Lee's Summit Historical Society
Nonprofit profile at a glance
- EIN
- 300073355
- IRS 990-EZ coverage
- 2014–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2013
- Location
- Lees Summit, MO, USA
- Phone
- 8163639718
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- History Museums
Reported finances
- Revenue
- $87,694
- Expenses
- $56,754
- Assets
- $284,126
- Liabilities
- $565
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- FRED GROGAN (PRESIDENT)
People named in this filing
- JOHN WISNIEWSKI (TREASURER)
- SUE HART (SECRETARY)
- FRED GROGAN (PRESIDENT)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 68
- Transparency & Controls: 100
- Sustainability: 74
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 58.9%; rating input score 59
- Program expense ratio: 83.2%; rating input score 83
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 35.3%; rating input score 83; 83rd percentile among comparable filings
- Total-asset coverage ratio: 5.01; rating input score 84; 84th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 29; 29th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -7% per year; rating input score 0; 32nd percentile among comparable filings
- Revenue growth: -1.5% per year; rating input score 0; 44th percentile among comparable filings
- Asset growth: 12.3% per year; rating input score 100; 75th percentile among comparable filings
Details
- Where the money goes: 58.9% of revenue deployed · 83.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $47K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 4 filed schedules
- Filing history: 12 filing years from 2014 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 59/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 29/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.