Civic Intelligence

Old Fort Museum Endowment Trust

990 • Fiscal year 2016 • EIN 58-1807199

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

Organization ProfileWWW.FORTSMITHMUSEUM.ORG
320 Rogers AvenueFort Smith, AR 72901

(479) 783-7841

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

5th percentile

-69%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

45th percentile

0.2%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

5.2%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Flat

$538,352

Flat from 2016

Net Assets

Flat

$538,352

Flat from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin5th percentile

Revenue

Flat

$10,265

Flat from 2016

Expenses

Flat

$17,354

Flat from 2016

Net Income

Flat

-$7,089

Flat from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $476,845Net Assets 2011: $476,8452011Assets 2012: $488,808Net Assets 2012: $488,8082012Assets 2013: $553,310Liabilities 2013: $0Net Assets 2013: $553,3102013Assets 2014: $569,374Liabilities 2014: $0Net Assets 2014: $569,3742014Assets 2015: $537,045Liabilities 2015: $0Net Assets 2015: $537,0452015Assets 2016: $538,352Liabilities 2016: $0Net Assets 2016: $538,3522016Assets 2016: $538,352Liabilities 2016: $0Net Assets 2016: $538,3522016Assets 2017: $558,127Liabilities 2017: $0Net Assets 2017: $558,1272017Assets 2018: $615,750Liabilities 2018: $0Net Assets 2018: $615,7502018Assets 2019: $663,028Liabilities 2019: $0Net Assets 2019: $663,0282019Assets 2020: $587,491Liabilities 2020: $0Net Assets 2020: $587,4912020Assets 2021: $731,511Liabilities 2021: $0Net Assets 2021: $731,5112021Assets 2022: $678,917Liabilities 2022: $0Net Assets 2022: $678,9172022Assets 2023: $770,287Liabilities 2023: $0Net Assets 2023: $770,2872023

Highlighted filing

2016

Assets$538,352
Liabilities$0
Net Assets$538,352
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

$200K$100K$0-$100KRevenue 2011: $5,983Expenses 2011: $664Net Income 2011: $5,3192011Revenue 2012: $6,633Expenses 2012: $4,587Net Income 2012: $2,0462012Expenses 2013: $7692013Revenue 2014: $8,488Expenses 2014: $75,829Net Income 2014: -$67,3412014Revenue 2015: $9,760Expenses 2015: $66,351Net Income 2015: -$56,5912015Revenue 2016: $10,265Expenses 2016: $17,354Net Income 2016: -$7,0892016Revenue 2016: $10,265Expenses 2016: $17,354Net Income 2016: -$7,0892016Revenue 2017: $43,641Expenses 2017: $60,192Net Income 2017: -$16,5512017Revenue 2018: $15,024Expenses 2018: $15,614Net Income 2018: -$5902018Revenue 2019: $160,873Expenses 2019: $10,542Net Income 2019: $150,3312019Revenue 2020: $52,904Expenses 2020: $108,560Net Income 2020: -$55,6562020Revenue 2021: $9,506Expenses 2021: $962Net Income 2021: $8,5442021Revenue 2022: $8,653Expenses 2022: $1,131Net Income 2022: $7,5222022Revenue 2023: $15,962Expenses 2023: $1,033Net Income 2023: $14,9292023

Highlighted filing

2016

Revenue$10,265
Expenses$17,354
Net Income-$7,089
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$10,265
Mission and Program Overview

Mission

Endowment fund for the fort smith museum of history

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$484,312$492,708▲ $8,396
Savings and Temporary Cash Investments$52,733$45,644▼ $7,089
Total Assets$537,045$538,352▲ $1,307
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$269,481$269,481→ $0
Unrestricted Net Assets$267,564$268,871▲ $1,307
Total Net Assets Fund Balance$537,045$538,352▲ $1,307
Total Liabilities and Net Assets / Fund Balance$537,045$538,352▲ $1,307
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Stephen YoungPresident
Amy GrimesTrustee
Chandra StollTrustee
Christine CurranTrustee
Cliff IveyTrustee
Daniel MaherTrustee
David KerrTrustee
David RobertsTrustee
Donna WintoryTrustee
Jerry DeanTrustee
Joann CampbellTrustee
Josh NormanTrustee
Karan SpectorTrustee
Kaylee RainwaterTrustee
Lisa WolfeTrustee
Matt KetchamTrustee
Ret TaylorTrustee
Scott StubblefieldTrustee
Sherry ToliverTrustee
Suzanne HensonTrustee
Laura MillerRecording Se
Drew LinderTreasurer
Anthony SimsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,265
Other Revenue
$0
Change in Net Assets
$-7,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,265
Revenue Not Reported on Form 990
$8,396
Total Revenue per Audited Statements
$18,661
Total Revenue per Form 990
$10,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,354
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$16,564--$16,564
Fees for Services Other$790--$790
Total Functional Expenses$17,354$0$0$17,354

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,354
Total Expenses per Audited Statements$17,354
Total Expenses per Form 990$17,354
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization is provided with a copy of their form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Individuals suggested to fill board positions as well as existing members are required to disclose any potential conflicts of interest.”

Form 990, Page 6, Part VI, Line 19

“The organization's form 990 is made available upon request.”

Filing and Contact Details

Filer

Filer Name
Old Fort Museum Endowment Trust
EIN
58-1807199
Phone
4797837841
Address
320 ROGERS AVENUE, FORT SMITH, AR 72901

Signing Officer

Name
Leisa Gramlich
Title
Executive Director
Phone
4797837841
Signed
2016-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Young
Formed
1996
Legal Domicile
Ar
Voting Board Members
23
Independent Board Members
23
Employees
0

Preparer

Firm
Przybysz & Associates Cpas Pc
Address
4200 JENNY LIND RD STE B, FORT SMITH, AR 72901
Preparer
Marc Lux CPA
Phone
4796490888
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Generally accepted accounting principles require tax effects from an uncertain tax position to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. If an uncertain tax position meets the more-likely-than-not threshold, the largest amount of tax benefit that is greater than 50% likely to be recognized upon ultimate settlement with the taxing authority is recorded. The organization's primary taxpositions relate to its status as a not-for-profit entity exempt from income taxes and classification of activities related to its exempt purpose. Management has evaluated the tax positions reflected in the organization's tax filings and does not believe that any material uncertain tax positions exist. The organization's tax returns are subject to possible examination by the taxing authorities. For federal income tax purposes, the organization's tax years 2013 through 2015 remain open for possible examination by the internal revenue service.”

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IRS990/MissionDesc0ENDOWMENT FUND FOR THE FORT SMITH MUSEUM OF HISTORY
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IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0537045
IRS990/NetAssetsOrFundBalancesEOYAmt0538352
IRS990/NetUnrlzdGainsLossesInvstAmt08396
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IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt016564
IRS990/PaymentsToAffiliatesGrp/TotalAmt016564
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0269481
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0STEPHEN YOUNG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09760
IRS990/PYOtherExpensesAmt066351
IRS990/PYRevenuesLessExpensesAmt0-56591
IRS990/PYTotalExpensesAmt066351
IRS990/PYTotalRevenueAmt09760
IRS990/ReconcilationRevenueExpnssAmt0-7089
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt052733
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045644
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016564
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FORT SMITH MUSEUM OF HISTORY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0FORT SMITH MUSEUM OF HISTORY
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleD/ExpensesSubtotalAmt017354
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08396
IRS990ScheduleD/RevenueNotReportedAmt08396
IRS990ScheduleD/RevenueSubtotalAmt010265
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. IF AN UNCERTAIN TAX POSITION MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD, THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE RECOGNIZED UPON ULTIMATE SETTLEMENT WITH THE TAXING AUTHORITY IS RECORDED. THE ORGANIZATION'S PRIMARY TAXPOSITIONS RELATE TO ITS STATUS AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES AND CLASSIFICATION OF ACTIVITIES RELATED TO ITS EXEMPT PURPOSE. MANAGEMENT HAS EVALUATED THE TAX POSITIONS REFLECTED IN THE ORGANIZATION'S TAX FILINGS AND DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE ORGANIZATION'S TAX YEARS 2013 THROUGH 2015 REMAIN OPEN FOR POSSIBLE EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalExpensesPerForm990Amt017354
IRS990ScheduleD/TotalRevenuePerForm990Amt010265
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018661
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017354
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS PROVIDED WITH A COPY OF THEIR FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INDIVIDUALS SUGGESTED TO FILL BOARD POSITIONS AS WELL AS EXISTING MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt017354
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt017354
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010265
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0537045
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0538352
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0267564
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0268871
IRS990/USAddress/AddressLine1Txt02406 SOUTH 46TH STREET
IRS990/USAddress/CityNm0FORT SMITH
IRS990/USAddress/StateAbbreviationCd0AR
IRS990/USAddress/ZIPCd072903
IRS990/VotingMembersGoverningBodyCnt023
IRS990/VotingMembersIndependentCnt023
IRS990/WebsiteAddressTxt0WWW.FORTSMITHMUSEUM.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEISA GRAMLICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04797837841
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OLD FORT MUSEUM ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OLDF
ReturnHeader/Filer/EIN0581807199
ReturnHeader/Filer/PhoneNum04797837841
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 ROGERS AVENUE
ReturnHeader/Filer/USAddress/CityNm0FORT SMITH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AR
ReturnHeader/Filer/USAddress/ZIPCd072901
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRZYBYSZ & ASSOCIATES CPAS PC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$538,352
Liabilities
$0
Net assets
$538,352
Revenue
$10,265
Expenses
$17,354
Net income
-$7,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.70$0.00$7.70$0.16$0.01$0.15
2022Summary only. Only limited summary data is available for this year.$6.79$0.00$6.79$0.09$0.01$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.32$0.00$7.32$0.10$0.01$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.87$0.00$5.87$0.53$1.09$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.63$0.00$6.63$1.61$0.11$1.50
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.16$0.00$6.16$0.15$0.16$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.58$0.00$5.58$0.44$0.60$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.10$0.17$0.07
2016Summary only. Only limited summary data is available for this year.$5.38$0.00$5.38$0.10$0.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.10$0.66$0.57
2014Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.08$0.76$0.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$4.89$0.07$0.05$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$4.77$0.06$0.01$0.05