LOWELL AREA HISTORICAL ASSOCIATION: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL AREA HISTORICAL ASSOCIATION (EIN 38-2931074)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-13
- IRS object ID
- 201702259349200400
- Schema version
- 2016v3.0
- 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 | 2017-08-13T07:29:59-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 4001 GRANADA CT NW | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 495342257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER HAEFNER | PreparerPersonNm |
| Phone | 6164609388 | PhoneNum |
| Preparation | 2017-08-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 152.160.185.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-13 | IPDt |
| IP Tm | 07:29:52 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 755A4DE3F14D77BF25D7E9FF728DAB3D45F0A470 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 755A4DE3F14D77BF25D7E9FF728DAB3D45F0A470 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $146,613 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $102,323 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $1,013 | ProgramServiceRevenueAmt |
| Membership Dues | $2,869 | MembershipDuesAmt |
| Investment Income | $18,225 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $1,637 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $15,606 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $7,683 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $9,560 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $4,268 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,426 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $2,842 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $672 | OtherRevenueTotalAmt |
| Total Revenue | $137,504 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $50,870 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $26,675 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $6,749 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,229 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $16,677 | OtherExpensesTotalAmt |
| Total Expenses | $102,200 | TotalExpensesAmt |
| Excess Or Deficit For Year | $35,304 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $245,929 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $281,233 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,742 | BOYAmt |
| EOY | $180,316 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,187 | BOYAmt |
| EOY | $100,917 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,929 | BOYAmt |
| EOY | $281,233 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,929 | BOYAmt |
| EOY | $281,233 | 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 | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Preservation, document and present historic items and information (One new exhibit) | $23,463 |
| HISTORIC PROGRAM PRESENTATION WITH OVER 1000 IN ATTENDANCE | $168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,631 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LISA PLANK | ||
| Director | 20.00 | $21,753 |
| ARDIS BARBER | ||
| Board Member | 0.00 | $0 |
| CAROLYN JANE BLOUGH | ||
| Board Member | 0.00 | $0 |
| BEV ANDERSON | ||
| Board Member | 0.00 | $0 |
| JIM DOYLE | ||
| President | 0.00 | $0 |
| NANCY ROTH | ||
| Board Member | 0.00 | $0 |
| CATHERINE HAEFNER | ||
| Treasurer | 0.00 | $300 |
| TONY DOMMER | ||
| Vice President | 0.00 | $0 |
| KURT LARDIE | ||
| Board Member | 0.00 | $0 |
| DORAN TRUAX | ||
| Secretary | 0.00 | $0 |
| TINA CADWALLADER | ||
| Board Member | 0.00 | $0 |
| JEFF OSTRANDER | ||
| Board Member | 0.00 | $10,000 |
| DONALD LEEMAN | ||
| Board Member | 0.00 | $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 |
| 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,742 | CurrentTaxYearAmt |
| Total | $294,168 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,459 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,013 | CurrentTaxYearAmt |
| Total | $20,724 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,795 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,582 | CurrentTaxYearAmt |
| Total | $103,804 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,613 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,337 | CurrentTaxYearAmt |
| Total | $418,696 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $418,696 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$6,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,225 | CurrentTaxYearAmt |
| Total | $27,620 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,143 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$6,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,225 | CurrentTaxYearAmt |
| Total | $27,620 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,718 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,074 | CurrentTaxYearAmt |
| Total | $30,930 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,246 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90830 | PublicSupportPY509Pct |
| Investment Income CY | 0.05790 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03070 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Fallasburg | Event1Nm |
| Gross Receipts Event1 | $5,970 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $5,970 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,033 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $80 | OtherDirectExpensesEvent1Amt |
| Event2 | Events | Event2Nm |
| Gross Receipts Event2 | $6,180 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $6,180 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $3,570 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $12,150 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $12,150 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,033 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,650 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,683 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,467 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Person | TONY DOMMER | GamingManagerPersonNm |
| Gaming Manager Services Prov | Manages raffel ticket sales & reporting | GamingManagerServicesProvTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (24 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | Museum rental 307. |
| Form 990EZ, Part I, Line 8 | Sales 365. |
| Form 990EZ, Part I, Line 16 | Credit card fees 397. |
| Form 990EZ, Part I, Line 16 | Subscriptions 390. |
| Form 990EZ, Part I, Line 16 | License 521. |
| Form 990EZ, Part I, Line 16 | Marketing 885. |
| Form 990EZ, Part I, Line 16 | Office equipment 5998. |
| Form 990EZ, Part I, Line 16 | Staff development 534. |
| Form 990EZ, Part I, Line 16 | Curatorial supplies 890. |
| Form 990EZ, Part I, Line 16 | Programs 87. |
| Form 990EZ, Part I, Line 16 | Office supplies 1504. |
| Form 990EZ, Part I, Line 16 | Payroll tax 4362. |
| Form 990EZ, Part I, Line 16 | Staff development 1059. |
| Form 990EZ, Part I, Line 16 | Miscellaneous 50. |
| Form 990EZ, Part II, Line 24 | Benefitial interest in community foundation 91187. 100917. |
| Form 990, Part III, Line 4d | Quarterly news letter preparation and publication |
| Form 990, Part IX, Line 24e | Exhibits |
| Form 990, Part IX, Line 24e | License |
| Form 990, Part IX, Line 24e | Marketing |
| Form 990, Part IX, Line 24e | Miscellaneous |
| Form 990, Part IX, Line 24e | Office equipment |
| Form 990, Part IX, Line 24e | Cleaning |
| Form 990, Part IX, Line 24e | Security system |
| Form 990, Part IX, Line 24e | Endowment expense |
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