Civic Intelligence

Smith & Wesson Historical Foundation

990EZ • Fiscal year 2014 • EIN 20-8968161

Jun 01, 2013 to May 31, 2014 • Filed on Oct 08, 2014

Organization ProfileN/A
4912 Quail Creek Drive67530

(620) 793-5841

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$65,475

Down $8,699 (-12%) from 2013

Net Assets

Down

$65,475

Down $8,699 (-12%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Down

$66,837

Down $49,586 (-43%) from 2013

Expenses

Down

$75,536

Down $12,128 (-14%) from 2013

Net Income

Down

-$8,699

Down $37,458 (-130%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th 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: $104,1832024

Highlighted filing

2014

Assets$65,475
Liabilities-
Net Assets$65,475
Open 2014 Filing

Operations Trend

Revenue Growth11th 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: -$34,1972024

Highlighted filing

2014

Revenue$66,837
Expenses$75,536
Net Income-$8,699
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 8, 2014
Return Version
2013v3.1
Gross Receipts
$66,837
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
FUND THE DIGITAL REPRODUCTION AND INDEXING OF THE SMITH & WESSON FACTORY RECORDS AT CONNECTICUT VALLEY HISTORICAL MUSEUM.-$74,536
WORK WITH CONNECTICUT VALLEY HISTORICAL MUSEUM AND SMITH & WESSON TO INSURE A CONTINUOUS FLOW OF "FACTORY LETTERS" AND OTHER ACCESS TO RESEARCH INFORMATION.-$1,000
PURCHASE HISTORICALLY SIGNIFICANT SMITH & WESSON MATERIALS FOR PRESERVATION AT CONNECTICUT VALLEY HISTORICAL MUSEUM.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R CROSSChairman-$0--
SHERYL K CHEELYSecretary-$0--
DAVID BALLANTYNEBoard Member-$0--
ROY G JINKSBoard Member-$0--
PETER DEROSEBoard Member-$0--
JIM SUPICABoard Member-$0--
DAVID CARROLLBoard Member-$0--
Filing and Contact Details

Filer

EIN
20-8968161
Phone
6207935841

Signing Officer

Name
Sheryl K Cheely
Title
President
Phone
6207935841
Signed
2014-10-08

Preparer

Preparer
Barry J Bowers
Phone
6207925378
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 566 scanning 73,689 fees 40 badges 241 cvhm donation 1,000 total 75,536”

Form 990-ez, Part III

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

Raw XML Appendix164 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0WILLIAM R CROSS
CompensationExplanation/CompensationExplanationGrp/PersonNm1SHERYL K CHEELY
CompensationExplanation/CompensationExplanationGrp/PersonNm2DAVID BALLANTYNE
CompensationExplanation/CompensationExplanationGrp/PersonNm3ROY G JINKS
CompensationExplanation/CompensationExplanationGrp/PersonNm4PETER DEROSE
CompensationExplanation/CompensationExplanationGrp/PersonNm5JIM SUPICA
CompensationExplanation/CompensationExplanationGrp/PersonNm6DAVID CARROLL
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERYL K CHEELY
IRS990EZ/BooksInCareOfDetail/PhoneNum06207935841
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104912 QUAIL CREEK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0GREAT BEND
IRS990EZ/BooksInCareOfDetail/USAddress/State0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode067530
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt074174
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt065475
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt066738
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8699
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt074174
IRS990EZ/Form990TotalAssetsGrp/EOYAmt065475
IRS990EZ/GrossReceiptsAmt066837
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt099
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt074174
IRS990EZ/NetAssetsOrFundBalancesEOYAmt065475
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt074174
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt065475
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM R CROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERYL K CHEELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID BALLANTYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROY G JINKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PETER DEROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JIM SUPICA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt075536
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING AND GUIDANCE FOR RESEARCH, PRESERVATION AND DISPLAY OF HISTORICAL MATERIALS OF SMITH & WESSON.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUND THE DIGITAL REPRODUCTION AND INDEXING OF THE SMITH & WESSON FACTORY RECORDS AT CONNECTICUT VALLEY HISTORICAL MUSEUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WORK WITH CONNECTICUT VALLEY HISTORICAL MUSEUM AND SMITH & WESSON TO INSURE A CONTINUOUS FLOW OF "FACTORY LETTERS" AND OTHER ACCESS TO RESEARCH INFORMATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PURCHASE HISTORICALLY SIGNIFICANT SMITH & WESSON MATERIALS FOR PRESERVATION AT CONNECTICUT VALLEY HISTORICAL MUSEUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074536
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt075536
IRS990EZ/TotalProgramServiceExpensesAmt075536
IRS990EZ/TotalRevenueAmt066837
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt066738
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0113739
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062730
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt044737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0120942
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0408886
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt094
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt094
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt099
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02590
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt094
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt094
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0414720
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0116329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt064445
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046167
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0120942
IRS990ScheduleA/Total509Grp/TotalAmt0414720
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt066837
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0116423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt064445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt046167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0120942
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0414814
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 566 SCANNING 73,689 FEES 40 BADGES 241 CVHM DONATION 1,000 TOTAL 75,536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO PROVIDE FUNDING AND GUIDANCE FOR RESEARCH, PRESERVATION AND DISPLAY OF HISTORICAL MATERIALS OF SMITH & WESSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL K CHEELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06207935841
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10SMITH & WESSON HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0208968161
ReturnHeader/Filer/PhoneNum06207935841
ReturnHeader/Filer/USAddress/AddressLine104912 QUAIL CREEK DRIVE
ReturnHeader/Filer/USAddress/City0GREAT BEND
ReturnHeader/Filer/USAddress/State0KS
ReturnHeader/Filer/USAddress/ZIPCode067530
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261543866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HOLSTE & BOWERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101010 TAFT PO BOX 1625
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREAT BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0675301625
ReturnHeader/PreparerPersonGrp/PhoneNum06207925378
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY J BOWERS
ReturnHeader/ReturnTs02014-10-14T11:17:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,475
Liabilities
-
Net assets
$65,475
Revenue
$66,837
Expenses
$75,536
Net income
-$8,699
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
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