2026-03-18T15:18:03-05:00 2025-12-31 931675473 RED ROCK ACCOUNTING SOLUTIONS 189 BLARNEY BLVD BUTTE MT 59701 990 2025-01-01 453204921 TRUST MONTANA INC TRUS 4068987636 PO BOX 8791 MISSOULA MT 59807 DAWN CONKLIN EXECUTIVE DIRECTOR 4068987636 2026-03-18 1 LINSAY CARLSON P01528923 4062019120 2026-03-18 X 2025 2025-03-06 01:10:19Z DAWN CONKLIN PO BOX 8791 MISSOULA MT 59807 522793 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. 13 13 6 14 0 0 1187272 486452 31554 34020 6502 2321 0 0 1225328 522793 2300 0 0 0 204083 224967 0 0 89546 58630 62177 265013 287144 960315 235649 2093905 2321382 40816 32651 2053089 2288731 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 55425 26570 CLT HOMES:TRUST MONTANA'S PERMANENTLY AFFORDABLE HOMES PROGRAM PRESERVES RENTAL UNITS AND HOMEOWNERSHIP PROPERTIES IN TRUST TO GUARANTEE AFFORDABILITY FOR CURRENT AND FUTURE FAMILIES. TRUST MONTANA STEWARDS 30 HOMES AND 5 RENTAL PROPERTIES IN EIGHT COMMUNITIES ACROSS THE STATE, HAVING ADDED TWO NEW HOME OWNERSHIP OPPORTUNITIES AND ONE RENTAL UNITS IN 2025. TRUST MONTANA HOME OWNERS AND RENTERS MUST INCOME-QUALIFY, ENSURING THAT THESE HOMES BENEFIT WORKING CLASS INDIVIDUALS IN COMMUNITIES. THE EXPANSION TO ADD AN ADDITIONAL RENTAL PROPERTY IN 2025 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. 14156 CLT FARM: IN 2025, ON THE HEELS OF TRUST MONTANA'S COMMUNITY LAND TRUST FARM UNDER THE ORGANIZATION'S AG LAND PRESERVATION PROGRAM, WE CONTINUED OUR WORK WITH THE FARMER AND ENGAGING AG AND CONSERVATIONS EXPERTS TO SERVE ON OUR NEWLY FOUNDED FARM VIABILITY COMMITTEE. WE PURSUED NEW OPPORTUNITIES. WE SPOKE WITH FOUR FARMERS ABOUT POTENTIAL PARTNERSHIPS. THE PRESERVATION OF AGRICULTURAL LAND AND SOILS IS CRITICAL TO MAINTAINING LOCAL FOOD SYSTEMS. PROJECTS LIKE THESE NOT ONLY BENEFIT THE BEGINNING FARMERS OPERATING ON THE LAND UNDER A LAND-LEASE AND USAGE AGREEMENT, BUT ALSO THE SURROUNDING COMMUNITY WITH INCREASED ACCESS TO LOCALLY, ORGANICALLY-GROWN FOOD. 16617 7450 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 22 PRESENTATIONS IN 2025, SERVING 1,350 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. 86198 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 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 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 DAWN CONKLIN EXECUTIVE DIRECTOR 40.00 X 69904 0 0 SHEILA RICE PRESIDENT 5.00 X X 0 0 0 NATE RICHMOND VICE PRESIDENT 3.00 X X 0 0 0 LARRY PHILLIPS TREASURER 5.00 X X 0 0 0 TATYANA SCHMIDT SECRETARY 3.00 X X 0 0 0 ASHLEE SCHLEICHER MEMBER 5.00 X 0 0 0 JO ANN EDER MEMBER 3.00 X 0 0 0 TOM ZAVITZ MEMBER 3.00 X 0 0 0 NICOLE BORNER MEMBER 3.00 X 0 0 0 ALEXANDRA ISERN MEMBER 3.00 X 0 0 0 KAYLA LAPPIN MEMBER 3.00 X 0 0 0 TABETHA HEILIG MEMBER 2.00 X 0 0 0 DOROTHY YOUNG MEMBER 2.00 X 0 0 0 CONRAD STROEBE MEMBER 2.00 X 0 0 0 69904 0 0 0 0 0 0 0 486452 46005 486452 LEASE FEES 531390 21570 21570 CONTRACT INCOME 531390 7450 7450 STEWARDSHIP PAYMENTS 531390 5000 5000 34020 2321 2321 522793 34020 0 2321 69904 45438 13981 10485 131207 14080 54568 62559 5990 1772 2042 2176 17866 5287 6090 6489 170 170 17472 17472 5264 1500 3764 4411 332 2744 1335 6949 6900 49 713 713 5913 1050 3444 1419 2653 329 1054 1270 1360 1360 3868 2244 1624 LAND ACQUISITION & DEVE 11747 11747 BANK & CC CHARGES 1657 176 1481 287144 86198 111400 89546 81374 115491 94361 242300 584 1967580 3989 1917586 1963591 2093905 2321382 204 2261 25000 34498 6114 5390 40816 32651 X 1300258 466140 752831 1822591 2053089 2288731 2093905 2321382 235649 -7 0 X 0 0 0 X 304890 480705 284388 1187272 486452 2743707 304890 480705 284388 1187272 486452 2743707 1035923 1707784 2 103 248 6267 2321 8941 2752648 115445 0.62040 0.67600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33187 71864 5922 521 110452 29034 501 4053 401 33187 1.00000 1 0 1963591 1963591 3989 3989 0 1963591 PAYROLL TAXES PAYABLE 5390 5390 PART V, LINE 4: TO MAINTAIN AND SUPPORT LONG-TERM INITIATIVES OF PROMOTING COMMUNITY LAND TRUSTS THROUGHOUT THE STATE OF MONTANA. JO ANN EDER BOARD MEMBER FUNDS USED TO PAY OFF ORIGINAL LOAN WITH NEIGHBORWORKS MT FOR CORNER FARM X 25000 25000 0 1 1 25000 X LAND 2 46005 FMV 0 0 0 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 232543 2229948 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