Lewis and Clark Trail Heritage Fdtn

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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

1969

Legal Domicile

Phone

4064541234

Tax Period

2024-10-01 to 2025-09-30

Lewis and Clark Trail Heritage Fdtn, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $251K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $425K exceeded revenue, resulting in a 69% 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.

Program Service Accomplishments

Program 1

Expenses: $140,948 Revenue: $23,579

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...

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.

Program 2

Expenses: $54,359 Revenue: $18,952

Production and Distribution of We Proceeded On, a quarterly journal depicting the history of the trail and current activities to preserve the trail.

Program 3

Expenses: $2,123

Operate, maintain, and catalog the printed history of the trail. Provide historical data to the members and those researching the history of the trail.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $117,860

Program Service Revenue $75,460

Investment Income $57,624

Other Revenue $0

TOTAL REVENUE $250,944

Expense Breakdown

Grants Paid $83,554

Salaries & Benefits $99,993

Fundraising Expenses $0

Program Expenses $197,430

Other Expenses $241,370

TOTAL EXPENSES $424,917

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,944	$299,037	-0.2%
Expenses	$424,917	$395,702	+0.1%
Net Income	$-173,973	$-96,665	+0.8%

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

$58,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Hunt	Executive Director	30.00	Director	$58,000	$0	$58,000
Alisha Hamel	Director	1.00	Director	$0	$0	$0
Shannon Kelly	Director	1.00	Director	$0	$0	$0
Gary Kimsey	Director	1.00	Director	$0	$0	$0
Rennie Kubick	Director	1.00	Director	$0	$0	$0
Mark Meyer MD	Director	1.00	Director	$0	$0	$0
Philippa Newfield MD	Director	1.00	Director	$0	$0	$0
Luann Waters	Director	1.00	Director	$0	$0	$0
Richard Welch	Director	1.00	Director	$0	$0	$0
Kristen Zane	Director	1.00	Director	$0	$0	$0
Bill Bronson	President	8.00	Officer Director	$0	$0	$0
Patricia Traffas	Vice President	2.00	Officer Director	$0	$0	$0
Keith Bystrom	Secretary	2.00	Officer Director	$0	$0	$0
Yvonne Kean	Treasurer	2.00	Officer Director	$0	$0	$0
Jim Sayce	Past President	1.00	Officer Director	$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	$250,944	$424,917	$4,454,845	$-173,973
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