Nonprofit · EIN 51-0187715
LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC
Tax-exempt · GREAT FALLS, MT 59403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $250,944 | $424,917 | -$173,973 | $4,454,845 | $83,178 | $4,371,667 |
| September 30, 2024 | 990 | $299,037 | $395,702 | -$96,665 | $4,319,506 | $137,924 | $4,181,582 |
| September 30, 2023 | 990 | $222,299 | $322,896 | -$100,597 | $3,659,030 | $68,256 | $3,590,774 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $117,860
- Membership dues
- $30,600
- Program service revenue
- $75,460
- Investment income
- $57,624
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $83,554
- Compensation of officers, directors and key employees
- $58,001
- Other salaries and wages
- $33,111
- Salaries, compensation and benefits (total)
- $99,993
- Professional fundraising fees
- $0
- Accounting fees
- $50,170
- Occupancy
- $5,787
- Travel
- $8,038
- Depreciation
- $10,726
- Program services (functional)
- $197,430
- Management and general (functional)
- $227,487
Balance sheet and other
- Total assets, start of year
- $4,319,506
- Total assets, end of year
- $4,454,845
- Total liabilities, end of year
- $83,178
- Net assets, end of year
- $4,371,667
- Land, buildings and equipment
- $38,070
- Publicly traded securities
- $4,166,047
- Net assets without donor restrictions
- $529,260
- Net assets with donor restrictions
- $3,842,407
- Gross receipts
- $250,944
- Employees
- 2
- Volunteers
- 80
- Year formed
- 1969
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Hunt | Executive Director Trustee or director | 30 | $58,000 |
| Alisha Hamel | Director Trustee or director | 1 | $0 |
| Shannon Kelly | Director Trustee or director | 1 | $0 |
| Gary Kimsey | Director Trustee or director | 1 | $0 |
| Rennie Kubick | Director Trustee or director | 1 | $0 |
| Mark Meyer MD | Director Trustee or director | 1 | $0 |
| Philippa Newfield MD | Director Trustee or director | 1 | $0 |
| Luann Waters | Director Trustee or director | 1 | $0 |
| Richard Welch | Director Trustee or director | 1 | $0 |
| Kristen Zane | Director Trustee or director | 1 | $0 |
| Bill Bronson | President Trustee or director, Officer | 8 | $0 |
| Patricia Traffas | Vice President Trustee or director, Officer | 2 | $0 |
| Keith Bystrom | Secretary Trustee or director, Officer | 2 | $0 |
| Yvonne Kean | Treasurer Trustee or director, Officer | 2 | $0 |
| Jim Sayce | Past President Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD HUNT | CEO Officer | 40 | $52,423 |
| PHILIPPA NEWFIELD | DIRECTOR Trustee or director | 2 | $0 |
| GARY KIMSEY | DIRECTOR Trustee or director | 2 | $0 |
| LUANN WATERS | DIRECTOR Trustee or director | 2 | $0 |
| KEITH BYSTROM | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT HEACOCK | DIRECTOR Trustee or director | 2 | $0 |
| ALEXANDRIA SEARLS | DIRECTOR Trustee or director | 2 | $0 |
| KRISTEN ZANE | DIRECTOR Trustee or director | 2 | $0 |
| PATRICIA TRAFFAS | DIRECTOR Trustee or director | 2 | $0 |
| JIM SAYCE | PAST PRESIDENT Officer | 15 | $0 |
| YVONNE KEAN | TREASURER Officer | 10 | $0 |
| BILL BRONSON | PRESIDENT Officer | 10 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE EBELING | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT HEACOCK | DIRECTOR Trustee or director | 1 | $0 |
| PHILIPPA NEWFIELD | DIRECTOR Trustee or director | 1 | $0 |
| ALEXANDRIA SEARLS | DIRECTOR Trustee or director | 1 | $0 |
| COLLETTE SORGEL | DIRECTOR Trustee or director | 1 | $0 |
| GARY KIMSEY | DIRECTOR Trustee or director | 1 | $0 |
| LUANN WATERS | DIRECTOR Trustee or director | 1 | $0 |
| KEITH BYSTROM | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD WELCH | DIRECTOR Trustee or director | 1 | $0 |
| JIM SAYCE | PRESIDENT Officer | 15 | $0 |
| YVONNE KEAN | TREASURER Officer | 10 | $0 |
| PAT TRAFFAS | SECRETARY Officer | 10 | $0 |
| LOUIS RITTEN | PAST PRESIDENT Officer | 1 | $0 |
| BILL BRONSON | VICE PRESIDENT Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3434, GREAT FALLS, MT 59403-3434
- In care of
- % BILL BRONSON
- Signed the 990
- BILL BRONSON, Board President
- Phone
- (406) 454-1234
- Website
- www.lewisandclark.org
- Return prepared by
- Kerry S Gordon CPA
Mission
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.
Program accomplishments
- 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 preservations.Expenses $140,948 · revenue $23,579
- Production and Distribution of We Proceeded On, a quarterly journal depicting the history of the trail and current activities to preserve the trail.Expenses $54,359 · revenue $18,952
- Operate, maintain, and catalog the printed history of the trail. Provide historical data to the members and those researching the history of the trail.Expenses $2,123
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 51-0187715
- 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)
- Group exemption
- Exempt since
- 1976
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Group exemption
- 4356 (8 member organizations)
- Assets (IRS master file)
- $4,454,845
- Income (IRS master file)
- $250,944
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $250,944 | $424,917 | $4,454,845 | XML |
| 990 | September 2024 | $299,037 | $395,702 | $4,319,506 | XML |
| 990 | September 2023 | $222,299 | $322,896 | $3,659,030 | XML |
| 990 | September 2022 | $478,311 | $318,540 | $3,443,699 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 51-0187715).
Questions about LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC
- What is the EIN of LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC?
- The employer identification number (EIN) of LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC is 51-0187715.
- Is LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does LEWIS AND CLARK TRAIL HERITAGE FOUNDATION 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 TRAIL HERITAGE FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $58,000 (Richard Hunt, Executive Director).
- How much revenue does LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $250,944, expenses of $424,917 and total assets of $4,454,845 at year end.
Organizations in its group exemption (8)
- LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC EIN 41-2131336 · CLARKSTON, WA · last filed 990-N for 2024
- LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC EIN 31-1602470 · CINCINNATI, OH · last filed 990-N for 2023
- LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC EIN 48-1259064 · HOHENWALD, TN · last filed 990-N for 2024
- LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC EIN 57-1201280 · ARKDALE, WI · last filed 990-N for 2024
- LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC EIN 91-1878335 · CLARKSTON, WA · last filed 990-N for 2024
- LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC EIN 43-1811454 · OLATHE, KS · last filed 990-N for 2025
- LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC EIN 27-3668054 · PONY, MT · last filed 990-N for 2025
- LEWIS AND CLARK TRAIL HERITAGE FOUNDATION INC EIN 41-2131496 · PORTLAND, OR · last filed 990-N for 2025
Other nonprofits in GREAT FALLS
- TRIGG-C M RUSSELL FOUNDATION INC EIN 81-6003526 · last filed 990 for 2025
- CASCADE COUNTY HISTORICAL SOCIETY EIN 81-0362958 · last filed 990 for 2024
- PARIS GIBSON SQUARE INCORPORATED EIN 81-0361663 · last filed 990 for 2025
- CHILDRENS MUSEUM OF MONTANA INC EIN 84-1370101 · last filed 990 for 2025
- BIG SKY PRORODEO ROUNDUP COMMITTEE EIN 90-0432847 · last filed 990-EZ for 2025
- URSULINE HISTORICAL FOUNDATION INC EIN 81-0436302 · last filed 990 for 2025
- MONTANA PERFORMING ARTS CONSORTIUM INC EIN 81-0411376 · last filed 990-EZ for 2026
- OUT WEST ART FOUNDATION INC EIN 47-1973719 · last filed 990 for 2025
All nonprofits in GREAT FALLS · Montana · Arts, culture and humanities