2012-11-15T12:04:56-06:00 2011-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2011-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 ANDREW BAUR 4064420490 2012-11-14 1 PAULA R JACQUES P00102076 4064421040 2012-11-14 2011 2016-02-24 21:20:13Z ANDREW BAUR PO BOX 892 HELENA MT 59624 1092930 0 X WWW.PRICKLYPEARLT.ORG X 1996 MT VOLUNTARY PRESERVATION OF OPEN SPACE THROUGH PARTNERSHIPS WITH PUBLIC AGENCIES AND INDIVIDUALS. 14 14 8 0 0 0 557687 965972 17000 25890 2895 2051 89018 59458 666600 1053371 12400 0 0 0 256997 211326 0 0 68257 877142 751035 1146539 962361 -479939 91010 1017901 1178604 278021 344406 739880 834198 X 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. 0 0 207459 LAND PRESERVATION - PLANNING & ACQUISITION/DONATION OF LAND FOR PERMANENT PROTECTION. 2011 ACQUISITIONS INCLUDED TWO ADDITIONAL LAND PARCELS: ONE LOCATED ON MOUNT ASCENSION VALUED AT $195,000 EXPANDS EXISTING PUBLIC OPEN SPACE, ACQUIRED USING GRANT FUNDS AND OWNER NON-CASH CONTRIBUTION OF $15,000; THE OTHER PARCEL WAS DONATED BY THE OWNER WITH AN APPRAISED VALUE OF $260,000, AND IS PLANNED FOR EDUCATIONAL AND RECREATIONAL USE. PPLT CONTINUES TO EXPLORE OPPORTUNITIES TO TRANSFER BOTH TO PUBLIC OWNERSHIP. BOTH PARCELS ARE REPORTED AS PPLT ASSETS PENDING TRANSFER THUS ARE NOT INCLUDED IN THE EXPENSES REPORTED ABOVE. IN 2011 PPLT ALSO TRANSFERRED LAND LOCATED ON MT ASCENSION TO THE CITY TO PROTECT THE VIEWSHED BEHIND THE STATE CAPITOL. EXPENSES ABOVE INCLUDE $191,000 FOR THIS NONCASH TRANSFER. 168088 15275 OUTREACH & EDUCATION REGARDING OPEN SPACE ISSUES IN THE COMMUNITY, INCLUDING SUPPORT FOR & THE ACTIVITIES OF THE MONTANA ASSOCIATION OF LAND TRUSTS. 319742 CONSERVATION EASEMENT ACQUISITION AND MONITORING COSTS INCLUDE ANNUAL MONITORING COSTS OF $1,785 FOR THE 15 EASEMENTS HELD ON 3,467 ACRES. PROGRAM EXPENSES ABOVE INCLUDE $309,000, REPRESENTING THE APPRAISED VALUE OF THE 260 ACRE CONSERVATION EASEMENT RECEIVED DURING 2011, OBTAINED THROUGH LEWIS & CLAKRK COUNTY OPENS SPACE BOND PROCEEDS AND AN IN-KIND DONATION OF $24,500. OTHER COSTS INCLUDED OUTREACH EFFORTS IN WORKING WITH LANDOWNERS INTERESTED IN PLACING EASEMENTS ON THEIR LAND. 16339 10615 TRAILS PROGRAM - PLAN DEVELOPMENT, CONSTRUCTION & MAINTENANCE, CONDUCTED WITH ASSISTANCE OF APPROXIMATELY 150 VOLUNTEERS. PROGRAM REVENUE INCLUDES $3,212 FROM CONTRACT WITH CITY OF HELENA FOR TRAIL DEVELOPMENT & MAINTENANCE AND MISC. PROGRAM REIMBURSEMENTS. 16339 10615 711628 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 13 0 8 1 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 0 0 0 1 1 0 0 0 1 1 0 0 X ANDREW BAUR EXECUTIVE DIRECTOR 4064420490 PO BOX 892 HELENA MT 59624 SARAH JAEGER 4.00 X X 0 0 0 JONATHAN KRAUSS 2.00 X X 0 0 0 PAULA JACQUES 2.00 X X 0 0 0 TERRY COHEA 2.00 X X 0 0 0 MICHELE BAZANELLA 1.00 X 0 0 0 KEN EDEN 1.00 X 0 0 0 CONNIE COLE 1.00 X 0 0 0 TOM LIKENS 1.00 X 0 0 0 DAWN NORTH 1.00 X 0 0 0 BOB PERSON 1.00 X 0 0 0 LEROY SCHRAMM 1.00 X 0 0 0 JIM UTTERBACK 1.00 X 0 0 0 JANE KOLLMEYER 1.00 X 0 0 0 CHRIS HUNTER 1.00 X 0 0 0 ANDY BAUR 40.00 X 49461 0 0 49461 0 0 0 0 0 0 0 8873 96258 58948 336029 465864 299500 965972 MALT CONFERENCE & OTHE 541900 15275 15275 TRAILS CONTRACT 811000 10615 10615 25890 2051 2051 90494 58948 36441 54053 54053 8523 3118 5405 5405 1053371 25890 0 61509 49461 24730 19784 4947 112742 16091 64444 32207 3016 3016 31232 7808 16241 7183 14875 3549 8033 3293 4701 3518 1183 13045 13045 15872 10566 3400 1906 3729 2070 1659 20667 1037 15670 3960 6222 6222 12948 4316 4316 4316 1470 412 1058 3763 370 3393 9748 9748 5128 5128 5031 4411 620 VALUE OF CONSERVATION E 309000 309000 DONATED LAND TO PUBLIC 191000 191000 MT ASSOCIATION OF LAND 123102 123102 DUES/FEES & MISC 21874 17101 4773 3735 3735 962361 711628 182476 68257 207281 102011 145779 129364 51529 2701 3199 1406 1717 650 650 24482 19954 9657 4528 75427 85606 575000 800000 1017901 1178604 20706 25555 257315 318851 278021 344406 X 643338 723877 96292 110071 250 250 739880 834198 1017901 1178604 X 91010 3308 X X 0 0 0 X 291836 625422 671150 557687 965972 3112067 291836 625422 671150 557687 965972 3112067 27744 3084323 3950 4245 3413 2895 2051 16554 4566 704 5270 3133891 812677 0.98420 0.95960 X SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: DONATED LAND AND EASEMENT DATE: 12/29/11 AMOUNT: 284500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 10750 10750 951611 962361 169354 42339 0 0 191156 134980 0 169354 495490 743235 12960 7668 0 10750 31378 47789 33745 0 42339 123873 185810 1160 0 1160 X X X 15 3467.00 0 0 0 1 1 84.00 1785 1 284 284 284 284 283 1 284 280 3 283 1 0 11549 13300 -1751 12933 6654 6279 4528 CONSERVATION LAND - WATERLINE 15000 MT ASCENSION LOT 12 165000 MT ASCENSION LOT 13 165000 BEAVER POND PARCEL 260000 MT ASCENSION LOT 16 195000 800000 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT WILL REMAIN INVESTED UNTIL SUFFICIENT FUNDS ARE AVAILABLE TO SUPPORT THE ORGANIZATION'S CHARITABLE PURPOSE. DON'T FENCE ME IN TRAIL RUN 41217 12999 28218 641 128 7815 HARVEST MOON DINNER & ACUTION 108225 45949 62276 1488 11853 14516 149442 58948 90494 2129 11981 22331 36441 54053 ANDERSON ZURMUEHLEN AND CO PC - PAULA JACQUES TREASURERDIRECTOR PPLT PAULA JACQUES IS A MINORITY SHAREHOLDER OF ANDERSON ZURMUEHLEN. 0 ANDERSON ZURMUEHLEN PREPARES THE ORGANIZATION'S FORM 990. PAULA JACQUES ASSISTS IN THE COMPLETION OF THE TAX RETURN. A PORTION OF THESE SERVICES ARE DONATED. 0 X 1 5532 VALUE PER BROKER X 1 284500 QUALIFIED APPRAISAL X 2 275000 QUALIFIED APPRAISAL 0 1 0 THIRD PARTY USE: PART I, LINE 32B: THE POLICY REGARDING ACCEPTANCE & PROCESSING OF CONSERVATION EASEMENTS OR CONSERVATION LAND INCLUDES COMPLETION OF AN APPRAISAL BY A QUALIFIED INDIVIDUAL THAT SATISFIES REGULATORY REQUIREMENTS. 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 ALL BOARD MEMBERS RECEIVED A COPY OF THE FORM 990 PRIOR TO ITS FILING, AND IT IS REVIEWED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION IS REVIEWING CURRENT POLICIES & PLANS TO REVIEW THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15A 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 847. RECLASS AMOUNT DUE TO AFFILIATE 2,461. TOTAL TO FORM 990, PART XI, LINE 5: 3,308. FINANCIAL STATEMENT REPORTING FIN 48 PART XII, LINE 2 B THE FINANCIAL STATEMENTS DO NOT CONTAIN A FOOTNOTE REGARDING A FIN 48 STATEMENT OF UNCERTAIN TAX POSITIONS.