2025-11-06T14:56:06-06:00 2024-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC PO BOX 9047 KALISPELL MT 59904 990 2024-01-01 363479966 FLATHEAD LAND TRUST FLAT 4067528293 PO BOX 1913 KALISPELL MT 59903 MARGARET NOTLEY PRESIDENT 4067528293 2025-11-06 1 1 GREGORY PECK P00668992 4067553681 2025-11-06 2024 2025-03-06 01:10:19Z MARGARET NOTLEY PO BOX 1913 KALISPELL MT 59903 9521373 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 5 25 0 0 3374878 9355904 3066 15065 35158 47825 11728 -3615 3424830 9415179 0 0 0 0 245705 256521 0 0 39435 2477938 9584141 2723643 9840662 701187 -425483 2202422 1780610 31617 15627 2170805 1764983 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 9627706 CONSERVATION:A. IN JANUARY, WE PARTNERED WITH CHARLES AND RENATE JAQUETTE TO PLACE THEIR 497-ACRE FARM JUST EAST OF KALISPELL UNDER CONSERVATION EASEMENT. CONTAINING SOME OF THE RICHEST TOPSOIL IN THE VALLEY, THE EASEMENT ADDS TO A GROWING NETWORK OF CONSERVED FARMS IN THE HIGHLY PRODUCTIVE CRESTON AREA. ENCOMPASSING OVER A MILE OF EGAN SLOUGH, THE PROPERTY PROVIDES EXCELLENT BIRD HABITAT AND IS STRATEGICALLY LOCATED FOR BOTH BIRDS AND WILDLIFE AT A LANDSCAPE SCALE.B. IN FEBRUARY, WE COMPLETED A CONSERVATION EASEMENT WITH MONTANA DNRC TO PERMANENTLY PROTECT THE 405-ACRE OWEN SOWERWINE PROPERTY EAST OF KALISPELL. THIS BELOVED BLOCK OF SCHOOL TRUST LAND, WITH ITS INTACT FORESTED RIVER BOTTOM AND RIPARIAN HABITAT, HAS BEEN A COMMUNITY TREASURE ENJOYED BY THE PUBLIC FOR DECADES. C. IN APRIL, WE PARTNERED WITH LUCI YEATS TO PERMANENTLY PROTECT 76-ACRES OF HER FAMILY'S AGRICULTURAL LAND NEAR THE BAD ROCK CANYON WILDLIFE MANAGEMENT AREA EAST OF COLUMBIA FALLS. THE "HEART ROCK RIDGE" CONSERVATION EASEMENT SAFEGUARDS A VITAL WILDLIFE CORRIDOR AS WELL AS SCENIC OPEN SPACE AND A LONG LEGACY OF WORKING FARMLAND.D. ALSO IN APRIL, A 122-ACRE RANCH AND WILDLIFE HAVEN IN THE MISSION VALLEY, ONCE PLATTED FOR SUBDIVISION, WAS PROTECTED IN PERPETUITY WITH A CONSERVATION EASEMENT. JOHN WEAVER, DISTINGUISHED RETIRED CONSERVATION BIOLOGIST AND LAND STEWARD, PARTNERED WITH FLT BY ADDED THIS PARCEL ALONG MISSION CREEK JUST EAST OF THE NATIONAL BISON RANGE TO HIS CONSERVATION PORTFOLIO WHICH IS ADJACENT TO ANOTHER 159-ACRES OF PROTECTED LAND. E. IN AUGUST, A 51-ACRE PRIME PARCEL OF FORESTED LAND WAS PROTECTED ALONG SWAN LAKE. FLT PARTNERED WITH PAUL JOHNSON AND CANDICE GREENE TO PLACE THE ECOLOGICAL GEM UNDER A CONSERVATION EASEMENT, FOREVER PROTECTING HABITAT FOR BIRDS, WILDLIFE AND SCENIC VIEWS AS WELL AS THE EXCEPTIONAL WATER QUALITY OF SWAN LAKE. F. IN NOVEMBER, FLT PARTNERED WITH TWO LANDOWNERS TO PROTECT A TOTAL OF 66-ACRES OF IMPORTANT RIVERFRONT LAND NEAR WHITEFISH. SALLY ERICSSON AND TOM GARWIN PLACED THEIR 36 ACRES ALONG THE STILLWATER RIVER UNDER CONSERVATION EASEMENT, FOLLOWED BY MARK SCHMIDT, WHO CONSERVED HIS 30-ACRE PARCEL ALONG THE WHITEFISH RIVER. BOTH PROPERTIES PROTECT PRIME AGRICULTURAL LANDS AND RIPARIAN HABITATS, PROVIDING WILDLIFE HABITAT SECURITY AND CONNECTIVITY. 37322 EDUCATION AND OUTREACH:OUR EDUCATION AND OUTREACH PROGRAMS WERE ESPECIALLY POPULAR AND REACHED MANY ACROSS THE FLATHEAD VALLEY. THE BIRD EDUCATION PROGRAM HELPED TO EDUCATE OVER 300 7TH AND 8TH GRADERS ABOUT BIRDS AND CONSERVATION FROM WEST VALLEY, BIGFORK, EVERGREEN AS WELL AS TWO EAGLE RIVER SCHOOL IN THE MISSION VALLEY. 22138 STEWARDSHIP:MONITORED ALL 79 CONSERVATION EASEMENTS (ENCOMPASSING 15,162 ACRES) AND ONE RESTRICTED COVENANT. 9687166 1 1 0 0 0 0 1 0 0 1 1 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 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 5 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 MARGARET NOTLEY PRESIDENT 1.00 X X 0 0 0 JIM RAFFERTY TREASURER 1.00 X X 0 0 0 GREG GUNDERSON FORMER PRESIDENT 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 SECRETARY 1.00 X X 0 0 0 LISA FLOWERS DIRECTOR 0.50 X 0 0 0 BILL CORWIN DIRECTOR 0.50 X 0 0 0 PAUL TRAVIS EXECUTIVE DIRECTOR 40.00 X 71689 0 2115 71689 0 2115 0 0 0 0 0 210028 9145876 8256452 9355904 PROGRAM SERVICE FEES 900099 15065 15065 15065 43194 43194 106710 102079 4631 4631 4631 500 4115 -3615 -3615 9415179 15065 0 44210 73804 47235 18451 8118 153710 98374 38428 16908 4560 2918 1140 502 24447 15646 6112 2689 21134 21134 19817 19817 95833 95833 12972 7385 3140 2447 26186 16759 6547 2880 6306 5675 631 17453 11170 4363 1920 8386 5870 2516 IN-KIND EXPENSE 6251498 6251048 450 EASEMENT PROJECT EXPENS 3098000 3098000 DUES AND SUBSCRIPTIONS 14455 10119 1446 2890 INVESTMENT FEES 9462 9462 2639 2639 9840662 9687166 114061 39435 97290 127025 819939 38780 1013 502859 32285 473622 470574 810246 1141893 1325 1325 2202422 1780610 31617 15627 31617 15627 X 735904 834143 1434901 930840 2170805 1764983 2202422 1780610 -425483 19661 0 X 0 1 X 0 1 1 X 1806297 1479830 6801176 1136606 3105356 14329265 43628 6113 999 3066 15065 68871 1849925 1485943 6802175 1139672 3120421 14398136 511596 104571 5437578 276802 13820 6344367 0 511596 104571 5437578 276802 13820 6344367 8053769 9221 29462 10260 36306 43194 128443 9221 29462 10260 36306 43194 128443 1859146 1515405 6812435 1175978 3163615 14526579 0.55440 0.45100 0.00880 0.00870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 79 15162.00 1 1 5.00 22138 190495 16497 206992 166864 1000 22631 190495 142228 53508 -28872 166864 91658 39165 11405 142228 68603 10000 13055 91658 0.02000 0.67000 0.31000 0 0 197661 197661 58598 1878 56720 14346 11687 2659 232254 18720 213534 470574 9431289 19661 1796 4115 25572 9405717 9462 9462 9415179 9837111 1796 4115 5911 9831200 9462 9462 9840662 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 4,115. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 9,462. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES INCLUDED ON 990 AS REVENUE REDUCTION 4,115. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH REVENUE ON THE FINANCIAL STATEMENTS 9,462. X MARKET PRICE AT DONATION X IN KIND DONATION VALUE OF CONSERVATION EASEMENT 6 6252323 APPRAISAL X PRINTING 1 250 MARKET PRICE X OFFICE FURNITURE 2 200 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.