2023-11-15T19:57:02-06:00 2022-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2022-01-01 363479966 FLATHEAD LAND TRUST FLAT 4067528293 PO BOX 1913 KALISPELL MT 59903 GREG GUNDERSON PRESIDENT 4067528293 2023-11-14 1 GREG GUNDERSON 999009999 0 GREGORY PECK P00668992 4067553681 2023-11-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREG GUNDERSON PO BOX 1913 KALISPELL MT 59903 7124611 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. 10 10 4 15 0 0 1470778 6776131 6113 999 118107 7387 6889 25045 1601887 6809562 0 0 0 0 158340 201802 0 0 52629 1005081 6149614 1163421 6351416 438466 458146 1069180 1429001 13064 20734 1056116 1408267 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. 0 0 6197641 999 CONSERVATION:WE PLACED 315 ACRES UNDER A PURCHASED CONSERVATION EASEMENT IN THE MISSION VALLEY SOUTH OF POLSON, WITH PRIME FARMLAND SOILS AND IMPORTANT TO WINTERING BIRDS OF PREY. WE ALSO PURCHASED TWO CONSERVATION EASEMENTS TO PROTECT THE KOHR'S FAMILY'S 655 ACRES OF HIGH QUALITY FARMLAND AND HABITAT IMPORTANT FOR GRIZZLY BEARS, ELK AND A PLETHORA OF OTHER WILDLIFE ALONG THE STILLWATER RIVER NEAR WHITEFISH. ALSO, IN COORDINATION WITH OUR PARTNERSHIP ON THE HARRELL FOREST PROJECT, WE ACCEPTED A DONATION OF LAND FROM TRUST FOR PUBLIC LAND OF A 238-ACRE PROPERTY NEAR BIGFORK THAT WE ARE DEVELOPING WITH PUBLIC TRAILS. 15398 EDUCATION AND OUTREACH:1. PUBLIC TOURS OF THE OWEN SOWERWINE PROPERTY (MAY - JULY) -WE ORGANIZED AND CONDUCTED 16 TOURS OF THE PROPERTY WITH OVER 160 TOTAL PEOPLE ATTENDING.TOURS WERE ORGANIZED WITH PARTNERS FLATHEAD AUDUBON AND FLATHEAD LAKERS. 2. WE CONDUCTED MULTIPLE BIRD EDUCATION PROGRAM TOURS WITH 7TH AND 8TH GRADERS FROM WEST VALLEY MIDDLE SCHOOL AND EVERGREEN JR. HIGH TO VARIOUS BIRDING SPOTS IN THE FLATHEAD VALLEY INCLUDING WEST VALLEY WETLANDS, OWEN SOWERWINE AND CHURCH SLOUGH. 3. GRAND OPENING OF HARRELL FOREST CELEBRATION AND TOURS OF THE TRAILS - WE CELEBRATED WITH THE PUBLIC THE OPENING OF THE HARRELL FOREST COMMUNITY TRAILS AND OFFERED TOURS TO THE PUBLIC ON SEPTEMBER 22. 14142 STEWARDSHIP:MONITORED ALL 72 CONSERVATION EASEMENTS (ENCOMPASSING 13,879 ACRES) AND ONE RESTRICTED COVENANT. 6227181 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X ECLIPSE TAX AND ACCOUNTING INC 4063932828 PO BOX 1578 KALISPELL MT 59903 GREG GUNDERSON PRESIDENT 1.00 X X 0 0 0 BILL CORWIN PAST PRESIDENT 1.00 X X 0 0 0 JIM RAFERTY TREASURER 1.00 X X 0 0 0 MARGARET NOTLEY SECRETARY/ PRESIDENT-ELECT 1.00 X X 0 0 0 RICK MACE DIRECTOR 0.50 X 0 0 0 KARL RUDBACH DIRECTOR 0.50 X 0 0 0 JENNIFER ROGGE DIRECTOR 0.50 X 0 0 0 REBECCA HUGHES DIRECTOR 0.50 X 0 0 0 CHRIS ALBERT DIRECTOR 0.50 X 0 0 0 LISA FLOWERS DIRECTOR 0.50 X 0 0 0 PAUL TRAVIS EXECUTIVE DIRECTOR 40.00 X 66991 0 1993 66991 0 1993 0 0 0 0 0 621200 6154931 5399890 6776131 PROGRAM SERVICE FEES 900099 999 999 999 10260 10260 305131 308004 -2873 -2873 -2873 32090 7045 25045 25045 6809562 999 0 32432 68984 46219 12417 10348 114477 76699 20606 17172 3307 2216 595 496 15034 10073 2706 2255 7162 7162 17465 17465 67844 57844 10000 15430 9039 2994 3397 12584 8431 2265 1888 6233 5610 623 1190 1190 464 311 84 69 6290 4403 1887 IN-KIND EXPENSE 5170860 5170118 742 EASEMENT PROJECT EXPENS 819257 819257 DUES AND SUBSCRIPTIONS 12298 8609 1230 2459 INVESTMENT FEES 7071 7071 5466 2286 3180 6351416 6227181 71606 52629 102809 222999 43049 311970 5763 9115 211895 12259 1372 199636 914862 683956 1325 1325 1069180 1429001 13064 20734 13064 20734 X 230893 473455 825223 934812 1056116 1408267 1069180 1429001 458146 -105995 0 X 0 1 X 0 0 X 2020501 344129 1806297 1479830 6801176 12451933 38195 3000 43628 6113 999 91935 2058696 347129 1849925 1485943 6802175 12543868 577180 5158 511596 104571 5174578 6373083 12489 12489 589669 5158 511596 104571 5174578 6385572 6158296 11879 16946 9221 29462 10260 77768 11879 16946 9221 29462 10260 77768 2070575 364075 1859146 1515405 6812435 12621636 0.48790 0.79560 0.00620 0.01150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 72 13879.00 4 1 1 274.00 14142 142228 53508 -28872 166864 91658 39165 11405 142228 68603 10000 13055 91658 44091 10000 14512 68603 45131 -1040 44091 0.02000 0.83000 0.15000 0 0 197661 197661 14234 12259 1975 199636 6703541 -105995 7045 -98950 6802491 7071 7071 6809562 6351390 7045 7045 6344345 7071 7071 6351416 PART II, LINE 3: ON MAY 26, 2022, THE TAYLOR EASEMENT WAS AMENDED TO ENSURE THE DISTRIBUTION OF PROCEEDS IN THE EVENT OF EXTINGUISHMENT IS CONSISTENT WITH TREASURY REGULATION 1.170A-14(G)(6)(I). ON DECEMBER 27, 2022, THE HANSUCKER EASEMENT WAS FINALIZED WHICH PROTECTS 315 ACRES IN THE MISSION VALLEY SOUTH OF POLSON, WITH PRIME FARMLAND SOILS AND HABITAT IMPORTANT TO WINTERING BIRDS OF PREY. ON DECEMBER 30, 2022, TWO KOHRS CONSERVATION EASEMENTS WERE COMPLETED PROTECTING A TOTAL OF 655 ACRES OF HIGH QUALITY FARMLAND AND HABITAT IMPORTANT FOR GRIZZLY BEARS, ELK AND A PLETHORA OF OTHER WILDLIFE ALONG THE STILLWATER RIVER NEAR WHITEFISH. PART II, LINE 9: EASEMENTS ARE VALUED AT ZERO AND ARE NOT REPORTED ON THE FINANCIAL STATEMENT BALANCE SHEET. 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 ORGANIZATION'S CONSERVATION WORK, SUCH AS SALARIES, OVERHEAD COSTS, OR OTHER RELATED EXPENSES. THE PRINCIPAL CANNOT BE USED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED ON 990 AS REVENUE REDUCTION 7,045. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 7,071. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED ON 990 AS REVENUE REDUCTION 7,045. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 7,071. LAND AFFAIR FUNDRAISING DINNER 32090 32090 1075 3070 2900 32090 32090 1075 3070 2900 7045 25045 X 3 31369 MARKET PRICE AT DONATION X IN KIND DONATION VALUE OF CONSERVATION EASEMENT 1 3613368 APPRAISAL X IN KIND DONATION VALUE OF CONSERVATION EASEMENT 1 973750 APPRAISAL X IN KIND DONATION VALUE OF CONSERVATION EASEMENT 1 583000 APPRAISAL X LAND 1 197661 PROPERTY TAX ASSESSM X AUCTION ITEMS 6 742 MARKET PRICE 0 0 0 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 CHANGES SUCH AS CHANGING THE NUMBER OF COMPOSITION OF THE BOARD OF DIRECTORS, DISSOLUTION OF THE ORGANIZATION, ETC. FORM 990, PART VI, SECTION B, LINE 11B 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 AS WELL AS A SIGNATURE REQUIRED BY THE BOARD MEMBER. 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.