Stewards of the Lewis and 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 unity.

95¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $107K a year · 86% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
6 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
Looks good: 6.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$751
0.07% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 8 voting members
Concern: none of 8 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$188K
+115% vs prior year
Spent
$19K
To programs
95%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$188K
FY2021▲ +115%
Tap a bar for its year
Revenue by fiscal year
FY2020$87K
FY2021$188K
FY2022$4K
FY2023$124K
FY2024$217K
FY2024$70K
Expenses
$19K
FY2021▲ +41%
Tap a bar for its year
Expenses by fiscal year
FY2020$13K
FY2021$19K
FY2022$19K
FY2023$17K
FY2024$19K
FY2024$19K
Net assets
$1.1M
FY2021▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$937K
FY2021$1.1M
FY2022$917K
FY2023$1.0M
FY2024$1.2M
FY2024$1.3M

From the FY2021 Form 990 (year ending September 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1985.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $18K Management & general 5% · $885

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See Portage Route executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Promote and educate about the Lewis and Clark Trail, maintaining sites and researching history.

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Provided by the organization

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1 program · $18K · in their own filed words · FY2020
01

Stewards of the Lewis and 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 unity.

$18Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$188K
Ln 12
Investment incomeLn 3$183K
Gifts and grantsLn 1h$5K
Other incomeLn 4–11$216
Money outPt IX
$19K
Ln 25
Programscol B$18K
Managementcol C$885
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$10K
Total assetsLn 16$1.1M
LiabilitiesLn 26$751
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5K
Investment incomeLn 3$183K
Other incomeLn 4–11$216
Gains on assetsLn 7$0
Total revenueLn 12$188K
Assets in detailPt X, end of year
CashLn 1$10K
SavingsLn 2$0
Cash and savings togetherLn 1–2$10K
InvestmentsLn 11–13$1.0M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$63K
Total assetsLn 16$1.1M
LiabilitiesLn 26$751
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 625
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$14K$10K
InvestmentsLn 11–13$843K$1.0M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$938K$1.1M
LiabilitiesLn 26$836$751
Net assetsLn 32$937K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$4K$4K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$2K$2K
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$510$510
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$68$68
Information technologyLn 14$2K$2K
RoyaltiesLn 15$0
OccupancyLn 16$1K$1K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$575$575
Other expenses (24a–d)Ln 24$7K$7K
All other expensesLn 24e$1K$844$375
Total functional expensesLn 25$19K$18K$885$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $217K$19K$197K$1.2M 990 PDF
FY2023 $124K$17K$107K$1.0M 990 PDF
FY2022 $4K$19K−$15K$917K 990 PDF
FY2021 Viewing $188K$19K$170K$1.1M 990 PDF
FY2020 $87K$13K$74K$937K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $188,169 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,299$4,725
I-9 Program service revenue$0
I-10 Investment incomePrior year $84,144$183,228
I-11 Other revenuePrior year $1,032$216
I-12 Total revenuePrior year $87,475$188,169
I-13 Grants and similar amounts paidPrior year $2,500$4,000
I-14 Benefits paid to members$2,253
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $10,669$12,288
I-18 Total expensesPrior year $13,169$18,541
I-19 Revenue less expensesPrior year $74,306$169,628
Part VI · Governance 0 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $188,169 across 9 lines filed
Lines not itemized here account for $216 of total revenue; see the IRS return.
VIII-1b Membership dues$2,670
VIII-1f All other contributions, gifts and grants$2,055
VIII-1h Total contributions, gifts and grants$4,725
VIII-3 Investment incomeRelated to mission $183,228$183,228
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $183,228 · Unrelated business $216$188,169
Part IX · Statement of functional expenses $18,541 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $4,000$4,000
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for membersPrograms $2,253$2,253
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $510$510
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $68$68
IX-14 Information technologyPrograms $1,826$1,826
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,053$1,053
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $575$575
IX-24 Other expenses (24a–d)Programs $7,037$7,037
IX-24e All other expensesPrograms $844 · Management $375$1,219
IX-25 Total functional expensesPrograms $17,656 · Management $885 · Fundraising $0$18,541
Part X · Balance sheet $1,107,605 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $13,745$10,041
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or useStart of year $18,449$18,449
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $842,863$1,016,110
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $63,005$63,005
X-16 Total assetsStart of year $938,062$1,107,605
X-17 Accounts payable and accrued expensesStart of year $716$716
X-19 Deferred revenueStart of year $120$35
X-26 Total liabilitiesStart of year $836$751
X-27 Net assets without donor restrictionsStart of year $94,363$90,744
X-28 Net assets with donor restrictionsStart of year $842,863$1,016,110
X-32 Total net assets or fund balancesStart of year $937,226$1,106,854
X-33 Total liabilities and net assetsStart of year $938,062$1,107,605
Part XI · Reconciliation of net assets $1,106,854 net assets at year end
XI-1 Total revenue$188,169
XI-2 Total expenses$18,541
XI-3 Revenue less expenses$169,628
XI-4 Net assets at start of year$937,226
XI-10 Net assets at end of year$1,106,854

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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