LOWELL AREA HISTORICAL ASSOCIATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL AREA HISTORICAL ASSOCIATION (EIN 38-2931074)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-16
- IRS object ID
- 202312899349200036
- Schema version
- 2022v5.0
- 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 | 2023-10-16T07:15:34-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412208930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VREDEVELD HAEFNER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10302 20TH AVE NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382931074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lowell Area Historical Museum | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 6168977688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 81 | AddressLine1Txt |
| City | Lowell | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49331 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Haefner | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6168977688 | PhoneNum |
| Signature | 2023-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Catherine | PersonFirstNm |
| Person Last | Haefner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Peter Haefner CPA | PreparerPersonNm |
| PTIN | P01420387 | PTIN |
| Phone | 6164609388 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | lowellmuseum.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $136,359 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $100,420 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $573 | ProgramServiceRevenueAmt |
| Membership Dues | $5,450 | MembershipDuesAmt |
| Investment Income | $7 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $12,635 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $10,702 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $1,933 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $16,624 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,807 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $2,817 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $650 | OtherRevenueTotalAmt |
| Total Revenue | $111,850 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $67,877 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $7,791 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $7,200 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,294 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $82,229 | OtherExpensesTotalAmt |
| Total Expenses | $166,391 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$54,541 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $486,802 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $432,261 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,281 | BOYAmt |
| EOY | $341,226 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,521 | BOYAmt |
| EOY | $124,148 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,802 | BOYAmt |
| EOY | $465,374 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $33,113 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,802 | BOYAmt |
| EOY | $432,261 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Collect, preserve & present Lowell area history | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Preservation, document and present historic items andinformation(One new exhibit) | $0 | $237 |
| Historic material presentation with over 1000 in attendance | $0 | $2,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,898 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Lisa Plank | ||||
| Director | 25.00 | $35,554 | $0 | $0 |
| Ardis Barber | ||||
| Board Member | 0.00 | $0 | $0 | $0 |
| Carolyn Jane Blough | ||||
| Board Member | 0.00 | $0 | $0 | $0 |
| Bev Anderson | ||||
| Board Member | 0.00 | $0 | $0 | $0 |
| Tina Cadwallader | ||||
| Secretary | 0.00 | $0 | $0 | $0 |
| Tony Dommer | ||||
| Vice President | 0.00 | $0 | $0 | $0 |
| Jim Doyle | ||||
| President | 0.00 | $0 | $0 | $0 |
| Cathy Haefner | ||||
| Treasurer | 2.00 | $300 | $0 | $0 |
| Dale kropf | ||||
| Board Member | 0.00 | $0 | $0 | $0 |
| Don Leeman | ||||
| Board Member | 0.00 | $0 | $0 | $0 |
| Kim Lum | ||||
| Board Member | 0.00 | $0 | $0 | $0 |
| Becky Reagan | ||||
| Board Member | 0.00 | $0 | $0 | $0 |
| Nancy Roth | ||||
| Board Member | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | 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 |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Haefner | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12393 Downes | AddressLine1Txt |
| City | Lowell | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164609388 | 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,399 | CurrentTaxYearAmt |
| Total | $332,911 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,223 | CurrentTaxYearAmt |
| Total | $13,745 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,326 | CurrentTaxYearAmt |
| Total | $89,145 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,315 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,471 | CurrentTaxYearAmt |
| Total | $121,835 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,052 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,419 | CurrentTaxYearAmt |
| Total | $557,636 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $557,636 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,678 | CurrentTaxYearMinus1YearAmt |
| Total | $129,786 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,678 | CurrentTaxYearMinus1YearAmt |
| Total | $129,786 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,422 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.81120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.76490 | PublicSupportPY509Pct |
| Investment Income CY | 0.18880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.23510 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | Museum rental 650. |
| Form 990EZ, Part I, Line 16 | Credit card fees 971. |
| Form 990EZ, Part I, Line 16 | Subscriptions 304. |
| Form 990EZ, Part I, Line 16 | License 652. |
| Form 990EZ, Part I, Line 16 | Marketing 820. |
| Form 990EZ, Part I, Line 16 | Miscellaneous 29. |
| Form 990EZ, Part I, Line 16 | Office equipment 3081. |
| Form 990EZ, Part I, Line 16 | Sales tax in sales 309. |
| Form 990EZ, Part I, Line 16 | Staff development 2066. |
| Form 990EZ, Part I, Line 16 | Curatorial supplies 237. |
| Form 990EZ, Part I, Line 16 | Educational supplies 811. |
| Form 990EZ, Part I, Line 16 | Office supplies 1960. |
| Form 990EZ, Part I, Line 16 | Telephone 1377. |
| Form 990EZ, Part I, Line 16 | Web hosting 600. |
| Form 990EZ, Part I, Line 16 | Vanguard investment loss 46639. |
| Form 990EZ, Part I, Line 16 | Grand Rapids community foundation loss 22373. |
| Form 990EZ, Part II, Line 24 | Benefitial interest in community foundation 146521. 124148. |
| Form 990EZ, Part II, Line 26 | Unearned grant revenue 0. 33113. |
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