2022-08-03T12:07:45-07:00 2021-12-31 990 2021-01-01 320320825 EAST TENNESSEE HISTORICAL SOCIETY INC EAST 8652158824 PO Box 1629 Knoxville TN 379011629 Warren Dockter President/CEO 8652158823 2022-08-03 1 11 1 AAL2 2021 2022-09-23 18:48:47Z Joe E Thompson III 11400 Parkside Dr Ste 200 Knoxville TN 37934 1474733 0 X www.easttnhistory.org X 2010 TN To preserve, interpret and promote the history of Tennessee, with focus on East Tennessee, in order to educate and connect the region, its people, history, culture and heritage. 26 26 15 150 0 0 633288 936859 53110 68423 83060 89410 10617 -5174 780075 1089518 0 0 0 0 391229 501431 24000 24000 137531 542377 488718 957606 1014149 -177531 75369 4699780 4863372 191081 121686 4508699 4741686 The mission of the East Tennessee Historical Society, Inc. (ETHS) is to preserve, interpret and promote the history of East Tennessee, in order to educate and connect the region, its people, history, culture and heritage. ETHS pursues its educational mission through publications, lectures, conferences, school programs, exhibits, collection and preservation of artifacts, and heritage programs such as the First Families of Tennessee and Civil War Families of Tennessee. 0 0 398082 0 32197 ARTIFACTS AND EXHIBITS - ETHS maintains an extensive collection of cultural artifacts, historical documents, and folk art, concentrating on items of historical significance to East TN. In 2021, ETHS spent $42,246 on new purchases and care of the collection, and received gifts valued at $17,550. Its permanent collection is valued at over $2 million, with additional items valued at over $3.9 million on long-term loan. Depreciation and maintenance costs on a $3.5 million signature permanent exhibit completed in 2010 "Voices of the Land: The People of East Tennessee" totaled $151,847. Museum visitors to the permanent exhibit and a temporary exhibit totaled 14,537 in 2021, and generated revenue from admissions of $32,197. The temporary exhibit was "Shaver-An Artist of Rare Merit", featuring the stories of the East Tennesseans whose portraits were captured by Samuel M Shaver (1816-1878), the region's first native-born artist. ETHS extends the life and reach of selected exhibits by making them available to museums, libraries and universities across the region and in other states. ETHS spent $13,458 on temporary exhibits in 2021. ETHS also spent $4,600 to complete a children's gallery funded by a $500,000 grant from the state of TN. The gallery was officially opened August 27, 2021, with a ribbon cutting attended by representatives of ETHS, the Knoxville Chamber, an East Tennessee legislative delegation, Knox County Public Library, and other community partners. 186032 0 5141 EDUCATION - ETHS provides educational programs for the general public (lectures, workshops, family days at the museum, a genealogical series), student programs (at the museum and in classrooms), and teacher programs (variety of professional development offerings with associated materials and resources). In 2021, ETHS provided programs to over 6,879 members of the public, 2,567 students and 603 teachers. About 67% attended programs at ETHS; the rest were off-site. In addition, ETHS provided information and educational opportunities to over 1.3 million persons through its website and E-newsletter. Educational programs introduce students of all ages to East Tennessee's history in fun, hands-on, and interactive ways in which Europeans, African and Cherokee cultures blended to create the food ways and styles of early nineteenth century Tennessee, and "Brother against Brother-Civil War Debate", where students engage in an 1861 town square debate role-playing Union vs. Secession orators. Custom programming can include walking tours with themes such as culture, economics, industrialization, and the civil war, or exploration into the student's own personal history. ETHS also continues its special heritage program "First Families of Tennessee", founded in 1993 to honor the state's first residents and to identify their descendants. The program has over 16,900 members from across the United States and eight foreign countries. Membership is open to anyone who can prove direct descent from a person living in Tennessee before or by the time of statehood in 1796. 241 new members received certificates in 2021, including certificates for the companion program Civil War Families of Tennessee, which has about 1,300 members. 113269 0 0 PUBLICATIONS - ETHS develops, prints and distributes "Tennessee Ancestors" semiannually (document transcriptions, historical and genealogical articles), the "Journal of East Tennessee History" annually (scholarly magazine), and "Newsline" semiannually (information on ETHS and other regional organizations). 0 0 0 697383 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 20 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 0 1 1 0 0 TN X X X A Warren Dockter PhD 8652158823 601 South Gay Street Knoxville TN 37902 A Warren Dockter PhD President/CEO 40 1 X 108988 0 10610 Cherel Henderson President and CEO 40 1 X X 14826 0 353 Eric Dawson Board member 1 0 X 0 0 0 Sam Albritton Board member 1 0 X 0 0 0 Charles E Atchley Jr Board member 1 0 X 0 0 0 Kreis Beall Board member 1 0 X 0 0 0 Cindi DeBusk Board member 1 0 X 0 0 0 Erin Burns Freeman Board member 1 0 X 0 0 0 Mathew McClellan Board member 1 0 X 0 0 0 Bob Marquis Board member 1 0 X 0 0 0 David W Mink Board member 1 0 X 0 0 0 Jordan Mollenhour Board member 1 0 X 0 0 0 Carroll Ross Board member 1 0 X 0 0 0 John A Sibley Board member 1 0 X 0 0 0 D Ray Smith Board member 1 0 X 0 0 0 Hubert Smith Board member 1 0 X 0 0 0 Brenda Wood Tombras Board member 1 0 X 0 0 0 Greg A Vital Board member 1 0 X 0 0 0 Wilhelmina Williams Board member 1 0 X 0 0 0 Eleanor Yoakum Board member 1 0 X 0 0 0 Joe E Thompson III Chairman 1 0 X X 0 0 0 John Thurman Vice-Chairman 1 0 X X 0 0 0 Imogene King Vice-Chairman 1 0 X X 0 0 0 Maury Nicely Vice-Chairman 1 0 X X 0 0 0 Bonny M Naugher Recording Secretary 1 0 X X 0 0 0 David Reynolds Treasurer 1 0 X X 0 0 0 E Jerome Melson Past Chairman 1 0 X X 0 0 0 123814 0 10963 1 1 0 0 0 0 0 218820 0 218598 499441 0 936859 Membership dues 813990 31085 31085 0 0 Museum admissions 712110 32197 32197 0 0 Student outreach fees 611699 5141 5141 0 0 0 0 0 0 68423 42641 0 0 42641 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 342179 0 295410 0 46769 0 46769 0 0 46769 25307 218820 55569 -30262 0 -30262 0 0 0 0 0 0 51936 34236 17700 17700 0 0 Civil War/First Family TN fees 813990 5895 5895 0 0 Subscriptions 511120 1225 1225 0 0 268 268 0 0 7388 1089518 93511 0 59148 123814 61907 37144 24763 0 0 0 0 300602 192575 64773 43254 12606 7059 4286 1261 31932 26454 3693 1785 32477 20027 7470 4980 15500 15500 0 0 0 0 0 0 32852 9856 19711 3285 0 0 0 0 24000 24000 13166 0 13166 0 31645 13067 0 18578 13692 6846 0 6846 19964 5989 11978 1997 14900 4470 8940 1490 0 0 0 0 0 0 0 0 1055 784 174 97 0 0 0 0 3606 3606 0 0 0 0 0 0 0 0 0 0 175896 174137 1759 0 25374 20778 2641 1955 Education 37635 37635 0 0 Artifacts, care of collection, historical documents 42246 42246 0 0 Printing and publications 34715 34715 0 0 Exhibits 16024 16024 0 0 10448 3708 3500 3240 1014149 697383 179235 137531 40850 56854 499789 373298 5000 0 10234 125886 0 0 0 0 0 0 89181 91266 7145 13029 4256520 2705897 1717544 1550623 2330037 2652416 0 0 0 0 0 0 0 0 4699780 4863372 100056 55633 0 0 91025 66053 0 0 0 0 0 0 0 0 0 0 0 0 191081 121686 X 3296928 3478666 1211771 1263020 4508699 4741686 4699780 4863372 75369 157618 0 0 0 0 X 0 1 X 1 0 X 695830 806651 1009493 633288 936859 4082121 0 0 0 0 0 0 240720 256385 305290 305290 307188 1414873 936550 1063036 1314783 938578 1244047 5496994 781071 4715923 42256 45629 61067 47831 42641 239424 0 0 0 0 0 0 -21053 -41416 4033 -36 -30262 -88734 5647684 530979 0.83502 0.84544 X Schedule A, Part II, Line 10 The -$30,262 represents net income (losses) from fundraising events. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X X 0 0 0 0 0 0 0 0 0 0 0 0 0 635734 601297 34437 0 3620786 2104600 1516186 1550623 0 0 X 1596727 157618 307188 0 -13166 451640 1145087 0 -55569 -55569 1089518 1363740 307188 0 0 0 307188 1056552 13166 -55569 -42403 1014149 Schedule D, Part III, Line 1 ETHS audited financial statements for the year ended 12/31/21 include the following footnote. Collection items acquired either through purchase or donation are not capitalized. Purchases of collection items are recorded as decreases in net assets without donor restrictions if purchased with assets without donor restrictions and as decreases in net assets with donor restrictions if purchased with assets with donor restrictions. Contributions of collection items are not recognized in the statement of activities based on the absence or existence and nature of donor-imposed restrictions. Schedule D, Part III, Line 4 ETHS collections are a material record of the region's history with priorities for acquisitions being artifacts made in East TN, artifacts with a documented history of being used/owned by East Tennesseans, and artifacts bearing images of East TN subjects. ETHS fulfills its mission of preserving, interpreting and promoting the history of East Tennessee by locating, acquiring, borrowing and exhibiting these well-documented cultural artifacts and fine, decorative, and folk arts. Schedule D, Part X, Line 2 ETHS financial statements include a note that ETHS follows the provisions of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740-10-25, does not believe there are any material uncertain tax provisions and, accordingly, will not recognize any liability for unrecognized tax benefits. For the year ended 12/31/21, there were no interest or penalties recorded or included in its financial statements. Schedule D, Part XI, Line 2d The $13,166 represents investment fees reported on Form 990, Part IX, line 11f. Schedule D, Part XI, Line 4b The $55,569 represents fundraising expenses reported on Form 990, Part VIII, line 8b. Schedule D, Part XII, Line 4b The $55,569 represents fundraising expenses reported on Form 990, Part VIII, line 8b. X X X X X X X 1 Susan Arp Communications 529 Cherokee Blvd Knoxville TN 37919 All fundraising 0 244127 24000 220127 244127 24000 220127 TN East Tennessean of Year 209300 188820 20480 0 0 0 20492 12581 5593 Virtual Night at the Museum 34827 30000 4827 0 0 0 0 0 16903 0 244127 218820 25307 0 0 0 20492 12581 22496 55569 -30262 X 0 0 0 0 0 0 0 0 0 Cherel Henderson President and CEO 14826 0 0 0 353 0 0 0 0 0 15179 0 0 0 X 2 0 na X 2 0 na 0 0 1 0 Schedule M, Part I, Line 33 No amount was reported because ETHS does not capitalize collections, in accordance with FASB ASC 958. Form 990, Part VI, Section A, Line 6 ETHS has members who approve the selection of officers and new board members, as well as any changes to the constitution and bylaws, at the annual meeting in May. Form 990, Part VI, Section A, Line 7a See comment for line 6. Form 990, Part VI, Section A, Line 7b See comment for line 6. Form 990, Part VI, Section B, Line 11b The 990 is reviewed by a CPA experienced in taxes before it is signed by an ETHS officer. Form 990, Part VI, Section B, Line 15 In setting compensation for the President/CEO, the Board of Directors reviews the annual salary and considers comparability of duties with other non-profits in the area. Form 990, Part VI, Section C, Line 19 The 990, governing documents, conflict-of-interest policy and financial statements are made available to the public upon request. Guidestar.org publishes the 990 and other financial information, and the 990 is on the ETHS website. East Tennessee Historical Society Foundation PO Box 1629 Knoxville TN 37901 263215625 Investing TN 501(c)(3) 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0