FLATHEAD LAND TRUST INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FLATHEAD LAND TRUST INC (EIN 36-3479966)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-15
IRS object ID
201401969349301320
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-07-15T15:53:04-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810348775PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JUNKERMIERCLARKCAMPANELLASTEVENSPCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9047AddressLine1
CityKALISPELLCity
StateMTState
ZIP Code59904ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363479966EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FLATHEAD LAND TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFLATBusinessNameControlTxt
Phone4067528293PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1913AddressLine1
CityKALISPELLCity
StateMTState
ZIP Code59903ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALISON YOUNGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4067528293PhoneNum
Signature2014-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY PECKPreparerPersonNm
PTINP00668992PTIN
Phone4067553681PhoneNum
Preparation2014-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALISON YOUNGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1913AddressLine1
CityKALISPELLCity
StateMTState
ZIP Code59903ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$334,123GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FLATHEADLANDTRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionFLATHEAD LAND TRUST IS DEDICATED TO THE CONSERVATION OF NORTHWEST MONTANA'S LAND AND WATER THROUGH VOLUNTARY AGREEMENTS WITH PRIVATE LANDOWNERS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$698,828PYContributionsGrantsAmt
CY Contributions Grants$290,425CYContributionsGrantsAmt
PY Program Service Revenue$10,925PYProgramServiceRevenueAmt
CY Program Service Revenue$14,000CYProgramServiceRevenueAmt
PY Investment Income$716PYInvestmentIncomeAmt
CY Investment Income$12,113CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1,620CYOtherRevenueAmt
PY Total Revenue$710,469PYTotalRevenueAmt
CY Total Revenue$318,158CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$159,240CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$181,458PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$133,109CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,887CYTotalFundraisingExpenseAmt
PY Other Expenses$406,883PYOtherExpensesAmt
CY Other Expenses$196,202CYOtherExpensesAmt
PY Total Expenses$588,341PYTotalExpensesAmt
CY Total Expenses$488,551CYTotalExpensesAmt
PY Revenues Less Expenses$122,128PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$170,393CYRevenuesLessExpensesAmt
Total Assets BOY$560,493TotalAssetsBOYAmt
Total Assets EOY$387,074TotalAssetsEOYAmt
Total Liabilities BOY$14,186TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,805TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$546,307NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$380,269NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFLATHEAD 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$403,986ExpenseAmt
Grant$159,240GrantAmt
Revenue$14,000RevenueAmt
DescCONSERVATION TWO CONSERVATION PROJECTS WERE COMPLETED IN 2013. ONE PROJECT, COMPLETED IN PARTNERSHIP WITH ANOTHER CONSERVATION ORGANIZATION, TRANSFERRED 50 ACRES OF FORESTED LAND ADJACENT TO A LOCAL PARK TO FLATHEAD COUNTY. THE OTHER PROJECT PROTECTED 70 ACRES INCLUDING A THIRD OF A MILE OF THE FLATHEAD RIVER, FORESTED RIPARIAN HABITAT, AND AN IMPORTANT SPRING WITH A PURCHASED CONSERVATION EASEMENT. IN ADDITION, THE 190 ACRES OF CRITICAL WETLANDS PURCHASED IN 2012 WAS TRANSFERRED TO THE U.S. FISH AND WILDLIFE SERVICE SMITH LAKE WATERFOWL PRODUCTION AREA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$11,044ExpenseAmt
DescEDUCATION AND OUTREACH A VARIETY OF ACTIVITIES FOCUSED ON PROVIDING INFORMATION TO VARIOUS AUDIENCES CONCERNING FLT AND THE IMPORTANCE OF PRIVATE LAND CONSERVATION IN MAINTAINING OPEN SPACE, FISH AND WILDLIFE HABITAT, WATER QUALITY AND FARMLAND. EVENTS INCLUDED A BIRD WATCHING TOUR, HIKE, DONOR APPRECIATION EVENT, AND CHRISTMAS PARTY. A TRAINING SESSION WAS ALSO HOSTED FOR LOCAL ATTORNEYS HAVING AN INTEREST IN LEGAL ISSUES PERTAINING TO CONSERVATION EASEMENTS. PRESENTATIONS WERE GIVEN TO FLATHEAD AUDUBON, KALISPELL ROTARY, MT WETLAND COUNCIL, FLATHEAD VALLEY COMMUNITY COLLEGE GIS CLASS, AND SOCIETY OF RANGE MANAGEMENT. TWO RADIO INTERVIEWS WERE COMPLETED AND FIVE MEDIA ARTICLES WERE PUBLISHED IN LOCAL NEWSPAPERS. AN EIGHT-PAGE NEWSLETTER WAS SENT TO FLT MEMBERS AND PARTNERS. AN FLT DISPLAY WAS PRESENTED AT AN AGRICULTURAL FORUM FOR LOCAL HIGH SCHOOLS, AGRICULTURAL FORUM BY A LOCAL FEED STORE, ORGANIC FORUM AT FLATHEAD VALLEY COMMUNITY COLLEGE, CITIZENS FOR A BETTER FLATHEAD MEETING, A CONSERVATION DAY SPONSORED BY MONTANA LAND RELIANCE, LOCAL FARMER'S MARKETS, AND FORESTRY EXPO. INFORMATION AND STORIES WERE PRESENTED ON 3 WEBSITES, FACEBOOK, AND VIA CHIMP MAIL. ADDITIONALLY, OVER 50 PRIVATE LANDOWNERS WERE CONTACTED REGARDING CONSERVATION EASEMENTS AND OTHER CONSERVATION OPTIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$10,491ExpenseAmt
DescSTEWARDSHIP - ANNUAL MONITORING OF CONSERVATION EASEMENTS WAS COMPLETED BY PROFESSIONAL STAFF ON ALL 51 PROPERTIES. ONE PROPERTY WITH COVENANTS WAS ALSO MONITORED. MONITORING EFFORTS INCLUDE MEETING WITH THE LANDOWNERS, ASSESSING ANY CHANGE OF CONDITIONS FROM THE TIME OF THE INITIAL DONATION OF THE EASEMENT, AND ADDRESSING ANY SPECIFIC REQUESTS FROM LANDOWNERS REGARDING STEWARDSHIP OF THEIR LAND. ISSUES WERE IDENTIFIED ON 18 PROPERTIES AND REQUIRED FOLLOW-UP, SEVEN OF WHICH REQUIRED MORE TIME WITH INTENSIVE FOLLOW-UP.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$425,521TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORDAHL & SLITER PLLCBusinessNameLine1
FieldValueIRS element (for citing)
Phone4067521040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 SUNSET PLAZAAddressLine1
CityKALISPELLCity
StateMTState
ZIP Code59901ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MUFFIE THOMSON
TREASURER3.50Yes (X)Yes (X)$0$0$0
EDD BLACKLER
DIRECTOR2.00Yes (X)$0$0$0
DON HAUTH
DIRECTOR2.00Yes (X)$0$0$0
DEAN SIRUCEK
DIRECTOR1.00Yes (X)$0$0$0
ALISON YOUNG
PRESIDENT20.00Yes (X)Yes (X)$0$0$0
RICHARD KUHL
DIRECTOR1.00Yes (X)$0$0$0
DAVID SANDLER
SECRETARY3.00Yes (X)Yes (X)$0$0$0
JEFF JONES
DIRECTOR10.00Yes (X)$0$0$0
MARILYN WOOD
EXECUTIVE DIRECTOR40.00Yes (X)$38,667$0$2,034
FieldValueIRS element (for citing)
Total Reportable Comp From Org$38,667TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,034TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$3,438FundraisingAmt
Government Grants$53,807GovernmentGrantsAmt
All Other Contributions$233,180AllOtherContributionsAmt
Noncash Contributions$86,000NoncashContributionsAmt
Total Contributions$290,425TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business900099BusinessCd
Total Revenue Column$14,000TotalRevenueColumnAmt
Related Or Exempt Func Income$14,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$14,000TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,468TotalRevenueColumnAmt
Exclusion$2,468ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,610SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,965SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,645SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,645TotalRevenueColumnAmt
Exclusion$9,645ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$1,620FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$3,438ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,620TotalRevenueColumnAmt
Exclusion$1,620ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$318,158TotalRevenueColumnAmt
Related Or Exempt Func Income$14,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,733ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$159,240TotalAmt
Program Services$159,240ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$122,068TotalAmt
Program Services$97,654ProgramServicesAmt
Management And General$14,648ManagementAndGeneralAmt
Fundraising$9,766FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,041TotalAmt
Program Services$8,833ProgramServicesAmt
Management And General$1,325ManagementAndGeneralAmt
Fundraising$883FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,230TotalAmt
Management And General$3,230ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,950TotalAmt
Management And General$18,950ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,785TotalAmt
Management And General$6,785ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,655TotalAmt
Program Services$7,718ProgramServicesAmt
Management And General$1,162ManagementAndGeneralAmt
Fundraising$775FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,800TotalAmt
Program Services$8,640ProgramServicesAmt
Management And General$1,296ManagementAndGeneralAmt
Fundraising$864FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,066TotalAmt
Program Services$2,453ProgramServicesAmt
Management And General$368ManagementAndGeneralAmt
Fundraising$245FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$245TotalAmt
Program Services$196ProgramServicesAmt
Management And General$29ManagementAndGeneralAmt
Fundraising$20FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$416TotalAmt
Program Services$333ProgramServicesAmt
Management And General$50ManagementAndGeneralAmt
Fundraising$33FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,243TotalAmt
Program Services$4,994ProgramServicesAmt
Management And General$749ManagementAndGeneralAmt
Fundraising$500FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EASEMENT PROJECT EXPENS$131,760$131,760
MISCELLANEOUS$3,520$2,822$419$279
DUES AND SUBSCRIPTIONS$1,098$878$132$88
FUNDRAISING$434$434

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$488,551TotalAmt
Program Services$425,521ProgramServicesAmt
Management And General$49,143ManagementAndGeneralAmt
Fundraising$13,887FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$55,335BOYAmt
EOY$58,258EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$28,102BOYAmt
EOY$27,761EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,025BOYAmt
EOY$11,526EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,068LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,165LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$160,309BOYAmt
EOY$903EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$301,722BOYAmt
EOY$288,626EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$560,493BOYAmt
EOY$387,074EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,186BOYAmt
EOY$6,805EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,186BOYAmt
EOY$6,805EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$277,405BOYAmt
EOY$104,430EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$243,782BOYAmt
EOY$250,719EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,120BOYAmt
EOY$25,120EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$546,307BOYAmt
EOY$380,269EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$560,493BOYAmt
EOY$387,074EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$170,393ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,355NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,354,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$784,757CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$721,087CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$698,828CurrentTaxYearMinus1YearAmt
Current Tax Year$290,425CurrentTaxYearAmt
Total$3,849,100TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,416CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,925CurrentTaxYearMinus1YearAmt
Current Tax Year$14,000CurrentTaxYearAmt
Total$71,841TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,354,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$787,257CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$765,503CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$709,753CurrentTaxYearMinus1YearAmt
Current Tax Year$304,425CurrentTaxYearAmt
Total$3,920,941TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,920,941PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,404CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,628CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,758CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$716CurrentTaxYearMinus1YearAmt
Current Tax Year$12,113CurrentTaxYearAmt
Total$30,619TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,404CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,628CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,758CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$716CurrentTaxYearMinus1YearAmt
Current Tax Year$12,113CurrentTaxYearAmt
Total$30,619TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52CurrentTaxYearMinus3YearsAmt
Total$61,322TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,423,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$794,937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$767,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$710,469CurrentTaxYearMinus1YearAmt
Current Tax Year$316,538CurrentTaxYearAmt
Total$4,012,882TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97710PublicSupportCY509Pct
Public Support PY5090.97550PublicSupportPY509Pct
Investment Income CY0.00760InvestmentIncomeCYPct
Investment Income PY0.00770InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements52TotalEasementsCnt
Total Acreage10529.00TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement323.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$8,251ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$59,759BeginningYearBalanceAmt
Investment Earnings Or Losses-$3,942InvestmentEarningsOrLossesAmt
End Year Balance$55,817EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$51,488BeginningYearBalanceAmt
Investment Earnings Or Losses$8,271InvestmentEarningsOrLossesAmt
End Year Balance$59,759EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$51,553BeginningYearBalanceAmt
Investment Earnings Or Losses-$65InvestmentEarningsOrLossesAmt
End Year Balance$51,488EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,120BeginningYearBalanceAmt
Contributions$1,000ContributionsAmt
Investment Earnings Or Losses$2,935InvestmentEarningsOrLossesAmt
Other Expenditures$1,502OtherExpendituresAmt
End Year Balance$51,553EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$49,120BeginningYearBalanceAmt
Investment Earnings Or Losses$5,204InvestmentEarningsOrLossesAmt
Other Expenditures$5,204OtherExpendituresAmt
End Year Balance$49,120EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.50000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.45000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.05000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,068OtherCostOrOtherBasisAmt
Depreciation$9,165DepreciationAmt
Book Value$903BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$903TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:EASEMENTS ARE VALUED AT ZERO AND ARE NOT REPORTED WITHIN THE FINANCIAL STATEMENTS.
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 PRINCIPLE CANNOT BE USED.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED STATES FISH AND WILDLIFEBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11420 E 6TH AVEAddressLine1
CityHELENACity
StateMTState
ZIP Code59620ZIPCode
FieldValueIRS element (for citing)
Non Cash Assistance$159,240NonCashAssistanceAmt
Valuation Method UsedFAIR MARKET VALUEValuationMethodUsedDesc
Non Cash Assistance190 ACRES OF WETLANDSNonCashAssistanceDesc
Purpose Of GrantCONSERVATIONPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule M IRS990ScheduleM

Qualified Contrib Other QualifiedContribOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$86,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6FLATHEAD LAND TRUST HAS ONLY ONE CLASS OF MEMBERSHIP.
FORM 990, PART VI, SECTION A, LINE 7BALL 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 11THE 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 12CTHE "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 15ATHE 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 19THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST.

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