PRICKLY PEAR LAND TRUST: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PRICKLY PEAR LAND TRUST (EIN 81-0506868)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349309428
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T15:58:30-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810385940 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 596241040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810506868 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICKLY PEAR LAND TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRIC | NameControl |
| Phone | 4064420490 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 892 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59624 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW BAUR | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4064420490 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAULA R JACQUES | Name |
| PTIN | P00102076 | PTIN |
| Phone | 4064421040 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW BAUR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 892 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59624 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1322628 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PRICKLYPEARLT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | VOLUNTARY PRESERVATION OF OPEN SPACE THROUGH PARTNERSHIPS WITH PUBLIC AGENCIES AND INDIVIDUALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 275 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 965972 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1183108 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25890 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 30704 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2051 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4988 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 59458 | OtherRevenuePriorYear |
| Other Revenue Current Year | 55439 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1053371 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1274239 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 211326 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 216267 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 78976 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 751035 | OtherExpensePriorYear |
| Other Expenses Current Year | 593573 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 962361 | TotalExpensesPriorYear |
| Total Expenses Current Year | 809840 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 91010 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 464399 | RevenuesLessExpensesCY |
| Total Assets BOY | 1178604 | TotalAssetsBOY |
| Total Assets EOY | 1815926 | TotalAssetsEOY |
| Total Liabilities BOY | 344406 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 476695 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 834198 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1339231 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 86417 | Expense |
| Revenue | 7466 | Revenue |
| Description | LAND PRESERVATION - PLANNING & ACQUISITION/DONATION OF LAND FOR PERMANENT PROTECTION. 2012 ACQUISITIONS INCLUDED THREE ADDITIONAL LAND PARCELS: ONE LOCATED ALONG PRICKLY PEAR CREEK IN MONTANA CITY VALUED AT $77,752 AS PART OF PPLT'S EFFORTS TO RECLAIM AND PRESERVE THE PRICKLY PEAR WATERSHED, DONATED BY THE OWNER; ADDITIONAL PROPERTY ON MT ASCENSION WAS ACQUIRED THROUGH A COMBINATION OF GRANT FUNDS OF $90,000 AND A CONTRIBUTED VALUE OF $40,000; AND A THIRD PARCEL KNOWN AS ASPEN TRAILS PARK WAS ACQUIRED WITH GRANT FUNDS OF $190,000 AS PART OF A LARGER LAND PROJECT THAT INCLUDED ACQUISITION OF A CONSERVATION EASEMENT ON 230 ACRES ADJACENT TO THE PARK. THE TOTAL VALUE OF LAND PRESERVED WAS $397,752. THIS AMOUNT IS NOT INCLUDED AS PROGRAM EXPENSE AS THE LAND WAS HELD BY PPLT IN 2012 AS CONSERVATION LAND HELD FOR FUTURE SALE OR DONATION. PPLT INCURRED ADDITIONAL EXPENSES OF $86,417 IN SUPPORT OF THESE AND OTHER LAND CONSERVATION EFFORTS IN 2012. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 140521 | Expense |
| Revenue | 10775 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 354366 | Expense |
| Description | CONSERVATION EASEMENT ACQUISITION AND MONITORING COSTS INCLUDE ANNUAL MONITORING COSTS OF $3,491 FOR THE 15 EASEMENTS HELD ON 3,694 ACRES. PROGRAM EXPENSES ABOVE INCLUDE $304,500, REPRESENTING THE APPRAISED VALUE OF THE 230 ACRE CONSERVATION EASEMENT RECEIVED DURING 2012, OBTAINED THROUGH LEWIS & CLAKRK COUNTY OPENS SPACE BOND PROCEEDS. OTHER COSTS INCLUDED OUTREACH EFFORTS IN WORKING WITH LANDOWNERS INTERESTED IN PLACING EASEMENTS ON THEIR LAND. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 23941 | Expense |
| Revenue | 13845 | Revenue |
| Description | TRAILS PROGRAM - PLAN DEVELOPMENT, CONSTRUCTION & MAINTENANCE, CONDUCTED WITH ASSISTANCE OF APPROXIMATELY 150 VOLUNTEERS. PROGRAM REVENUE IS COMPRISED OF CONTRACT WITH CITY OF HELENA FOR TRAIL DEVELOPMENT & MAINTENANCE & MISC REIMBURSEMENTS OF $1382. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 23941 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 13845 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 605245 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW BAUR EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4064420490 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 892 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59624 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SARAH JAEGER | ||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 |
| JONATHAN KRAUSS | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| PAULA JACQUES | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| LEROY SCHRAMM | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| KEN EDEN | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| CONNIE COLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM UTTERBACK | ||||||
| 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 | |
| CHRIS HUNTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN BEAVER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ADRIENNE JARRETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ERIN MCGUINNESS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDY BAUR | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 51000 | 0 | 7848 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 51000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7848 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 7477 | FederatedCampaigns |
| Membership Dues | 106840 | MembershipDues |
| Fundraising Events | 82414 | FundraisingEvents |
| Government Grants | 536643 | GovernmentGrants |
| All Other Contributions | 449734 | AllOtherContributions |
| Noncash Contributions | 117752 | NoncashContributions |
| Total Contributions | 1183108 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MALT CONFERENCE & OTHE | 541900 | 18241 | 18241 |
| TRAILS CONTRACT | 811000 | 12463 | 12463 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 30704 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4988 | TotalRevenueColumn |
| Exclusion | $4,988 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 94090 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 82414 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 45476 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 48614 | TotalRevenueColumn |
| Exclusion | $48,614 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 8356 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2913 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5443 | TotalRevenueColumn |
| Exclusion | $5,443 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1382 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1382 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1382 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1274239 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32086 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $59,045 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52020 | Total |
| Program Services | 26010 | ProgramServices |
| Management And General | 20808 | ManagementAndGeneral |
| Fundraising | 5202 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120545 | Total |
| Program Services | 41403 | ProgramServices |
| Management And General | 41356 | ManagementAndGeneral |
| Fundraising | 37786 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2069 | Total |
| Program Services | 475 | ProgramServices |
| Management And General | 894 | ManagementAndGeneral |
| Fundraising | 700 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26696 | Total |
| Program Services | 10028 | ProgramServices |
| Management And General | 12066 | ManagementAndGeneral |
| Fundraising | 4602 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14937 | Total |
| Program Services | 5435 | ProgramServices |
| Management And General | 4436 | ManagementAndGeneral |
| Fundraising | 5066 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4921 | Total |
| Program Services | 4691 | ProgramServices |
| Management And General | 230 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3340 | Total |
| Management And General | 3340 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35944 | Total |
| Program Services | 26672 | ProgramServices |
| Management And General | 6069 | ManagementAndGeneral |
| Fundraising | 3203 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23482 | Total |
| Program Services | 2854 | ProgramServices |
| Management And General | 8195 | ManagementAndGeneral |
| Fundraising | 12433 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12854 | Total |
| Program Services | 4079 | ProgramServices |
| Management And General | 4740 | ManagementAndGeneral |
| Fundraising | 4035 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6160 | Total |
| Program Services | 659 | ProgramServices |
| Management And General | 5233 | ManagementAndGeneral |
| Fundraising | 268 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9008 | Total |
| Program Services | 9008 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4449 | Total |
| Management And General | 4449 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| VALUE OF CONSERVATION E | 320578 | 320578 | ||
| MT ASSOCIATION OF LAND | 140521 | 140521 | ||
| DUES/FEES & MISC | 22112 | 2628 | 13803 | 5681 |
| TITLE FEES & PROPERTY T | 10204 | 10204 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 809840 | Total |
| Program Services | 605245 | ProgramServices |
| Management And General | 125619 | ManagementAndGeneral |
| Fundraising | 78976 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102011 | BOY |
| EOY | 175088 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129364 | BOY |
| EOY | 143054 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51529 | BOY |
| EOY | 98879 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3199 | BOY |
| EOY | 12543 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1717 | BOY |
| EOY | 7350 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 650 | BOY |
| EOY | 6657 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 30469 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24403 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4528 | BOY |
| EOY | 6066 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85606 | BOY |
| EOY | 40837 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800000 | BOY |
| EOY | 1325452 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178604 | BOY |
| EOY | 1815926 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25555 | BOY |
| EOY | 52487 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 127700 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318851 | BOY |
| EOY | 296508 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344406 | BOY |
| EOY | 476695 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 723877 | BOY |
| EOY | 1247249 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110071 | BOY |
| EOY | 91732 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250 | BOY |
| EOY | 250 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 834198 | BOY |
| EOY | 1339231 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178604 | BOY |
| EOY | 1815926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 464399 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 9367 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 8580 | ReconcilationDonatedServices |
| Reconcilation Other Changes | 22687 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 625422 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 671150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 557687 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 965972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1183108 | CurrentTaxYear |
| Total | 4003339 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 625422 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 671150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 557687 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 965972 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1183108 | CurrentTaxYear |
| Total | 4003339 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9448 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3993891 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3413 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2895 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2051 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4988 | CurrentTaxYear |
| Total | 17592 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 4566 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 704 | CurrentTaxYearMinus2Years |
| Current Tax Year | 1382 | CurrentTaxYear |
| Total | 6652 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4027583 | TotalSupport |
| Gross Receipts From Admissions Etc | 905620 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98420 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2086 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 2086 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 807754 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 809840 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 146476 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 36619 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 134980 | CurrentYearMinus3 |
| Current Year Minus2 | 189654 | CurrentYearMinus2 |
| Current Year Minus1 | 169354 | CurrentYearMinus1 |
| Current Year | 146476 | CurrentYear |
| Total | 640464 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $960,696 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 7668 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Current Year Minus1 | 10750 | CurrentYearMinus1 |
| Current Year | 2086 | CurrentYear |
| Total | 20504 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 33745 | CurrentYearMinus3 |
| Current Year Minus2 | 47413 | CurrentYearMinus2 |
| Current Year Minus1 | 42339 | CurrentYearMinus1 |
| Current Year | 36619 | CurrentYear |
| Total | 160116 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $240,174 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1160 | CurrentYearMinus3 |
| Current Year Minus2 | 0 | CurrentYearMinus2 |
| Total | 1160 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 15 | TotalNumberOfEasements |
| Total Acreage | 3694.00 | TotalAcreage |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 84.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 3491 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 0 | BeginningBalance |
| Additions During Year | 127700 | AdditionsDuringYear |
| Distributions During Year | 0 | DistributionsDuringYear |
| Ending Balance | 127700 | EndingBalance |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63375 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3813 | InvestmentEarningsOrLosses |
| End Of Year Balance | 67188 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 284 | BeginningOfYearBalance |
| End Of Year Balance | 284 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 284 | BeginningOfYearBalance |
| End Of Year Balance | 284 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 283 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1 | InvestmentEarningsOrLosses |
| End Of Year Balance | 284 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 280 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3 | InvestmentEarningsOrLosses |
| End Of Year Balance | 283 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17536 | OtherCostOrOtherBasis |
| Depreciation | 11759 | Depreciation |
| Book Value | 5777 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12933 | OtherCostOrOtherBasis |
| Depreciation | 12644 | Depreciation |
| Book Value | 289 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6066 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (9 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONSERVATION LAND - WATERLINE | 15000 |
| MT ASCENSION LOT 12 | 165000 |
| MT ASCENSION LOT 13 | 165000 |
| BEAVER POND PARCEL | 260000 |
| MT ASCENSION LOT 16 | 195000 |
| ASPEN TRAILS PARK | 190000 |
| MCCABE PARCEL | 77752 |
| ARROWROOT-DOUBEK/PYFER PARCEL | 130000 |
| FISCAL AGENT CASH | 127700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1325452 | TotalBookValueOtherAssets |
| Tot Revenue Etc Audited Fincl Stmt | 1150495 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 9367 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 8580 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 45476 | OtherRevenues |
| Revenue Not Rptd F990 | 63423 | RevenueNotRptdF990 |
| Revenue Subtotal | 1087072 | RevenueSubtotal |
| Other Revenues Not Included | 187167 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 187167 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1274239 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 714795 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 45476 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 45476 | ExpensesNotRptdF990 |
| Expenses Subtotal | 669319 | ExpensesSubtotal |
| Other Expenses Not Included | 140521 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 140521 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 809840 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES: | 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 2012 BALANCE WAS $85,456. |
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | 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. 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. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE COMPRISED TO TWO ACCOUNTS. ONE (NOT PREVIOUSLY REPORTED WITH A 2012 BALANCE OF $66,904) 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES NETTED ON FORM 990 45,476. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE OF MALT NOT INCLUDED ON AUDITED FINANCIAL STATEMENTS 187,167. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES NETTED WITH REVENUE ON FORM 990, INCLUDING IN-KIND OF $8,580 45,476. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MALT PROGRAM EXPENSES NOT INCLUDED IN AUDITED FINANCIAL STATEMENTS 140,521. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DON'T FENCE ME IN TRAIL RUN | NameOfEvent1 |
| Gross Receipts Event1 | 39205 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 19891 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19314 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 643 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 335 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 13434 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HARVEST MOON DINNER & ACUTION | NameOfEvent2 |
| Gross Receipts Event2 | 137299 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 62523 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 74776 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 2108 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 12633 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 16323 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 176504 | GrossReceiptsTotal |
| Charitable Contributions Total | 82414 | CharitableContributionsTotal |
| Gross Revenue Total Events | 94090 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2751 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 12968 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 29757 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 45476 | DirectExpenseSummaryEvents |
| Net Income Summary | 48614 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC - P JACQUES PPLT TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | PPLT TREASURER IS A MINORITY SHAREHOLDER OF ANDERSON ZURMUEHLEN | Relationship |
| Amount Of Transaction | 2690 | AmountOfTransaction |
| Description Of Transaction | ANDERSON ZURMUEHLEN PREPARES THE ORGANIZATION'S FORM 990 AND PROVIDES LIMITED ACCOUNTING SERVICES UPON REQUEST. THE TREASURER ASSISTS IN THE COMPLETION OF THE TAX RETURN. A PORTION OF THE SERVICES PROVIDED IS DONATED BY ANDERSON ZURMUEHLEN. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 117752 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE POLICY REGARDING ACCEPTANCE & PROCESSING OF CONSERVATION EASEMENTS OR CONSERVATION LAND INCLUDES COMPLETION OF AN APPRAISAL BY A QUALIFIED INDIVIDUAL THAT SATISFIES REGULATORY REQUIREMENTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT TO PREVIOUSLY RECORDED REVENUE 22,687. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XII, LINE 2 B | THE FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING A FIN 48 STATEMENT OF UNCERTAIN TAX POSITIONS. | FINANCIAL STATEMENT REPORTING FIN 48 |
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