Civic Intelligence

Fort Defiance Inc

990EZ • Fiscal year 2015 • EIN 23-7272168

Oct 01, 2014 to Sep 30, 2015 • Filed on Feb 03, 2016

Organization Profilewww.fortdefiancenc.org
PO Box 686Lenoir, NC 28645

(828) 758-1671

Siviq Scores

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

Liabilities / Assets

75th percentile

0.08x

Higher debt load relative to assets than 75% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

0.73x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$25,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 53.7% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

49th percentile

1.2%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Revenue Growth

52nd percentile

2.5%

Faster revenue growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2015

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$420,321

Up $10,217 (+2.5%) from 2013

Net Assets

Up

$386,454

Up $9,707 (+2.6%) from 2013

Liabilities

Up

$33,867

Up $510 (+1.5%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin69th percentile

Revenue

Up

$46,518

Up $2,241 (+5.1%) from 2013

Expenses

Down

$40,160

Down $1,970 (-4.7%) from 2013

Net Income

Up

$6,358

Up $4,211 (+196%) from 2013

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: $418,046Liabilities 2011: $33,868Net Assets 2011: $384,1782011Assets 2013: $410,104Liabilities 2013: $33,357Net Assets 2013: $376,7472013Assets 2015: $420,321Liabilities 2015: $33,867Net Assets 2015: $386,4542015Assets 2017: $410,996Liabilities 2017: $33,357Net Assets 2017: $377,6392017Assets 2020: $193,594Liabilities 2020: $332Net Assets 2020: $193,2622020Assets 2022: $218,812Liabilities 2022: $163Net Assets 2022: $218,6492022Assets 2023: $176,107Net Assets 2023: $176,1072023

Highlighted filing

2015

Assets$420,321
Liabilities$33,867
Net Assets$386,454
Open 2015 Filing

Operations Trend

Revenue Growth52nd percentile

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

$150K$100K$50K$0-$50KExpenses 2011: $51,5262011Revenue 2013: $44,277Expenses 2013: $42,130Net Income 2013: $2,1472013Revenue 2015: $46,518Expenses 2015: $40,160Net Income 2015: $6,3582015Revenue 2017: $53,670Expenses 2017: $40,953Net Income 2017: $12,7172017Revenue 2020: $122,878Expenses 2020: $22,343Net Income 2020: $100,5352020Revenue 2022: $62,583Expenses 2022: $48,762Net Income 2022: $13,8212022Revenue 2023: $91,904Expenses 2023: $134,446Net Income 2023: -$42,5422023

Highlighted filing

2015

Revenue$46,518
Expenses$40,160
Net Income$6,358
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Feb 3, 2016
Return Version
2014v6.0
Gross Receipts
$61,022
Mission and Program Overview

Mission

Historical/educational

Program Services

DescriptionGrantsExpenses
The preservation of a state & national historic home and educational programs related to 18th century life in western North Carolina.-$40,160
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY PHILLIPSExe-DirectorFT$25,000-$25,000
JOE DELKPast President-$0--
MATT UNDERWOODPresident-$0--
BOB KOGUTDirector-$0--
NELL FISHERSecretary-$0--
BILL KARRDirector-$0--
IKE FORESTERDirector-$0--
JUDY MILLERDirector-$0--
ALAN HUFFMANTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oyster Roast$19,278$19,278-$19,278
Living History Days$5,509$5,509-$5,509
Total Events$24,787$24,787$14,063$10,724
Filing and Contact Details

Filer

Filer Name
Fort Defiance Inc
EIN
23-7272168
Phone
8287581671
Address
PO Box 686, Lenoir, NC 28645

Signing Officer

Name
Matthew Underwood
Title
President
Phone
8287581671
Signed
2016-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Isaac G Forester CPA
Address
PO BOX 1107 926 MAIN ST, NORTH WILKESBORO, NC 28659
Preparer
Isaac G Forester CPA
Phone
3368387322
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“REBATES 127.”

Form 990EZ, Part I, Line 16

“Inspections & fees 165. Repairs 369. Office supplies 395. Taxes 7229. Miscellaneous 352. Depreciation 1972. Telephone 1621.”

Form 990EZ, Part II, Line 26

“Accounts payable 2509. 510. Wages payable 32142. 32142. Payroll taxes payable 1215. 1215.”

Raw XML Appendix167 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/BooksInCareOfDetail/PhoneNum08287581671
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lenoir
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028645
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt025000
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BECKY PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOE DELK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATT UNDERWOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BOB KOGUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NELL FISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BILL KARR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6IKE FORESTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JUDY MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ALAN HUFFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Exe-Dir
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012103
IRS990EZ/OtherRevenueTotalAmt0127
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Historical/educational
IRS990EZ/ProgramServiceRevenueAmt07164
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The preservation of a state & national historic home and educational programs related to 18th century life in western North Carolina.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040160
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025572
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/SpecialEventsNetIncomeLossAmt012104
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040160
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IRS990EZ/TotalRevenueAmt046518
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.fortdefiancenc.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt025773
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Oyster Roast
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Living History Days
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010413
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019278
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REBATES 127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INSPECTIONS & FEES 165. REPAIRS 369. OFFICE SUPPLIES 395. TAXES 7229. MISCELLANEOUS 352. DEPRECIATION 1972. TELEPHONE 1621.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE 2509. 510. WAGES PAYABLE 32142. 32142. PAYROLL TAXES PAYABLE 1215. 1215.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW UNDERWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08287581671
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fort Defiance Inc
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0237272168
ReturnHeader/Filer/PhoneNum08287581671
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 686
ReturnHeader/Filer/USAddress/CityNm0Lenoir
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISAAC G FORESTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1107 926 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH WILKESBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028659
ReturnHeader/PreparerPersonGrp/PhoneNum03368387322
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISAAC G FORESTER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-02-04T12:36:01-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$420,321
Liabilities
$33,867
Net assets
$386,454
Revenue
$46,518
Expenses
$40,160
Net income
$6,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.76$1.76$0.92$1.34$0.43
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.63$0.49$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.93$1.23$0.22$1.01
2017Detailed filing. Detailed filing data is available for this year.$4.11$0.33$3.78$0.54$0.41$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.20$0.34$3.86$0.47$0.40$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.33$3.77$0.44$0.42$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.18$0.34$3.84$0.52