Civic Intelligence

Lewis and Clark Library Public Foundation

990 • Fiscal year 2017 • EIN 81-0419768

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 10, 2018

Organization Profilewww.lclibfoundation.org
120 South Last Chance GulchHelena, MT 59601

(406) 447-1690

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

125%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$798,749

Up $120,318 (+18%) from 2016

Net Assets

Up

$798,749

Up $120,318 (+18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin79th percentile

Revenue

Up

$263,236

Up $146,384 (+125%) from 2016

Expenses

Up

$202,974

Up $120,561 (+146%) from 2016

Net Income

Up

$60,262

Up $25,823 (+75%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $185,999Liabilities 2011: $34Net Assets 2011: $185,9652011Assets 2012: $183,023Liabilities 2012: $39Net Assets 2012: $182,9842012Assets 2013: $558,710Liabilities 2013: $398Net Assets 2013: $558,3122013Assets 2014: $612,997Liabilities 2014: $465Net Assets 2014: $612,5322014Assets 2015: $658,957Liabilities 2015: $164Net Assets 2015: $658,7932015Assets 2016: $678,431Liabilities 2016: $0Net Assets 2016: $678,4312016Assets 2017: $798,749Liabilities 2017: $0Net Assets 2017: $798,7492017Assets 2018: $816,835Liabilities 2018: $8Net Assets 2018: $816,8272018Assets 2019: $872,328Liabilities 2019: $13Net Assets 2019: $872,3152019Assets 2020: $879,227Liabilities 2020: $8Net Assets 2020: $879,2272020Assets 2021: $994,230Liabilities 2021: $252Net Assets 2021: $993,9782021Assets 2022: $1,075,062Liabilities 2022: $17Net Assets 2022: $1,075,0452022Assets 2023: $1,128,749Liabilities 2023: $94Net Assets 2023: $1,128,6552023

Highlighted filing

2017

Assets$798,749
Liabilities$0
Net Assets$798,749
Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

$400K$200K$0-$200KRevenue 2011: $120,405Expenses 2011: $54,290Net Income 2011: $66,1152011Revenue 2012: $60,635Expenses 2012: $63,613Net Income 2012: -$2,9782012Expenses 2013: $64,0612013Revenue 2014: $91,583Expenses 2014: $88,751Net Income 2014: $2,8322014Revenue 2015: $93,062Expenses 2015: $59,884Net Income 2015: $33,1782015Revenue 2016: $116,852Expenses 2016: $82,413Net Income 2016: $34,4392016Revenue 2017: $263,236Expenses 2017: $202,974Net Income 2017: $60,2622017Revenue 2018: $123,012Expenses 2018: $151,448Net Income 2018: -$28,4362018Revenue 2019: $172,785Expenses 2019: $146,303Net Income 2019: $26,4822019Revenue 2020: $157,578Expenses 2020: $168,655Net Income 2020: -$11,0772020Revenue 2021: $134,012Expenses 2021: $179,716Net Income 2021: -$45,7042021Revenue 2022: $365,736Expenses 2022: $161,983Net Income 2022: $203,7532022Revenue 2023: $179,583Expenses 2023: $192,014Net Income 2023: -$12,4312023

Highlighted filing

2017

Revenue$263,236
Expenses$202,974
Net Income$60,262
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 10, 2018
Return Version
2016v3.0
Gross Receipts
$263,236
Mission and Program Overview

Mission

The lewis & clark library foundation works to enhance the quality of public library services to our community by encouraging and generating philanthropic gifts and bequests, with accountability to donors and the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$491,360$564,773▲ $73,413
Investments in Publicly Traded Securities$90,804$100,729▲ $9,925
Cash and Non-Interest-Bearing Accounts$53,602$79,224▲ $25,622
Savings and Temporary Cash Investments$42,665$54,023▲ $11,358
Total Assets$678,431$798,749▲ $120,318
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$400,000$400,000→ $0
Temporarily Rstr Net Assets$14,638$278,431▲ $263,793
Unrestricted Net Assets$263,793$120,318▼ $143,475
Total Net Assets Fund Balance$678,431$798,749▲ $120,318
Total Liabilities and Net Assets / Fund Balance$678,431$798,749▲ $120,318

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$564,773--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$491,360$18,854▲ $54,559-$564,773
2015$479,867$11,493▲ $11,493-$491,360
2014$409,563$56,059▲ $14,245-$479,867
2013$402,080-▲ $7,483-$409,563
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Joe FurshongPresident
Sonia GavinVice-President
Anne PichetteDirector
Art ButlerDirector
Babs LeaphartDirector
Barb BenishDirector
Bobbi LevineDirector
Dennis TaylorDirector
Kathy HamillDirector
Merry FahrmanDirector
Richard BoydDirector
Robert Morgan JrDirector
Sarah SullivanDirector
Terry CoheaDirector
John FinnSecretary
Amy BerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$182,225
Program Service Revenue
$50
Investment Income
$80,961
Other Revenue
$0
All Other Contributions
$182,225
Change in Net Assets
$60,262
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,086
Salaries, Compensation, and Employee Benefits$5,888
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$6,486-$6,486
Current Officers, Directors, Trustees, and Key Employees$2,705$2,705-$5,410
Office Expenses-$5,310-$5,310
Fees for Services Other-$4,109-$4,109
Fees for Services Accounting-$2,645-$2,645
Insurance-$826-$826
Payroll Taxes$239$239-$478
Travel-$118-$118
Other Expenses$9,200$13-$13
Total Functional Expenses$180,523$22,451$0$202,974
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The 990 is not reviewed by the board prior to being filed.”

Form 990, Part VI, Section C, line 19

“The Lewis & Clark Library Public Foundation makes its documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lewis & Clark Library Public Foundation
EIN
81-0419768
Phone
4064471690
Address
120 South Last Chance Gulch, Helena, MT 59601

Signing Officer

Name
Joe Furshong
Title
President
Phone
4064471690
Signed
2018-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Furshong
Formed
1978
Legal Domicile
Mt
Voting Board Members
16
Independent Board Members
16
Employees
1
Volunteers
0

Preparer

Firm
Wipfli LLP
Address
910 N Last Chance Gulch, Helena, MT 59601
Preparer
Meghan Bronec CPA
Phone
4064425520
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt050
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042665
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054023
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0In addition, the chairman of the board of trustees of the supported organization is also a director of the foundation. Therefore, members of the board of trustees of the supporting organization would hold a majority vote regarding investment policies and use of income of the foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The purposes for which the corporation is formed are to receive and maintain a fund or funds of real or personal property, or both, from gifts, donations, memorials bequests, grants and other available sources; and to use and apply the whole or any part of the income therefrom, and the principal thereof, exclusively for charitable, literary or educational purposes and, in particular for the benefit, improvement and welfare of the Lewis and Clark Library, Helena, Montana, and its patrons, by providing books, records, tapes, films, furnishings and other items, materials or objects, including facilities, useful, helpful or beneficial in the operation of a public library, all as would be acceptable to the Board of Trustees of the Lewis and Clark Library.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2If the foundation did not support the Lewis and Clark Library, the public library would be responsible for fundraising and maintaining a fund to further operations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Section D, Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Section E, Line 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Section E, Line 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810398318
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt074205
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0lewis & clark citycounty LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt074205
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0491360
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt018854
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0564773
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt054559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0479867
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011493
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0491360
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011493
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0409563
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt056059
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0479867
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0402080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0409563
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07483
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0564773
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Endowment Fund
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0564773
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is not reviewed by the board prior to being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Lewis & Clark Library Public Foundation makes its documents available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt014638
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0278431
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0678431
IRS990/TotalAssetsEOYAmt0798749
IRS990/TotalAssetsGrp/BOYAmt0678431
IRS990/TotalAssetsGrp/EOYAmt0798749
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0182225
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0180523
IRS990/TotalFunctionalExpensesGrp/TotalAmt0202974
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0678431
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0798749
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt050
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt080961
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263236
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,749
Liabilities
$0
Net assets
$798,749
Revenue
$263,236
Expenses
$202,974
Net income
$60,262
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.18$0.19$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.37$0.16$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.13$0.18$0.05
2020Summary only. Only limited summary data is available for this year.$0.88$0.00$0.88$0.16$0.17$0.01
2019Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.17$0.15$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.12$0.15$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.26$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.12$0.08$0.03
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$0.66$0.09$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.09$0.09$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.06$0.06$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.12$0.05$0.07
Peer Organizations

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