WESTPORT HISTORICAL SOCIETY: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESTPORT HISTORICAL SOCIETY (EIN 43-6064569)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-09
- IRS object ID
- 202533139349200908
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-09T12:39:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440590218 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWANSON BERNARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MADISON AVE STE 600 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641123031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436064569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8165311821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 BALTIMORE | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WATKINS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8165311821 | PhoneNum |
| Signature | 2025-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID G WATKINS | PreparerPersonNm |
| PTIN | P00432501 | PTIN |
| Phone | 8164104600 | PhoneNum |
| Preparation | 2025-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WESTPORTHISTORICALKC.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $40,335 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $28,574 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $845 | ProgramServiceRevenueAmt |
| Investment Income | $4,469 | InvestmentIncomeAmt |
| Fundraising Gross Income | $6,447 | FundraisingGrossIncomeAmt |
| Special Events Net Income Loss | $6,447 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $40,335 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $4,200 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $42,522 | OtherExpensesTotalAmt |
| Total Expenses | $46,722 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$6,387 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $479,800 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $4,764 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $478,177 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,200 | BOYAmt |
| EOY | $240,210 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,200 | BOYAmt |
| EOY | $246,200 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,900 | BOYAmt |
| EOY | $486,910 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,100 | BOYAmt |
| EOY | $8,733 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,800 | BOYAmt |
| EOY | $478,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | EDUCATIONAL, CIVIC, HISTORIC PRESERVATION | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| OPERATION OF MUSEUM, MAINTENANCE OF HISTORIC ARCHIVES AND LIBRARY CONCERNING THE WESTPORT AREA AND EARLY KANSAS CITY FROM THE 1800'S. TOURS OF THE 1855 HARRIS KEARNEY HOUSE/MUSEUM. | |
| OPERATION OF HISTORICAL MUSEUM. | $46,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $46,722 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WATKINS | PersonNm |
| Title | TREASURER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | Yes (true) | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WATKINS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MADISON AVENUE | AddressLine1Txt |
| Address Line2 | SUITE 600 | AddressLine2Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8164104666 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,190 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,574 | CurrentTaxYearAmt |
| Total | $74,787 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,367 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,761 | CurrentTaxYearAmt |
| Total | $33,486 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,560 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,638 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,335 | CurrentTaxYearAmt |
| Total | $108,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $108,273 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $4,469 | CurrentTaxYearAmt |
| Total | $11,084 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,381 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $4,469 | CurrentTaxYearAmt |
| Total | $11,084 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,592 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,620 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,804 | CurrentTaxYearAmt |
| Total | $119,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90710 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93180 | PublicSupportPY509Pct |
| Investment Income CY | 0.09000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 785 CONFERENCES/MEETINGS 1,841 INSURANCE 6,278 BANK FEES 100 RENOVATION/REPAIRS 1,637 SECURITY 1,997 SUPPLIES/CLEANING 508 LOAN PAYMENT 4,694 LAWN/GROUNDS MAINTENANCE 7,343 UTILITIES 10,521 STORAGE FEES 4,140 MISCELLANEOUS 2,678 TOTAL 42,522 |
| FORM 990-EZ, PART I, LINE 20 | INVESTMENT GAIN 4,764 |
| FORM 990-EZ, PART II, LINE 24 | OTHER 500 500 TOTAL 500 500 |
| FORM 990-EZ, PART II, LINE 26 | DANIEL SMITH LOAN 13,100 8,733 |
| FORM 990-EZ, PART III, LINE 31 | OPERATION OF HISTORICAL MUSEUM. |
| FORM 990-EZ, PART V, LINE 34 | BY-LAWS WERE UPDATED. |
Comments