USHER MANSION HISTORICA FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
USHER MANSION HISTORICA FOUNDATION (EIN 48-0874420)
Tax period
2011-05-01 to 2012-04-30
Filed
2012-12-13
IRS object ID
201213489349300806
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)
Timestamp2012-12-13T12:22:22-06:00Timestamp
Tax Period End Date2012-04-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1L Thomas VeatchBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18801 Fawn TrailAddressLine1
CityDerbyCity
StateKSState
ZIP Code67037ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-05-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN480874420EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1USHER MANSION HISTORICAL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUSHENameControl
Phone3162648394Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameMD MichaelisName
TitleTREASURERTitle
Phone3163834349Phone
Date Signed2012-11-30DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
PTINP00670155PTIN
Phone3162648394Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMD MICHAELISNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1257 N BROADWAYAddressLine1
CityWICHITACity
StateKSState
ZIP Code67202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts6838GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1978YearFormation
State Legal DomicileKSStateLegalDomicile
Activity Or Mission DescriptionRENOVATION OF CERTIFIED HISTORIC STRUCTUREActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI14TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3050ContributionsGrantsPriorYear
Contributions Grants Current Year6824ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year48InvestmentIncomePriorYear
Investment Income Current Year14InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year3098TotalRevenuePriorYear
Total Revenue Current Year6838TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY30000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year40OtherExpensePriorYear
Other Expenses Current Year40OtherExpensesCurrentYear
Total Expenses Prior Year40TotalExpensesPriorYear
Total Expenses Current Year30040TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3058RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-23202RevenuesLessExpensesCY
Total Assets BOY43139TotalAssetsBOY
Total Assets EOY19937TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY43139NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY19937NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPromote 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense30000Expense
Grants30000Grants
DescriptionThis organization's only program is the maintenance and renovation of certified historic structure.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionN/ADescription

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionN/ADescription
FieldValueIRS element (for citing)
Total Program Service Expense30000TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body0MinutesOfGoverningBody
Minutes Of Committees0MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MD MICHAELISBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3163834349TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (6 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
WINN HALVERHOUT
PRESIDENT0.50XX000
JOHN VRATIL
VICE PRESIDENT0.50XX000
GRANT RITCHEY
SECRETARY0.50XX000
MD MICHAELIS
TREASURER0.50XX000
JOHN MASTIO
DIRECTOR0.20X000
BURKE BEELER
DIRECTOR0.20X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions6824AllOtherContributions
Total Contributions6824TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column14TotalRevenueColumn
Unrelated Business Revenue14UnrelatedBusinessRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6838TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue14UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total30000Total
Program Services30000ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionKS SECRETARY OF STATEDescription
Total40Total
Management And General40ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total30040Total
Program Services30000ProgramServices
Management And General40ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY43139BOY
EOY19937EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY43139BOY
EOY19937EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY43139BOY
EOY19937EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY43139BOY
EOY19937EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY43139BOY
EOY19937EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-23202ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9039CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10553CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years15670CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3050CurrentTaxYearMinus1Year
Current Tax Year6824CurrentTaxYear
Total45136Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9039CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years10553CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years15670CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3050CurrentTaxYearMinus1Year
Current Tax Year6824CurrentTaxYear
Total45136Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total7032AmountsSubstContributorsTotal
Public Support Total17038104PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years8841CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years976CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years89CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year48CurrentTaxYearMinus1Year
Current Tax Year14CurrentTaxYear
Total9968Total
FieldValueIRS element (for citing)
Total Support55104TotalSupport
Public Support Pertcentage1700.69150PublicSupportPertcentage170
Public Support Pertcent Prior Year0.67120PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

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

Address US AddressUS

FieldValueIRS element (for citing)
Address Line19401 INDIAN CREEK PKWYAddressLine1
CityOVERLAND PARKCity
StateKSState
ZIP Code66210ZIPCode
FieldValueIRS element (for citing)
IRC Section501(c)(7)IRCSection
Amount Of Cash Grant30000AmountOfCashGrant
Purpose Of GrantMAINTENANCE AND RENOVATION OF CERTIFIED HISTORIC STRUCTUREPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Section A, line 6Usher Mansion Historical Foundation is a non-stock nonprofit corporation. The organizational documents named the intitial board of directors (which would be considered members in response to this question). The directors have the authority to fill any vacant seats on the board with a majority vote. No one director or member has the right to unilaterally replace any of the governing body. No one director or member has the right to receive distributions of income or assets from the organization; only the board of directors as the governing group can make decisions regarding permitted distributions. Other than nominal legal fees, bank fees and state filing fees, all distributions have been for the stated mission of the organization.
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.
15a 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

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
THE ALPHA NU EDUCATIONAL FOUNDATION
6017 W 89TH TERRACEOVERLAND PARKKS66207486115179Ed Fdn for benefit of 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 (HOUSE ASSOCIATION)
8426 E 35th AVENUEDENVERCO80238486113113Fraternal organization with common membershipKS501(c)(7)NA-Controlled by Board of Directors0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1ALPHA NU BETA THETA PI HOUSE ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionType
Amount Involved30000AmountInvolved
Method Of Amt DeterminationCASHMethodOfAmtDetermination

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