LEWIS AND CLARK CO HISTORICAL SOCIETY

EIN: 363766411 501(c)(3)

HELENA, MT

Total Revenue
$39,250
Total Expenses
$77,713
Total Assets
$880,891
Net Assets
$880,891
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1988
Legal Domicile
MT
Principal Officer
JOHN SHONTZ
Phone
4064570316
Tax Period
2025-01-01 to 2025-12-31

LEWIS AND CLARK CO HISTORICAL SOCIETY, founded in 1988, is a micro nonprofit that reported $39K in total revenue in fiscal year 2025. Expenses of $78K exceeded revenue, resulting in a 98% operating deficit.

Mission

TO SHARE THE HISTORY OF THE PEOPLE OF LEWIS AND CLARK COUNTY WITH THE PUBLIC THROUGH INTERNAL AND EXTERNAL PROGRAMMING, EXHIBITS AND EDUCATIONAL PROGRAMS. THE SOCIETY IS ALSO DEDICATED TO THE PRESERVATION OF ARTIFACTS AND OTHER MATERIALS THAT HELP SHARE OUR HISTORY. FURTHERMORE, THE SOCIETY EXISTS TO SUPPORT, ASSIST AND PROMOTE THE FURTHERANCE OF OTHER GROUPS DEDICATED TO TELLING APPROPRIATE STORIES OF THE PEOPLES, COMMUNITIES AND HISTORY OF LEWIS AND CLARK COUNTY.

Program Service Accomplishments

Program 1
Expenses: $77,713

TO SHARE THE HISTORY OF THE PEOPLE OF LEWIS AND CLARK COUNTY WITH THE PUBLIC THROUGH INTERNAL AND EXTERNAL PROGRAMMING, EXHIBITS AND EDUCATIONAL PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $6,504
Program Service Revenue $0
Investment Income $32,746
Other Revenue $0
TOTAL REVENUE $39,250

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $77,713
Other Expenses $77,713
TOTAL EXPENSES $77,713

Year-over-Year Comparison

2025 2024 Change
Revenue $39,250 $-67,249 -1.6%
Expenses $77,713 $50,891 +0.5%
Net Income $-38,463 $-118,140 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHY MACEFIELD Director 0.00
Director
$0 $0 $0
JOHN BARROWS Director 0.00
Director
$0 $0 $0
RON PEARSON Director 0.00
Director
$0 $0 $0
MARK LUTHER Director 0.00
Director
$0 $0 $0
RAYMOND READ Vice President 5.00
Officer
$0 $0 $0
JOHN SHONTZ President 5.00
Officer
$0 $0 $0
BARBARA SMITH Treasurer 5.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $39,250 $77,713 $880,891 $-38,463
2024 No data No data No data No data
2023 $266,016 $36,241 $1,052,410 $229,775
2022 $377,767 $2,535 $1,271,973 $375,232
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