2013-08-29T13:36:36-05:00 2012-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2012-01-01 363479966 FLATHEAD LAND TRUST FLAT 4067528293 PO BOX 1913 KALISPELL MT 59903 ALISON YOUNG 4067528293 2013-08-22 1 GREGORY PECK P00668992 4067553681 2013-08-21 2012 2016-02-24 21:20:13Z ALISON YOUNG PO BOX 1913 KALISPELL MT 59903 710469 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 5 15 0 0 721087 698828 44416 10925 1758 716 0 0 767261 710469 0 0 0 0 186337 181458 0 0 20158 625054 406883 811391 588341 -44130 122128 430001 560493 14017 14186 415984 546307 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 496454 10925 CONSERVATION IN 2012, OVER 400 ACRES WERE PROTECTED IN 4 SEPARATE PROJECTS, INCLUDING SEVERAL WITH CRITICAL WETLANDS AND RIPARIAN HABITATS, SCENIC VIEWS FROM PUBLIC ROADS, RIVER FRONTAGE, AND INCREASED SOME PUBLIC ACCESS. A DONATED EASEMENT ADJACENT TO A US FISH AND WILDLIFE SERVICE NATL HATCHERY PROTECTED A CRITICAL SPRING POND FOR ENDANGERED BULL TROUT. TWO PROJECTS PROTECTING CRITICAL WETLANDS AND FARMLAND ADJACENT TO THE SMITH LAKE WATERFOWL PRODUCTION AREA WERE COMPLETED. THE 4TH PROJECT PROTECTED HALF MILE OF FLATHEAD RIVER AND WAS COMPLETED IN PARTNERSHIP WITH ANOTHER CONSERVATION ORGANIZATION. A NEW PROJECT TO PURCHASE APPROXIMATELY 50 ACRES AND SECURE A POPULAR RECREATION AREA WAS INITIATED IN PARTNERSHIP WITH A LOCAL TRAILS GROUP AND SUPPORTED BY A RESTRICTED GRANT. A THOROUGH ANALYSIS OF CONSERVATION SUCCESS WITHIN OUR RIVER TO LAKE FOCUS AREA INDICATED OVER 5,000 ACRES SECURED AND IDENTIFIED THE REMAINING CRITICAL PROPERTIES FOR CONSERVATION EFFORTS. EDUCATION AND OUTREACH MANY ACTIVITIES FOCUSED ON PROVIDING INFORMATION TO VARIOUS AUDIENCES CONCERNING PRIVATE LAND CONSERVATION METHODS, IMPORTANCE OF OPEN SPACE, FARM AND RANCH LANDS, AND PRIORITY HABITATS FOR WILDLIFE AND WATER QUALITY. STORIES ABOUT OUR CONSERVATION PROJECTS WERE CARRIED BY BOTH THE DAILY AND WEEKLY NEWSPAPERS. SPECIAL PRESENTATIONS WERE MADE TO THE MONTANA BIRD CONSERVATION PARTNERSHIP, THE MONTANA AUDUBON STATEWIDE BIRD FESTIVAL, FLATHEAD LAND TRUSTS ANNUAL MEETING, AND THE RIVER TO LAKE PARTNERS MEETING. INFORMATION AND STORIES WERE FOUND ON 3 WEBSITES: WWW.FLATHEADLANDTRUST.ORG; WWW.CONSERVEMONTANA.ORG, WWW.FLATHEADRIVERTOLAKE.ORG ADDITIONAL OUTREACH EFFORTS COMPLETED INCLUDE 'TABLING' AT LOCAL FARMERS MARKETS AND LIVE INTERVIEWS WITH LOCAL RADIO. OVER 30 PRIVATE LANDOWNERS WERE CONTACTED REGARDING CONSERVATION EASEMENTS AND OTHER CONSERVATION OPTIONS. 6879 STEWARDSHIP ANNUAL MONITORING OF CONSERVATION EASEMENTS WAS COMPLETED BY PROFESSIONAL STAFF AND VOLUNTEERS ON ALL 49 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. AN ISSUE IDENTIFIED IN THE PREVIOUS YEAR WAS RESOLVED. ISSUES WERE IDENTIFIED ON 11 OTHER PROPERTIES AND WILL REQUIRE FOLLOW-UP. 503333 1 1 0 0 0 0 1 0 0 1 1 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 1 1 0 0 0 0 0 0 0 1 9 0 5 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 SUSAN SHERMAN 1.00 X X 0 0 0 MUFFIE THOMSON 2.00 X X 0 0 0 EDD BLACKLER 2.00 X 0 0 0 DON HAUTH 4.00 X 0 0 0 DEAN SIRUCEK 1.00 X 0 0 0 ALISON YOUNG 10.00 X X 0 0 0 RICHARD KUHL 1.00 X 0 0 0 DAVID SANDLER 2.00 X 0 0 0 MARILYN WOOD 40.00 X 54190 0 0 54190 0 0 0 0 0 0 0 508082 190746 698828 PROGRAM SERVICE FEES 900099 10925 10925 10925 716 716 710469 10925 0 716 54190 43352 6503 4335 117562 94050 14107 9405 9706 7765 1165 776 848 848 19750 19750 22920 4712 17737 471 11902 9522 1427 953 11400 9120 1368 912 2923 2338 351 234 508 406 61 41 665 532 80 53 3241 2593 389 259 EASEMENT PROJECT EXPENS 321845 321845 DUES AND SUBSCRIPTIONS 5545 4436 665 444 MISCELLANEOUS 3328 2662 399 267 FUNDRAISING 2008 2008 588341 503333 64850 20158 70716 55335 32661 28102 4350 15025 810 169058 8749 1734 160309 319730 301722 430001 560493 14017 14186 14017 14186 X 150072 277405 240792 243782 25120 25120 415984 546307 430001 560493 122128 8195 0 X X 0 1 X 1 1 1 X 243708 1354003 784757 721087 698828 3802383 2500 44416 10925 57841 243708 1354003 787257 765503 709753 3860224 0 0 0 3860224 12157 8404 7628 1758 716 30663 12157 8404 7628 1758 716 30663 4800 61270 52 66122 260665 1423677 794937 767261 710469 3957009 0.97550 0.96370 0.00770 0.01400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 50 10459.00 1 1 407.00 6879 51488 8271 59759 51553 -65 51488 49120 1000 2935 1502 51553 49120 5204 5204 49120 0.49880 0.42040 0.08080 0 0 159240 159240 9818 8749 1069 160309 894007 8195 2755 172588 183538 710469 0 710469 763684 2755 172588 175343 588341 0 588341 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: EASEMENTS ARE VALUED AT ZERO AND ARE NOT REPORTED WITHIN THE FINANCIAL STATEMENTS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 ORGANIZATIONS CONSERVATION WORK, SUCH AS SALARIES, OVERHEAD COSTS, OR OTHER RELATED EXPENSES. THE PRINCIPLE CANNOT BE USED. PART XI, LINE 2D - OTHER ADJUSTMENTS: VALUE OF DONATED EASEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: VALUE OF DONATED EASEMENTS PART XII LINE 2D: VALUE OF DONATED EASEMENT PART XIII LINE 2D: VALUE OF DONATED EASEMENT X 3 172588 APPRAISAL - FMV 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 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. 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. PART XII, LINE 2C EXPLANATION THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.