FLATHEAD LAND TRUST INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FLATHEAD LAND TRUST INC (EIN 36-3479966)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-07
- IRS object ID
- 201232209349300628
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-07T11:51:27-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810348775 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIERCLARKCAMPANELLASTEVENSPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9047 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363479966 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLATHEAD LAND TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FLAT | NameControl |
| Phone | 4067528293 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1913 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALISON YOUNG | Name |
| Title | PRESIDENT | Title |
| Phone | 4067528293 | Phone |
| Date Signed | 2012-07-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY PECK | Name |
| PTIN | P00668992 | PTIN |
| Phone | 4067553681 | Phone |
| Date Prepared | 2012-07-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALISON YOUNG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1913 | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 767261 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FLATHEADLANDTRUST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | FLATHEAD LAND TRUST IS DEDICATED TO THE CONSERVATION OF NORTHWEST MONTANA'S LAND AND WATER THROUGH VOLUNTARY AGREEMENTS WITH PRIVATE LANDOWNERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 784757 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 721087 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2500 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 44416 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1694 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1758 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5101 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 794052 | TotalRevenuePriorYear |
| Total Revenue Current Year | 767261 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 106737 | 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 | 196969 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 186337 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 22251 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 673953 | OtherExpensePriorYear |
| Other Expenses Current Year | 625054 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 977659 | TotalExpensesPriorYear |
| Total Expenses Current Year | 811391 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -183607 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -44130 | RevenuesLessExpensesCY |
| Total Assets BOY | 495953 | TotalAssetsBOY |
| Total Assets EOY | 430001 | TotalAssetsEOY |
| Total Liabilities BOY | 34069 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14017 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 461884 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 415984 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. NONE OF THE ACTIVITIES ARE NEW IN THE 2011 TAX YEAR. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 736671 | Expense |
| Revenue | 44416 | Revenue |
| Description | CONSERVATION. IN 2011, 4 PROPERTIES WITH PRIORITY CONSERVATION VALUES WERE PERMANENTLY PROTECTED BY CONSERVATION EASEMENTS. ONE OF THESE PROPERTIES INVOLVED A BARGAIN SALE PURCHASE USING BOTH FEDERAL AND NON-FEDERAL FUNDS TO PROTECT NEARLY 1.5 MILES OF THE FLATHEAD RIVER AND RIPARIAN HABITAT IMPORTANT TO NATIVE FISH SPECIES. IMPORTANT SOILS AND TRADITIONAL AGRICULTURAL USES WERE ALSO PERMANENTLY PROTECTED. THE OTHER 3 PROJECTS INVOLVED DONATED CONSERVATION EASEMENTS PROTECTING A CERTIFIED AMERICAN TREE FARM, PORTIONS OF A WATERSHED ABOVE A NATURAL LAKE WITH EXCEPTIONAL WATER QUALITY AND RECREATION VALUES, AND CRITICAL WETLANDS WITHIN A UNIQUE FOREST HABITAT IDENTIFIED BY MONTANA NATURAL HERITAGE AS AN IMPERILED HABITAT. ALL OF THESE PROJECTS KEEP THE PROPERTIES IN PRIVATE OWNERSHIP, MAINTAIN TRADITIONAL AGRICULTURAL USES WHILE PROTECTING OPEN SPACE, WILDLIFE HABITAT AND WATER QUALITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8536 | Expense |
| Description | STEWARDSHIP. ANNUAL MONITORING OF CONSERVATION EASEMENTS WAS COMPLETED BY PROFESSIONAL STAFF AND 2 VOLUNTEERS ON ALL 45 PROPERTIES. 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. STAFF AND ATTORNEYS CONTINUED TO ADDRESS AN ISSUE WITH ONE PROPERTY. A THOROUGH REVIEW OF ALL BASELINE REPORT REQUIRED FOR EXISTING EASEMENTS WAS COMPLETED AS PART OF FLTS PROCESS TOWARDS NATIONAL ACCREDITATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 745207 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 0 | 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 | 0 | 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 | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 7 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | 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 | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORDAHL & SLITER PLLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4067521040 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SUNSET PLAZA | AddressLine1 |
| City | KALISPELL | City |
| State | MT | State |
| ZIP Code | 59901 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JIM REGNIER | ||||||
| PRESIDENT - PAST | 5.00 | X | X | 0 | 0 | 0 |
| SUSAN SHERMAN | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| MUFFIE THOMSON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| EDD BLACKLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DENNIS HATTON | ||||||
| DIRECTOR - PAST | 0.50 | X | 0 | 0 | 0 | |
| DON HAUTH | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| DEAN SIRUCEK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALISON YOUNG | ||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 |
| RICHARD KUHL | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DAVID SANDLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARILYN WOOD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 54219 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 54219 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | 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 |
| Membership Dues | 46557 | MembershipDues |
| Government Grants | 513975 | GovernmentGrants |
| All Other Contributions | 160555 | AllOtherContributions |
| Total Contributions | 721087 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 44416 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44416 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 44416 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1758 | TotalRevenueColumn |
| Exclusion | $1,758 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 767261 | TotalRevenueColumn |
| Related Or Exempt Function Income | 44416 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,758 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54219 | Total |
| Program Services | 43375 | ProgramServices |
| Management And General | 6506 | ManagementAndGeneral |
| Fundraising | 4338 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122321 | Total |
| Program Services | 97857 | ProgramServices |
| Management And General | 14679 | ManagementAndGeneral |
| Fundraising | 9785 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9797 | Total |
| Program Services | 7838 | ProgramServices |
| Management And General | 1176 | ManagementAndGeneral |
| Fundraising | 783 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9894 | Total |
| Management And General | 9894 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6120 | Total |
| Management And General | 6120 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8510 | Total |
| Program Services | 6808 | ProgramServices |
| Management And General | 1022 | ManagementAndGeneral |
| Fundraising | 680 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15812 | Total |
| Program Services | 12650 | ProgramServices |
| Management And General | 1897 | ManagementAndGeneral |
| Fundraising | 1265 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4745 | Total |
| Program Services | 3796 | ProgramServices |
| Management And General | 569 | ManagementAndGeneral |
| Fundraising | 380 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4664 | Total |
| Program Services | 3731 | ProgramServices |
| Management And General | 560 | ManagementAndGeneral |
| Fundraising | 373 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1179 | Total |
| Program Services | 943 | ProgramServices |
| Management And General | 141 | ManagementAndGeneral |
| Fundraising | 95 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3095 | Total |
| Program Services | 2476 | ProgramServices |
| Management And General | 371 | ManagementAndGeneral |
| Fundraising | 248 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EASEMENT PROJECT EXPENS | 556901 | 556901 | ||
| DUES AND SUBSCRIPTIONS | 6505 | 5204 | 781 | 520 |
| MISCELLANEOUS | 4208 | 3628 | 217 | 363 |
| FUNDRAISING | 3421 | 3421 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 811391 | Total |
| Program Services | 745207 | ProgramServices |
| Management And General | 43933 | ManagementAndGeneral |
| Fundraising | 22251 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67787 | BOY |
| EOY | 70716 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62451 | BOY |
| EOY | 32661 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4505 | BOY |
| EOY | 4350 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 810 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9818 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8084 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1662 | BOY |
| EOY | 1734 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 359548 | BOY |
| EOY | 319730 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495953 | BOY |
| EOY | 430001 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34069 | BOY |
| EOY | 14017 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34069 | BOY |
| EOY | 14017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 435331 | BOY |
| EOY | 150072 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1433 | BOY |
| EOY | 240792 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25120 | BOY |
| EOY | 25120 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461884 | BOY |
| EOY | 415984 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495953 | BOY |
| EOY | 430001 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -44130 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1770 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 161828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 243708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1354003 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 784757 | CurrentTaxYearMinus1Year |
| Current Tax Year | 721087 | CurrentTaxYear |
| Total | 3265383 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 44416 | CurrentTaxYear |
| Total | 46916 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 161828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 243708 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1354003 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 787257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 765503 | CurrentTaxYear |
| Total | 3312299 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 3312299 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12157 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8404 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7628 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1758 | CurrentTaxYear |
| Total | 47947 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12157 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8404 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7628 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1758 | CurrentTaxYear |
| Total | 47947 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10547 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4800 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 52 | CurrentTaxYearMinus1Year |
| Total | 76669 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 190375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 260665 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1423677 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 794937 | CurrentTaxYearMinus1Year |
| Current Tax Year | 767261 | CurrentTaxYear |
| Total | 3436915 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96370 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.01400 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 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 | 49 | TotalNumberOfEasements |
| Total Acreage | 10336.00 | TotalAcreage |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 280.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 8536 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51553 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -65 | InvestmentEarningsOrLosses |
| End Of Year Balance | 51488 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49120 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| Investment Earnings Or Losses | 2935 | InvestmentEarningsOrLosses |
| Other Expenditures | 1502 | OtherExpenditures |
| End Of Year Balance | 51553 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49120 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5204 | InvestmentEarningsOrLosses |
| Other Expenditures | 5204 | OtherExpenditures |
| End Of Year Balance | 49120 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.49880 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.48790 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01330 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9818 | OtherCostOrOtherBasis |
| Depreciation | 8084 | Depreciation |
| Book Value | 1734 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1734 | TotalOfBookValueLandBuildings |
| Total Revenue | 767261 | TotalRevenue |
| Total Expenses | 811391 | TotalExpenses |
| Excess Or Deficit For Year | -44130 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1770 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1770 | TotalAdjustments |
| Excess Or Deficit Per FS | -45900 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2866270 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1770 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 17722 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 2083057 | OtherRevenues |
| Revenue Not Rptd F990 | 2099009 | RevenueNotRptdF990 |
| Revenue Subtotal | 767261 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 767261 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2912170 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 17722 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 2083057 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2100779 | ExpensesNotRptdF990 |
| Expenses Subtotal | 811391 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 811391 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 XII LINE 2D: VALUE OF DONATED EASEMENT PART XIII LINE 2D: VALUE OF DONATED EASEMENT |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,770. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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