Civic Intelligence

Smith & Wesson Historical Foundation

990EZ • Fiscal year 2024 • EIN 20-8968161

Jun 01, 2023 to May 31, 2024 • Filed on Jun 18, 2024

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

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

15th percentile

-27%

Higher net margin than 15% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

21st percentile

-25%

Faster asset growth than 21% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-9.2%

Faster revenue growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$104,183

Down $34,197 (-25%) from 2023

Net Assets

Down

$104,183

Down $34,197 (-25%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$125,810

Down $12,699 (-9.2%) from 2023

Expenses

Down

$160,007

Down $17,676 (-9.9%) from 2023

Net Income

Up

-$34,197

Up $4,977 (+13%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2024

Assets$104,183
Liabilities-
Net Assets$104,183
Open 2024 Filing

Operations Trend

Revenue Growth35th 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

2024

Revenue$125,810
Expenses$160,007
Net Income-$34,197
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Jun 18, 2024
Return Version
2023v5.0
Gross Receipts
$125,810
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.-$160,007
WORK WITH LYMAN AND MERRIE WOOD MUSEUM OF SPRINGFIELD HISTORY 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 Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R CROSSChairman-$0--
SHERYL K CHEELYSecretary-$0--
MICHAEL HELMSTreasurer-$0--
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
2024-06-18

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 fees 400 insurance 373 advertising 2,064 supplies 6,353 digital image archive fee 3,758 paypal fees and payments 1,006 total 13,954”

Form 990-ez, Part III

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

Raw XML Appendix133 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/CityNm0BATON ROUGE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0708798182
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0138380
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0104183
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0125810
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-34197
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02125
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrossReceiptsAmt0125810
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0138380
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0104183
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0138380
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0104183
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM R CROSS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL HELMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013954
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 LYMAN AND MERRIE WOOD MUSEUM OF SPRINGFIELD HISTORY 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/ProgramServiceExpensesAmt0160007
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0143928
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0160007
IRS990EZ/TotalProgramServiceExpensesAmt0160007
IRS990EZ/TotalRevenueAmt0125810
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0125810
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0138509
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0199274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0184608
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0167101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0815302
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt054
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0249
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0303
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0815605
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0125810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0138509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0199274
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0184662
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0167350
IRS990ScheduleA/Total509Grp/TotalAmt0815605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0125810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0138509
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0199274
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0184662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0167350
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0815605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES FEES 400 INSURANCE 373 ADVERTISING 2,064 SUPPLIES 6,353 DIGITAL IMAGE ARCHIVE FEE 3,758 PAYPAL FEES AND PAYMENTS 1,006 TOTAL 13,954
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL HELMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09194577783
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH & WESSON HISTORICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0208968161
ReturnHeader/Filer/PhoneNum09194577783
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 87182
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0708798182
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY J BOWERS
ReturnHeader/ReturnTs02024-07-01T16:31:40-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HELMS
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$104,183
Liabilities
-
Net assets
$104,183
Revenue
$125,810
Expenses
$160,007
Net income
-$34,197
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