2019-05-15T12:44:39-05:00 2018-06-30 SMITH & HOWARD PC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2017-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC % JEFF RUTLEDGE ATLA 4048144020 130 WEST PACES FERRY ROAD ATLANTA GA 30305 F SHEFFIELD HALE CEO/PRESIDENT 4048144000 2019-05-15 true MARC AZAR P91739349 4048746244 2019-05-15 50.227.246.66 67983820191355000014 2019-05-15 P 0C95D3215222AA55D8D71EA37299A2C46B38ADA2 0FAF529F0B490CAD49E62CD01A2E909885A5ECA0 2017 2019-02-21 02:37:17Z F Sheffield Hale 130 WEST PACES FERRY ROAD ATLANTA GA 30305 19967774 false X WWW.ATLANTAHISTORYCENTER.COM X 1927 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. 19 19 182 240 1622566 3919122 10290412 1212247 1383840 4217261 5330180 2032323 2184660 11380953 19189092 0 0 0 0 5238211 5280269 0 0 451204 6954506 7575094 12192717 12855363 -811764 6333729 151032349 155698535 5117481 2314859 145914868 153383676 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 7379713 1112623 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 269,176 people either on-campus or off-campus throughout the year. 1435837 271217 Throughout the year, Atlanta History Center produces a rich array of interactive, dynamic programs and exhibitions. Family programs, such as Juneteenth, Candlelight Nights, Sheep to Shawl, Day of the Dead, and Martin Luther King Jr. Day, activate our entire 33-acre campus with Museum Theatre performances, craft 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. Our award-winning 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 programming served over 44,099 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, author programs are also presented, bringing over 60 authors to both campuses. 8815550 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 42 0 true 182 true true true true BD false false false true true false false false false X 19 19 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 Greg Bronstein 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 Shirley Mitchell Ferrell Trustee 1.0 0.0 X 0 0 0 Michael Flock 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 Sarah Kennedy 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 Jack Markwalter Trustee 1.0 0.0 X 0 0 0 Peter Moister 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 Howard Palefsky Trustee 1.0 0.0 X 0 0 0 William Peard Trustee 1.0 0.0 X 0 0 0 Michael Rogers 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 John Spalding Trustee 1.0 0.0 X 0 0 0 Guy Carriere chief operating officer 40.0 0.0 X 186970 0 22362 Frank Hale CEO/President 40.0 0.0 X 415684 0 25312 Michael Rose Executive VP 40.0 0.0 X 130434 0 9094 Jeffrey Rutledge VP Finance 40.0 0.0 X 97318 0 23738 Hillary Hardwick VP Marketing & Guest Experienc 40.0 0.0 X 108258 0 8801 John McQuigg VP Properties 40.0 0.0 X 120443 0 9309 Cheyl Snyder VP DEVELOPMENT 40.0 0.0 X 105178 0 2996 1164285 0 101612 6 false true false WEILHAMMER SCHOELLER ART CONSERVA 130 W PACES FERRY RD NW ATLANTA GA 30305 ART CONSERVATION 1397767 SODEXO INC AFFILIATES PO BOX 536922 ATLANTA GA 303536922 FACILITY MANAGEMENT 722699 MURRAY GUARD 58 Murray Guard Dr JACKSON TN 38305 SECURITY SERVICES 210915 LEAPFROG SERVICES 1190 W DRUID HILLS DRIVE ATLANTA GA 30329 INFORMATION TECHNOLO 339259 US SECURITY ASSOCIATES INC 200 MANSELL CT EAST STE 500 ROSWELL GA 30076 SECURITY SERVICES 308535 7 X 344671 783368 47500 9114873 3961992 10290412 ADMISSIONS 900099 1100559 1100559 FEES FOR SEMINARS 900099 283281 283281 1383840 1925491 1925491 0 1565 1565 1309402 0 35973 1273429 0 1273429 982416 291013 2990289 414400 2990289 414400 3404689 3404689 182975 783368 321098 -138123 -138123 0 0 0 1296369 421611 874758 640150 234608 MANAGEMENT FEES 541610 173031 173031 173031 19189092 1556871 1622566 5719243 0 0 0 0 930154 208732 634749 86673 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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 2018, approximately $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 proscribed by the donor designated restrictions. FORM 990, SCHEDULE D, PART XI, LINE 2D (321,098) FUNDRAISING EXPENSES (421,611) COST OF SALES ----------------------------- (742,709) FORM 990, SCHEDULE D, PART XII, LINE 2D (321,098) FUNDRAISING EXPENSES (421,611) COST OF SALES ----------------------------- (742,709) FORM 990, SCHEDULE D, PART XII, LINE 4B 6,656 INTEREST RATE SWAP ADJUSTMENT 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 2018 or 2017. 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, 2015. During December 2017, the President of the United States of America signed into law the Tax Cuts and Jobs Act. Under this Act, maximum corporate tax rates were reduced from 35% to a flat rate of 21%. There are other changes to the tax law that may affect the Organization, but the magnitude of such changes has not been determined. The Organization's tax liability for any potential unrelated business income tax should not be significant. Central America and the Caribbean 0 0 Investments 8698727 0 0 0 0 8698727 8698727 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 792670 693720 98950 81277 43507 129453 BACK ON THE FAR 173673 89648 84025 40105 3325 23431 0 966343 783368 182975 121382 46832 152884 321098 -138123 X X X X X false true false false false false false true false Guy Carriere chief operating officer 156970 0 30000 0 0 0 2350 0 20678 0 209998 0 0 0 Frank Hale CEO/President 290684 0 125000 0 0 0 5300 0 20689 0 441673 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 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 $100,000, with $150,000 remaining to be funded in future years. X 30 3883963 FMV X 29 N/A X ARCHIVAL RECORDS 158 0 N/A X REFERENCE MATERIALS 67 0 N/A X auction items 5 77919 FMV 4 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 prior to September 1st. 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 $6,657 Gain Interest rate swap MMHAHS LLC 130 WEST PACES FERRY ROAD ATLANTA GA 30305 580566162 MUSEUM GA 595135 3826244 NA THORTON-VENABLE CHARITABLE TRUST SUNTRUST BANK FOUNDATIONS ENDOWME ATLANTA GA 30302 INVESTMENT GA NA TRUST 408210 5501772 0.25000 false PT SCHUTZE ENDOWMENT FUND 50 HURT PLAZA STE 449 ATLANTA GA 30303 INVESTMENT GA NA TRUST 150924 2463128 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 5059578 1.00000 false