Civic Intelligence

Smith & Wesson Historical Foundation

990EZ • Fiscal year 2020 • EIN 20-8968161

Jun 01, 2019 to May 31, 2020 • Filed on Mar 25, 2021

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

64th percentile

0.02x

Higher debt load relative to assets than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.01x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

38th percentile

-1.0%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$139,419

Down $2,136 (-1.5%) from 2019

Net Assets

Down

$136,928

Down $1,730 (-1.2%) from 2019

Liabilities

Down

$2,491

Down $406 (-14%) from 2019

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin38th percentile

Revenue

Down

$167,350

Down $31,605 (-16%) from 2019

Expenses

Down

$169,081

Down $14,790 (-8.0%) from 2019

Net Income

Down

-$1,731

Down $16,815 (-111%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$139,419
Liabilities$2,491
Net Assets$136,928
Open 2020 Filing

Operations Trend

Revenue Growth48th 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

2020

Revenue$167,350
Expenses$169,081
Net Income-$1,731
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 25, 2021
Return Version
2019v5.0
Gross Receipts
$167,350
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.-$159,081
WORK WITH CONNECTICUT VALLEY HISTORICAL MUSEUM AND SMITH & WESSON TO INSURE A CONTINUOUS FLOW OF "FACTORY LETTERS- AND OTHER ACCESS TO RESEARCH INFORMATION.-$10,000
PURCHASE HISTORICALLY SIGNIFICANT SMITH & WESSON MATERIALS FOR PRESERVATION AT CONNECTICUT VALLEY HISTORICAL MUSEUM.--
Compensation and Service Providers
Top Officer Pay76th 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
2021-03-25

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 scanning 40,949 cvhm donation 10,000 postage 1,148 insurance 1,633 supplies 1,064 website 65 total 54,859”

Form 990-ez, Part II, Line 26

“Payroll liabilities 2,897 2,491”

Form 990-ez, Part III

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

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERYL K CHEELY
IRS990EZ/BooksInCareOfDetail/PhoneNum06207935841
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04912 QUAIL CREEK DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREAT BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd067530
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0141556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0139419
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0167101
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1731
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01975
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0141556
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0139419
IRS990EZ/GrossReceiptsAmt0167350
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0249
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0138659
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0136928
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0138659
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0136928
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM R CROSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERYL K CHEELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054859
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/ProgramServiceExpensesAmt0159081
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0112247
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02897
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02491
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0169081
IRS990EZ/TotalProgramServiceExpensesAmt0169081
IRS990EZ/TotalRevenueAmt0167350
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0167101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0198611
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0189920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0192283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt047462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0795377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0107
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0966
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0796343
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0167350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0198955
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0190111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0192358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt047569
IRS990ScheduleA/Total509Grp/TotalAmt0796343
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0167350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0198955
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0190111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0192358
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt047569
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0796343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SCANNING 40,949 CVHM DONATION 10,000 POSTAGE 1,148 INSURANCE 1,633 SUPPLIES 1,064 WEBSITE 65 TOTAL 54,859
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYROLL LIABILITIES 2,897 2,491
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL K CHEELY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06207935841
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH & WESSON HISTORICAL
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0208968161
ReturnHeader/Filer/PhoneNum06207935841
ReturnHeader/Filer/USAddress/AddressLine1Txt04912 QUAIL CREEK DRIVE
ReturnHeader/Filer/USAddress/CityNm0GREAT BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd067530
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261543866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPECTRUM CPA PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 POLK ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0675303619
ReturnHeader/PreparerPersonGrp/PhoneNum06207925378
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY J BOWERS
ReturnHeader/ReturnTs02021-03-30T08:14:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,419
Liabilities
$2,491
Net assets
$136,928
Revenue
$167,350
Expenses
$169,081
Net income
-$1,731
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits