Civic Intelligence

Lees Summit Historical Society

990EZ • Fiscal year 2018 • EIN 30-0073355

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 23, 2019

PO Box 835Lees Summit, MO 64063

(816) 363-9718

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

26th percentile

-8.4%

Higher net margin than 26% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

83rd percentile

$18,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 31.4% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

30th percentile

-9.7%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

9.7%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$64,784

Down $6,955 (-9.7%) from 2017

Net Assets

Down

$64,772

Down $6,967 (-9.7%) from 2017

Liabilities

$12

No earlier filing loaded for comparison.

Revenue

Up

$57,243

Up $5,049 (+9.7%) from 2017

Expenses

Up

$62,031

Up $10,502 (+20%) from 2017

Net Income

Down

-$4,788

Down $5,453 (-820%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2014: $128,073Net Assets 2014: $128,0732014Assets 2015: $86,646Net Assets 2015: $86,6462015Assets 2016: $68,656Net Assets 2016: $68,6562016Assets 2017: $71,739Net Assets 2017: $71,7392017Assets 2018: $64,784Liabilities 2018: $12Net Assets 2018: $64,7722018Assets 2019: $80,180Net Assets 2019: $80,1802019Assets 2020: $119,621Net Assets 2020: $119,6212020Assets 2021: $142,383Net Assets 2021: $142,3832021Assets 2022: $164,974Net Assets 2022: $164,9742022Assets 2023: $204,762Liabilities 2023: $500Net Assets 2023: $204,2622023Assets 2024: $249,120Net Assets 2024: $249,1202024

Highlighted filing

2018

Assets$64,784
Liabilities$12
Net Assets$64,772

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2014: $112,952Expenses 2014: $18,790Net Income 2014: $94,1622014Revenue 2015: $125,706Expenses 2015: $167,133Net Income 2015: -$41,4272015Revenue 2016: $37,782Expenses 2016: $55,727Net Income 2016: -$17,9452016Revenue 2017: $52,194Expenses 2017: $51,529Net Income 2017: $6652017Revenue 2018: $57,243Expenses 2018: $62,031Net Income 2018: -$4,7882018Revenue 2019: $56,054Expenses 2019: $44,338Net Income 2019: $11,7162019Revenue 2020: $73,021Expenses 2020: $35,026Net Income 2020: $37,9952020Revenue 2021: $49,557Expenses 2021: $29,854Net Income 2021: $19,7032021Revenue 2022: $63,731Expenses 2022: $32,266Net Income 2022: $31,4652022Revenue 2023: $63,605Expenses 2023: $28,455Net Income 2023: $35,1502023Revenue 2024: $95,724Expenses 2024: $55,781Net Income 2024: $39,9432024

Highlighted filing

2018

Revenue$57,243
Expenses$62,031
Net Income-$4,788
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 23, 2019
Return Version
2018v3.1
Gross Receipts
$65,240
Mission and Program Overview

Mission

To promote interest in and further the preservation of the history and heritage of the city of lee's summit and the county of jackson in the state of missouri.

Program Services

DescriptionGrantsExpenses
TO FURTHER THE PRESERVATION OF THE HISTORY AND HERITAGE OF THE CITY OF LEE'S SUMMIT AND THE COUNTY OF JACKSON IN THE STATE OF MISSOURI THROUGH OPENING A MUSEUM TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF LEE'S SUMMIT.-$48,827
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY SMITHExecutive DiFT$18,000-$18,000
JOHN WISNIEWSKITreasurer-$0--
SUE HARTSecretary-$0--
MICHAEL DODIGDirector-$0--
MATT SANNINGVice Preside-$0--
TODD HAYNESDirector-$0--
D JOHN EDWARDSDirector-$0--
FRED GROGANPresident-$0--
RICK WASSONDirector-$0--
KIM VIARDirector-$0--
JEANNE SMITHDirector-$0--
KEN DAVISDirector-$0--
MARY CONKLINGDirector-$0--
DENISE CHISMDirector-$0--
Filing and Contact Details

Filer

Filer Name
LEE'S SUMMIT HISTORICAL SOCIETY
EIN
30-0073355
Phone
8163639718
Address
PO BOX 835, LEES SUMMIT, MO 64063

Signing Officer

Name
John Wisniewski
Title
Treasurer
Phone
8163639718
Signed
2019-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Spilker Mckeone & Nelson Pc
Address
408 SE 3RD ST, LEES SUMMIT, MO 64063-2823
Preparer
Leigh Ann Nelson CPA
Phone
8168751189
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 2,546 office expense 7,866 insurance 1,450 restoration expenses 795 supplies 538 exhibits 9,230 event expenses 985 non-investment depreciation 2,611 total 26,021

Form 990-ez, Part I, Line 20

Unrealized loss on investments -2,179

Form 990-ez, Part II, Line 24

Pledges receivable 2,000 4,000 inventories for sale or use 656 2,584 furniture & equipment 20,438 20,438 less accumulated depreciation 12,058 14,575 leasehold improv 3,676 3,676 less accumulated depreciation 272 364 pledges receivable-long term 2,000 0 antiques 966 966 investment in gkccf 14,176 14,551 gkccf unrealized gain/loss 1,341 326 investment in truman heartland 14,765 15,403 truman unrealized gain/loss 1,117 -140 total 48,805 46,865

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 12

Form 990-ez, Part III

To promote interest in and further the preservation of the history and heritage of the city of lee's summit and the county of jackson in the state of missouri.

Raw XML Appendix193 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 2,546 OFFICE EXPENSE 7,866 INSURANCE 1,450 RESTORATION EXPENSES 795 SUPPLIES 538 EXHIBITS 9,230 EVENT EXPENSES 985 NON-INVESTMENT DEPRECIATION 2,611 TOTAL 26,021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENTS -2,179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 2,000 4,000 INVENTORIES FOR SALE OR USE 656 2,584 FURNITURE & EQUIPMENT 20,438 20,438 LESS ACCUMULATED DEPRECIATION 12,058 14,575 LEASEHOLD IMPROV 3,676 3,676 LESS ACCUMULATED DEPRECIATION 272 364 PLEDGES RECEIVABLE-LONG TERM 2,000 0 ANTIQUES 966 966 INVESTMENT IN GKCCF 14,176 14,551 GKCCF UNREALIZED GAIN/LOSS 1,341 326 INVESTMENT IN TRUMAN HEARTLAND 14,765 15,403 TRUMAN UNREALIZED GAIN/LOSS 1,117 -140 TOTAL 48,805 46,865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROMOTE INTEREST IN AND FURTHER THE PRESERVATION OF THE HISTORY AND HERITAGE OF THE CITY OF LEE'S SUMMIT AND THE COUNTY OF JACKSON IN THE STATE OF MISSOURI.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
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ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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