2017-08-15T16:03:23-05:00 2016-09-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC P O BOX 989 GREAT FALLS MT 59403 990 2015-10-01 810471734 LEWIS & CLARK FOUNDATION LEWI 4067917733 PO BOX 398 GREAT FALLS MT 594030398 JAY RUSSELL EXECUTIVE DIRECTOR 4067917733 2017-08-15 1 LANA KADOSHNIKOV CPA P00441678 4067612820 2017-08-14 2015 2021-01-29 14:40:06Z JAY RUSSELL PO BOX 398 GREAT FALLS MT 594030398 317919 0 X WWW.LEWISANDCLARKFOUNDATION.ORG X 1991 MT TO PROVIDE FUNDING FOR CONSTRUCTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT. 18 18 9 93 0 0 101525 110930 1161 3430 169 156 94130 83575 196985 198091 0 0 0 0 140780 137516 0 0 38610 47994 52731 188774 190247 8211 7844 1101166 1113675 27553 32218 1073613 1081457 TO PROVIDE FUNDING FOR CONSTRUCTION, PROMOTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT. 0 0 53053 3430 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. 48602 69279 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. 101655 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 10 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 X JUNKERMIER CLARK CAMPANELLA STEVENS 4067612820 501 PARK DRIVE SOUTH GREAT FALLS MT 59405 LORAN STENSLAND PAST PRESIDENT 5.00 X X 0 0 0 TRAVIS HARP PRESIDENT 5.00 X X 0 0 0 MARK CAPPIS PRESIDENT ELECT 5.00 X X 0 0 0 GREG THAYER TREASURER 5.00 X X 0 0 0 TERI ANDERSON DIRECTOR 2.00 X 0 0 0 NORMA ASHBY DIRECTOR 2.00 X 0 0 0 REED BASSETT DIRECTOR 2.00 X 0 0 0 GAYLE FISHER SECRETARY 5.00 X X 0 0 0 BRUCE BUGBEE DIRECTOR 2.00 X 0 0 0 DUGAN COBURN DIRECTOR 2.00 X 0 0 0 KAREN CONWAY DIRECTOR 2.00 X 0 0 0 DAVID DAVIS DIRECTOR 2.00 X 0 0 0 NICK GERANIOS DIRECTOR 2.00 X 0 0 0 PEYTON HUFFMAN DIRECTOR 2.00 X 0 0 0 DICK MARTIN DIRECTOR 2.00 X 0 0 0 SHARON MCGOWAN DIRECTOR 2.00 X 0 0 0 DWIGHT SMITH DIRECTOR 2.00 X 0 0 0 MARY WILLMARTH DIRECTOR 2.00 X 0 0 0 PATRICK WINDERL DIRECTOR 2.00 X 0 0 0 JAY RUSSELL EXECUTIVE DIRECTOR 40.00 X 77433 0 0 77433 0 0 0 0 0 0 0 9405 47374 21638 32513 26392 110930 EDUCATIONAL ACTIVITY F 611710 3430 3430 3430 156 156 14651 4442 10209 10209 10209 64095 47374 63611 484 484 3160 0 3160 3160 121054 51775 69279 69279 REFUNDS 900099 443 443 443 198091 72709 0 14452 73808 22143 20666 30999 51815 38859 10011 2945 322 258 32 32 11571 5671 2816 3084 10617 10617 1700 1700 147 147 5328 2095 2095 1138 1942 1942 4022 2011 2011 6262 6262 1346 690 317 339 46 46 900 900 PORTAGE CACHE STORE EXP 9519 9519 EXHIBITS AND PROGRAMS 4574 4574 LEWIS & CLARK FESTIVAL 3300 3300 LCIC AND LCF VOLUNTEER 2955 2438 517 73 73 190247 101655 49982 38610 45527 43363 103777 103933 13301 12782 25 25 47455 51410 1235 2753 521251 10296 511001 510955 378845 388454 1101166 1113675 18138 23144 9415 9074 27553 32218 X 771353 791748 76970 64419 225290 225290 1073613 1081457 1101166 1113675 7844 0 X 0 0 0 X 178655 146043 131709 101525 110930 668862 5935 5935 5935 5935 4678 28418 184590 151978 137644 107460 115608 697280 58267 639013 8861 8134 8352 7539 14807 47693 744973 922168 0.85780 0.85830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 388454 X X X 1 132340 156 2266 130230 132170 170 132340 105466 26402 302 132170 105135 331 105466 104699 436 105135 0.03790 0.96210 0.00000 1 0 510886 510886 10365 10296 69 510955 ART COLLECTION 388454 388454 PAYROLL LIABILITIES 3939 RENTAL DEPOSITS PAYABLE 2400 ANNUITIES PAYABLE 2735 9074 PART III, LINE 4: COLLECTIONS ARE CAPITALIZED AT APPRAISED OR FAIR MARKET VALUE AT THE DATE OF RECEIPT. ONE OF THE FOUNDATION'S COLLECTION ITEMS, A PAINTING BY OLAF CARL SELTZER - "CHIEF YELLOW WEASEL" WAS VALUED AT $250,000 IN 1997. 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. ALL THREE 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. THE ORGANIZATION RECEIVED MANY VARIED CONTRIBUTIONS, INCLUDING ART ITEMS, WHEN SOLICITING CONTRIBUTIONS FOR THE TRAIL MIXER. MANY ITEMS ARE NOT SUITABLE FOR DISPLAY AT THE LEWIS AND CLARK INTERPRETIVE CENTER OR ARE INTENDED BY THE DONOR TO BE SOLD TO RAISE FUNDS. IN THESE CASES, THE ORGANIZATION MAY SELL THE ITEM RATHER THAN RETAINING IT AS PART OF THE COLLECTION. PART V, LINE 4: INCOME GENERATED BY THE ENDOWMENT FUNDS IS UTILIZED FOR PROGRAM SERVICES AND ADMINISTRATIVE EXPENSES. TRAIL MIXER 84241 27504 56737 2975 8538 33322 LEWIS & CLARK FESTIVAL/BLUEGRASS 27053 19870 7183 5247 806 6650 6073 111294 47374 63920 8222 9344 6650 39395 63611 309 3160 1 0.90000 3160 3160 MT 0 MONTANA DOES NOT REQUIRE CHARITABLE ORGANIZATIONS TO REGISTER FOR A GAMING LICENSE TO CONDUCT RAFFLES OR HEADS OR TAILS GAMES. 0 1 0 0.00000 1.00000 JAY RUSSELL PO BOX 398 GREAT FALLS MT 59403 0 0 X 6 1050 ESTIMATED FMV X 1 154 ESTIMATED FMV X ASSORTED AUCTION ITEMS 118 25188 ESTIMATED FMV 0 1 0 PART I, COLUMN (B): CONTRIBUTIONS ARE COUNTED BY CONTRIBUTION. MULTIPLE ITEMS MAY MAKE UP ONE CONTRIBUTION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DISTRIBUTED TO MANAGEMENT BEFORE FILING AND REVIEWED AT THE BOARD OF DIRECTORS MEETING. 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.