2011-11-15T16:33:07-06:00 2010-12-31 GALUSHA HIGGINS & GALUSHA PC 777 EAST MAIN STE 201 BOZEMAN MT 59715 990 2010-01-01 810541893 AMERICAN PRAIRIE FOUNDATION INC AMER 4065854600 PO BOX 908 BOZEMAN MT 597710908 SEAN GERRITY 4065854600 2011-11-04 1 WAYNE IWEN 4065862386 2011-11-04 2010 2016-03-07 17:11:31Z SEAN GERRITY PO BOX 908 BOZEMAN MT 597710908 12796045 0 X WWW.AMERICANPRAIRIE.ORG X 2001 MT THE FOUNDATION'S MISSION IS TO ACQUIRE, HOLD AND MANAGE PROPERTIES FOR A PRAIRIE RESERVE. THE FOUNDATION'S GOAL IS TO RESTORE AND CONSERVE NATIVE PRAIRIE LANDS IN NORTHEASTERN MONTANA THROUGH PRIVATE-PUBLIC PARTNERSHIP. 13 12 26 20 0 0 3611887 11844542 0 0 46501 14813 44554 127260 3702942 11986615 1000 0 0 0 1588087 1509864 0 0 966604 1190312 1517245 2779399 3027109 923543 8959506 23423737 33267671 7956620 8842218 15467117 24425453 THE FOUNDATION'S MISSION IS TO MEET THE NEED FOR A NONPROFIT LAND TRUST TO ACQUIRE, HOLD AND MANAGE PROPERTIES FOR THE AMERICAN PRAIRIE RESERVE. 0 0 619553 LAND ACQUISITION - INCLUDES A PORTION OF SALARIES AND PAYMENT OF PROFESSIONAL FEES DEDICATED TO LAND ACQUISITION TO FULFILL THE ORGANIZATION'S MISSION. 547284 RESERVE AREA MANAGEMENT AND ECONOMIC/EDUCATIONAL PROGRAMS 37513 BISON PROGRAM 1204350 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 19 0 26 1 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JENNIFER HAMMOND 4065854600 104 E MAIN ST SUITE 202 BOZEMAN MT 59715 ANN DEBUSK X 0 0 0 ELIZABETH RUML X X 0 0 0 STEPHANIE AMBROSE TUBBS X 0 0 0 GIB MYERS X X 0 0 0 CLYDE ASPEVIG X 0 0 0 JEFF MILLER X 0 0 0 SUSAN MYERS X 0 0 0 DARRELL TUNNICLIFF X 0 0 0 SEAN GERRITY 40.00 X X X 174500 0 17818 GEORGE MATELICH X 0 0 0 SUSAN MATELICH X 0 0 0 JAY ABBE X 0 0 0 BILL LIVELY X 0 0 0 ERIVAN HAUB X 0 0 0 HELGA HAUB X 0 0 0 KEITH ANDERSON X 0 0 0 RICHARD DOLAN 40.00 X 144375 0 17723 M JEFF HAGENER 40.00 X 117344 0 6553 436219 0 42094 3 0 1 0 BBG CONTRACTORS PO BOX 1267 BOZEMAN MT 59771 CONSTRUCTION 317901 1 11844542 786910 11844542 14534 14534 127260 127260 127260 127260 804559 5150 806639 2791 -2080 2359 279 279 11986615 0 0 142073 303341 106169 30334 166838 903182 304049 271297 327836 209278 71155 52319 85804 94063 31981 23516 38566 76353 35495 40858 14856 4494 10362 41760 41760 108070 50325 15525 42220 104331 36516 41732 26083 63284 11200 52084 227155 32577 19014 175564 2878 2878 479971 393247 86724 199259 199259 25014 8755 10006 6253 PROJECT AREA 71869 71869 SPECIAL EVENTS 55281 494 8630 46157 COMMUNICATIONS INFRASTR 47164 8758 38343 63 3027109 1204350 856155 966604 973499 1471587 1964365 10329639 47706 47706 17268 25452 21111927 590975 19629634 20520952 726287 762681 64978 109654 23423737 33267671 231893 282843 7361145 8218260 363582 341115 7956620 8842218 X 4149313 13002334 64258 45996 11253546 11377123 15467117 24425453 23423737 33267671 X 8959506 -1170 X 0 1 1 X 0 X 2926355 2938056 5644537 3354887 2835362 17699197 2926355 2938056 5644537 3354887 2835362 17699197 13082165 4617032 140757 140757 63754 26817 14534 386619 4717 7492 299 44554 127260 184322 18270138 0.25270 0.31940 X SUPPORT FOR APF'S PUBLIC CHARITY STATUS UNDER THE FACTS AND CIRCUMSTANCES TEST1. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST TEN PERCENT OF THE TOTAL SUPPORT.APF'S PUBLIC SUPPORT IS 25.27% IN 2010.2. THE ORGANIZATION MUST HAVE AN ACTIVE CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/OR GOVERNMENTAL SUPPORT.APF DOES NOT SEEK GOVERNMENTAL SUPPORT. HOWEVER, APF HAS AN EXTENSIVE, DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL AND FOUNDATION DONORS. WE CURRENTLY HAVE FIVE GIFT OFFICERS, EACH OF WHOM SPEND A SUBSTANTIAL PART OF THEIR TIME (A CUMULATIVE TOTAL OF 2.9 FTE'S) IDENTIFYING AND CULTIVATING NEW POTENTIAL DONORS AND STEWARDING EXISTING DONORS, AS WELL AS SEVERAL STAFF WHO SUPPORT THOSE FUNDRAISING EFFORTS. IN 2010 WE LAUNCHED A CAMPAIGN TO RAISE $300 MILLION OVER SIX YEARS. WE HAVE ALSO RECENTLY FORMED TWO "VOLUNTEER TEAMS" CONSISTING OF APF BOARD AND NATIONAL COUNCIL MEMBERS WHOSE SOLE PURPOSE IS TO IDENTIFY AND CULTIVATE NEW DONORS. ADDITIONALLY, APF HOLDS SEVERAL PUBLIC EVENTS AROUND THE COUNTRY, THE PURPOSE OF WHICH IS TO INTRODUCE MEMBERS OF THE PUBLIC TO APF AND ITS WORK, AND TO CULTIVATE THEM INTO DONORS. APF ALSO SENDS AT LEAST ONE, AND SOMETIMES TWO, APPEAL LETTERS PER YEAR TO A MAILING LIST OF OVER 2,500 INDIVIDUALS, AND ELECTRONIC APPEAL LETTERS TO OVER 1,800 PEOPLE. THE PURPOSE OF THE APPEAL LETTERS IS TO SOLICIT DONATIONS. APF PUBLISHES A BI-MONTHLY NEWSLETTER THAT REACHES MORE THAN 2,100 PEOPLE IN PHYSICAL COPY AND 1,800 VIA EMAIL. ALL OF THE NEWSLETTERS INCLUDE AN INVITATION TO DONATE TO APF AND THE EMAIL NEWSLETTER DISPLAYS A PROMINENT "DONATE NOW" BUTTON. APF OFFERS VISITORS TO OUR WEBSITE THE OPPORTUNITY TO DONATE VIA AN ONLINE DONATION FORM. APF ALSO PARTICIPATES IN THE FOLLOWING SOCIAL MEDIA PROGRAMS:- FACEBOOK: WE HAVE A GROWING FACEBOOK COMMUNITY OF MORE THAN 900 PEOPLE, WHERE INVITATIONS TO GIVE ARE REGULARLY POSTED.- CROWDRISE: WE MAINTAIN A PROFILE ON CROWDRISE, A SITE AIMED AT LINKING PEOPLE WITH NONPROFITS THAT THEY CAN CONTRIBUTE TO.- ACTION ATLAS: WE HAVE A PROFILE ON NATIONAL GEOGRAPHIC'S ACTION ATLAS SITE, WHICH PROVIDES USERS THE OPPORTUNITY TO GIVE.- CHANGING THE PRESENT: APF HAS A PROFILE ON CHANGING THE PRESENT, A SITE THAT ALLOWS DONORS TO GIVE TO SPECIFIC PROJECTS, SUCH AS BISON RADIO COLLARS OR FENCE REMOVAL.- LEGACY CONNECT: APF HAS SIGNED A CONTRACT TO BE A BETA SITE FOR THIS NEW SOCIAL MEDIA PLATFORM THAT AIMS TO BUILD PHILANTHROPIC COMMUNITIES AROUND CHARITABLE CAUSES.3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTEREST OF THE ORGANIZATION'S MAJOR CONTRIBUTORS.IN 2010, FOURTEEN PEOPLE SERVED ON APF'S BOARD. ONLY FOUR OF THEM QUALIFIED AS MAJOR CONTRIBUTORS TO APF. 4. SOME SUPPORT FOR THE ORGANIZATION COMES FROM GOVERNMENTAL AND /OR OTHER SOURCES THAT ARE REPRESENTATIVE OF THE GENERAL PUBLIC AS OPPOSED TO A FEW MAJOR CONTRIBUTORS.APF DOES NOT SEEK SUPPORT FROM GOVERNMENT SOURCES, BUT IT HAS RECEIVED 1,455 DONATIONS FROM 2006-2010 (SOME OF THOSE WERE FROM REPEAT CONTRIBUTORS). SINCE ITS INCEPTION IN 2001, APF HAS RECEIVED CONTRIBUTIONS FROM 921 PEOPLE/ENTITIES. THESE ARE MEMBERS OF THE PUBLIC WHO ARE SUPPORTIVE OF APF'S MISSION TO BUILD A LARGE WILDLIFE RESERVE. ONLY FOURTEEN OF OUR CONTRIBUTORS QUALIFIED AS MAJOR CONTRIBUTORS IN 2010.5. THE FACILITIES, PROPERTIES, AND PROGRAMS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC.APF CURRENTLY OWNS 39,795 ACRES OF LAND IN NORTHEASTERN MONTANA. ALL OF IT IS OPEN TO THE PUBLIC. WE ALSO INVITE THE PUBLIC TO EDUCATIONAL EVENTS HELD ON THE PROPERTY, INCLUDING BIRDING EXPEDITIONS, WILDLIFE WATCHING AND NATURAL HISTORY TOURS. WE RECENTLY BUILT AND OPENED OUR FIRST PUBLIC CAMPGROUND ON THE PROPERTY. PUBLIC ACCESS IS AN EXPLICIT PART OF OUR MISSION STATEMENT, AND WE WILL CONTINUE TO ENHANCE THE PUBLIC'S ACCESS TO OUR RESERVE.6. THE PROGRAMS OPERATED BY THE ORGANIZATION APPEAL TO A BROAD BASED PUBLIC INTEREST RATHER THAN BEING RESTRICTED TO A SMALL SEGMENT OF THE POPULATION.APF'S PROGRAM CONSISTS OF BUYING LAND THAT IS VALUABLE WILDLIFE HABITAT IN A PARTICULAR AREA IN MONTANA, AND OPENING IT TO THE PUBLIC FOR ITS ENJOYMENT. PUBLIC ACCESS TO THIS LAND IS AN EXPLICIT PART OF OUR MISSION STATEMENT. ALL PEOPLE, FROM ALL WALKS OF LIFE, ARE WELCOME TO ENJOY THE PROPERTY AND ITS NATURAL AMENITIES. APF'S RESERVE HAS ALREADY BEEN VISITED BY PEOPLE FROM CHINA, GERMANY, CANADA, AND ALL THE REGIONS OF THE UNITED STATES. WE WILL CONTINUE TO ENCOURAGE PUBLIC USE OF THESE LANDS.WE ARE BUYING AND PROTECTING PRAIRIE HABITAT FOR THE PUBLIC'S ENJOYMENT IN ONE OF ONLY FOUR PLACES LEFT ON EARTH WHERE CONSERVATION OF GRASSLANDS ON A LANDSCAPE SCALE IS EVEN POSSIBLE. OUR GOAL IS TO LEAVE A LEGACY IN THE FORM OF A FULLY-FUNCTIONING GRASSLAND ECOSYSTEM FOR CURRENT AND FUTURE GENERATIONS TO ENJOY. SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THE UNUSUAL GRANT IS A MULTIYEAR PLEDGE AND HAS BEEN REPORTED USING THE ACCRUAL METHOD. SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: 5 YEAR PLEDGE DATE: 08/10/10 AMOUNT: 9009180. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 810651 11167 821818 794565 16086 810651 757811 36754 794565 0.49000 0.51000 0 0 18978901 18978901 1395079 228774 1166305 737947 362201 375746 20520952 11986615 3027109 8959506 -1170 -1170 8958336 12026099 -1170 40654 39484 11986615 0 11986615 3067763 40654 40654 3027109 0 3027109 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AMERICAN PRAIRIE FOUNDATION, INC. IS A NONPROFIT FOUNDATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. AS A MATTER OF LAW, THE FOUNDATION IS SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THE 2007 TO 2010 TAX YEARS. ALTHOUGH MANAGEMENT BELIEVES THAT THE AMOUNTS REFLECTED IN THE FOUNDATION'S INFORMATION RETURNS SUBSTANTIALLY COMPLY WITH THE APPICABLE FEDERAL AND STATE TAX REGULATIONS, BOTH THE IRS AND THE VARIOUS STATE TAXING AUTHORITIES CAN TAKE POSITIONS CONTRARY TO MANAGEMENT'S POSITION BASED ON THEIR INTERPRETATION OF THE LAW. A TAX POSITION THAT IS CHALLENGED BY A TAXING AUTHORITY COULD RESULT IN AN ADJUSTMENT TO THE FOUNDATION'S RECORDS. IN THE EVENT THE FOUNDATION IS ASSESSED PENALTIES AND/OR INTEREST, PENALTIES WILL BE CHARGED TO OTHER OPERATING EXPENSE AND INTEREST WILL BE CHARGED TO INTEREST EXPENSE. EUROPE 0 0 FUNDRAISING 53644 0 0 0 53644 0 53644 0 0 0 0 0 0 X 0 0 X X X X 0 0 0 0 0 0 0 0 0 SEAN GERRITY 127000 0 47500 0 0 0 0 0 17818 0 192318 0 0 0 RICHARD DOLAN 107500 0 36875 0 0 0 0 0 17723 0 162098 0 0 0 PART I, LINE 1A AMERICAN PRAIRIE FOUNDATION PROVIDES FOR COMPANION TRAVEL EXPENSES ON A CASE BY CASE ANALYSIS, WHEN COMPANIONS ARE DETERMINED TO BE A BENEFICIAL PRESENSE IN THE FOUNDATION'S FUNDRAISING ACTIVITIES. SUBSTANTIATION OF EXPENSES IS REQUIRED. X 7 786910 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 GEORGE MATELICH AND SUSAN MATELICH ARE SPOUSES GIB MYERS AND SUSAN MYERS ARE SPOUSES ERIVAN HAUB AND HELGA HAUB ARE SPOUSES FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO MAKE SOME ORGANIZATIONAL DECISIONS AND DOES NOT KEEP RECORD OF THEIR MEETINGS UNLESS THEY MAKE A DECISION ON SOMETHING. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED PRIOR TO FILING BY AUDIT COMMITTEE AS WELL AS THE FINANCE MANAGER AND THEN THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED AND A NEW ONE IS SIGNED BY EACH EMPLOYEE ANNUALLY. THE BOD ALSO DISCUSSES ISSUES AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 FOR BOTH THE TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS OR KEY EMPLOYEES OF APF THERE IS INDEPENDENT SALARY REVIEW PERFORMED OUTSIDE APF. EXECUTIVE COMMITTEE REVIEWS AND APPROVES COMPENSATION ADJUSTMENTS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 APF'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,170.