2024-06-25T12:08:21-05:00 2023-09-30 390758449 WIPFLI LLP 614 PARK DRIVE SOUTH GREAT FALLS MT 59405 990 2022-10-01 510187715 LEWIS & CLARK TRAIL HERITAGE FOUNDATION INC LEWI 4064541234 PO BOX 3434 GREAT FALLS MT 59403 JIM SAYCE PRESIDENT 4064541234 2024-06-24 1 JIM SAYCE 999009999 0 KARI YOUNG P01625181 4067271798 2024-06-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JIM SAYCE PO BOX 3434 GREAT FALLS MT 59403 222299 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. 15 15 4 125 0 0 311731 135206 0 0 83815 48307 82765 38786 478311 222299 0 0 0 0 86338 97483 0 0 0 232202 225413 318540 322896 159771 -100597 3443699 3659030 75107 68256 3368592 3590774 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 43567 PRODUCTION AND DISTRIBUTION OF "WE PROCEEDED ON", A QUARTERLY JOURNAL DEPICTING THE HISTORY OF THE TRAIL AND THE CURRENT ACTIVITIES TO PRESERVE THE TRAIL. 18212 84894 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. 12072 2199 OPERATE, MAINTAIN, AND CATALOG THE PRINTED HISTORY OF THE TRAIL. PROVIDE HISTORICAL DATA TO THE MEMBERS AND THOSE RESEARCHING THE HISTORY OF THE TRAIL. 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. 73851 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 15 15 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 X LEE EBELING DIRECTOR 1.00 X 0 0 0 ROBERT HEACOCK DIRECTOR 1.00 X 0 0 0 PHILIPPA NEWFIELD DIRECTOR 1.00 X 0 0 0 ALEXANDRIA SEARLS DIRECTOR 1.00 X 0 0 0 COLLETTE SORGEL DIRECTOR 1.00 X 0 0 0 GARY KIMSEY DIRECTOR 1.00 X 0 0 0 LUANN WATERS DIRECTOR 1.00 X 0 0 0 KEITH BYSTROM DIRECTOR 1.00 X 0 0 0 RICHARD WELCH DIRECTOR 1.00 X 0 0 0 JIM SAYCE PRESIDENT 15.00 X 0 0 0 YVONNE KEAN TREASURER 10.00 X 0 0 0 PAT TRAFFAS SECRETARY 10.00 X 0 0 0 LOUIS RITTEN PAST PRESIDENT 1.00 X 0 0 0 BILL BRONSON VICE PRESIDENT 10.00 X 0 0 0 0 0 0 0 0 0 0 0 45060 90146 135206 48307 48307 WPO ADVERTISING 900099 19833 19833 ANNUAL MEETING 900099 8290 8290 SILENT/LIVE AUCTIONS 900099 6602 6602 4061 4061 38786 222299 87093 0 0 X 85117 10674 74443 5400 5400 6966 825 6141 91141 48482 42659 5200 5200 5589 5589 10352 10352 4408 4408 7476 7476 PROJECTS 80892 10712 70180 PRINTING/POSTAGE 11395 2585 8810 SUPPLIES/MATERIALS 4103 479 3624 ANNUAL MEETING 3661 3661 1196 94 1102 322896 73851 249045 0 272540 126869 3111 1360 135 3298 1626 46485 37509 11270 8976 2964642 3323284 188703 196915 3443699 3659030 20551 15064 54556 53192 75107 68256 X 557272 564393 2811320 3026381 3368592 3590774 3443699 3659030 -100597 322779 0 X 0 1 X 1 0 X 210603 115118 83586 261655 90146 761108 210603 115118 83586 261655 90146 761108 761108 28118 155749 772701 83815 48307 1088690 17061 15373 12595 57310 17705 120044 1969842 16409 0.38640 0.38610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SILENT/LIVE AUCTIONS - 2018 AMOUNT: $ 5,467. 2019 AMOUNT: $ 4,644. 2020 AMOUNT: $ 6,173. 2021 AMOUNT: $ 2,136. 2022 AMOUNT: $ 6,602. LIBRARY INCOME - 2018 AMOUNT: $ 429. 2019 AMOUNT: $ 380. 2020 AMOUNT: $ 207. 2022 AMOUNT: $ 2,199. ANNUAL MEETING PASS THROUGH - 2019 AMOUNT: $ 4,680. 2020 AMOUNT: $ 3,015. 2021 AMOUNT: $ 54,174. 2022 AMOUNT: $ 8,290. MISCELLANEOUS - 2018 AMOUNT: $ 11,165. 2019 AMOUNT: $ 5,669. 2020 AMOUNT: $ 3,200. 2021 AMOUNT: $ 1,000. VIRTUAL 5K WALK/RUN - 2022 AMOUNT: $ 614. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 2964642 150083 371086 162528 3323283 3703718 550 -586283 153343 2964642 2991127 109038 747472 143919 3703718 2989318 4274 155750 158215 2991127 3085361 8418 28118 132579 2989318 0.15440 0.78830 0.05730 0 0 46485 37509 8976 8976 COLLECTIONS 189163 RIGHT OF USE ASSET 7752 196915 DEFERRED MEMBERSHIPS 42173 DUE TO REGIONAL CHAPTERS 3270 CURRENT PORTION OF LEASES PAYABLE 2005 LEASES PAYABLE - NONCURRENT 5744 53192 545078 322779 322779 222299 0 222299 322896 0 322896 0 322896 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. 1 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 14,209. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,209. CONSULTING/CONTRACT LABOR: PROGRAM SERVICE EXPENSES 48,482. MANAGEMENT AND GENERAL EXPENSES 28,450. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,932.