2025-03-16T16:14:03-05:00 2024-12-31 931675473 RED ROCK ACCOUNTING SOLUTIONS 189 BLARNEY BLVD BUTTE MT 59701 990 2024-01-01 453204921 TRUST MONTANA INC TRUS 4068987636 PO BOX 8791 MISSOULA MT 59807 DAWN CONKLIN EXECUTIVE DIRECTOR 4068987636 2025-03-14 1 1 X LINSAY CARLSON P01528923 4062019120 2025-03-14 X 2024 2025-03-06 01:10:19Z X DAWN CONKLIN PO BOX 8791 MISSOULA MT 59807 1225328 0 X TRUSTMONTANACLT.ORG X 2010 MT TO PROMOTE COMMUNITY LAND TRUSTS AND HOLD LAND IN TRUST TO FACILITATE WORKFORCE HOUSING, FARMLAND AFFORDABILITY, AND THE PRESERVATION OF VITAL COMMUNITY ASSETS THAT KEEP RURAL AND URBAN AREAS LIVABLE FOR MONTANANS OF VARIED ECONOMIC MEANS. 9 9 4 9 0 0 284389 1187272 13480 31554 248 6502 0 0 298117 1225328 0 2300 0 0 196415 204083 0 0 29426 55090 58630 251505 265013 46612 960315 1296281 2093905 203449 40816 1092832 2053089 X TRUST MONTANA'S MISSION IS TO PROMOTE COMMUNITY LAND TRUSTS AND HOLD LAND IN TRUST TO FACILITATE WORKFORCE HOUSING, FARMLAND AFFORDABILITY, AND THE PRESERVATION OF VITAL COMMUNITY ASSETS THAT KEEP RURAL AND URBAN AREAS LIVABLE FOR MONTANANS OF VARIED ECONOMIC MEANS. 0 0 55395 2300 23042 CLT HOMES: TRUST MONTANA'S PERMANENTLY AFFORDABLE HOMES PROGRAM PRESERVES RENTAL UNITS AND HOMEOWNERSHIP PROPERTIES IN TRUST THROUGH AFFORDABLE LAND LLC TO GUARANTEE AFFORDABILITY FOR CURRENT AND FUTURE FAMILIES. TRUST MONTANA STEWARDS 28 HOMES AND 4 RENTAL PROPERTIES IN EIGHT COMMUNITIES ACROSS THE STATE, HAVING ADDED THREE NEW HOME OWNERSHIP OPPORTUNITIES AND FOUR RENTAL UNITS IN 2024. TRUST MONTANA HOMEOWNERS AND RENTERS MUST INCOME-QUALIFY, ENSURING THAT THESE HOMES BENEFIT WORKING CLASS INDIVIDUALS IN COMMUNITIES. THE EXPANSION TO RENTAL PROPERTIES IN 2024 WAS CO-DESIGNED WITH THE COMMUNITY, RESPONDING TO THE NEED FOR DIVERSE AFFORDABLE HOUSING TYPES.AFFORDABLE LAND LLC IS A SINGLE-MEMBER LLC OWNED BY TRUST MONTANA. IT WAS FORMED IN 2019 TO HOLD THE TITLES OF ALL LAND THAT IS ACQUIRED FOR PERMANENTLY AFFORDABLE PROJECTS OF TRUST MONTANA. AFFORDABLE LAND COLLECTS LEASE FEES FROM EACH HOUSEHOLD MONTHLY. IT ALSO COLLECTS STEWARDSHIP PAYMENTS AT THE TIME OF HOME CLOSINGS AND THOSE FUNDS ARE PLACED INTO A SAVINGS ACCOUNT TO ENSURE THAT FUTURE MAINTENANCE AND OTHER EXPENSES WILL BE COVERED. 87729 8512 CLT FARM: IN 2024, TRUST MONTANA ACQUIRED THE STATE'S FIRST-EVER COMMUNITY LAND TRUST FARM UNDER THE ORGANIZATION'S AG LAND PRESERVATION PROGRAM. CORNER FARM IS AN 8-ACRE PARCEL IN MISSOULA COUNTY IN A DESIRABLE LOCATION WHICH WAS UNDER EXTREME DEVELOPMENT PRESSURE. THE PRESERVATION OF AGRICULTURAL LAND AND SOILS IS CRITICAL TO MAINTAINING LOCAL FOOD SYSTEMS. THIS PROJECT NOT ONLY BENEFITS THE BEGINNING FARMER OPERATING ON THE LAND UNDER A LAND-LEASE AND USAGE AGREEMENT, BUT ALSO THE SURROUNDING COMMUNITY WHICH, AS RESULT OF THIS PROJECT, HAS INCREASED ACCESS TO LOCALLY, ORGANICALLY-GROWN FOOD. 36763 EDUCATION AND ADVOCACY OF CLTS: TRUST MONTANA ALSO LEADS EFFORTS TO EXPAND EDUCATION AND UNDERSTANDING OF THE COMMUNITY LAND TRUST MODEL IN THE STATE THROUGH ITS CLT EDUCATION PROGRAM. WITH 23 PRESENTATIONS IN 2024, SERVING 491 PEOPLE, THE ORGANIZATION SUPPORTS REALTORS, TITLE AGENTS, LENDERS, AND POTENTIAL HOMEBUYERS. MANY OF THESE PRESENTATIONS QUALIFY AS CONTINUING EDUCATION CREDITS IN THESE INDUSTRIES. TRUST MONTANA ALSO SERVES AS AN EXPERT AND TECHNICAL ASSISTANCE PROVIDER FOR OTHER LAND TRUSTS OPERATING IN THE STATE. AT ANY GIVEN TIME, THE ORGANIZATION IS SUPPORTING 3-5 PEER LAND TRUST PROJECTS, AS WELL AS NAVIGATING EXPLORATORY AND PLANNING CONVERSATIONS WITH 7-12 PARTNERS TO IDENTIFY NEW AND EMERGING PROJECTS FOR TRUST MONTANA. 179887 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X LYN'S BOOKKEEPING PAYROLL 4067216268 PO BOX 5822 MISSOULA MT 59806 SHEILA RICE PRESIDENT 2.00 X X 0 0 0 BOB OAKS VICE PRESIDENT 2.00 X X 0 0 0 LARRY PHILLIPS TREASURER 2.00 X X 0 0 0 TATYANA SCHMIDT SECRETARY 2.00 X X 0 0 0 JO ANN EDER MEMBER 1.00 X 0 0 0 TABETHA HEILIG MEMBER 1.00 X 0 0 0 JESSE DODSON MEMBER 1.00 X 0 0 0 DOROTHY YOUNG MEMBER 1.00 X 0 0 0 TOM ZAVITZ MEMBER 1.00 X 0 0 0 AUTUMN TIGART MEMBER 1.00 X 0 0 0 DAWN CONKLIN EXECUTIVE DIRECTOR 40.00 X 68000 0 0 68000 0 0 0 0 0 0 0 310000 877272 116005 1187272 STEWARDSHIP PAYMENTS 531390 21000 21000 LEASE FEES 531390 10554 10554 31554 6267 6267 235 0 235 235 235 1225328 31554 0 6502 2300 2300 68000 47600 13600 6800 111272 88681 12155 10436 9004 6845 1293 866 15807 12016 2271 1520 3097 3097 13091 13091 5620 5620 4767 2664 160 1943 4604 520 2663 1421 6415 6415 4862 3119 1411 332 895 76 581 238 204 204 1273 1273 LAND ACQUISITION & DEVE 11826 11826 BANK & CC CHARGES 1726 939 787 FUNDRAISING 250 250 265013 179887 55700 29426 324130 81374 78320 94361 584 1921575 3989 893831 1917586 1296281 2093905 1044 204 200000 34498 2405 6114 203449 40816 X 340001 1300258 752831 752831 1092832 2053089 1296281 2093905 960315 -58 0 X 0 0 0 X 302957 304890 480705 284388 1187272 2560212 302957 304890 480705 284388 1187272 2560212 824998 1735214 2 2 103 248 6267 6622 2566834 100466 0.67600 0.99980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29034 501 4053 401 33187 1.00000 1 0 1917586 1917586 3989 3989 0 1917586 PAYROLL TAXES PAYABLE 6114 6114 PART V, LINE 4: TO MAINTAIN AND SUPPORT LONG-TERM INITIATIVES OF PROMOTING COMMUNITY LAND TRUSTS THROUGHOUT THE STATE OF MONTANA. X LAND 8 115755 FMV X CANVAS PRINT FOR AUCTION 1 250 0 0 0 PART I, COLUMN (B): PARCELS DONATED BY 2 ORGANIZATIONS TOTALING 8 CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 4 THE OPERATING AGREEMENT FOR AFFORDABLE LAND LLC WAS AMENDED AND RESTATED WITH THE MONTANA SECRETARY OF STATE EFFECTIVE 9-18-24. TRUST MONTANA IS THE SOLE MEMBER OF THE LLC. FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE REVIEWS AND MOTIONS TO ACCEPT. VOTE IS TAKEN AT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS MONITOR THEIR OWN AREAS WHERE CONFLICT MAY ARISE. THEY STATE THIS CONFLICT TO THE EXECUTIVE COMMITTEE. EACH YEAR THE BOARD MEMBERS WILL SIGN FORMS TO RENEW THEIR COMMITMENT TO COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL REVIEW IS LED BY BOARD CHAIR. THEIR ARE FORMS FOR 360 FEEDBACK TO BOARD AND STAFF. A DECISION FOR SALARY INCREASE IS DEVELOPED BASED ON FUNDING PROJECTIONS DURING THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. OTHER DOCUMENTS WOULD BE MADE AVAILABLE UPON REQUEST. AFFORDABLE LAND LLC PO BOX 8791 MISSOULA MT 59807 843463274 LAND TRUST MT 975609 2019401 TRUST MONTANA INC 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AFFORABLE LAND LLC B FMV