2011-11-15T16:58:45-06:00 2010-12-31 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 596241040 990 2010-01-01 810506868 PRICKLY PEAR LAND TRUST PRIC 4064420490 PO BOX 892 HELENA MT 59624 ANDREW BAUR 4064420490 2011-11-15 1 PAULA R JACQUES 4064421040 2010 2016-03-07 17:11:31Z ANDREW BAUR PO BOX 892 HELENA MT 59624 697613 0 X WWW.PRICKLYPEARLT.ORG X 1996 MT VOLUNTARY PRESERVATION OF OPEN SPACE THROUGH PARTNERSHIPS WITH PUBLIC AGENCIES AND INDIVIDUALS. 12 12 6 350 0 0 907919 557687 17173 17000 32518 2895 54748 89018 1012358 666600 0 12400 0 0 197290 256997 0 0 65184 535911 877142 733201 1146539 279157 -479939 1300000 1017901 119600 278021 1180400 739880 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 754952 LAND PRESERVATION - PLANNING & ACQUISITION/DONATION OF LAND FOR PERMANENT PROTECTION. 2010 ACQUISITIONS INCLUDED THREE ADDITIONAL PARCELS OF LAND ON MOUNT ASCENSION VALUED AT $560,000 WHICH WILL BE TRANSFERRED TO THE CITY OF HELENA FOR OPEN SPACE. THE ACQUISITION COST INCLUDED A PARTIAL CONTRIBUTION OF $142,685 FROM THE LAND OWNERS. THESE ACQUISITION COSTS ARE NOT INCLUDED IN THE PROGRAM EXPENSE REPORTED ABOVE. IN 2010, PPLT ALSO TRANSFERRED FIVE PARCELS OF LAND TO THE CITY OF HELENA WITH A COMBINED VALUE OF $825,000, IN EXCHANGE FOR PAYMENT OF $77,000. THE REMAINING $748,000 CONTRIBUTION VALUE IS INCLUDED IN PROGRAM EXPENSES ABOVE. 182072 12400 OUTREACH & EDUCATION REGARDING OPEN SPACE ISSUES IN THE COMMUNITY, INCLUDING SUPPORT FOR & THE ACTIVITIES OF THE MONTANA ASSOCIATION OF LAND TRUSTS. 16942 CONSERVATION EASEMENT ACQUISITION AND MONITORING COSTS INCLUDE ANNUAL MONITORING COSTS OF $1,350 FOR THE 14 EASEMENTS HELD ON 3,207 ACRES. OTHER COSTS INCLUDED OUTREACH EFFORTS IN WORKING WITH LANDOWNERS INTERESTED IN PLACING EASEMENTS ON THEIR LAND. 12715 17704 TRAILS PROGRAM - PLAN DEVELOPMENT, CONSTRUCTION & MAINTENANCE, CONDUCTED WITH ASSISTANCE OF APPROXIMATELY 150 VOLUNTEERS. PROGRAM REVENUE INCLUDES $10,700 FROM CONTRACT WITH CITY OF HELENA FOR TRAIL DEVELOPMENT & MAINTENANCE AND MISC. PROGRAM REIMBURSEMENTS. 12715 17704 966681 1 1 0 1 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 6 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 12 12 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 JOHNATHAN 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 MARY SCHULLER 1.00 X 0 0 0 ANDY BAUR 40.00 X 50000 0 1000 50000 0 1000 0 0 0 0 0 12439 55723 36975 130000 322550 153467 557687 TRAILS CONTRACT 811000 10700 10700 MALT SUPPORT 541900 6300 6300 17000 2895 2895 113999 36975 28602 85397 85397 5328 2411 2917 2917 REIMBURSEMENTS/OTHER 541900 704 704 704 666600 17704 0 91209 12400 12400 50997 25159 22329 3509 171231 97651 38851 34729 15390 3537 8860 2993 19379 10078 6035 3266 18287 18287 3199 3199 18491 4813 10712 2966 1996 687 1309 22943 9558 4901 8484 5754 3830 1214 710 16537 6783 6510 3244 14046 13858 188 5054 5054 1343 1343 4910 1641 2063 1206 4622 1511 1584 1527 DONATED LAND TO PUBLIC 748000 748000 DUES AND FEES 7356 216 7114 26 TITLE FEES & PROPERTY T 2962 2962 MEMBER/DONOR DEVELOPMEN 1642 427 1215 MT ASSOCIATION OF LAND 0 1146539 966681 114674 65184 114045 207281 326305 145779 7254 2701 5498 1406 1650 650 24482 14825 5248 9657 75427 840000 575000 1300000 1017901 23600 20706 16000 80000 257315 119600 278021 X 1050243 643338 129907 96292 250 250 1180400 739880 1300000 1017901 X -479939 39419 X X 0 1 1 X 0 X 354012 291836 625422 671150 557687 2500107 354012 291836 625422 671150 557687 2500107 77929 2422178 4271 3950 4245 3413 2895 18774 4566 704 5270 2524151 798357 0.95960 0.95560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 84506 191156 134980 0 410642 615963 8941 12960 7668 0 29569 21127 47789 33745 0 102661 153992 1160 0 1160 X X X 14 3207.00 0 1 1 66.00 1350 1 284 284 283 1 284 280 3 283 1.00000 1 0 11549 9124 2425 12933 5701 7232 9657 CONSERVATION LAND - WATERLINE 15000 MT ASCENSION LOT 12 165000 MT ASCENSION LOT 13 165000 MT ASCENSION LOT 15 230000 575000 666600 1146539 -479939 4669 34750 39419 -440520 606591 4669 31013 35682 570909 95691 95691 666600 1051771 31013 31013 1020758 125781 125781 1146539 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. PART XI, LINE 8 - OTHER ADJUSTMENTS: MALT LOSS EXCLUDED FROM PPLT ONLY FINANCIAL STATEMENTS 30,090. PRIOR PERIOD ADJUSTMENT 4,660. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED ON FORM 990 31,013. PART XII, LINE 4B - OTHER ADJUSTMENTS: MT ASSOCIATION OF LAND TRUSTS REVENUE NOT INCLUDED IN AUDITED STATEMENTS 95,691. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUE ON FORM 990 31,013. PART XIII, LINE 4B - OTHER ADJUSTMENTS: MT ASSOCIATION OF LAND TRUSTS EXPENSES NOT INCLUDED IN AUDITED STATEMENTS 125,781. DON'T FENCE ME IN TRAIL RUN 32267 13440 18827 564 30 6623 HARVEST MOON DINNER & ACUTION 118707 23535 95172 2020 13612 5753 150974 36975 113999 2584 13642 12376 28602 85397 1 X 5 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 5391 MV PER BROKER X 3 142685 QUALIFIED APPRAISAL 3 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: 4,669. MALT LOSS EXCLUDED FROM PPLT ONLY FINANCIAL STATEMENTS 30,090. PRIOR PERIOD ADJUSTMENT 4,660. TOTAL TO FORM 990, PART XI, LINE 5: 39,419. FINANCIAL STATEMENT REPORTING PART XII, LINE 2 B PPLT UNDERWENT ITS FIRST AUDIT FOR 2010. THE FINANCE COMMITTEE ISSUED A REQUEST FOR PROPOSAL, REVIEWED THE QUALIFICATIONS OF THE RESPONDENTS AND SELECTED THE MOST QUALIFIED FIRM TO PERFORM THE 2010 AUDIT. 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.