2020-07-11T15:00:50-05:00 2019-06-30 SMITH & HOWARD PC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2018-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC % JEFF RUTLEDGE ATLA 4048144020 130 WEST PACES FERRY ROAD ATLANTA GA 30305 F SHEFFIELD HALE CEO/PRESIDENT 4048144000 2020-07-15 true MARC A AZAR P91739349 4048746244 2020-07-15 50.58.246.46 67983820201935000018 2020-07-11 P 413373AE61672EBDE44D1F1C76B599AC6338673E 4457B85B4E43B937AD487BBDB303F97102507AD7 2018 2021-01-29 14:40:06Z F SHEFFIELD HALE 130 WEST PACES FERRY ROAD ATLANTA GA 30305 15706053 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. 16 16 182 146 1987968 10290412 5162231 1383840 1769350 5330180 5366892 2184660 2612940 19189092 14911413 0 0 0 0 5280269 5966279 0 0 629847 7575094 8619359 12855363 14585638 6333729 325775 155698535 154330343 2314859 2595070 153383676 151735273 X THE ATLANTA HISTORY CENTER SEEKS TO CONNECT PEOPLE, HISTORY, AND CULTURE TO BUILD A STRONGER COMMUNITY. EXHIBITIONS AND COLLECTIONS; HISTORIC HOUSES AND GARDENS; ARCHIVES AND RESEARCH FACILITIES; EDUCATIONAL SCHOOL TOURS AND PUBLIC PROGRAMS ALL ENCOURAGE OUR CONSTITUENTS TO CONSIDER OUR SHARED PAST IN A DYNAMIC CONTEXT WHILE PROMOTING DEMOCRACY, CIVIC PARTICIPATION, AND INCLUSIVITY. THE 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 PERMANENT, TEMPORARY, AND TRAVELING EXHIBITIONS; GOIZUETA GARDENS, WHICH INCLUDES 33 ACRES OF CURATED GARDENS, WOODLANDS, AND LANDSCAPE; 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 GALLE false false 9687263 348040 The 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. The Atlanta History Center also includes Atlanta History Center-Midtown, the site of the historic Margaret Mitchell House. The Atlanta History Museum is one of the largest history museums in the country with deep collections, and includes a variety of signature exhibitions that describe a range of experiences and viewpoints from the history of Atlanta and the Southeast, beginning with the lands native inhabitants and continuing through the present day. The museum also includes the fully-restored The Battle of Atlanta cyclorama painting in the multimedia experience Cyclorama: The Big Picture. The museum artifact collections are particularly strong in Civil War, 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 8 distinct thematic gardens: Gilbert Quarry Garden, Smith Farm Gardens, Swan House Garden, Swan Woods, Sims Asian Garden, Smith Rhododendron Garden, Olguitas Garden, and Veterans Park. Each is specially designed to tell the story of a group of people or plant materials that have had profound impact in our 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, with dedicated collections on 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. They are presented in the 1860s through interpretation, hands-on history for children and adults, and feature heirloom crops, live heirloom breed animals, and crafting demonstrations. The 1928 Swan House, designed by famed 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 pioneer settlers in the Southeastern United States and first contact with Native American Creek/Muskogee Indians. 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 spaces, which delve into Margaret Mitchells life and the Atlanta film premiere, and a museum shop. Commercial Row, the refurbished historic retail space that serves as an event space, provides a location for author programs and gallery exhibitions. The Atlanta History Center served 300,317 people either on-campus or off-campus throughout the year. 1506165 1421310 Throughout the year, 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. Museum Theatre performances also accompany our exhibitions throughout the rest of the year, providing insightful first-person explorations of different eras in history. Atlanta History Center also hosts a Fulton County 4-H Extension Office and the StoryCorps Atlanta recording studio through onsite partnerships, which allows those institutions to further their complementary missions and increases knowledge of Atlanta History Center and our mission amongst the general public. Our award-winning school tours take schoolchildren through interactive experiences to help them learn about Civil Rights, the Civil War, Cherokee Indians, and Georgia farm life, while school outreach programs take history out into the classroom through presentations and activities. School programming served over 46,308 children this year. Toddler programs, summer camps, and Homeschool Days bring engaging, interactive fun to learning about history. Our genealogy and research workshops prove that learning is lifelong as adults gather to learn new skills and discover information about themselves and their family history. Throughout the year, over 60 authors present author talks at both campuses. Talks focus on a variety of genres, including biography, history, historical fiction, bestselling fiction, and more, and attract thousands of people each year. Each program includes time for a question and answer session as well as a book signing with the author. 11193428 true true false false false false false true false true true true false true true 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 182 true true true true BD false false false true true false false false false false false X 16 16 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 Tom Asher Trustee 1.0 0.0 X 0 0 0 Rodney Bullard Trustee 1.0 0.0 X 0 0 0 Barbarella Diaz 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 Mary Katherine Greene 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 Jamie MacLean Trustee 1.0 0.0 X 0 0 0 John Montag 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 William Peard 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 Frank Hale President/CEO 40.0 0.0 X 428774 0 79063 Guy Carriere COO 40.0 0.0 X 200075 0 26958 Michael Rose Chief Mission Officer 40.0 0.0 X 130819 0 9660 Jeffrey Rutledge VP Finance & Information Techn 40.0 0.0 X 112107 0 24787 Cheryl Snyder VP Development 40.0 0.0 X 114083 0 2030 John McQuigg VP Properties 40.0 0.0 X 105421 0 18464 Hillary Hardwick VP Marketing & Communication 40.0 0.0 X 102801 0 9310 Calinda Lee VP of 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14585638 FORM 990, SCHEDULE D, PART III, LINE 1A The Organizations historical buildings and collections are essential in enabling the Organization to fulfill its mission and purpose. The Organizations 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 2019 and 2018, approximately $395,000 and $41,000 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 prescribed by the donor designated restrictions. FORM 990, SCHEDULE D, PART XI, LINE 2D 342,768 FUNDRAISING EXPENSES FORM 990, SCHEDULE D, PART XII, LINE 2D 342,768 FUNDRAISING EXPENSES 5,929 INTEREST RATE SWAP ADJUSTMENT ----------------------------- 348,697 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 Subsidiarys activities are reported on the Societys 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 Organizations 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 2019 or 2018. 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, 2016. Central America and the Caribbean 0 0 Investments 9036593 0 0 0 0 9036593 9036593 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 1081187 905687 175500 144778 9050 141667 back on the far 108150 90375 17775 29169 1818 16286 0 1189337 996062 193275 173947 10868 157953 342768 -149493 X X X X X true true false false false false false true false Frank Hale President/CEO 303774 0 125000 0 0 0 55500 0 24237 0 508511 0 0 0 Guy Carriere COO 170075 0 30000 0 0 0 3395 0 24176 0 227646 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 2018. Additional information made available to the IRS upon its request. 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. Hales 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 $100,000 remaining to be funded in future years. X 22 105319 FMV X 27 0 N/A X ARCHIVAL RECORDS 200 0 N/A X REFERENCE MATERIALS 1 0 N/A X auction items 5 6048 FMV 1 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. 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 XI, LINE 9 ($5,929) Loss Interest rate swap MMHAHS LLC 130 WEST PACES FERRY ROAD ATLANTA GA 30305 580566162 MUSEUM GA 595372 4005516 NA THORTON-VENABLE CHARITABLE TRUST SUNTRUST BANK FOUNDATIONS ENDOWME ATLANTA GA 30302 INVESTMENT GA NA TRUST 306260 5593721 0.25000 false PT SCHUTZE ENDOWMENT FUND 50 HURT PLAZA STE 449 ATLANTA GA 30303 INVESTMENT GA NA TRUST 89061 2552189 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 5149073 1.00000 false