 32407 42429 3465 24405 93308 106373 4883080 1157493 0 0 0 0 351467 427529 0 0 228114 2520812 672372 2872279 1099901 2010801 57592 3819140 3798406 632171 521712 3186969 3276694 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 462646 54459 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 2017, 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 AND TRANSFERRED AN EASEMENT OF 6.5 ACRES TO A FEDERAL AGENCY. A PARCEL VALUED AT $55,000 WAS TRANSFERRED TO THE US FOREST SERVICE IN 2017. ACTIVITIES RELATED TO THIS PROGRAM GENERATED $12,119 IN MISCELLANEOUS PROGRAM REVENUE AND REIMBURSEMENTS. 159390 17270 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. PROGRAM SERVICE REVENUE INCLUDES FEES RECEIVED FOR MALT SUPPORT SERVICES. DURING 2017, MALT HELD AN EDUCATIONAL CONFERENCE FOR VARIOUS PROFESSIONALS, GENERATING REVENUE OF $17,270. 78245 13040 TRAILS PROGRAM - PLAN DEVELOPMENT, CONSTRUCTION & MAINTENANCE, CONDUCTED WITH ASSISTANCE OF APPROXIMATELY 879 VOLUNTEER SERVICE HOURS. PROGRAM REVENUE IS DERIVED FROM A CONTRACT WITH THE CITY OF HELENA FOR TRAIL DEVELOPMENT & MAINTENANCE ($13,040). 700281 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 0 0 0 0 0 0 0 0 0 1 18 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 14 14 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 PAST PRESIDENT 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 79066 0 5511 79066 0 5511 0 0 0 0 0 6703 184422 231939 10690 550532 984286 MALT PROGRAM & OTHER F 541900 29389 29389 TRAILS CONTRACT 811000 13040 13040 42429 24405 24405 112396 231939 51843 60553 60553 6472 2992 3480 3480 OTHER REVENUE 900099 42340 42340 42340 1157493 84769 0 88438 80678 40339 32271 8068 274485 106008 56205 112272 4379 1660 844 1875 32921 13553 8178 11190 35066 14434 8712 11920 9005 2172 6833 14687 14687 53674 38560 1379 13735 43860 4910 11039 27911 23700 9954 5688 8058 10998 3427 7442 129 11770 11770 9845 9845 2730 1147 655 928 5692 5692 DONATED LAND, EASEMENTS 279982 279982 MT ASSOCIATION OF LAND 159390 159390 DUES/FEES & MISC 23078 1440 8174 13464 BANK FEES 20086 1690 3707 14689 3875 3875 1099901 700281 171506 228114 244681 351122 479463 266789 132068 69901 44523 33898 3003 4464 4903 100 27560 25312 4979 2248 292768 512132 2612752 2557752 3819140 3798406 129858 93149 175233 101483 327080 327080 632171 521712 X 3004734 3147427 181985 129017 250 250 3186969 3276694 3819140 3798406 57592 17607 14526 0 X X 0 1 X 1 0 X 765623 1619897 1178267 4753900 984286 9301973 765623 1619897 1178267 4753900 984286 9301973 9301973 4573 2821 7151 3328 24405 42278 3166 3256 3467 2555 42340 54784 9399035 1105050 0.98970 0.99620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS/OTHER - 2013 AMOUNT: $ 3,166. 2014 AMOUNT: $ 3,256. 2015 AMOUNT: $ 3,467. 2016 AMOUNT: $ 2,555. 2017 AMOUNT: $ 13,340. INSURANCE PROCEEDS - 2017 AMOUNT: $ 29,000. 0 1099901 1099901 184990 46248 0 0 229718 285132 184990 699840 1049760 6420 6420 58233 57430 71283 46248 233194 349791 X X X 1 1 0 0 112754 11942 7592 3727 1250 127311 81940 34653 1002 3727 1114 112754 80219 1721 81940 76543 3600 4281 3238 967 80219 67188 13852 2972 1525 76543 1.00000 1 0 16022 13774 2248 11538 11538 0 2248 CONSERVATION LAND - WATERLINE 15000 BEAVER POND PARCEL 260000 MCCABE PARCEL 77752 ARTISAN PARK 971000 SEVEN MILE PARCEL 1234000 2557752 1068047 17607 14527 51843 83977 984070 173423 173423 1157493 992354 51843 51843 940511 159390 159390 1099901 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 2017 BALANCE WAS $68,536. 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 TO TWO ACCOUNTS. ONE (NOT INCLUDED IN PPLT'S FINANCIAL STATEMENT IS REPORTED WITH A 2017 BALANCE OF $127,311) 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED FROM EVENT PROCEEDS 51,843. PART XI, LINE 4B - OTHER ADJUSTMENTS: MALT REVENUE NOT CONSOLIDATED FOR GAAP FINANCIAL STATEMENTS 173,423. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED WITH EVENT PROCEEDS 51,843. PART XII, LINE 4B - OTHER ADJUSTMENTS: MALT EXPENSES NOT CONSOLIDATED FOR GAAP FINANCIAL STATEMENTS 159,390. DON'T FENCE ME IN TRAIL RUN 64748 34396 30352 419 12885 HARVEST MOON DINNER & AUCTION 279587 197543 82044 2596 19986 15957 344335 231939 112396 2596 20405 28842 51843 60553 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 AT AN ANNUAL MEETING OF THE MEMBERSHIP HELD IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. 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. PART XII, LINE 2 B THE FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING A FIN 48 STATEMENT OF UNCERTAIN TAX POSITIONS.