2015-05-18T10:09:18-05:00 2014-06-30 SMITH & HOWARD PC 271 17TH STREET SUITE 1600 ATLANTA GA 30363 990 2013-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC % JEFF RUTLEDGE ATLA 4048144020 130 WEST PACES FERRY ROAD Suite ATLANTA GA 30305 Jeff Rutledge Officer 4048746244 2015-05-15 true MARC AZAR P00746804 4048746244 2013 2016-02-25 16:41:14Z F Sheffield Hale 130 WEST PACES FERRY ROAD ATLANTA GA 30305 25816788 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. 26 26 163 230 1271902 -39961 5641328 16572477 1099685 1190644 5363020 5657910 1179797 1652463 13283830 25073494 0 0 0 0 4140059 4219124 94849 51582 485010 5619304 5807068 9854212 10077774 3429618 14995720 101475957 122550472 6941555 6340398 94534402 116210074 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 5802105 2797505 The Atlanta History Center is a unique campus that houses the Atlanta History Museum, Centennial Olympic Games Museum, Swan House, Tullie Smith Farm, six historic 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. With its spectacular collection of multimedia presentations, artifacts, images, and interactive displays, and a second level interactive Sports Lab, the Centennial Olympic Games Museum houses one of the most significant exhibitions on Olympic sport and history in the United States. The Atlanta History Center's property features six historic 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 Tullie Smith 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 serves 228,000 people annually. 900099 1013277 141152 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 have served more than 55,000 school children annually. 6815382 true true false true false false false true false true true true false true true true false true false false true false false true true false false false false true false false false false false false false false false true false false true false false false false true 44 0 true 163 true true true true BD false false false true true false false false false X 26 26 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 M Allan Trustee 1.0 X Tom Asher Trustee 1.0 X Charles H Battle Jr Trustee 1.0 X Greg Bronstein Trustee 1.0 X James Edward Cushman Jr Trustee 1.0 X Barbarella Diaz Trustee 1.0 X Beverly M DuBose III Trustee 1.0 X Michael Flock Trustee 1.0 X 0 0 0 Thomas S Fricke Trustee 1.0 X Samuel G Friedman Trustee 1.0 X Shelley Giberson Trustee 1.0 X Mary Katherine Greene Trustee 1.0 X James Hannan Trustee 1.0 X M Maxine Hicks Trustee 1.0 X Jocelyn Janine Hunter Trustee 1.0 X Jamie MacLean Trustee 1.0 X Jack S Markwalter Trustee 1.0 X Laura Miles Trustee 1.0 X Shirley Mitchell Trustee 1.0 X Peter Corbin Moister Trustee 1.0 X John Montag Trustee 1.0 X Philip F Mooney Trustee 1.0 X Richard Brand Morgan Trustee 1.0 X Reinaldo Pascual Trustee 1.0 X William B Peard Trustee 1.0 X 0 0 Jenny Pruitt Trustee 1.0 X Michael Rogers Trustee 1.0 X Chris Schoen Trustee 1.0 X William B Shearer Jr Trustee 1.0 X John P Spalding Trustee 1.0 X Christopher Womack Trustee 1.0 X Michael A Woocher Trustee 1.0 X Frank Hale CEO/President 40.0 X 265407 20666 Michael Rose Executive VP 40.0 X 103288 8553 Jeff Rutledge VP - Finance 40.0 X 87496 8466 456191 0 37685 2 false true false SODEXO PO BOX 536922 ATLANTA GA 303536922 FACILITY MANAGEMENT 1193281 MSTSD Inc 776 Peachtree Rd NW ATLANTA GA 30309 architects 220360 leapfrog services 1190 W Druid hills dr ATLANTA GA 30329 IT management 184025 Georgia Public Broadcasting 260 14th st nw ATLANTA GA 30318 public tv/radio 150736 duke associates 597 haralson drive sw LILBURN GA 30305 documentary producer 150000 8 X 327648 613995 64000 15566834 5458 16572477 ADMISSIONS 900099 1028268 1028268 FEES FOR SEMINARS 900099 162376 162376 1190644 1367452 1367452 0 1324 1324 1084143 30445 110527 973616 30445 1004061 876971 127090 3490458 800000 3490458 800000 4290458 4290458 120514 613995 236589 -116075 -116075 0 1025947 396178 629769 394931 234838 MANAGEMENT FEES 541610 133384 133384 133384 25073494 1324028 1271902 5905087 0 0 0 0 480290 114141 366149 0 3113316 1909426 904783 299107 42666 42666 332424 193447 108605 30372 250428 141675 87741 21012 0 30994 26855 4139 57000 57000 25000 25000 51582 51582 246819 246819 362199 254501 107698 169384 54764 114620 762039 467630 252206 42203 344166 118398 212025 13743 347 1365 -1018 2004836 1868968 135868 28926 22814 6071 41 0 32118 20554 11266 298 88960 88960 0 1089624 1089624 137467 119398 18069 EXHIBITIONS AND COLLECTIONS 241723 241723 PRINTING 111019 59427 44457 7135 POSTAGE 43199 8549 16892 17758 SUBSCRIPTIONS AND DUES 31248 13163 16326 1759 10077774 6815382 2777382 485010 X 0 1036106 3599137 9571669 1784172 6481086 100062 70970 0 0 0 0 0 0 159012 170651 563688 461440 51040589 24965570 25647456 26075019 54888628 62115393 7459830 8660719 0 0 0 0 7273972 7907419 101475957 122550472 271694 496599 0 0 622894 617791 0 0 0 0 0 0 5682874 5042823 0 0 364093 183185 6941555 6340398 X 62971302 69197214 14140090 28956404 17423010 18056456 94534402 116210074 101475957 122550472 X 14995720 6548779 33350 97823 X false true X true false X 3527657 3501610 2925295 5641328 16572477 32168367 0 0 3527657 3501610 2925295 5641328 16572477 32168367 2020926 30147441 2082715 1645762 1192581 1580076 1606393 8107527 0 21392 21392 40297286 9638024 0.74813 0.61068 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 25000 false false false 25000 false Part II-B, Line 1f Atlanta History Center engaged with lobbyist to assist with the Passage of Georgia Senate Bill 240 of the 2014 Legislative Session. This special legislation allows us to build and operate a fully-functioning 19th century whiskey still on our 1860s farm site. It is our plan to use this still to demonstrate how corn and other agricultural products were distilled into whiskey by 19th century farmers. Historically, whiskey was used for a wide variety of purposes- medicinal and otherwise- and stills once formed an integral part of rural life across the American South. X X X X false 63313423 1180479 10456685 2459689 246819 72244079 58176386 41280 7982582 2656571 230254 63313423 63099878 481481 -1777925 3408644 218404 58176386 54720406 224266 11570475 3137950 277319 63099878 50029243 439315 7403351 2888785 262718 54720406 0.68927 0.14048 0.17025 true false 3630564 3630564 34427120 15147218 19279902 2128437 812317 1316120 1608246 1608246 0 9246225 7397792 1848433 26075019 8660719 F 8660719 THORNTON TRUST 5240065 SCHUTZE TRUST 2449354 AIKEN TRUST 218000 7907419 0 INTEREST RATE SWAP 183185 BANK OVERDRAFT 0 183185 X 32458872 6548779 93305 743294 7385378 25073494 25073494 10783200 59955 743294 803249 9979951 97823 97823 10077774 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, reserved 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 2014 and 2013, approximately $39,000 and $26,000 was charged to Organization, archival, museum, and horticultural collections for the purchase of historical collections, respectively. 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 110,527 Rental Expenses 236,589 Fundraising Expenses 396,178 Cost of Goods Sold -------- 743,294 ======== FORM 990, SCHEDULE D, PART XII, LINE 2D 110,527 Rental Expenses 236,589 Fundraising Expenses 396,178 Cost of Goods Sold -------- 743,294 ======== Form 990, Schedule D, Part XII, Line 4b $97,823 gain on interest rate swap FORM 990, SCHEDULE D, PART X, LINE 2 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 2014 or 2013. 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, 2011. Central America and the Caribbean Investments false false false false false false true COXE CURRY ASSOCIATES STRATEGIC GUIDANCE false 51582 51582 GA swan house ball 674191 568367 105824 74062 33362 102652 members guild 60318 45628 14690 13901 2820 9792 0 734509 613995 120514 87963 36182 112444 236589 -116075 X X X X X false false false false false false false true false Frank Hale CEO/President 240407 25000 21470 286877 X 15 N/A X ARCHIVAL RECORDS 91 0 N/A X REFERENCE MATERIALS 67 0 N/A X auction items 12 5458 FMV 2 false true false FORM 990, SCHEDULE M, LINE 33 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. FORM 990, SCHEDULE M, PART I, COLUMN B THE ORGANIZATION REPORTED THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, LINE 11A The Atlanta Historical Society will complete the preparation of the Form 990. This completed form 990 will be provided 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 VP Finance 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, highly compensated staff, or other disqulified persons utilizes compensation data collected in a similar fashion to the CEO/President compensation summary and is approved by the CEO/President and reviewed with the Compensation Committee. 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 $97,823 gain Interest rate swap MMHAHS LLC 130 WEST PACES FERRY ROAD ATLANTA GA 30305 580566162 MUSEUM GA 961346 4585264 NA