LOWELL AREA HISTORICAL ASSOCIATION: Form 990EZ, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
LOWELL AREA HISTORICAL ASSOCIATION (EIN 38-2931074)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-02
IRS object ID
201212159349200111
Schema version
2011v1.2
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)
Timestamp2012-08-02T08:00:49-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1VREDEVELD HEAFNERBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14001 GRANADA CT NWAddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code495342257ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN382931074EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LOWELL AREA HISTORICAL MUSEUMBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLOWENameControl
Phone6168977688Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 WEST MAIN STREETAddressLine1
CityLOWELLCity
StateMIState
ZIP Code49331ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCATHERINE HAEFNERName
TitleTREASURERTitle
Phone6168977688Phone
Date Signed2012-08-02DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePETER HAEFNERName
Phone6164609388Phone
Date Prepared2012-08-02DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashXMethodOfAccountingCash
Schedule B Not RequiredXScheduleBNotRequired
Web Sitelowellmuseum.orgWebSite
Organization501c3XOrganization501c3
Gross Receipts65111GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc48980ContributionsGiftsGrantsEtc
Program Service Revenue0ProgramServiceRevenue
Membership Dues0MembershipDues
Investment Income3017InvestmentIncome
Cost Other Basis And Sales Expenses0CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets0GainOrLossFromSaleOfAssets
Gaming Gross Income0GamingGrossIncome
Fundraising Gross Income2294FundraisingGrossIncome
Special Events Direct Expenses550SpecialEventsDirectExpenses
Special Events Net Income Loss1744SpecialEventsNetIncomeLoss
Gross Sales Of Inventory7666GrossSalesOfInventory
Cost Of Goods Sold2578CostOfGoodsSold
Gro Profit Loss Sales Of Inventory5088GroProfitLossSalesOfInventory
Other Revenue Total3154OtherRevenueTotal
Total Revenue61983TotalRevenue
Salaries Other Comp Empl Benefits47181SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors800FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint7283OccupancyRentUtilitiesAndMaint
Printing Publications Postage1296PrintingPublicationsPostage
Other Expenses Total34726OtherExpensesTotal
Total Expenses91286TotalExpenses
Excess Or Deficit For Year-29303ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY219488NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY190185NetAssetsOrFundBalancesEOY

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY181151BOY
EOY151848EOY

Land And Buildings LandAndBuildings

FieldValueIRS element (for citing)
BOY38337BOY
EOY38337EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY219488BOY
EOY190185EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY219488BOY
EOY190185EOY
FieldValueIRS element (for citing)
Primary Exempt PurposeCollect, preserve & present Lowell area historyPrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (3 entries)

Description Program Service AccomDescriptionProgramServiceAccomProgram Service ExpensesProgramServiceExpenses
Preservation, document and present historic items and information (One new exhibit)4551
HISTORIC PROGRAM PRESENTATION WITH OVER 1000 IN ATTENDANCE ATTENDENCE721
MUSEUM VOLUNTER COORDINATION
FieldValueIRS element (for citing)
Total Program Service Expenses5272TotalProgramServiceExpenses

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (11 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
PATRICIA ALLCHIN
2880 BEWELLLOWELLMI49331Director20.0017270
ARDIS BARBER
325 W MAIN STLOWELLMI49331Board Member0.000
CARONLYN JANE BLOUGH
325 W MAIN STLOWELLMI49331Board Member0.000
NICK BLOUGH
325 W MAIN STLOWELLMI49331Vice President0.000
JIM DOYLE
325 W MAIN STGRAND RAPIDSMI49331President0.000
MARJ HARDING
325 W MAIN STLOWELLMI49331Board Member0.000
CATHERINE HAEFNER
325 W MAIN STLOWELLMI49331Treasurer0.000
TONY DOMMER
325 W MAIN STLOWELLMI49331Board Member0.000
DOLORES DEY
325 W MAIN STLOWELLMI49331Board Member0.000
NANCY WOOD
325 W MAIN STLOWELLMI49331Board Member0.000
DORAN TRUAX
325 W MAIN STLOWELLMI49331Secretary0.000
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc DocfalseMadeChangesToOrgnzngEtcDoc
Organization Had UBIfalseOrganizationHadUBI
Subject To Proxy TaxfalseSubjectToProxyTax
Organization Dissolved EtcfalseOrganizationDissolvedEtc
Did Org File Form1120 POL This YearfalseDidOrgFileForm1120POLThisYear
Made Loans To From OfficersfalseMadeLoansToFromOfficers
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTrans
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledMIStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonCATHERINE HAEFNERNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line112393 DOWNESAddressLine1
CityLOWELLCity
StateMIState
ZIP Code49331ZIPCode
FieldValueIRS element (for citing)
Telephone Number6164609388TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccount
Foreign OfficefalseForeignOffice
Maintain Any Donor Advised FundsfalseMaintainAnyDonorAdvisedFunds
Does Org Have HospitalfalseDoesOrgHaveHospital
Tanning Services ProvidedfalseTanningServicesProvided
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction With Control EntityfalseTransactionWithControlEntity
Engage Political Cmpgn ActivitiesfalseEngagePoliticalCmpgnActivities
Engage In Lobbying ActivitiesfalseEngageInLobbyingActivities
Operating SchoolfalseOperatingSchool
Trnsfrs Exempt Non Char Related OrgfalseTrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2
Public Support Total1700PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Pertcentage1700PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years52028CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years91141CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years66614CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year74345CurrentTaxYearMinus1Year
Current Tax Year48980CurrentTaxYear
Total333108Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years12917CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2370CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2629CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2791CurrentTaxYearMinus1Year
Current Tax Year3154CurrentTaxYear
Total23861Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years64945CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years93511CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years69243CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year77136CurrentTaxYearMinus1Year
Current Tax Year52134CurrentTaxYear
Total356969Total
FieldValueIRS element (for citing)
Public Support Total509356969PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2640CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2558CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2572CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5585CurrentTaxYearMinus1Year
Current Tax Year3017CurrentTaxYear
Total16372Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2640CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2558CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2572CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5585CurrentTaxYearMinus1Year
Current Tax Year3017CurrentTaxYear
Total16372Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7464CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years8644CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years11521CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5676CurrentTaxYearMinus1Year
Current Tax Year6823CurrentTaxYear
Total40128Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Total413469Total
FieldValueIRS element (for citing)
Public Support Percentage5090.86340PublicSupportPercentage509
Prior Year Support Percentage0.86990PriorYearSupportPercentage
Investment Income Percentage0.03960InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.03320PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanation
Form 990EZ, Part I, Line 8MUSEUM ADMISSIONS 866. PROGRAM ADMISSIONS 736. MUSEUM RENTAL 315. OTHER 1237.
Form 990EZ, Part I, Line 16CREDIT CARD FEES 332. SUBSCRIPTIONS 1158. EXHIBIT 3000. INSURANCE 1477. LICENSE 27. MARKETING 3446. MISCELLANEOUS 273. ENDOWMENT 8000. OFFICE EQUIPMENT 6687. COMPUTER SUPPORT 779. STAFF DEVELOPMENT 232. CURATORIAL SUPPLIES 1051. BLOUGH SUPPLIES 2653. EVENT SUPPLIES 2008. OFFICE SUPPLIES 1844. OTHER 1759.
Form 990, Part III, Line 4dQUARTERLY NEWS LETTER PREPARATION AND PUBLICATION
Form 990, Part IX, Line 24fEXHIBITS LICENSE MARKETING MISCELLANEOUS OFFICE EQUIPMENT CLEANING SECURITY SYSTEM ENDOWMENT EXPENSE

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.