LEWIS & CLARK FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS & CLARK FOUNDATION (EIN 81-0471734)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-05-13
- IRS object ID
- 201311339349303486
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T14:14:32-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810348775 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIERCLARKCAMPANELLASTEVENSPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 989 | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810471734 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS & CLARK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEWI | NameControl |
| Phone | 4067917733 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 398 | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 594030398 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY RUSSELL | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4067917733 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORAN S STENSLAND CPA | Name |
| PTIN | P00498853 | PTIN |
| Phone | 4067612820 | Phone |
| Date Prepared | 2013-05-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAY RUSSELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 398 | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 594030398 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 370606 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEWISANDCLARKFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FUNDING FOR CONSTRUCTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 112318 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 178655 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2131 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2690 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1164 | InvestmentIncomePriorYear |
| Investment Income Current Year | 436 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 102062 | OtherRevenuePriorYear |
| Other Revenue Current Year | 80332 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 217675 | TotalRevenuePriorYear |
| Total Revenue Current Year | 262113 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 142494 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 144434 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 59852 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 104600 | OtherExpensePriorYear |
| Other Expenses Current Year | 75639 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 247094 | TotalExpensesPriorYear |
| Total Expenses Current Year | 220073 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -29419 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 42040 | RevenuesLessExpensesCY |
| Total Assets BOY | 1038822 | TotalAssetsBOY |
| Total Assets EOY | 1084787 | TotalAssetsEOY |
| Total Liabilities BOY | 37940 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41865 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1000882 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1042922 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE FUNDING FOR CONSTRUCTION, PROMOTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 69922 | Expense |
| Revenue | 9255 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 46092 | Expense |
| Revenue | 39903 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 116014 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIER CLARK CAMPANELLA STEVENS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4067612820 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 PARK DRIVE SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59405 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BRAD GARPESTAD | ||||||
| PAST PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| RONDA BANIK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAMES PARKER SHIELD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARCIA STAIGMILLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GREG THAYER | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| MARY CHAFFIN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GAYLE FISHER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LORAN STENSLAND | ||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| DEBBIE CHURCHILL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DALE SCHWANKE | ||||||
| SECRETARY-TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| CAROL BRONSON | ||||||
| PRESIDENT ELECT | 5.00 | X | X | 0 | 0 | 0 |
| BRAD BERGMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DENISE BOGGS-BURK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANGIE BRUSKOTTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRUCE BUGBEE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ED BUTTREY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRIAN CAYKO | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BECKY FINK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROB HANEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TRAVIS HARP | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PEYTON HUFFMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVE KETELHOHN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARY WILLMARTH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEFF WINTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAY RUSSELL | ||||||
| FOUNDATION MANAGER | 40.00 | X | 75712 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 75712 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 104 | FederatedCampaigns |
| Membership Dues | 14075 | MembershipDues |
| Fundraising Events | 34615 | FundraisingEvents |
| Government Grants | 30511 | GovernmentGrants |
| All Other Contributions | 99350 | AllOtherContributions |
| Noncash Contributions | 13000 | NoncashContributions |
| Total Contributions | 178655 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATIONAL ACTIVITY F | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 2690 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2690 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2690 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 436 | TotalRevenueColumn |
| Exclusion | $436 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 8425 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2856 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5569 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5569 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5569 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 89572 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 34615 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 55708 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33864 | TotalRevenueColumn |
| Exclusion | $33,864 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 89700 | GrossSalesOfInventory |
| Cost Of Goods Sold | 49929 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39771 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39771 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SEAMAN BRONZE PROJECT | 900099 | 975 | 975 |
| OPERATING AUDIO TOURS | 900099 | 132 | 132 |
| MISCELLANEOUS REVENUE | 900099 | 21 | 21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1128 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 262113 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49158 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $34,300 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79000 | Total |
| Program Services | 13430 | ProgramServices |
| Management And General | 18960 | ManagementAndGeneral |
| Fundraising | 46610 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53813 | Total |
| Program Services | 39402 | ProgramServices |
| Management And General | 5443 | ManagementAndGeneral |
| Fundraising | 8968 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -2387 | Total |
| Program Services | -406 | ProgramServices |
| Management And General | -573 | ManagementAndGeneral |
| Fundraising | -1408 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14008 | Total |
| Program Services | 5603 | ProgramServices |
| Management And General | 2802 | ManagementAndGeneral |
| Fundraising | 5603 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10179 | Total |
| Management And General | 10179 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622 | Total |
| Program Services | 272 | ProgramServices |
| Management And General | 271 | ManagementAndGeneral |
| Fundraising | 79 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11316 | Total |
| Program Services | 5658 | ProgramServices |
| Management And General | 5658 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2982 | Total |
| Program Services | 2415 | ProgramServices |
| Management And General | 567 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280 | Total |
| Program Services | 280 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 900 | Total |
| Management And General | 900 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| EXHIBITS AND PROGRAMS | 20892 | 20892 |
| FIELD INVESTIGATIONS PR | 14409 | 14409 |
| PORTAGE CACHE STORE EXP | 11423 | 11423 |
| MISCELLANEOUS | 2238 | 2238 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 398 | Total |
| Program Services | 398 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220073 | Total |
| Program Services | 116014 | ProgramServices |
| Management And General | 44207 | ManagementAndGeneral |
| Fundraising | 59852 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45085 | BOY |
| EOY | 63583 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92799 | BOY |
| EOY | 93235 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21915 | BOY |
| EOY | 25830 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 666 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59114 | BOY |
| EOY | 50983 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3069 | BOY |
| EOY | 3192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 527529 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16593 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 511217 | BOY |
| EOY | 510936 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305623 | BOY |
| EOY | 336362 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038822 | BOY |
| EOY | 1084787 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21793 | BOY |
| EOY | 35602 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7340 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8807 | BOY |
| EOY | 6263 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37940 | BOY |
| EOY | 41865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 791196 | BOY |
| EOY | 785162 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8682 | BOY |
| EOY | 56756 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201004 | BOY |
| EOY | 201004 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000882 | BOY |
| EOY | 1042922 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038822 | BOY |
| EOY | 1084787 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 42040 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 327657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 126181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 164281 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 156381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 178655 | CurrentTaxYear |
| Total | 953155 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 5935 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5935 | CurrentTaxYear |
| Total | 11870 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 327657 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 126181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 164281 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 162316 | CurrentTaxYearMinus1Year |
| Current Tax Year | 184590 | CurrentTaxYear |
| Total | 965025 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 55646 | AmountsSubstContributorsTotal |
| Public Support Total170 | 909379 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4190 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1601 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8861 | CurrentTaxYear |
| Total | 30695 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1887 | CurrentTaxYearMinus1Year |
| Total | 1887 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 997607 | TotalSupport |
| Gross Receipts From Admissions Etc | 312964 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91160 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97840 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 13000 | RevenuesIncluded |
| Assets In Part X | 317651 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 104699 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 436 | InvestmentEarningsOrLosses |
| End Of Year Balance | 105135 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91305 | BeginningOfYearBalance |
| Contributions | 12186 | Contributions |
| Investment Earnings Or Losses | 1208 | InvestmentEarningsOrLosses |
| End Of Year Balance | 104699 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 88941 | BeginningOfYearBalance |
| Contributions | 633 | Contributions |
| Investment Earnings Or Losses | 1731 | InvestmentEarningsOrLosses |
| End Of Year Balance | 91305 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82307 | BeginningOfYearBalance |
| Contributions | 6634 | Contributions |
| End Of Year Balance | 88941 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.96000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 510886 | OtherCostOrOtherBasis |
| Book Value | 510886 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16643 | OtherCostOrOtherBasis |
| Depreciation | 16593 | Depreciation |
| Book Value | 50 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 510936 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ART COLLECTION | 317651 |
| SEAMAN BRONZE INVENTORY/RECEIVABLES | 644 |
| COLLECTIONS UNDER DEVELOPMENT | 18067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 336362 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| COMPENSATED ABSENCES PAYABLE | $1,645 |
| PAYROLL LIABILITIES | $3,205 |
| RENTAL SECURITY DEPOSIT PAYABLE | $900 |
| ANNUITIES PAYABLE | $513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6263 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. THE BULL BOAT IS CURRENTLY UNDERGOING PRESERVATION WORK TO RENDER IT SUITABLE FOR DISPLAY AT THE INTERPRETIVE CENTER. IN JANUARY 2010, A HISTORIC BISON SKULL WAS DONATED TO THE FOUNDATION. IT IS CPAITALIZED 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. | |
| PART V, LINE 4: | INCOME GENERATED BY THE ENDOWMENT FUNDS IS UTILIZED FOR PROGRAM SERVICES AND ADMINISTRATIVE EXPENSES. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SEPTEMBER FALL BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 60645 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 18785 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 41860 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 449 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 3053 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7097 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 15346 | OtherDirectExpensesEvent1 |
| Name Of Event2 | NOVEMBER FALL BENEFIT | NameOfEvent2 |
| Gross Receipts Event2 | 50363 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 14780 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 35583 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 729 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 2225 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 7348 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 9879 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 13179 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1050 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 12129 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 510 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 1857 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 7215 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 124187 | GrossReceiptsTotal |
| Charitable Contributions Total | 34615 | CharitableContributionsTotal |
| Gross Revenue Total Events | 89572 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1178 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 5788 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 16302 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 32440 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 55708 | DirectExpenseSummaryEvents |
| Net Income Summary | 33864 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | 2/3 SIZE REPLICA BATEAU BOAT FOR EXHIBIT | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 13000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINION OF EXPERT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS DISTRIBUTED TO MANAGEMENT AND THE FINANCE AND INVESTMENT COMMITTEE 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 WOULD BE PROVIDED TO GENERAL PUBLIC UPON REQUEST. |
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