2013-10-09T13:39:28-07:00 2012-12-31 Amatics CPA Group 220 West Lamme Suite 3-A Bozeman MT 59715 990 2012-01-01 810541893 AMERICAN PRAIRIE FOUNDATION dba AMERICAN PRAIRIE RESERVE AMER 4065854600 PO BOX 908 BOZEMAN MT 59771 SEAN GERRITY 2013-10-09 true MORGAN SCARR P00747394 4064041925 2012 2016-02-24 21:20:13Z 33596497 false false X www.americanprairie.org X 2001 MT THE RESERVE'S MISSION IS TO ACQUIRE, HOLD AND MANAGE PROPERTIES FOR A PRAIRIE RESERVE. THE RESERVE'S GOAL IS TO RESTORE AND CONSERVE NATIVE PRAIRIE LANDS IN NORTHEASTERN MONTANA THROUGH PRIVATE-PUBLIC PARTNERSHIP. 20 17 34 21 0 6409546 13450279 5485 99285 153322 131980 245797 6640811 13854883 0 0 1712124 1765609 0 676353 1966026 1958702 3678150 3724311 2962661 10130572 35182634 48957475 7793803 11432802 27388831 37524673 THE RESERVE'S MISSION IS TO ACQUIRE, HOLD AND MANAGE PROPERTIES FOR A PRAIRIE RESERVE. THE RESERVE'S GOAL IS TO RESTORE AND CONSERVE NATIVE PRAIRIE LANDS IN NORTHEASTERN MONTANA THROUGH PRIVATE-PUBLIC PARTNERSHIP. false false 1338840 LAND ACQUISITION - INCLUDES A PORTION OF SALARIES AND PAYMENT OF PROFESSIONAL FEES DEDICATED TO LAND ACQUISITION TO FULFILL THE ORGANIZATION'S MISSION 900117 5485 RESERVE AREA MANAGEMENT AND ECONOMIC/EDUCATIONAL PROGRAMS 27420 BISON PROGRAM 2266377 true true false false false false false false false true true false false false false false true false false false true false false false false false false false false true false false false false false false false false false false false true false false false false true false false false false true 9 0 true 34 true false false false false false false false false 0 false false false false false false false false false false X 20 17 true false false false false false false true false false false true true true true true true true true false CA X JENNIFER HAMMOND 4065854600 7 EAST BEALL ST SUITE 100 BOZEMAN MT 59715 RICHARD DOLAN 40.00 0.00 X 148750 0 0 TIM KELLY 0.00 0.00 X 0 0 0 PETE GEDDES 40.00 0.00 X 119333 0 0 STEPHANIE AMBROSE TUBBS 0.00 0.00 X 0 0 0 DARRELL TUNNICLIFF 0.00 0.00 X 0 0 0 BILL LIVELY 0.00 0.00 X 0 0 0 ANN DEBUSK 0.00 0.00 X 0 0 0 AUDREY RUST 0.00 0.00 X 0 0 0 ELIZABETH RUML 0.00 0.00 X X 0 0 0 SUSAN MYERS 0.00 0.00 X 0 0 0 GIB MYERS 0.00 0.00 X X 0 0 0 JEFF MILLER 0.00 0.00 X 0 0 0 SUSAN MATELICH 0.00 0.00 X 0 0 0 GEORGE MATELICH 0.00 0.00 X 0 0 0 HELGA HAUB 0.00 0.00 X 0 0 0 ERIVAN HAUB 0.00 0.00 X 0 0 0 CLYDE ASPEVIG 0.00 0.00 X 0 0 0 KEITH ANDERSON 0.00 0.00 X 0 0 0 JAY ABBE 0.00 0.00 X 0 0 0 SEAN GERRITY 40.00 0.00 X X 180000 0 0 448083 3 false true false 0 13450279 11400802 13450279 VISITATION INCOME 900099 5485 5485 5485 16273 16273 0 0 243907 243907 243907 243907 19878413 250 19734442 7172 143971 -6922 137049 137049 0 0 0 MISCELLANEOUS INCOME 1890 1890 1890 13854883 5485 399119 0 0 0 0 448083 224041 67212 156830 0 1017563 590187 223864 203512 0 179272 103977 39441 35854 120691 70001 26552 24138 0 38990 37566 1424 3730 3594 136 0 0 0 274832 213401 47180 14251 107278 63296 8044 35938 202978 122851 54838 25289 0 0 108139 62721 23791 21627 252802 78236 70291 104275 0 0 527218 521990 5228 0 201973 201973 0 SPECIAL EVENTS 44088 44088 COMMUNICATIONS/INFRASTRUCTURE 52758 30600 11607 10551 PROJECT AREA 143916 143916 0 3724311 2266377 781581 676353 1529692 18530476 0 12225503 2898000 0 0 0 0 35198 0 9260 7465 26484267 968446 20297424 25515821 6450 904207 888209 0 3444 859 177906 1110195 35182634 48957475 368323 299380 7108293 10942122 317187 191300 7793803 11432802 X 2917643 21663035 13094065 3079274 11377123 12782364 27388831 37524673 35182634 48957475 10130572 5270 X false true X true false X 5644537 3354887 2835362 6409546 12782941 31027273 0 0 5644537 3354887 2835362 6409546 12782941 31027273 19493819 11533454 63754 26817 14534 33753 160244 299102 0 299 44554 127260 131980 251282 555375 31881750 0.36180 0.29110 X Part II, Line 17b--SUPPORT FOR APR'S PUBLIC CHARITY STATUS UNDER THE FACTS AND CIRCUMSTANCES TEST1. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST TEN PERCENT OF THE TOTAL SUPPORTAPR'S PUBLIC SUPPORT WAS 29.11% IN 20112. THE ORGANIZATION MUST HAVE AN ACTIVE CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/OR GOVERNMENTAL SUPPORT.APR DOES NOT SEEK GOVERNMENTAL SUPPORT. HOWEVER, APR HAS AN EXTENSIVE, DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL AND FOUNDATION DONORS. WE HAVE FIVE GIFT OFFICERS, EACH OF WHOM SPEND A SUBSTANTIAL PART OF THEIR TIME (A CUMULATIVE TOTAL OF 2.9 FTE'S) IDENTIFYING AND CULTIVATING NEW POTENTIAL DONORS AND STEWARDING EXISTING DONORS, AS WELL AS SEVERAL STAFF WHO SUPPORT THOSE FUNDRAISING EFFORTS. IN 2010 WE LAUNCHED A CAMPAIGN TO RAISE $300 MILLION OVER SIX YEARS. WE HAVE ALSO RECENTLY FORMED TWO "VOLUNTEER TEAMS" CONSISTING OF APR BOARD AND NATIONAL COUNCIL MEMBERS WHOSE SOLE PURPOSE IS TO IDENTIFY AND CULTIVATE NEW DONORS. ADDITIONALLY, APR HOLDS PUBLIC EVENTS AROUND THE COUNTRY, THE PURPOSE OF WHICH IS TO INTRODUCE MEMBERS OF THE PUBLIC TO APR AND ITS WORK, AND TO CULTIVATE THEM INTO DONORS. APR ALSO SENDS AT LEAST ONE, AND UP TO THREE, APPEAL LETTERS PER YEAR TO A MAILING LIST OF OVER 2,500 INDIVIDUALS, AND ELECTRONIC APPEAL LETTERS TO OVER 1,800 PEOPLE. THE PURPOSE OF THE APPEAL LETTERS IS TO SOLICIT DONATIONS.APR PUBLISHES A BI-MONTHLY NEWSLETTER THAT REACHES MORE THAN 2,100 PEOPLE IN PHYSICAL COPY AND 3,700 VIA EMAIL. ALL OF THE NEWSLETTERS INCLUDE AN INVITATION TO DONATE TO APR AND THE EMAIL NEWSLETTER DISPLAYS A PROMINENT "DONATE NOW" BUTTON.APR OFFERS VISITORS TO OUR WEBSITE THE OPPORTUNITY TO DONATE VIA AN ONLINE DONATION FORM. APR ALSO PARTICPATE IN THE FOLLOWING SOCIAL MEDIA AND ONLINE OUTREACH PROGRAMS:- FACEBOOK: WE HAVE A GROWING FACEBOOK COMMUNITY OF MORE THAN 1,500 PEOPLE, WHERE INVITATIONS TO GIVE ARE REGULARLY POSTED.- TWITTER: WE HAVE AN ACTIVE TWITTER ACCOUNT WITH NEARLY 850 FOLLOWERS, WHERE APPEALS AND LINKS TO OUR DONATION PAGE ARE FREQUENTLY POSTED.- GOOGLE +: WE HAVE AN EXPANDING NETWORK ON GOOGLE+ OF MORE THAN 2,600 FOLLOWERS WHO ARE CONTINUALLY REMINDED OF OPPORTUNITIES TO DONATE ONLINE.- ACTION ATLAS: WE HAVE A PROFILE ON NATIONAL GEOGRAPHIC'S ACTION ATLAS SITE, WHICH PROVIDES USERS THE CHANCE TO GIVE.- APR REGULARLY CONTRIBUTES TO THE HUFFINGTON POST AND NATIONAL GEOGRAPHIC NEWS WATCH BLOGS, INTRODUCING MILLIONS OF READERS TO APR AND OUR WORK WITH LINKS TO OUR WEBSITE IN ORDER TO CULTIVATE DONORS.- APR'S WEBSITE ATTRACTS APPROXIMATELY 2,500 UNIQUE VISITORS PER MONTH (AMOUNTING TO 13,000 PAGE VIEWS PER MONTH), AND A DONATE BUTTON IS PROMINENTLY DISPLAYED AT THE TOP OF THE PAGE.3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTEREST OF THE ORGANIZATION'S MAJOR CONTRIBUTORS.OUR BOARD IS DIVERSE AND COMES FROM MANY DIFFERENT GEOGRAPHIC AND PROFESSIONAL AREAS. AUDREY RUST IS A RETIRED EXECUTIVE DIRECTOR OF ONE OF THE MOST SUCCESSFUL LAND TRUSTS IN THE WORLD AND BRINGS DEEP CONSERVATION EXPERTISE TO THE BOARD.CLYDE ASPEVIG IS A NATIVE MONTANAN AND RENOWNED LANDSCAPE ARTIST WHOSE DEEP APPRECIATION AND PASSION FOR THE LANDSCAPE WE ARE CONSERVING DRIVES MUCH OF OUR MISSION FORWARD.ELIZABETH RUML LIVES IN RURAL VERMONT AND HAS EXTENSIVE EXPERIENCE IN THE FINANCIAL INDUSTRY. THAT KNOWLEDGE AND EXPERTISE ON ORGANIZATIONAL FINANCE IS INVALUABLE TO THE RUNNING OF OUR ORGANIZATION.SEAN GERRITY IS ALSO PRESIDENT OF APR. HE IS THE PERSON WHO TOOK AN AUDACIOUS IDEA AND FORGED IT INTO A SUCCESSFUL, RESULTS-DRIVEN ORGANIZATION. HIS BACKGROUND IS IN MANAGEMENT CONSULTING WHICH MAKES HIM AN EXTREMELY CAPABLE LEADER.GIB AND SUSAN MYERS LIVE IN CALIFORNIA. MR. MYERS IS A RETIRED VENTURE CAPITALIST. HE AND HIS WIFE SUSAN ARE INVOLVED WITH APR BECAUSE OF THEIR PASSION FOR CONSERVATION OF THE GRASSLANDS IN NORTHEASTERN MONTANA. ERIVAN AND HELGA HAUB LIVE IN GERMANY AND HAVE A PASSION FOR THE AMERICAN WEST AND THE CONSERVATION OF THE LANDSCAPES IN THE AMERICAN WEST. THEY ARE HELPING US SPREAD THE WORD ABOUT THE GLOBAL RESOURCES WE ARE BUILDING TO EUROPEANS.GEORGE AND SUSAN MATELICH ARE NEW YORKERS WHO OWN PROPERTY IN MONTANA. THEY ARE INVOLVED IN THE PROJECT BECAUSE OF THEIR LOVE FOR MONTANA LANDSCAPES AND THEIR DESIRE TO SEE MORE OF IT CONSERVED. MR. MATELICH IS A SHAREHOLDER IN A PRIVATE EQUITY FIRM. THAT BUSINESS ACUMEN HELPS US IN ACCOMPLISHING OUR GOALS.KEITH ANDERSON OWNS HIS OWN CAPITAL INVESTMENT BUSINESS. HE HAS A PASSION FOR HUNTING, FISHING, AND WILDLIFE CONSERVATION. HE IS A COMMUNITY LEADER IN NEW YORK AND HELPS US GAIN SUPPORT FROM THAT COMMUNITY AND BEYOND FOR OUR MISSION.JAY ABBE IS A BUSINESS OWNER IN CALIFORNIA AND HAS EXTENSIVE KNOWLEDGE OF BUSINESS MODELS AND HELPS US APPLY THOSE EFFECTIVE TECHNIQUES TO OUR GOALS.WHILE EIGHT OF THESE MEMBERS (HAUBS, MYERS, MATELICHS, ABBE, AND MILLER) HAVE CONTRIBUTED OR PLEDGED SUBSTANTIAL AMOUNTS TO APR, NONE OF THEM HAVE ANY PRIVATE INTEREST THAT IS FURTHERED BY THOSE CONTRIBUTIONS. THEY RECEIVE NO BENEFITS AND THEY ARE ALL INVOLVED BECAUSE OF THEIR PASSION FOR THE MISSION WHICH IS CONSERVING THE VAST LANDSCAPE AND WILDLIFE OF NORTHEASTERN MONTANA'S PRAIRIE.4. SOME SUPPORT FOR THE ORGANIZATION COMES FROM GOVERNMENTAL AND/OR OTHER SOURCES THAT ARE REPRESENTATIVE OF THE GENERAL PUBLIC AS OPPOSED TO A FEW MAJOR CONTRIBUTORS.APR DOES NOT SEEK SUPPORT FROM GOVERNMENTAL SOURCES, BUT IT HAS RECEIVED 1,838 DONATIONS FROM 2006-2011 (SOME OF THOSE WERE REPEAT CONTRIBUTORS). SINCE ITS INCEPTION IN 2001, APR HAS RECEIVED CONTRIBUTIONS FROM 976 PEOPLE/ENTITIES. THESE ARE MEMBERS OF THE PUBLIC WHO ARE SUPPORTIVE OF APR'S MISSION TO BUILD A LARGE WILDLIFE RESERVE. ONLY THIRTEEN OF OUR CONTRIBUTORS QUALIFIED AS EXCESS CONTRIBUTORS IN 2011.5. THE FACILITIES, PROPERTIES, AND PROGRAMS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC.APR CURRENTLY OWNS 57,972 ACRES OF LAND IN NORTHEASTERN MONTANA. ALL OF IT IS OPEN TO THE PUBLIC. WE ALSO INVITE THE PUBLIC TO EDUCATIONAL EVENTS HELD ON THE PROPERTY, INCLUDING BIRD EXPEDITIONS, WILDLIFE WATCHING AND NATURAL HISTORY TOURS. WE RECENTLY BUILT AND OPENED OUR FIRST PUBLIC CAMPGROUND ON THE PROPERTY. PUBLIC ACCESS IS AN EXPICIT PART OF OUR MISSION STATEMENT, AND WE WILL CONTINUE TO ENHANCE THE PUBLIC'S ACCESS TO THE RESERVE.6. THE PROGRAMS OPERATED BY THE ORGANIZATION APPEAL TO A BROAD BASED PUBLIC INTEREST RATHER THAN BEING RESTRICTED TO A SMALL SEGMENT OF THE POPULATION.APR'S PROGRAM CONSISTS OF BUYING LAND THAT IS VALUABLE WILDLIFE HABITAT IN A PARTICULAR AREA IN MONTANA, AND OPENING IT TO THE PUBLIC FOR ITS ENJOYMENT. PUBLIC ACCESS TO THIS LAND IS AN EXPLICIT PART OF OUR MISSION STATEMENT. ALL PEOPLE, FROM ALL WALKS OF LIFE, ARE WELCOME TO ENJOY THE PROPERTY AND ITS NATURAL AMENITIES. APR'S RESERVE HAS ALREADY BEEN VISITED BY PEOPLE FROM CHINA, GERMANY, CANADA, AND ALL REGIONS OF THE UNITED STATES. WE WILL CONTINUE TO ENCOURAGE PUBLIC USE OF THESE LANDS.WE ARE BUYING AND PROTECTING PRAIRIE HABITAT FOR THE PUBLIC'S ENJOYMENT IN ONE OF ONLY FOUR SPACES LEFT ON EARTH WHERE CONSERVATION OF GRASSLANDS ON A LANDSCAPE SCALE IS EVEN POSSIBLE. OUR GOAL IS TO LEAVE A LEGACY IN THE FORM OF A FULLY-FUNCTIONING GRASSLAND ECOSYSTEM FOR CURRENT AND FUTURE GENERATIONS TO ENJOY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 835349 18735 854084 821818 13531 835349 810651 11167 821818 794565 16086 810651 36754 794565 0.49000 0.46000 0.05000 false false false 24204789 24204789 1423236 381787 1041449 856242 586659 269583 25515821 13902900 5270 42747 48017 13854883 13854883 3767058 42747 42747 3724311 3724311 EUROPE 0 0 0 false false false false false false Additional Supplemental Information THE FRIENDS OF THE AMERICAN SERENGETI GERMANY (FoAS) IS AN INDEPENDENT, TAX-PRIVILEGED ORGANIZATION IN GERMANY FORMED TO PROVIDE SUPPORTING FUNDS FOR THE RESERVE. SEE MORE INFORMATION ON SCHEDULE R, PART VII. X X X X X false false false false false false false false false false SEAN GERRITY 130000 33333 16667 180000 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. AMERICAN PRAIRIE RESERVE PROVIDES FOR COMPANION TRAVEL EXPENSES ON A CASE-BY-CASE ANALYSIS, WHEN COMPANIONS ARE DETERMINED TO BE A BENEFICIAL PRESENCE IN THE RESERVE'S FUNDRAISING ACTIVITIES. SUBSTANTIATION OF EXPENSES IS REQUIRED. X 16 11400802 FAIR MKT VALUE false false false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST Form 990, Part VI, Line 15a Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management FOR BOTH THE TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS OR KEY EMPLOYEES AN INDEPENDENT SALARY REVIEW IS PERFORMED OUTSIDE OF THE ORGANIZATION. EXECUTIVE COMMITTEE REVIEWS AND APPROVES COMPENSATION ADJUSTMENTS ANNUALLY. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts CONFLICT OF INTEREST POLICY IS REVIEWED AND A NEW ONE IS SIGNED BY EACH EMPLOYEE ANNUALLY. THE BOARD OF DIRECTORS ALSO DISCUSSES ISSUES AS THEY ARISE. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process THE RETURN IS REVIEWED PRIOR TO FILING BY THE AUDIT COMMITTEE AS WELL AS THE FINANCE MANAGER AND THEN BY THE BOARD OF DIRECTORS. Form 990, Part VI, Line 8 Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO MAKE SOME ORGANIZATIONAL DECISIONS AND DOES NOT KEEP RECORD OF THEIR MEETINGS UNLESS THEY MAKE A DECISION ON SOMETHING. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et GEORGE MATELICH AND SUSAN MATELICH ARE SPOUSESGIB MYERS AND SUSAN MYERS ARE SPOUSESERIVAN HAUB AND HELGA HAUB ARE SPOUSESSEAN GERRITY'S WIFE WORKS AS AN EMPLOYEE FOR AMERICAN PRAIRIE RESERVE FRIENDS OF THE AMERICAN SERENGETI C/O FLICK GOCKE POSTFACH 10 08 52 FRANKFURT/MAIN EUROPE GM 60008 FUNDRAISING FOR AMERICAN PRAIRIE RESERVE GM 501(c)3 7 N/A false false false false false false false false false false false false true false false false false false false false FRIENDS OF THE AMERICAN SERENGETI l 1122047 FAIR VALUE FRIENDS OF THE AMERICAN SERENGETI GERMANY THE FRIENDS OF THE AMERICAN SERENGETI GERMANY (FoAS) IS AN INDEPENDENT, TAX-PRIVILEGED ORGANIZATION IN GERMANY FORMED TO PROVIDE SUPPORTING FUNDS FOR THE RESERVE. THE FoAS WAS FORMED JANUARY 24, 2011, AND IS GOVERNED BY ITS OWN, SEPARATE BOARD OF DIRECTORS, OF WHICH THE RESERVE CURRENTLY HOLDS TWO OF THE SEVEN POSITIONS. BEFORE FUNDS CAN BE TRANSFERRED FROM FoAS TO THE RESERVE, THE FoAS BOARD OF DIRECTORS WILL ENSURE THAT THE RESERVE WILL USE THE FUNDS IN ACCORDANCE WITH THE GERMANY CHARITY LAW AND PROVISIONS OF THE COOPERATION AGREEMENT BETWEEN FoAS AND THE RESERVE. IN 2010, THE RESERVE PAID $53,644 IN LEGAL FEES TO ASSIST WITH THE FORMATION OF FoAS. IN 2011, FoAS RAISED AND TRANSFERRED $199,850 TO THE RESERVE. IN 2012, FoAS RAISED AND TRANSFERRED $1,122,047 TO THE RESERVE.