Civic Intelligence

Lees Summit Historical Society

990EZ • Fiscal year 2017 • EIN 30-0073355

Jan 01, 2017 to Dec 31, 2017 • Filed on May 12, 2018

PO Box 835Lees Summit, MO 64063

(816) 287-4477

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$18,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.5%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

38%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$71,739

Up $3,083 (+4.5%) from 2016

Net Assets

Up

$71,739

Up $3,083 (+4.5%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$52,194

Up $14,412 (+38%) from 2016

Expenses

Down

$51,529

Down $4,198 (-7.5%) from 2016

Net Income

Up

$665

Up $18,610 (+104%) from 2016

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

2017

Assets$71,739
Liabilities-
Net Assets$71,739

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

2017

Revenue$52,194
Expenses$51,529
Net Income$665
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 12, 2018
Return Version
2017v2.3
Gross Receipts
$56,653
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.-$39,243
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHY SMITHExecutive DiFT$18,000-$18,000
JOHN WISNIEWSKITreasurer-$0--
SUE HARTSecretary-$0--
MICHAEL DODIGDirector-$0--
FRED GROGANPresident-$0--
JEANNE SMITHDirector-$0--
MARY CONKLINGDirector-$0--
MIKE WALLACEDirector-$0--
JON PLAASDirector-$0--
JARED FALKDirector-$0--
DENISE CHISMDirector-$0--
Filing and Contact Details

Filer

Filer Name
LEE'S SUMMIT HISTORICAL SOCIETY
EIN
30-0073355
Phone
8162874477
Address
PO BOX 835, LEES SUMMIT, MO 64063

Signing Officer

Name
John Wisniewski
Title
Treasurer
Phone
8163639718
Signed
2018-05-12
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 1,221 office expense 7,469 travel 87 insurance 1,389 restoration expenses 2,075 supplies 1,508 exhibits 4,215 non-investment depreciation 3,729 total 21,693

Form 990-ez, Part I, Line 20

Unrealized gain on investments 2,418

Form 990-ez, Part II, Line 24

Pledges receivable 3,000 2,000 inventories for sale or use 1,692 656 furniture & equipment 20,438 20,438 less accumulated depreciation 8,419 12,058 leasehold improv 3,676 3,676 less accumulated depreciation 180 272 pledges receivable-long term 4,000 2,000 antiques 966 966 investment in gkccf 15,113 14,176 gkccf unrealized gain/loss 165 1,341 investment in truman heartland 15,167 14,765 truman unrealized gain/loss -210 1,117 total 55,408 48,805

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 Appendix177 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,221 OFFICE EXPENSE 7,469 TRAVEL 87 INSURANCE 1,389 RESTORATION EXPENSES 2,075 SUPPLIES 1,508 EXHIBITS 4,215 NON-INVESTMENT DEPRECIATION 3,729 TOTAL 21,693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 2,418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PLEDGES RECEIVABLE 3,000 2,000 INVENTORIES FOR SALE OR USE 1,692 656 FURNITURE & EQUIPMENT 20,438 20,438 LESS ACCUMULATED DEPRECIATION 8,419 12,058 LEASEHOLD IMPROV 3,676 3,676 LESS ACCUMULATED DEPRECIATION 180 272 PLEDGES RECEIVABLE-LONG TERM 4,000 2,000 ANTIQUES 966 966 INVESTMENT IN GKCCF 15,113 14,176 GKCCF UNREALIZED GAIN/LOSS 165 1,341 INVESTMENT IN TRUMAN HEARTLAND 15,167 14,765 TRUMAN UNREALIZED GAIN/LOSS -210 1,117 TOTAL 55,408 48,805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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 III
ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/ReturnTs02018-05-15T17:11:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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