Skip to main content

Nonprofit · EIN 81-0419347

PORTAGE ROUTE

Tax-exempt · GREAT FALLS, MT 59403

Financials

$217K$19K2023$70K$19K2024
Revenue Expenses · by fiscal year end
Financials of PORTAGE ROUTE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$69,831$18,965$50,866$1,318,183$0$1,318,183
September 30, 2024990$216,667$19,479$197,188$1,221,782$0$1,221,782
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,651
Membership dues
$928
Program service revenue
$0
Investment income
$68,180
Net gain from sales of assets
$48,572
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,500
Occupancy
$600
Travel
$6,000
Program services (functional)
$13,365
Management and general (functional)
$5,600

Balance sheet and other

Total assets, start of year
$1,220,656
Total assets, end of year
$1,318,183
Total liabilities, end of year
$0
Net assets, end of year
$1,318,183
Publicly traded securities
$1,235,232
Net assets without donor restrictions
$1,318,183
Gross receipts
$70,516
Employees
0
Volunteers
25
Year formed
1984
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Paul WagesDirector
Trustee or director
2$0
Channing HarteliusDirector
Trustee or director
2$0
Claire RoehmDirector
Trustee or director
2$0
Carol BronsonPresident
Officer
4$0
Jay RussellVice President
Officer
2$0
Norman AndersonSecretary
Officer
2$0
Jo Ann WrightTreasurer
Officer
2$0
990 for the year ended September 30, 2024: 8 people
NameTitleHours / weekCompensation
Channing HarteliusDirector
Trustee or director
2$0
Clair RoehmDirector
Trustee or director
2$0
Lee EblingDirector
Trustee or director
2$0
Jo Ann WrightTreasurer
Officer
2$0
Michael HowardSecretary
Officer
2$0
Jay RussellVice President
Officer
2$0
Ezekiel LeedsVice President
Officer
2$0
Carol BronsonPresident
Officer
4$0

Address and contacts

Address (IRS master file)
PO BOX 2424, GREAT FALLS, MT 59403-2424
In care of
% PHIL SCRIVER
Mailing address (990-N for 2014)
PO Box2424, Great Falls MT 59403
Principal officer (990 for 2024)
Jo Ann Wright, PO Box 2424, Great Falls, MT 59403
Principal officer (990-N for 2014)
John Toenyes, PO Box 2424, Great Falls MT 59403
Signed the 990
Jo Ann Wright, Treasurer
Phone
(406) 781-9590
Return prepared by
TIERNEY TAX & ACCOUNTING PLLC

Mission

Stewards or the Lewis & Clark Trail in Central Montana. Promote and educate the public on the history of the Corps of Discovery. Maintain information sites along the trail, apply for grants to continue to promote new sites with research and follow up history. Work with partner organizations for country wide support of the Lewis & Clark story & trail.

990 for the year ended December 31, 2024

Program accomplishments

  • Stewards or the Lewis & Clark Trail in Central Montana. Promote and educate the public on the history of the Corps of Discovery. Maintain information sites along the trail, apply for grants to continue to promote new sites with research and follow up history. Work with partner organizations for country wide support of the Lewis & Clark story & trail.
    Expenses $13,365 · grants $1,000

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026Check at the IRS
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
81-0419347
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
1985
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,318,183
Income (IRS master file)
$70,516

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$69,831$18,965$1,318,183XML
990September 2024$216,667$19,479$1,221,782XML
990September 2023$124,260$16,938$1,024,594IRS
990September 2022$4,127$19,317$917,272IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS
990-N for 2014
Officer: John Toenyes
September 30, 2015≤ $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 81-0419347).

Questions about PORTAGE ROUTE

What is the EIN of PORTAGE ROUTE?
The employer identification number (EIN) of PORTAGE ROUTE is 81-0419347.
Is PORTAGE ROUTE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Which annual return does PORTAGE ROUTE 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 PORTAGE ROUTE due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PORTAGE ROUTE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PORTAGE ROUTE?
The 990 for the year ended December 31, 2024 names Jo Ann Wright.
Who are the officers and directors of PORTAGE ROUTE?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does PORTAGE ROUTE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $69,831, expenses of $18,965 and total assets of $1,318,183 at year end.

Other nonprofits in GREAT FALLS

All nonprofits in GREAT FALLS · Montana