2025-08-15T10:21:54-05:00 2024-09-30 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC P O BOX 989 GREAT FALLS MT 59403 990 2023-10-01 810471734 LEWIS & CLARK FOUNDATION LEWI 4068997993 4201 GIANT SPRINGS RD GREAT FALLS MT 59405 KELLY PALADINO EXECUTIVE DIRECTOR 4068997993 2025-08-13 1 0 KAREN J GESSAMAN CPA P01430584 4067612820 2025-08-13 2023 2025-03-06 01:10:19Z KELLY PALADINO 4201 GIANT SPRINGS RD GREAT FALLS MT 59405 617923 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. 16 16 13 38 0 0 224843 158656 0 16 7415 42209 49360 58187 281618 259068 0 0 0 0 140511 145605 0 0 45477 50349 50169 190860 195774 90758 63294 1339968 1450137 27173 35112 1312795 1415025 TO PROVIDE FUNDING FOR CONSTRUCTION, PROMOTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT. 0 0 49869 1190 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. 62872 70202 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. 112741 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 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 3 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 1 1 0 X THE ORGANIZATION 4068997993 4201 GIANT SPRINGS RD GREAT FALLS MT 59405 ELIZABETH MOORE EXECUTIVE DIRECTOR 40.00 X 61500 0 0 THOMAS RISBERG PRESIDENT 3.00 X X 0 0 0 BECKY YOUNKIN PRESIDENT ELECT 3.00 X X 0 0 0 TONY ARETZ VICE PRESIDENT 3.00 X X 0 0 0 HEATHER KUBAS TREASURER 3.00 X X 0 0 0 JUDY BYRNE SECRETARY 3.00 X X 0 0 0 BOB VINSON PAST-PRESIDENT 3.00 X X 0 0 0 CAROLYN VALACICH PAST-PRESIDENT - OUTGOING 3.00 X X 0 0 0 DWIGHT SMITH SECRETARY - OUTGOING 3.00 X X 0 0 0 NORMA ASHBY-SMITH DIRECTOR 1.00 X 0 0 0 DALE SCHWANKE DIRECTOR 1.00 X 0 0 0 KC BANIK DIRECTOR 1.00 X 0 0 0 GRANT GRISAK DIRECTOR 1.00 X 0 0 0 JEFF HEIMEL DIRECTOR 1.00 X 0 0 0 TONYA JORGENSON DIRECTOR 1.00 X 0 0 0 JALYN KEIGHLEY DIRECTOR 1.00 X 0 0 0 STEVE KELLER DIRECTOR 1.00 X 0 0 0 SARA MAYBEN DIRECTOR 1.00 X 0 0 0 DAN MORANO DIRECTOR 1.00 X 0 0 0 KYLE REEDY DIRECTOR 1.00 X 0 0 0 LYNN ROHRER DIRECTOR 1.00 X 0 0 0 LAVELLE VAN VOAST DIRECTOR 1.00 X 0 0 0 SCOT KERNS DIRECTOR 1.00 X 0 0 0 EARL VIELE DIRECTOR 1.00 X 0 0 0 61500 0 0 0 0 0 0 0 8790 65730 7755 76381 50539 158656 ADMISSION 713990 16 16 16 12367 12367 274313 152 244623 0 29690 152 29842 152 29690 42711 65730 55763 -13052 -13052 15 0 15 15 128671 58469 70202 70202 REBATES AND RECOVERIES 900099 1022 1022 1022 259068 71392 0 29020 61973 30987 6197 24789 71248 43236 13430 14582 12384 6913 1835 3636 9719 9719 3888 3888 8157 4675 1220 2262 895 635 52 208 460 460 1018 1018 310 40 270 2842 1973 869 EXHIBITS AND PROGRAMS 13243 13243 PORTAGE CACHE STORE EXP 8844 8844 VOLUNTEER APPRECIATION 717 717 CHARITABLE ANNUITY EXPE 76 76 195774 112741 37556 45477 131211 133273 76764 112859 3835 4980 0 33 109340 105771 728 974 567093 10365 556728 556728 317524 391681 143838 143838 1339968 1450137 24867 32730 2306 2382 27173 35112 X 917318 973789 395477 441236 1312795 1415025 1339968 1450137 63294 38936 0 X 0 0 0 X 118280 182979 189516 224843 158656 874274 11890 11890 11890 11890 11890 59450 130170 194869 201406 236733 170546 933724 91656 842068 4350 5800 7988 10493 12367 40998 974722 719257 0.86390 0.85920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 143838 X X X 1 395373 33047 80994 3888 505526 317283 46370 35167 3447 395373 379774 -58750 3741 317283 330133 53295 3654 379774 133219 180000 20775 2000 1861 330133 0.56023 0.24981 0.18996 1 0 556728 556728 10365 10365 0 556728 ART COLLECTION 143838 143838 ANNUITIES PAYABLE 2382 2382 PART III, LINE 4: COLLECTIONS ARE CAPITALIZED AT APPRAISED OR FAIR MARKET VALUE AT THE DATE OF RECEIPT. 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. BOTH 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. DURING 2012-2013, PRESERVATION WORK, AT A COST OF $1,500, WAS COMPLETED ON THE BULL BOAT AND IT HAS BEEN RENDERED SUITABLE FOR DISPLAY AT THE INTERPRETIVE CENTER. IN JANUARY 2010, A HISTORIC BISON SKULL WAS DONATED TO THE FOUNDATION. IT IS CAPITALIZED 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. DURING 2013, THE FOUNDATION RECEIVED A CLAY SCULPTURE BY ARTIST JOE HALKO ENTITLED MISSORI BREAKS MEDICINE. DURING 2016, THE FOUNDATION AND DIRECTOR CRAIG WIRTH COMPLETED WORK ON A FILM DOCUMENTARY CALLED OR PERISH IN THE ATTEMPT AND INCLUDED THIS DOCUMENTARY IN THE COLLECTION, AS IT WILL BE USED AT THE LEWIS AND CLARK INTERPRETIVE CENTER FOR THE EDUCATION OF VISITORS. DURING 2019, THE FOUNDATION RECEIVED THE PAINTING FORLORN HOPE AND CAPITALIZED AT AN ESTIMATED FAIR MARKET VALUE OF $4,000. THE FOUNDATION MAY SELL COLLECTION ITEMS OR DONATE THEM TO OTHER ORGANIZATIONS IF THE FOUNDATION DETERMINES THAT THE PHYSICAL DISPLAY OF THE ITEM AT THE LEWIS AND CLARK INTERPRETIVE CENTER IS NOT THE MOST APPROPRIATE USE OF THE ART OR ARTIFACT. PART V, LINE 4: INCOME GENERATED BY THE ENDOWMENT FUNDS IS UTILIZED FOR PROGRAM SERVICES AND ADMINISTRATIVE EXPENSES. TRAIL MIXER 100291 58530 41761 55763 LEWIS AND CLARK FESTIVAL 8150 7200 950 108441 65730 42711 55763 55763 -13052 ELIZABETH MOORE EXECUTIVE DIRECTOR PERSONAL CHARGE ON ORGANIZATION CREDIT CARD TO BE REIMBURSED X 33 33 0 0 0 33 X 1 500 ESTIMATED FMV X AUCTION ITEMS 188 48778 ESTIMATED FMV X TELESCOPES 1 1000 ESTIMATED FMV X PROGRAM SUPPLIES 1 162 ACTUAL COST X BANNERS 1 100 ESTIMATED FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION GENERALLY COUNTS THE NUMBER OF CONTRIBUTORS AS A PROXY FOR THE NUMBER OF CONTRIBUTIONS AS CONTRIBUTORS MAY GIVE MULTIPLE ITEMS INTENDED AS A SINGLE CONTRIBUTION. FORM 990, PART VI, SECTION A, LINE 2 DWIGHT SMITH AND NORMA ASHBY-SMITH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15 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 ARE PROVIDED TO GENERAL PUBLIC UPON REQUEST.