2024-01-15T14:19:11-06:00 2023-06-30 810333198 NEWLAND AND COMPANY PC PO BOX 3006 BUTTE MT 597023006 990 2022-07-01 841192823 THE WILDERNESS LAND TRUST WILD 2063975240 PO BOX 881 HELENA MT 59624 BRAD BORST PRESIDENT 2063975240 2023-12-12 1 BRAD BORST XXX-XX-XXXX 0 DEBBIE OUELLETTE P00174388 4064944754 2023-12-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRAD BORST PO BOX 881 HELENA MT 59624 1484109 0 X WWW.WILDERNESSLANDTRUST.ORG X 1992 CO WE KEEP THE PROMISE OF WILDERNESS - BY ACQUIRING AND TRANSFERRING PRIVATE LANDS (INHOLDINGS) TO PUBLIC OWNERSHIP THAT COMPLETE DESIGNATED AND PROPOSED WILDERNESS AREAS OR DIRECTLY PROTECT WILDERNESS VALUES. 17 17 8 17 0 0 878511 739111 0 0 3612 160724 130834 116660 1012957 1016495 0 0 0 0 477035 548544 0 0 179044 434658 892625 911693 1441169 101264 -424674 9140079 10538135 5444603 7267333 3695476 3270802 X WE KEEP THE PROMISE OF WILDERNESS - BY ACQUIRING AND TRANSFERRING PRIVATE LANDS (INHOLDINGS) TO PUBLIC OWNERSHIP THAT COMPLETE DESIGNATED AND PROPOSED WILDERNESS AREAS OR DIRECTLY PROTECT WILDERNESS VALUES. 0 0 1138123 ACQUISITION OF PRIVATE LANDS IN DESIGNATED AND POTENTIAL WILDERNESS AREAS FROM WILLING SELLERS, AND THE TRANSFER OF THOSE LANDS TO PUBLIC OWNERSHIP SO THAT ALL GENERATIONS OF AMERICANS WILL ENJOY AN ENDURING SOURCE OF WILDERNESS. DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE WILDERNESS LAND TRUST ACQUIRED 13 PARCELS IN CALIFORNIA, COLORADO, AND WASHINGTON TOTALING 1,276.9 ACRES, AND TRANSFERRED 16 PARCELS IN CALIFORNIA, OREGON AND WASHINGTON TOTALING 2,259 ACRES. CURRENTLY, THE TRUST HAS 42 ACTIVE PROJECTS IN ARIZONA, ALASKA, CALIFORNIA, COLORADO, IDAHO, NEVADA, NEW MEXICO, OREGON, UTAH AND WASHINGTON STATE TOTALING 7,753.24 ACRES. DURING ITS 31-YEAR HISTORY, THE TRUST HAS PERMANENTLY PROTECTED 55,949 ACRES, ADDED 542 PARCELS TO 115 WILDERNESS AREAS AND HELPED COMPLETE 17 DESIGNATED WILDERNESS AREAS BY REMOVING THE LAST REMAINING PRIVATE INHOLDING. N/A N/A 1138123 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 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 0 0 0 0 0 1 17 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA WA CO X BRAD BORST 2073975240 PO BOX 881 HELENA MT 59624 JIM BLOMQUIST DIRECTOR 1.00 X 0 0 0 DANNA HEBERT DIRECTOR 1.00 X 0 0 0 CRAIG GROVES DIRECTOR 1.00 X 0 0 0 BILL POPE DIRECTOR 1.00 X 0 0 0 ZACK PORTER SECRETARY 2.00 X X 0 0 0 DENISE SCHLENER VICE CHAIR 2.00 X X 0 0 0 TRAVIS BELOTE PHD DIRECTOR 1.00 X 0 0 0 MARK TRAUTWEIN DIRECTOR 1.00 X 0 0 0 JACQUELINE VAN DINE DIRECTOR 1.00 X 0 0 0 JON MULFORD DIRECTOR- EMERITUS 1.00 X 0 0 0 SARAH CHASE SHAW CHAIR 2.00 X X 0 0 0 KAREN FISHER TREASURER 2.00 X X 0 0 0 ANDY WIESSNER DIRECTOR 1.00 X 0 0 0 BRAD BORST PRESIDENT 40.00 X X 116290 0 11629 JOAQUIN MURRIETA-SALDIVAR PHD DIRECTOR 1.00 X 0 0 0 CONNIE MYERS DIRECTOR 1.00 X 0 0 0 DOUG SCOTT DIRECTOR 1.00 X 0 0 0 TORREY UDALL DIRECTOR 1.00 X 0 0 0 116290 0 11629 1 0 0 0 0 288887 450224 6163 739111 39969 39969 58860 0 58860 58860 58860 588369 467614 120755 120755 120755 EXPENSE REIMBURSEMENTS 531390 57800 57800 57800 1016495 237415 0 39969 X 435017 321913 30451 82653 43022 31836 3012 8174 33900 25086 2373 6441 36605 27088 2562 6955 59202 59202 211125 202005 9120 26455 5291 21164 7321 5418 512 1391 979 724 69 186 11377 8419 796 2162 96648 71520 6765 18363 28781 21298 2015 5468 17820 17820 7875 5828 551 1496 LOSS ON DISPOSITION OF 255009 255009 APPRAISALS AND SURVEYS 100591 100591 DONOR DATABASE 19810 19810 OTHER TRANSACTION SUPPO 15613 15613 34019 27955 1283 4781 1441169 1138123 124002 179044 X 326719 73402 1707920 2002295 20500 17500 9510 9972 10990 10990 0 0 7075430 8434966 9140079 10538135 31914 24644 10000 10000 1850000 3720000 3552689 3512689 5444603 7267333 X 996381 780412 2699095 2490390 3695476 3270802 9140079 10538135 -424674 0 X X 0 1 X 1 0 X 789824 954508 903535 878511 739111 4265489 789824 954508 903535 878511 739111 4265489 0 0 0 4265489 24987 18516 321 645 39968 84437 24987 18516 321 645 39968 84437 814811 973024 903856 879156 779079 4349926 0.98060 0.01940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13620 13620 1427549 1441169 219117 54779 0 0 160140 150845 161754 219117 691856 1037784 12120 12120 13520 13620 51380 40035 37711 40439 54779 172964 259446 SCHEDULE C, PART IV, ADDITIONAL INFORMATION WASHINGTON DC LOBBYIST AND THE PRESIDENT OF THE WILDERNESS LAND TRUST MADE DIRECT CONTACT WITH LEGISLATIVE STAFF AND MEMBERS TO EDUCATE THEM ON THE NEED FOR APPROPRIATIONS FROM THE LAND AND WATER CONSERVATION FUND FOR THE ACQUISITION OF WILDERNESS INHOLDINGS. 2699095 377577 586282 2490390 2425279 493292 219476 2699095 2065709 555739 196169 2425279 1981788 344482 260561 2065709 1518736 641628 178576 1981788 1.00000 0 0 10990 10990 0 0 LAND AVAILABLE FOR SALE OR DONATION 8424966 EARNEST DEPOSIT 10000 8434966 LAND ACQUISITION REVOLVING FUND 554403 ASSETS HELD FOR 3RD PARTIES - NONCASH 2958286 3512689 1016495 0 1016495 0 1016495 1441169 0 1441169 0 1441169 PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS DONOR RESTRICTED ENDOWMENT: AMOUNTS ARE SPENT IN ACCORDANCE WITH DONORS' RESTRICTIONS. BOARD-DESIGNATED ENDOWMENT: INCLUDES $53,000 FOR A LEGAL DEFENSE FUND, AND $10,000 FOR A LAND STEWARDSHIP FUND. PART X - FIN 48 FOOTNOTE THE TRUST IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501 (C) (3). ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. KAREN FISHER VICE CHAIR AND TREASURER LAND ACQUISITION X 10000 10000 0 1 1 10000 SCHEDULE L, PART V - ADDITIONAL INFORMATION THE ORGANIZATION HAD AN OUTSTANDING NOTE PAYABLE TO KAREN FISHER, WHO SERVES ON THE BOARD OF DIRECTORS, IN THE AMOUNT OF $10,000. THE PROCEEDS FROM THE NOTE ARE INCLUDED IN THE ORGANIZATION'S WILDERNESS OPPORTUNITY FUND, A REVOLVING LOAN FUND USED FOR LAND ACQUISITION. FORM 990, PART I, LINE 6 MEMBERS OF THE BOARD OF DIRECTORS SERVE ON A VOLUNTEER BASIS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, A DRAFT IN PDF FORMAT IS PROVIDED TO THE FINANCE COMMITTEE ALONG WITH AN EMAIL CALLING THEIR ATTENTION TO THE PORTIONS OF THE FORMS. COMMENTS AND CORRECTIONS ARE STRONGLY ENCOURGAGED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICTS OF INTEREST POLICY REQUIRES OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. THE POLICY AND DISCLOSURE FORM ARE DISTRIBUTED AND COLLECTED ANNUALLY, AND INDIVIDUALS ARE REQUIRED TO UPDATE THE DISCLOSURE FORM THROUGHOUT THE YEAR IN THE EVENT THAT POTENTIAL CONFLICTS ARISE. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE PRESIDENT'S ANNUAL SALARY, WITH NO PARTICIPATION BY THE PRESIDENT OR OTHER INTERESTED PERSONS. THE PRESIDENT'S SALARY IS ESTABLISHED USING COMPARABLE DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR NONPROFITS; CONSIDERATION OF ROLES AND RESPONSIBILITIES OF THE PRESIDENT; AND COST OF LIVING DATA. COMPARABLE MARKET DATA IS OBTAINED FROM SALARY SURVEYS AND FORM 990S FILED BY COMPARABLE NOT-FOR-PROFIT ORGNIZATIONS. DISCUSSIONS AND DECISIONS REGARDING THE COMPENSATION ARE DOCUMENTED IN BOARD MEETING MINUTES. THE PRESIDENT ALSO RECIEVES REIMBURSEMENTS FOR ROUTINE, REASONABLE, AND DOCUMENTED EXPENSES INCURRED DURING THE YEAR UNDER AN ACCOUNTABLE PLAN. THE PRESIDENT TRAVELS THROUGHOUT OUR SERVICE AREA. A LINE ITEM BUDGET IS APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE BOARD APPROVES THE OVERALL SALARIES AND BENEFITS EXPENSES. DISCUSSIONS AND DECISIONS REGARDING THE BUDGET ARE DOCUMENTED IN BOARD MEETING MINUTES. THE PRESIDENT REVIEWS AND APPROVES THE SALARIES OF OTHER OFFICERS OR KEY EMPLOYEES, WITH NO PARTICIPATION BY THE INTERESTED PERSONS, IN ACCORDANCE WITH ANNUAL BUDGET. THE PRESIDENT ESTABLISHES SALARIES USING COMPARABLE DATA FOR SIMILARILY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR NONPROFITS; CONSIDERATION OF ROLES AND RESPONSABILITES OF THE OFFICER OR KEY EMPLOYEE; AND COST OF LIVING DATA. COMPARABLE MARKET DATA IS OBTAINED FROM SALARY SURVEYS AND FORM 990S FILED BY COMPARABLE NOT-FOR-PROFIT ORGANIZATIONS. EMPLOYEES ALSO RECIEVE REIMBURSEMENTS FOR ROUTINE, REASONABLE, AND DOCUMENTED EXPENSES INCURRED DURING THE YEAR UNDER AN ACCOUNTABLE PLAN. EMPLOYEES TRAVEL THROUGHOUT OUR SERVICE AREA. FORM 990, PART VI, SECTION C, LINE 19 WE CONSIDER REQUESTS ON A CASE-BY-CASE BASIS. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES (60% MAP, INC.): PROGRAM SERVICE EXPENSES 15,525. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,525. PROFESSIONAL FEES - LAND: PROGRAM SERVICE EXPENSES 150,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,000. PROFESSIONAL FEES - OLIVER: PROGRAM SERVICE EXPENSES 36,480. MANAGEMENT AND GENERAL EXPENSES 9,120. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,600. FORM 990 PART XII LINE 2C NO CHANGE FROM PRIOR YEAR REVIEW PROCEDURES.