Civic Intelligence

Bitter Root Land Trust Inc.

990 • Fiscal year 2020 • EIN 31-1595967

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 20, 2021

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

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$90,085

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

0.6%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,534,132

Down $65,070 (-4.1%) from 2018

Net Assets

Up

$1,522,076

Up $407,661 (+37%) from 2018

Liabilities

Down

$12,056

Down $472,731 (-98%) from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin71st percentile

Revenue

Up

$863,354

Up $243,272 (+39%) from 2018

Expenses

Up

$704,391

Up $166,855 (+31%) from 2018

Net Income

Up

$158,963

Up $76,417 (+93%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th 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 2020: $1,534,132Liabilities 2020: $12,056Net Assets 2020: $1,522,0762020Assets 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

2020

Assets$1,534,132
Liabilities$12,056
Net Assets$1,522,076
Open 2020 Filing

Operations Trend

Revenue Growth49th 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 2020: $863,354Expenses 2020: $704,391Net Income 2020: $158,9632020Revenue 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

2020

Revenue$863,354
Expenses$704,391
Net Income$158,963
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 20, 2021
Return Version
2020v4.0
Gross Receipts
$1,756,047
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
Investments in Publicly Traded Securities$492,059$631,683▲ $139,624
Savings and Temporary Cash Investments$288,774$509,968▲ $221,194
Land, Buildings, and Equipment, Net$829,671$223,553▼ $606,118
Cash and Non-Interest-Bearing Accounts$141,015$168,928▲ $27,913
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$1,751,519$1,534,132▼ $217,387
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$380,154--
Accounts Payable and Accrued Expenses$26,143$12,056▼ $14,087
Total Liabilities$406,297$12,056▼ $394,241
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$679,658$1,211,863▲ $532,205
Net Assets With Donor Restrictions$665,564$310,213▼ $355,351
Total Net Assets Fund Balance$1,345,222$1,522,076▲ $176,854
Total Liabilities and Net Assets / Fund Balance$1,751,519$1,534,132▼ $217,387

Asset Categories

AssetBook ValueDepreciationBasis
Land$210,000-$210,000
Other Land Buildings$13,553$45,569$59,122

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$12,461$23,058▲ $451-$35,970
2019$11,036-▲ $1,475-$12,461
2018$11,906-▼ $870-$11,036
2017$10,900-▲ $1,006-$11,906
2016$10,122-▲ $778-$10,900
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gavin RicklefsExecutive DirectorFT$90,085$90,085

Board Members and Trustees

NameTitle
Peggy RatchesonPresident
Bret YoungVice President
Gail GoheenDirector
Heather MenningDirector
Jean SteeleDirector
John OrmistonDirector
Kathie MesserDirector
Lynn ThurberDirector
Rachel IngramDirector
Roger GantzDirector
Tori NoblesDirector
Tonia BloomSecretary
Andrew MassieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,109,235
Program Service Revenue
$0
Investment Income
$-247,377
Other Revenue
$1,496
All Other Contributions
$938,657
Change in Net Assets
$158,963

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 Traded6$115,756
Total Noncash Contributions6$115,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$448,141
Other Expenses$256,250
Total Fundraising Expense$59,525
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$229,813$44,404$24,094$298,311
Current Officers, Directors, Trustees, and Key Employees$55,085$20,000$15,000$90,085
Payroll Taxes$25,654$3,527$2,886$32,067
All Other Expenses$14,570$2,338$5,993$22,901
Other Employee Benefits$14,538$1,999$1,636$18,173
Occupancy$9,720$1,337$1,094$12,151
Pension Plan Contributions$7,604$1,046$855$9,505
Office Expenses$5,710$1,631$816$8,157
Interest$6,972--$6,972
Other Expenses$3,293$3,294$2,575$6,587
Insurance$2,455$2,439-$4,894
Depreciation Depletion-$2,642-$2,642
Advertising--$144$144
Total Functional Expenses$556,124$88,742$59,525$704,391
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,496
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
2021-09-20
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
8
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.”

Part X, Line 10(A)

“The $872,598 is comprised of two riverfront parcels of land owned by BRLT for public recreational access and fisheries/habitat conservation on the East Fork and main stem of the Bitterroot River. The 70-acre Skalkaho Bend Park will ultimately be gifted to the City of Hamilton for use as a natural public park. The 12-acre East Fork Sula Fishing Access Site will be developed in future years for public fishing, walking, and wildlife viewing. These assets are held directly for our programmatic conservation and recreational purposes.”

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 continued building a lasting conservation legacy in the Bitterroot Valley by partnering with local families and our community to conserve important farm and ranchland, wildlife and fisheries habitat, scenic open space, and public recreational opportunities. These conservation victories protected over 580 acres from Lone Rock to Conner 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 $1,500,000 from public and private sources to purchase conservation easements and fee title on these important properties, which payments were made directly to the landowners during closing and do not appear as revenue or expenses of BRLT on this 990. Further, BRLT worked closely with the Natural Resources Conservation Services Regional Conservation Partnership Program (RCPP) to implement a $4.9 million grant designed to diversify agricultural conservation, support beginning farmers and ranchers, and increase the pace of farm and ranch conservation efforts in the Bitterroot. These RCPP funds will be used to purchase conservation easements from willing landowners between 2021 and 2025. 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 46 of our conservation easements in 2020. 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 the first half of 2020, Bitter Root Land Trust completed recreation infrastructure at the Skalkaho Bend Park including construction of a parking lot, vault toilet, trails, bridges, signage, and native plantings. Upon completion of the recreational infrastructure, BRLT completed repayment of the bridge loan used to purchase the land and donated the 70-acres to the City of Hamilton to be utilized as natural public open space and recreational access to the Bitterroot River for the community.II.In September of 2020, Bitter Root Land Trust partnered with Montana Fish, Wildlife & Parks to purchase 96 acres of land along the West Fork of the Bitterroot River near Conner, MT. This incredible riverfront purchase created permanent public fishing access, camping, and access to the Bitterroot National Forest, while protecting some of the most important riparian and fisheries habitat in the West Fork.Completed Conservation Easement Projects: I.In January 2020, Bitter Root Land Trust completed the Paddock Ranch conservation easement, a 220-acre working lands and wildlife habitat project located near Lake Como in Darby, MT. Funding for the Paddock Ranch conservation easement was provided by the Ravalli County Open Lands Bond Program.II. In December of 2020, Bitter Root Land Trust completed the 157-acre Mogan Farm conservation easement in Lone Rock, MT. The Mogan Farm adjoins the Gates Family Farm conservation easement (completed in 2019) and includes over half a mile of both sides of 3-Mile Creek, as well as prime agricultural soils. Funding for the Mogan Farm easement came from the Ravalli County Open Lands Bond Program and the Agricultural Land Easement Program of the Farm Bill.III.Also in December of 2020, Bitter Root Land Trust completed the 107-acre Rimbeaux Ridge conservation easement west of Hamilton, MT. This critical wildlife habitat conservation project provides linkage between Blodgett Canyon and Canyon Creek adjacent to the Bitterroot National Forest.In addition to completing these critical conservation projects, Bitter Root Land Trust staff continue
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,534,132
Liabilities
$12,056
Net assets
$1,522,076
Revenue
$863,354
Expenses
$704,391
Net income
$158,963
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
2020Detailed filing. Detailed filing data is available for this year.$1.53$0.01$1.52$0.86$0.70$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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