2023-11-08T14:46:16-06:00 2022-12-31 810333198 NEWLAND AND COMPANY PC PO BOX 3006 BUTTE MT 597023006 990 2022-01-01 450487621 RUBY HABITAT FOUNDATION RUBY 4068425010 PO BOX 638 SHERIDAN MT 59749 DANIEL DURHAM EXECUTIVE DIRECTOR 4068425010 2023-10-30 1 DANIEL DURHAM 999009999 0 DEBBIE OUELLETTE P00174388 4064944754 2023-10-30 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z NEIL BARNOSKY 615 RUBY RIVER ROAD SHERIDAN MT 59749 2768582 0 X WWW.RUBYHABITAT.ORG X 2002 MT THE RUBY HABITAT FOUNDATION IS DEDICATED TO PRESERVING AND ENHANCING THE NATURAL RESOURCES AND THE SOCIAL AND ECONOMIC MAKEUP OF THE RUBY VALLEY AND SOUTHWEST MONTANA. THIS IS ACCOMPLISHED THROUGH THE PRESERVATION OF OPEN SPACE, CONTINUATION OF AGRICULTURAL OPERATIONS AND ASSOCIATED DEMONSTRATIONS, AND EDUCTION AND OUTREACH EFFORTS. 11 7 1 11 0 0 904666 260482 83427 171049 3423965 -280436 24635 2630 4436693 153725 0 0 0 0 18033 19649 0 0 37186 416491 448867 434524 468516 4002169 -314791 20229112 18151125 103762 74151 20125350 18076974 X THE RUBY HABITAT FOUNDATION IS DEDICATED TO PRESERVING AND ENHANCING THE NATURAL RESOURCES AND THE SOCIAL AND ECONOMIC MAKEUP OF THE RUBY VALLEY AND SOUTHWEST MONTANA. THIS IS ACCOMPLISHED THROUGH THE PRESERVATION OF OPEN SPACE, CONTINUATION OF AGRICULTURAL OPERATIONS AND ASSOCIATED DEMONSTRATIONS, AND EDUCTION AND OUTREACH EFFORTS. 0 0 343611 173679 AGRICULTURAL OPERATIONS - CONSISTENT WITH THE MISSION AND GOALS OF THE FOUNDATION, WE CONTINUED TO OPERATE THE RANCH FOR AGRICULTURAL PURPOSES, INCLUDING HAY PRODUCTION AND CATTLE GRAZING. HAY AND PASTURE WERE SOLD AT MARKET RATES TO GENERATE INCOME AND OFFSET OPERATING EXPENSES. AGRICULTURAL OPERATIONS WERE IMPLEMENTED FOLLOWING BEST MANAGEMENT PRACTICES INCLUDING ROTATIONAL GRAZING, SOIL NUTRIENT MANAGEMENT AND IRRIGATION WATER MANAGEMENT, ALL IN ACCORDANCE WITH THE FOUNDATION'S MISSION TO DEMONSTRATE WISE USE OF RESOURCES. 14470 RESEARCH AND DEMONSTRATION - NO NEW PROJECTS COMMENCED IN 2022. MONITORING AND MAINTENANCE CONTINUED ON EXISTING PROJECTS INCLUDING THE RESTORATION OF CLEAR CREEK, THE HERITAGE APPLE ORCHARD, POLLINATOR PLANTINGS, WETLAND DEVELOPMENTS AND SOIL HEALTH TRIALS. MULTIPLE GROUPS VISITED THE RANCH TO VIEW ONE OR MORE OF THE EXISTING RESEARCH AND DEMONSTRATION PROJECTS. STAFF TOURED THE PROJECTS AND GAVE PRESENTATIONS ON THESE EFFORTS AND RESULTS TO-DATE. PLANNING EFFORTS WERE COMPLETED FOR FUTURE RESEARCH PROJECTS THAT WILL BE IMPLEMENTED IN 2024 INCLUDING ANOTHER STREAM RESTORATION EFFORT AND SOIL AMENDMENT EXPERIMENTS. OUTREACH AND EDUCATION - THE FOUNDATION CONTINUED TO CONTRACT WITH RANCH RESOURCES TO PROVIDE A FULL-TIME OUTREACH COORDINATOR. THE COORDINATOR MET WITH HUNDREDS OF GUESTS PROVIDING OUTREACH AND EDUCATION SERVICES INCLUDING RANCH TOURS, EDUCATIONAL EVENTS, WORKSHOPS AND MEETINGS, SCHOOL GROUP EVENTS AND MANAGED RECREATIONAL ACCESS FOR FISHING AND HUNTING. THE COORDINATOR ALSO DISEMINATED AGRICULTURAL AND NATURAL RESOURCE INFORMATION THROUGH REGULAR NEWSLETTERS, A COLUMN IN THE LOCAL NEWSPAPER, AND WEEKLY EMAILS THAT WENT TO SEVERAL HUNDRED SUBSCRIBERS. OUTREACH EFFORTS ALSO INCLUDE PARTICIPATION IN LOCAL CONSERVATION GROUPS AND PROJECTS. 358081 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 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 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 7 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 1 0 X DANIEL DURHAM 4068425010 PO BOX 638 SHERIDAN MT 59749 NEIL BARNOSKY CHAIRMAN 3.00 0.00 X X 0 0 0 BRUCE PETERSON DIRECTOR 1.00 0.00 X 0 0 0 STEVE WOOD DIRECTOR 1.00 0.00 X 0 0 0 LES GILMAN EXECUTIVE DIRECTOR 7.00 0.00 X X 0 0 0 LESLIE VANDERPOOL SECRETARY-TREASURER 3.00 0.00 X X 0 0 0 LISA MATTHEWS DIRECTOR 1.00 0.00 X 0 0 0 CATHERINE MITTS DIRECTOR 1.00 0.00 X 0 0 0 DAVID MITTS DIRECTOR 1.00 0.00 X 0 0 0 GEORGE OLSEN DIRECTOR 1.00 0.00 X 0 0 0 KENDALL VAN DYK DIRECTOR 1.00 40.00 X 0 115117 17694 ROCK RINGLING DIRECTOR 1.00 0.00 X 0 0 0 0 115117 17694 0 0 0 0 RANCH RESOURCES 117 N MAIN ST SUITE B SHERIDAN MT 59749 MANAGEMENT SERVICES 179648 1 260482 10879 260482 HAY SALES 110000 127754 127754 PASTURE RENT 110000 23870 23870 LODGING AND MAINTENANCE 721310 19425 19425 171049 227318 227318 2107103 2612972 1885 -505869 -1885 -507754 -507754 RETAIL SALES 900099 2630 2630 2630 153725 173679 0 -280436 19649 19649 167463 94505 48440 24518 2369 2369 20648 20648 12636 12636 2354 1411 943 2288 2288 77926 72847 5079 17351 15641 1710 FERTILIZER 39682 39682 UTILITIES AND IRRIGATIO 28895 28365 530 REPAIRS 16037 16037 PROJECT EXPENSE 14470 14470 46748 32538 1542 12668 468516 358081 73249 37186 380948 287785 11229 168999 1750 10271027 746645 9588172 9524382 10239665 8160861 7348 9098 20229112 18151125 18820 17268 84942 56883 103762 74151 X 1564007 1618231 18561343 16458743 20125350 18076974 20229112 18151125 -314791 -1733822 237 0 X 0 1 X 1 0 X X X 1 MONTANA LAND RELIANCE 810369262 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 391.70 0 0 0 1 0 0.00 0 1 18699049 0 -2002836 93594 16602619 17286226 424232 1020812 32221 18699049 16185238 376966 782032 58010 17286226 14314808 91740 1841100 62410 16185238 14661346 202380 -480918 68000 14314808 0.01000 0.99000 0 0 7759170 7759170 749206 272989 476217 1520417 261111 1259306 242234 212545 29689 9524382 -1580097 -1733822 -1733822 153725 0 153725 468516 0 468516 0 468516 PART II, LINE 9: THE CONSERVATION EASEMENT WAS RECORDED AS REVENUE AND AS A BALANCE SHEET ASSET. FORM 990, PART III - ADDITIONAL INFORMATION IN JANUARY 2011, THE CRAIG WOODSON ENDOWMENT WAS FUNDED WITH THE TRANSFER OF RANCH AND PERSONAL PROPERTY FROM THE ESTATE OF CRAIG WOODSON. WITH THE TRANSFER OF THESE ASSETS, THE MANAGEMENT AND OPERATION OF THE WOODSON RANCH NOW BELONGS TO THE RUBY HABITAT FOUNDATION. CONSISTENT WITH THE MISSION AND GOALS OF THE FOUNDATION, WE HAVE CONTINUED TO OPERATE THE RANCH FOR AGRICULTURAL PURPOSES, WHILE AT THE SAME TIME PROVIDING FOR WILDLIFE HABITAT AND COMMUNITY RECREATIONAL OPPORTUNITES. FORM 990, PART VI, SECTION A, LINE 2 FOUR OF THE ELEVEN VOTING MEMBERS ARE MEMBERS OF THE WOODSON FAMILY, WHICH IS THE FOUNDER AND LARGEST SINGLE DONOR TO RUBY HABITAT FOUNDATION. THESE FAMILY MEMBERS ARE LESLIE VANDERPOOL (SECRETARY-TREASURER), LISA MATTHEWS (DIRECTOR), CATHERINE MITTS (DIRECTOR), AND DAVID MITTS (DIRECTOR). THEY HAVE AN EQUAL VOTE WITH OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF THE FOUNDATION IN 2022 WAS CONTRACTED WITH RANCH RESOURCES INC. A TOTAL OF $179,648 WAS PAID FOR THESE SERVICES. THERE ARE NO RELATED PARTIES WHO OWN RANCH RESOURCES INC. FORM 990, PART VI, SECTION A, LINE 6 THE MONTANA LAND RELIANCE IS THE SOLE MEMBER OF RUBY HABITAT FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO THE BYLAWS, MONTANA LAND RELIANCE HAS THE RIGHT TO ELECT MEMBERS TO THE BOARD OF DIRECTORS OF RUBY HABITAT FOUNDATION BUT SHALL NOT HOLD A MAJORITY OF THE BOARD SEATS. FORM 990, PART VI, SECTION A, LINE 7B THE MONTANA LAND RELIANCE IS THE SOLE MEMBER OF RUBY HABITAT FOUNDATION. IT RESERVES THE RIGHT TO APPROVE A NUMBER OF ACTIONS SET FORTH IN THE RUBY HABITAT FOUNDATION BYLAWS, AND TO ELECT OR REMOVE, MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND THE EXECUTIVE DIRECTOR SUBMITS INFORMATION AND REVIEWS THE DRAFT BEFORE A FINAL DRAFT VERSION IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND INPUT. ALL COMMENTS AND QUESTIONS ARE ADDRESSED BEFORE THE FINAL RETURN IS PREPARED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE RUBY HABITAT FOUNDATION BOARD OF DIRECTORS ADOPTED A CONFLICT OF INTEREST POLICY ON MAY 7, 2007. THIS POLICY REQUIRES ANY DIRECTOR TO IMMEDIATELY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST ON ANY MATTER THAT IS BEFORE THE BOARD OF DIRECTORS AND PROHIBITS THAT DIRECTOR FROM EITHER VOTING OR EVEN DISCUSSING THE ISSUE. ALL DIRECTORS MUST ACKNOWLEDGE IN WRITING THEIR AGREEMENT WITH THIS POLICY, AND ALL ACTIONS UNDER THIS POLICY ARE DOCUMENTED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 AT THIS TIME, THERE IS NO DIRECT COMPENSATION OF THE EXECUTIVE DIRECTOR AND THERE ARE NO OTHER PAID POSITIONS. MANAGEMENT IS CONDUCTED BY AN OUTSIDE CONSULTING FIRM, RANCH RESOURCES INC. THE MANAGEMENT CONTRACT IS NEGOTIATED AND APPROVED BY THE FOUNDATION BOARD, AND ALL INVOICES ARE REVIEWED AND APPROVED FOR PAYMENT. THE FEES FOR SERVICES PROVIDED ARE COMPARED TO RATES BY SIMILAR COMPANIES. THE EXECUTIVE DIRECTOR OF RHF OWNS RANCH MANAGEMENT INC WHICH RECEIVES CONSULTING FEES FROM RANCH RESOURCES INC. THERE IS NO COMPENSATION FOR OFFICERS OR KEY EMPLOYEES. ALL SERVE AS VOLUNTEERS WITHOUT PAY OR BENEFITS. DIRECTOR KENDALL VAN DYK IS EMPLOYED BY THE MONTANA LAND RELIANCE, THE SUPPORTED ORGANIZATION. HIS COMPENSATION IS DISCLOSED ON PART VII LINE 1D. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICES OF RUBY HABITAT FOUNDATION IN SHERIDAN, MT. THE ANNUAL REPORT IS SUBMITTED TO ALL DONORS OF THE FOUNDATION, PAST AND PRESENT, AND CONTAINS CONTACT INFORMATION REGARDING THE FOUNDATION. THE FOUNDATION HAS A WEBSITE AT RUBYHABITAT.ORG, BUT THE 990 IS NOT AVAILABLE THERE AT THIS TIME BUT PLANS ARE TO INCLUDE IT IN THE FUTURE. THE 990 IS AVAILABLE FOR PUBLIC INSPECTION VIA IRS FILINGS. THE MONTANA LAND RELIANCE PO BOX 355 HELENA MT 59624 810369262 PRIVATE LAND CONSERVATION - SUPPORTED ORG. MT 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 THE MONTANA LAND RELIANCE P 6000 REIMBURSEME ADMINISTRATIVE EXPENS