Skip to content
Nonprofiteer
← MONTANA LAND RELIANCE

Form 990 for tax year 2022

Filed by MONTANA LAND RELIANCE.

Totals

Total revenue
$13,399,553
Total expenses
$13,912,399
Contributions and grants received
$13,117,005
Grants paid
$165,985
Program service revenue
$0
Investment income
$282,548
Other revenue
$0
Total assets, end of year
$13,663,260
Total liabilities, end of year
$1,306,743
Net assets or fund balances, end of year
$12,356,517
Program services expenses (Part IX)
$13,200,816
Management and general expenses
$562,390
Fundraising expenses
$149,193
Program service expenses (Part III)
$13,200,816

Program services were 94.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $464,390

  • 1e · Government grants (contributions)

    $7,810,304

  • 1f · All other contributions, gifts and grants

    $4,842,311

  • 1g · Noncash contributions included above

    $27

  • 3 · Investment income

    total $223,785 · excluded $223,785

  • 7a · Gross sales of assets other than inventory

    securities $3,919,838

  • 7b · Less cost or other basis and sales expenses

    securities $3,853,580 · other assets $7,495

  • 7c · Gain or loss

    securities $66,258 · other assets -$7,495

  • 7d · Net gain or loss

    total $58,763 · excluded $58,763

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $165,985 · program services $165,985

  • 7 · Other salaries and wages

    total $1,056,603 · program services $639,111 · management and general $360,489 · fundraising $57,003

  • 8 · Pension plan contributions

    total $110,113 · program services $71,573 · management and general $27,528 · fundraising $11,012

  • 9 · Other employee benefits

    total $62,818 · program services $40,831 · management and general $15,705 · fundraising $6,282

  • 10 · Payroll taxes

    total $94,019 · program services $61,112 · management and general $23,505 · fundraising $9,402

  • 11b · Fees: legal

    total $85,576 · program services $48,666 · management and general $20,873 · fundraising $16,037

  • 11c · Fees: accounting

    total $22,833 · management and general $22,833

  • 11g · Fees: other

    total $47,377 · program services $32,115 · management and general $9,670 · fundraising $5,592

  • 12 · Advertising and promotion

    total $41,531 · program services $35,711 · fundraising $5,820

  • 13 · Office expenses

    total $50,217 · program services $27,158 · management and general $16,832 · fundraising $6,227

  • 14 · Information technology

    total $36,906 · program services $23,294 · management and general $6,248 · fundraising $7,364

  • 16 · Occupancy

    total $56,640 · program services $40,184 · management and general $11,346 · fundraising $5,110

  • 17 · Travel

    total $109,032 · program services $82,932 · management and general $11,792 · fundraising $14,308

  • 19 · Conferences, conventions and meetings

    total $34,456 · program services $9,568 · management and general $24,748 · fundraising $140

  • 21 · Payments to affiliates

    total $78,126 · program services $77,318 · management and general $456 · fundraising $352

  • 22 · Depreciation, depletion and amortization

    total $23,972 · program services $15,582 · management and general $5,993 · fundraising $2,397

  • 23 · Insurance

    total $9,530 · program services $3,011 · management and general $4,372 · fundraising $2,147

  • 24a · Other expenses: ACQUISITION RIGHTS

    total $11,826,665 · program services $11,826,665

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,025,064 · end of year $2,326,753

  • 2 · Savings and temporary cash investments

    beginning of year $240,011 · end of year $160,057

  • 4 · Accounts receivable

    beginning of year $386,882 · end of year $317,687

  • 8 · Inventories for sale or use

    beginning of year $170 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,988 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $319,605

  • 10b · Land, buildings and equipment: accumulated depreciation

    $142,099

  • 10c · Land, buildings and equipment, net

    beginning of year $180,358 · end of year $177,506

  • 11 · Investments: publicly traded securities

    beginning of year $10,163,013 · end of year $10,680,289

  • 15 · Other assets

    beginning of year $1,854,024 · end of year $968

  • 17 · Accounts payable and accrued expenses

    beginning of year $133,837 · end of year $66,743

  • 19 · Deferred revenue

    end of year $1,240,000

  • 27 · Net assets without donor restrictions

    beginning of year $9,162,316 · end of year $7,942,858

  • 28 · Net assets with donor restrictions

    beginning of year $4,557,357 · end of year $4,413,659

Mission and programs · 2022

Mission

THE MISSION OF THE MONTANA LAND RELIANCE (MLR) IS TO PARTNER WITH LANDOWNERS TO PROVIDE PERMANENT PROTECTION FOR PRIVATE LANDS THAT ARE SIGNIFICANT FOR AGRICULTURAL PRODUCTION, FISH AND WILDLIFE HABITAT, AND OPEN SPACE.

  • LAND PROJECTS: MLR WORKED WITH NUMEROUS LANDOWNERS IN 2022 TO PERMANENTLY PROTECT THEIR PRIVATE LANDS FOR CONTINUED AGRICULTURAL PRODUCTION, OPEN SPACE, AND NATURAL HABITAT. TWENTY-SEVEN CONSERVATION EASEMENTS WERE DONATED OR SOLD TO MLR THAT PROTECTED, IN PERPETUITY, APPROXIMATELY 66,658 ACRES, INCLUDING OVER 51 MILES OF RIVER/STREAM FRONTAGE. MLR HAS PROTECTED A TOTAL OF 1,286,862 ACRES OF AGRICULTURAL/RECREATIONAL LANDS IN MONTANA. THAT ACREAGE INCLUDES 343,848 ACRES IN THE GREATER YELLOWSTONE ECOSYSTEM; 20,881 ACRES IN THE NORTHERN CONTINENTAL DIVIDE ECOSYSTEM; 221,415 ACRES OF CROP/HAY/PASTURE LANDS; 1,065,447 ACRES OF RANGE AND FOREST LANDS; 618,883 ACRES OF ELK HABITAT; AND OVER 47,578 ACRES OF WETLANDS. OVER 1,956 MILES OF STREAM FRONTAGE HAVE BEEN PROTECTED BY EASEMENTS HELD BY MLR TO DATE. SPECIFIC EXPENDITURES RELATED TO LAND PROJECTS INCLUDED: GENERAL LAND PROJECT PLANNING AND EASEMENT DISCUSSIONS EXPENDITURES OF $229,061; COMPLETED EASEMENT PROJECTS AND NEW LAND PROJECTS NEGOTIATION EXPENDITURES OF $125,734; NON-COLLECTIBLE PROJECT ACCOUNTS OF $9,587; AND PURCHASED EASEMENTS EXPENDITURES OF $11,826,665 (ROUND GROVE RANCH I - $1,649,500; CASEY I - $1,145,877; MARTIN & MARGARET CLARK - $705,060; AXTELL RANCH - $2,675,000; MIDDLE FORK LAND & LIVESTOCK - $2,747,621; CARLSON - $40,000; ROEN I - $1,550,444; SULLIVAN - $100,000; HALMES - $15,000; RIMKUS - $362,300; AND MATTSON $835,863).

    Expenses $12,191,048

  • STEWARDSHIP AND MONITORING: MLR STEWARDSHIP STAFF (CONSISTING OF ONE STEWARDSHIP DIRECTOR; ONE GIS COORDINATOR/LAND STEWARD; ONE STEWARDSHIP COORDINATOR; AND 19 PART-TIME LAND STEWARDS) MONITOR EACH PROPERTY ON WHICH MLR HOLDS A CONSERVATION EASEMENT. THIS MONITORING INCLUDES A VISIT TO THE SUBJECT PROPERTY AND DISCUSSIONS WITH THE LANDOWNERS/MANAGERS. THE STEWARDSHIP STAFF ALSO WORKS WITH EXISTING EASEMENT HOLDERS TO SUPPLY NATURAL RESOURCE INFORMATION FOR THE LANDOWNER TO IMPROVE THEIR LAND HOLDINGS FOR CONSERVATION PURPOSES. STEWARDSHIP STAFF WORKS WITH LEGAL COUNSEL IN REGARD TO ANY POTENTIAL ISSUES THAT ARISE REGARDING INTERPRETATION OR ENFORCEMENT OF CONSERVATION EASEMENTS HELD BY MLR. MLR IS IN THE PROCESS OF DIGITIZING ALL THE EASEMENT PROJECT FILES FOR ALL MLR CONSERVATION EASEMENTS THAT HAVE BEEN COMPLETED AND ARE OF RECORD SCANNING OF THIS DOCUMENTATION WILL ENHANCE STAFF'S ABILITY TO WORK EFFICIENTLY WITH EASEMENT HOLDERS ACROSS THE STATE. MLR GRANTED $165,985 TO THE MONTANA LAND RELIANCE FOUNDATION INC., TO BE INVESTED INTO THE LAND PROTECTION FUND TO COVER STEWARDSHIP AND MONITORING EXPENDITURES. TOTAL EXPENSES RELATED TO THE STEWARDSHIP, MONITORING, AND ENFORCEMENT OF CONSERVATION EASEMENTS HELD BY MLR AMOUNTED TO $584,423, INCLUDING $165,985 GRANTED TO THE MONTANA LAND RELIANCE FOUNDATION. GENERAL ADMINISTRATION OF THE STEWARDSHIP PROGRAM; MAPPING OF NEW/POTENTIAL PROJECTS; DIGITIZING OF ALL EXISTING EASEMENT FILES/DOCUMENTS ACCOUNTED FOR $52,119. THE REMAINING $366,319 COVERED THE COSTS OF THE STEWARDSHIP DIRECTOR, GIS COORDINATOR, STEWARDSHIP COORDINATOR, AND 19 PART-TIME LAND STEWARDS (SALARIES/BENEFITS - $288,640; FEES FOR SERVICES - $15,493; OFFICE EXPENSES - $8,120; INFORMATION TECHNOLOGY - $12,434; OCCUPANCY - $8,813; TRAVEL/PER DIEM - $25,661; AND CONFERENCE/CONVENTIONS - $7,158). STEWARDSHIP/MONITORING ACTIVITIES CARRIED OUT BY STAFF INVOLVES VISITING OR VIEWING AERIAL PHOTOS OF EACH EASEMENT PROPERTY ON AN ANNUAL BASIS TO ENSURE THAT THE TERMS OF THE CONSERVATION EASEMENTS ARE BEING UPHELD.

    Expenses $584,423 · Grants $165,985

  • EDUCATION AND OUTREACH ACTIVITIES: MLR STAFF TRAVEL ACROSS THE STATE OF MONTANA CONDUCTING MEETINGS WITH POTENTIAL CLIENTS, COUNTY PLANNING BOARDS, COUNTY COMMISSIONERS, VARIOUS AGRICULTURAL GROUPS/ORGANIZATIONS, AND OTHER COMMUNITY GROUPS TO PROVIDE ANSWERS TO THEIR QUESTIONS AND TO CONDUCT GENERAL EDUCATIONAL ACTIVITIES FOCUSED ON THE BENEFITS OF LAND CONSERVATION AND CONSERVATION EASEMENTS. FOR THESE OUTREACH ACTIVITIES, MLR PUBLISHES VARIOUS EDUCATIONAL BROCHURES AND AN ANNUAL REPORT TO PROVIDE INFORMATION AND ENHANCE THE TRANSPARENCY OF ITS PUBLIC INTEREST ACTIVITIES. ADDITIONALLY, STAFF PARTICIPATE WITH NUMEROUS CONSERVATION GROUPS TO EDUCATE THE PUBLIC ABOUT THE LAND TRUST COMMUNITY'S CONSERVATION EFFORTS. EXPENDITURES RELATED TO MLR'S OUTREACH AND EDUCATION ACTIVITIES AMOUNTED TO $425,345 IN 2022. THOSE EXPENDITURES INCLUDED GENERAL OUTREACH ACTIVITIES TO LANDOWNERS, ATTORNEYS, ACCOUNTANTS, GOVERNMENT AGENCIES, ETC. - $296,497; PUBLICATION MATERIALS (BROCHURES, ANNUAL REPORT, NEWSLETTERS, ETC.) - $22,553; AND MEMBERSHIP AND OUTREACH TO STATE, REGIONAL, AND NATIONAL LAND CONSERVATION/AGRICULTURAL ORGANIZATION, ETC., - $106,295.

    Expenses $425,345

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • GEORGE S OLSEN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • SHANE COLTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHIL ROSTAD

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TAYA R CROMLEY PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JULIE PRIBYL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY TOWNSEND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS MONTAGUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN VERMILLION

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY SORENSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICK BERG

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KIRSTEN FELDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CAROLINE KURTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID LEUSCHEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATIE STOKES

    MANAGING DIRECTOR

    Total calculated
    $96,156
    From this org
    $81,516
    From related orgs
    $0
    Other
    $14,640
    Hours/week
    40 + 2 related

  • KENDALL VAN DYK

    MANAGING DIRECTOR

    Total calculated
    $132,811
    From this org
    $115,117
    From related orgs
    $0
    Other
    $17,694
    Hours/week
    40

  • JORDAN VANA

    MANAGING DIRECTOR

    Total calculated
    $121,896
    From this org
    $105,001
    From related orgs
    $0
    Other
    $16,895
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
19 October 2023
IRS schema version
2022v5.0
Source object
202313039349302186

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.