LEWIS & CLARK FOUNDATION

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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

1991

Legal Domicile

Principal Officer

KELLY PALADINO

Phone

4068997993

Tax Period

2023-10-01 to 2024-09-30

LEWIS & CLARK FOUNDATION, founded in 1991, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $259K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $63K, a strong 24% operating margin.

Mission

TO PROVIDE FUNDING FOR CONSTRUCTION, PROMOTION, EXPANSION AND IMPROVEMENT OF THE LEWIS AND CLARK INTERPRETIVE CENTER LOCATION IN GREAT FALLS, MT.

Program Service Accomplishments

Program 1

Expenses: $49,869 Revenue: $1,190

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. THE ORGANIZATION HAS ALSO PROVIDED FUNDING FOR THE PURCHASE OF LAND TO PRESERVE THE INTEGRITY OF THE CENTER AND LEWIS AND CLARK TRAIL WHICH IS LOCATED DIRECTLY ACROSS THE MISSOURI RIVER FROM THE LEWIS AND CLARK CENTER IN GREAT FALLS, MT. FUNDS ARE ALSO USED FOR EDUCATION AND PROMOTION OF THE LEWIS AND CLARK INTERPRETIVE CENTER.

Program 2

Expenses: $62,872 Revenue: $70,202

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. ITEMS SOLD IN THE STORE ARE INTENDED TO PROVIDE VISITORS TO THE LEWIS AND CLARK INTERPRETIVE CENTER WITH AN OPPORTUNITY FOR EXPANDING UPON THE EDUCATIONAL EXPERIENCE PROVIDED AT THE LEWIS AND CLARK INTERPRETIVE CENTER. ANY PROFITS FROM THE STORE ARE USED TO SUPPORT THE MISSION OF THE LEWIS & CLARK FOUNDATION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $158,656

Program Service Revenue $16

Investment Income $42,209

Other Revenue $58,187

TOTAL REVENUE $259,068

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,605

Fundraising Expenses $45,477

Program Expenses $112,741

Other Expenses $50,169

TOTAL EXPENSES $195,774

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,068	$281,618	-0.1%
Expenses	$195,774	$190,860	+0.0%
Net Income	$63,294	$90,758	-0.3%

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

$61,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MOORE	EXECUTIVE DIRECTOR	40.00	Officer	$61,500	$0	$61,500
THOMAS RISBERG	PRESIDENT	3.00	Officer Director	$0	$0	$0
BECKY YOUNKIN	PRESIDENT ELECT	3.00	Officer Director	$0	$0	$0
TONY ARETZ	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
HEATHER KUBAS	TREASURER	3.00	Officer Director	$0	$0	$0
JUDY BYRNE	SECRETARY	3.00	Officer Director	$0	$0	$0
BOB VINSON	PAST-PRESIDENT	3.00	Officer Director	$0	$0	$0
CAROLYN VALACICH	PAST-PRESIDENT - OUTGOING	3.00	Officer Director	$0	$0	$0
DWIGHT SMITH	SECRETARY - OUTGOING	3.00	Officer Director	$0	$0	$0
NORMA ASHBY-SMITH	DIRECTOR	1.00	Director	$0	$0	$0
DALE SCHWANKE	DIRECTOR	1.00	Director	$0	$0	$0
KC BANIK	DIRECTOR	1.00	Director	$0	$0	$0
GRANT GRISAK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF HEIMEL	DIRECTOR	1.00	Director	$0	$0	$0
TONYA JORGENSON	DIRECTOR	1.00	Director	$0	$0	$0
JALYN KEIGHLEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE KELLER	DIRECTOR	1.00	Director	$0	$0	$0
SARA MAYBEN	DIRECTOR	1.00	Director	$0	$0	$0
DAN MORANO	DIRECTOR	1.00	Director	$0	$0	$0
KYLE REEDY	DIRECTOR	1.00	Director	$0	$0	$0
LYNN ROHRER	DIRECTOR	1.00	Director	$0	$0	$0
LAVELLE VAN VOAST	DIRECTOR	1.00	Director	$0	$0	$0
SCOT KERNS	DIRECTOR	1.00	Director	$0	$0	$0
EARL VIELE	DIRECTOR	1.00	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
2024	$259,068	$195,774	$1,450,137	$63,294
2023	$281,618	$190,860	$1,339,968	$90,758
2022	$284,479	$190,872	$1,219,875	$93,607
2021	$254,381	$212,519	$1,242,025	$41,862
2020	$113,253	$156,968	$1,159,774	$-43,715
2019	$247,114	$228,679	$1,157,416	$18,435
2018	$193,953	$185,432	$1,129,889	$8,521