2012-08-07T11:51:27-05:00 2011-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2011-01-01 363479966 FLATHEAD LAND TRUST FLAT 4067528293 PO BOX 1913 KALISPELL MT 59903 ALISON YOUNG 4067528293 2012-07-23 1 GREGORY PECK P00668992 4067553681 2012-07-18 2011 2016-02-24 21:20:13Z ALISON YOUNG PO BOX 1913 KALISPELL MT 59903 767261 0 X WWW.FLATHEADLANDTRUST.ORG X 1985 MT FLATHEAD LAND TRUST IS DEDICATED TO THE CONSERVATION OF NORTHWEST MONTANA'S LAND AND WATER THROUGH VOLUNTARY AGREEMENTS WITH PRIVATE LANDOWNERS. 8 8 7 20 0 0 784757 721087 2500 44416 1694 1758 5101 0 794052 767261 106737 0 0 0 196969 186337 0 0 22251 673953 625054 977659 811391 -183607 -44130 495953 430001 34069 14017 461884 415984 X FLATHEAD LAND TRUST IS DEDICATED TO THE CONSERVATION OF NORTHWEST MONTANA'S LAND AND WATER LEGACY THROUGH VOLUNTARY AGREEMENTS WITH PRIVATE LAND OWNERS. FLT'S PRIMARY PROGRAM SERVICE IS PRIVATE LAND CONSERVATION THROUGH VOLUNTARY AGREEMENTS WITH LANDOWNERS (CONSERVATION EASEMENTS); WITHIN THAT PROGRAM SERVICE FLT DEVELOPS, NEGOTIATES, AND ACCEPTS DONATED CONSERVATION EASEMENTS. IN ADDITION WITH BOTH PRIVATE AND FEDERAL FUNDS, FLT PURCHASES CONSERVATION EASEMENTS. NONE OF THE ACTIVITIES ARE NEW IN THE 2011 TAX YEAR. 0 0 736671 44416 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. 8536 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. 745207 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 7 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JORDAHL & SLITER PLLC 4067521040 2 SUNSET PLAZA KALISPELL MT 59901 JIM REGNIER 5.00 X X 0 0 0 SUSAN SHERMAN 2.00 X X 0 0 0 MUFFIE THOMSON 1.00 X X 0 0 0 EDD BLACKLER 2.00 X 0 0 0 DENNIS HATTON 0.50 X 0 0 0 DON HAUTH 4.00 X 0 0 0 DEAN SIRUCEK 1.00 X 0 0 0 ALISON YOUNG 4.00 X X 0 0 0 RICHARD KUHL 0.50 X 0 0 0 DAVID SANDLER 1.00 X 0 0 0 MARILYN WOOD 40.00 X 54219 0 0 54219 0 0 0 0 0 0 0 46557 513975 160555 721087 PROGRAM SERVICE FEES 900099 44416 44416 44416 1758 1758 767261 44416 0 1758 54219 43375 6506 4338 122321 97857 14679 9785 9797 7838 1176 783 9894 9894 6120 6120 8510 6808 1022 680 15812 12650 1897 1265 4745 3796 569 380 4664 3731 560 373 1179 943 141 95 3095 2476 371 248 EASEMENT PROJECT EXPENS 556901 556901 DUES AND SUBSCRIPTIONS 6505 5204 781 520 MISCELLANEOUS 4208 3628 217 363 FUNDRAISING 3421 3421 811391 745207 43933 22251 67787 70716 62451 32661 4505 4350 810 9818 8084 1662 1734 359548 319730 495953 430001 34069 14017 34069 14017 X 435331 150072 1433 240792 25120 25120 461884 415984 495953 430001 X -44130 -1770 X 0 1 1 X 1 1 X 161828 243708 1354003 784757 721087 3265383 2500 44416 46916 161828 243708 1354003 787257 765503 3312299 0 0 0 3312299 18000 12157 8404 7628 1758 47947 18000 12157 8404 7628 1758 47947 10547 4800 61270 52 76669 190375 260665 1423677 794937 767261 3436915 0.96370 0.01400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 49 10336.00 1 1 280.00 8536 51553 -65 51488 49120 1000 2935 1502 51553 49120 5204 5204 49120 0.49880 0.48790 0.01330 0 0 9818 8084 1734 1734 767261 811391 -44130 -1770 -1770 -45900 2866270 -1770 17722 2083057 2099009 767261 0 767261 2912170 17722 2083057 2100779 811391 0 811391 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,770.