Civic Intelligence

Bitter Root Land Trust Inc.

990 • Fiscal year 2018 • EIN 31-1595967

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization ProfileWWW.BITTERROOTLANDTRUST.ORG
PO Box 1806Hamilton, MT 59840

(406) 375-0956

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

71st percentile

0.30x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.78x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$82,200

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

50%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,599,202

Up $530,164 (+50%) from 2017

Net Assets

Up

$1,114,415

Up $56,895 (+5.4%) from 2017

Liabilities

Up

$484,787

Up $473,269 (+4109%) from 2017

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin71st percentile

Revenue

Down

$620,082

Down $265,430 (-30%) from 2017

Expenses

Up

$537,536

Up $101,014 (+23%) from 2017

Net Income

Down

$82,546

Down $366,444 (-82%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $1,069,038Liabilities 2017: $11,518Net Assets 2017: $1,057,5202017Assets 2018: $1,599,202Liabilities 2018: $484,787Net Assets 2018: $1,114,4152018Assets 2021: $2,204,388Liabilities 2021: $15,304Net Assets 2021: $2,189,0842021Assets 2022: $3,058,260Liabilities 2022: $491,033Net Assets 2022: $2,567,2272022Assets 2024: $3,688,772Liabilities 2024: $511,485Net Assets 2024: $3,177,2872024

Highlighted filing

2018

Assets$1,599,202
Liabilities$484,787
Net Assets$1,114,415
Open 2018 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0Revenue 2017: $885,512Expenses 2017: $436,522Net Income 2017: $448,9902017Revenue 2018: $620,082Expenses 2018: $537,536Net Income 2018: $82,5462018Revenue 2021: $1,321,915Expenses 2021: $726,488Net Income 2021: $595,4272021Revenue 2022: $1,533,262Expenses 2022: $1,039,117Net Income 2022: $494,1452022Revenue 2024: $1,389,064Expenses 2024: $1,218,170Net Income 2024: $170,8942024

Highlighted filing

2018

Revenue$620,082
Expenses$537,536
Net Income$82,546
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Gross Receipts
$636,875
Mission and Program Overview

Mission

BRLT PARTNERS WITH LANDOWNERS AND COMMUNITY GROUPS TO CONSERVE the WATER, WILDLIFE, AND WORKING FARMS AND RANCHES IN MONTANA'S BITTERROOT VALLEY FOR all GENERATIONS, utilizing conservation easements, fee purchases, and proactive land stewardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$216,152$830,785▲ $614,633
Investments in Publicly Traded Securities$373,008$390,932▲ $17,924
Cash and Non-Interest-Bearing Accounts$149,984$284,174▲ $134,190
Savings and Temporary Cash Investments$329,894$93,311▼ $236,583
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,069,038$1,599,202▲ $530,164
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property-$476,578-
Accounts Payable and Accrued Expenses$11,518$8,209▼ $3,309
Total Liabilities$11,518$484,787▲ $473,269
Net Assets / Fund Balance
Unrestricted Net Assets$587,136$614,531▲ $27,395
Temporarily Rstr Net Assets$462,994$492,494▲ $29,500
Permanently Rstr Net Assets$7,390$7,390→ $0
Total Net Assets Fund Balance$1,057,520$1,114,415▲ $56,895
Total Liabilities and Net Assets / Fund Balance$1,069,038$1,599,202▲ $530,164

Asset Categories

AssetBook ValueDepreciationBasis
Land$822,188-$822,188
Other Land Buildings$8,597$39,813$48,410

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$11,906-▼ $870-$11,036
2017$10,900-▲ $1,006-$11,906
2016$10,122-▲ $778-$10,900
2015$10,437-▼ $325-$10,112
2014$10,066-▲ $371-$10,437
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gavin RicklefsExecutive DirectorFT$82,200$82,200

Board Members and Trustees

NameTitle
Jean SteelePresident
Peggy RatchesonVice President
Bret YoungDirector
Gail GoheenDirector
Heather RileyDirector
John OrmistonDirector
Kathie MesserDirector
Lynn ThurberDirector
Pete SeifertDirector
Roger GantzDirector
Tori NoblesDirector
Tonia BloomSecretary
Andy MassieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$612,334
Program Service Revenue
$0
Investment Income
$13,361
Other Revenue
$-5,613
All Other Contributions
$612,334
Change in Net Assets
$82,546

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded3$43,355
Total Noncash Contributions3$43,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$355,042
Other Expenses$182,494
Total Fundraising Expense$56,675
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$188,081$25,861$21,157$235,099
Current Officers, Directors, Trustees, and Key Employees$65,760$9,042$7,398$82,200
Payroll Taxes$24,162$3,322$2,719$30,203
Interest$16,578--$16,578
All Other Expenses$8,140$3,311$3,078$14,529
Other Expenses$13,650-$14,389$13,650
Occupancy$9,031$1,242$1,016$11,289
Travel$7,741$1,451$484$9,676
Pension Plan Contributions$6,032$830$678$7,540
Office Expenses$4,853$1,386$695$6,934
Insurance$1,872$4,835-$6,707
Depreciation Depletion-$4,105-$4,105
Fees for Services Legal$3,930--$3,930
Fees for Services Accounting-$3,420-$3,420
Advertising$105--$105
Total Functional Expenses$422,056$58,805$56,675$537,536
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,793
Fundraising Gross Income$11,180
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“All members of the board of directors are provided a copy of the 990 prior to submission”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization has a written conflict of interest policy. The procedure for addressing conflicts of interest is provided in the policy and adhered to by the board. Insiders sign the conflict of interest policy on an annual basis.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Executive director's salary is determined annually by the full board using state and regional comparison data and recommendations provided by the personnel committee.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its 990, 1023, governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Bitter Root Land Trust
EIN
31-1595967
Phone
4063750956
Address
PO BOX 1806, HAMILTON, MT 59840

Signing Officer

Name
Gavin Ricklefs
Title
Executive Director
Signed
2019-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gavin Ricklefs
Formed
1997
Legal Domicile
Mt
Voting Board Members
13
Independent Board Members
13
Employees
7
Volunteers
120

Preparer

Firm
Boyle Deveny & Meyer PC
Address
305 South 4th East Suite 200, Missoula, MT 59801
Preparer
Jaime Ward CPA
Phone
4067213555
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The executive committee of the board has been designated by the board to perform the oversight function for the selection and the work performed by the independent accountants.”

Financial Statement Notes

Part II, Line 9: Organization Reporting of conservation easements.

“The bitter root land trust expenses in the current fiscal year any costs of acquistion of conservation easements. Conservation easements represent rights to restrict the use of certain properties. By accepting an easement contribution, the bitter root land trust commits to protecting the easement restrictions in perpetuity. The easements have no market value as they technically cannot be sold but remain attached as a deeded restriction to the property and accordingly are not included as assets of the organization since the undrelying property to which the easement is attached is not owned by the organization.”

Part V, Line 4: Intended uses of the endowment fund.

“The purpose of the endowment fund is to sustain the organization's work into the future, once the fund is capitalized.”

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IRS990/Desc0Bitter Root Land Trust completed the most successful year in our 22-year history in 2018, continuing to build a lasting legacy in the Bitterroot Valley by partnering with six local families to conserve important farm and ranchland, wildlife and fisheries habitat, scenic open space, and public recreational opportunities. These conservation victories protected over 540 acres from Stevensville to the West Fork of the Bitterroot River and preserve a diverse suite of community and natural benefits, including prime agricultural soils, spawning grounds for native trout, winter habitat for elk and mule deer, and public access to the Bitterroot River. Bitter Root Land Trust staff secured and spent over $850,000 from public and private sources to purchase conservation easements on four of these important properties, which payment was made directly to the landowner during closing and does not appear as revenue or expenses of BRLT on this 990. Additionally, Bitter Root Land Trust board and staff conducted due diligence and secured funding commitments in excess of $1,000,000 from the Natural Resources Conservation Service (NRCS) for several additional conservation easements on approximately 850 acres to be finalized in 2019 and 2020, ensuring the strong momentum for conservation continues in the coming years. Additionally, Bitter Root Land Trust staff expanded our cooperative land stewardship grants program that enhances natural resources on conservation easement lands and neighboring properties. As we do every year, staff monitored all 39 of our conservation easements in 2018. Bitter Root Land Trust again invested in conservation education programs to raise community awareness - among adults and students - of the importance of the Bitterroot Valleys water, wildlife, and working agricultural lands.Program Service Area 1: Conservation Project Work, Fishing and Recreational Access Projects:I.In January of 2018, Bitter Root Land Trust partnered with The Conservation Fund to purchase 70-acres and over a mile of Bitterroot River frontage adjacent to Hamilton, MT. This land, now known as Skalkaho Bend Park, will be donated to the City of Hamilton to be utilized as natural public open space and recreational access to the Bitterroot River for the community.Completed Conservation Projects: I.In March of 2018, Bitter Root Land Trust completed the 84-acre Auch Angus Ranch conservation easement with the Auch family in Corvallis, MT. This important ranch is the ninth Bitter Root Land Trust has helped local families protect in the Corvallis Agricultural Corridor, an area of the valley with the most productive soils for growing local foods. Funding for the Auch easement came from the Ravalli County Open Lands Bond Program.II.Also in Corvallis, Bitter Root Land Trust worked with family member-owners of the Curdy Land and Cattle Company to conserve the 105-acre Curdy Farm. The Curdy Farm is the tenth conservation easement local landowners and the Bitter Root Land Trust have partnered to complete protecting local agriculture in Corvallis. Funding for the Curdy Farm easement came from the Ravalli County Open Lands Bond Program.III.In December of 2018, Bitter Root Land Trust worked with the Hancock family to conserve 74 acres of hay ground in the Burnt Fork area near Stevensville, MT. Building off our neighborhood conservation initiative, the Hancock Ranch easement is the seventh in the Burnt Fork, an area where landowners have now conserved over 2,000 acres in partnership with Bitter Root Land Trust since 2011. Funding for the Hancock Ranch easement came from the Ravalli County Open Lands Bond Program.IV.Also in December 2018, Bitter Root Land Trust finalized a key native fisheries habitat conservation easement at the confluence of the Nez Perce and West Forks of the Bitterroot River. This 33-acre parcel is home to a variety of wildlife and is located along the banks of one of the primary native trout spawning areas in the Bitterroot, an area crucial for Wes
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0BRLT PARTNERS WITH LANDOWNERS AND COMMUNITY GROUPS TO CONSERVE the WATER, WILDLIFE, AND WORKING FARMS AND RANCHES IN MONTANA'S BITTERROOT VALLEY FOR all GENERATIONS, utilizing conservation easements, fee purchases, and proactive land stewardship.
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5613
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IRS990/OnBehalfOfIssuerInd0false
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IRS990/OtherExpensesGrp/Desc1PRINTING & POSTAGE
IRS990/OtherExpensesGrp/Desc2CONSULTING EXPENSE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/FundraisingAmt114389
IRS990/OtherExpensesGrp/ProgramServicesAmt062721
IRS990/OtherExpensesGrp/ProgramServicesAmt19400
IRS990/OtherExpensesGrp/ProgramServicesAmt213650
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IRS990/OtherExpensesGrp/TotalAmt114461
IRS990/OtherExpensesGrp/TotalAmt214389
IRS990/OtherExpensesGrp/TotalAmt313650
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IRS990/OtherRevenueMiscGrp/Desc1SALES OF MERCHANDISE
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0188081
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02719
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03322
IRS990/PayrollTaxesGrp/ProgramServicesAmt024162
IRS990/PayrollTaxesGrp/TotalAmt030203
IRS990/PensionPlanContributionsGrp/FundraisingAmt0678
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0830
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06032
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0GAVIN RICKLEFS
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IRS990/PYOtherRevenueAmt01387
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IRS990/PYTotalRevenueAmt0885512
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,599,202
Liabilities
$484,787
Net assets
$1,114,415
Revenue
$620,082
Expenses
$537,536
Net income
$82,546
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.51$3.18$1.39$1.22$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.49$2.57$1.53$1.04$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.02$2.19$1.32$0.73$0.60
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.48$1.11$0.62$0.54$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.01$1.06$0.89$0.44$0.45