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Nonprofiteer
← LEWIS & CLARK FOUNDATION

Form 990 for tax year 2023

Filed by LEWIS & CLARK FOUNDATION.

Totals

Total revenue
$259,068
Total expenses
$195,774
Contributions and grants received
$158,656
Grants paid
$0
Program service revenue
$16
Investment income
$42,209
Other revenue
$58,187
Total assets, end of year
$1,450,137
Total liabilities, end of year
$35,112
Net assets or fund balances, end of year
$1,415,025
Program services expenses (Part IX)
$112,741
Management and general expenses
$37,556
Fundraising expenses
$45,477
Program service expenses (Part III)
$112,741

Program services were 57.6% 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

    $8,790

  • 1c · Fundraising events

    $65,730

  • 1e · Government grants (contributions)

    $7,755

  • 1f · All other contributions, gifts and grants

    $76,381

  • 1g · Noncash contributions included above

    $50,539

  • 2a · Program service revenue: ADMISSION

    total $16 · related or exempt $16

  • 3 · Investment income

    total $12,367 · excluded $12,367

  • 7a · Gross sales of assets other than inventory

    securities $274,313 · other assets $152

  • 7b · Less cost or other basis and sales expenses

    securities $244,623 · other assets $0

  • 7c · Gain or loss

    securities $29,690 · other assets $152

  • 7d · Net gain or loss

    total $29,842 · related or exempt $152 · excluded $29,690

  • 8a · Fundraising events: gross income

    $42,711

  • 8a · Fundraising events: contributions included on line 1c

    $65,730

  • 8b · Fundraising events: direct expenses

    $55,763

  • 8c · Net income from fundraising events

    total -$13,052 · excluded -$13,052

  • 9a · Gaming: gross income

    $15

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $15 · excluded $15

  • 10a · Gross sales of inventory

    $128,671

  • 10b · Cost of goods sold

    $58,469

  • 10c · Net income from sales of inventory

    total $70,202 · related or exempt $70,202

  • 11a · Other revenue: REBATES AND RECOVERIES

    total $1,022 · related or exempt $1,022

  • 11e · Other revenue, total

    $1,022

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $61,973 · program services $30,987 · management and general $6,197 · fundraising $24,789

  • 7 · Other salaries and wages

    total $71,248 · program services $43,236 · management and general $13,430 · fundraising $14,582

  • 10 · Payroll taxes

    total $12,384 · program services $6,913 · management and general $1,835 · fundraising $3,636

  • 11c · Fees: accounting

    total $9,719 · management and general $9,719

  • 11f · Fees: investment management

    total $3,888 · management and general $3,888

  • 13 · Office expenses

    total $8,157 · program services $4,675 · management and general $1,220 · fundraising $2,262

  • 14 · Information technology

    total $895 · program services $635 · management and general $52 · fundraising $208

  • 16 · Occupancy

    total $460 · program services $460

  • 17 · Travel

    total $1,018 · program services $1,018

  • 19 · Conferences, conventions and meetings

    total $310 · program services $40 · management and general $270

  • 23 · Insurance

    total $2,842 · program services $1,973 · management and general $869

  • 24a · Other expenses: EXHIBITS AND PROGRAMS

    total $13,243 · program services $13,243

  • 24b · Other expenses: PORTAGE CACHE STORE EXP

    total $8,844 · program services $8,844

  • 24c · Other expenses: VOLUNTEER APPRECIATION

    total $717 · program services $717

  • 24d · Other expenses: CHARITABLE ANNUITY EXPE

    total $76 · management and general $76

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $131,211 · end of year $133,273

  • 2 · Savings and temporary cash investments

    beginning of year $76,764 · end of year $112,859

  • 3 · Pledges and grants receivable

    beginning of year $3,835 · end of year $4,980

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $33

  • 8 · Inventories for sale or use

    beginning of year $109,340 · end of year $105,771

  • 9 · Prepaid expenses and deferred charges

    beginning of year $728 · end of year $974

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

    $567,093

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

    $10,365

  • 10c · Land, buildings and equipment, net

    beginning of year $556,728 · end of year $556,728

  • 11 · Investments: publicly traded securities

    beginning of year $317,524 · end of year $391,681

  • 15 · Other assets

    beginning of year $143,838 · end of year $143,838

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,867 · end of year $32,730

  • 25 · Other liabilities

    beginning of year $2,306 · end of year $2,382

  • 27 · Net assets without donor restrictions

    beginning of year $917,318 · end of year $973,789

  • 28 · Net assets with donor restrictions

    beginning of year $395,477 · end of year $441,236

Mission and programs · 2023

Mission

TO PROVIDE FUNDING FOR CONSTRUCTION, PROMOTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT.

Activities or mission (Part I)

TO PROVIDE FUNDING FOR CONSTRUCTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT.

  • 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.

    Expenses $49,869 · Revenue $1,190

  • 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.

    Expenses $62,872 · Revenue $70,202

As filed on the 2023 return.

Listed in Part VII

  • ELIZABETH MOORE

    EXECUTIVE DIRECTOR

    Total calculated
    $61,500
    From this org
    $61,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • THOMAS RISBERG

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • BECKY YOUNKIN

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    3

  • TONY ARETZ

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • HEATHER KUBAS

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • JUDY BYRNE

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • BOB VINSON

    PAST-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • CAROLYN VALACICH

    PAST-PRESIDENT - OUTGOING

    Total calculated
    $0
    Hours/week
    3

  • DWIGHT SMITH

    SECRETARY - OUTGOING

    Total calculated
    $0
    Hours/week
    3

  • NORMA ASHBY-SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DALE SCHWANKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KC BANIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GRANT GRISAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF HEIMEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TONYA JORGENSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JALYN KEIGHLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE KELLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARA MAYBEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN MORANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KYLE REEDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LYNN ROHRER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAVELLE VAN VOAST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOT KERNS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EARL VIELE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202502279349300735

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