Civic Intelligence

Fort Defiance Inc

990EZ • Fiscal year 2017 • EIN 23-7272168

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 13, 2018

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

76th percentile

0.08x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

0.62x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$18,474

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 34.4% of source-year revenue.

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

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

59th percentile

7.4%

Faster revenue growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Down

$410,996

Down $9,325 (-2.2%) from 2015

Net Assets

Down

$377,639

Down $8,815 (-2.3%) from 2015

Liabilities

Down

$33,357

Down $510 (-1.5%) from 2015

Revenue

Up

$53,670

Up $7,152 (+15%) from 2015

Expenses

Up

$40,953

Up $793 (+2.0%) from 2015

Net Income

Up

$12,717

Up $6,359 (+100%) from 2015

Historical Trend

Balance Sheet Trend

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

2017

Assets$410,996
Liabilities$33,357
Net Assets$377,639

Operations Trend

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

2017

Revenue$53,670
Expenses$40,953
Net Income$12,717
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Gross Receipts
$63,631
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.-$40,953
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BECKY PHILLIPSExe-DirectorFT$18,474-$18,474
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$15,680$15,680$869$14,811
Total Events$15,680$15,680$9,961$5,719
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
2018-02-13
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

Miscellaneous Income 1917.

Form 990EZ, Part I, Line 16

Inspections & fees 271.

Form 990EZ, Part I, Line 16

Repairs 2120.

Form 990EZ, Part I, Line 16

Office supplies 235.

Form 990EZ, Part I, Line 16

Taxes 3693.

Form 990EZ, Part I, Line 16

Miscellaneous 366.

Form 990EZ, Part I, Line 16

Telephone 1549.

Form 990EZ, Part I, Line 16

Depreciation 3186.

Form 990EZ, Part I, Line 16

Special Events 9041.

Form 990EZ, Part II, Line 26

Accounts payable

Form 990EZ, Part II, Line 26

Wages payable

Form 990EZ, Part II, Line 26

Payroll taxes payable

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BECKY PHILLIPS
IRS990EZ/BooksInCareOfDetail/PhoneNum08287581671
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01792 Fort Defiance Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lenoir
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028645
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08782
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038845
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012717
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0398789
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0410996
IRS990EZ/FundraisingGrossIncomeAmt015680
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt063631
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0396900
IRS990EZ/LandAndBuildingsGrp/EOYAmt0402214
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0364922
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0377639
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0364922
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0377639
IRS990EZ/OccupancyRentUtltsAndMaintAmt02019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt018474
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
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/OtherExpensesTotalAmt020461
IRS990EZ/OtherRevenueTotalAmt01917
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Historical/educational
IRS990EZ/ProgramServiceRevenueAmt07089
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The preservation of a state & national historic home and educational programs related to 18th century life in western North Carolina.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040953
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018473
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09961
IRS990EZ/SpecialEventsNetIncomeLossAmt05719
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt033867
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt033357
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040953
IRS990EZ/TotalProgramServiceExpensesAmt040953
IRS990EZ/TotalRevenueAmt053670
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.fortdefiancenc.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt038845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025773
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064618
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt064618
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038845
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025773
IRS990ScheduleA/Total509Grp/TotalAmt064618
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064618
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09961
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0400
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0400
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Oyster Roast
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08042
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08042
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt015680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt015680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015680
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015680
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05719
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0869
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0869
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0650
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Miscellaneous Income 1917.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Inspections & fees 271.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Repairs 2120.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office supplies 235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Taxes 3693.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Miscellaneous 366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone 1549.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Depreciation 3186.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Special Events 9041.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Wages payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payroll taxes payable
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW UNDERWOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08287581671
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-13
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05D1510B67E8E597443BCA76B278E78F23DC3E1BE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D1510B67E8E597443BCA76B278E78F23DC3E1BE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.190.194.102
ReturnHeader/FilingSecurityInformation/IPDt02018-02-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:21:48
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/PreparationDt02018-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISAAC G FORESTER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-14T08:22:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

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