USHER MANSION HISTORICA FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
USHER MANSION HISTORICA FOUNDATION (EIN 48-0874420)
Tax period
2013-05-01 to 2014-04-30
Filed
2014-12-10
IRS object ID
201413449349300606
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-12-10T09:04:29-06:00ReturnTs
Tax Period End2014-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1L Thomas VeatchBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18801 Fawn TrailAddressLine1
CityDerbyCity
StateKSState
ZIP Code67037ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN480874420EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1USHER MANSION HISTORICAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlUSHEBusinessNameControlTxt
Phone3162648394PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 247AddressLine1
CityWICHITACity
StateKSState
ZIP Code672010247ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM D MichaelisPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3163834349PhoneNum
Signature2014-11-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00670155PTIN
Phone3162648394PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerM D MICHAELISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1257 N BROADWAYAddressLine1
CityWICHITACity
StateKSState
ZIP Code67202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$7,178GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionRENOVATION OF CERTIFIED HISTORIC STRUCTUREActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,849PYContributionsGrantsAmt
CY Contributions Grants$7,175CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$8PYInvestmentIncomeAmt
CY Investment Income$3CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$10,857PYTotalRevenueAmt
CY Total Revenue$7,178CYTotalRevenueAmt
PY Grants And Similar Paid$16,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,344CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$40PYOtherExpensesAmt
CY Other Expenses$90CYOtherExpensesAmt
PY Total Expenses$16,040PYTotalExpensesAmt
CY Total Expenses$8,434CYTotalExpensesAmt
PY Revenues Less Expenses-$5,183PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,256CYRevenuesLessExpensesAmt
Total Assets BOY$14,754TotalAssetsBOYAmt
Total Assets EOY$13,498TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,754NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,498NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPromote the appreciation of history through the ongoing preservation and restoration of a historically and architecturally significant building and making it available for public viewing. The organization was chartered to maintain and restore the John Palmer Usher House located at 1425 Tennessee St., Lawrence, Kansas, which is on the National Register of Historic Places.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$8,344ExpenseAmt
Grant$8,344GrantAmt
DescThis organization's only program is the maintenance and renovation of certified historic structure.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescN/ADesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescN/ADesc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,344TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing Body0MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1M D MICHAELISBusinessNameLine1
FieldValueIRS element (for citing)
Phone3163834349PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1257 N BROADWAYAddressLine1
CityWICHITACity
StateKSState
ZIP Code67202ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WINN HALVERHOUT
PRESIDENT0.50Yes (X)Yes (X)$0$0$0
MD MICHAELIS
TREASURER0.50Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$7,175AllOtherContributionsAmt
Total Contributions$7,175TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3TotalRevenueColumnAmt
Exclusion$3ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,178TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,344TotalAmt
Program Services$8,344ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
BROKERAGE FEES$50$50
KS SECRETARY OF STATE$40$40

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,434TotalAmt
Program Services$8,344ProgramServicesAmt
Management And General$90ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,754BOYAmt
EOY$13,498EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,754BOYAmt
EOY$13,498EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$14,754BOYAmt
EOY$13,498EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,754BOYAmt
EOY$13,498EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,754BOYAmt
EOY$13,498EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,256ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,670CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,849CurrentTaxYearMinus1YearAmt
Current Tax Year$7,175CurrentTaxYearAmt
Total$43,568TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,670CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,849CurrentTaxYearMinus1YearAmt
Current Tax Year$7,175CurrentTaxYearAmt
Total$43,568TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$12,500SubstantialContributorsTotAmt
Public Support Total170$31,068PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8CurrentTaxYearMinus1YearAmt
Current Tax Year$3CurrentTaxYearAmt
Total$162TotalAmt
FieldValueIRS element (for citing)
Total Support$43,730TotalSupportAmt
Public Support CY1700.71050PublicSupportCY170Pct
Public Support PY1700.78470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ALPHA NU BETA THETA PI HOUSE ASSOCIATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line19401 INDIAN CREEK PKWYAddressLine1
CityOVERLAND PARKCity
StateKSState
ZIP Code66210ZIPCode
FieldValueIRS element (for citing)
Recipient EIN486113113RecipientEIN
IRC Section501(c)(7)IRCSectionDesc
Cash Grant$8,344CashGrantAmt
Purpose Of GrantMAINTENANCE AND RENOVATION OF CERTIFIED HISTORIC STRUCTUREPurposeOfGrantTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 8aMeetings are informal and infrequent in nature. Limited business occurs during such meetings because the organization's mission is well defined and limited in scope.
Form 990, Part VI, Section A, line 8bNot applicable. Organization does not have any committees.
Form 990, Part VI, Section B, line 11A draft copy of the organization's Form 990 was supplied to each officer and director for their review and all questions about the return were addressed and changes to the return were made as required.
Form 990, Part VI, Section B, line 1515a and 15b not applicable. No paid officers or employees in organization.
Form 990, Part VI, Section C, line 19The organization's governing documents are availble upon request. The organization's financial information is available to the public on the public inspection copies of the federal form 990.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
THE ALPHA NU EDUCATIONAL FOUNDATION
6017 W 89TH TERRACEOVERLAND PARKKS66207486115179Ed Fd benefiting Alpha Nu Beta Theta Pi members now at Univ of KansasKS501(c)(3)7NA-Controlled by Board of Directors0
BETA THETA PI GENERAL FRATERNITY
5134 BONHAM ROAD PO BOX 6277MIAMIOH45373310531047Fraternal organization with common membershipOH501(c)(7)NA-Controlled by Board of Directors0
BETA THETA PI FRATERNITY ALPHA NU CHAPTER OF KANSAS
1425 TENNESSEELAWRENCEKS66044486113113Fraternal organization with common membershipKS501(c)(7)NA-Controlled by Board of Directors0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ALPHA NU BETA THETA PI HOUSE ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$8,344InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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