Civic Intelligence

Old Fort Western Fund

990EZ • Fiscal year 2019 • EIN 22-2546922

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 15, 2020

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

74th percentile

0.05x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.17x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

25th percentile

-8.9%

Higher net margin than 25% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-1.7%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

54th percentile

3.4%

Faster revenue growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$263,934

Down $4,468 (-1.7%) from 2018

Net Assets

Down

$250,113

Down $2,466 (-1.0%) from 2018

Liabilities

Down

$13,821

Down $2,002 (-13%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin25th percentile

Revenue

Up

$82,213

Up $2,665 (+3.4%) from 2018

Expenses

Down

$89,562

Down $15,118 (-14%) from 2018

Net Income

Up

-$7,349

Up $17,783 (+71%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2019

Assets$263,934
Liabilities$13,821
Net Assets$250,113
Open 2019 Filing

Operations Trend

Revenue Growth54th 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

2019

Revenue$82,213
Expenses$89,562
Net Income-$7,349
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 15, 2020
Return Version
2018v3.2
Gross Receipts
$86,953
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.-$77,070
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS DOORECo-Chair-$0--
JAN DOERRCo-Chair-$0--
DANIEL STEVENSSecretary-$0--
TERRENCE MCCABETreasurer-$0--
DAN MITCHELLDirector-$0--
PHYLLIS VON HERRLICHDirector-$0--
JAN ROLLINSDirector-$0--
DAREK GRANTDirector-$0--
LEON CRANMERDirector-$0--
STEPHANIE THIBODEAUDirector-$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
2020-01-15
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 359 insurance 2,265 supplies 5,819 special projects 893 promotional expenses 1,835 misc program expenses 366 total 11,537”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 4,883”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 12,291 14,236 prepaid expenses and deferred charges 0 1,785 equipment 33,371 33,371 less accumulated depreciation 33,371 33,371 total 12,291 16,021”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 15,823 13,821”

Raw XML Appendix207 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/OtherChangesInNetAssetsAmt04883
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES TRAVEL EXPENSES 359 INSURANCE 2,265 SUPPLIES 5,819 SPECIAL PROJECTS 893 PROMOTIONAL EXPENSES 1,835 MISC PROGRAM EXPENSES 366 TOTAL 11,537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 4,883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 12,291 14,236 PREPAID EXPENSES AND DEFERRED CHARGES 0 1,785 EQUIPMENT 33,371 33,371 LESS ACCUMULATED DEPRECIATION 33,371 33,371 TOTAL 12,291 16,021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 15,823 13,821
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/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02076262385
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-15
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ReturnHeader/Filer/EIN0222546922
ReturnHeader/Filer/PhoneNum02076262385
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:41:51
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/PreparationDt02020-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIK NADEAU CPA
ReturnHeader/ReturnTs02020-02-02T11:41:51-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$263,934
Liabilities
$13,821
Net assets
$250,113
Revenue
$82,213
Expenses
$89,562
Net income
-$7,349
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