Lewis And Clark Trail Heritage Foundation Inc
- Assets
- $4.0m
- Revenue
- $929.4k
- Investments
- $0.0
- Employees
- 3
- Location
- Great Falls, MT
- Founding
- 04/1976
- Data as of
- 09/2021
- EIN
- 51-0187715
Organization Overview
Lewis And Clark Trail Heritage Foundation Inc is located in Great Falls, MT. The organization was established in 1976. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 09/2021, Lewis And Clark Trail Heritage Foundation Inc employed 3 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. Lewis And Clark Trail Heritage Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Lewis And Clark Trail Heritage Foundation Inc generated $929.4k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 14.6% each year . All expenses for the organization totaled $254.0k during the year ending 09/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Lewis And Clark Trail Heritage Foundation Inc has awarded 24 individual grants totaling $157,958. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PRODUCTION AND DISTRIBUTION OF "WE PROCEEDED ON", A QUARTERLY JOURNAL DEPICTING THE HISTORY OF THE TRAIL AND THE CURRENT ACTIVITIES TO PRESERVE THE TRAIL.
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.
OPERATE, MAINTAIN, AND CATALOG THE PRINTED HISTORY OF THE TRAIL. PROVIDE HISTORICAL DATA TO THE MEMBERS AND THOSE RESEARCHING THE HISTORY OF THE TRAIL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Louis Ritten President | Officer | 15 | $0 |
Yvonne Kean Secretary | Officer | 10 | $0 |
Philippa Newfield Immed. Past Pre | Officer | 5 | $0 |
Rob Barg Treasurer | Officer | 10 | $0 |
Lee Ebeling Director | Trustee | 1 | $0 |
Barbara Kubik Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $54,577 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $83,586 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $138,163 |
| Total Program Service Revenue | $0 |
| Investment income | $54,650 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $929,427 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $46,459 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $74,917 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $5,400 |
| Payroll taxes | $6,510 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $59,697 |
| Advertising and promotion | $700 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $15,906 |
| Travel | $1,026 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $2,117 |
| Insurance | $3,012 |
| All other expenses | $4,656 |
| Total functional expenses | $254,004 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $71,202 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $3,773 |
| Accounts receivable, net | $2,300 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $2,536 |
| Net Land, buildings, and equipment | $13,563 |
| Investments—publicly traded securities | $3,703,718 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $188,870 |
| Total assets | $3,985,962 |
| Accounts payable and accrued expenses | $16,523 |
| Grants payable | $0 |
| Deferred revenue | $33,247 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $57,271 |
| Total liabilities | $107,041 |
| Net assets without donor restrictions | $927,593 |
| Net assets with donor restrictions | $2,951,328 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,985,962 |
Grants Awarded
Over the last fiscal year, Lewis And Clark Trail Heritage Foundation Inc has awarded $67,329 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
CLEARWATER RC&D PURPOSE: PNTS GRANT | $10,000 |
ILLINI CHAPTER PURPOSE: REPRINT OF MO/KS/IL MATERIALS | $7,500 |
Bloomington, IN PURPOSE: LAKOTA SUMMER INSTITUTE | $7,500 |
Yankton, SD PURPOSE: CONNECTING CULTURES | $7,500 |
RIVER RELIEF INC PURPOSE: MISSOURI RIVER CLEANUP & BURROUGHS HOLLAND EDUCATION GRANT FOR ALL STARS AFTER SCHOOL PROGRAM | $7,200 |
MONTANA CONSERVATION CORPS PURPOSE: LEWIS AND CLARK TRAIL STEWARDSHIP PROJECT | $6,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Lewis And Clark Trail Heritage Foundation Inc has recieved totaling $41.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $41 |
Endowment Analysis
| Beg. Balance | $2,991,127 |
| Earnings | $747,472 |
| Net Contributions | $109,038 |
| Other Expense | $143,919 |
| Ending Balance | $3,703,718 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Yellowstone Historic Center Inc West Yellowstone, MT | $1,507,190 | $417,504 |
Badlands Natural History Association Inc Interior, SD | $3,710,673 | $1,802,760 |
Heart Mountain Wyoming Foundation Powell, WY | $9,452,012 | $2,858,388 |
South Dakota Historical Society Foundation Pierre, SD | $2,393,071 | $765,039 |
Hardy Foundation Inc Boise, ID | $14,628,798 | $1,249,658 |
Billings Depot Inc Billings, MT | $2,400,537 | $559,343 |
Northern Plains Heritage Foundation Bismarck, ND | $399,840 | $434,792 |
Navy Legacy Flight Foundation Jackson, WY | $249,221 | $443,070 |
Historic Homestake Opera House Society Lead, SD | $3,779,298 | $427,991 |
The Capital Gallery Society Bismarck, ND | $762,645 | $377,655 |
Cheyenne Frontier Days Foundation Inc Cheyenne, WY | $1,906,727 | $465,437 |
Friends Of The Historic Adams Hotel Lavina, MT | $20,330 | $110,009 |