Civic Intelligence

Smith & Wesson Historical Foundation

990 • Fiscal year 2025 • EIN 20-8968161

Jun 01, 2024 to May 31, 2025 • Filed on Apr 01, 2026

Organization ProfileN/A
PO Box 87182Baton Rouge, LA 70879-8182

(919) 457-7783

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

31st percentile

-5.3%

Higher net margin than 31% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

30th percentile

-10%

Faster asset growth than 30% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$93,488

Down $10,695 (-10%) from 2024

Net Assets

Down

$93,488

Down $10,695 (-10%) from 2024

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin31st percentile

Revenue

Up

$202,611

Up $76,801 (+61%) from 2024

Expenses

Up

$213,306

Up $53,299 (+33%) from 2024

Net Income

Up

-$10,695

Up $23,502 (+69%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$200K$150K$100K$50K$0Assets 2012: $45,415Liabilities 2012: $02012Assets 2013: $74,174Liabilities 2013: $0Net Assets 2013: $74,1742013Assets 2014: $65,475Net Assets 2014: $65,4752014Assets 2015: $104,240Net Assets 2015: $104,2402015Assets 2016: $72,040Net Assets 2016: $72,0402016Assets 2017: $145,603Liabilities 2017: $2,425Net Assets 2017: $143,1782017Assets 2018: $123,574Net Assets 2018: $123,5742018Assets 2019: $141,555Liabilities 2019: $2,897Net Assets 2019: $138,6582019Assets 2020: $139,419Liabilities 2020: $2,491Net Assets 2020: $136,9282020Assets 2021: $175,692Net Assets 2021: $175,6922021Assets 2022: $177,554Net Assets 2022: $177,5542022Assets 2023: $138,380Net Assets 2023: $138,3802023Assets 2024: $104,183Net Assets 2024: $104,1832024Assets 2025: $93,488Liabilities 2025: $0Net Assets 2025: $93,4882025

Highlighted filing

2025

Assets$93,488
Liabilities$0
Net Assets$93,488
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $64,485Expenses 2012: $67,317Net Income 2012: -$2,8322012Revenue 2013: $116,423Expenses 2013: $87,664Net Income 2013: $28,7592013Revenue 2014: $66,837Expenses 2014: $75,536Net Income 2014: -$8,6992014Revenue 2015: $71,978Expenses 2015: $33,212Net Income 2015: $38,7662015Revenue 2016: $47,569Expenses 2016: $79,770Net Income 2016: -$32,2012016Revenue 2017: $192,358Expenses 2017: $121,219Net Income 2017: $71,1392017Revenue 2018: $190,111Expenses 2018: $209,712Net Income 2018: -$19,6012018Revenue 2019: $198,955Expenses 2019: $183,871Net Income 2019: $15,0842019Revenue 2020: $167,350Expenses 2020: $169,081Net Income 2020: -$1,7312020Revenue 2021: $184,662Expenses 2021: $145,898Net Income 2021: $38,7642021Revenue 2022: $199,274Expenses 2022: $197,412Net Income 2022: $1,8622022Revenue 2023: $138,509Expenses 2023: $177,683Net Income 2023: -$39,1742023Revenue 2024: $125,810Expenses 2024: $160,007Net Income 2024: -$34,1972024Revenue 2025: $202,611Expenses 2025: $213,306Net Income 2025: -$10,6952025

Highlighted filing

2025

Revenue$202,611
Expenses$213,306
Net Income-$10,695
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Apr 1, 2026
Return Version
2024v5.0
Gross Receipts
$202,611
Mission and Program Overview

Mission

To provide funding and guidance for research, preservation and display of historical materials of smith & wesson.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$104,183$93,488▼ $10,695
Total Assets$104,183$93,488▼ $10,695
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$104,183$93,488▼ $10,695
Total Net Assets Fund Balance$104,183$93,488▼ $10,695
Total Liabilities and Net Assets / Fund Balance$104,183$93,488▼ $10,695
Compensation and Service Providers
Top Officer Pay82nd percentile

Board Members and Trustees

NameTitle
William R CrossChairman
Sheryl K CheelySecretary
Michael HelmsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$202,611
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$202,611
Change in Net Assets
$-10,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$129,339
Other Expenses$83,967
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,339--$129,339
All Other Expenses$9,767--$9,767
Other Expenses$9,128--$9,128
Office Expenses$5,857--$5,857
Total Functional Expenses$213,306$0$0$213,306
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Smith & Wesson Historical
EIN
20-8968161
Phone
9194577783
Address
PO BOX 87182, BATON ROUGE, LA 70879-8182

Signing Officer

Name
Michael Helms
Title
Treasurer
Phone
9194577783
Signed
2026-04-01

Organization Details

Principal Officer
Michael Helms
Voting Board Members
11
Independent Board Members
11
Employees
2

Preparer

Firm
Spectrum Partners LLC
Address
1400 POLK ST, GREAT BEND, KS 67530
Preparer
Barry J Bowers
Phone
6207925378
Raw XML Appendix252 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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IRS990/IRPDocumentCnt00
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IRS990/ProgSrvcAccomActy3Grp/Desc0PURCHASE HISTORICALLY SIGNIFICANT SMITH & WESSON MATERIALS FOR PRESERVATION AT CONNECTICUT VALLEY HISTORICAL MUSEUM.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-01
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ReturnHeader/Filer/EIN0208968161
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 POLK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd067530
ReturnHeader/PreparerPersonGrp/PhoneNum06207925378
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY J BOWERS
ReturnHeader/ReturnTs02026-04-13T19:32:07-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$93,488
Liabilities
$0
Net assets
$93,488
Revenue
$202,611
Expenses
$213,306
Net income
-$10,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$2.03$2.13$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.04$1.04$1.26$1.60$0.34
2023Detailed filing. Detailed filing data is available for this year.$1.38$1.38$1.39$1.78$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.78$1.78$1.99$1.97$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.76$1.76$1.85$1.46$0.39
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.02$1.37$1.67$1.69$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.39$1.99$1.84$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.24$1.24$1.90$2.10$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.02$1.43$1.92$1.21$0.71
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.72$0.48$0.80$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.04$1.04$0.72$0.33$0.39
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.67$0.76$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$1.16$0.88$0.29
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.64$0.67$0.03