Civic Intelligence

Friends of Fort Williams Park

990 • Fiscal year 2015 • EIN 01-0544684

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 12, 2016

P O Box 6260Cape Elizabeth, ME 04107

(207) 767-3707

Siviq Scores

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

Liabilities / Assets

58th percentile

0.09x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

71st percentile

0.17x

Higher debt load relative to revenue than 71% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

85th percentile

35%

Faster asset growth than 85% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-27%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$553,328

Up $143,989 (+35%) from 2014

Net Assets

Up

$506,188

Up $96,849 (+24%) from 2014

Liabilities

Up

$47,140

Up $47,140 from 2014

Revenue

Down

$277,387

Down $103,097 (-27%) from 2014

Expenses

Down

$177,700

Down $80,157 (-31%) from 2014

Net Income

Down

$99,687

Down $22,940 (-19%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $261,881Liabilities 2011: $02011Assets 2012: $268,923Liabilities 2012: $0Net Assets 2012: $268,9232012Assets 2013: $277,277Liabilities 2013: $0Net Assets 2013: $277,2772013Assets 2014: $409,339Liabilities 2014: $0Net Assets 2014: $409,3392014Assets 2015: $553,328Liabilities 2015: $47,140Net Assets 2015: $506,1882015Assets 2016: $315,483Liabilities 2016: $0Net Assets 2016: $315,4832016Assets 2017: $295,599Liabilities 2017: $0Net Assets 2017: $295,5992017Assets 2018: $272,335Liabilities 2018: $0Net Assets 2018: $272,3352018Assets 2019: $267,324Liabilities 2019: $0Net Assets 2019: $267,3242019Assets 2020: $282,052Liabilities 2020: $4,053Net Assets 2020: $277,9992020Assets 2021: $328,048Liabilities 2021: $2,028Net Assets 2021: $326,0202021Assets 2022: $406,785Liabilities 2022: $2,000Net Assets 2022: $404,7852022Assets 2023: $505,083Liabilities 2023: $0Net Assets 2023: $505,0832023Assets 2024: $514,354Liabilities 2024: $0Net Assets 2024: $514,3542024Assets 2025: $667,235Liabilities 2025: $0Net Assets 2025: $667,2352025

Highlighted filing

2015

Assets$553,328
Liabilities$47,140
Net Assets$506,188

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $146,375Expenses 2011: $30,715Net Income 2011: $115,6602011Expenses 2012: $261,3242012Revenue 2013: $190,543Expenses 2013: $187,592Net Income 2013: $2,9512013Revenue 2014: $380,484Expenses 2014: $257,857Net Income 2014: $122,6272014Revenue 2015: $277,387Expenses 2015: $177,700Net Income 2015: $99,6872015Revenue 2016: $222,266Expenses 2016: $410,436Net Income 2016: -$188,1702016Revenue 2017: $265,684Expenses 2017: $292,626Net Income 2017: -$26,9422017Revenue 2018: $167,325Expenses 2018: $201,754Net Income 2018: -$34,4292018Revenue 2019: $121,488Expenses 2019: $119,555Net Income 2019: $1,9332019Revenue 2020: $141,735Expenses 2020: $128,099Net Income 2020: $13,6362020Revenue 2021: $132,727Expenses 2021: $104,120Net Income 2021: $28,6072021Revenue 2022: $226,867Expenses 2022: $145,797Net Income 2022: $81,0702022Revenue 2023: $243,798Expenses 2023: $126,487Net Income 2023: $117,3112023Revenue 2024: $133,166Expenses 2024: $155,967Net Income 2024: -$22,8012024Revenue 2025: $255,139Expenses 2025: $136,195Net Income 2025: $118,9442025

Highlighted filing

2015

Revenue$277,387
Expenses$177,700
Net Income$99,687
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$312,354
Mission and Program Overview

Mission

Our mission is to preserve and enhance the natural and historic resources of Fort Williams Park for future generations by providing funding support and stewardship for selected projects in the park.

To preserve and enhance the natural and historic resources of Fort Williams Park.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$201,593$350,580▲ $148,987
Investments in Publicly Traded Securities$116,645$118,125▲ $1,480
Savings and Temporary Cash Investments$91,101$84,623▼ $6,478
Total Assets$409,339$553,328▲ $143,989
Liabilities
Escrow Account Liability-$47,140-
Total Liabilities$0$47,140▲ $47,140
Net Assets / Fund Balance
Temporarily Rstr Net Assets$201,322$314,183▲ $112,861
Unrestricted Net Assets$205,517$189,505▼ $16,012
Permanently Rstr Net Assets$2,500$2,500→ $0
Total Net Assets Fund Balance$409,339$506,188▲ $96,849
Total Liabilities and Net Assets / Fund Balance$409,339$553,328▲ $143,989

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$116,644-▲ $2,981$1,500$118,125
2013$90,442$13,032▲ $13,170-$116,644
2012$79,915$2,941▲ $7,586-$90,442
2011$79,693$995▼ $773-$79,915
2010$67,230$1,000▲ $11,463-$79,693
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert AyottePresident
Charles RedmanVice President
Andie MahoneyDirector
Dan RedmondDirector
Ellie SpehDirector
Emily GarvinDirector
Janet VilliotteDirector
Kara LeopoldDirector
Leslie EvansDirector
Lynn ShafferDirector
Mary HodgkinDirector
Mika ReynoldsDirector
Stephen BatesDirector
Sandra DunhamSecretary
Patrick NicholasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$241,876
Program Service Revenue
$0
Investment Income
$5,909
Other Revenue
$29,602
All Other Contributions
$241,876
Change in Net Assets
$99,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$107,487
Other Expenses$70,213
Total Fundraising Expense$9,012
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,902$85,413-$95,315
Office Expenses-$8,154$9,012$17,166
Information Technology-$8,215-$8,215
Payroll Taxes$792$6,635-$7,427
Other Employee Benefits-$4,745-$4,745
Occupancy-$4,550-$4,550
Other Expenses$3,970--$3,970
Insurance-$903-$903
Total Functional Expenses$50,073$118,615$9,012$177,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,229
Fundraising Direct Expenses$16,627
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
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
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 11

Line 11a explanation - The 990 is prepared by the Treasurer and reviewed by the Executive Committee prior to filing.

Form 990, Part VI, Section B, line 12C

The Foundation has limited transactions during the year. Contracts are approved by the executive committee.

Form 990, Part VI, Section B, line 15

The Foundation does not have a paid executive. Salaries for others are compared to similar nonprofits and approved by the executive committee of the board.

Form 990, Part VI, Section C, line 19

The Foundation provides copies of Form 990 to the public upon request. No other documents are provided at this time.

Filing and Contact Details

Filer

Filer Name
Fort Williams Charitable Foundation
EIN
01-0544684
Phone
2077673707
Address
P O BOX 6260, CAPE ELIZABETH, ME 04107
Doing Business As
Fort Williams Park Foundation

Signing Officer

Name
Patrick Nicholas
Title
Treasurer
Phone
2077673707
Signed
2016-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bob Ayotte
Formed
2000
Legal Domicile
Me
Voting Board Members
15
Independent Board Members
15
Employees
3
Volunteers
500

Preparer

Firm
Macpage LLC
Address
30 Long Creek Drive, South Portland, ME 04106
Preparer
Patrick Nicholas
Phone
2077745701
Supplemental Narrative

Financial Statement Notes

Part IV, Line 1B:

The Foundation acted as an agent for the special event, "A Night at the Light" commemorating the 250th Anniversary of the Town of Cape Elizabeth featuring the Portland Symphony Orchestra.

Raw XML AppendixShowing 400 of 446 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0334401
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04019
IRS990/PYOtherExpensesAmt0193744
IRS990/PYOtherRevenueAmt042064
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0122627
IRS990/PYSalariesCompEmpBnftPaidAmt064113
IRS990/PYTotalExpensesAmt0257857
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0380484
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt099687
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt091101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0241876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0333088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0195730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0268995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0144822
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01184511
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05819
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02585
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01553
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016297
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92770
IRS990ScheduleA/PublicSupportPY170Pct00.89820
IRS990ScheduleA/PublicSupportTotal170Amt01114024
IRS990ScheduleA/SubstantialContributorsTotAmt070487
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0241876
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0333088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0195730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0268995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0144822
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01184511
IRS990ScheduleA/TotalSupportAmt01200808
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/AdditionsDuringYearAmt059729
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0116644
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0118125
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02981
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt090442
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013032
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0116644
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013170
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt079915
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02941
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt090442
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07586
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt079693
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt079915
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-773
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt067230
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt079693
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011463
IRS990ScheduleD/DistributionsDuringYearAmt012589
IRS990ScheduleD/EndingBalanceAmt047140
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation acted as an agent for the special event, "A Night at the Light" commemorating the 250th Anniversary of the Town of Cape Elizabeth featuring the Portland Symphony Orchestra.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 1b:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 11a explanation - The 990 is prepared by the Treasurer and reviewed by the Executive Committee prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Foundation has limited transactions during the year. Contracts are approved by the executive committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation does not have a paid executive. Salaries for others are compared to similar nonprofits and approved by the executive committee of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Foundation provides copies of Form 990 to the public upon request. No other documents are provided at this time.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0201322
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0314183
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0409339
IRS990/TotalAssetsEOYAmt0553328
IRS990/TotalAssetsGrp/BOYAmt0409339
IRS990/TotalAssetsGrp/EOYAmt0553328
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0241876
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09012
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0118615
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050073
IRS990/TotalFunctionalExpensesGrp/TotalAmt0177700
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt047140
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt047140
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0409339
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0506188
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt050073
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt035511
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277387
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$2.55$1.36$1.19
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.33$1.56$0.23
2023Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$2.44$1.26$1.17
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.02$4.05$2.27$1.46$0.81
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.02$3.26$1.33$1.04$0.29
2020Summary only. Only limited summary data is available for this year.$2.82$0.04$2.78$1.42$1.28$0.14
2019Summary only. Only limited summary data is available for this year.$2.67$0.00$2.67$1.21$1.20$0.02
2018Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$1.67$2.02$0.34
2017Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$2.66$2.93$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$2.22$4.10$1.88
2015Detailed filing. Detailed filing data is available for this year.$5.53$0.47$5.06$2.77$1.78$1.00
2014Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$3.80$2.58$1.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.00$2.77$1.91$1.88$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.69$0.00$2.69$2.61
2011Summary only. Only limited summary data is available for this year.$2.62$0.00$1.46$0.31$1.16