2017-11-15T17:45:01-06:00 2016-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2016-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 JIM UTTERBACK BOARD PRESIDENT 4064420490 2017-11-15 1 PAULA R JACQUES P00102076 4064421040 2017-11-15 71.92.235.246 2017-11-15 16:23:27 MS P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 4816EE01E8C1FFFF1FD73F77DB463F6B0AD5BBE7 2016 2017-02-10 21:41:12Z JIM UTTERBACK PO BOX 892 HELENA MT 59624 4939360 0 X WWW.PRICKLYPEARLT.ORG X 1996 MT VOLUNTARY PRESERVATION OF OPEN SPACE THROUGH PARTNERSHIPS WITH PUBLIC AGENCIES AND INDIVIDUALS. 14 14 11 419 0 0 1178267 4753900 46991 32407 7151 3465 72896 93308 1305305 4883080 0 0 0 0 327173 351467 0 0 169640 1267183 2520812 1594356 2872279 -289051 2010801 1256422 3819140 55917 632171 1200505 3186969 X 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 2080554 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. IN 2016,PPLT COMPLETED EASEMENTS ON 125 ACRES NEAR YORK OUTSIDE OF HELENA, MT AND ON A 2888 ACRE RANCH IN THE CANYON CREEK AREA OUTSIDE OF HELENA. LAND ACQUISITION PROGRAM PRESERVES OPEN SPACE VALUES THROUGH ACQUSITION AND TRANSFER TO PUBLIC AGENCIES FOR PERMANENT PROTECTION. DURING 2016, PPLT WORKED TO DEVELOP LAND PREVIOUSLY ACQUIRED THROUGH ITS PEAKS TO CREEKS INITIATIVE. 230131 13492 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. 186357 CONSERVATION PLANNING INCLUDES PPLT'S PROGRAM OF COMMUNITY OUTREACH AND EDUCATION REGARDING OPEN SPACE VALUES AND WORK WITH PARTNER AGENCIES IN ACHIEVING CONSERVATION GOALS. 92126 21470 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 ($18,915) AND MISCELLANEOUS FEES ($2,555). 92126 21470 2589168 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 23 0 11 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 BOB PERSON DIRECTOR 1.00 X 0 0 0 ED SANTOS DIRECTOR 1.00 X 0 0 0 MARY HOLLOW EXECUTIVE DIRECTOR 40.00 X 73308 0 6108 73308 0 6108 0 0 0 0 0 X 5174 148138 124426 84971 4391191 2228788 4753900 TRAILS CONTRACT 811000 18915 18915 MALT PROGRAM & OTHER F 541900 13492 13492 32407 3328 3328 3346 0 3209 3346 -3209 137 137 129309 124426 50754 78555 78555 14515 2317 12198 12198 OTHER REVENUE 900099 2555 2555 2555 4883080 34962 0 94218 74774 37387 29910 7477 221725 117778 23822 80125 3748 1996 353 1399 22247 11646 4007 6594 28973 15165 5219 8589 5649 5649 5975 5975 124832 103636 5892 15304 33832 6786 5076 21970 26212 16097 5001 5114 8089 1864 4630 1595 16735 16735 3481 2321 421 739 DONATED LAND, EASEMENTS 1989796 1989796 MT ASSOCIATION OF LAND 230131 230131 DUES/FEES & MISC 50913 7014 23165 20734 TITLE FEES & PROPERTY T 25167 25167 2872279 2589168 113471 169640 321836 244681 201607 479463 41786 132068 312 44523 2320 3003 58500 4903 27560 22581 11669 4979 210640 292768 407752 2612752 1256422 3819140 55917 129858 175233 327080 55917 632171 X 967052 3004734 233203 181985 250 250 1200505 3186969 1256422 3819140 2010801 4198 11522 -40057 0 X X 1 X 0 1 0 X 1183108 765623 1619897 1178267 4753900 9500795 1183108 765623 1619897 1178267 4753900 9500795 9500795 4988 4573 2821 7151 3328 22861 1382 3166 3256 3467 2555 13826 9537482 1271792 0.99620 0.99430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS/OTHER RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2702639 2702639 285132 71283 0 0 151718 229718 285132 666568 999852 2446 6420 8866 37930 58233 57430 71283 224876 337314 X X X 18 7214.00 0 7 0 1 1 45.00 4158 1 0 0 81940 34653 1002 3727 1114 112754 80219 1721 81940 76543 3600 4281 3238 967 80219 67188 13852 2972 1525 76543 63375 3813 67188 1.00000 1 0 17145 12166 4979 10415 10415 0 4979 CONSERVATION LAND - WATERLINE 15000 BEAVER POND PARCEL 260000 MCCABE PARCEL 77752 RODNEY RIDGE 55000 ARTISAN PARK 971000 SEVEN MILE PARCEL 1234000 2612752 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 2016 BALANCE WAS $98,131. 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 2016 BALANCE OF $112,469) 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. DON'T FENCE ME IN TRAIL RUN 58530 32051 26479 423 722 13550 HARVEST MOON DINNER & AUCTION 195205 92375 102830 2386 19660 14013 253735 124426 129309 2809 20382 27563 50754 78555 X 1 1982000 APPRAISAL X 2 246788 APPRAISAL 1 0 1 0 PART I, LINE 32B: THE POLICY REGARDING ACCEPTANCE & PROCESSING OF CONSERVATION EASEMENTS OR CONSERVATION LAND INCLUDES COMPLETION OF AN APPRAISAL BY A QUALIFIED INDIVIDUAL THAT SATISFIES REGULATORY REQUIREMENTS. 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 VIII, REVENUE REVENUE REPORTED IN THIS SECTION INCLUDES MALT-SPECIFIC REVENUE IN THE AMOUNT OF $151,691 FROM THE FOLLOWING SOURCES: 1. MEMBERSHIP $57,500, LINE 1B 2. OTHER CONTRIBUTIONS & GRANTS $94,151, LINE 1F 3. INTEREST INCOME OF $40, LINE 3D PART XII, LINE 2 B THE FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING A FIN 48 STATEMENT OF UNCERTAIN TAX POSITIONS.