2014-11-13T17:23:07-06:00 2013-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2013-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 ANDREW BAUR EXECUTIVE DIRECTOR 4064420490 2014-11-11 1 PAULA R JACQUES P00102076 4064421040 2014-11-11 2013 2015-11-30 17:44:51Z ANDREW BAUR PO BOX 892 HELENA MT 59624 919587 0 X WWW.PRICKLYPEARLT.ORG X 1996 MT VOLUNTARY PRESERVATION OF OPEN SPACE THROUGH PARTNERSHIPS WITH PUBLIC AGENCIES AND INDIVIDUALS. 15 15 9 566 0 0 1183108 765623 30704 34910 4988 4573 55439 66204 1274239 871310 0 0 0 0 216267 296126 0 0 143909 593573 548658 809840 844784 464399 26526 1815926 1511315 476695 123408 1339231 1387907 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 292935 LAND PRESERVATION - PLANNING & ACQUISITION/DONATION OF LAND FOR PERMANENT PROTECTION. 2013 ACQUISITIONS INCLUDED ONE ADDITIONAL LAND PARCEL LOCATED ON MT ASCENSION, VALUED AT $175,000 (INCLUDES CONTRIBUTED VALUE OF $15,000 FROM THE LANDOWNER AND $160,000 ACQUIRED WITH THE SUPPORT OF FOUNDATION GRANTS). DURING 2013, PPLT TRANSFERRED 4 PARCELS LOCATED ON MT ASCENSION TO THE CITY OF HELENA WITH A COMBINED VALUE OF $655,000 AS A PERMANENT ADDITION TO CITY PARKLAND, OF WHICH $270,000 WAS DONATED BY PPLT AND THE BALANCE FUNDED THROUGH GRANTS OBTAINED BY THE CITY OF HELENA, WORKING IN COOPERATION WITH PPLT. 131008 11552 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 $9,270 RECEIVED IN SUPPORT OF THIS ACTIVITY AND $1,282 OTHER PROGRAM FEES RECEIVED FROM OTHER ORGANIZATIONS. 131463 3166 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.PROGRAM SERVICE REVENUE CONSISTS OF MISCELLANEOUS REIMBURSEMENTS RECEIVED. 54566 23358 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. 54566 23358 609972 1 1 0 1 0 0 1 0 1 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 0 0 0 0 0 0 0 0 0 1 15 0 9 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 ANDREW BAUR 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 TYRELL 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 ADRIENNE JARRETT DIRECTOR 1.00 X 0 0 0 ANDREW BAUR EXECUTIVE DIRECTOR 40.00 X 51597 0 8868 51597 0 8868 0 0 0 0 0 6366 103563 82576 573118 20215 765623 TRAILS CONTRACT 811000 23358 23358 MALT PROGRAM & OTHER F 541900 11552 11552 34910 4573 4573 91909 82576 43891 48018 48018 19406 4386 15020 15020 OTHER REVENUE 900099 3166 3166 3166 871310 38076 0 67611 52629 26314 21052 5263 191236 92621 21369 77246 3397 1644 353 1400 28096 13702 4860 9534 20768 10127 3593 7048 7363 7363 12575 4992 4130 3453 21336 9215 8346 3775 40292 7667 8548 24077 15342 7509 2641 5192 9267 1789 4922 2556 2125 2125 2268 1134 1021 113 LAND TRANSFERRED TO PUB 270000 270000 MT ASSOCIATION OF LAND 131008 131008 DUES/FEES & MISC 21785 7465 10068 4252 TITLE FEES & PROPERTY T 15297 15297 844784 609972 90903 143909 175088 157226 143054 147023 98879 180000 12543 8453 7350 2964 6657 5804 33916 26670 6066 7246 40837 207301 1325452 795298 1815926 1511315 52487 45862 127700 77546 296508 0 476695 123408 X 1247249 1112286 91732 275371 250 250 1339231 1387907 1815926 1511315 26526 15822 6328 0 X X 0 0 0 X 671150 557687 965972 1183108 765623 4143540 671150 557687 965972 1183108 765623 4143540 26574 4116966 3413 2895 2051 4988 4573 17920 4566 704 1382 3166 9818 4171278 958550 0.98700 0.99160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2446 2446 842338 844784 151718 37930 0 0 189654 169354 146476 151718 657202 985803 10750 2086 2446 15282 47413 42339 36619 37930 164301 246452 X X X 15 3694.00 0 0 0 1 1 115.00 2938 1 1 127700 2500 77545 52655 1 X 67188 13852 2972 1525 76543 63375 3813 67188 284 284 284 284 283 1 284 1.00000 1 0 20983 13737 7246 12933 12933 0 7246 CONSERVATION LAND - WATERLINE 15000 BEAVER POND PARCEL 260000 ASPEN TRAILS PARK 190000 MCCABE PARCEL 77752 FISCAL AGENT CASH 77546 MT ASCENSION LOT 17 175000 795298 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 2013 BALANCE WAS $97,879. 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. THIS RELATIONSHIP CONTINUED THROUGH 2013. PPLT RECEIVES AND DISBURSES FUNDS AT THE REQUEST OF THE ORGANIZATION. 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 2013 BALANCE OF $76,259) IS HELD AT THE MONTANA COMMUNITY FOUNDATION ON BEHALF OF PPLT AND IS NOT DIRECTED BY PPLT. DISTRIBUTIONS FROM THIS FUND ARE REPORTED AS CONTRIBUTIONS BY PPLT. 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 42514 20866 21648 13050 HARVEST MOON DINNER & ACUTION 131971 61710 70261 2831 14493 13517 174485 82576 91909 2831 14493 26567 43891 48018 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 & UNAUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART XII, LINE 2 B THE FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING A FIN 48 STATEMENT OF UNCERTAIN TAX POSITIONS.