Civic Intelligence

Smith & Wesson Historical Foundation

990EZ • Fiscal year 2019 • EIN 20-8968161

Jun 01, 2018 to May 31, 2019 • Filed on Jan 04, 2020

Organization ProfileN/A
4912 Quail Creek DriveGreat Bend, KS 67530

(620) 793-5841

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

59th percentile

7.6%

Higher net margin than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

15%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$141,555

Up $17,981 (+15%) from 2018

Net Assets

Up

$138,658

Up $15,084 (+12%) from 2018

Liabilities

$2,897

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin59th percentile

Revenue

Up

$198,955

Up $8,844 (+4.7%) from 2018

Expenses

Down

$183,871

Down $25,841 (-12%) from 2018

Net Income

Up

$15,084

Up $34,685 (+177%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2019

Assets$141,555
Liabilities$2,897
Net Assets$138,658
Open 2019 Filing

Operations Trend

Revenue Growth56th 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

2019

Revenue$198,955
Expenses$183,871
Net Income$15,084
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Jan 4, 2020
Return Version
2018v3.1
Gross Receipts
$198,955
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.-$183,871
WORK WITH CONNECTICUT VALLEY HISTORICAL MUSEUM AND SMITH & WESSON TO INSURE A CONTINUOUS FLOW OF "FACTORY LETTERS- AND OTHER ACCESS TO RESEARCH INFORMATION.--
PURCHASE HISTORICALLY SIGNIFICANT SMITH & WESSON MATERIALS FOR PRESERVATION AT CONNECTICUT VALLEY HISTORICAL MUSEUM.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R CROSSChairman-$0--
SHERYL K CHEELYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Smith & Wesson Historical
EIN
20-8968161
Phone
6207935841
Address
4912 QUAIL CREEK DRIVE, GREAT BEND, KS 67530

Signing Officer

Name
Sheryl K Cheely
Title
Secretary
Phone
6207935841
Signed
2020-01-04

Preparer

Firm
Spectrum CPA Partners LLC
Address
1400 POLK ST, GREAT BEND, KS 67530-3619
Preparer
Barry J Bowers
Phone
6207925378
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 4,042 scanning 29,088 badges 190 postage 3,000 insurance 1,261 advertising 200 supplies 1,341 website 1,694 total 40,816”

Form 990-ez, Part II, Line 26

“Payroll liabilities 0 2,897”

Form 990-ez, Part III

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

Raw XML Appendix147 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREAT BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd067530
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt040816
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING AND GUIDANCE FOR RESEARCH, PRESERVATION AND DISPLAY OF HISTORICAL MATERIALS OF SMITH & WESSON.
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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.
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02897
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IRS990EZ/TotalExpensesAmt0183871
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IRS990EZ/TotalRevenueAmt0198955
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0198611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0189920
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt047462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt071868
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0700144
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt075
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0827
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0700971
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 4,042 SCANNING 29,088 BADGES 190 POSTAGE 3,000 INSURANCE 1,261 ADVERTISING 200 SUPPLIES 1,341 WEBSITE 1,694 TOTAL 40,816
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYROLL LIABILITIES 0 2,897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO 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 II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-09-23 17:36:50Z
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ReturnHeader/Filer/PhoneNum06207935841
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ReturnHeader/PreparerPersonGrp/PhoneNum06207925378
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY J BOWERS
ReturnHeader/ReturnTs02020-01-06T14:41:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-06-01
ReturnHeader/TaxPeriodEndDt02019-05-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,555
Liabilities
$2,897
Net assets
$138,658
Revenue
$198,955
Expenses
$183,871
Net income
$15,084
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