2015-11-13T12:28:32-06:00 2014-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2014-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 MARY HOLLOW EXECUTIVE DIRECTOR 4064420490 2015-11-13 1 PAULA R JACQUES P00102076 4064421040 2015-11-12 2014 2016-04-25 22:37:26Z MARY HOLLOW PO BOX 892 HELENA MT 59624 1757143 0 X WWW.PRICKLYPEARLT.ORG X 1996 MT VOLUNTARY PRESERVATION OF OPEN SPACE THROUGH PARTNERSHIPS WITH PUBLIC AGENCIES AND INDIVIDUALS. 15 15 12 963 0 0 765623 1615349 34910 31025 4573 2821 66204 58500 871310 1707695 0 0 0 0 296126 342738 0 0 165652 548658 1315909 844784 1658647 26526 49048 1511315 1697225 123408 230135 1387907 1467090 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 1050823 LAND PRESERVATION - PLANNING & ACQUISITION/DONATION OF LAND FOR PERMANENT PROTECTION. 2014 ACQUISITIONS INCLUDED TWO ADDITIONAL LAND PARCELS LOCATED ON MT ASCENSION, VALUED AT $352,500 (INCLUDES CONTRIBUTED VALUE OF $112,500 FROM THE LANDOWNERS). PPLT ALSO ACQUIRED A 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. A TRACT ON RODNEY RIDGE WAS ACQUIRED WITH GRANT FUNDS TO EXTEND THE EXISTING WATERLINE TRAIL. DURING 2014, PPLT WORKED WITH THE OUTDOOR LEGACY FOUNDATION TO ACQUIRE AND TRANSFER 300 ACRES IN YORK GULCH TO THE FOREST SERVICE, THROUGH A COMBINATION OF LANDOWNER DONATION, GRANTS AND OPEN SPACE BOND FUNDS. IN ADDITION, PPLT COMPLETED THE ASPEN TRAILS PARK PROJECT BY TRANSFERRING LAND TO THE STATE OF MONTANA FOR DEVELOPMENT OF A FISHING ACCESS SITE. 135461 7669 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 ADVOCAY FOR MONTANA LAND TRUSTS AND EDUCATIONAL CONFERENCES. PROGRAM SERVICE REVENUE INCLUDES FEES OF $7,669 RECEIVED IN SUPPORT OF THIS ACTIVITY. 184183 3682 CONSERVATION PROGRAM ACTIVITIES INCLUDE VARIOUS OUTREACH AND EDUCATION ACTIVITIES WITHIN THE PPLT SERVICE AREA, INITIAL WORK WITH LANDOWNERS REGARDING FUTURE LAND AND EASEMENT ACQUISITIONS AND DEVELOPMENT AND MAINTENANCE OF THE DATABASE REGARDING LAND CONSERVATION VALUES WITHIN THE PPLT SERVICE AREA. THIS WORK INCLUDES OUTREACH AND PLANNING EFFORTS REGARDING CONSERVATION EASEMENTS, AND EASEMENT MONITORING ACTIVITY. PROGRAM SERVICE REVENUE CONSISTS OF MISCELLANEOUS REIMBURSEMENTS RECEIVED. 47256 22930 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. 47256 22930 1417723 1 1 0 1 0 0 1 0 1 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 1 0 0 0 0 0 0 0 0 1 13 0 12 1 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 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 TYRRELL HIBBARD DIRECTOR 1.00 X 0 0 0 ERIN WOODROW DIRECTOR 1.00 X 0 0 0 RON MARCOUX DIRECTOR 1.00 X 0 0 0 DENNIS MILBURN DIRECTOR 1.00 X 0 0 0 ANDREW BAUR EXECUTIVE DIRECTOR 40.00 X 58740 0 7635 58740 0 7635 0 0 0 0 0 X 6093 110883 111138 374500 1012735 242500 1615349 TRAILS CONTRACT 811000 22930 22930 MALT PROGRAM & OTHER F 541900 8095 8095 31025 2821 2821 92547 111138 47509 45038 45038 12145 1939 10206 10206 OTHER REVENUE 900099 3256 3256 3256 1707695 34281 0 58065 59905 29953 23962 5990 225485 128607 13832 83046 4164 2379 234 1551 25480 14163 3346 7971 27704 15397 3639 8668 5831 5831 6205 835 5254 116 14116 8430 194 5492 41953 9746 4286 27921 5365 769 473 4123 16881 4169 10460 2252 9298 2945 4094 2259 4315 4315 3203 3203 LAND TRANSFERRED TO PUB 1028365 1028365 MT ASSOCIATION OF LAND 135461 135461 DUES/FEES & MISC 26786 8228 2295 16263 TITLE FEES & PROPERTY T 18130 18130 1658647 1417723 75272 165652 157226 186443 147023 253380 180000 35000 8453 17612 2964 1025 5804 1768 30993 15806 7246 15187 207301 215558 795298 971252 1511315 1697225 45862 40135 77546 0 190000 123408 230135 X 1112286 1267235 275371 199605 250 250 1387907 1467090 1511315 1697225 49048 8537 21598 0 X X 0 1 X 1 0 X 557687 965972 1183108 765623 1619897 5092287 557687 965972 1183108 765623 1619897 5092287 2638 5089649 2895 2051 4988 4573 2821 17328 704 1382 3166 3256 8508 5118123 929048 0.99440 0.98700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1658647 1658647 232932 58233 0 0 169354 146476 151718 0 467548 701322 10750 2086 2446 0 15282 42339 36619 37930 58233 175121 262682 X X X 15 3694.00 0 0 0 1 1 105.00 2642 1 1 52655 52655 0 1 X 76543 3600 4281 3238 967 80219 67188 13852 2972 1525 76543 63375 3813 67188 284 284 284 284 1.00000 1 0 20578 5391 15187 10415 10415 0 15187 CONSERVATION LAND - WATERLINE 15000 BEAVER POND PARCEL 260000 MCCABE PARCEL 77752 MT ASCENSION LOT 17 175000 MT ASCENSION LOT 11 166000 MT ASCENSION LOT 21A 186500 CENTENNIAL TRAIL PARCEL 36000 RODNEY RIDGE 55000 971252 1613712 8537 21488 47509 77534 1536178 171517 171517 1707695 1570695 47509 47509 1523186 135461 135461 1658647 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 2014 BALANCE WAS $104,562. 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 IV, LINE 1B: IN 2012, PPLT ENTERED INTO AN AGREEMENT WITH BIKE-WALK MONTANA TO SERVE AS ITS FISCAL AGENT. PPLT RECEIVES AND DISBURSES FUNDS AT THE REQUEST OF THE ORGANIZATION. THIS RELATIONSHIP ENDED DURING 2014 WHEN PPLT MADE THE FINAL DISBURSEMENT OF FUNDS HELD TO BIKE-WALK MONTANA. PART IV, LINE 2B: PPLT REPORTS CASH HELD FOR THE BENEFIT OF BIKE WALK MONTANA AS A FISCAL AGENT LIABILITY. PART V, LINE 4: ENDOWMENT FUNDS ARE COMPRISED TO TWO ACCOUNTS. ONE (NOT INCLUDED IN PPLT'S FINANCIAL STATEMENT IS REPORTED WITH A 2014 BALANCE OF $79,934) 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 47,509. PART XI, LINE 4B - OTHER ADJUSTMENTS: MALT REVENUE NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 171,517. PART XII, LINE 2D - OTHER ADJUSTMENTS: EVENT EXPENSES NETTED WITH REVENUE ON FORM 990, INCLUDING IN-KIND 47,509. PART XII, LINE 4B - OTHER ADJUSTMENTS: MALT PROGRAM EXPENSES NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 135,461. DON'T FENCE ME IN TRAIL RUN 47262 26896 20366 14965 HARVEST MOON DINNER & ACUTION 156423 84242 72181 2351 15984 14209 203685 111138 92547 2351 15984 29174 47509 45038 X 3 242500 APPRAISED VALUE 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. 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 $171,627 FROM THE FOLLOWING SOURCES: 1. MEMBERSHIP $58,000, LINE 1B 2. OTHER CONTRIBUTIONS & GRANTS $113,602, LINE 1F 3. INTEREST INCOME OF $25, LINE 3D PART XII, LINE 2 B THE FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING A FIN 48 STATEMENT OF UNCERTAIN TAX POSITIONS.