Civic Intelligence

Travelers Rest Preservation & Heritage Assoc

EIN 81-0541891 • 501(c)3 • Lolo, MT

Profile

Education and Interpretation See Sch O Statement

PO Box 995Lolo, MT 59847

www.travelersrest.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

34th percentile

-6.9%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$56,746

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 49.2% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

44th percentile

-6.1%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

-0.4%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$109,012

Down $7,096 (-6.1%) from 2024

Liabilities

Up

$4,473

Up $914 (+26%) from 2024

Net Assets

Down

$104,539

Down $8,010 (-7.1%) from 2024

Revenue

Down

$115,400

Down $457 (-0.4%) from 2024

Expenses

Down

$123,410

Down $18,048 (-13%) from 2024

Net Income

Up

-$8,010

Up $17,591 (+69%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $41,237Liabilities 2011: $5,9262011Assets 2012: $65,231Liabilities 2012: $29,1322012Assets 2013: $40,106Liabilities 2013: $5,8032013Assets 2014: $80,205Liabilities 2014: $3,3422014Assets 2015: $84,756Liabilities 2015: $5,464Net Assets 2015: $79,2922015Assets 2016: $99,594Liabilities 2016: $9,926Net Assets 2016: $89,6682016Assets 2017: $101,935Liabilities 2017: $10,183Net Assets 2017: $91,7522017Assets 2018: $110,899Liabilities 2018: $11,3502018Assets 2019: $108,041Liabilities 2019: $11,9362019Assets 2020: $99,782Liabilities 2020: $12,390Net Assets 2020: $87,3922020Assets 2021: $127,961Liabilities 2021: $12,5842021Assets 2022: $128,756Liabilities 2022: $12,675Net Assets 2022: $116,0812022Assets 2023: $141,842Liabilities 2023: $3,6922023Assets 2024: $116,108Liabilities 2024: $3,559Net Assets 2024: $112,5492024Assets 2025: $109,012Liabilities 2025: $4,473Net Assets 2025: $104,5392025

Highlighted filing

2025

Assets$109,012
Liabilities$4,473
Net Assets$104,539

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $109,853Expenses 2011: $60,871Net Income 2011: $48,9822011Revenue 2012: $49,455Expenses 2012: $51,668Net Income 2012: -$2,2132012Revenue 2013: $55,722Expenses 2013: $57,547Net Income 2013: -$1,8252013Revenue 2014: $91,636Expenses 2014: $53,128Net Income 2014: $38,5082014Revenue 2015: $74,551Expenses 2015: $72,690Net Income 2015: $1,8612015Revenue 2016: $75,161Expenses 2016: $64,785Net Income 2016: $10,3762016Revenue 2017: $69,316Expenses 2017: $67,232Net Income 2017: $2,0842017Revenue 2018: $90,499Expenses 2018: $82,702Net Income 2018: $7,7972018Revenue 2019: $81,167Expenses 2019: $84,611Net Income 2019: -$3,4442019Revenue 2020: $75,654Expenses 2020: $83,213Net Income 2020: -$7,5592020Revenue 2021: $89,550Expenses 2021: $61,565Net Income 2021: $27,9852021Revenue 2022: $91,177Expenses 2022: $90,473Net Income 2022: $7042022Revenue 2023: $165,910Expenses 2023: $152,928Net Income 2023: $12,9822023Revenue 2024: $115,857Expenses 2024: $141,458Net Income 2024: -$25,6012024Revenue 2025: $115,400Expenses 2025: $123,410Net Income 2025: -$8,0102025

Highlighted filing

2025

Revenue$115,400
Expenses$123,410
Net Income-$8,010

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$0.04$1.05$1.15$1.23$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.04$1.13$1.16$1.41$0.26
2023Summary only. Only limited summary data is available for this year.$1.42$0.04$1.66$1.53$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.13$1.16$0.91$0.90$0.01
2021Summary only. Only limited summary data is available for this year.$1.28$0.13$0.90$0.62$0.28
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.12$0.87$0.76$0.83$0.08
2019Summary only. Only limited summary data is available for this year.$1.08$0.12$0.81$0.85$0.03
2018Summary only. Only limited summary data is available for this year.$1.11$0.11$0.90$0.83$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.10$0.92$0.69$0.67$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.10$0.90$0.75$0.65$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.05$0.79$0.75$0.73$0.02
2014Summary only. Only limited summary data is available for this year.$0.80$0.03$0.92$0.53$0.39
2013Summary only. Only limited summary data is available for this year.$0.40$0.06$0.56$0.58$0.02
2012Summary only. Only limited summary data is available for this year.$0.65$0.29$0.49$0.52$0.02
2011Summary only. Only limited summary data is available for this year.$0.41$0.06$1.10$0.61$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$119,076
Mission and Program Overview

Mission

Education and Interpretation See Sch O Statement

Program Services

DescriptionGrantsExpenses
Provide interpretation programs for 60,000 visitors andK-12 education programs for 2100 elementary students on field trips.$0$23,483
See Schedule O Statement$0$10,398
See Schedule O Statement$0$2,924
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Molly StockdaleExecutive DirectorFT$56,746-$56,746
Kara BartlettPresidentPT$0--
Kristy LakeTreasurer-$0--
Stephanie CastilloSecretary-$0--
Lee HodsdonDirector-$0--
Bruce MihelishDirector-$0--
Mary Ann Bixby AlbeeDirector-$0--
Carol BenigerDirector-$0--
Megan McMeekinDirector-$0--
Melanie MorrisDirector-$0--
Filing and Contact Details

Filer

Filer Name
Travelers Rest Preservation & Heritage Assoc
EIN
81-0541891
Phone
4062734253
Address
PO Box 995, Lolo, MT 59847

Signing Officer

Name
Molly Stockdale
Title
Executive Director
Phone
4062734253
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Whaley & Associates Pc
Address
530 N ORANGE ST, MISSOULA, MT 59802
Preparer
James H Whaley
Phone
4065423482
Supplemental Narrative

Additional Explanations

Other

PART III,Line 28-ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO SUPPORT TRAVELERS REST STATE PARK THROUGH OUTREACH, ADVOCACY, & EDUCATIONAL EXPERIENCES THAT LINK THE PAST TO THE FUTURE. Temporary & Permanent exhibits in the Visitor Center related to the history of the Lewis & Clark Expedition & the Selis-Qlipse people as well as the natural history of the site. ONGOING PUBLIC PROGRAMS INCLUDE TREKKER KIDS FAMILY ACTIVITIES, WINTER STORYTELLING & INDIGENOUS DEMONSTRATION DAYS GIVE VISITORS A CHANCE TO GAIN A DEEPER UNDERSTANDING OF THE HISTORY OF TRAVELERS REST.

Other

Part iii, line 29-special programs like winter storytelling bring authors, historians & indigenous elders to share their work & culture. Trekker kids provides free family activities to more than 500 people. The connection expanded partnerships with the selis-qlispe culture committee, the mt art gallery directors assoc.,the missoula community orchestra, open air & other cultural organizations to offer new programs & exhibits. The connection conducted outreach activities at farmers markets, community festivals, & minor league baseball games.

Other

Part iii,line 30-in the last fiscal year trpha created a new exhibit, pop! Goes the expedition: lewis & clark in art & popular culture on display from october-april we also rented visions of lewis & clark, an exhibition of 35 kites created by artists & inspired by the lewis & clark expedition. In collaboration with the selis-qlisp culture committee, trpha hosted 300 students for the gathering at tmsmli field trip day. This brought field trip attendance bac to pre-pandemic levels for the first time. Trpha collaborated with the mt black collective missoula to bring nationally-known historian & performer hasan davis to missoula to perform his one-man show about york,the enslaved man who traveled with the expedition. In addition, the connection successfully applied for a mt trails grant for future improvments to travelers rest state park trails & infrastructure.

Form 990EZ, Part I, Line 8

Miscellaneous Income 284.

Form 990EZ, Part I, Line 8

Unrealized Capital Gain/Loss 13610.

Form 990EZ, Part I, Line 8

LCTHF Annual Meeting

Form 990EZ, Part I, Line 16

Advertising 3373.

Form 990EZ, Part I, Line 16

Bank Fees 290.

Form 990EZ, Part I, Line 16

Dues & Subscriptions 874.

Form 990EZ, Part I, Line 16

Education Outreach 80.

Form 990EZ, Part I, Line 16

Entertainment 349.

Form 990EZ, Part I, Line 16

Fundraising Expense 105.

Form 990EZ, Part I, Line 16

Insurance 4502.

Form 990EZ, Part I, Line 16

Computer/Internet 1844.

Form 990EZ, Part I, Line 16

Licenses & Permits

Form 990EZ, Part I, Line 16

Office Supplies 375.

Form 990EZ, Part I, Line 16

MT State Parks 39.

Form 990EZ, Part I, Line 16

Travel 142.

Form 990EZ, Part I, Line 16

Program Expense 38395.

Form 990EZ, Part I, Line 16

Unrealized Capital Loss

Form 990EZ, Part I, Line 16

Meeting Expenses

Form 990EZ, Part I, Line 16

Staff Development 1612.

Form 990EZ, Part I, Line 16

VISTA

Form 990EZ, Part I, Line 16

Other Expenses 850.

Form 990EZ, Part I, Line 16

VOLUNTEER MGMT EXP 544.

Form 990EZ, Part I, Line 16

Rounding Error 3.

Form 990EZ, Part I, Line 16

Bonus

Form 990EZ, Part II, Line 24

Inventory 760. 760.

Form 990EZ, Part II, Line 26

Payroll Liabilities 3559. 4473.

Raw XML Appendix286 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART III,Line 28-ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO SUPPORT TRAVELERS REST STATE PARK THROUGH OUTREACH, ADVOCACY, & EDUCATIONAL EXPERIENCES THAT LINK THE PAST TO THE FUTURE. Temporary & Permanent exhibits in the Visitor Center related to the history of the Lewis & Clark Expedition & the Selis-Qlipse people as well as the natural history of the site. ONGOING PUBLIC PROGRAMS INCLUDE TREKKER KIDS FAMILY ACTIVITIES, WINTER STORYTELLING & INDIGENOUS DEMONSTRATION DAYS GIVE VISITORS A CHANCE TO GAIN A DEEPER UNDERSTANDING OF THE HISTORY OF TRAVELERS REST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PART III, LINE 29-SPECIAL PROGRAMS LIKE WINTER STORYTELLING BRING AUTHORS, HISTORIANS & INDIGENOUS ELDERS TO SHARE THEIR WORK & CULTURE. TREKKER KIDS PROVIDES FREE FAMILY ACTIVITIES TO MORE THAN 500 PEOPLE. THE CONNECTION EXPANDED PARTNERSHIPS WITH THE SELIS-QLISPE CULTURE COMMITTEE, THE MT ART GALLERY DIRECTORS ASSOC.,THE MISSOULA COMMUNITY ORCHESTRA, OPEN AIR & OTHER CULTURAL ORGANIZATIONS TO OFFER NEW PROGRAMS & EXHIBITS. THE CONNECTION CONDUCTED OUTREACH ACTIVITIES AT FARMERS MARKETS, COMMUNITY FESTIVALS, & MINOR LEAGUE BASEBALL GAMES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART III,LINE 30-IN THE LAST FISCAL YEAR TRPHA CREATED A NEW EXHIBIT, POP! GOES THE EXPEDITION: LEWIS & CLARK IN ART & POPULAR CULTURE ON DISPLAY FROM OCTOBER-APRIL WE ALSO RENTED VISIONS OF LEWIS & CLARK, AN EXHIBITION OF 35 KITES CREATED BY ARTISTS & INSPIRED BY THE LEWIS & CLARK EXPEDITION. IN COLLABORATION WITH THE SELIS-QLISP CULTURE COMMITTEE, TRPHA HOSTED 300 STUDENTS FOR THE GATHERING AT TMSMLI FIELD TRIP DAY. THIS BROUGHT FIELD TRIP ATTENDANCE BAC TO PRE-PANDEMIC LEVELS FOR THE FIRST TIME. TRPHA COLLABORATED WITH THE MT BLACK COLLECTIVE MISSOULA TO BRING NATIONALLY-KNOWN HISTORIAN & PERFORMER HASAN DAVIS TO MISSOULA TO PERFORM HIS ONE-MAN SHOW ABOUT YORK,THE ENSLAVED MAN WHO TRAVELED WITH THE EXPEDITION. IN ADDITION, THE CONNECTION SUCCESSFULLY APPLIED FOR A MT TRAILS GRANT FOR FUTURE IMPROVMENTS TO TRAVELERS REST STATE PARK TRAILS & INFRASTRUCTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Miscellaneous Income 284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Unrealized Capital Gain/Loss 13610.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LCTHF Annual Meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Advertising 3373.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Fees 290.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues & Subscriptions 874.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Education Outreach 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Entertainment 349.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Fundraising Expense 105.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Insurance 4502.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Computer/Internet 1844.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Licenses & Permits
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Office Supplies 375.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16MT State Parks 39.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Travel 142.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Program Expense 38395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Unrealized Capital Loss
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Meeting Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Staff Development 1612.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22VISTA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Other Expenses 850.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24VOLUNTEER MGMT EXP 544.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Rounding Error 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Bonus
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Inventory 760. 760.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt28Payroll Liabilities 3559. 4473.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc28Form 990EZ, Part II, Line 26
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ReturnHeader/TaxPeriodEndDt02025-06-30
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