LEWIS & CLARK FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: LEWIS & CLARK FOUNDATION (EIN 81-0471734)
Tax period: 2019-10-01 to 2020-09-30
Filed: 2021-08-16
IRS object ID: 202132289349303888
Schema version: 2019v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-08-16T17:11:25-05:00	ReturnTs
Tax Period End	2020-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	810348775	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JUNKERMIERCLARKCAMPANELLASTEVENSPC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 989	AddressLine1Txt
City	GREAT FALLS	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59403	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	810471734	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LEWIS & CLARK FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LEWI	BusinessNameControlTxt
Phone	4068997994	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4201 GIANT SPRINGS RD	AddressLine1Txt
City	GREAT FALLS	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59405	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELIZABETH MOORE	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	4068997994	PhoneNum
Signature	2021-08-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMANDA BOUTILIER CPA	PreparerPersonNm
PTIN	P00361503	PTIN
Phone	4067612820	PhoneNum
Preparation	2021-08-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ELIZABETH MOORE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4201 GIANT SPRINGS RD	AddressLine1Txt
City	GREAT FALLS	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59405	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$443,427	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LEWISANDCLARKFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1991	FormationYr
Legal Domicile State	MT	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE FUNDING FOR CONSTRUCTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	11	TotalEmployeeCnt
Total Volunteers	34	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$184,958	PYContributionsGrantsAmt
CY Contributions Grants	$118,280	CYContributionsGrantsAmt
PY Program Service Revenue	$2,665	PYProgramServiceRevenueAmt
CY Program Service Revenue	$250	CYProgramServiceRevenueAmt
PY Investment Income	$3,196	PYInvestmentIncomeAmt
CY Investment Income	-$45,213	CYInvestmentIncomeAmt
PY Other Revenue	$56,295	PYOtherRevenueAmt
CY Other Revenue	$39,936	CYOtherRevenueAmt
PY Total Revenue	$247,114	PYTotalRevenueAmt
CY Total Revenue	$113,253	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$146,003	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$119,964	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$31,966	CYTotalFundraisingExpenseAmt
PY Other Expenses	$82,676	PYOtherExpensesAmt
CY Other Expenses	$37,004	CYOtherExpensesAmt
PY Total Expenses	$228,679	PYTotalExpensesAmt
CY Total Expenses	$156,968	CYTotalExpensesAmt
PY Revenues Less Expenses	$18,435	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$43,715	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,157,416	TotalAssetsBOYAmt
Total Assets EOY	$1,159,774	TotalAssetsEOYAmt
Total Liabilities BOY	$24,950	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$55,035	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,132,466	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,104,739	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE FUNDING FOR CONSTRUCTION, PROMOTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$44,424	ExpenseAmt
Revenue	$909	RevenueAmt
Desc	THE ORGANIZATION HAS PROVIDED FUNDING AND INTENDS TO PROVIDE FUTURE FUNDING FOR THE CONSTRUCTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATED IN GREAT FALLS, MT. THE ORGANIZATION HAS ALSO PROVIDED FUNDING FOR THE PURCHASE OF LAND TO PRESERVE THE INTEGRITY OF THE CENTER AND LEWIS AND CLARK TRAIL WHICH IS LOCATED DIRECTLY ACROSS THE MISSOURI RIVER FROM THE LEWIS AND CLARK CENTER IN GREAT FALLS, MT. FUNDS ARE ALSO USED FOR EDUCATION AND PROMOTION OF THE LEWIS AND CLARK INTERPRETIVE CENTER.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$40,446	ExpenseAmt
Revenue	$27,497	RevenueAmt
Desc	THE LEWIS AND CLARK FOUNDATION OPERATES THE PORTAGE CACHE STORE AT THE LEWIS AND CLARK INTERPRETIVE CENTER. THE PORTAGE CACHE STORE SELLS BOOKS AND ART COVERING THE LEWIS & CLARK EXPEDITION AS WELL AS RELATED NATIVE AMERICAN EVENTS/HISTORICAL LORE AND ALSO SELLS PERIOD ITEMS. ITEMS SOLD IN THE STORE ARE INTENDED TO PROVIDE VISITORS TO THE LEWIS AND CLARK INTERPRETIVE CENTER WITH AN OPPORTUNITY FOR EXPANDING UPON THE EDUCATIONAL EXPERIENCE PROVIDED AT THE LEWIS AND CLARK INTERPRETIVE CENTER. ANY PROFITS FROM THE STORE ARE USED TO SUPPORT THE MISSION OF THE LEWIS & CLARK FOUNDATION.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$84,870	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	7	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	11	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	0	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JUNKERMIER CLARK CAMPANELLA STEVENS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4067612820	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	501 PARK DRIVE SOUTH	AddressLine1Txt
City	GREAT FALLS	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59405	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
TERI ANDERSON
PAST PRESIDENT	5.00	Yes (X)	Yes (X)	$0	$0	$0
PATRICK WINDERL
PRESIDENT	5.00	Yes (X)	Yes (X)	$0	$0	$0
DWIGHT SMITH
PRESIDENT ELECT	5.00	Yes (X)	Yes (X)	$0	$0	$0
CAROLYN VALACICH
VICE PRESIDENT	5.00	Yes (X)	Yes (X)	$0	$0	$0
MARK CAPPIS
TREASURER	5.00	Yes (X)	Yes (X)	$0	$0	$0
DICK MARTIN
SECRETARY	5.00	Yes (X)	Yes (X)	$0	$0	$0
MARCIA ANDERSON
DIRECTOR	2.00	Yes (X)		$0	$0	$0
TOM DUFFY
DIRECTOR	2.00	Yes (X)		$0	$0	$0
NICK GERANIOS
DIRECTOR	2.00	Yes (X)		$0	$0	$0
LINNETTE HAMAN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
TODD KNOWLES
DIRECTOR	2.00	Yes (X)		$0	$0	$0
IDA JOHNSON
DIRECTOR	2.00	Yes (X)		$0	$0	$0
HOLLY KOPEIKIN
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DAN MANELLA
DIRECTOR	2.00	Yes (X)		$0	$0	$0
SEAN O'CONNELL
DIRECTOR	2.00	Yes (X)		$0	$0	$0
BOB VINSON
DIRECTOR	2.00	Yes (X)		$0	$0	$0
DIANE VOLK
DIRECTOR	2.00	Yes (X)		$0	$0	$0
NICOLE WIEGAND
DIRECTOR	2.00	Yes (X)		$0	$0	$0
JAY RUSSELL
EXECUTIVE DIRECTOR	40.00		Yes (X)	$65,966	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$65,966	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$9,665	MembershipDuesAmt
Fundraising	$24,248	FundraisingAmt
Government Grants	$12,360	GovernmentGrantsAmt
All Other Contributions	$72,007	AllOtherContributionsAmt
Noncash Contributions	$500	NoncashContributionsAmt
Total Contributions	$118,280	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	EDUCATIONAL ACTIVITY F	Desc
Business	611710	BusinessCd
Total Revenue Column	$250	TotalRevenueColumnAmt
Related Or Exempt Func Income	$250	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$250	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,350	TotalRevenueColumnAmt
Exclusion	$4,350	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$51,106	SecuritiesAmt
Other	$200,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$50,669	SecuritiesAmt
Other	$250,000	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$437	SecuritiesAmt
Other	-$50,000	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$49,563	TotalRevenueColumnAmt
Exclusion	-$49,563	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$20,100	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$24,248	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$8,320	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,780	TotalRevenueColumnAmt
Exclusion	$11,780	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$48,682	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$21,185	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27,497	TotalRevenueColumnAmt
Related Or Exempt Func Income	$27,497	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	REFUNDS	Desc
Business	900099	BusinessCd
Total Revenue Column	$659	TotalRevenueColumnAmt
Related Or Exempt Func Income	$659	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$659	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$113,253	TotalRevenueColumnAmt
Related Or Exempt Func Income	$28,406	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$33,433	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$54,258	TotalAmt
Program Services	$16,278	ProgramServicesAmt
Management And General	$15,192	ManagementAndGeneralAmt
Fundraising	$22,788	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$55,804	TotalAmt
Program Services	$41,030	ProgramServicesAmt
Management And General	$10,522	ManagementAndGeneralAmt
Fundraising	$4,252	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,902	TotalAmt
Program Services	$5,353	ProgramServicesAmt
Management And General	$2,303	ManagementAndGeneralAmt
Fundraising	$2,246	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$7,400	TotalAmt
Management And General	$7,400	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,861	TotalAmt
Management And General	$1,861	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$300	TotalAmt
Fundraising	$300	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$775	TotalAmt
Program Services	$775	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,899	TotalAmt
Program Services	$1,328	ProgramServicesAmt
Management And General	$1,328	ManagementAndGeneralAmt
Fundraising	$2,243	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$411	TotalAmt
Program Services	$137	ProgramServicesAmt
Management And General	$137	ManagementAndGeneralAmt
Fundraising	$137	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$150	TotalAmt
Program Services	$75	ProgramServicesAmt
Management And General	$75	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,031	TotalAmt
Program Services	$163	ProgramServicesAmt
Management And General	$868	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
EXHIBITS AND PROGRAMS	$12,569	$12,569
PORTAGE CACHE STORE EXP	$6,619	$6,619
LCIC AND LCF VOLUNTEER	$825	$467	$358
ANNUITY EXPENSE	$88		$88

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$76	TotalAmt
Program Services	$76	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$156,968	TotalAmt
Program Services	$84,870	ProgramServicesAmt
Management And General	$40,132	ManagementAndGeneralAmt
Fundraising	$31,966	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$17,496	BOYAmt
EOY	$92,131	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$17,936	BOYAmt
EOY	$17,977	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,250	BOYAmt
EOY	$74	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$55,495	BOYAmt
EOY	$48,698	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$962	BOYAmt
EOY	$743	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$567,093	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$10,365	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$556,728	BOYAmt
EOY	$556,728	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$102,711	BOYAmt
EOY	$299,585	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$393,838	BOYAmt
EOY	$143,838	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,157,416	BOYAmt
EOY	$1,159,774	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$17,975	BOYAmt
EOY	$23,972	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,000	BOYAmt
EOY	$200	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$27,800	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,975	BOYAmt
EOY	$3,063	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$24,950	BOYAmt
EOY	$55,035	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$774,755	BOYAmt
EOY	$729,280	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$357,711	BOYAmt
EOY	$375,459	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,132,466	BOYAmt
EOY	$1,104,739	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,157,416	BOYAmt
EOY	$1,159,774	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$43,715	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$15,988	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$110,930	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$118,325	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$102,452	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$184,958	CurrentTaxYearMinus1YearAmt
Current Tax Year	$118,280	CurrentTaxYearAmt
Total	$634,945	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,678	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,420	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,890	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,890	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,890	CurrentTaxYearAmt
Total	$43,768	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$115,608	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$121,745	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$114,342	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$196,848	CurrentTaxYearMinus1YearAmt
Current Tax Year	$130,170	CurrentTaxYearAmt
Total	$678,713	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$90,382	SubstantialContributorsTotAmt
Public Support Total170	$588,331	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14,807	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,618	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,896	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,724	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,350	CurrentTaxYearAmt
Total	$36,395	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$715,108	TotalSupportAmt
Gross Receipts Rltd Activities	$820,023	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.82270	PublicSupportCY170Pct
Public Support PY170	0.83180	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$143,838	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	Yes (1)	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$133,219	BeginningYearBalanceAmt
Contributions	$180,000	ContributionsAmt
Investment Earnings Or Losses	$20,775	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,000	OtherExpendituresAmt
Administrative Expenses	$1,861	AdministrativeExpensesAmt
End Year Balance	$330,133	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$128,760	BeginningYearBalanceAmt
Investment Earnings Or Losses	$4,459	InvestmentEarningsOrLossesAmt
End Year Balance	$133,219	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$130,341	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$1,581	InvestmentEarningsOrLossesAmt
End Year Balance	$128,760	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$130,230	BeginningYearBalanceAmt
Investment Earnings Or Losses	$173	InvestmentEarningsOrLossesAmt
Other Expenditures	$62	OtherExpendituresAmt
End Year Balance	$130,341	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$132,340	BeginningYearBalanceAmt
Investment Earnings Or Losses	$156	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,266	OtherExpendituresAmt
End Year Balance	$130,230	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.61450	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.37950	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00600	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$556,728	OtherCostOrOtherBasisAmt
Book Value	$556,728	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,365	OtherCostOrOtherBasisAmt
Depreciation	$10,365	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$556,728	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	ART COLLECTION	Desc
Book Value	$143,838	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$143,838	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITIES PAYABLE	Desc
Amt	$3,063	Amt

Field	Value	IRS element (for citing)
Total Liability	$3,063	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART III, LINE 4:

COLLECTIONS ARE CAPITALIZED AT APPRAISED OR FAIR MARKET VALUE AT THE DATE OF RECEIPT. IN 2005, A PAINTING OF THE INTERPRETIVE CENTER BY THOMAS GILLEON WAS PURCHASED JOINTLY AT AN AUCTION BY TWO FAMILIES AND DONATED TO THE FOUNDATION. IT IS VALUED AT THE AUCTION PRICE OF $2,000. IN SEPTEMBER 2006, A FAMILY DONATED "OFFERING AT THE GREAT CLEARING", A PAINTING BY JESSE W. HENDERSON, TO THE FOUNDATION. IT WAS APPRAISED AND IS REPORTED ON THE FINANCIAL STATEMENTS AT $38,000. BOTH OF THE FOUNDATION'S PAINTINGS ARE ON DISPLAY AT THE INTERPRETIVE CENTER. IN NOVEMBER 2009, A HISTORIC "BULL BOAT" WAS DONATED TO THE FOUNDATION. IT IS CAPITALIZED AT AN ESTIMATED FAIR MARKET VALUE OF $250.00 FOR FINANCIAL REPORTING PURPOSES. DURING 2012-2013, PRESERVATION WORK, AT A COST OF $1,500, WAS COMPLETED ON THE BULL BOAT AND IT HAS BEEN RENDERED SUITABLE FOR DISPLAY AT THE INTERPRETIVE CENTER. IN JANUARY 2010, A HISTORIC BISON SKULL WAS DONATED TO THE FOUNDATION. IT IS CAPITALIZED AT AN ESTIMATED MARKET VALUE OF $250 FOR FINANCIAL REPORTING PURPOSES. IN MAY 2011, THE FOUNDATION COMPLETED AND INSTALLED FOR DISPLAY AT THE INTERPRETIVE CENTER A LIFE-SIZE BRONZE STATUE OF SEAMAN, THE NEWFOUNDLAND DOG ACCOMPANYING THE LEWIS & CLARK EXPEDITION; THE STATUE IS CAPITALIZED AT THE TOTAL COST TO COMPLETE AND INSTALL OF $14,151.00. DURING 2011, THE FOUNDATION RECEIVED A 2/3 SCALE REPLICA OF A BATEAU BOAT CONSTRUCTED AND TESTED BY BOY SCOUTS. THE AUTHENTIC REPLICA BATEAU BOAT IS CAPITALIZED AT AN ESTIMATED FAIR MARKET VALUE OF $13,000 AND IS INSTALLED AT THE INTERPRETIVE CENTER FOR DISPLAY. DURING 2013, THE FOUNDATION RECEIVED A CLAY SCULPTURE BY ARTIST JOE HALKO ENTITLED MISSORI BREAKS MEDICINE. DURING 2016, THE FOUNDATION AND DIRECTOR CRAIG WIRTH COMPLETED WORK ON A FILM DOCUMENTARY CALLED OR PERISH IN THE ATTEMPT AND INCLUDED THIS DOCUMENTARY IN THE COLLECTION, AS IT WILL BE USED AT THE LEWIS AND CLARK INTERPRETIVE CENTER FOR THE EDUCATION OF VISITORS. DURING 2019, THE FOUNDATION RECEIVED THE PAINTING FORLORN HOPE AND CAPITALIZED AT AN ESTIMATED FAIR MARKET VALUE OF $4,000. THE FOUNDATION MAY SELL COLLECTION ITEMS OR DONATE THEM TO OTHER ORGANIZATIONS IF THE FOUNDATION DETERMINES THAT THE PHYSICAL DISPLAY OF THE ITEM AT THE LEWIS AND CLARK INTERPRETIVE CENTER IS NOT THE MOST APPROPRIATE USE OF THE ART OR ARTIFACT.

PART V, LINE 4:

INCOME GENERATED BY THE ENDOWMENT FUNDS IS UTILIZED FOR PROGRAM SERVICES AND ADMINISTRATIVE EXPENSES.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	TRAIL MIXER	Event1Nm
Gross Receipts Event1	$44,348	GrossReceiptsEvent1Amt
Charitable Contri Event1	$24,248	CharitableContriEvent1Amt
Gross Revenue Event1	$20,100	GrossRevenueEvent1Amt
Food And Beverage Event1	$35	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$8,285	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$44,348	GrossReceiptsTotalAmt
Charitable Contributions Tot	$24,248	CharitableContributionsTotAmt
Gross Revenue Total Events	$20,100	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$35	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$8,285	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$8,320	DirectExpenseSummaryEventsAmt
Net Income Summary	$11,780	NetIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	MT	StatesWhereGamingConductedCd
Licensed	0	LicensedInd
Explanation If No	MONTANA DOES NOT REQUIRE CHARITABLE ORGANIZATIONS TO REGISTER FOR A GAMING LICENSE TO CONDUCT RAFFLES OR HEADS OR TAILS GAMES.	ExplanationIfNoTxt
License Suspended Etc	0	LicenseSuspendedEtcInd
Gaming With Nonmembers	Yes (1)	GamingWithNonmembersInd
Member Of Other Entity	0	MemberOfOtherEntityInd
Gaming Other Facility	1.00000	GamingOtherFacilityPct
Individual With Books	JAY RUSSELL	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 398	AddressLine1Txt
City	GREAT FALLS	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59403	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	0	CntrctWith3rdPrtyForGameRevInd
Charitable Distribution Rqr	0	CharitableDistributionRqrInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 15A	THE OFFICERS OF THE ORGANIZATION RECEIVE NO COMPENSATION. THE EXECUTIVE DIRECTOR'S COMPENSATION AND PERFORMANCE ARE REVIEWED USING A STANDARD FORM, DEVELOPED BY THE BOARD'S EXECUTIVE COMMITTEE. THIS REVIEW IS THEN BROUGHT TO THE FULL BOARD FOR DISCUSSION AND SERVES AS THE BASIS FOR RENEWING THE EXECUTIVE DIRECTOR'S CONTRACT.
FORM 990, PART VI, SECTION C, LINE 19	THE FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE PROVIDED TO GENERAL PUBLIC UPON REQUEST.