Civic Intelligence

Old Fort Western Fund

990EZ • Fiscal year 2016 • EIN 22-2546922

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 05, 2017

Organization ProfileWWW.OLDFORTWESTERN.ORG
16 Cony StreetAugusta, ME 04330-5200

(207) 626-2385

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

86th percentile

0.18x

Higher debt load relative to revenue than 86% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

25th percentile

-14%

Faster asset growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$268,826

Down $43,956 (-14%) from 2015

Net Assets

Down

$255,571

Down $41,146 (-14%) from 2015

Liabilities

Down

$13,255

Down $2,810 (-17%) from 2015

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin8th percentile

Revenue

Down

$72,308

Down $16,875 (-19%) from 2015

Expenses

Up

$110,787

Up $694 (+0.6%) from 2015

Net Income

Down

-$38,479

Down $17,569 (-84%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600K$400K$200K$0Assets 2011: $358,779Liabilities 2011: $11,3212011Assets 2012: $318,302Liabilities 2012: $16,1552012Assets 2013: $325,707Liabilities 2013: $25,3462013Assets 2014: $316,822Liabilities 2014: $15,239Net Assets 2014: $301,5832014Assets 2015: $312,782Liabilities 2015: $16,065Net Assets 2015: $296,7172015Assets 2016: $268,826Liabilities 2016: $13,255Net Assets 2016: $255,5712016Assets 2017: $273,511Liabilities 2017: $15,353Net Assets 2017: $258,1582017Assets 2018: $268,402Liabilities 2018: $15,823Net Assets 2018: $252,5792018Assets 2019: $263,934Liabilities 2019: $13,821Net Assets 2019: $250,1132019Assets 2020: $392,248Liabilities 2020: $13,456Net Assets 2020: $378,7922020Assets 2021: $461,427Liabilities 2021: $9,777Net Assets 2021: $451,6502021Assets 2022: $392,040Liabilities 2022: $35,640Net Assets 2022: $356,4002022Assets 2023: $403,810Liabilities 2023: $45,274Net Assets 2023: $358,5362023Assets 2024: $430,314Liabilities 2024: $100,447Net Assets 2024: $329,8672024Assets 2025: $375,616Liabilities 2025: $25,980Net Assets 2025: $349,6362025

Highlighted filing

2016

Assets$268,826
Liabilities$13,255
Net Assets$255,571
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

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

$200K$100K$0-$100KRevenue 2011: $100,250Expenses 2011: $67,908Net Income 2011: $32,3422011Revenue 2012: $71,072Expenses 2012: $97,679Net Income 2012: -$26,6072012Revenue 2013: $74,747Expenses 2013: $96,254Net Income 2013: -$21,5072013Revenue 2014: $56,952Expenses 2014: $96,449Net Income 2014: -$39,4972014Revenue 2015: $89,183Expenses 2015: $110,093Net Income 2015: -$20,9102015Revenue 2016: $72,308Expenses 2016: $110,787Net Income 2016: -$38,4792016Revenue 2017: $61,238Expenses 2017: $90,067Net Income 2017: -$28,8292017Revenue 2018: $79,548Expenses 2018: $104,680Net Income 2018: -$25,1322018Revenue 2019: $82,213Expenses 2019: $89,562Net Income 2019: -$7,3492019Revenue 2020: $199,202Expenses 2020: $83,213Net Income 2020: $115,9892020Revenue 2021: $55,455Expenses 2021: $65,810Net Income 2021: -$10,3552021Revenue 2022: $102,282Expenses 2022: $107,268Net Income 2022: -$4,9862022Revenue 2023: $90,706Expenses 2023: $116,753Net Income 2023: -$26,0472023Revenue 2024: $85,274Expenses 2024: $110,589Net Income 2024: -$25,3152024Revenue 2025: $125,295Expenses 2025: $119,958Net Income 2025: $5,3372025

Highlighted filing

2016

Revenue$72,308
Expenses$110,787
Net Income-$38,479
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 5, 2017
Return Version
2015v3.0
Gross Receipts
$75,786
Mission and Program Overview

Mission

To preserve, protect and interpret the 1754 national historic landmark fort, store, house and tenement on the kennebec river in maine's capitol city, and to educate the public to its history.

EDUCATIONAL MUSEUM

Program Services

DescriptionGrantsExpenses
OLD FORT WESTERN FUND CONDUCTS EDUCATIONAL PROGRAMS AT A CERTIFIED HISTORICAL LANDMARK THAT INCLUDES PROGRAMS AND TOURS$0$87,422
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE CORYELLChair-$0--
THOMAS DOOREVice-Chair-$0--
DANIEL STEVENSSecretary-$0--
PHYLLIS VON HERRLICHTreasurer-$0--
REV RICHARD H FREEMANDirector-$0--
PAIGE TATUMDirector-$0--
LEON CRANMERDirector-$0--
JIM GOULETDirector-$0--
TERRENCE MCCABEDirectorPT$0--
DANIEL NICHOLSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Old Fort Western Fund
EIN
22-2546922
Phone
2076262385
Address
16 CONY STREET, AUGUSTA, ME 04330-5200

Signing Officer

Name
Linda Novak
Title
President
Phone
2076262385
Signed
2017-04-05
Discuss with paid preparer
Yes

Preparer

Firm
Nicholson Michaud & Company
Address
76 SILVER STREET, WATERVILLE, ME 04901
Preparer
Erik Nadeau CPA
Phone
2078727077
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest and dividends. Amount: 5002.”

Form 990-ez, Part I, Line 7 - Sales of Inventory

“Income: gross receipts: 8223. Returns and allowances: 0. Less cost of goods sold: 3478. Gross profit: 4745. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 3478. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 0. Cost of goods sold: 3478.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: accessions. Amount: 2965. Description: supplies. Amount: 9950. Description: special projects. Amount: 5629. Description: miscellaneous. Amount: 5752. Description: promotion. Amount: 1619. Description: insurance. Amount: 2167. Description: travel. Amount: 487. Total to form 990-ez, line 16: 28569.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized loss on investments. Amount: -2667.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: inventory. Beg. Of year amount: 8997. End of year amount: 11461.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 16065. End of year amount: 13255.”

Raw XML Appendix224 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/OfficerDirectorTrusteeEmplGrp/PersonNm0JANE CORYELL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL MUSEUM
IRS990EZ/PrintingPublicationsPostageAmt01042
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OLD FORT WESTERN FUND CONDUCTS EDUCATIONAL PROGRAMS AT A CERTIFIED HISTORICAL LANDMARK THAT INCLUDES PROGRAMS AND TOURS
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/WebsiteAddressTxt0WWW.OLDFORTWESTERN.ORG
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 5002.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 8223. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 3478. GROSS PROFIT: 4745. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 3478. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 0. COST OF GOODS SOLD: 3478.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCESSIONS. AMOUNT: 2965. DESCRIPTION: SUPPLIES. AMOUNT: 9950. DESCRIPTION: SPECIAL PROJECTS. AMOUNT: 5629. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5752. DESCRIPTION: PROMOTION. AMOUNT: 1619. DESCRIPTION: INSURANCE. AMOUNT: 2167. DESCRIPTION: TRAVEL. AMOUNT: 487. TOTAL TO FORM 990-EZ, LINE 16: 28569.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -2667.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 8997. END OF YEAR AMOUNT: 11461.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 16065. END OF YEAR AMOUNT: 13255.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA NOVAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02076262385
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD FORT WESTERN FUND
ReturnHeader/Filer/BusinessNameControlTxt0OLDF
ReturnHeader/Filer/EIN0222546922
ReturnHeader/Filer/PhoneNum02076262385
ReturnHeader/Filer/USAddress/AddressLine1Txt016 CONY STREET
ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd0043305200
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010511973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NICHOLSON MICHAUD & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076 SILVER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004901
ReturnHeader/PreparerPersonGrp/PhoneNum02078727077
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK NADEAU CPA
ReturnHeader/ReturnTs02017-04-10T12:45:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,826
Liabilities
$13,255
Net assets
$255,571
Revenue
$72,308
Expenses
$110,787
Net income
-$38,479
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.76$0.26$3.50$1.25$1.20$0.05
2024Detailed filing. Detailed filing data is available for this year.$4.30$1.00$3.30$0.85$1.11$0.25
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.45$3.59$0.91$1.17$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.92$0.36$3.56$1.02$1.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.61$0.10$4.52$0.55$0.66$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.13$3.79$1.99$0.83$1.16
2019Detailed filing. Detailed filing data is available for this year.$2.64$0.14$2.50$0.82$0.90$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.16$2.53$0.80$1.05$0.25
2017Detailed filing. Detailed filing data is available for this year.$2.74$0.15$2.58$0.61$0.90$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.69$0.13$2.56$0.72$1.11$0.38
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.16$2.97$0.89$1.10$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.17$0.15$3.02$0.57$0.96$0.39
2013Summary only. Only limited summary data is available for this year.$3.26$0.25$0.75$0.96$0.22
2012Summary only. Only limited summary data is available for this year.$3.18$0.16$0.71$0.98$0.27
2011Summary only. Only limited summary data is available for this year.$3.59$0.11$1.00$0.68$0.32