2014-07-15T15:53:04-05:00 2013-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2013-01-01 363479966 FLATHEAD LAND TRUST FLAT 4067528293 PO BOX 1913 KALISPELL MT 59903 ALISON YOUNG PRESIDENT 4067528293 2014-07-14 1 GREGORY PECK P00668992 4067553681 2014-07-14 2013 2015-11-30 17:44:51Z ALISON YOUNG PO BOX 1913 KALISPELL MT 59903 334123 0 X WWW.FLATHEADLANDTRUST.ORG X 1985 MT FLATHEAD LAND TRUST IS DEDICATED TO THE CONSERVATION OF NORTHWEST MONTANA'S LAND AND WATER THROUGH VOLUNTARY AGREEMENTS WITH PRIVATE LANDOWNERS. 7 7 4 8 0 0 698828 290425 10925 14000 716 12113 0 1620 710469 318158 0 159240 0 0 181458 133109 0 0 13887 406883 196202 588341 488551 122128 -170393 560493 387074 14186 6805 546307 380269 X FLATHEAD 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. 0 0 403986 159240 14000 CONSERVATION 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. 11044 EDUCATION 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. 10491 STEWARDSHIP - 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. 425521 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 8 0 4 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JORDAHL & SLITER PLLC 4067521040 2 SUNSET PLAZA KALISPELL MT 59901 X MUFFIE THOMSON TREASURER 3.50 X X 0 0 0 EDD BLACKLER DIRECTOR 2.00 X 0 0 0 DON HAUTH DIRECTOR 2.00 X 0 0 0 DEAN SIRUCEK DIRECTOR 1.00 X 0 0 0 ALISON YOUNG PRESIDENT 20.00 X X 0 0 0 RICHARD KUHL DIRECTOR 1.00 X 0 0 0 DAVID SANDLER SECRETARY 3.00 X X 0 0 0 JEFF JONES DIRECTOR 10.00 X 0 0 0 MARILYN WOOD EXECUTIVE DIRECTOR 40.00 X 38667 0 2034 38667 0 2034 0 0 0 0 0 3438 53807 233180 86000 290425 PROGRAM SERVICE FEES 900099 14000 14000 14000 2468 2468 25610 15965 9645 9645 9645 1620 3438 0 1620 1620 318158 14000 0 13733 159240 159240 122068 97654 14648 9766 11041 8833 1325 883 3230 3230 18950 18950 6785 6785 9655 7718 1162 775 10800 8640 1296 864 3066 2453 368 245 245 196 29 20 416 333 50 33 6243 4994 749 500 EASEMENT PROJECT EXPENS 131760 131760 MISCELLANEOUS 3520 2822 419 279 DUES AND SUBSCRIPTIONS 1098 878 132 88 FUNDRAISING 434 434 488551 425521 49143 13887 55335 58258 28102 27761 15025 11526 10068 9165 160309 903 301722 288626 560493 387074 14186 6805 14186 6805 X 277405 104430 243782 250719 25120 25120 546307 380269 560493 387074 -170393 4355 0 X 0 0 0 X 1354003 784757 721087 698828 290425 3849100 2500 44416 10925 14000 71841 1354003 787257 765503 709753 304425 3920941 0 0 0 3920941 8404 7628 1758 716 12113 30619 8404 7628 1758 716 12113 30619 61270 52 61322 1423677 794937 767261 710469 316538 4012882 0.97710 0.97550 0.00760 0.00770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 52 10529.00 1 1 323.00 8251 59759 -3942 55817 51488 8271 59759 51553 -65 51488 49120 1000 2935 1502 51553 49120 5204 5204 49120 0.50000 0.45000 0.05000 0 0 10068 9165 903 903 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. 1 UNITED STATES FISH AND WILDLIFE 1420 E 6TH AVE HELENA MT 59620 159240 FAIR MARKET VALUE 190 ACRES OF WETLANDS CONSERVATION 1 X 1 86000 APPRAISAL 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 FLATHEAD LAND TRUST HAS ONLY ONE CLASS OF MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B ALL 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 11 THE 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 12C THE "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 15A THE 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 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST.