Nonprofit · EIN 81-0469892
LEWIS & CLARK LITERACY COUNCIL
Also known as LEWIS CLARK LITERACY COUNCIL INC
Tax-exempt · HELENA, MT 59624
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $47,164 | $30,137 | $17,027 | $70,293 | $1,282 | $69,011 |
| December 31, 2024 | 990-EZ | $37,698 | $33,027 | $4,671 | $53,310 | $1,326 | $51,984 |
| December 31, 2023 | 990-EZ | $28,881 | $21,887 | $6,994 | $49,103 | $1,790 | $47,313 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $45,194
- Investment income
- $350
- Net income from fundraising events
- $1,620
Expenses
- Compensation of officers, directors and key employees
- $14,825
- Salaries, compensation and benefits (total)
- $16,956
- Professional fees and payments to contractors
- $500
- Occupancy
- $5,772
- Printing, publications and postage
- $1,186
- Other expenses
- $5,723
- Program services (functional)
- $17,439
Balance sheet and other
- Total assets, start of year
- $53,310
- Total assets, end of year
- $70,293
- Total liabilities, end of year
- $1,282
- Net assets, end of year
- $69,011
- Cash, savings and investments
- $70,293
- Gross receipts
- $47,464
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACIE SHEPHERD | FORMER EXECUTIVE DIRECTOR | 20 | $8,010 |
| JANNA CAWLFIELD | EXECUTIVE DIRECTOR | 20 | $6,815 |
| DANA HILLYER | PRESIDENT | 2 | $0 |
| SUSAN NIMICK | TREASURER & SECRETARY | 2 | $0 |
| DAVE SMITH | MEMBER | 1 | $0 |
| ANDREA PULIDO | MEMBER | 1 | $0 |
| CLIFF SHEETS | MEMBER | 1 | $0 |
| KATHARINE DONNELLEY | MEMBER | 1 | $0 |
| TRACIE SHEPHERD | MEMBER | 1 | $0 |
| ANDREE ANDERBERG | FORMER PRESIDENT | 2 | $0 |
| BETH STEELE | FORMER SECRETARY | 1 | $0 |
| KATHE SIMONS | FORMER MEMBER | 1 | $0 |
990-EZ for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACIE SHEPHERD | EXECUTIVE DIRECTOR | 20 | $18,040 |
| ANDREE ANDERBERG | PRESIDENT | 2 | $0 |
| SUSAN NIMICK | TREASURER | 2 | $0 |
| BETH STEELE | SECRETARY | 1 | $0 |
| ANDREA PULIDO | MEMBER | 1 | $0 |
| KATHE SIMONS | MEMBER | 1 | $0 |
| DAVE SMITH | MEMBER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRACIE SHEPHERD | Executive Dir. | 20 | $6,320 |
| TANYA A EYCHNER | Interim ExecDir | 20 | $4,410 |
| KATHE SIMONS | Director | 2 | $0 |
| SUSAN NIMICK | Treasurer | 4 | $0 |
| BETH STEELE | Secretary | 2 | $0 |
| ANDREA PULIDO | Director | 2 | $0 |
| ASHLEY CALLISON | Director | 2 | $0 |
| LIUDMYLA MAMUSLEV | Director | 2 | $0 |
| DAVE SMITH | Director | 2 | $0 |
| MATT CAREY | Director | 2 | $0 |
| ANDREE ANDERBERG | President | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 67, HELENA, MT 59624-0067
- Mailing address (990-N for 2008)
- 815 Front St, Helena MT 59601
- Principal officer (990-N for 2008)
- David M Smith, 106 South Hills Rd, Mt City MT 59634
- Signed the 990-EZ
- SUSAN NIMICK, TREASURER
- Phone
- (406) 324-2111
- Website
- www.helenaliteracy.org
- Return prepared by
- RED ROCK ACCOUNTING SOLUTIONS
Mission
THE LEWIS & CLARK LITERACY COUNCIL HELPS ADULTS AND THEIR FAMILIES ACQUIRE READING, WRITING. MATH, ENGLISH LANGUAGE, WORKFORCE, AND LIFE SKILLS SO THAT THEY MAY HAVE AN IMPROVED QUALITY OF LIFE.
Program accomplishments
- ONE-TO-ONE TUTORING: OUR PRIMARY PROGRAM PAIRS TRAINED VOLUNTEERS WITH ADULTS SEEKING LITERACY AND ENGLISH LANGUAGE SKILLS. DURING 2025 WE TUTORED 40 STUDENTS ONE ON ONE. WE ASSIST INDIVIDUAL STUDENTS IN ACHIEVING THEIR HIGH SCHOOL EQUIVALENCY, OBTAINING A DRIVER'S LICENSE, PASSING EMPLOYMENT TESTS SUCH AS THOSE FOR JOURNEYMAN AND APPRENTICESHIP PROGRAMS, AND ACTIVELY PARTICIPATING IN THE COMMUNITY. WE WORK WITH ENGLISH LANGUAGE LEARNERS ON SPECIFIC SKILLS AND WITH CONVERSATIONAL ENGLISH TO IMPROVE THEIR ABILITY TO PARTICIPATE IN THE COMMUNITY, WORKPLACES, AND FAMILIES. THROUGHOUT THE YEAR WE RECRUITED AND TRAINED SEVERAL NEW TUTORS AND STUDENTS.Expenses $7,049
- ELL CLASSES: WE COLLABORATE WITH THE HELENA SCHOOL DISTRICT TO OFFER TWO ELL CLASSES FOR PARENTS OF STUDENTS IN THE DISTRICT. TO ACCOMMODATE WORK SCHEDULES, ONE CLASS MEETS IN THE EVENINGS AND THE OTHER IN THE MORNINGS, BOTH HELD IN SCHOOL BUILDINGS. THESE CLASSES ASSIST 20 STUDENTS.Expenses $5,043
- BOOK PALS PROGRAM: THE BOOK PALS PROGRAM OFFERS ELEMENTARY SCHOOL STUDENTS AN ADDITIONAL OPPORTUNITY FOR ONE-ON-ONE SUPPORTED READING OR BEING READ TO. IT ALSO ENCOURAGES PARENTS TO BECOME INVOLVED WITH READING ACTIVITIES WITH THEIR CHILDREN.THE LITERACY COUNCIL RECRUITS AND COORDINATES COMMUNITY VOLUNTEERS WHO ENGAGE IN READING SESSIONS WITH ELEMENTARY STUDENTS ACROSS VARIOUS HELENA SCHOOLS BEFORE THE START OF CLASSES IN THE MORNING. DURING THE 2025-26 SCHOOL YEAR, WE ASSISTED IN 4 SCHOOLS, AND OUR VOLUNTEERS ASSISTED 35 STUDENTS WITH THEIR READING SKILLS.Expenses $5,347
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 81-0469892
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B92)
- Assets (IRS master file)
- $70,293
- Income (IRS master file)
- $47,464
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $47,164 | $30,137 | $70,293 | IRS |
| 990-EZ | December 2024 | $37,698 | $33,027 | $53,310 | IRS |
| 990-EZ | December 2023 | $28,881 | $21,887 | $49,103 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: David M Smith | December 31, 2008 | ≤ $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 81-0469892).
Questions about LEWIS & CLARK LITERACY COUNCIL
- What is the EIN of LEWIS & CLARK LITERACY COUNCIL?
- The employer identification number (EIN) of LEWIS & CLARK LITERACY COUNCIL is 81-0469892.
- Is LEWIS & CLARK LITERACY COUNCIL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LEWIS & CLARK LITERACY COUNCIL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEWIS & CLARK LITERACY COUNCIL file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LEWIS & CLARK LITERACY COUNCIL 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 & CLARK LITERACY COUNCIL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of LEWIS & CLARK LITERACY COUNCIL?
- The 990-N for 2008 names David M Smith.
- Who are the officers and directors of LEWIS & CLARK LITERACY COUNCIL?
- The 990-EZ for the year ended December 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $8,010 (TRACIE SHEPHERD, FORMER EXECUTIVE DIRECTOR).
- How much revenue does LEWIS & CLARK LITERACY COUNCIL have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $47,164, expenses of $30,137 and total assets of $70,293 at year end.
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