LEWIS & CLARK FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS & CLARK FOUNDATION (EIN 81-0471734)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-08
- IRS object ID
- 201132209349301753
- Schema version
- 2009v1.7
- 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 | 2011-08-08T17:29:41-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-10-01 | 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 INTERPRETIVE CTR FOUND | 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 | 2011-07-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORAN S STENSLAND CPA | Name |
| Phone | 4067612820 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | P O BOX 398 | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 204286 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.lewisandclarkfoundation.org | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| 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 | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 126181 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 152533 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1601 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2256 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 32747 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12816 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 160529 | TotalRevenuePriorYear |
| Total Revenue Current Year | 167605 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 115114 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 96354 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 56848 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 84035 | OtherExpensePriorYear |
| Other Expenses Current Year | 82728 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 199149 | TotalExpensesPriorYear |
| Total Expenses Current Year | 179082 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -38620 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11477 | RevenuesLessExpensesCY |
| Total Assets BOY | 987215 | TotalAssetsBOY |
| Total Assets EOY | 991545 | TotalAssetsEOY |
| Total Liabilities BOY | 32561 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 48368 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 954654 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 943177 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE FUNDING FOR CONSTRUCTION, 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 | 95157 | Expense |
| 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 |
| Total Program Service Expense | 95157 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | 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 | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | 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 |
| 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 | ||||||
| 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 ELECT | 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 | ||||||
| SECRETARY/TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| DEBBIE CHURCHILL | ||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | |
| DALE SCHWANKE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TOM FIGARELLE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CAROL BRONSON | ||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| NATALIE HEYDENREICH | ||||||
| PAST PRESIDENT | 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 | |
| PEYTON HUFFMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVE KETELHOHN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JON SAUNDERS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARY WILMARTH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEFF WINTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ELIZABETH CASSELLI | ||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | |
| JAY RUSSELL | ||||||
| FOUNDATION MANAGER | 40.00 | X | 69135 | 0 | 6362 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 69135 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6362 | 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 | 209 | FederatedCampaigns |
| Membership Dues | 16075 | MembershipDues |
| Fundraising Events | 23683 | FundraisingEvents |
| Government Grants | 47761 | GovernmentGrants |
| All Other Contributions | 64805 | AllOtherContributions |
| Noncash Contributions | 6711 | NoncashContributions |
| Total Contributions | 152533 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2256 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2256 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2372 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7628 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7628 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7628 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 39497 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 23683 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 34309 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5188 | TotalRevenueColumn |
| Exclusion | $5,188 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 167605 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9884 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,188 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69135 | Total |
| Program Services | 11753 | ProgramServices |
| Management And General | 16592 | ManagementAndGeneral |
| Fundraising | 40790 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12628 | Total |
| Program Services | 2147 | ProgramServices |
| Management And General | 3031 | ManagementAndGeneral |
| Fundraising | 7450 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6363 | Total |
| Program Services | 1082 | ProgramServices |
| Management And General | 1527 | ManagementAndGeneral |
| Fundraising | 3754 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8228 | Total |
| Program Services | 1399 | ProgramServices |
| Management And General | 1975 | ManagementAndGeneral |
| Fundraising | 4854 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14807 | Total |
| Program Services | 14807 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6420 | Total |
| Program Services | 3210 | ProgramServices |
| Management And General | 3210 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653 | Total |
| Program Services | 653 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220 | Total |
| Program Services | 110 | ProgramServices |
| Management And General | 110 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 632 | Total |
| Management And General | 632 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FIELD INVESTIGATIONS PR | 41617 | 41617 |
| SEAMAN BRONZE PROJECT | 9509 | 9509 |
| EXHIBITS AND PROGRAMS | 8870 | 8870 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179082 | Total |
| Program Services | 95157 | ProgramServices |
| Management And General | 27077 | ManagementAndGeneral |
| Fundraising | 56848 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18526 | BOY |
| EOY | 122073 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142164 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15110 | BOY |
| EOY | 56255 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1522 | BOY |
| EOY | 1106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 515310 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3978 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 511964 | BOY |
| EOY | 511332 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297929 | BOY |
| EOY | 300779 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 987215 | BOY |
| EOY | 991545 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13119 | BOY |
| EOY | 42319 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17530 | BOY |
| EOY | 780 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1912 | BOY |
| EOY | 5269 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32561 | BOY |
| EOY | 48368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 747507 | BOY |
| EOY | 731746 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18329 | BOY |
| EOY | 22613 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188818 | BOY |
| EOY | 188818 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 954654 | BOY |
| EOY | 943177 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 987215 | BOY |
| EOY | 991545 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 383991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 610799 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 327657 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 126181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 164281 | CurrentTaxYear |
| Total | 1612909 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 383991 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 610799 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 327657 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 126181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 164281 | CurrentTaxYear |
| Total | 1612909 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1612909 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6934 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4190 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1601 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2256 | CurrentTaxYear |
| Total | 22117 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1635026 | TotalSupport |
| Gross Receipts From Admissions Etc | 181343 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98680 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 298700 | 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 | 88941 | BeginningOfYearBalance |
| Contributions | 633 | Contributions |
| Investment Earnings Or Losses | 1731 | InvestmentEarningsOrLosses |
| End Of Year Balance | 91305 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| 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 | 4424 | OtherCostOrOtherBasis |
| Depreciation | 3978 | Depreciation |
| Book Value | 446 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 511332 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ART COLLECTION | 298700 |
| SEAMAN BRONZE INVENTORY/RECEIVABLES | 2079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 300779 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BANK OVERDRAFT | $3,402 |
| COMPENSATED ABSENCES PAYABLE | $1,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5269 | TotalOfAmounts |
| Total Revenue | 167605 | TotalRevenue |
| Total Expenses | 179082 | TotalExpenses |
| Excess Or Deficit For Year | -11477 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -11477 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 193902 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 30095 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 30095 | RevenueNotRptdF990 |
| Revenue Subtotal | 163807 | RevenueSubtotal |
| Other Revenues Not Included | 3798 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3798 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 167605 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 205379 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 30095 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 30095 | ExpensesNotRptdF990 |
| Expenses Subtotal | 175284 | ExpensesSubtotal |
| Other Expenses Not Included | 3798 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3798 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 179082 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. 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. All three of the Foundations paintings are on display at the Interpretive Center. The Bull Boat is currently in storage as the Foundation assesses its best use. In January 2010, a historic Bison skull was donated ot the Foundation. I tis cpaitalized at an estimated market value of $250 for financial reporting purposes. The Foundation is currently in the process of completing the Seaman Bronze Project. Costs capitalized through September 30, 2010 amounted to $8,200. | |
| Part V, Line 4: | INCOME GENERATED BY THE ENDOWNMENT FUNDS IS UTILIZED FOR THE 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 | FALL BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 80027 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 23683 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 56344 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 52010 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1500 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 1500 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 646 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 81527 | GrossReceiptsTotal |
| Charitable Contributions Total | 23683 | CharitableContributionsTotal |
| Gross Revenue Total Events | 57844 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 52656 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 52656 | DirectExpenseSummaryEvents |
| Net Income Summary | 5188 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | 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 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 DIRECTORS 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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