LEWIS & CLARK TRAIL HERITAGE FOUNDATION INC (EIN 510187715) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

BILL BRONSON

Phone

4064541234

Tax Period

2023-10-01 to 2024-09-30

LEWIS & CLARK TRAIL HERITAGE FOUNDATION INC, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $299K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $396K exceeded revenue, resulting in a 32% operating deficit.

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $123,503

Program Service Revenue $0

Investment Income $88,084

Other Revenue $87,450

TOTAL REVENUE $299,037

Expense Breakdown

Grants Paid $69,206

Salaries & Benefits $84,383

Fundraising Expenses $0

Program Expenses $174,589

Other Expenses $242,113

TOTAL EXPENSES $395,702

Year-over-Year Comparison

	2023	2022	Change
Revenue	$299,037	$222,299	+0.3%
Expenses	$395,702	$545,195	-0.3%
Net Income	$-96,665	$-322,896	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

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

$52,423

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILIPPA NEWFIELD	DIRECTOR	2.00	Director	$0	$0	$0
GARY KIMSEY	DIRECTOR	2.00	Director	$0	$0	$0
LUANN WATERS	DIRECTOR	2.00	Director	$0	$0	$0
KEITH BYSTROM	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT HEACOCK	DIRECTOR	2.00	Director	$0	$0	$0
ALEXANDRIA SEARLS	DIRECTOR	2.00	Director	$0	$0	$0
KRISTEN ZANE	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA TRAFFAS	DIRECTOR	2.00	Director	$0	$0	$0
JIM SAYCE	PAST PRESIDENT	15.00	Officer	$0	$0	$0
YVONNE KEAN	TREASURER	10.00	Officer	$0	$0	$0
BILL BRONSON	PRESIDENT	10.00	Officer	$0	$0	$0
RICHARD HUNT	CEO	40.00	Officer	$52,423	$0	$52,423

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
2024	$299,037	$395,702	$4,319,506	$-96,665
2023	$222,299	$322,896	$3,659,030	$-100,597
2022	$478,311	$318,540	$3,443,699	$159,771
2021	$929,427	$254,004	$3,985,962	$675,423
2020	$288,492	$233,144	$3,341,170	$55,348
2019	$259,982	$336,024	$3,283,337	$-76,042
2018	$482,089	$315,009	$3,351,983	$167,080

LEWIS & CLARK TRAIL HERITAGE FOUNDATION INC