LOWELL AREA HISTORICAL ASSOCIATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL AREA HISTORICAL ASSOCIATION (EIN 38-2931074)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-01
- IRS object ID
- 201632149349201113
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-01T17:29:42-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-08-01 | 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 | 2016-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | 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 | $109,059 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $87,353 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $1,459 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $0 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $1,910 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $14,969 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $8,633 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $8,246 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $2,728 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,476 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $1,252 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $640 | OtherRevenueTotalAmt |
| Total Revenue | $98,950 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $55,613 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $2,142 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $4,173 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $1,085 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $23,630 | OtherExpensesTotalAmt |
| Total Expenses | $86,643 | TotalExpensesAmt |
| Excess Or Deficit For Year | $12,307 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $138,503 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $95,119 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $245,929 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,503 | BOYAmt |
| EOY | $154,742 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $91,187 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,503 | BOYAmt |
| EOY | $245,929 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,503 | BOYAmt |
| EOY | $245,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Collect, preserve & present Lowell area history | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Preservation, document and present historic items and information (One new exhibit) | $5,033 |
| HISTORIC PROGRAM PRESENTATION WITH OVER 1000 IN ATTENDANCE ATTENDENCE | $554 |
| MUSEUM VOLUNTER COORDINATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,587 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LISA PLANK | ||
| Director | 20.00 | $20,800 |
| 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 |
| MARJ HARDING | ||
| Board Member | 0.00 | $0 |
| CATHERINE HAEFNER | ||
| Treasurer | 0.00 | $250 |
| 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 | $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 | $28,224 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,490 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,542 | CurrentTaxYearAmt |
| Total | $241,650 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,154 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,745 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,459 | CurrentTaxYearAmt |
| Total | $22,865 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,811 | CurrentTaxYearAmt |
| Total | $102,978 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,613 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,812 | CurrentTaxYearAmt |
| Total | $367,493 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $367,493 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$6,132 | CurrentTaxYearAmt |
| Total | $12,412 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,017 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$6,132 | CurrentTaxYearAmt |
| Total | $12,412 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $7,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,138 | CurrentTaxYearAmt |
| Total | $24,679 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,584 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90830 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88920 | PublicSupportPY509Pct |
| Investment Income CY | 0.03070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06030 | 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 (30 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | 990 EZ part I line 20 reflects a beneficial interest in balance with community |
| Other | Foundation previously excluded from reporting. |
| Form 990EZ, Part I, Line 8 | Museum rental 442. |
| Form 990EZ, Part I, Line 8 | Sales 198. |
| Form 990EZ, Part I, Line 16 | Credit card fees 357. |
| Form 990EZ, Part I, Line 16 | Subscriptions 278. |
| Form 990EZ, Part I, Line 16 | License 546. |
| Form 990EZ, Part I, Line 16 | Marketing 1945. |
| Form 990EZ, Part I, Line 16 | Office equipment 4679. |
| Form 990EZ, Part I, Line 16 | Staff development 265. |
| Form 990EZ, Part I, Line 16 | Curatorial supplies 449. |
| Form 990EZ, Part I, Line 16 | Education 306. |
| Form 990EZ, Part I, Line 16 | Office supplies 1426. |
| Form 990EZ, Part I, Line 16 | Cleaning 560. |
| Form 990EZ, Part I, Line 16 | Security system 443. |
| Form 990EZ, Part I, Line 16 | Telephone 1710. |
| Form 990EZ, Part I, Line 16 | Exhibit 4278. |
| Form 990EZ, Part I, Line 16 | Program expense 256. |
| Form 990EZ, Part I, Line 16 | Investment income 6132. |
| Form 990EZ, Part I, Line 20 | Benefitial interest in community foundation 95119. |
| Form 990EZ, Part II, Line 24 | Benefitial interest in community foundation 91187. |
| 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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