2016-11-14T17:09:25-06:00 2015-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2015-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 JIM UTTERBACK BOARD PRESIDENT 4064420490 2016-11-14 1 PAULA R JACQUES P00102076 4064421040 2016-11-14 2015 2017-02-10 21:41:12Z JIM UTTERBACK PO BOX 892 HELENA MT 59624 1362417 0 X WWW.PRICKLYPEARLT.ORG X 1996 MT VOLUNTARY PRESERVATION OF OPEN SPACE THROUGH PARTNERSHIPS WITH PUBLIC AGENCIES AND INDIVIDUALS. 13 13 12 571 0 0 1615349 1178267 31025 46991 2821 7151 58500 72896 1707695 1305305 0 0 0 0 342738 327173 0 0 163385 1315909 1267183 1658647 1594356 49048 -289051 1697225 1256422 230135 55917 1467090 1200505 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 575131 17681 LAND PRESERVATION - PLANNING & ACQUISITION/DONATION OF LAND FOR PERMANENT PROTECTION. IN 2015,PPLT ACQUIRED AN ADDITIONAL PARCEL OF LAND VALUED AT $36,000 FOR CENTENNIAL TRAIL AS PART OF THE EFFORT TO CONNECT SPRING MEADOW STATE PARK WITH THE EAST HELENA BIKE PATH; THIS AND ANOTHER PARCEL ACQUIRED IN 2014 WAS TRANSFERRED TO THE CITY OF HELENA IN 2015. DURING 2015, PPLT ALSO TRANSFERRED 3 ADDITIONAL PARCELS LOCATED ON MT. ASCENSION TO THE CITY OF HELENA, VALUED AT $527,500, AS PART OF ITS BACKDROP INITIATIVE TO PROTECT PART OF MT. ASCENSION FOR WILDLIFE HABITAT, PUBLIC ACCESS AND RECREATION, AND AS A VIEWSHED FOR THE MONTANA STATE CAPITOL. PROGRAM SERVICE REVENUE CONSISTS OF FEES RECEIVED BY PPLT FOR LAND ACQUSITION AND TRANSFER SERVICES. 173544 7104 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. 519558 CONSERVATION PLANNING & EASEMENT ACQUISITION INCLUDES PPLT'S PROGRAM TO WORK WITH PRIVATE LANDOWNERS WHO WISH TO PRESERVE THE OPEN SPACE VALUES OF THEIR LAND THROUGH APPLYING CONSERVATION EASEMENTS, AND COMMUNITY OUTREACH AND EDUCATION REGARDING OPEN SPACE VALUES. IN 2015, PPLT WORKED WITH A LANDOWNER TO OBTAIN AN EASEMENT VALUED AT $360,000 ON 507 ACRES LOCATED IN THE WOLF CREEK AREA LOCATED NORTH OF HELENA, MONTANA. PPLT HOLDS EASEMENTS ON A TOTAL OF 4,201 ACRES. PROGRAM EXPENSES INCLUDE THE COST OF ANNUAL MONITORING IN THE AMOUNT OF $3,063. 67153 25673 TRAILS PROGRAM - PLAN DEVELOPMENT, CONSTRUCTION & MAINTENANCE, CONDUCTED WITH ASSISTANCE OF APPROXIMATELY 366 VOLUNTEER SERVICE DAYS. PROGRAM REVENUE IS DERIVED FROM A CONTRACT WITH THE CITY OF HELENA FOR TRAIL DEVELOPMENT & MAINTENANCE AND MISCELLANEOUS FEES. 67153 25673 1335386 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 19 0 12 1 0 0 0 0 0 0 0 0 0 0 X 13 13 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 JONATHAN KRAUSS PRESIDENT 4.00 X X 0 0 0 JIM UTTERBACK VICE PRESIDENT 2.00 X X 0 0 0 CHRIS HUNTER TREASURER 2.00 X X 0 0 0 LEROY SCHRAMM SECRETARY 2.00 X X 0 0 0 SARAH JAEGER PAST PRESIDENT 1.00 X 0 0 0 CONNIE COLE DIRECTOR 1.00 X 0 0 0 DAWN NORTH DIRECTOR 1.00 X 0 0 0 BOB PERSON DIRECTOR 1.00 X 0 0 0 JANE KOLLMEYER DIRECTOR 1.00 X 0 0 0 PAULA JACQUES DIRECTOR 1.00 X 0 0 0 JOHN BEAVER DIRECTOR 1.00 X 0 0 0 ERIN WOODROW DIRECTOR 1.00 X 0 0 0 DENNIS MILBURN DIRECTOR 1.00 X 0 0 0 MARY HOLLOW EXECUTIVE DIRECTOR 40.00 X 38887 0 2404 ANDREW BAUR EXECUTIVE DIRECTOR 40.00 X 20716 0 2779 59603 0 5183 0 0 0 0 0 X 8077 111722 119233 41786 897449 360000 1178267 MALT PROGRAM & OTHER F 541900 26446 26446 TRAILS CONTRACT 811000 20545 20545 46991 7151 7151 114283 119233 55817 58466 58466 12258 1295 10963 10963 OTHER REVENUE 900099 3467 3467 3467 1305305 50458 0 76580 60018 30009 24007 6002 213390 108295 21049 84046 3652 1850 503 1299 20268 10254 3333 6681 29845 15097 4907 9841 24389 12528 11861 10333 10333 57048 42359 2508 12181 31026 8845 5033 17148 12552 5243 2139 5170 4579 1893 2890 -204 5684 5684 2476 1034 422 1020 DONATED LAND, EASEMENTS 858500 858500 MT ASSOCIATION OF LAND 173544 173544 DUES/FEES & MISC 52960 26159 6600 20201 TITLE FEES & PROPERTY T 34092 34092 1594356 1335386 95585 163385 186443 321836 253380 201607 35000 41786 17612 312 1025 2320 1768 58500 30993 19324 15187 11669 215558 210640 971252 407752 1697225 1256422 40135 55917 190000 0 230135 55917 X 1267235 967052 199605 233203 250 250 1467090 1200505 1697225 1256422 -289051 -8032 30498 0 X X 1 X 0 1 0 X 965972 1183108 765623 1619897 1178267 5712867 965972 1183108 765623 1619897 1178267 5712867 5712867 2051 4988 4573 2821 7151 21584 1382 3166 3256 3467 11271 5745722 1095241 0.99430 0.99440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6420 6420 1587936 1594356 229718 57430 0 0 146476 151718 229718 527912 791868 2086 2446 6420 10952 36619 37930 58233 57430 190212 285318 X X X 16 4201.00 0 1 1 120.00 3063 1 0 0 80219 1721 81940 76543 3600 4281 3238 967 80219 67188 13852 2972 1525 76543 63375 3813 67188 284 284 1.00000 1 0 20578 8909 11669 10415 10415 0 11669 CONSERVATION LAND - WATERLINE 15000 BEAVER POND PARCEL 260000 MCCABE PARCEL 77752 RODNEY RIDGE 55000 407752 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 2015 BALANCE WAS $94,344. 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 2015 BALANCE OF $81,656) 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 ON FORM 990 PART XI, LINE 4B - OTHER ADJUSTMENTS: MALT REVENUE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED WITH REVENUE ON FORM 990, INCLUDING IN-KIND PART XII, LINE 4B - OTHER ADJUSTMENTS: MALT PROGRAM EXPENSES NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS DON'T FENCE ME IN TRAIL RUN 48508 23439 25069 16870 HARVEST MOON DINNER & AUCTION 185008 95794 89214 2899 17666 18382 233516 119233 114283 2899 17666 35252 55817 58466 X 1 360000 APPRAISAL 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 MINTUES OF THE ORGANIZATION ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 11 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.