2021-05-17T12:04:38-05:00 2020-06-30 SMITH & HOWARD PC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2019-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC % JEFF RUTLEDGE ATLA 4048144020 130 WEST PACES FERRY ROAD ATLANTA GA 30305 F SHEFFIELD HALE CEO/PRESIDENT 4048144000 2021-05-17 true MARC A AZAR P91739349 4048746244 2021-05-17 2019 2022-09-23 18:48:47Z F Sheffield Hale 130 WEST PACES FERRY ROAD ATLANTA GA 30305 13630503 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 17 199 138 1408114 -274647 5162231 7511706 1769350 1301424 5366892 1867137 2612940 2279067 14911413 12959334 0 0 0 0 5966279 5594797 0 0 543337 8619359 9226108 14585638 14820905 325775 -1861571 154330343 148517251 2595070 2536184 151735273 145981067 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 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 false false 8867826 1102403 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 outdoor 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. Each is specially designed to tell the story of a group of people or plant materials that have had profound impact on Southeastern history. For historians looking to study and conduct research, Kenan Research Center at Atlanta History Center is a free public archives and special 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, and southern gardens. Copies of historic photographs, prints, and other archival images 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. Tullie Smith House 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 her Pulitzer Prize-winning novel, Gone with the Wind. The building also includes other exhibition galleries, with the campus including a separate building called Commercial Row, the refurbished historic retail space that serves as an event space and provides a location for author programs and gallery exhibitions. The Atlanta History Center served 193,279 people either on-campus or off-campus throughout the year. This year's admissions and service numbers were less than usual due to the onset of the COVID-19 pandemic, which caused Atlanta History Center's campuses to close from March 13, 2020 through the majority of the rest of the fiscal year. 2845227 199021 Atlanta History Center produces a rich array of interactive, dynamic programs and exhibitions. Family programs, such as Juneteenth, Candlelight Nights, Day of the Dead, and Martin Luther King Jr. Day, activate our entire 33-acre campus with museum theatre performances, historical trades and skills 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 knowledge of Atlanta History Center and our mission amongst the general public. 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 41,945 children this year. Toddler programs, summer camps, and Homeschool Days bring engaging, interactive fun to learning about history. For adults, our genealogy and research workshops offer opportunities to learn new skills and discover information about themselves and their family history. 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. Due to the COVID-19 pandemic, Author Talks were transitioned to virtual beginning in April 2020, and school tours were halted for the remainder of the fiscal year while virtual tours were being developed. 11713053 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 106 0 true 199 true true true true BD false false false true true 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 CEO/President 40.0 0.0 X 420938 0 82375 Guy Carriere COO 40.0 0.0 X 176272 0 30189 Michael Rose Chief Mission Officer 40.0 0.0 X 130357 0 10652 John McQuigg VP of Properties 40.0 0.0 X 109625 0 19920 Cheryl Snyder VP of Development 40.0 0.0 X 119062 0 2091 Jeffrey Rutledge VP of Finance 40.0 0.0 X 90979 0 28089 Hillary Hardwick VP of Marketing 40.0 0.0 X 102003 0 5176 Jill Campbell 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 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 Sarah Kennedy Trustee 1.0 0.0 X 0 0 0 Trudy Kremer Trustee 1.0 0.0 X 0 0 0 Stuart Kronauge 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 Allen Nance Trustee 1.0 0.0 X 0 0 0 Howard D Palefsky 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 John Shlesinger Trustee 1.0 0.0 X 0 0 0 Betina Chisolm Terry Trustee 1.0 0.0 X 0 0 0 1149236 0 178492 6 true true false Crown Building Maintenance PO Box 39000 Dept 34651 SAN FRANCISCO CA 94139 facilities maint 184291 SODEXO INC PO BOX 360170 PITTSBURG PA 152516170 FACILITY MANAGEMENT 533464 Fascinate 3200 n berkley lake rd DULUTH GA 30096 exhibition creation 448772 LEAPFROG SERVICES 1190 W DRUID HILLS DRIVE ATLANTA GA 30329 it consulting 441069 allied universal security 1438 w peachtree st ne 100th ATLANTA GA 30309 SECURITY SERVICES 476119 7 362446 830572 1126473 5192215 464435 7511706 ADMISSIONS 900099 1102403 1102403 FEES FOR SEMINARS 900099 199021 199021 1301424 2175571 2175571 0 116 116 1019245 27221 992024 0 992024 678812 313212 308434 -308434 -308434 -308434 84300 830572 39356 44944 44944 0 0 0 1356476 296158 1060318 729302 331016 MANAGEMENT FEES 541610 181665 181665 181665 12959334 1483089 1408114 2556425 0 0 0 0 751039 254132 308432 188475 0 4101745 3217624 666597 217524 36158 30438 4715 1005 351238 277280 49098 24860 354617 252697 71270 30650 0 86387 86387 66850 66850 0 0 439885 439885 91858 70557 21301 132212 95266 36946 706326 417234 279259 9833 571618 311462 211818 48338 0 2509487 2461963 36536 10988 11198 9207 1101 890 0 36122 14172 21950 1357 1357 0 3418051 3281329 136722 158926 134699 24227 EXHIBITIONS AND COLLECTIONS 829040 827813 1227 PRINTING 95889 31013 61908 2968 POSTAGE 37814 15219 17632 4963 SUBSCRIPTIONS AND DUES 33088 10948 20524 1616 14820905 11713053 2564515 543337 X 2741567 4589327 3800326 1918728 3734427 3878085 110309 45431 0 0 0 0 0 0 207008 215194 478851 595736 89871009 33627319 56620158 56243690 60921341 57690725 12203372 10369525 0 0 0 0 13512984 12970810 154330343 148517251 1458977 1225625 0 0 1136093 1310559 0 0 0 0 0 0 0 0 0 0 0 0 2595070 2536184 X 99070847 94041113 52664426 51939954 151735273 145981067 154330343 148517251 X -1861571 -3875670 -16965 X false true X true false X 27211320 3919122 10290412 5162231 7511706 54094791 0 0 27211320 3919122 10290412 5162231 7511706 54094791 21489415 32605376 1818524 1741947 2254041 2203923 2516120 10534555 210787 479365 58975 19414 768541 0 65397887 10804949 0.49857 0.57780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 74025971 365447 -1920666 3594050 349454 68527248 74502198 1233750 2903584 4267589 345972 74025971 69708155 3751435 5485969 4091496 351865 74502198 60122273 4235222 9471079 3792521 327898 69708155 66904360 493915 -2601877 4391447 282678 60122273 0.58450 0.26070 0.15480 true false 3630564 3630564 57785086 21961788 35823298 5082540 1462370 3620170 2694799 1834612 860187 20678019 8368548 12309471 56243690 10369525 F 10369525 THORNTON TRUST 5348918 WHITAKER CRUT 5138510 SCHUTZE TRUST 2265382 AIKEN TRUST 218000 12970810 0 0 X 8684595 -3875670 1368 39448 -3834854 12519449 439885 439885 12959334 14438801 1368 16965 39448 57781 14381020 439885 439885 14820905 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 2020 and 2019, approximately $527,000 and $395,000 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 ($39,356) FUNDRAISING EXPENSES + ( $92) COST OF SALES ------------------------------- ($39,448) TOTAL FORM 990, SCHEDULE D, PART XII, LINE 2D ($39,356) FUNDRAISING EXPENSES + ( $92) COST OF SALES ------------------------------- ($39,448) TOTAL 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 2020 or 2019. 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, 2017. Central America and the Caribbean 0 0 Investments 8384702 0 0 0 0 8384702 8384702 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. COXE CURRY ASSOCIATES STRATEGIC GUIDANCE false swan house ball 914872 830572 84300 39356 0 914872 830572 84300 39356 39356 44944 Part II 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. X X X X X true true false false false false false true false Frank Hale CEO/President 270938 0 150000 0 0 0 55600 0 27345 0 503883 0 0 0 Guy Carriere COO 136272 0 40000 0 0 0 3395 0 27312 0 206979 0 0 0 Hillary Hardwick VP of Marketing 24950 0 0 0 77053 0 514 0 4761 0 107278 0 0 0 Part 1, item 7 Bonus payments are awarded and determined by meeting goals set forth in an annual performance reviews. PART I, LINE 4a ATLANTA HISTORICAL SOCIETY PAID AN EMPLOYEE A SEVERANCE OF $77,053 DURING CALENDAR YEAR 2019. THIS WAS ERRONEOUSLY DISCLOSED AS A CALENDAR YEAR 2018 PAYMENT AS A FOOTNOTE IN THE FY19 RETURN, BUT OCCURED DURING CALENDAR YEAR 2019. 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, with $50,000 remaining to be funded in future years.years. years. X 16 464410 FMV X 14 0 N/A X ARCHIVAL RECORDS 190 0 N/A X REFERENCE MATERIALS 1 0 N/A X auction items 1 25 FMV 2 false true true 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. 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 MMHAHS LLC 130 WEST PACES FERRY ROAD ATLANTA GA 30305 580566162 MUSEUM GA 468912 4189817 NA THORTON-VENABLE CHARITABLE TRUST SUNTRUST BANK FOUNDATIONS ENDOWME ATLANTA GA 30302 INVESTMENT GA NA TRUST -20047 5348918 0.25000 false PT SCHUTZE ENDOWMENT FUND 50 HURT PLAZA STE 449 ATLANTA GA 30303 INVESTMENT GA NA TRUST -57256 2265382 1.00000 false LUCY RUCKER AIKEN FUND 50 HURT PLAZA STE 449 ATLANTA GA 30303 INVESTMENT GA NA TRUST 0 218000 1.00000 false MARY ANN AND LLOYD T WHITAKER CRUT 130 WEST PACES FERRY ROAD ATLANTA GA 30305 INVESTMENT GA NA TRUST 0 5138510 1.00000 false