Civic Intelligence

Old Fort Museum Endowment Trust

990 • Fiscal year 2018 • EIN 58-1807199

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 14, 2018

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

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

30th percentile

-3.9%

Higher net margin than 30% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-66%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$615,750

Up $57,623 (+10%) from 2017

Net Assets

Up

$615,750

Up $57,623 (+10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin30th percentile

Revenue

Down

$15,024

Down $28,617 (-66%) from 2017

Expenses

Down

$15,614

Down $44,578 (-74%) from 2017

Net Income

Up

-$590

Up $15,961 (+96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th 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 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

2018

Assets$615,750
Liabilities$0
Net Assets$615,750
Open 2018 Filing

Operations Trend

Revenue Growth3rd 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 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

2018

Revenue$15,024
Expenses$15,614
Net Income-$590
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 14, 2018
Return Version
2017v2.3
Gross Receipts
$16,748
Mission and Program Overview

Mission

Endowment fund for the fort smith museum of history

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$512,791$569,281▲ $56,490
Savings and Temporary Cash Investments$45,336$46,469▲ $1,133
Total Assets$558,127$615,750▲ $57,623
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$288,646$346,269▲ $57,623
Permanently Rstr Net Assets$269,481$269,481→ $0
Total Net Assets Fund Balance$558,127$615,750▲ $57,623
Total Liabilities and Net Assets / Fund Balance$558,127$615,750▲ $57,623
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Amy GrimesPresident
Amy StringerTrustee
Anthony SimsTrustee
Brian BeasleyTrustee
Cathy MoserTrustee
Cindi StewartTrustee
Courthney KrauseTrustee
David RobertsTrustee
Deborah ClarkTrustee
Janey RappeportTrustee
Jerry DeanTrustee
Joe LuebkeTrustee
Karen DavisTrustee
Laura MillerTrustee
Lisa WolfeTrustee
Lori ShieldsTrustee
Maggie JonesTrustee
Matt KetchamTrustee
Robert DavisTrustee
Russell GibsonTrustee
Sarah HoweTrustee
Sarah RayTrustee
Scott StubblefieldTrustee
Steven GoodwinTrustee
Tamara WalkerTrustee
Drew LinderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$150
Program Service Revenue
$0
Investment Income
$14,874
Other Revenue
$0
All Other Contributions
$150
Change in Net Assets
$-590

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,024
Revenue Not Reported on Form 990
$58,213
Total Revenue per Audited Statements
$73,237
Total Revenue per Form 990
$15,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,614
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$14,733--$14,733
Fees for Services Other$881--$881
Total Functional Expenses$15,614$0$0$15,614

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$15,614
Total Expenses per Audited Statements$15,614
Total Expenses per Form 990$15,614
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
2018-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leisa Gramlich
Formed
1996
Legal Domicile
Ar
Voting Board Members
26
Independent Board Members
26
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 museum's primary tax positions 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 analyzed its tax positions taken for filings with the internal revenue service. It believes that its filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on its financial condition, results of operations, or cash flows. The museum's tax years for 2015, 2016 and 2017 are subject to examination by the internal revenue service as of june 30, 2018.”

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IRS990/PrincipalOfficerNm0LEISA GRAMLICH
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FORT SMITH MUSEUM OF HISTORY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0FORT SMITH MUSEUM OF HISTORY
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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 MUSEUM'S PRIMARY TAX POSITIONS 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 ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE. IT BELIEVES THAT ITS FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. THE MUSEUM'S TAX YEARS FOR 2015, 2016 AND 2017 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AS OF JUNE 30, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$615,750
Liabilities
$0
Net assets
$615,750
Revenue
$15,024
Expenses
$15,614
Net income
-$590
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
2018Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $500k-$1M nonprofits