2025-08-11T07:41:21-05:00 2024-09-30 390758449 WIPFLI LLP 614 PARK DRIVE SOUTH GREAT FALLS MT 59405 990 2023-10-01 510187715 LEWIS & CLARK TRAIL HERITAGE FOUNDATION INC LEWI 4064541234 PO BOX 3434 GREAT FALLS MT 59403 BILL BRONSON PRESIDENT 4064541234 2025-07-23 1 0 KARI YOUNG P01625181 4067271798 2025-07-23 2023 2025-03-06 01:10:19Z BILL BRONSON PO BOX 3434 GREAT FALLS MT 59403 299037 0 X WWW.LEWISANDCLARK.ORG X 1969 MT 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. 14 14 3 0 0 0 135206 123503 0 0 48307 88084 38786 87450 222299 299037 222299 69206 0 0 97483 84383 0 0 0 225413 242113 545195 395702 -322896 -96665 3659030 4319506 68256 137924 3590774 4181582 X 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. 0 0 41431 PRODUCTION AND DISTRIBUTION OF "WE PROCEEDED ON", A QUARTERLY JOURNAL DEPICTING THE HISTORY OF THE TRAIL AND THE CURRENT ACTIVITIES TO PRESERVE THE TRAIL. 117520 69206 87363 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. 15638 87 OPERATE, MAINTAIN, AND CATALOG THE PRINTED HISTORY OF THE TRAIL. PROVIDE HISTORICAL DATA TO THE MEMBERS AND THOSE RESEARCHING THE HISTORY OF THE TRAIL. 174589 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X YVONNE KEAN 4064541234 PO 3434 GREAT FALLS MT 59403 PHILIPPA NEWFIELD DIRECTOR 2.00 X 0 0 0 GARY KIMSEY DIRECTOR 2.00 X 0 0 0 LUANN WATERS DIRECTOR 2.00 X 0 0 0 KEITH BYSTROM DIRECTOR 2.00 X 0 0 0 ROBERT HEACOCK DIRECTOR 2.00 X 0 0 0 ALEXANDRIA SEARLS DIRECTOR 2.00 X 0 0 0 KRISTEN ZANE DIRECTOR 2.00 X 0 0 0 PATRICIA TRAFFAS DIRECTOR 2.00 X 0 0 0 JIM SAYCE PAST PRESIDENT 15.00 X 0 0 0 YVONNE KEAN TREASURER 10.00 X 0 0 0 BILL BRONSON PRESIDENT 10.00 X 0 0 0 RICHARD HUNT CEO 40.00 X 52423 0 0 52423 0 0 0 0 0 0 0 39107 84396 123503 88084 88084 ANNUAL MEETING 900099 65980 65980 WPO ADVERTISING 900099 18446 18446 SILENT/LIVE AUCTIONS 900099 1732 1732 1292 1292 87450 299037 87450 0 88084 X 59206 59206 10000 10000 52423 29881 22542 24747 14444 10303 740 740 6473 3966 2507 87327 50351 36976 648 648 12994 12994 17389 17389 4408 4408 9660 9660 ANNUAL MEETING 75193 75193 PRINTING/POSTAGE 8766 2794 5972 COMPUTER MAINTENANCE 8762 2454 6308 PROJECTS 7174 1197 5977 9792 296 9496 395702 174589 221113 0 126869 131376 1360 49000 1626 3069 45698 39016 8976 6682 3323284 3934578 196915 194801 3659030 4319506 15064 87392 53192 50532 68256 137924 X 564393 538905 3026381 3642677 3590774 4181582 3659030 4319506 X -96665 719454 -31981 X 0 1 X 1 0 X 115118 83586 261655 90146 123503 674008 115118 83586 261655 90146 123503 674008 674008 155749 772701 83815 48307 88084 1148656 15373 12595 57310 17705 86763 189746 2012410 12897 0.33490 0.36990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SILENT/LIVE AUCTIONS - 2019 AMOUNT: $ 4,644. 2020 AMOUNT: $ 6,173. 2021 AMOUNT: $ 2,136. 2022 AMOUNT: $ 6,602. 2023 AMOUNT: $ 1,732. LIBRARY INCOME - 2019 AMOUNT: $ 380. 2020 AMOUNT: $ 207. 2022 AMOUNT: $ 2,199. 2023 AMOUNT: $ 87. ANNUAL MEETING PASS THROUGH - 2019 AMOUNT: $ 4,680. 2020 AMOUNT: $ 3,015. 2021 AMOUNT: $ 54,174. 2022 AMOUNT: $ 8,290. 2023 AMOUNT: $ 65,980. MISCELLANEOUS - 2019 AMOUNT: $ 5,669. 2020 AMOUNT: $ 3,200. 2021 AMOUNT: $ 1,000. VIRTUAL 5K WALK/RUN - 2022 AMOUNT: $ 614. TOR - 2023 AMOUNT: $ 1,205. WPO - 2023 AMOUNT: $ 17,759. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 3323283 775557 164262 3934578 2964642 150083 371086 162528 3323283 3703718 550 -586283 153343 2964642 2991127 109038 747472 143919 3703718 2989318 4274 155750 158215 2991127 0.24950 0.66580 0.08470 0 0 45698 39016 6682 6682 DEFERRED MEMBERSHIPS 40206 DUE TO REGIONAL CHAPTERS 4582 CURRENT PORTION OF LEASES PAYABLE 2084 LEASES PAYABLE - NONCURRENT 3660 50532 986510 719454 -31981 687473 299037 0 299037 395702 0 395702 0 395702 PART III, LINE 4: PART III, LINE 4: MAINTAIN A LIBRARY OF HISTORICAL DOCUMENTS RELATED TO THE LEWIS AND CLARK EXPEDITION. THE LIBRARY PROVIDES A RESEARCH FACILITY FOR THOSE INTERESTED IN THE HISTORY OF THE LEWIS AND CLARK EXPEDITION. PART V, LINE 4: PART V, LINE 4: EARNINGS FROM ENDOWMENT FUNDS ARE USED ACCORDING TO DONOR'S RESTRICTIONS INCLUDING TRAIL STEWARDSHIP, MEMBER AND PUBLIC EDUCATIONAL EVENTS, AND CERTAIN RESTRICTED OPERATING EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES REPORTED WITH INVESTMENT INCOME -31,981. 1 0 0 0 0 0 0 0 0 0 NORTH AMERICA TRAIL STEWARDSHIP GRANT 10000 CHECK DISBURSEMENT 0 1 0 0 0 0 0 0 1 DISCOVERY EXPEDITION OF ST CHARLES MO INC 1050 S RIVERSIDE DRIVE ST CHARLES MO 63301 431699114 15000 0 INTERPRETIVE STAFF/INTERNS AND FILM SERIES J GREGG SMITH INC 14707 CALIFORNIA ST STE 6 OMAHA NE 68154 7500 0 TSG GRANT AWARD LEWIS AND CLARK EXPLORATORY CENTER PO BOX 281 CHARLOTTESVILLE VA 22902 542014680 7500 0 KEELBOAT AND PIROGUE SIGNS SACAJAWEA HISTORICAL STATE PARK 2503 SACAJAWEA PARK RD PASCO WA 99301 6306 0 VIEWSHED RESTORATION AND ACCESS SHENANDOAH UNIVERSITY 1460 UNIVERSITY DR WINCHESTER VA 22601 540525605 7500 0 TSG GRANT AWARD TRAVELERS' REST CONNECTION PO BOX 995 LOLO MT 59847 7500 0 STRATEGIC/INTERPRETATIVE PLAN 3 3 FORM 990, PART III, LINE 4D FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: 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. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION CONDUCTS AN ANNUAL MEMBERSHIP DRIVE TO PROVIDE FUNDING FOR ITS ANNUAL OPERATING BUDGET. FORM 990, PART VI, SECTION A, LINE 7A THE GENERAL MEMBERSHIP ELECTS AT-LARGE BOARD MEMBERS ANNUALLY AND APPROVES ALL BYLAWS AMENDEMENTS. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - BYLAW DECISIONS ARE APPROVED BY THE BOARD AND THEN BY MEMBERSHIP VOTE. IF THE MEMBERSHIP VOTES IT IN, IT PASSES AND THE CHANGE IS ENACTED. IF THE MEMBERSHIP VOTES IT DOWN, THEN THE AMENDEMENT FAILS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FORM 990 IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER FOR ACCURACY AND COMPLETENESS. AFTER THE REVIEW, THE FORM 990 IS EITHER E-MAILED TO THE DIRECTORS OR DELIVERED BY MAIL. TIME IS ALLOWED FOR THEIR REVIEW AND INPUT BEFORE THE FORM 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY THE MEMBERS OF THE BOARD AND ALL MEMBERS OF THE BOARD ARE REMINDED TO DISCLOSE CONFLICTS AT EACH BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED THROUGH A REVIEW PROCESS WHICH INCLUDES THE PARTICIPATION OF THE FINANCE AND EXECUTIVE COMMITTEES OF THE BOARD WHOSE RESPONSIBILITIES INCLUDE COMPARATIVE DATA, PERFORMANCE REVIEW AND REVIEW OF THE EXECUTIVE'S RESPONSIBILITIES. ALL DATA AND RECOMMENDATIONS ARE PRESENTED TO THE BOARD. A FORMAL VOTE IS REQUIRED TO APPROVE THE SALARY OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION MAINTAINS A COPY OF ITS FORM 990 AT ITS HEADQUARTERS IN GREAT FALLS, MT. REQUESTS FOR THE FORM 990 WILL BE FULFILLED DURING NORMAL BUSINESS HOURS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAINTAINS ALL OF ITS GOVERNING DOCUMENTS AT ITS HEADQUARTERS IN GREAT FALLS, MT. REQUESTS TO REVIEW THE DOCUMENTS MAY BE MADE AT ANY TIME DURING THE FOUNDATION'S REGULAR BUSINESS HOURS. THE DOCUMENTS INCLUDE THE FOUNDATION'S MISSION, EXEMPTION LETTER, ARTICLES OF INCORPORATION, BYLAWS, ETHICS, CONFLICT OF INTEREST STATEMENTS, APPLICATION FOR EXEMPTION, AND FORMS 990. FORM 990, PART IX, LINE 11G LEGAL/ACCOUNTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,255. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,255. CONSULTING/CONTRACT LABOR: PROGRAM SERVICE EXPENSES 50,351. MANAGEMENT AND GENERAL EXPENSES 18,721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,072. FORM 990, PART XI, LINE 9: INVESTMENT FEES REPORTED WITH INVESTMENT INCOME -31,981.