Civic Intelligence

Flathead Land Trust Inc.

990 • Fiscal year 2023 • EIN 36-3479966

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

PO Box 1913Kalispell, MT 59903

(406) 752-8293

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

75th percentile

20%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$71,703

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

90th percentile

54%

Faster asset growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,202,422

Up $773,421 (+54%) from 2022

Net Assets

Up

$2,170,805

Up $762,538 (+54%) from 2022

Liabilities

Up

$31,617

Up $10,883 (+52%) from 2022

Revenue

Down

$3,424,830

Down $3,384,732 (-50%) from 2022

Expenses

Down

$2,723,643

Down $3,627,773 (-57%) from 2022

Net Income

Up

$701,187

Up $243,041 (+53%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $430,001Liabilities 2011: $14,017Net Assets 2011: $415,9842011Assets 2012: $560,493Liabilities 2012: $14,186Net Assets 2012: $546,3072012Assets 2013: $387,074Liabilities 2013: $6,805Net Assets 2013: $380,2692013Assets 2014: $414,977Liabilities 2014: $7,503Net Assets 2014: $407,4742014Assets 2015: $558,051Liabilities 2015: $194,927Net Assets 2015: $363,1242015Assets 2016: $388,896Liabilities 2016: $7,665Net Assets 2016: $381,2312016Assets 2017: $523,939Liabilities 2017: $10,309Net Assets 2017: $513,6302017Assets 2018: $453,562Liabilities 2018: $12,964Net Assets 2018: $440,5982018Assets 2019: $513,983Liabilities 2019: $12,316Net Assets 2019: $501,6672019Assets 2020: $706,822Liabilities 2020: $19,219Net Assets 2020: $687,6032020Assets 2021: $1,069,180Liabilities 2021: $13,064Net Assets 2021: $1,056,1162021Assets 2022: $1,429,001Liabilities 2022: $20,734Net Assets 2022: $1,408,2672022Assets 2023: $2,202,422Liabilities 2023: $31,617Net Assets 2023: $2,170,8052023Assets 2024: $1,780,610Liabilities 2024: $15,627Net Assets 2024: $1,764,9832024

Highlighted filing

2023

Assets$2,202,422
Liabilities$31,617
Net Assets$2,170,805

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $811,3912011Expenses 2012: $588,3412012Revenue 2013: $318,158Expenses 2013: $488,551Net Income 2013: -$170,3932013Revenue 2014: $227,014Expenses 2014: $199,277Net Income 2014: $27,7372014Revenue 2015: $597,099Expenses 2015: $638,527Net Income 2015: -$41,4282015Revenue 2016: $656,748Expenses 2016: $645,885Net Income 2016: $10,8632016Revenue 2017: $533,323Expenses 2017: $421,791Net Income 2017: $111,5322017Revenue 2018: $2,095,655Expenses 2018: $2,148,271Net Income 2018: -$52,6162018Revenue 2019: $364,075Expenses 2019: $346,141Net Income 2019: $17,9342019Revenue 2020: $1,859,146Expenses 2020: $1,710,218Net Income 2020: $148,9282020Revenue 2021: $1,601,887Expenses 2021: $1,163,421Net Income 2021: $438,4662021Revenue 2022: $6,809,562Expenses 2022: $6,351,416Net Income 2022: $458,1462022Revenue 2023: $3,424,830Expenses 2023: $2,723,643Net Income 2023: $701,1872023Revenue 2024: $9,415,179Expenses 2024: $9,840,662Net Income 2024: -$425,4832024

Highlighted filing

2023

Revenue$3,424,830
Expenses$2,723,643
Net Income$701,187
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$3,543,874
Mission and Program Overview

Mission

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.

Flathead land trust is dedicated to the conservation of northwest montana's land and water through voluntary agreements with private landowners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$311,970$819,939▲ $507,969
Investments in Publicly Traded Securities$683,956$810,246▲ $126,290
Land, Buildings, and Equipment, Net$199,636$473,622▲ $273,986
Cash and Non-Interest-Bearing Accounts$222,999$97,290▼ $125,709
Prepaid Expenses and Deferred Charges$9,115--
Total Assets$1,429,001$2,202,422▲ $773,421
Other Assets Total$1,325$1,325→ $0
Liabilities
Accounts Payable and Accrued Expenses$20,734$31,617▲ $10,883
Total Liabilities$20,734$31,617▲ $10,883
Net Assets / Fund Balance
Net Assets With Donor Restrictions$934,812$1,434,901▲ $500,089
Net Assets Without Donor Restrictions$473,455$735,904▲ $262,449
Total Net Assets Fund Balance$1,408,267$2,170,805▲ $762,538
Total Liabilities and Net Assets / Fund Balance$1,429,001$2,202,422▲ $773,421

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$215,157$3,647$218,804
Land$197,661-$197,661
Buildings$58,222$376$58,598
Equipment$2,582$13,120$15,702

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$166,864$1,000▲ $22,631-$190,495
2022$142,228$53,508▼ $28,872-$166,864
2021$91,658$39,165▲ $11,405-$142,228
2020$68,603$10,000▲ $13,055-$91,658
2019$44,091$10,000▲ $14,512-$68,603
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul TravisExecutive DirectorFT$69,636$2,067$71,703

Board Members and Trustees

NameTitle
Bill CorwinPast President
Greg GundersonPresident
Margaret NotleyPresident-elect
Jennifer RoggeDirector
Karl RudbachDirector
Lisa FlowersDirector
Rebecca HughesDirector
Rick MaceDirector
Chris AlbertSecretary
Jim RafertyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,374,878
Program Service Revenue
$3,066
Investment Income
$35,158
Other Revenue
$11,728
All Other Contributions
$3,172,192
Change in Net Assets
$701,187

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 AmountValuation Method
Other Non Cash Contri Table2$2,250,000Appraisal
Securities Publicly Traded3$56,177Market Price at Donation
Other Non Cash Contri Table2$2,965Market Price
Other Non Cash Contri Table4$987Market Price
Other Non Cash Contri Table1$250Market Price
Total Noncash Contributions12$2,310,379-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,416,605
Revenue Not Reported on Financial Statements
$8,225
Revenue Not Reported on Form 990
$66,840
Other Revenue Adjustments
$8,225
Total Revenue per Audited Statements
$3,483,445
Total Revenue per Form 990
$3,424,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,477,938
Salaries, Compensation, and Employee Benefits$245,705
Total Fundraising Expense$56,830
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$95,445$30,300$25,755$151,500
Fees for Services Other$100,985--$100,985
Current Officers, Directors, Trustees, and Key Employees$45,173$14,340$12,190$71,703
Fees for Services Accounting-$18,740-$18,740
Office Expenses$10,363$4,257$3,792$18,412
Payroll Taxes$11,392$3,617$3,074$18,083
Fees for Services Legal$15,413--$15,413
Occupancy$8,787$2,789$2,371$13,947
Insurance$5,689$2,438-$8,127
Travel$6,477-$720$7,197
Depreciation Depletion$3,077$977$830$4,884
Other Expenses$15,178$4,499$4,337$4,499
Other Employee Benefits$2,784$884$751$4,419
All Other Expenses$1,746-$1,773$3,519
Conferences and Meetings$1,070--$1,070
Total Functional Expenses$2,573,579$93,234$56,830$2,723,643

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,723,643
Total Expenses per Audited Statements$2,720,907
Expenses per Audited Statements$2,715,418
Expenses Not Reported on Financial Statements$8,225
Other Expense Adjustments$8,225
Expenses Not Reported on Form 990$5,489
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,847
Fundraising Direct Expenses$5,119
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Land Affair Fundraising Dinner--$1,199-
Total Events--$5,119$-5,119
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Flathead Land Trust
EIN
36-3479966
Phone
4067528293
Address
PO BOX 1913, KALISPELL, MT 59903

Signing Officer

Name
Greg Gunderson
Title
President
Phone
4067528293
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Gunderson
Formed
1985
Legal Domicile
Mt
Voting Board Members
10
Independent Board Members
10
Employees
4
Volunteers
20

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
PO BOX 9047, KALISPELL, MT 59904
Preparer
Gregory Peck
Phone
4067553681
Supplemental Narrative

Financial Statement Notes

PART II, LINE 3:

In june and july 2023, the taylor, goldberg, kohrs, johnston and robbins conservation easements were amended to include "safe harbor" language per the recommendation of irs notice 2023-30 conservation easements - safe harbor deed language for extinguishment and boundary line adjustment clauses.

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 5,119.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment fees netted with revenue on the financial statements 8,225.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses included on 990 as revenue reduction 5,119.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment fees netted with revenue on the financial statements 8,225.

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IRS990/Desc0CONSERVATION:1. A 24-ACRE CONSERVATION EASEMENT WAS DONATED NEAR THE STILLWATER RIVER NORTHWEST OF WHITEFISH. THE PROPERTY IS ADJACENT TO AND COMPLIMENTS ANOTHER TWENTY-SEVEN-ACRE PROPERTY ALREADY CONSERVED WITH AN FLATHEAD LAND TRUST EASEMENT. CONSERVING THE PROPERTY PRESERVES THIS WILDLIFE HABITAT AS WELL AS ITS WORKING AGRICULTURAL LAND AND THE SCENIC VALUE OF THE PROPERTY ALONG HIGHWAY 93. 2. A 40-ACRE CONSERVATION EASEMENT WAS DONATED ALONG THE SWAN RIVER NEAR BIGFORK. THE PARCEL BORDERS A THIRD OF A MILE OF THE SWAN RIVER AND CONTAINS A MOSAIC OF RIPARIAN FOREST AND WETLANDS SUPPORTING A MYRIAD OF BIRDS AND WILDLIFE. 3. FLATHEAD LAND TRUST, IN PARTNERSHIP WITH THE TRUST FOR PUBLIC LAND (TPL)AND MONTANA LAND RELIANCE (MLR), OPENED THE HARRELL FOREST COMMUNITY TRAILS LOCATED 1/2 MILE NORTH OF BIGFORK TO THE PUBLIC. THE 238-ACRE RECREATIONAL OASIS, WHICH FLATHEAD LAND TRUST OWNS AND MANAGES, IS NESTLED ON THE FLANKS OF SWAN HILL AND WAS PERMANENTLY PROTECTED THROUGH A CONSERVATION EASEMENT IN 2022 IN PARTNERSHIP WITH MLR. LAND THAT WAS ONCE SLATED FOR DEVELOPMENT OF 17 NEW RESIDENTIAL LOTS, THE HARRELL FOREST COMMUNITY TRAILS NOW REPRESENT A TRIUMPH FOR CONSERVATION AND PUBLIC ACCESS. THE COMMUNITY NOW HAS ACCESS TO SEVERAL STACKED LOOPS OF HIKING AND BIKING TRAILS, PROVIDING ROUND-TRIP TREKS OF UP TO 7 MILES, A NEW TRAILHEAD AND AWE-INSPIRING VISTAS OVERLOOKING THE PRISTINE WATERS OF FLATHEAD LAKE AND THE MAJESTIC SWAN MOUNTAIN RANGE. FLT AND PARTNERS WORKED WITH MULTIPLE CONTRACTORS AND DESIGNERS TO BUILD THE TRAILS AND TRAILHEAD OVER THE SUMMER OF 2023, COMPLETING THE PROJECT JUST BEFORE THE GRAND OPENING ON SEPTEMBER 22ND.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt05119
IRS990/FundraisingGrossIncomeAmt016847
IRS990/GainOrLossGrp/SecuritiesAmt0-1148
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt0202686
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0112777
IRS990/GrossReceiptsAmt03543874
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02438
IRS990/InsuranceGrp/ProgramServicesAmt05689
IRS990/InsuranceGrp/TotalAmt08127
IRS990/InvestmentIncomeGrp/ExclusionAmt036306
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036306
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0683956
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0810246
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017143
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0199636
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0473622
IRS990/LandBldgEquipCostOrOtherBssAmt0490765
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0113925
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FLATHEAD 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01408267
IRS990/NetAssetsOrFundBalancesEOYAmt02170805
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1148
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1148
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011728
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011728
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt061351
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0473455
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0735904
IRS990/NoncashContributionsAmt02310379
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02371
IRS990/OccupancyGrp/ManagementAndGeneralAmt02789
IRS990/OccupancyGrp/ProgramServicesAmt08787
IRS990/OccupancyGrp/TotalAmt013947
IRS990/OfficeExpensesGrp/FundraisingAmt03792
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04257
IRS990/OfficeExpensesGrp/ProgramServicesAmt010363
IRS990/OfficeExpensesGrp/TotalAmt018412
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01325
IRS990/OtherAssetsTotalGrp/EOYAmt01325
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0751
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0884
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02784
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04419
IRS990/OtherExpensesGrp/Desc0IN-KIND EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt01237
IRS990/OtherExpensesGrp/FundraisingAmt14337
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02168
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18225
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24499
IRS990/OtherExpensesGrp/ProgramServicesAmt02250000
IRS990/OtherExpensesGrp/ProgramServicesAmt115178
IRS990/OtherExpensesGrp/TotalAmt02251237
IRS990/OtherExpensesGrp/TotalAmt121683
IRS990/OtherExpensesGrp/TotalAmt28225
IRS990/OtherExpensesGrp/TotalAmt34499
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt025755
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030300
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt095445
IRS990/OtherSalariesAndWagesGrp/TotalAmt0151500
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03074
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03617
IRS990/PayrollTaxesGrp/ProgramServicesAmt011392
IRS990/PayrollTaxesGrp/TotalAmt018083
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09115
IRS990/PrincipalOfficerNm0GREG GUNDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03066
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03066
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION AND OUTREACH:1. PUBLIC TOURS OF THE OWEN SOWERWINE PROPERTY (MAY - JULY) - ORGANIZED AND CONDUCTED 16 TOURS OF THE PROPERTY WITH OVER 160 TOTAL PEOPLE ATTENDING. TOURS WERE ORGANIZED WITH PARTNERS FLATHEAD AUDUBON AND FLATHEAD LAKERS. 2. CONDUCTED MULTIPLE BIRD EDUCATION PROGRAM TOURS WITH 7TH AND 8TH GRADERS FROM WEST VALLEY MIDDLE SCHOOL, EVERGREEN JR. HIGH AND BIGFORK JR HIGH TO VARIOUS BIRDING SPOTS IN THE FLATHEAD VALLEY INCLUDING WEST VALLEY WETLANDS, OWEN SOWERWINE AND CHURCH SLOUGH.3. GRAND OPENING OF HARRELL FOREST CELEBRATION AND TOURS OF THE TRAILS - CELEBRATED WITH THE PUBLIC THE OPENING OF THE HARRELL FOREST COMMUNITY TRAILS AND OFFERED TOURS TO THE PUBLIC ON SEPTEMBER 22.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt033084
IRS990/ProgSrvcAccomActy3Grp/Desc0STEWARDSHIP:MONITORED ALL 72 CONSERVATION EASEMENTS (ENCOMPASSING 13,896 ACRES) AND ONE RESTRICTED COVENANT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014197
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06776131
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07387
IRS990/PYOtherExpensesAmt06149614
IRS990/PYOtherRevenueAmt025045
IRS990/PYProgramServiceRevenueAmt0999
IRS990/PYRevenuesLessExpensesAmt0458146
IRS990/PYSalariesCompEmpBnftPaidAmt0201802
IRS990/PYTotalExpensesAmt06351416
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06809562
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0701187
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0311970
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0819939
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0276802
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05437578
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0104571
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0511596
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05158
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt06335705
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01136606
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06801176
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01479830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01806297
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0344129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt011568038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt036306
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010260
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09221
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt016946
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0102195
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03066
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0999
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06113
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043628
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt056806
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036306
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010260
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09221
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt016946
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0102195
IRS990ScheduleA/InvestmentIncomeCYPct00.00870
IRS990ScheduleA/InvestmentIncomePYPct00.00620
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.45100
IRS990ScheduleA/PublicSupportPY509Pct00.48790
IRS990ScheduleA/PublicSupportTotal509Amt05289139
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0276802
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt05437578
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0104571
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0511596
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt05158
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt06335705
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01139672
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06802175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01485943
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01849925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0347129
IRS990ScheduleA/Total509Grp/TotalAmt011624844
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01175978
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06812435
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01515405
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01859146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0364075
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011727039
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.02000
IRS990ScheduleD/BuildingsGrp/BookValueAmt058222
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0376
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt058598
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0166864
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0190495
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt022631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0142228
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt053508
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0166864
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28872
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt091658
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt039165
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0142228
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011405
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt068603
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt091658
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013055
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt044091
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010000

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.02$1.76$9.42$9.84$0.43
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.03$2.17$3.42$2.72$0.70
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.02$1.41$6.81$6.35$0.46
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$1.60$1.16$0.44
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.02$0.69$1.86$1.71$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.36$0.35$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.45$0.01$0.44$2.10$2.15$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.53$0.42$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.38$0.66$0.65$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.19$0.36$0.60$0.64$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.41$0.23$0.20$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.39$0.01$0.38$0.32$0.49$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.01$0.55$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.01$0.42$0.81