Civic Intelligence

Usher Mansion Historical Foundation

990 • Fiscal year 2021 • EIN 48-0874420

Jun 01, 2020 to May 31, 2021 • Filed on May 19, 2022

Organization ProfileN/A
1223 N Rock Road Suite E200Wichita, KS 67206

(513) 763-6748

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

31st percentile

1.3%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

31st percentile

-0.2%

Faster revenue growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,195,849

Up $15,182 (+1.3%) from 2020

Net Assets

Up

$1,195,849

Up $15,182 (+1.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin99th percentile

Revenue

Down

$253,205

Down $609 (-0.2%) from 2020

Expenses

Up

$856

Up $201 (+31%) from 2020

Net Income

Down

$252,349

Down $810 (-0.3%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $43,139Liabilities 2011: $0Net Assets 2011: $43,1392011Assets 2012: $19,937Liabilities 2012: $0Net Assets 2012: $19,9372012Assets 2013: $14,754Liabilities 2013: $0Net Assets 2013: $14,7542013Assets 2014: $13,498Liabilities 2014: $0Net Assets 2014: $13,4982014Assets 2015: $17,161Liabilities 2015: $0Net Assets 2015: $17,1612015Assets 2016: $216,477Liabilities 2016: $0Net Assets 2016: $216,4772016Assets 2017: $157,306Liabilities 2017: $0Net Assets 2017: $157,3062017Assets 2018: $1,130,762Liabilities 2018: $0Net Assets 2018: $1,130,7622018Assets 2019: $1,132,341Liabilities 2019: $0Net Assets 2019: $1,132,3412019Assets 2020: $1,180,667Liabilities 2020: $0Net Assets 2020: $1,180,6672020Assets 2021: $1,195,849Liabilities 2021: $0Net Assets 2021: $1,195,8492021Assets 2022: $1,203,463Liabilities 2022: $0Net Assets 2022: $1,203,4632022Assets 2023: $1,152,976Liabilities 2023: $0Net Assets 2023: $1,152,9762023Assets 2024: $1,263,666Liabilities 2024: $12,801Net Assets 2024: $1,250,8652024Assets 2025: $1,353,277Liabilities 2025: $50,722Net Assets 2025: $1,302,5552025

Highlighted filing

2021

Assets$1,195,849
Liabilities$0
Net Assets$1,195,849
Open 2021 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $3,098Expenses 2011: $40Net Income 2011: $3,0582011Revenue 2012: $6,838Expenses 2012: $30,040Net Income 2012: -$23,2022012Expenses 2013: $16,0402013Revenue 2014: $7,178Expenses 2014: $8,434Net Income 2014: -$1,2562014Revenue 2015: $11,253Expenses 2015: $7,590Net Income 2015: $3,6632015Revenue 2016: $435,655Expenses 2016: $236,339Net Income 2016: $199,3162016Revenue 2017: $1,036,268Expenses 2017: $1,095,439Net Income 2017: -$59,1712017Revenue 2018: $126Expenses 2018: $0Net Income 2018: $1262018Revenue 2019: $169,307Expenses 2019: $2,066Net Income 2019: $167,2412019Revenue 2020: $253,814Expenses 2020: $655Net Income 2020: $253,1592020Revenue 2021: $253,205Expenses 2021: $856Net Income 2021: $252,3492021Revenue 2022: $97,029Expenses 2022: $1,015Net Income 2022: $96,0142022Revenue 2023: $41,121Expenses 2023: $555Net Income 2023: $40,5662023Revenue 2024: $98,232Expenses 2024: $343Net Income 2024: $97,8892024Revenue 2025: $51,780Expenses 2025: $90Net Income 2025: $51,6902025

Highlighted filing

2021

Revenue$253,205
Expenses$856
Net Income$252,349
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
May 19, 2022
Return Version
2020v4.0
Gross Receipts
$253,205
Mission and Program Overview

Mission

Promote 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 Foundation was organized to maintain and restore the John Palmer Usher House located at 1425 Tennessee St, Lawrence, KS, which is on the National Register of Historic Places.

Renovation of certified historic structure.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,180,667$1,195,849▲ $15,182
Cash and Non-Interest-Bearing Accounts$751,162$1,016,396▲ $265,234
Other Notes and Loans Receivable, Net$429,505$179,453▼ $250,052
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,180,667$1,195,849▲ $15,182
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,180,667$1,195,849▲ $15,182
Total Liabilities and Net Assets / Fund Balance$1,180,667$1,195,849▲ $15,182
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Winn HalverhoutPresident
MD MichaelisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$300
Program Service Revenue
$0
Investment Income
$252,905
Other Revenue
$0
All Other Contributions
$300
Change in Net Assets
$252,349
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$856
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$856-$856
Total Functional Expenses$0$856$0$856
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“Limited business occurs during the Foundation's meetings due to the Foundation's limited mission. Thus, meetings are informal and infrequent.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Each officer and director of the Foundation is provided a draft copy of the Foundation's Form 990 for their review and commentary before filing with the IRS.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Foundation's governing documents are available upon request from the Foundation and available from the Kansas Secretary of State. The Foundation's financial are available upon request and also available on third party websites.”

Filing and Contact Details

Filer

Filer Name
Usher Mansion Historical Foundation
EIN
48-0874420
Phone
5137636748
Address
1223 N Rock Road Suite E200, Wichita, KS 67206

Signing Officer

Name
MD Michaelis
Title
Treasurer
Signed
2022-05-19
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Ks
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Manley Burke LPA
Address
225 W Court St, Cincinnati, OH 45202
Preparer
John Christopher
Phone
5137636748
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Loan payment from a related organization recorded as income = -$237167”

Reasonable cause statement

“The Foundation's 2020 Form 990 was filed via paper and on time. However, the Foundation received a notice from the IRS that it is now required to e-file its 990, despite prior instructions from an IRS agent that paper filing was still available to smaller organizations, such as the Foundation. The Foundation is now e-filing its 990 to comply with current e-filing requirements. The 990 was filed on time, but is now being filed late due to reasonable cause and not willful neglect.”

Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0Promote 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 Foundation was organized to maintain and restore the John Palmer Usher House located at 1425 Tennessee St, Lawrence, KS, which is on the National Register of Historic Places.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Current Year Facts and Circumstances: Part II, Section C, Line 17a, Facts and Circumstances Test: In a determination letter issued by the Internal Revenue Service, the Usher Mansion Historical Foundation (UMHF) was determined to be a publicly supported organization based upon the facts and circumstances analysis prescribed under Treasury Regulations. UMHF continues to satisfy the "facts and circumstances" analysis prescribed under Treasury Regulations ("Regs") 1.170A-9(f)(3). Attraction of Public Support:UMHF continues to conduct an ongoing fundraising program, which has resulted in contributions being received from a wide variety of sources. In 2014-2015 UMHF held a robust fundraising campaign, which was quite successful Due to the success, contribution amounts have been more limited during the last five tax years. UMHF continues to seek funding sources, both those who have contributed in the past and potential new sources of support. Thus, satisfying Regs. 1.170A-9(f)(3)(ii). Ten-Percent Support Limitation: UMHF has always received in excess of 10% of its total support via public support. In fact, UMHF has consistently met the 33 1/3 percent support test throughout its existence. Furthermore, UMHF's investment income has increased recently due to the robust fundraising campaign in 2014-2015. These funds were originally contributed by the general public. Thus, while investment income has increased, the source of the funds is still via the general public, satisfying Regs. 1.170A-9(f)(3)(i). Participation of the General Public. UMHF's mission is to promote the appreciation of history through the ongoing preservation and restoration of a historically and architecturally significant building and making it available for public viewing. UMHF was organized to maintain and restore the John Palmer Usher House located at 1425 Tennessee St, Lawrence, KS, which is on the National Register of Historic Places. UMHF makes the house available to the public for viewing in furtherance of its mission, as discussed in Regs. 1.170A-9(f)(3)(iii)(D).
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Limited business occurs during the Foundation's meetings due to the Foundation's limited mission. Thus, meetings are informal and infrequent.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each officer and director of the Foundation is provided a draft copy of the Foundation's Form 990 for their review and commentary before filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation's governing documents are available upon request from the Foundation and available from the Kansas Secretary of State. The Foundation's financial are available upon request and also available on third party websites.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Loan payment from a related organization recorded as income = -$237167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Foundation's 2020 Form 990 was filed via paper and on time. However, the Foundation received a notice from the IRS that it is now required to e-file its 990, despite prior instructions from an IRS agent that paper filing was still available to smaller organizations, such as the Foundation. The Foundation is now e-filing its 990 to comply with current e-filing requirements. The 990 was filed on time, but is now being filed late due to reasonable cause and not willful neglect.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Reasonable cause statement
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0237167
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Actual
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Alpha Nu Beta Theta Pi House Association
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ReasonableCauseExplanation/ExplanationTxt0The Foundation's 2020 Form 990 was filed via paper and on time. However, the Foundation received a notice from the IRS that it is now required to e-file its 990, despite prior instructions from an IRS agent that paper filing was still available to smaller organizations, such as the Foundation. The Foundation is now e-filing its 990 to comply with current e-filing requirements. The 990 was filed on time, but is now being filed late due to reasonable cause and not willful neglect.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-19
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ReturnHeader/Filer/PhoneNum05137636748
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ReturnHeader/ReturnTs02022-05-19T12:17:38-07:00
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ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,195,849
Liabilities
$0
Net assets
$1,195,849
Revenue
$253,205
Expenses
$856
Net income
$252,349
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.35$0.05$1.30$0.05$0.00$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.25$0.10$0.00$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.04$0.00$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.10$0.00$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.25$0.00$0.25
2020Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.25$0.00$0.25
2019Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.17$0.00$0.17
2018Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$1.04$1.10$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.44$0.24$0.20
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01$0.01$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.01$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.02
2012Summary only. Only limited summary data is available for this year.$0.02$0.00$0.02$0.01$0.03$0.02
2011Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00