2013-05-13T14:14:32-05:00 2012-09-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC P O BOX 989 GREAT FALLS MT 59403 990 2011-10-01 810471734 LEWIS & CLARK FOUNDATION LEWI 4067917733 PO BOX 398 GREAT FALLS MT 594030398 JAY RUSSELL 4067917733 2013-05-09 1 LORAN S STENSLAND CPA P00498853 4067612820 2013-05-02 2011 2016-02-24 21:20:13Z JAY RUSSELL PO BOX 398 GREAT FALLS MT 594030398 370606 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. 24 24 9 100 0 0 112318 178655 2131 2690 1164 436 102062 80332 217675 262113 0 0 0 0 142494 144434 0 0 59852 104600 75639 247094 220073 -29419 42040 1038822 1084787 37940 41865 1000882 1042922 TO PROVIDE FUNDING FOR CONSTRUCTION, PROMOTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT. 0 0 69922 9255 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. 46092 39903 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. 116014 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 0 1 0 0 0 0 0 0 0 0 1 20 0 1 9 1 0 0 0 0 0 0 0 0 X 24 24 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 BRAD GARPESTAD 5.00 X X 0 0 0 RONDA BANIK 2.00 X 0 0 0 JAMES PARKER SHIELD 2.00 X 0 0 0 MARCIA STAIGMILLER 2.00 X 0 0 0 GREG THAYER 5.00 X X 0 0 0 MARY CHAFFIN 2.00 X 0 0 0 GAYLE FISHER 2.00 X 0 0 0 LORAN STENSLAND 5.00 X X 0 0 0 DEBBIE CHURCHILL 2.00 X 0 0 0 DALE SCHWANKE 5.00 X X 0 0 0 CAROL BRONSON 5.00 X X 0 0 0 BRAD BERGMAN 2.00 X 0 0 0 DENISE BOGGS-BURK 2.00 X 0 0 0 ANGIE BRUSKOTTER 2.00 X 0 0 0 BRUCE BUGBEE 2.00 X 0 0 0 ED BUTTREY 2.00 X 0 0 0 BRIAN CAYKO 2.00 X 0 0 0 BECKY FINK 2.00 X 0 0 0 ROB HANEY 2.00 X 0 0 0 TRAVIS HARP 2.00 X 0 0 0 PEYTON HUFFMAN 2.00 X 0 0 0 DAVE KETELHOHN 2.00 X 0 0 0 MARY WILLMARTH 2.00 X 0 0 0 JEFF WINTER 2.00 X 0 0 0 JAY RUSSELL 40.00 X 75712 0 0 75712 0 0 0 0 0 0 0 104 14075 34615 30511 99350 13000 178655 EDUCATIONAL ACTIVITY F 611710 2690 2690 2690 436 436 8425 2856 5569 5569 5569 89572 34615 55708 33864 33864 89700 49929 39771 39771 SEAMAN BRONZE PROJECT 900099 975 975 OPERATING AUDIO TOURS 900099 132 132 MISCELLANEOUS REVENUE 900099 21 21 1128 262113 49158 0 34300 79000 13430 18960 46610 53813 39402 5443 8968 -2387 -406 -573 -1408 14008 5603 2802 5603 10179 10179 622 272 271 79 11316 5658 5658 2982 2415 567 280 280 900 900 EXHIBITS AND PROGRAMS 20892 20892 FIELD INVESTIGATIONS PR 14409 14409 PORTAGE CACHE STORE EXP 11423 11423 MISCELLANEOUS 2238 2238 398 398 220073 116014 44207 59852 45085 63583 92799 93235 21915 25830 666 59114 50983 3069 3192 527529 16593 511217 510936 305623 336362 1038822 1084787 21793 35602 7340 0 8807 6263 37940 41865 X 791196 785162 8682 56756 201004 201004 1000882 1042922 1038822 1084787 42040 0 X 0 0 0 X 327657 126181 164281 156381 178655 953155 5935 5935 11870 327657 126181 164281 162316 184590 965025 55646 909379 4190 1601 2256 13787 8861 30695 1887 1887 997607 312964 0.91160 0.97840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13000 317651 X X X 0 104699 0 436 105135 91305 12186 1208 104699 88941 633 1731 91305 82307 6634 88941 0.02000 0.96000 0.02000 1 0 510886 510886 16643 16593 50 510936 ART COLLECTION 317651 SEAMAN BRONZE INVENTORY/RECEIVABLES 644 COLLECTIONS UNDER DEVELOPMENT 18067 336362 COMPENSATED ABSENCES PAYABLE 1645 PAYROLL LIABILITIES 3205 RENTAL SECURITY DEPOSIT PAYABLE 900 ANNUITIES PAYABLE 513 6263 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME GENERATED BY THE ENDOWMENT FUNDS IS UTILIZED FOR PROGRAM SERVICES AND ADMINISTRATIVE EXPENSES. SEPTEMBER FALL BENEFIT 60645 18785 41860 449 3053 7097 15346 NOVEMBER FALL BENEFIT 50363 14780 35583 729 2225 7348 9879 3 13179 1050 12129 510 1857 7215 124187 34615 89572 1178 5788 16302 32440 55708 33864 X 2/3 SIZE REPLICA BATEAU BOAT FOR EXHIBIT 1 13000 OPINION OF EXPERT 0 0 0 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.