Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
990EZ • Fiscal year 2017 • EIN 23-7272168
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Liabilities / Revenue
93rd percentile
Higher debt load relative to revenue than 93% of similar nonprofits.
Net Margin
79th percentile
Higher net margin than 79% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 34.4% of source-year revenue.
Asset Growth
42nd percentile
Faster asset growth than 42% of similar nonprofits.
Revenue Growth
59th percentile
Faster revenue growth than 59% of similar nonprofits.
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/educational
| Description | Grants | Expenses |
|---|---|---|
| The preservation of a state & national historic home and educational programs related to 18th century life in western North Carolina. | - | $40,953 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| BECKY PHILLIPS | Exe-Director | FT | $18,474 | - | $18,474 |
| JOE DELK | Past President | - | $0 | - | - |
| MATT UNDERWOOD | President | - | $0 | - | - |
| BOB KOGUT | Director | - | $0 | - | - |
| NELL FISHER | Secretary | - | $0 | - | - |
| BILL KARR | Director | - | $0 | - | - |
| IKE FORESTER | Director | - | $0 | - | - |
| JUDY MILLER | Director | - | $0 | - | - |
| ALAN HUFFMAN | Treasurer | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Oyster Roast | $15,680 | $15,680 | $869 | $14,811 |
| Total Events | $15,680 | $15,680 | $9,961 | $5,719 |
“Miscellaneous Income 1917.”
“Inspections & fees 271.”
“Repairs 2120.”
“Office supplies 235.”
“Taxes 3693.”
“Miscellaneous 366.”
“Telephone 1549.”
“Depreciation 3186.”
“Special Events 9041.”
“Accounts payable”
“Wages payable”
“Payroll taxes payable”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BECKY PHILLIPS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8287581671 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1792 Fort Defiance Dr |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Lenoir |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28645 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 1889 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 8782 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 38845 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12717 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 398789 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 410996 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 15680 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 63631 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 396900 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 402214 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 100 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 364922 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 377639 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 364922 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 377639 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 2019 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 18474 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | BECKY PHILLIPS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOE DELK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MATT UNDERWOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | BOB KOGUT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | NELL FISHER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | BILL KARR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | IKE FORESTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | JUDY MILLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | ALAN HUFFMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Exe-Dir |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Past President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20461 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 1917 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Historical/educational |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 7089 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The preservation of a state & national historic home and educational programs related to 18th century life in western North Carolina. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 40953 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 18473 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 9961 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 5719 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 33867 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 33357 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 40953 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 40953 |
| IRS990EZ/TotalRevenueAmt | 0 | 53670 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.fortdefiancenc.org |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 38845 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 25773 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 64618 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 64618 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 38845 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 25773 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 64618 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 64618 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 9961 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt | 0 | 400 |
| IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt | 0 | 400 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | Oyster Roast |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 8042 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 8042 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 15680 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 15680 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 15680 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 15680 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 5719 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 869 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 869 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt | 0 | 650 |
| IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt | 0 | 650 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Miscellaneous Income 1917. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Inspections & fees 271. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Repairs 2120. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Office supplies 235. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Taxes 3693. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Miscellaneous 366. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Telephone 1549. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Depreciation 3186. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Special Events 9041. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Accounts payable |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Wages payable |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Payroll taxes payable |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Form 990EZ, Part II, Line 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MATTHEW UNDERWOOD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8287581671 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-02-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Fort Defiance Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FORT |
| ReturnHeader/Filer/EIN | 0 | 237272168 |
| ReturnHeader/Filer/PhoneNum | 0 | 8287581671 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 686 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Lenoir |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28645 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 5D1510B67E8E597443BCA76B278E78F23DC3E1BE |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 5D1510B67E8E597443BCA76B278E78F23DC3E1BE |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.190.194.102 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-02-14 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:21:48 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ISAAC G FORESTER CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 1107 926 MAIN ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NORTH WILKESBORO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28659 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3368387322 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-02-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ISAAC G FORESTER CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-02-14T08:22:07-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-09-30 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.