Civic Intelligence

Old Fort Western Fund

990EZ • Fiscal year 2017 • EIN 22-2546922

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 02, 2018

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

73rd percentile

0.06x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.25x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-47%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

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

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$273,511

Up $4,685 (+1.7%) from 2016

Net Assets

Up

$258,158

Up $2,587 (+1.0%) from 2016

Liabilities

Up

$15,353

Up $2,098 (+16%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin8th percentile

Revenue

Down

$61,238

Down $11,070 (-15%) from 2016

Expenses

Down

$90,067

Down $20,720 (-19%) from 2016

Net Income

Up

-$28,829

Up $9,650 (+25%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$273,511
Liabilities$15,353
Net Assets$258,158
Open 2017 Filing

Operations Trend

Revenue Growth28th 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

2017

Revenue$61,238
Expenses$90,067
Net Income-$28,829
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 2, 2018
Return Version
2016v3.1
Gross Receipts
$70,961
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.-$72,187
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE CORYELLChair-$0--
THOMAS DOOREVice-Chair-$0--
DANIEL STEVENSSecretary-$0--
PHYLLIS VON HERRLICHTreasurer-$0--
LEON CRANMERDirector-$0--
TERRENCE MCCABEDirector-$0--
DAN MITCHELLDirector-$0--
JAN DOERRDirector-$0--
DANIEL NICHOLSDirector-$0--
KEN YOUNGDirector-$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
2018-02-02
Discuss with paid preparer
Yes

Preparer

Firm
Nicholson Michaud & Company
Address
76 SILVER ST, WATERVILLE, ME 04901-6528
Preparer
Erik Nadeau CPA
Phone
2078727077
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses travel expenses 348 insurance 2,236 supplies 5,562 special projects 9,616 promotional expenses 1,005 misc program expenses 52 other operating costs 1,708 total 20,527”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 31,416”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 11,461 11,728 equipment 33,371 33,371 less accumulated depreciation 33,371 33,371 total 11,461 11,728”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 13,255 15,353”

Raw XML Appendix195 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt013255
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL EXPENSES 348 INSURANCE 2,236 SUPPLIES 5,562 SPECIAL PROJECTS 9,616 PROMOTIONAL EXPENSES 1,005 MISC PROGRAM EXPENSES 52 OTHER OPERATING COSTS 1,708 TOTAL 20,527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 31,416
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 11,461 11,728 EQUIPMENT 33,371 33,371 LESS ACCUMULATED DEPRECIATION 33,371 33,371 TOTAL 11,461 11,728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 13,255 15,353
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA NOVAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02076262385
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD FORT WESTERN FUND
ReturnHeader/Filer/BusinessNameControlTxt0OLDF
ReturnHeader/Filer/EIN0222546922
ReturnHeader/Filer/PhoneNum02076262385
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ReturnHeader/Filer/USAddress/CityNm0AUGUSTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010511973
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NICHOLSON MICHAUD & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt076 SILVER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0049016528
ReturnHeader/PreparerPersonGrp/PhoneNum02078727077
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK NADEAU CPA
ReturnHeader/ReturnTs02018-02-07T08:52:44-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$273,511
Liabilities
$15,353
Net assets
$258,158
Revenue
$61,238
Expenses
$90,067
Net income
-$28,829
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