LOWELL AREA HISTORICAL ASSOCIATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LOWELL AREA HISTORICAL ASSOCIATION (EIN 38-2931074)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-03
IRS object ID
202043089349201464
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-11-03T15:07:03-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VREDEVELD HAEFNER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110302 20TH AVE NWAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP495348937ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382931074EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lowell Area Historical MuseumBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOWEBusinessNameControlTxt
Phone6168977688PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 81AddressLine1Txt
CityLowellCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCatherine HaefnerPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6168977688PhoneNum
Signature2020-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPeter Haefner CPAPreparerPersonNm
PTINP01420387PTIN
Phone6164609388PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.124.56.174IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-03IPDt
IP Tm15:06:57IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD5F3B4FB5BC4018B24F9C62EB20BABD4DB45319DAtSubmissionCreationDeviceId
At Submission Filing Device IdD5F3B4FB5BC4018B24F9C62EB20BABD4DB45319DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresslowellmuseum.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$159,797GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$82,310ContributionsGiftsGrantsEtcAmt
Program Service Revenue$868ProgramServiceRevenueAmt
Membership Dues$4,125MembershipDuesAmt
Investment Income$48,191InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$1,878GamingGrossIncomeAmt
Fundraising Gross Income$12,840FundraisingGrossIncomeAmt
Special Events Direct Expenses$4,222SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$10,496SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$8,370GrossSalesOfInventoryAmt
Cost Of Goods Sold$5,313CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$3,057GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$1,215OtherRevenueTotalAmt
Total Revenue$150,262TotalRevenueAmt
Salaries Other Comp Empl Bnft$50,292SalariesOtherCompEmplBnftAmt
Occupancy Rent Utlts And Maint$7,762OccupancyRentUtltsAndMaintAmt
Other Expenses Total$36,044OtherExpensesTotalAmt
Total Expenses$94,098TotalExpensesAmt
Excess Or Deficit For Year$56,164ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$318,664NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$374,828NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$220,947BOYAmt
EOY$257,542EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$103,917BOYAmt
EOY$118,786EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$324,864BOYAmt
EOY$376,328EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,200BOYAmt
EOY$1,500EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$318,664BOYAmt
EOY$374,828EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeCollect, preserve & present Lowell area historyPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Preservation, document and present historic items andinformation(One new exhibit)$0$21,982
Historic program presentation with over 1000 in attendance$0$19,203
FieldValueIRS element (for citing)
Total Program Service Expenses$41,185TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Lisa Plank
Director25.00$26,747$0$0
Ardis Barber
Board Member0.00$0$0$0
Carolyn Jane Blough
Board Member0.00$0$0$0
Bev Anderson
Board Member0.00$0$0$0
Tina Cadwallader
Board Member0.00$0$0$0
Tony Dommer
Vice President0.00$0$0$0
Jim Doyle
President0.00$0$0$0
Cathy Haefner
Treasurer0.00$300$0$0
Dale kropf
Board Member0.00$0$0$0
Nancy Roth
Board Member0.00$0$0$0
Dorann Truax
Secretary0.00$0$0$0
Donald Leeman
Board Member0.00$0$0$0
Becky Reagan
Board member0.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCatherine HaefnerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112393 DownesAddressLine1Txt
CityLowellCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49331ZIPCd
FieldValueIRS element (for citing)
Phone6164609388PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind
Other Support Sum$0OtherSupportSumAmt
Public Support CY1700PublicSupportCY170Pct

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,542CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,742CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,046CurrentTaxYearMinus1YearAmt
Current Tax Year$64,817CurrentTaxYearAmt
Total$317,090TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,013CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,395CurrentTaxYearMinus1YearAmt
Current Tax Year$6,208CurrentTaxYearAmt
Total$17,446TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$14,589CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,575CurrentTaxYearMinus1YearAmt
Current Tax Year$16,208CurrentTaxYearAmt
Total$51,372TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,811CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,582CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,451CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,458CurrentTaxYearMinus1YearAmt
Current Tax Year$24,373CurrentTaxYearAmt
Total$113,675TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,812CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$103,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$100,354CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$95,474CurrentTaxYearMinus1YearAmt
Current Tax Year$111,606CurrentTaxYearAmt
Total$499,583TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$499,583PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40CurrentTaxYearMinus1YearAmt
Current Tax Year$48,191CurrentTaxYearAmt
Total$97,633TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40CurrentTaxYearMinus1YearAmt
Current Tax Year$48,191CurrentTaxYearAmt
Total$97,633TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$10,138CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,074CurrentTaxYearMinus3YearsAmt
Total$23,212TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Total$620,428TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.80520PublicSupportCY509Pct
Public Support PY5090.84820PublicSupportPY509Pct
Investment Income CY0.15740InvestmentIncomeCYPct
Investment Income PY0.09660InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990EZ, Part I, Line 8Museum rental 1215.
Form 990EZ, Part I, Line 16Credit card fees 359.
Form 990EZ, Part I, Line 16Subscriptions 342.
Form 990EZ, Part I, Line 16License 801.
Form 990EZ, Part I, Line 16Marketing 865.
Form 990EZ, Part I, Line 16Technical support 1027.
Form 990EZ, Part I, Line 16Staff development 343.
Form 990EZ, Part I, Line 16Curatorial supplies 389.
Form 990EZ, Part I, Line 16Office supplies 1955.
Form 990EZ, Part I, Line 16Educational supplies 218.
Form 990EZ, Part I, Line 16Building repair 618.
Form 990EZ, Part I, Line 16Exhibits 16153.
Form 990EZ, Part I, Line 16Office equipment 4168.
Form 990EZ, Part I, Line 16Miscellanous 300.
Form 990EZ, Part I, Line 16Professional services 7440.
Form 990EZ, Part I, Line 16Postage 966.
Form 990EZ, Part I, Line 16Miscellaneous 100.
Form 990EZ, Part II, Line 24Benefitial interest in community foundation 103917.
Form 990EZ, Part II, Line 26Unearned revenue 6200.

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