2023-06-13T08:34:59-07:00 2022-12-31 474564810 Laura E Hokanson CPA CGMA MSc 60 W Grimes Creek Dr Bayfield CO 81122 990 2022-01-01 311632961 Montezuma Land Conservancy MONT 9705651664 PO Box 1522 Cortez CO 81321 Belinda Platts President 8318097466 2023-06-13 true Belinda Platts XXX-XX-XXXX true Laura E Hokanson P01241866 9704262256 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Belinda Platts PO Box 1522 Cortez CO 81321 1831908 false X www.montezumaland.org X 1998 CO Changing lives through land conservation by connecting people to place, forever. 7 7 9 0 630957 1242077 12398 108031 140742 23170 5082 1655 789179 1374933 13150 0 356621 436778 0 20420 292128 331945 648749 781873 140430 593060 3089104 3361313 54135 74567 3034969 3286746 Changing lives through land conservation by connecting people to place, forever. false false 383896 108031 MLC continued to expand its community outreach efforts and programs for engagement. Youth internships and K-12 programs continued through Fozzies Farm and the Montezuma Inspire Coalition. Program highlights included connecting over 600 youth and 250 adults, partnering with the Ute Mountain Ute Tribe on numerous programs, hosting graduate students from Western Colorado University, a camping trip at Fozzie's Farm with environmental justice interns from Commerce City, providing career exploration programs for local youth in the 4th annual Agriculture Immersion Program, employing high school youth as seasonal interns at the farm, and hosting a two-day teacher workshop about water education strategies called Forests to Faucets. MLC worked on incorporating broader community values into programs and project design. MLC continued working on building its relationship with the Ute Mountain Ute Tribe and launched the Traditional Harvest Project with the inclusion of 12 landowners and multiple public outreach meetings. Outreach to the Latino community additionally began, thanks to the efforts of our Spanish-fluent Community Programs Assistant who was hired onto the team in 2022. 233461 Land Protection and Conservation: During 2022, MLC continued working with local landowners on conservation projects throughout the Southwest. MLC closed a new 266-acre easement in November. Additionally, MLC was awarded an archeological assessment grant from the Colorado State Historical Foundation to catalog what archeological artifacts are on the 266-acre property. MLCs conservation program continued working with regional Gunnison Sage Grouse recovery groups in Dolores and San Miguel counties to restore habitat and enhance the capacity of local working groups. MLC was awarded two grants from the Telluride Foundation and the Land Trust Alliance to begin a Climate Resiliency project in our service area looking at ways in which we can help our landowners steward their properties in the face of climate change and to help select new land protection projects that increase climate resiliency. MLC hired a climate resiliency graduate fellow for the project in August. 83043 Stewardship: In 2022, the organization was responsible for stewardship and monitoring of 91 conservation easements totaling over 46,000 acres. No easement restrictions were decreased or terminated, and the organization successfully monitored all conservation easements in its portfolio thereby ensuring the continued protection of these important lands. MLC has begun a volunteer stewardship monitoring team to assist in the annual stewardship of the properties. 700400 true true false false false false true false false true true false false false true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 17 0 true 9 true false false false false false false false 0 false false false false false false false X 7 7 false false false false false false false true true false false true true true true true true true false false X Lindsay Buchanan 9705651664 216 W Montezuma Ave Cortez CO 81321 Travis Custer Executive Dir. 40.00 0.00 X 81197 0 0 Michelle Furi Director 2.00 0.00 X 0 0 0 Belinda Platts President 2.00 0.00 X X 0 0 0 Laurie Webster Director 2.00 0.00 X 0 0 0 Allen Law Director 2.00 0.00 X 0 0 0 Scott Garlid Director 2.00 0.00 X 0 0 0 Robby Henes Vice President 2.00 0.00 X X 0 0 0 Carolyn Dunmire Secretary 2.00 0.00 X X 0 0 0 81197 0 false false false 0 14412 1227665 21670 1242077 Farm Rental Income 11432 11432 Other Fees for Service 11466 11466 Project Fee Income 85133 85133 108031 39575 39575 0 0 0 440570 456975 -16405 -16405 -16405 1655 1655 1655 0 0 0 1374933 147606 -14750 13150 13150 0 0 0 81197 75634 4572 991 0 290745 262394 22154 6197 9593 8936 540 117 18875 17385 1367 123 36368 34073 1744 551 0 4465 3698 767 5920 5920 0 0 18063 18063 319 319 73 18 55 19444 12306 387 6751 5168 4936 164 68 0 14069 12681 980 408 10291 9411 880 0 0 0 0 12681 12681 18243 16338 994 911 Land Preservation Expense 94013 94013 Stewardship Expense 61130 61130 Stipend for Americorps 29225 29225 Dues & Subscriptions 13368 10446 1352 1570 25473 21945 1114 2414 781873 700400 61053 20420 28734 23071 361945 613483 0 84000 581081 0 0 0 0 9483 10526 653875 44457 617098 609418 1987844 1523734 0 0 0 0 3089104 3361313 25988 52038 28147 22529 54135 74567 X 2249643 1902880 785326 1383866 3034969 3286746 3089104 3361313 593060 -324613 -16670 X false true X true false X 458866 438840 586808 630957 1242077 3357548 0 0 458866 438840 586808 630957 1242077 3357548 0 3357548 80287 43832 23895 30844 39575 218433 0 0 3575981 0.93890 0.92930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 91 46 1 true 29 143409 false 1554535 58938 -221132 96091 1296250 1339721 93000 153590 31776 1554535 1201635 186688 48602 1339721 872663 161914 188247 20189 1202635 968807 -55586 40558 872663 0.47000 0.14000 0.39000 false false false 331000 331000 292462 32496 259966 10241 3472 6769 20172 8489 11683 609418 Due to Partners 22529 22529 1048927 -324613 16670 -307943 1356870 18063 18063 1374933 780480 16670 16670 763810 18063 18063 781873 Part II, Line 5: Summarized Policy IT IS THE POLICY OF THE ORGANIZATION TO PROVIDE PERPETUAL STEWARDSHIP OF CONSERVATION EASEMENTS THROUGH A MONITORING PROGRAM THAT INVOLVES REGULAR PERSONAL CONTACT WITH THE LANDOWNER AND FIELD EXAMINATION OF PROPERTY. IT IS ALSO THE POLICY OF THE ORGANIZATION TO ENSURE THE REASONABLE QUIET ENJOYMENT OF THE PROPERTY BY THE PROPERTY OWNERS. THE ORGANIZATION TYPICALLY WILL NOT PERFORM ANNUAL MONITORING WITHOUT ARRANGING THE VISIT FOR A MUTUALLY BENEFICIAL DATE AND TIME. ONLY WHEN THE OWNER BLATANTLY IGNORES OR AVOIDS REQUESTS FOR AN ANNUAL MONITORING VISIT WILL THE ORGANIZATION RESORT TO MONITORING WITHOUT AN APPOINTMENT FOR APPROVAL OF THELANDOWNER. ONLY TRAINED PERSONNEL WILL PERFORM MONITORING, IDEALLY IN PAIRS WITH ASTAFF MEMBER AND A VOLUNTEER. HIGHLY TRAINED AND EXPERIENCED VOLUNTEERS MAY MONITORWITHOUT A STAFF MEMBER ONLY AFTER THEY HAVE BEEN REVIEWED AND APPROVED BY THEEXCECUTIVE DIRECTOR.THE ORGANIZATION'S VIOLATION PROCEDURES ARE:1. ANY SUSPECTED VIOLATION IS REPORTED TO THE EXECUTIVE DIRECTOR.2. THE EXECUTIVE DIRECTOR CONSIDERS THE REPORT OF SUSPECTED VIOLATION AND DOCUMENTATION GATHERED BY THE MONITORS AND CAREFULLY REREADS THE ENTIRE CONSERVATION EASEMENT. IF THE EXECUTIVE DIRECTOR CONCURS THAT THERE IS A POSSIBLE VIOLATION, THE EXECUTIVE DIRECTOR CONSULTS WITH THE ORGANIZATION'S LEGAL COUNSEL ABOUT THE EASEMENT PROVISIONS THAT MAY HAVE BEEN VIOLATED TO ASSURE THAT THE PROVISIONS ARE CLEAR ON THE ISSUE.3. IF THE DOCUMENTATION FROM THE MONITORING VISIT IS NOT TOTALLY CLEAR ON THE ISSUE,THE EXECUTIVE DIRECTOR WILL ATTEMPT TO SCHEDULE A SITE VISIT TO INSPECT THE SITUATION, EXPLANING TO THE LANDOWNER THAT THE EXECUTIVE DIRECTOR NEEDS TO PERSONALLY SEE AND UNDERSTAND CONDITIONS ON THE LAND MENTIONED IN THE MONITORING REPORT. AT THIS VISIT THE EXECUTIVE DIRECTOR WILL FURTHER DOCUMENT THE POSSIBLE VIOLATION WITH CAMERA,VIDEO, AMPS, MEASUREMENTS FIELD NOTES, AND COMPARISON TO BASELINE DOCUMENTATION AND MONITORING REPORTS.4. IF THE EXECUTIVE DIRECTOR AND LEGAL COUNSEL BELIEVE THAT THERE IS A POSSIBLEVIOLATION, THE ISSUE IS REFERRED TO THE ORGANIZATION'S BOARD OF DIRECTORS AT THE NEXT REGULARLY SCHEDULED MEETING. IF THE VIOLATION ENTAILS THE POTENTIAL FOR CONTINUING OR INCREASED DAMAGE TO THE CONSERVATION VALUES, IT MAY BE SUBMITTED TO THE BOARD FOR A TELEHONE VOTE.5. IF THE BOARD CONCLUDES THAT THERE IS NO VIOLATION, THE PROCEES ENDS.6. IF THE BOARD CONCLUDES THAT THERE IS A VIOLATION, THE EXECUTIVE DIRECTOR WILLCLASSIFY THE APPARENT VIOLATION AS ONE OF THREE TYPES: A MINOR VIOLATION; A MAJORVIOLATION; AN IMMEDIATE THREAT.7. IN ALL CASES THE EXECUTIVE DIRECTOR SHALL CONTACT THE VIOLATOR BY TELEPHONE TOEXPLAIN THE SITUATION AND REQUEST IMMEDIATE CESSATION OF THE VIOLATION ACTIVITY AND/OR CORRECTION OF THE PROBLEM. IF THE LANDOWNER DISAGREES THAT THERE IS A VIOLATIONTHEN THE EXECUTIVE DIRECTOR SHOULD REQUEST A PERSONAL MEETING.8. FOLLOWING THE PHONE CALL A LETTER IS SENT VIA CERTIFIED MAIL TO THE LANDOWNERDETAILING THE VIOLATION INCLUDING A DESCRIPTION OF THE VIOLATION INCLUDING ITSMATERIAL IMPACT, LOCATION AND EXTENT, THE APPLICABLE EASEMENT CITATION AND THEPROPOSED LANDOWNER ACTIONS TO CORRECT THE VIOLATION.9. IF THE LANDOWNER PROMPTLY COMPLIES WITH THE REQUESTED SOLUTION, VERIFY THECORRECTIVE ACTION AND SEND A THANK YOU LETTER.10. NO ONE PERSON SHOULD MAKE A DECISIONS ON VIOLATION RESPONSE - GET COUNSEL FIRST.11. THE ORGANIZATION WILL ALWAYS CONDUCT MEETINGS WITH THE PROPERTY OWNER AS A TEAM OF TWO. Part II, Line 9: Organization Reporting of conservation easements. THE ORGANIZATION DOES NOT CAPITALIZE CONSERVATION EASEMENTS AND THEREFORE THEY ARENOT REFLECTED IN THE STATEMENT OF FINANCIAL POSITION. DONATED EASEMENTS ARE NOTRECORDED AS REVENUE IN THE STATEMENT OS ACTIVITIES, HOWEVER GRANTS TO PURCHASEEASEMENTS ARE RECORDED. PURCHASES OF EASEMENTS AND TRANSACTIONAL COSTS FOR ALLEASEMENTS ARE RECORDED AS EXPENSES IN THE STATEMENT OF ACTIVITIES. THE FOOTNOTEDESCRIBING THE ACCOUNTING POLICY FOR CONSERVATION EASEMENTS IS AS FOLLOWS: "THEORGANIZATION IS CONSIDERED A QUALIFIED ORGANIZATION UNDER INTERNAL REVENUE CODESECTION 170(H)(3) AND MAY THEREFORE ACCEPT DONATED CONSERVATION EASEMENTS. CONSERVATION EASEMENTS, WHICH REPRESENTS A PERPETUAL RESTRICTION ON THE USE OF LANDWITHOUT TRANSFER OF OWNERSHIP OF THE UNDERLYING PROPERTY, ARE NOT REFLECTED IN THE ASSETS OF THE ORGANIZATION. THERE IS NO MARKET FOR THE EASEMENTS AND THEREFORE THEY HAVE NOT BEEN VALUED BY THE ORGANIZATION IN ACCORDANCE WITH FAIR VALUE RULES.DONATED EASEMENTS ARE NOT RECORDED AS SUPPORT. TRANSACTIONAL COSTS TO OBTAIN ANEASEMENT AS WELL AS PURCHASE COSTS FOR AN EASEMENT ARE RECORDED AS EXPENSES IN THESTATEMENT OF ACTIVITIES IN THE YEAR THE TRANSACTION IS COMPLETED". false Mountain Studies Institute 162 Steward St Unit A Durango CO 81303 731644103 5650 0 Teaching a forest to faucets course 1 0 Form 990, Part VI, Section B, Line 11b THE BOARD OF DIRECTORS HAS DIRECTED THE FINANCE COMMITTEE OF THE BOARD TO REVIEW THEFORM 990 AND REPORT ITS FINDINGS TO THE FULL BOARD. MANAGEMENT ADDITIONALLY REVIEWSTHE FORM 990 THAT IS PREPARED BY A CPA. THE FORM 990 IS AVAILABLE TOALL BOARD MEMBERS UPON REQUEST. Form 990, Part VI, Section B, Line 12c ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR ARE REQUIRED TO ANNUALLY REVIEW ANDUPDATE THEIR CONFLICT OF INTEREST INFORMATION. THIS INFORMATION IS KEPT READILYACCESSIBLE IN THE ORGANIZATION'S OFFICE. IT IS UP TO INDIVIDUAL MEMEBERS TO REPORTANY POTENTIAL CONFLICTS. Form 990, Part VI, Section B, Line 15a ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR ARE REQUIRED TO ANNUALLY REVIEW ANDUPDATE THEIR CONFLICT OF INTEREST INFORMATION. THIS INFORMATION IS KEPT READILYACCESSIBLE IN THE ORGANIZATION'S OFFICE. IT IS UP TO INDIVIDUAL MEMEBERS TO REPORTANY POTENTIAL CONFLICTS. Form 990, Part VI, Section C, Line 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST INFORMATIONARE AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICE OF THE ORGANIZATION.