Civic Intelligence

Lewis and Clark Trust Inc.

990EZ • Fiscal year 2014 • EIN 45-4290831

Oct 01, 2013 to Sep 30, 2014 • Filed on Nov 14, 2014

Organization ProfileN/A
1867 Bellefonte Dr40503

(859) 278-7723

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

7th percentile

-56%

Higher net margin than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-38%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-51%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$22,567

Down $13,681 (-38%) from 2013

Net Assets

$22,567

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin7th percentile

Revenue

Down

$24,339

Down $24,987 (-51%) from 2013

Expenses

Up

$38,020

Up $10,751 (+39%) from 2013

Net Income

Down

-$13,681

Down $35,738 (-162%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $14,191Net Assets 2012: $14,1912012Assets 2013: $36,248Liabilities 2013: $02013Assets 2014: $22,567Net Assets 2014: $22,5672014Assets 2015: $6,176Net Assets 2015: $6,1762015Assets 2016: $16,945Net Assets 2016: $16,9452016Assets 2017: $53,393Net Assets 2017: $53,3932017Assets 2018: $57,833Net Assets 2018: $57,8332018Assets 2019: $67,412Net Assets 2019: $67,4122019Assets 2020: $82,662Net Assets 2020: $82,6622020Assets 2021: $99,251Net Assets 2021: $99,2512021Assets 2022: $171,303Net Assets 2022: $171,3032022Assets 2023: $109,033Net Assets 2023: $109,0332023Assets 2024: $70,392Net Assets 2024: $70,3922024Assets 2025: $6,260Net Assets 2025: $6,2602025

Highlighted filing

2014

Assets$22,567
Liabilities-
Net Assets$22,567
Open 2014 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $16,200Expenses 2012: $2,009Net Income 2012: $14,1912012Revenue 2013: $49,326Expenses 2013: $27,269Net Income 2013: $22,0572013Revenue 2014: $24,339Expenses 2014: $38,020Net Income 2014: -$13,6812014Revenue 2015: $12,388Expenses 2015: $28,779Net Income 2015: -$16,3912015Revenue 2016: $37,700Expenses 2016: $26,931Net Income 2016: $10,7692016Revenue 2017: $62,533Expenses 2017: $26,085Net Income 2017: $36,4482017Revenue 2018: $15,290Expenses 2018: $10,850Net Income 2018: $4,4402018Revenue 2019: $22,285Expenses 2019: $12,706Net Income 2019: $9,5792019Revenue 2020: $21,132Expenses 2020: $4,952Net Income 2020: $16,1802020Revenue 2021: $24,849Expenses 2021: $4,108Net Income 2021: $20,7412021Revenue 2022: $141,512Expenses 2022: $69,460Net Income 2022: $72,0522022Revenue 2023: $76,164Expenses 2023: $138,434Net Income 2023: -$62,2702023Revenue 2024: $97,334Expenses 2024: $135,975Net Income 2024: -$38,6412024Revenue 2025: $36,990Expenses 2025: $101,122Net Income 2025: -$64,1322025

Highlighted filing

2014

Revenue$24,339
Expenses$38,020
Net Income-$13,681
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Nov 14, 2014
Return Version
2013v3.1
Gross Receipts
$24,339
Mission and Program Overview

Mission

The Lewis and Clark Trust, Inc. will support the Lewis and Clark National Historic Trail, operated and managed by the National Park Service, in its mission to educate all people and preserve the Lewis and Clark Trail.

Program Services

DescriptionGrantsExpenses
SUPPORT OF THE NATIONAL PARK SERVICE TO PRESERVE LEWIS AND CLARK TRAIL$38,020-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHENE AMBROSE TUBBSChairman-$0--
JAMES L MALLORYVice Chairman-$0--
CHRIS E HOWELLTreasurer-$0--
STEPHEN FORRESTSecretary-$0--
Filing and Contact Details

Filer

EIN
45-4290831
Phone
8592787723

Signing Officer

Name
James L Mallory
Title
Vice Chairman
Signed
2014-11-14
Discuss with paid preparer
Yes

Preparer

Preparer
Susan A Lacy CPA
Phone
8597451174
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $804”

Other Expenses.1

“Youth/other programs $25675”

Other Expenses.3

“WEBSITE $1400”

Other Expenses.4

“TRAIL DISC $956”

Other Expenses.5

“AWARD $600”

Other Expenses.6

“DUES $100”

Raw XML Appendix144 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES MALLORY
IRS990EZ/BooksInCareOfDetail/PhoneNum08592787723
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101867 BELLEFONTE DR
IRS990EZ/BooksInCareOfDetail/USAddress/City0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode040503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt036248
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt022567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024339
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13681
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt036248
IRS990EZ/Form990TotalAssetsGrp/EOYAmt022567
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt024339
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt036248
IRS990EZ/NetAssetsOrFundBalancesEOYAmt022567
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt036248
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt022567
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHENE AMBROSE TUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES L MALLORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS E HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEPHEN FORREST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029535
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Lewis and Clark Trust, Inc. will support the Lewis and Clark National Historic Trail, operated and managed by the National Park Service, in its mission to educate all people and preserve the Lewis and Clark Trail.
IRS990EZ/PrintingPublicationsPostageAmt08285
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF THE NATIONAL PARK SERVICE TO PRESERVE LEWIS AND CLARK TRAIL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt038020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038020
IRS990EZ/TotalProgramServiceExpensesAmt038020
IRS990EZ/TotalRevenueAmt024339
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049326
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt093091
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt093091
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049326
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016200
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt093091
IRS990ScheduleA/TotalSupportAmt093091
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YOUTH/OTHER PROGRAMS $25675
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE $1400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAIL DISC $956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AWARD $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUES $100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L MALLORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10LEWIS AND CLARK TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0454290831
ReturnHeader/Filer/PhoneNum08592787723
ReturnHeader/Filer/USAddress/AddressLine101867 BELLEFONTE DR
ReturnHeader/Filer/USAddress/City0LEXINGTON
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode040503
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Summers McCrary & Sparks PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10201 South Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Winchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode040391
ReturnHeader/PreparerPersonGrp/PhoneNum08597451174
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan A Lacy CPA
ReturnHeader/ReturnTs02014-11-14T12:40:09-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,567
Liabilities
-
Net assets
$22,567
Revenue
$24,339
Expenses
$38,020
Net income
-$13,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.37$1.01$0.64
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.97$1.36$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.76$1.38$0.62
2022Detailed filing. Detailed filing data is available for this year.$1.71$1.71$1.42$0.69$0.72
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.99$0.25$0.04$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.83$0.21$0.05$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.67$0.22$0.13$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.15$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.53$0.63$0.26$0.36
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.17$0.38$0.27$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.12$0.29$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.24$0.38$0.14
2013Summary only. Only limited summary data is available for this year.$0.36$0.00$0.49$0.27$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.14$0.16$0.02$0.14