Civic Intelligence

Lewis and Clark Trust Inc.

990EZ • Fiscal year 2018 • EIN 45-4290831

Oct 01, 2017 to Sep 30, 2018 • Filed on Nov 14, 2018

Organization ProfileN/A
1867 Bellefonte DrLexington, KY 40503

(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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$57,833

Up $4,440 (+8.3%) from 2017

Net Assets

Up

$57,833

Up $4,440 (+8.3%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin83rd percentile

Revenue

Down

$15,290

Down $47,243 (-76%) from 2017

Expenses

Down

$10,850

Down $15,235 (-58%) from 2017

Net Income

Down

$4,440

Down $32,008 (-88%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2018

Assets$57,833
Liabilities-
Net Assets$57,833
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$15,290
Expenses$10,850
Net Income$4,440
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Nov 14, 2018
Return Version
2017v2.2
Gross Receipts
$15,290
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$10,850-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHENE AMBROSE TUBBSChairmanPT$0--
JAMES L MALLORYTreasurerPT$0--
CHRIS E HOWELLDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Lewis and Clark Trust Inc
EIN
45-4290831
Phone
8592787723
Address
1867 BELLEFONTE DR, LEXINGTON, KY 40503

Signing Officer

Name
James L Mallory
Title
Treasurer
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Summers McCrary & Sparks PSC
Address
201 South Main, Winchester, KY 40391
Preparer
Susan A Lacy CPA
Phone
8597451174
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $835”

Other Expenses.1

“TRAINING EXPENSE $10000”

Raw XML Appendix128 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES MALLORY
IRS990EZ/BooksInCareOfDetail/PhoneNum08592787723
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01867 BELLEFONTE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040503
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053393
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057833
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015290
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04440
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053393
IRS990EZ/Form990TotalAssetsGrp/EOYAmt057833
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt015290
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053393
IRS990EZ/NetAssetsOrFundBalancesEOYAmt057833
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053393
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt057833
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPHENE AMBROSE TUBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES L MALLORY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS E HOWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010835
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF THE NATIONAL PARK SERVICE TO PRESERVE LEWIS AND CLARK TRAIL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt010850
IRS990EZ/TotalProgramServiceExpensesAmt010850
IRS990EZ/TotalRevenueAmt015290
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062533
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012388
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt027565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0155476
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0155476
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015290
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062533
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012388
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027565
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0155476
IRS990ScheduleA/TotalSupportAmt0155476
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRAINING EXPENSE $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L MALLORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEWIS AND CLARK TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0LEWI
ReturnHeader/Filer/EIN0454290831
ReturnHeader/Filer/PhoneNum08592787723
ReturnHeader/Filer/USAddress/AddressLine1Txt01867 BELLEFONTE DR
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040503
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610990940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Summers McCrary & Sparks PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 South Main
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040391
ReturnHeader/PreparerPersonGrp/PhoneNum08597451174
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Susan A Lacy CPA
ReturnHeader/ReturnTs02018-11-14T11:17:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,833
Liabilities
-
Net assets
$57,833
Revenue
$15,290
Expenses
$10,850
Net income
$4,440
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