Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Smith & Wesson Historical Foundation
990EZ • Fiscal year 2024 • EIN 20-8968161
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
19th percentile
Higher net margin than 19% of similar nonprofits.
Top Officer Pay
85th percentile
Higher top officer pay than 85% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
72nd percentile
Faster revenue growth than 72% of similar nonprofits.
Balance Sheet
Assets
Down$61,463
Down $76,917 (-56%) from 2023
Net Assets
Down$61,463
Down $76,917 (-56%) from 2023
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$170,058
Up $31,549 (+23%) from 2023
Expenses
Up$202,779
Up $25,096 (+14%) from 2023
Net Income
Up-$32,721
Up $6,453 (+16%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2023 to May 31, 2024
- Signed
- Sep 3, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $170,058
Mission and Program Overview
Mission
To provide funding and guidance for research, preservation and display of historical materials of smith & wesson.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| FUND THE DIGITAL REPRODUCTION AND INDEXING OF THE SMITH & WESSON FACTORY RECORDS AT CONNECTICUT VALLEY HISTORICAL MUSEUM. | - | $202,779 |
| 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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WILLIAM R CROSS | Chairman | - | $0 | - | - |
| SHERYL K CHEELY | Secretary | - | $0 | - | - |
| MICHAEL HELMS | Treasurer | - | $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
- 2025-09-03
Preparer
- Firm
- Spectrum Partners LLC
- Address
- 1400 POLK ST, GREAT BEND, OR 67530
- Preparer
- Barry J Bowers
- Phone
- 6207925378
Supplemental Narrative
Additional Explanations
Form 990-ez, Page 1, Item B
“Original filing did not include the activty from a paypal accoun. Both revenues and expenses from the paypal account were included in this amended tax return”
Form 990-ez, Part I, Line 16
“Expenses office supplies 4,186 fees 1,392 insurance 2,258 shows & displays 6,927 supplies 2,819 tech & it services 21,200 postage 4,903 travel & mileage 13,041 total 56,726”
Form 990-ez, Part I, Line 20
“Prior period adjust -44,196”
Form 990-ez, Part III
“To provide funding and guidance for research, preservation and display of historical materials of smith & wesson.”
Raw XML Appendix127 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/AmendedReturnInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | MICHAEL HELMS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9194577783 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 87182 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BATON ROUGE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | LA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 708798182 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 138380 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 61463 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 170058 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -32721 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2125 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 138380 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 61463 |
| IRS990EZ/GrossReceiptsAmt | 0 | 170058 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 138380 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 61463 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 138380 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 61463 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | WILLIAM R CROSS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | SHERYL K CHEELY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MICHAEL HELMS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -44196 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 56726 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE FUNDING AND GUIDANCE FOR RESEARCH, PRESERVATION AND DISPLAY OF HISTORICAL MATERIALS OF SMITH & WESSON. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FUND THE DIGITAL REPRODUCTION AND INDEXING OF THE SMITH & WESSON FACTORY RECORDS AT CONNECTICUT VALLEY HISTORICAL MUSEUM. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | PURCHASE HISTORICALLY SIGNIFICANT SMITH & WESSON MATERIALS FOR PRESERVATION AT CONNECTICUT VALLEY HISTORICAL MUSEUM. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 202779 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 143928 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 202779 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 202779 |
| IRS990EZ/TotalRevenueAmt | 0 | 170058 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 170058 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 138509 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 199274 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 184608 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 167101 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 859550 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 303 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 859550 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 170058 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 138509 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 199274 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 184608 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 167101 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 859550 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 859550 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ORIGINAL FILING DID NOT INCLUDE THE ACTIVTY FROM A PAYPAL ACCOUN. BOTH REVENUES AND EXPENSES FROM THE PAYPAL ACCOUNT WERE INCLUDED IN THIS AMENDED TAX RETURN |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE SUPPLIES 4,186 FEES 1,392 INSURANCE 2,258 SHOWS & DISPLAYS 6,927 SUPPLIES 2,819 TECH & IT SERVICES 21,200 POSTAGE 4,903 TRAVEL & MILEAGE 13,041 TOTAL 56,726 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PRIOR PERIOD ADJUST -44,196 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | TO PROVIDE FUNDING AND GUIDANCE FOR RESEARCH, PRESERVATION AND DISPLAY OF HISTORICAL MATERIALS OF SMITH & WESSON. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PAGE 1, ITEM B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MICHAEL HELMS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9194577783 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SMITH & WESSON HISTORICAL |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SMIT |
| ReturnHeader/Filer/EIN | 0 | 208968161 |
| ReturnHeader/Filer/PhoneNum | 0 | 9194577783 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 87182 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BATON ROUGE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | LA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 708798182 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 331853683 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SPECTRUM PARTNERS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1400 POLK ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | GREAT BEND |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 67530 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6207925378 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BARRY J BOWERS |
| ReturnHeader/ReturnTs | 0 | 2025-09-04T09:25:21-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-05-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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.
- Assets
- $61,463
- Liabilities
- -
- Net assets
- $61,463
- Revenue
- $170,058
- Expenses
- $202,779
- Net income
- -$32,721