2017-05-12T08:07:17-05:00 2016-06-30 SMITH & HOWARD PC 271 17TH STREET SUITE 1600 ATLANTA GA 30363 990 2015-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC % JEFF RUTLEDGE ATLA 4048144020 130 WEST PACES FERRY ROAD ATLANTA GA 30305 JEFF RUTLEDGE OFFICER 4048144000 2017-05-15 true MARK ABRAMS P01081549 4048746244 2017-05-15 2015 2021-01-29 14:40:06Z F Sheffield Hale 130 WEST PACES FERRY ROAD ATLANTA GA 30305 37468307 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. 23 23 179 240 1440730 13644988 27211318 1203500 1194800 7482763 6598822 1216120 1715366 23547371 36720306 0 0 0 0 4673715 4891255 0 0 465674 5989388 6346888 10663103 11238143 12884268 25482163 131009738 144525455 6948563 4299794 124061175 140225661 X THE ORGANIZATION'S PRIMARY PURPOSE IS TO COLLECT, PRESERVE, AND DISSEMINATE INFORMATION ABOUT ATLANTA, GEORGIA, AND ITS ENVIRONS. THE MISSION OF THE ORGANIZATION IS TO CONNECT PEOPLE, HISTORY, AND CULTURE THROUGH THE COMMITMENT OF BUILDING A STRONGER COMMUNITY THROUGH THE PROCESS OF LIFE-LONG CIVIC EDUCATION. EXHIBITIONS AND COLLECTIONS; HISTORIC HOUSES AND GARDENS; ARCHIVES AND RESEARCH FACILITIES; SCHOOLS AND PUBLIC PROGRAMS ALL ENCOURAGE OUR CONSTIUENTS TO CONSIDER THE PAST IN A DYNAMIC, PARTICIPATORY CONTEXT WHILE PROMOTING THE VALUES OF DEMOCRACY AND CIVIC PARTICIPATION. THE ATLANTA HISTORY CENTER INCLUDES THE ATLANTA HISTORY MUSEUM, FEATURING PERMANENT, TEMPORARY AND TRAVELING EXHIBITIONS; THREE HISTORIC HOUSES - SWAN HOUSE, SMITH FAMILY FARM, MARGARET MITCHELL HOUSE; KENAN RESEARCH CENTER ARCHIVES AND LIBRARY; THE WOOD FAMILY CABIN; VETERANS PARK; AND 22 ACRES OF HISTORIC GARDENS. A VARIETY OF HISTORY, EDUCATION, AND LIFE ENRICHMENT PROGRAMS ARE OFFERED THROUGHOUT THE YEAR. ADMI false false 900099 6535973 2461917 The Atlanta History Center is a unique campus that houses the Atlanta History Museum, Centennial Olympic Games Museum, Swan House, Smith Family Farm, Olga de Goizueta Gardens, and the Kenan Research Center. The Atlanta History Center also includes the Margaret Mitchell House, located off-site at our Midtown campus. The Atlanta History Museum at the Atlanta History Center is one of the largest history museums in the nation, featuring award-winning signature exhibitions that tell the story of the region's people, from its earliest settlers to the international city of today. The Centennial Olympic Games Museum at the Atlanta History Center opened in 2006 in celebration of the ten year anniversary of the 1996 Centennial Olympic Games. The Atlanta History Center's features the Olga de Goizueta Gardens representing Georgia's distinctive flora, both native and introduced. Each garden tells the story of a particular group of people who interacted with this land and its plants in distinguishable ways. The Atlanta History Center also operates three historic houses, all listed on the National Register of Historic Places. The Smith Family Farm and the Swan House, both located at our Buckhead campus, take visitors back in time to explore the lifestyles of Atlantans from the 1860s through the 1930s. Our third historic property, the Margaret Mitchell House, is located on a two-acre site in the heart of Midtown Atlanta with four properties, including the house and apartment where Margaret Mitchell wrote her Pulitzer Prize-winning novel Gone With the Wind; visitors center and exhibition gallery; and, Gone With the Wind movie museum. For historians looking to do their own research, the Kenan Research Center at the Atlanta History Center is a free public research center offering a multitude of resources for the study of Atlanta and Southern regional history and culture, with dedicated collections on decorative arts, genealogy, military history, and Southern gardens. Copies of historic photographs, prints, maps, and other archival images can be purchased through the Kenan Research Center. The Atlanta History Center served 264,293 people either on-campus or off-campus throughout the year. 900099 991783 582580 Throughout the year, we bring history to life across both campuses - Atlanta History Center and Margaret Mitchell House - through a variety of exhibitions; Meet the Past museum theatre programming; ongoing author programming and lecture series; toddler programs; Homeschool Days; summer camps; genealogy and research workshops; monthly family festivals, including Sheep to Shawl, Fall Folklife Festival, and Candlelight Nights; and award-winning school tours that served 53,400 school children. 7527756 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 40 0 true 179 true true true true BD false false false true true false false false false X 23 23 false false false false false false false true true false false true true true true true true true true false GA X X JEFF RUTLEDGE 4048144000 130 WEST PACES FERRY ROAD ATLANTA GA 30305 X John Allan TRUSTEE 1.0 0.0 X 0 0 0 Tom Asher TRUSTEE 1.0 0.0 X 0 0 0 Greg Bronstein TRUSTEE 1.0 0.0 X 0 0 0 Jimmy Cushman 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 Michael Flock TRUSTEE 1.0 0.0 X 0 0 0 Tom Fricke TRUSTEE 1.0 0.0 X 0 0 0 Shelley Giberson 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 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 Laura Miles TRUSTEE 1.0 0.0 X 0 0 0 Shirley Mitchell Ferrell 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 Rey Pascual TRUSTEE 1.0 0.0 X 0 0 0 Bill Peard TRUSTEE 1.0 0.0 X 0 0 0 Michael Rogers TRUSTEE 1.0 0.0 X 0 0 0 Teya Ryan TRUSTEE 1.0 0.0 X 0 0 0 John Spalding TRUSTEE 1.0 0.0 X 0 0 0 Michael Woocher TRUSTEE 1.0 0.0 X 0 0 0 Guy Carriere Executive VP Operations and Le 40.0 0.0 X 99379 0 12357 Frank Hale CEO/President 40.0 0.0 X 339528 0 26421 Michael Rose Executive VP 40.0 0.0 X 119432 0 9172 Jeffrey Rutledge VP Finance 40.0 0.0 X 101330 0 8990 Hillary Hardwick VP Marketing & Guest Experienc 40.0 0.0 X 108900 0 9087 768569 0 66027 4 false true false SODEXO PO BOX 536922 ATLANTA GA 303536922 FACILITY MANAGEMENT 671840 RIGGS WARD 2315 W MAIN ST RICHMOND VA 23220 EXHIBIT DESIGN 514031 MURRAY GUARD 58 Murray Guard Dr JACKSON TN 38305 SECURITY 349992 LEAPFROG SERVICES 1190 W DRUID HILLS DR ATLANTA GA 30329 IT MANAGEMENT 325574 SON AND SONS 805 Peachtree StNE STE L13B ATLANTA GA 30308 MARKETING 322921 8 X 298851 655017 56435 26201015 102337 27211318 ADMISSIONS 900099 1009272 1009272 FEES FOR SEMINARS 900099 185528 185528 1194800 1575061 1575061 0 15373 15373 1038465 36023 1002442 0 1002442 810375 192067 5023761 5023761 5023761 5023761 100445 655017 422585 -322140 -322140 0 1145751 289393 856358 630355 226003 MANAGEMENT FEES 541610 163333 163333 163333 36720306 1358133 1440730 6710125 0 0 0 0 843780 137340 706440 0 3359613 2323953 732327 303333 55755 55755 318275 183936 110948 23391 313832 183764 107421 22647 0 18473 8000 10473 66785 66785 0 0 365633 365633 458773 250874 207899 175413 58836 116577 872754 565784 243268 63702 341904 66349 255973 19582 0 2220615 2072874 147741 30271 26340 3773 158 0 35675 23029 11926 720 110099 110048 51 0 1207449 1207449 140186 119767 20419 EXHIBITIONS AND COLLECTIONS 133880 117890 15990 PRINTING 74453 41604 28990 3859 POSTAGE 47441 12864 21186 13391 SUBSCRIPTIONS AND DUES 47084 25055 17611 4418 11238143 7527756 3244713 465674 X 3141075 1935855 11604600 14855525 5475002 14481846 96667 118492 0 0 0 0 0 0 193669 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3630564 0 43850484 17082408 26768076 0 2052553 1004947 1047606 1821996 1413215 408781 0 16523350 7661606 8861749 40716776 7359754 F 7359754 THORNTON TRUST 4948942 WHITAKER CRUT 4744136 SCHUTZE TRUST 2198205 AIKEN TRUST 218000 12109283 0 INTEREST RATE SWAP 34509 34509 X 28199957 -9345236 112909 711978 -8520349 36720306 36720306 12035471 112909 711978 824887 11210584 27559 27559 11238143 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 2016, $25,313 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 (422,585) Fundraising expenses (289,393) Cost of sales ________________________________ (711,978) FORM 990, SCHEDULE D, PART XII, LINE 2D (422,585) Fundraising expenses (289,393) Cost of sales ________________________________ (711,978) FORM 990, SCHEDULE D, PART XII, LINE 4B $27,559 GAIN ON INTEREST RATE SWAP 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 2016 or 2015. 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 general, the Organization is no longer subject to tax examinations for the years ending before June 30, 2013. Central America and the Caribbean Investments false false false false false false COXE CURRY ASSOCIATES STRATEGIC GUIDANCE false SWAN HOUSE BALL 553054 496904 56150 73736 5000 244770 BACK ON THE FAR 135128 102328 32800 33890 4400 26152 1 67280 55785 11495 22555 2530 9552 755462 655017 100445 130181 11930 280474 422585 -322140 X X X X X false false false false false false false true false Frank Hale CEO/President 269528 0 70000 0 0 0 5300 0 21895 0 366723 0 0 0 Part 1, item 7 Bonus payments are awarded and determined by meeting goals set forth in an annual performance reviews. X 28 N/A X ARCHIVAL RECORDS 204 0 N/A X REFERENCE MATERIALS 32 0 N/A X auction items 23 102337 FMV 0 false true false 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. 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. The EVP Operations and 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 $27,559 gain Interest rate swap MMHAHS LLC 130 WEST PACES FERRY ROAD ATLANTA GA 30305 580566162 MUSEUM GA 543247 3402818 NA THORTON-VENABLE CHARITABLE TRUST SUNTRUST BANK FOUNDATIONS ENDOWME ATLANTA GA 30302 INVESTMENT GA NA TRUST -190490 4948942 0.25000 false PT SCHUTZE ENDOWMENT FUND 50 HURT PLAZA STE 449 ATLANTA GA 30303 INVESTMENT GA NA TRUST -347052 2198205 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 4744136 1.00000 false