2024-11-15T14:10:40-06:00 2023-12-31 200794302 MBE CPAS LLP 954 E 2ND AVE 201 DURANGO CO 81301 990 2023-01-01 311632961 MONTEZUMA LAND CONSERVANCY MONT 9705651664 321 EAST NORTH STREET CORTEZ CO 81321 BELINDA PLATTS PRESIDENT 9705651664 2024-11-15 1 0 RYAN WEBER P01299128 6083567733 2024-11-15 2023 2024-10-15 13:58:12Z X BELINDA PLATTS 321 EAST NORTH STREET CORTEZ CO 81321 784206 0 X WWW.MONTEZUMALAND.ORG X 1998 CO CHANGING LIVES THROUGH LAND CONSERVATION BY CONNECTING PEOPLE TO PLACE, FOREVER. 9 9 10 15 0 0 1242077 576880 108031 137087 23170 68083 1655 2156 1374933 784206 13150 5600 0 0 436778 530229 0 0 25393 331945 305708 781873 841537 593060 -57331 3361313 3407485 74567 28823 3286746 3378662 CHANGING LIVES THROUGH LAND CONSERVATION BY CONNECTING PEOPLE TO PLACE, FOREVER. 0 0 409999 5600 137087 MLC CONTINUED TO EXPAND ITS COMMUNITY OUTREACH EFFORTS AND PROGRAMS FOR ENGAGEMENT. YOUTH INTERNSHIPS AND K-12 PROGRAMS CONTINUED THROUGH FOZZIE'S FARM AND THE MONTEZUMA INSPIRE COALITION. MLC CONTINUES TO EXPAND COMMUNITY-CENTERED PROGRAMS WITH AN INCREASED FOCUS ON ENGAGING LOCAL TRIBAL AND SPANISH SPEAKING YOUTH. MLC EXPANDED ITS AGRICULTURE, RECREATION, AND CONSERVATION (ARC) SUMMER INTERNSHIP PROGRAM TO INCLUDE AN ALL-INDIGENOUS SESSION AND CONTINUES TO WORK WITH LOCAL HIGH SCHOOL YOUTH TO FILL OUR SUMMER FARM APPRENTICESHIP PROGRAM. 249337 LAND PROTECTION AND CONSERVATION: DURING 2023, MLC CONTINUED WORKING WITH LOCAL LANDOWNERS ON CONSERVATION PROJECTS THROUGHOUT THE SOUTHWEST. MLC CLOSED A NEW 1760-ACRE EASEMENT IN JANUARY. MLC WAS ABLE TO ACCOMPLISH THIS GREAT CONSERVATION WORK AND ADDITIONAL UPCOMING PROJECTS THROUGH SUPPORT FROM KEEP IT COLORADO AND THE TRANSACTION COST ASSISTANCE GRANT. ADDITIONALLY, MLC IS WORKING WITH ANOTHER THREE CONSERVATION PROJECTS POSITIONED TO CLOSE IN 2024 AND 2025, TOTALING OVER 6,500 ACRES. 88690 IN 2023, THE ORGANIZATION WAS RESPONSIBLE FOR STEWARDSHIP AND MONITORING OF 90 CONSERVATION EASEMENTS TOTALING OVER 47,000 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 CONTINUED ITS VOLUNTEER STEWARDSHIP MONITORING TEAM TO ASSIST IN THE ANNUAL STEWARDSHIP OF THE PROPERTIES. 748026 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CO X LINDSAY BUCHANAN 9705651664 321 EAST NORTH STREET CORTEZ CO 81321 MICHELLE FURI DIRECTOR 2.00 X 0 0 0 BELINDA PLATTS PRESIDENT 2.00 X X 0 0 0 LAURIE WEBSTER DIRECTOR 2.00 X 0 0 0 ERIC LUDEMANN DIRECTOR 2.00 X 0 0 0 SCOTT GARLID DIRECTOR 2.00 X 0 0 0 ROBBY HENES VICE PRESIDENT 2.00 X X 0 0 0 TERRY SCHUPP DIRECTOR 2.00 X 0 0 0 HEIDI STELTZER DIRECTOR 2.00 X 0 0 0 CHRIS GIANGRECO DIRECTOR 2.00 X 0 0 0 TRAVIS CUSTER EXECUTIVE DIRECTOR 40.00 X 81194 0 0 81194 0 0 0 0 0 0 0 576880 10003 576880 FEES FOR SERVICE 900099 137087 137087 137087 61665 61665 6418 0 6418 6418 6418 2156 0 2156 2156 784206 205170 0 2156 5600 5600 81194 73791 5834 1569 368372 334783 26470 7119 42536 39328 2849 359 38127 35721 1828 578 18234 13323 4692 219 17210 17210 2484 612 1872 21710 13740 432 7538 1389 1279 78 32 14243 12838 992 413 23410 21408 2002 12931 12931 19874 17799 1083 992 STEWARDSHIP EXPENSE 62104 62104 LAND PRESERVATION EXPEN 44220 44220 STIPEND FOR AMERICORPS 27130 27130 DUES AND SUBSCRIPTIONS 18402 14380 1861 2161 22367 17039 915 4413 841537 748026 68118 25393 23071 12603 613483 790831 581081 250095 10526 5479 653875 57388 609418 596487 1523734 1751990 3361313 3407485 52038 26702 22529 2121 74567 28823 X 1902880 1537014 1383866 1841648 3286746 3378662 3361313 3407485 -57331 149247 0 X 1 X 0 1 0 X 438840 586808 630957 1242077 576880 3475562 438840 586808 630957 1242077 576880 3475562 3475562 43832 23895 30844 39575 61665 199811 3675373 0.94560 0.93890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 90 47.00 1 1 29.00 88690 1296250 200120 44220 1452150 1554535 58938 -221132 96091 1296250 1339721 93000 153590 31776 1554535 1201635 186688 48602 1339721 872663 161914 188247 20189 1202635 0 0 331000 331000 292462 42246 250216 10241 4155 6086 20172 10987 9185 596487 DUE TO PARTNERS 2121 2121 916243 149247 149247 766996 17210 17210 784206 824327 0 824327 17210 17210 841537 PART II, LINE 5: 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 LAND OWNER 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 THE LAND OWNER. ONLY TRAINED PERSONNEL WILL PERFORM MONITORING, IDEALLY IN PAIRS WITH A STAFF MEMBER AND A VOLUNTEER. HIGHLY TRAINED AND EXPERIENCED VOLUNTEERS MAY MONITOR WITHOUT A STAFF MEMBER ONLY AFTER THEY HAVE BEEN REVIEWED AND APPROVED BY THE EXECUTIVE 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 REVIEWS 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 ENSURE 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, EXPLAINING TO THE LAND OWNER 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 POSSIBLE VIOLATION, 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 TELEPHONE VOTE. 5. IF THE BOARD CONCLUDES THAT THERE IS NO VIOLATION, THE PROCESS ENDS. 6. IF THE BOARD CONCLUDES THAT THERE IS A VIOLATION, THE EXECUTIVE DIRECTOR WILL CLASSIFY THE APPARENT VIOLATION AS ONE OF THREE TYPES: A MINOR VIOLATION; A MAJOR VIOLATION; AN IMMEDIATE THREAT. 7. IN ALL CASES THE EXECUTIVE DIRECTOR SHALL CONTACT THE VIOLATOR BY TELEPHONE TO EXPLAIN THE SITUATION AND REQUEST IMMEDIATE CESSATION OF THE VIOLATION ACTIVITY AND/OR CORRECTION OF THE PROBLEM. IF THE LAND OWNER DISAGREES THAT THERE IS A VIOLATION THEN THE EXECUTIVE DIRECTOR SHOULD REQUEST A PERSONAL MEETING. 8. FOLLOWING THE PHONE CALL A LETTER IS SENT VIA CERTIFIED MAIL TO THE LAND OWNER DETAILING THE VIOLATION INCLUDING A DESCRIPTION OF THE VIOLATION INCLUDING ITS MATERIAL IMPACT, LOCATION AND EXTENT, THE APPLICABLE EASEMENT CITATION AND THE PROPOSED LAND OWNER ACTIONS TO CORRECT THE VIOLATION. 9. IF THE LAND OWNER PROMPTLY COMPLIES WITH THE REQUESTED SOLUTION, VERIFY THE CORRECTIVE ACTION AND SEND A THANK YOU LETTER. 10. NO ONE PERSON SHOULD MAKE A DECISION ON VIOLATION RESPONSE WITHOUT COUNSEL FIRST. 11. THE ORGANIZATION WILL ALWAYS CONDUCT MEETINGS WITH THE PROPERTY OWNER AS A TEAM OF TWO. 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 AND UPDATE THEIR CONFLICT OF INTEREST INFORMATION. THIS INFORMATION IS KEPT READILY ACCESSIBLE 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 AND UPDATE THEIR CONFLICT OF INTEREST INFORMATION. THIS INFORMATION IS KEPT READILY ACCESSIBLE 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.