2023-05-15T07:28:11-05:00 2022-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2021-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC % JEFF RUTLEDGE ATLA 4048144020 130 WEST PACES FERRY ROAD ATLANTA GA 30305 F sheffield hale CEO/PRESIDENT 4048144000 2023-05-15 true F sheffield hale 999009999 MARC A AZAR P91739349 4048746244 2023-05-15 2 2021 2023-04-26 12:10:37Z F Sheffield Hale 130 WEST PACES FERRY ROAD ATLANTA GA 30305 23494450 false X WWW.ATLANTAHISTORYCENTER.COM X 1926 GA The organization's primary purpose is to collect, preserve, and disseminate information about atlanta, georgia and its environs in order to connect people, history, and culture. 17 17 131 68 2637259 0 8159399 6938046 571149 907395 23425535 12018296 1657624 2802074 33813707 22665811 0 0 0 0 5383228 5647588 0 0 1113019 8736010 9782579 14119238 15430167 19694469 7235644 186882791 165876329 2954721 2625775 183928070 163250554 X Atlanta History Center seeks to connect people, history, and culture to build a stronger community. Through exhibitions, collections, historic houses, gardens, archives, educational school tours, public programs, and digital and virtual programs and content, we encourage our constituents to consider our shared past in a dynamic context, providing opportunities for broader perspective. Atlanta History Center-Buckhead is comprised of the Atlanta History Museum, which is one of the largest history museums in the country and features signature, temporary, and traveling exhibitions; Goizueta Gardens including 33 acres of curated gardens, woodlands, and trails; three historic houses and associated buildings: Swan House, Smith Farm, and Wood Cabin; and Kenan Research Center. Atlanta History Center-Midtown includes Margaret Mitchell House, which contains the apartment where Margaret Mitchell wrote Gone with the Wind, along with exhibition galleries; and Commercial Row, which contains a tempora false false 8913206 190708 Atlanta History Center consists of a 33-acre campus in Buckhead that includes the Atlanta History Museum, Goizueta Gardens, Kenan Research Center, and three historic houses, and Atlanta History Center-Midtown, which includes the Margaret Mitchell House, exhibition space, and event space. Atlanta History Museum is one of the largest history museums in the country. Through signature, temporary, and traveling exhibitions, visitors can explore the history of Atlanta and the southeast from the land's original inhabitants until the present day. The museum also includes the fully-restored The Battle of Atlanta cyclorama painting in the multimedia experience Cyclorama: The Big Picture. All exhibitions and digital content are supported by the museum collections. The museum artifact collections are particularly strong in American Civil War and Reconstruction, Atlanta businesses and home life, period furniture and decorative arts, and a significant collection of fashion and textiles. The living collections of the Atlanta History Center are presented throughout Goizueta Gardens, containing 9 distinct thematic gardens: Gilbert Quarry Garden, Smith Farm gardens, Swan House Garden, Swan Woods, Sims Asian Garden, Rhododendron Garden, Olguita's Garden, Veterans Park, and the Entrance Gardens. For people looking to conduct research, Kenan Research Center at Atlanta History Center is a free public archives and special collections library offering a multitude of resources for the study of Atlanta and Southern regional history and culture. Dedicated collections include decorative arts, Southern architecture, genealogy, military history, railroads, and southern gardens. Copies of historic photographs, prints, and other archival materials can be purchased through Kenan Research Center. The historic houses provide unique and interactive access points to history, and include Smith Farm, Swan House, Wood Cabin, and Margaret Mitchell House. The Smith farmhouse (listed on the National Register as the Tullie Smith farmhouse), Swan House, and Margaret Mitchell House (listed on the National Register as Crescent Apartments) are listed on the National Register of Historic Places. The Smith Farmhouse and detached kitchen were built in the 1840s. The site also includes relocated structures and replicas of other likely structures including a cabin interpreted as an enslaved persons residence, a reconstructed blacksmith shop and barn, and a 19th century corn crib. The site is presented in the 1860s through interpretation for children and adults with heirloom crops and live heirloom breed animals. The 1928 Swan House, designed by Atlanta architect Philip Trammell Shutze, provides a glimpse into the lives of those who lived and worked in the mansion during the 1930s. The 1840s Wood Cabin helps visitors learn about the lives of white settlers in the southeastern United States and first contact with Native Americans, including the Muskogee people. Margaret Mitchell House is located in the heart of midtown at Atlanta History Center Midtown. The house features the apartment where Margaret Mitchell wrote Gone with the Wind. The building also includes other exhibition galleries. The campus includes a separate building called Commercial Row, a refurbished historic retail space that serves as an event space used for author programs, gallery installations, and private events. Atlanta History Center served more than 75,000 people either on-campus or off-campus throughout the year. 2881056 936703 Atlanta History Center produces a rich array of interactive, dynamic programs and exhibitions. Community Days, such as Juneteenth and Martin Luther King Jr. Day, activate our entire 33-acre campus with museum theatre performances, educational simulations, guest lectures, historical crafting demonstrations, and opportunities for children and adults to experience history firsthand, while also including digital and virtual components. Atlanta History Center also hosts a Fulton County University of Georgia 4-H Extension Office and the StoryCorps Atlanta recording studio through onsite partnerships, which allows those institutions to further their complementary missions and increase awareness of Atlanta History Center and our mission. Our school tours take schoolchildren through interactive experiences to help them learn about civil rights, the Civil War, Native Americans, and Georgia farm life, while school outreach programs and Travel Trunks take history out into the classroom through presentations and activities. School programs are also offered virtually. School programming served over 28,000 children this year. Toddler programs, summer camps, and Homeschool Days bring engaging, interactive fun to learning about history. For adults, Author Talks bring engaging speakers to Atlanta, virtually and in person. Each year, more than 48 author talks at both campuses and online focus on a variety of genres, including biography, history, memoir, cooking, historical fiction, literary fiction, and more. Thousands of people attend these talks each year. Each program includes time for a question and answer session as well as a book signing with the author at in-person events. 11794262 true true false false false false false true false true true true false true false true false true false false true false false false true false false false false true false false false false false false false false true true false false true true false false false true 54 0 true 131 true true true true BD false false false true true false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true true true true GA X X JEFF RUTLEDGE 4048144000 130 WEST PACES FERRY ROAD ATLANTA GA 30305 X Frank Hale President/CEO 40.0 0.0 X 472485 0 87876 Guy Carriere COO 40.0 0.0 X 235680 0 34557 Michael Rose Chief Mission Officer 40.0 0.0 X 132855 0 10513 Jeffrey Rutledge VP Finance and Information Tec 40.0 0.0 X 115123 0 15141 Jessica VanLanduyt Senior VP Guest Experiences 40.0 0.0 X 108474 0 20802 Susana Corripio VP of Sales and Operations 40.0 0.0 X 100519 0 26329 John McQuigg VP of Properties 40.0 0.0 X 106645 0 20085 Howard Palefsky Chair 1.0 0.0 X 0 0 0 Bill Peard Vice Chair 1.0 0.0 X 0 0 0 Jill Campbell Treasurer 1.0 0.0 X 0 0 0 Trudy Kremer Secretary 1.0 0.0 X 0 0 0 Chloe Barzey Trustee 1.0 0.0 X 0 0 0 Rodney Bullard Trustee 1.0 0.0 X 0 0 0 Bo DuBose Trustee 1.0 0.0 X 0 0 0 Allison Dukes Trustee 1.0 0.0 X 0 0 0 Michael Golden Trustee 1.0 0.0 X 0 0 0 Ernest Greer Trustee 1.0 0.0 X 0 0 0 Jocelyn Hunter Trustee 1.0 0.0 X 0 0 0 Abby Irby Trustee 1.0 0.0 X 0 0 0 Louise Allen Moore Trustee 1.0 0.0 X 0 0 0 Angie Mosier trustee 1.0 0.0 X 0 0 0 Sandra Hall Mulrain Trustee 1.0 0.0 X 0 0 0 Allen Nance Trustee 1.0 0.0 X 0 0 0 Kathleen Rollins Trustee 1.0 0.0 X 0 0 0 Teya Ryan Trustee 1.0 0.0 X 0 0 0 Sachin Shailendra Trustee 1.0 0.0 X 0 0 0 John Shlesinger Trustee 1.0 0.0 X 0 0 0 Will Skeean Trustee 1.0 0.0 X 0 0 0 1271781 0 215303 7 false true false able services 492 new hope rd LAWRENCEVILLE GA 30046 facilities maintenan 794764 LEAPFROG SERVICES 1190 W DRUID HILLS DRIVE ATLANTA GA 30329 it consulting 332728 allied universal security 1438 w peachtree st ne 100th ATLANTA GA 30309 SECURITY SERVICES 293545 Communications Entertainment 1820 Briarwood Industrial CT NE ATLANTA GA 30329 IT Services 160070 Landscapes of the South 3760 Sixes Road Suite 126-149 CANTON GA 30114 Facilities Maintenan 115854 5 X 274245 939599 1929079 3795123 76930 6938046 ADMISSIONS 900099 822913 822913 FEES FOR SEMINARS 900099 84482 84482 907395 2326427 2326427 0 0 1656080 17328 1638752 0 1638752 1435902 202850 8559369 1132500 8559369 1132500 9691869 9691869 56700 939599 543627 -486927 -486927 0 0 0 1697918 267684 1430234 1201357 228877 MANAGEMENT FEES 541610 220015 220015 220015 22665811 1127410 2637259 11963096 0 0 0 0 1305670 522268 261134 522268 0 3598108 2649445 623462 325201 47874 33761 7061 7052 404151 254226 86573 63352 291785 188549 69782 33454 0 46636 46636 71900 71900 0 0 422182 422182 111852 36261 75591 262285 128050 134235 787984 522206 202319 63459 750891 436654 226038 88199 0 2687516 2656721 25850 4945 20558 19360 1198 0 4573 4221 352 0 0 3860129 3705724 154405 160768 137168 23600 EXHIBITIONS AND COLLECTIONS 339482 339482 PRINTING 195820 137888 57932 SUBSCRIPTIONS AND DUES 39772 12962 24032 2778 POSTAGE 20231 9316 8604 2311 15430167 11794262 2522886 1113019 X 7298687 10084334 1051858 1092705 2485912 1982734 50372 137421 0 0 0 0 15000000 15000000 148862 167661 516269 330133 91698826 40243216 54265102 51455610 77615170 71929515 12495940 0 0 0 0 0 15954619 13696216 186882791 165876329 1417616 1251711 0 0 1537105 1374064 0 0 0 0 0 0 0 0 0 0 0 0 2954721 2625775 X 121434537 107153765 62493533 56096789 183928070 163250554 186882791 165876329 7235644 -27880960 -32200 X false true X true false X 10290412 5162231 7511706 8159399 6938048 38061796 0 0 10290412 5162231 7511706 8159399 6938048 38061796 9156432 28905364 2254041 2203923 2516120 2256791 2546605 11777480 58975 19414 78389 0 49917665 11413606 0.57906 0.56010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 90462467 1388072 -15432776 3768861 327182 72321720 68527248 4449049 21666069 3809045 370853 90462468 74025971 365447 -1920666 3594050 349454 68527248 74502198 1233750 2903584 4267589 345972 74025971 69708155 3751435 5485969 4091496 351865 74502198 0.56000 0.27000 0.17000 true false 3130564 3130564 59299518 24241949 35057569 5505758 2143459 3362299 2975975 2218991 756984 20787011 11638817 9148194 51455610 THORNTON TRUST 5549964 WHITAKER CRUT 5479649 SCHUTZE TRUST 2448603 AIKEN TRUST 218000 13696216 0 0 X -4998203 -27880959 500 543627 -27336832 22338629 327182 327182 22665811 15679312 500 32200 543627 576327 15102985 327182 327182 15430167 FORM 990, SCHEDULE D, PART III, LINE 1A THE ORGANIZATION'S HISTORICAL BUILDINGS AND COLLECTIONS ARE ESSENTIAL IN ENABLING THE ORGANIZATION TO FULFILL ITS MISSION AND PURPOSE. THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE REGULARLY PERFORMED. THE ORGANIZATION CARRIES ITS HISTORICAL BUILDINGS AND COLLECTIONS AT NO VALUE. THE COST OF PURCHASED HISTORICAL BUILDINGS OR COLLECTIONS IS REPORTED AS AN EXPENSE. CONTRIBUTED HISTORICAL BUILDINGS OR COLLECTIONS ARE NOT VALUED. DURING 2022 AND 2021, APPROXIMATELY $131,000 AND $107,000 respectively, WAS CHARGED TO ORGANIZATION, ARCHIVAL, MUSEUM, AND HORTICULTURAL COLLECTIONS FOR THE PURCHASE OF HISTORICAL COLLECTIONS. BETTERMENTS AND IMPROVEMENTS TO HISTORICAL BUILDINGS ARE CAPITALIZED AND CARRIED AT COST. EXCEPT FOR BETTERMENTS AND IMPROVEMENTS TO HISTORICAL BUILDINGS, EXPENDITURES FOR RESTORATION, STABILIZATION AND RECONSTRUCTION ARE CHARGED TO EXPENSE WHEN INCURRED. FORM 990, SCHEDULE D, PART III, LINE 4 THE ORGANIZATION'S PRIMARY PURPOSE IS TO COLLECT, PRESERVE, AND DISSEMINATE INFORMATION ABOUT ATLANTA, GEORGIA AND ITS ENVIRONS IN ORDER TO CONNECT PEOPLE, HISTORY, AND CULTURE. THE ATLANTA HISTORICAL SOCIETY THROUGH ITS COLLECTIONS, FACILITIES, PROGRAMS, EXHIBITIONS, AND PUBLICATIONS PRESERVES AND INTERPRETS HISTORICAL SUBJECTS PERTAINING TO ATLANTA AND ITS ENVIRONS AND OF INTEREST TO ATLANTA'S DIVERSE AUDIENCES. FORM 990, SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS OF THE ATLANTA HISTORICAL SOCIETY ARE USED TO SUPPORT THE ANNUAL EXPENSE INCURRED TO ACHIEVE THE ORGANIZATION'S MISSION AND VISION AND TO FUND THE EXPENSES AND ACTIVITIES AS PROSCRIBED BY THE DONOR DESIGNATED RESTRICTIONS. FORM 990, SCHEDULE D, PART XI, LINE 2D ($543,627) FUNDRAISING EXPENSES FORM 990, SCHEDULE D, PART XII, LINE 2D ($543,627) FUNDRAISING EXPENSES asc-740-10 footnote The Subsidiaries are treated as a partnership for federal and state income tax purposes. Since the Society is the sole member of the Subsidiary, all income, losses and tax credits from the Subsidiary's activities are reported on the Society's income tax returns. The Society qualifies as a tax-exempt organization as described in Internal Revenue Code Section 501 (c) (3). Income from certain activities not directly related to the Organization's tax exempt purpose is subject to taxation as unrelated business income. In the opinion of management, the Society had no significant taxable unrelated business income during 2022 or 2021. Additionally, in the opinion of management, the activities of the Subsidiary are not subject to unrelated business taxable income. Accordingly, no provision or benefit for income taxes has been recorded in the accompanying consolidated financial statements. The Organization annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Organization takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Organization is subject to examination by the federal and state taxing authorities. In general, the Organization is no longer subject to tax examinations for the years ending before June 30, 2019. Central America and the Caribbean 0 0 Investments 9864984 0 0 0 0 9864984 9864984 false false true false false false part IV question 3 ATLANTA HISTORICAL SOCIETY IS INVESTED IN A FOREIGN CORPORATION BUT THE INVESTMENT IS LESS THAN REPORTING REQUIREMENTS FOR FORM 5471. Swan House Ball 996299 939599 56700 119231 13850 410546 0 996299 939599 56700 119231 13850 410546 543627 -486927 X X X X X false true false false false false false true false Frank Hale President/CEO 297485 175000 0 66120 22315 560920 0 Guy Carriere COO 175680 60000 0 3795 31304 270779 0 PART I, LINE 4B ON JANUARY 3, 2017, THE ATLANTA HISTORICAL SOCIETY, INC. ENTERED INTO A BOARD APPROVED RETENTION PLAN FOR THE BENEFIT OF THEIR CHIEF EXECUTIVE OFFICER, FRANK SHEFFIELD HALE. MR. HALE VESTED IN THE PLAN UPON COMPLETION OF 5 YEARS OF SERVICE FROM THE DATE OF THE AGREEMENT. THE PAYMENT FOR THE PLAN WAS A LUMP SUM AMOUNT OF $250,000 in January 2022, SUBJECT TO APPROPRIATE TAX WITHHOLDING. On January 17, 2022, The Atlanta Historical Society, Inc. entered into a Board approved Retention Plan for the benefit of their Chief Executive Officer, Frank Sheffield Hale. Mr. Hale will vest in the plan upon completion of 5 years of service from the date of the agreement. The payment for the plan is a lump sum amount of $300,000, subject to appropriate tax withholding. Mr. Hale will receive the payment upon completing 5 years of service from the date of the agreement. If Mr. Hale's employment terminates for any reason other than death or disability prior to completion of 5 years of service, he is not entitled to any payouts from the plan. The amount of benefit accrued during the tax year was $60,000. PART I, LINE 7 BONUS PAYMENTS ARE AWARDED AND DETERMINED BY MEETING GOALS SET FORTH IN ANNUAL PERFORMANCE REVIEWS. X 33 75430 FMV X 12 0 N/A X ARCHIVAL RECORDS 161 0 N/A X REFERENCE MATERIALS 2 0 N/A X misc donations 1 1500 FMV 0 false true true SCH M LINE 31 AND 32 ORGANIZATION DID NOT REPORT REVENUES FOR A TYPE OF PROPERTY RECEIVED UNDER SFAS 116, THE ORGANZATION DOES NOT REPORT REVENUES FOR ARTWORK AND COLLECTIONS RECEIVED ON ITS FINANCIAL STATEMENTS AS REPORTED ON LINES 22, 25, and 26 OF SCHEDULE M. NUMBER OF CONTRIBUTIONS THE ORGANIZATION REPORTED THE NUMBER OF CONTRIBUTIONS RECEIVED. SELL NONCASH CONTRIBUTIONS ALL STOCK CONTRIBUTIONS ARE SOLD IMMEDIATELY UPON RECEIPT THROUGH SUNTRUST TRUST DEPARTMENT WHERE STOCK GIFTS ARE RECEIVED. FORM 990, PART VI, LINE 11A THE ATLANTA HISTORICAL SOCIETY STAFF WILL COMPLETE THE PREPARATION OF THE FORM 990. THIS COMPLETED FORM 990 WILL BE PRESENTED TO THE BOARD OF TRUSTEES VIA EMAIL PRIOR TO FILING WITH AMPLE TIME TO ALLOW BOARD FEEDBACK. FORM 990, PART VI, 12C THE ATLANTA HISTORICAL SOCIETY REQUIRES ALL TRUSTEES COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE EACH YEAR. THIS QUESTIONNAIRE IS FIRST REQUESTED AT THE LAST BOARD MEETING OF THE FISCAL YEAR WITH TWO SUBSEQUENT FOLLOW UP ELECTRONIC COMMUNICATIONS REQUESTING THE COMPLETED QUESTIONNAIRES. ANY QUESTIONNAIRES THAT INDICATE ANY CONFLICT OF INTEREST OR RELATED PARTY COMMENTS ARE REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, LINE 15 THE COMPENSATION COMMITTEE OF THE ATLANTA HISTORICAL SOCIETY BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION FOR CEO/PRESIDENT OF THE SOCIETY. AN OUTSIDE HR CONSULTANT PROVIDES A SUMMARY OF COMPENSATION PAID BY COMPARABLE ORGANIZATIONS LOCALLY, REGIONALLY, AND NATIONALLY UTILIZING MOST RECENTLY ACCESSIBLE FORM 990 RECORDS. THE COMPENSATION COMMITTEE SUBMITS ANY COMPENSATION INSTRUCTIONS TO THE SOCIETY'S HUMAN RESOURCES MANAGER FOR PROCESSING AND IMPLEMENTATION. COMPENSATION FOR OTHER OFFICERS AND HIGHLY COMPENSATED STAFF UTILIZES COMPENSATION DATA COLLECTED IN A SIMILAR FASHION TO THE CEO/PRESIDENT COMPENSATION SUMMARY.THE COMPENSATION COMMITTEE APPROVES A RANGE OF COMPENSATION THAT IT DETERMINES TO BE REASONABLE FOR THE DISQUALIFIED PERSONS OTHER THAN THE CEO/PRESIDENT AND DIRECTS THE CEO/PRESIDENT TO SET THE COMPENSATION FOR THE OTHER DISQUALIFIED PERSONS WITHIN THAT RANGE. FORM 990, PART VI, LINE 19 The Atlanta Historical Society makes its Form 990 and audited financial statements available on its own website at https://www.atlantahistorycenter.com/about-us/governance/ FORM 990, PART VIII, LINE 1e PAYCHECK PROTECTION PROGRAM LOANS IN MARCH 2021, THE ORGANIZATION OBTAINED A SECOND SBA LOAN UNDER THE PPP IN THE AMOUNT OF $1,109,087. THE PPP LOAN BEARS INTEREST AT 1% AND MAY REQUIRE REPAYMENT UNDER CERTAIN CIRCUMSTANCES. UNDER THE TERMS OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITIES ACT (THE CARES ACT"), THE ORGANIZATION MAY APPLY FOR PPP LOAN PROCEEDS USED WITHIN A SPECIFIC TIME PERIOD TO BE FORGIVEN WITH THE LENDING INSTITUTION, PROVIDED THE PROCEEDS ARE USED TO COVER CERTAIN PAYROLL AND OTHER EXPENSES AS DEFINED BY THE CARES ACT. INITIAL REPAYMENTS OF THE LOAN AMOUNT ARE DEFERRED UNTIL THE DATE THE SBA REMITS THE LOAN FORGIVENESS FUNDS TO THE LENDING INSTITUTION, OR UNTIL 10 MONTHS AFTER THE END OF THE FORGIVENESS COVERAGE PERIOD IF THE ORGANIZATION DOES NOT APPLY FOR FORGIVENESS. THE ORGANIZATION IS TREATING THE LOAN AS A CONDITIONAL GRANT UNDER ASU 2018-08 AND RECORDED THE ENTIRE PPP LOAN AMOUNT AS REVENUE AS THE ORGANIZATION UTILIZED THE FUNDS FOR ELIGIBLE EXPENSES DURING 2021. ON JULY 1, 2022, THE ORGANIZATION RECEIVED NOTICE THE LOAN HAD BEEN FORGIVEN. 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