ATLANTA HISTORICAL SOCIETY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ATLANTA HISTORICAL SOCIETY INC (EIN 58-0566162)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-08
- IRS object ID
- 202210679349301421
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-08T16:40:53-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 17TH STREET NW SUITE 1600 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30363 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATLANTA HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFF RUTLEDGE | InCareOfNm |
| Business Name Control | ATLA | BusinessNameControlTxt |
| Phone | 4048144020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F SHEFFIELD HALE | PersonNm |
| Person Title | CEO/PRESIDENT | PersonTitleTxt |
| Phone | 4048144000 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | F shefield | PersonFirstNm |
| Person Last | hale | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC A AZAR | PreparerPersonNm |
| PTIN | P91739349 | PTIN |
| Phone | 4048746244 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | F Sheffield Hale | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,623,604 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ATLANTAHISTORYCENTER.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 179 | TotalEmployeeCnt |
| Total Volunteers | 54 | TotalVolunteersCnt |
| Total Gross UBI | $1,103,702 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,511,706 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,314,349 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,301,424 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $571,149 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,867,137 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,425,535 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,279,067 | PYOtherRevenueAmt |
| CY Other Revenue | $1,517,674 | CYOtherRevenueAmt |
| PY Total Revenue | $12,959,334 | PYTotalRevenueAmt |
| CY Total Revenue | $33,828,707 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,594,797 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,383,228 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $703,178 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,226,108 | PYOtherExpensesAmt |
| CY Other Expenses | $8,751,010 | CYOtherExpensesAmt |
| PY Total Expenses | $14,820,905 | PYTotalExpensesAmt |
| CY Total Expenses | $14,134,238 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,861,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,694,469 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $148,517,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,882,791 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,536,184 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,954,721 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $145,981,067 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $183,928,070 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 which 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 her Pulitzer prize-winning novel Gone with the Wind, along with exhibition galleries, and a | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,737,544 | ExpenseAmt |
| Revenue | $659,299 | RevenueAmt |
| Desc | 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. Most are specially designed to tell the story of a group of people or plant materials that had profound impact on Southeastern history. 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. Smith House 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 people's residence, a reconstructed blacksmith shop and barn, and a 19th century corn crib. The site is presented in the 1860s through interpretation and interactive history for children and adults with heirloom crops, live heirloom breed animals, and crafting demonstrations. 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 Creek/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 76,000 people either on-campus or off-campus throughout the year. This year's admissions and service numbers were less than usual due to the ongoing COVID-19 pandemic, which limited in-person programming and admissions. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,644,613 | ExpenseAmt |
| Revenue | $27,023 | RevenueAmt |
| Desc | Atlanta History Center produces a rich array of interactive, dynamic programs and exhibitions. Community Days, such as Juneteenth, Day of the Dead, 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 take history out into the classroom through presentations and activities. School programs are also offered virtually. School programming served over 14,000 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 50 author talks at both campuses and online focus on a variety of genres, including biography, history, historical fiction, bestselling 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,382,157 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 179 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF RUTLEDGE | PersonNm |
| Phone | 4048144000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST PACES FERRY ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| Frank Hale | ||||||||
| President/CEO | 40.0 | 0.0 | Yes (X) | $231,230 | $0 | $24,424 | ||
| Guy Carriere | ||||||||
| COO | 40.0 | 0.0 | Yes (X) | $158,177 | $0 | $30,099 | ||
| Kate Whitman | ||||||||
| VP Author Programs | 40.0 | 0.0 | $113,157 | $0 | $16,013 | Yes (X) | ||
| Micahel Rose | ||||||||
| Chief Mission Officer | 40.0 | 0.0 | Yes (X) | $118,329 | $0 | $10,608 | ||
| Jeffrey Rutledge | ||||||||
| VP Finance and Information Tec | 40.0 | 0.0 | Yes (X) | $92,215 | $0 | $21,267 | ||
| Jill Campbell | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Beverly M DuBose III | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Allison Dukes | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Ernest Greer | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Jocelyn Hunter | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Abby Irby | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Chloe Barzey | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Trudy Kremer | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Will Skeean | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Louise Allen Moore | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Angie Mosier | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Allen Nance | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Howard D Palefsky | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Kathleen Rollins | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Teya Ryan | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| John Shlesinger | ||||||||
| Trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| rodney bullard | ||||||||
| trustee | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $713,108 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $102,411 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| able services | |||||
| 492 new hope rd | LAWRENCEVILLE | GA | 30046 | facilities maint | $578,116 |
| Fascinate llc | |||||
| 3200 n berkley lake rd | DULUTH | GA | 30096 | exhibition creation | $503,395 |
| LEAPFROG SERVICES | |||||
| 1190 W DRUID HILLS DRIVE | ATLANTA | GA | 30329 | it consulting | $353,278 |
| allied universal security | |||||
| 1438 w peachtree st ne 100th | ATLANTA | GA | 30309 | SECURITY SERVICES | $353,032 |
| if then | |||||
| 150 interstate north parkway se | ATLANTA | GA | 30339 | website redesign | $175,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Membership Dues | $316,822 | MembershipDuesAmt |
| Fundraising | $146,700 | FundraisingAmt |
| Government Grants | $1,132,088 | GovernmentGrantsAmt |
| All Other Contributions | $6,718,739 | AllOtherContributionsAmt |
| Noncash Contributions | $1,707,561 | NoncashContributionsAmt |
| Total Contributions | $8,314,349 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 900099 | $544,126 | $544,126 |
| FEES FOR SEMINARS | 900099 | $27,023 | $27,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $571,149 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,987,683 | TotalRevenueColumnAmt |
| Exclusion | $1,987,683 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,007,026 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $122,334 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $884,692 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $884,692 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $737,918 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,774 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,937,852 | SecuritiesAmt |
| Other | $17,000,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $500,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,937,852 | SecuritiesAmt |
| Other | $16,500,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,437,852 | TotalRevenueColumnAmt |
| Exclusion | $21,437,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,250 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $146,700 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,450 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,200 | TotalRevenueColumnAmt |
| Exclusion | -$21,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $667,122 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $143,113 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,009 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $365,784 | UnrelatedBusinessRevenueAmt |
| Exclusion | $158,225 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $130,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130,173 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $130,173 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,828,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $701,322 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,103,702 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,709,334 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,633 | TotalAmt |
| Program Services | $324,307 | ProgramServicesAmt |
| Management And General | $479,551 | ManagementAndGeneralAmt |
| Fundraising | $180,775 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,561,094 | TotalAmt |
| Program Services | $2,380,475 | ProgramServicesAmt |
| Management And General | $839,620 | ManagementAndGeneralAmt |
| Fundraising | $340,999 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,761 | TotalAmt |
| Program Services | $43,648 | ProgramServicesAmt |
| Management And General | $19,920 | ManagementAndGeneralAmt |
| Fundraising | $21,193 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,942 | TotalAmt |
| Program Services | $303,530 | ProgramServicesAmt |
| Management And General | $131,098 | ManagementAndGeneralAmt |
| Fundraising | $42,314 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,798 | TotalAmt |
| Program Services | $177,035 | ProgramServicesAmt |
| Management And General | $75,486 | ManagementAndGeneralAmt |
| Fundraising | $23,277 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,454 | TotalAmt |
| Management And General | $93,454 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,700 | TotalAmt |
| Management And General | $76,700 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,645 | TotalAmt |
| Management And General | $524,645 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,002 | TotalAmt |
| Program Services | $400,993 | ProgramServicesAmt |
| Management And General | $15,293 | ManagementAndGeneralAmt |
| Fundraising | $4,716 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,719 | TotalAmt |
| Program Services | $30,312 | ProgramServicesAmt |
| Management And General | $41,407 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,130 | TotalAmt |
| Program Services | $170,379 | ProgramServicesAmt |
| Management And General | $145,359 | ManagementAndGeneralAmt |
| Fundraising | $14,392 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,861 | TotalAmt |
| Program Services | $360,165 | ProgramServicesAmt |
| Management And General | $308,910 | ManagementAndGeneralAmt |
| Fundraising | $62,786 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,329,305 | TotalAmt |
| Program Services | $2,273,083 | ProgramServicesAmt |
| Management And General | $46,927 | ManagementAndGeneralAmt |
| Fundraising | $9,295 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,060 | TotalAmt |
| Program Services | $3,060 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987 | TotalAmt |
| Program Services | $987 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164 | TotalAmt |
| Management And General | $164 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,599,186 | TotalAmt |
| Program Services | $3,455,219 | ProgramServicesAmt |
| Management And General | $143,967 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,809 | TotalAmt |
| Program Services | $134,905 | ProgramServicesAmt |
| Management And General | $24,904 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EXHIBITIONS AND COLLECTIONS | $281,176 | $259,900 | $21,276 | |
| PRINTING | $72,561 | $33,143 | $39,418 | |
| SUBSCRIPTIONS AND DUES | $28,204 | $11,582 | $14,356 | $2,266 |
| POSTAGE | $17,047 | $9,434 | $6,448 | $1,165 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,134,238 | TotalAmt |
| Program Services | $10,382,157 | ProgramServicesAmt |
| Management And General | $3,048,903 | ManagementAndGeneralAmt |
| Fundraising | $703,178 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,589,327 | BOYAmt |
| EOY | $7,298,687 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,918,728 | BOYAmt |
| EOY | $1,051,858 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,878,085 | BOYAmt |
| EOY | $2,485,912 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,431 | BOYAmt |
| EOY | $50,372 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,000,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,194 | BOYAmt |
| EOY | $148,862 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,736 | BOYAmt |
| EOY | $516,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $90,648,188 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,383,086 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,243,690 | BOYAmt |
| EOY | $54,265,102 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,690,725 | BOYAmt |
| EOY | $77,615,170 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,369,525 | BOYAmt |
| EOY | $12,495,940 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,970,810 | BOYAmt |
| EOY | $15,954,619 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,517,251 | BOYAmt |
| EOY | $186,882,791 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,225,625 | BOYAmt |
| EOY | $1,417,616 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,559 | BOYAmt |
| EOY | $1,537,105 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,536,184 | BOYAmt |
| EOY | $2,954,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,041,113 | BOYAmt |
| EOY | $121,434,537 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,939,954 | BOYAmt |
| EOY | $62,493,533 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,981,067 | BOYAmt |
| EOY | $183,928,070 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,517,251 | BOYAmt |
| EOY | $186,882,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,694,469 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,257,534 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$5,000 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,919,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,290,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,162,231 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,511,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,314,349 | CurrentTaxYearAmt |
| Total | $35,197,820 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,919,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,290,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,162,231 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,511,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,314,349 | CurrentTaxYearAmt |
| Total | $35,197,820 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,956,906 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,240,914 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,741,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,254,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,203,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,516,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,256,791 | CurrentTaxYearAmt |
| Total | $10,972,822 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $479,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,414 | CurrentTaxYearMinus2YearsAmt |
| Total | $557,754 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,728,396 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,987,891 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56156 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49857 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,527,248 | BeginningYearBalanceAmt |
| Contributions | $4,449,049 | ContributionsAmt |
| Investment Earnings Or Losses | $21,666,069 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,809,045 | OtherExpendituresAmt |
| Administrative Expenses | $370,853 | AdministrativeExpensesAmt |
| End Year Balance | $90,462,468 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,025,971 | BeginningYearBalanceAmt |
| Contributions | $365,447 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,920,666 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,594,050 | OtherExpendituresAmt |
| Administrative Expenses | $349,454 | AdministrativeExpensesAmt |
| End Year Balance | $68,527,248 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,502,198 | BeginningYearBalanceAmt |
| Contributions | $1,233,750 | ContributionsAmt |
| Investment Earnings Or Losses | $2,903,584 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,267,589 | OtherExpendituresAmt |
| Administrative Expenses | $345,972 | AdministrativeExpensesAmt |
| End Year Balance | $74,025,971 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,708,155 | BeginningYearBalanceAmt |
| Contributions | $3,751,435 | ContributionsAmt |
| Investment Earnings Or Losses | $5,485,969 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,091,496 | OtherExpendituresAmt |
| Administrative Expenses | $351,865 | AdministrativeExpensesAmt |
| End Year Balance | $74,502,198 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,122,273 | BeginningYearBalanceAmt |
| Contributions | $4,235,222 | ContributionsAmt |
| Investment Earnings Or Losses | $9,471,079 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,792,521 | OtherExpendituresAmt |
| Administrative Expenses | $327,898 | AdministrativeExpensesAmt |
| End Year Balance | $69,708,155 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.57620 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20430 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21950 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,130,565 | OtherCostOrOtherBasisAmt |
| Book Value | $3,130,565 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $58,710,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,630,695 | DepreciationAmt |
| Book Value | $36,079,809 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,423,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,797,070 | DepreciationAmt |
| Book Value | $3,626,231 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,862,046 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,016,792 | DepreciationAmt |
| Book Value | $845,254 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,521,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,938,529 | DepreciationAmt |
| Book Value | $10,583,243 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $54,265,102 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $12,495,940 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,495,940 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| THORNTON TRUST | $6,684,369 |
| WHITAKER CRUT | $6,264,345 |
| SCHUTZE TRUST | $2,787,905 |
| AIKEN TRUST | $218,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,954,619 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,744,008 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $18,257,534 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $14,170 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $29,450 | OtherRevenueAmt |
| Revenue Not Reported | $18,301,154 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,442,854 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $370,853 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $15,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $385,853 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,828,707 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,797,005 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $14,170 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $29,450 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $43,620 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,753,385 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $370,853 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $380,853 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,134,238 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2021 and 2020, approximately $107,000 and $527,000 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 | ($29,450) fundraising expenses FORM 990, SCHEDULE D, PART XI, LINE 4b $5,000 bad debt from prior year $10,000 bad debt included in revenue for audit purposes FORM 990, SCHEDULE D, PART XII, LINE 2D ($29,450) fundraising expenses FORM 990, SCHEDULE D, PART XII, LINE 4b $10,000 bad debt included in revenue for audit purposes |
| asc-740-10 footnote | The Subsidiary is 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 2021 or 2020. 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, 2018. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $9,428,440 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $9,428,440 | SubtotalSpentAmt |
| Total Spent | $9,428,440 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | part IV question 3 | FormAndLineReferenceDesc |
| Explanation | ATLANTA HISTORICAL SOCIETY IS INVESTED IN A FOREIGN CORPORATION BUT THE INVESTMENT IS LESS THAN REPORTING REQUIREMENTS FOR FORM 5471. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COXE CURRY ASSOCIATES | PersonNm |
| Activity | STRATEGIC GUIDANCE | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | swan house ball | Event1Nm |
| Gross Receipts Event1 | $154,950 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $146,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,250 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $29,450 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $154,950 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $146,700 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,250 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $29,450 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,450 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,200 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II | FormAndLineReferenceDesc |
| Explanation | Swan House Ball information Due to the COVID-19 pandemic, Atlanta History Center postponed the Swan House Ball originally scheduled for April 2020 to fall 2021. Revenue from the 2020 Ball was applied to Fiscal Year 2020, though contributions made will also be credited towards admission to the 2021 Ball. Funders who desired to show further support were given the opportunity to make an additional contribution. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Frank Hale | ||||||||||||||
| President/CEO | $231,230 | $0 | $0 | $0 | $0 | $0 | $4,722 | $0 | $20,267 | $0 | $256,219 | $0 | $0 | $0 |
| Guy Carriere | ||||||||||||||
| COO | $158,177 | $0 | $0 | $0 | $0 | $0 | $3,441 | $0 | $27,166 | $0 | $188,784 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4a | FormAndLineReferenceDesc |
| Explanation | ATLANTA HISTORICAL SOCIETY PAID Kate Whitman A SEVERANCE OF $30,073 DURING CALENDAR YEAR 2020. 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 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 $250,000, 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 $50,000. PART I, LINE 7 Bonus payments are awarded and determined by meeting goals set forth in annual performance reviews. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 50 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,702,515 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ARCHIVAL RECORDS | 176 | $0 | N/A |
| Yes (X) | REFERENCE MATERIALS | 2 | $0 | N/A |
| Yes (X) | misc donations | 2 | $5,046 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 and 25 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 http://www.atlantahistorycenter.com/about-us/history/governance-finance FORM 990, PART VIII, LINE 1e PAYCHECK PROTECTION PROGRAM LOANS In April 2020, the Organization obtained a Small Business Administration ("SBA") loan under the Paycheck Protection Program ("PPP") totaling $1,108,973. The PPP loan bears interest at 1 and beginning in December 2020, requires monthly payments of principal and interest through May 2022, at which time the outstanding balance is due in full. During fiscal year 2021 the Organization applied with its lending institution for the PPP loan proceeds to be forgiven and recognized the proceeds as revenue as the funds were used as of June 30, 2020 to cover certain payroll and other expenses as defined by the CARES Act and the PPPFA. The Organization was notified in fiscal year 2021 that the SBA approved its application for complete loan forgiveness. In March 2021, the Organization obtained a second SBA loan under the PPP in the amount of $1,109,088. 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 forgives. 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. 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. |
| FORM 990, part x, line 7 | In November 2020, the Organization sold property to a third party for a total of $17,000,000. In conjunction with this sale, the Organization issued a note receivable to the third party for $15,000,000. This note receivable bears interest at 2.00 per annum, with an annual escalation of 0.25 until the interest rate reaches 3.00, where it will remain until maturity. Unpaid principal and accrued interest are payable in full at the earlier of November 16, 2027, or the date in which the third party commences demolition on the existing property. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| MMHAHS LLC | |||||||||
| 130 WEST PACES FERRY ROAD | ATLANTA | GA | 30305 | 580566162 | MUSEUM | GA | $388,804 | $19,439,391 | NA |
| made by us llc | |||||||||
| 130 WEST PACES FERRY ROAD | atlanta | GA | 30305 | 580566162 | civic engage | GA | $56,000 | $0 | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THORTON-VENABLE CHARITABLE TRUST | |||||||||||
| SUNTRUST BANK FOUNDATIONS ENDOWME | ATLANTA | GA | 30302 | INVESTMENT | GA | NA | TRUST | $1,568,053 | $6,684,369 | 0.25000 | false |
| PT SCHUTZE ENDOWMENT FUND | |||||||||||
| 50 HURT PLAZA STE 449 | ATLANTA | GA | 30303 | INVESTMENT | GA | NA | TRUST | $637,417 | $2,787,905 | 1.00000 | false |
| LUCY RUCKER AIKEN FUND | |||||||||||
| 50 HURT PLAZA STE 449 | ATLANTA | GA | 30303 | INVESTMENT | GA | NA | TRUST | $0 | $218,000 | 1.00000 | false |
| MARY ANN AND LLOYD T WHITAKER CRUT | |||||||||||
| 130 WEST PACES FERRY ROAD | ATLANTA | GA | 30305 | INVESTMENT | GA | NA | TRUST | $0 | $6,264,345 | 1.00000 | false |