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Nonprofiteer
← LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC

Form 990 for tax year 2022

Filed by LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC.

Totals

Total revenue
$222,299
Total expenses
$322,896
Contributions and grants received
$135,206
Grants paid
$0
Program service revenue
$0
Investment income
$48,307
Other revenue
$38,786
Total assets, end of year
$3,659,030
Total liabilities, end of year
$68,256
Net assets or fund balances, end of year
$3,590,774
Program services expenses (Part IX)
$73,851
Management and general expenses
$249,045
Fundraising expenses
$0
Program service expenses (Part III)
$73,851

Program services were 22.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $45,060

  • 1f · All other contributions, gifts and grants

    $90,146

  • 3 · Investment income

    total $48,307 · related or exempt $48,307

  • 11a · Other revenue: WPO ADVERTISING

    total $19,833 · related or exempt $19,833

  • 11b · Other revenue: ANNUAL MEETING

    total $8,290 · related or exempt $8,290

  • 11c · Other revenue: SILENT/LIVE AUCTIONS

    total $6,602 · related or exempt $6,602

  • 11d · All other revenue

    total $4,061 · related or exempt $4,061

  • 11e · Other revenue, total

    $38,786

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $85,117 · program services $10,674 · management and general $74,443

  • 9 · Other employee benefits

    total $5,400 · management and general $5,400

  • 10 · Payroll taxes

    total $6,966 · program services $825 · management and general $6,141

  • 11g · Fees: other

    total $91,141 · program services $48,482 · management and general $42,659

  • 14 · Information technology

    total $5,200 · management and general $5,200

  • 16 · Occupancy

    total $5,589 · management and general $5,589

  • 17 · Travel

    total $10,352 · management and general $10,352

  • 22 · Depreciation, depletion and amortization

    total $4,408 · management and general $4,408

  • 23 · Insurance

    total $7,476 · management and general $7,476

  • 24a · Other expenses: PROJECTS

    total $80,892 · program services $10,712 · management and general $70,180

  • 24b · Other expenses: PRINTING/POSTAGE

    total $11,395 · program services $2,585 · management and general $8,810

  • 24c · Other expenses: SUPPLIES/MATERIALS

    total $4,103 · program services $479 · management and general $3,624

  • 24d · Other expenses: ANNUAL MEETING

    total $3,661 · management and general $3,661

  • 24e · All other expenses

    total $1,196 · program services $94 · management and general $1,102

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $272,540 · end of year $126,869

  • 3 · Pledges and grants receivable

    beginning of year $3,111 · end of year $1,360

  • 4 · Accounts receivable

    beginning of year $135

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,298 · end of year $1,626

  • 10a · Land, buildings and equipment: cost or other basis

    $46,485

  • 10b · Land, buildings and equipment: accumulated depreciation

    $37,509

  • 10c · Land, buildings and equipment, net

    beginning of year $11,270 · end of year $8,976

  • 11 · Investments: publicly traded securities

    beginning of year $2,964,642 · end of year $3,323,284

  • 15 · Other assets

    beginning of year $188,703 · end of year $196,915

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,551 · end of year $15,064

  • 25 · Other liabilities

    beginning of year $54,556 · end of year $53,192

  • 27 · Net assets without donor restrictions

    beginning of year $557,272 · end of year $564,393

  • 28 · Net assets with donor restrictions

    beginning of year $2,811,320 · end of year $3,026,381

Mission and programs · 2022

Mission

THE LEWIS AND CLARK TRAIL HERITAGE FOUNDATION PROVIDES NATIONAL LEADERSHIP IN MAINTAINING THE INTEGRITY OF THE TRAIL AND ITS STORY THROUGH STEWARDSHIP, SCHOLARSHIP, EDUCATION, PARTNERSHIP AND CULTURAL INCLUSIVENESS.

  • PRODUCTION AND DISTRIBUTION OF "WE PROCEEDED ON", A QUARTERLY JOURNAL DEPICTING THE HISTORY OF THE TRAIL AND THE CURRENT ACTIVITIES TO PRESERVE THE TRAIL.

    Expenses $43,567

  • PROVIDE INFORMATION AND RESEARCH TO MEMBERS, TRIBES, PARTNERS, EDUCATORS, TOURISTS, STUDENTS, RESEARCHERS, SCHOLARS AND LOCAL TRAIL CHAPTERS ON THE TRAIL AND ASSIST WITH TRAIL PROGRAMS AND PRESERVATION.

    Expenses $18,212 · Revenue $84,894

  • OPERATE, MAINTAIN, AND CATALOG THE PRINTED HISTORY OF THE TRAIL. PROVIDE HISTORICAL DATA TO THE MEMBERS AND THOSE RESEARCHING THE HISTORY OF THE TRAIL.

    Expenses $12,072 · Revenue $2,199

  • LEWIS & CLARK TRAIL HERITAGE FOUNDATION PRESERVES THE HISTORICAL ACCURACY OF THE LEWIS AND CLARK EXPEDITION STORIES TO SHARE WITH FUTURE GENERATIONS.WEBSITES: WE MAINTAIN OUR LEWIS AND CLARK TRAIL HERITAGE FOUNDATION WEBSITE AT LEWISANDCLARK.ORG, INCLUDING POSTING SEARCHABLE PDFS FOR RESEARCHERS AND STUDENTS. WE ALSO HAVE EDITORIAL AND CONTENT RESPONSIBILITIES FOR THE DISCOVERING LEWIS AND CLARK WEBSITE LEWIS-CLARK.ORG.WE PRODUCE 'THE ORDERLY REPORT' QUARTERLY NEWSLETTER FOR OUR MEMBERS, CHAPTERS, PARTNERS, AND ANYONE THAT REQUESTS IT.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lee Ebeling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Heacock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Philippa Newfield

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alexandria Searls

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Collette Sorgel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Kimsey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Luann Waters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Keith Bystrom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Welch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Sayce

    PRESIDENT

    Total calculated
    $0
    Hours/week
    15

  • Yvonne Kean

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Pat Traffas

    SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • Louis Ritten

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Bill Bronson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
24 June 2024
IRS schema version
2022v5.0
Source object
202421779349301302

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