Nonprofit · EIN 36-3766411
LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC
Tax-exempt · HELENA, MT 59624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $39,250 | $77,713 | -$38,463 | $880,891 | $0 | $880,891 |
| December 31, 2024 | 990 | -$67,249 | $50,891 | -$118,140 | $943,554 | $0 | $943,554 |
| December 31, 2023 | 990 | $266,016 | $36,241 | $229,775 | $1,052,410 | $0 | $1,052,410 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,504
- Membership dues
- $1,675
- Program service revenue
- $0
- Investment income
- $32,746
- Net gain from sales of assets
- $12,895
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $450
- Occupancy
- $32,408
- Program services (functional)
- $77,713
Balance sheet and other
- Total assets, start of year
- $943,554
- Total assets, end of year
- $880,891
- Total liabilities, end of year
- $0
- Net assets, end of year
- $880,891
- Net assets without donor restrictions
- $880,891
- Gross receipts
- $64,497
- Employees
- 0
- Year formed
- 1988
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY MACEFIELD | Director Trustee or director | 0 | $0 |
| JOHN BARROWS | Director Trustee or director | 0 | $0 |
| RON PEARSON | Director Trustee or director | 0 | $0 |
| MARK LUTHER | Director Trustee or director | 0 | $0 |
| RAYMOND READ | Vice President Officer | 5 | $0 |
| JOHN SHONTZ | President Officer | 5 | $0 |
| BARBARA SMITH | Treasurer Officer | 5 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY MACEFIELD | Director Trustee or director | 0 | $0 |
| JOHN BARROWS | Director Trustee or director | 0 | $0 |
| RAYMOND READ | President Officer | 1 | $0 |
| PAM ATTARDO | Vice President Officer | 0 | $0 |
| BARBARA SMITH | Treasurer Officer | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY MACEFIELD | Director Trustee or director | 0 | $0 |
| JOHN BARROWS | Director Trustee or director | 0 | $0 |
| DENNIS MCCAHON | Director Trustee or director | 0 | $0 |
| GAYLE SHANAHAN | Director Trustee or director | 0 | $0 |
| RAYMOND READ | President Officer | 1 | $0 |
| PAM ATTARDO | Vice President Officer | 0 | $0 |
| BARBARA SMITH | Treasurer Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1864, HELENA, MT 59624-1864
- In care of
- % RAYMOND K READ
- Mailing address (990-N for 2021)
- PO Box 1864, Helena MT 59624
- Principal officer (990 for 2025)
- JOHN SHONTZ, PO BOX 1864, HELENA, MT 59624
- Principal officer (990-N for 2021)
- Barbara Jane Smith, 2225 Alpine Dr 1B, Helena MT 59601
- Signed the 990
- JOHN SHONTZ, President
- Phone
- (406) 457-0316
- Return prepared by
- ATWOOD ACCOUNTING SERVICES LLC
Mission
TO SHARE THE HISTORY OF THE PEOPLE OF LEWIS AND CLARK COUNTY WITH THE PUBLIC THROUGH INTERNAL AND EXTERNAL PROGRAMMING, EXHIBITS AND EDUCATIONAL PROGRAMS. THE SOCIETY IS ALSO DEDICATED TO THE PRESERVATION OF ARTIFACTS AND OTHER MATERIALS THAT HELP SHARE OUR HISTORY. FURTHERMORE, THE SOCIETY EXISTS TO SUPPORT, ASSIST AND PROMOTE THE FURTHERANCE OF OTHER GROUPS DEDICATED TO TELLING APPROPRIATE STORIES OF THE PEOPLES, COMMUNITIES AND HISTORY OF LEWIS AND CLARK COUNTY.
Program accomplishments
- TO SHARE THE HISTORY OF THE PEOPLE OF LEWIS AND CLARK COUNTY WITH THE PUBLIC THROUGH INTERNAL AND EXTERNAL PROGRAMMING, EXHIBITS AND EDUCATIONAL PROGRAMS.Expenses $77,713
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3766411
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $880,891
- Income (IRS master file)
- $64,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $39,250 | $77,713 | $880,891 | XML |
| 990 | December 2024 | -$67,249 | $50,891 | $943,554 | IRS |
| 990 | December 2023 | $266,016 | $36,241 | $1,052,410 | XML |
| 990 | December 2022 | $377,767 | $2,535 | $1,271,973 | IRS |
| 990-N for 2021 Officer: Barbara Jane Smith | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Raymond Read | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Barbara Jane Smith | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3766411).
Questions about LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC
- What is the EIN of LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC is 36-3766411.
- Is LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2025 names JOHN SHONTZ.
- Who are the officers and directors of LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LEWIS AND CLARK COUNTY HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $39,250, expenses of $77,713 and total assets of $880,891 at year end.
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