Lewis & Clark Foundation: FY2021 Nonprofit Profile & Form 990 (EIN 81-0471734)

Revenue by fiscal year
FY2020	$113K
FY2021	$254K
FY2022	$284K
FY2023	$282K
FY2024	$259K
FY2025	$292K

Expenses by fiscal year
FY2020	$157K
FY2021	$213K
FY2022	$191K
FY2023	$191K
FY2024	$196K
FY2025	$213K

Net assets by fiscal year
FY2020	$1.1M
FY2021	$1.2M
FY2022	$1.2M
FY2023	$1.3M
FY2024	$1.4M
FY2025	$1.5M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1992.

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

Where the money goes

58 cents of each dollar spent went to programs.

58%

22%

20%

Program services 58% · $122K Management & general 22% · $47K Fundraising 20% · $43K

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

21 people listed on the 990; $77K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Jay Russell

Executive Director-Outgoing

$48,543Pt VII · Sec A

Elizabeth Moore

Executive Director

$28,656Pt VII · Sec A

Bob Vinson

Vice President

$0Pt VII · Sec A

Mark Cappis

Treasurer

$0Pt VII · Sec A

Dick Martin

Secretary

$0Pt VII · Sec A

Norma Ashby-Smith

Director

$0Pt VII · Sec A

Tom Duffy

Director

$0Pt VII · Sec A

Brishen Gumenberg

Director

$0Pt VII · Sec A

Elizabeth Moore’s $62K as Executive Director-Retired is at the 59th percentile of top reported officer pay among 1265 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Jay Russell	—	—	—	$33,625	$48,543	$65,966
Elizabeth Moore	$61,500	$61,500	$62,583	$46,301	$28,656	—
Kelly Paladino	$36,243	—	—	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lewis & Clark Foundation 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 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aYes
Loans to or from officersSch L · Pt II2 listed

Programs and updates

Funds construction, expansion, and improvement of the Lewis and Clark Interpretive Center.

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Provided by the organization

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2 programs · $122K · in their own filed words · FY2020

01

The organization has provided funding and intends to provide future funding for the construction, expansion and improvement of the lewis and clark interpretive center located in great falls, MT.

$62Kprogram expense

02

The lewis and clark foundation operates the portage cache store at the lewis and clark interpretive center. The portage cache store sells books and art covering the lewis & clark expedition as well as related native american EVENTS/HISTORICAL lore and also sells period items.

$61Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Montana Community Foundation INCFY2024$10K

Herb Waltermire Community Enhancement Foundation INCFY2024$5K

Lewis and Clark Trail Heritage Foundation INCFY2024$4K

The Scripps Howard FoundationFY2024$1K

Total grants receivedfrom 4 funders$19K

See all 4 funders →

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$254K

Ln 12

Gifts and grantsLn 1h$183K

Other incomeLn 4–11$47K

Investment incomeLn 3$25K

Money outPt IX

$213K

Ln 25

Programscol B$122K

Managementcol C$47K

Fundraisingcol D$43K

Owns and owesPt X

$1.2M

net assets · Ln 32

Cash and savingsLn 1–2$136K

Total assetsLn 16$1.2M

LiabilitiesLn 26$66K

PeoplePt VI, VII

21

listed · VII A

PaidVII A2

Voting boardVI 1a17

IndependentVI 1b17

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$183K

Government grantsLn 1e$53K

Noncash giftsLn 1g$43K

Fundraising eventsLn 1c$83K

Investment incomeLn 3$25K

Other incomeLn 4–11$47K

Gains on assetsLn 7$19K

Total revenueLn 12$254K

Assets in detailPt X, end of year

CashLn 1$105K

SavingsLn 2$31K

Cash and savings togetherLn 1–2$136K

InvestmentsLn 11–13$349K

Land, buildings, equipmentLn 10c$557K

Other assetsLn 15$144K

Total assetsLn 16$1.2M

LiabilitiesLn 26$66K

Net assetsLn 32$1.2M

OperationsPt I, VI

EmployeesI 516

VolunteersI 642

Fiscal year endsHeaderSeptember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$110K	$136K
InvestmentsLn 11–13	$300K	$349K
Land, buildings, equipmentLn 10c	$557K	$557K
Total assetsLn 16	$1.2M	$1.2M
LiabilitiesLn 26	$55K	$66K
Net assetsLn 32	$1.1M	$1.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$81K	$33K	$15K	$33K
Other salaries and wagesLn 7	$40K	$24K	$11K	$5K
Payroll taxesLn 10	$11K	$5K	$2K	$3K
Accounting feesLn 11c	$10K		$10K
Investment management feesLn 11f	$4K		$4K
Other fees for servicesLn 11g	$119		$119
Advertising and promotionLn 12	$239	$180	$59
Office expensesLn 13	$9K	$3K	$4K	$2K
Information technologyLn 14	$2K	$2K
OccupancyLn 16	$2K	$2K
Conferences, conventions and meetingsLn 19	$193	$13	$173	$7
InsuranceLn 23	$2K	$1K	$854
Other expenses (24a–d)Ln 24	$53K	$53K	$93
Total functional expensesLn 25	$213K	$122K	$47K	$43K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$292K	$213K	$80K	$1.5M	990 PDF
FY2024	$259K	$196K	$63K	$1.4M	990 PDF
FY2023	$282K	$191K	$91K	$1.3M	990 PDF
FY2022	$284K	$191K	$94K	$1.2M	990 PDF
FY2021 Viewing	$254K	$213K	$42K	$1.2M	990 PDF
FY2020	$113K	$157K	−$44K	$1.1M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $254,381 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $118,280$182,979

I-9 Program service revenuePrior year $250$0

I-10 Investment incomePrior year −$45,213$24,525

I-11 Other revenuePrior year $39,936$46,877

I-12 Total revenuePrior year $113,253$254,381

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $119,964$131,870

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $37,004$80,649

I-18 Total expensesPrior year $156,968$212,519

I-19 Revenue less expensesPrior year −$43,715$41,862

Part VI · Governance 17 of 17 board members independent, 3 to look at

VI-1a Voting members of the governing body17

VI-1b Independent voting members17

VI-2 Family or business relationship among officers or directorsYes

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-12a Written conflict of interest policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $254,381 across 11 lines filed

Lines not itemized here account for $62,119 of total revenue; see the IRS return.

VIII-1b Membership dues$10,190

VIII-1c Fundraising events$83,168

VIII-1e Government grants$52,798

VIII-1f All other contributions, gifts and grants$36,823

VIII-1g Noncash contributions (included above)$43,103

VIII-1h Total contributions, gifts and grants$182,979

VIII-3 Investment incomeExcluded from tax $5,800$5,800

VIII-7 Net gain or loss on sales of assetsRelated to mission $700 · Excluded from tax $18,025$18,725

VIII-8 Net income from fundraising eventsExcluded from tax −$17,969−$17,969

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,727$2,727

VIII-12 Total revenueRelated to mission $65,546 · Unrelated business $0 · Excluded from tax $5,856$254,381

Part IX · Statement of functional expenses $212,519 across 13 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $32,549 · Management $15,084 · Fundraising $33,054$80,687

IX-7 Other salaries and wagesPrograms $24,186 · Management $10,954 · Fundraising $4,731$39,871

IX-10 Payroll taxesPrograms $5,345 · Management $2,473 · Fundraising $3,494$11,312

IX-11c Accounting feesManagement $9,675$9,675

IX-11f Investment management feesManagement $3,654$3,654

IX-11g Other fees for servicesManagement $119$119

IX-12 Advertising and promotionPrograms $180 · Management $59$239

IX-13 Office expensesPrograms $2,918 · Management $3,710 · Fundraising $1,932$8,560

IX-14 Information technologyPrograms $1,735$1,735

IX-16 OccupancyPrograms $1,569$1,569

IX-19 Conferences, conventions and meetingsPrograms $13 · Management $173 · Fundraising $7$193

IX-23 InsurancePrograms $1,409 · Management $854$2,263

IX-24 Other expenses (24a–d)Programs $52,549 · Management $93$52,642

IX-25 Total functional expensesPrograms $122,453 · Management $46,848 · Fundraising $43,218$212,519

Part X · Balance sheet $1,242,025 assets, 18 lines filed

Asset lines not itemized here account for $100; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $92,131$105,225

X-2 Savings and temporary cash investmentsStart of year $17,977$30,849

X-3 Pledges and grants receivableStart of year $74$325

X-8 Inventories for sale or useStart of year $48,698$55,028

X-9 Prepaid expenses and deferred chargesStart of year $743$721

X-10c Land, buildings and equipment, netStart of year $556,728$556,728

X-11 Publicly traded securitiesStart of year $299,585$349,211

X-15 Other assetsStart of year $143,838$143,838

X-16 Total assetsStart of year $1,159,774$1,242,025

X-17 Accounts payable and accrued expensesStart of year $23,972$24,934

X-19 Deferred revenueStart of year $200$10,000

X-24 Unsecured notes and loans payableStart of year $27,800$27,865

X-25 Other liabilitiesStart of year $3,063$3,156

X-26 Total liabilitiesStart of year $55,035$65,955

X-27 Net assets without donor restrictionsStart of year $729,280$830,620

X-28 Net assets with donor restrictionsStart of year $375,459$345,450

X-32 Total net assets or fund balancesStart of year $1,104,739$1,176,070

X-33 Total liabilities and net assetsStart of year $1,159,774$1,242,025

Part XI · Reconciliation of net assets $1,176,070 net assets at year end

XI-1 Total revenue$254,381

XI-2 Total expenses$212,519

XI-3 Revenue less expenses$41,862

XI-4 Net assets at start of year$1,104,739

XI-5 Net unrealized gains (losses) on investments$29,469

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$1,176,070

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

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Lewis & Clark Foundation FY2021 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Compensation history total reportable pay by year · 3 named individuals · Part VII

Questions the 990 asks

Programs and updates

Questions for Lewis & Clark Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV