Nonprofit · EIN 81-0419768
LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $272,808 | $202,558 | $70,250 | $1,535,789 | $44 | $1,535,745 |
| June 30, 2024 | 990 | $387,021 | $182,624 | $204,397 | $1,408,598 | $545 | $1,408,053 |
| June 30, 2023 | 990 | $179,583 | $192,014 | -$12,431 | $1,128,749 | $94 | $1,128,655 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $223,588
- Program service revenue
- $0
- Investment income
- $49,220
- Net gain from sales of assets
- $9,351
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $151,733
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $14,078
- Salaries, compensation and benefits (total)
- $15,348
- Professional fundraising fees
- $0
- Accounting fees
- $5,136
- Travel
- $522
- Program services (functional)
- $175,875
- Management and general (functional)
- $24,500
- Fundraising (functional)
- $2,183
Balance sheet and other
- Total assets, start of year
- $1,408,598
- Total assets, end of year
- $1,535,789
- Total liabilities, end of year
- $44
- Net assets, end of year
- $1,535,745
- Publicly traded securities
- $1,121,980
- Net assets without donor restrictions
- $1,135,745
- Net assets with donor restrictions
- $400,000
- Gross receipts
- $296,076
- Employees
- 1
- Volunteers
- 15
- Year formed
- 1978
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAY SATRE | Director Trustee or director | 2 | $0 |
| GLENDA BRADSHAW | Director Trustee or director | 2 | $0 |
| VIRGINA REEVES | Director Trustee or director | 2 | $0 |
| V LEE HARRISON | Director Trustee or director | 2 | $0 |
| BRUCE HASWELL | Director Trustee or director | 2 | $0 |
| NIKKI DESROSIER | Director Trustee or director | 2 | $0 |
| MICHAEL HENRY | Director Trustee or director | 2 | $0 |
| BETHANY FLINT | Director Trustee or director | 2 | $0 |
| BRUCE WHITTENBERG | President Trustee or director, Officer | 3 | $0 |
| PAD MCCRACKEN | Treasurer Trustee or director, Officer | 3 | $0 |
| LORNA MILNE | Director Trustee or director | 2 | $0 |
| JOHN FINN | LIBRARY DIR/SEC Trustee or director, Officer | 3 | $0 |
| BONNIE BOWLER | Director Trustee or director | 2 | $0 |
| NIKOLAS GRIFFITH | Vice President Trustee or director, Officer | 2 | $0 |
| SUE JACKSON | Director Trustee or director | 2 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WENDY WHEELER | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAY SATRE | Director Trustee or director | 2 | $0 |
| VIRGINA REEVES | Director Trustee or director | 2 | $0 |
| NIKKI DESROSIER | Director Trustee or director | 2 | $0 |
| BETHANY FLINT | Director Trustee or director | 2 | $0 |
| BRUCE WHITTENBERG | Vice President Trustee or director, Officer | 2 | $0 |
| PAD MCCRACKEN | Treasurer Trustee or director, Officer | 3 | $0 |
| LORNA MILNE | Director Trustee or director | 2 | $0 |
| OPAL WINEBRENNER | President Trustee or director, Officer | 3 | $0 |
| TAFFY MILLER | Director Trustee or director | 2 | $0 |
| JOHN FINN | Secretary Trustee or director, Officer | 3 | $0 |
| BONNIE BOWLER | Director Trustee or director | 2 | $0 |
| NIKOLAS GRIFFITH | Director Trustee or director | 2 | $0 |
| SUE JACKSON | Director Trustee or director | 2 | $0 |
| BECCA LEAPHART | Director Trustee or director | 2 | $0 |
| WENDY WHEELER | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAY SATRE | Director Trustee or director | 2 | $0 |
| VIRGINA REEVES | Director Trustee or director | 2 | $0 |
| NIKKI DESROSIER | Director Trustee or director | 2 | $0 |
| BETHANY FLINT | Director Trustee or director | 2 | $0 |
| BRUCE WHITTENBERG | Vice President Trustee or director, Officer | 3 | $0 |
| PAD MCCRACKEN | Treasurer Trustee or director, Officer | 3 | $0 |
| LORNA MILNE | Director Trustee or director | 2 | $0 |
| OPAL WINEBRENNER | President Trustee or director, Officer | 3 | $0 |
| TAFFY MILLER | Director Trustee or director | 2 | $0 |
| BONNIE BOWLER | Director Trustee or director | 2 | $0 |
| NIKOLAS GRIFFITH | Director Trustee or director | 2 | $0 |
| SUE JACKSON | Director Trustee or director | 2 | $0 |
| BECCA LEAPHART | Director Trustee or director | 2 | $0 |
| WENDY WHEELER | Director Trustee or director | 2 | $0 |
| JOHN FINN | LIBRARY DIR/SEC Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 120 S LAST CHANCE GULCH, HELENA, MT 59601-4165
- In care of
- % S C PYFER
- Principal officer (990 for 2024)
- BRUCE WHITTENBERG, 120 SOUTH LAST CHANCE GULCH, HELENA, MT 59601
- Signed the 990
- JOHN FINN, LIBRARY DIR/SEC
- Phone
- (406) 447-1690
- Website
- WWW.LCLIBFOUNDATION.ORG
- Return prepared by
- Boyle Deveny & Meyer PC
Mission
THE LEWIS & CLARK LIBRARY FOUNDATION WORKS TO ENHANCE THE QUALITY OF PUBLIC LIBRARY SERVICES TO OUR COMMUNITY BY ENCOURAGING AND GENERATING PHILANTHROPIC GIFTS AND BEQUESTS, WITH ACCOUNTABILITY TO DONORS AND THE PUBLIC.
Program accomplishments
- SUPPORTING THE MISSION OF THE LIBRARY, BY ASSISTING WITH THE PURCHASE OF BOOKS AND OTHER MATERIAL FOR CHECKOUT; NECESSARY EQUIPMENT; AND EXPLORING WAYS TO MAKE THE LIBRARY A BETTER AND MORE ROBUST PUBLIC ENTITY. RECENT ACCOMPLISHMENTS INCLUDE ASSISTING THE LIBRARY WITH purchasing 4 book drops, 3 digital printers and a laser cutterExpenses $151,733 · grants $151,733
- THE FOUNDATION CONTINUES TO BE A MAJOR SPONSOR OF THE Community Read & AUTHOR, PUBLIC READING EVENTS and Community Outdoor movies.Expenses $24,142
- THE FOUNDATION ALSO MAKES OCCASIONAL CONTRIBUTIONS TO OTHER COMMUNITY NON-PROFITS. NO SUCH CONTRIBUTIONS WERE MADE DURING THE YEAR.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0419768
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,535,789
- Income (IRS master file)
- $296,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $272,808 | $202,558 | $1,535,789 | IRS |
| 990 | June 2024 | $387,021 | $182,624 | $1,408,598 | XML |
| 990 | June 2023 | $179,583 | $192,014 | $1,128,749 | XML |
| 990 | June 2022 | $365,736 | $161,983 | $1,075,062 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
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 81-0419768).
Questions about LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION
- What is the EIN of LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION?
- The employer identification number (EIN) of LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION is 81-0419768.
- Is LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION 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 LIBRARY PUBLIC FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION?
- The 990 for the year ended June 30, 2025 names BRUCE WHITTENBERG.
- Who are the officers and directors of LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does LEWIS AND CLARK LIBRARY PUBLIC FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $272,808, expenses of $202,558 and total assets of $1,535,789 at year end.
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