2013-02-12T14:43:12-06:00 2012-06-30 SMITH & HOWARD PC 171 17TH STREET SUITE 900 ATLANTA GA 30363 990 2011-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC % JEFF RUTLEDGE ATLA 4048144020 130 WEST PACES FERRY ROAD ATLANTA GA 30305 jeff rutledge 2013-01-25 true MARC AZAR 4048746244 2011 2016-03-07 17:11:31Z F Sheffield Hale 130 WEST PACES FERRY ROAD ATLANTA GA 30305 9738404 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. 32 32 154 130 1015958 -197753 3501610 2925295 1090972 1060341 8846114 -596750 1148073 1354106 14586769 4742992 0 0 0 0 4014674 4142317 144505 132474 617338 6331217 5280381 10490396 9555172 4096373 -4812180 100923776 94784679 7086878 6999522 93836898 87785157 X 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. The Atlanta History Center includes five signature exhibitions and three changing exhibition galleries in the Atlanta History Museum, two historic houses, archives/special libraries and 33 acres of gardens. The Atlanta History Center offers historical perspectives integrating history, education and life-enrichment programs through exhibitions and a variety of programs. Admission and program service fees are received for certain of these activities. Auxiliary operations maintained by the Society include a museum store and facility rentals. Additional sources of revenue include false false 900099 5544631 819856 The Atlanta History Center is a unique campus that houses the Atlanta History Museum, Centennial Olympic Games Museum, Swan House, Smith Family 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, 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 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 in the heart of Midtown Atlanta, including the house and apartment where Margaret Mitchell wrote her Pulitzer Prize-winning novel Gone With the Wind; visitors center and exhibition gallery; and, museum shop. 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 or reaches out to approximately 218,000 people annually. 900099 749238 240485 Throughout the year, we bring history to life through monthly living history programs, lectures with award-winning authors, toddler programs, homeschool days, school tours, summer camps, annual festivals such as Sheep to Shawl, and much more. Over 50,000 school children are served by the Atlanta History Center annually. 6293869 true true false 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 true true false false true false false false false false true 88 0 true 154 true true true true BD false false false true true false false false false X 32 32 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 John M Allan 1.0 X 0 0 Tom Asher 1.0 X 0 0 Joel Babbit 1.0 X 0 0 Charles H Battle Jr 1.0 X 0 0 Susan R Bell 1.0 X 0 0 Denise Cleveland-Leggett 1.0 X 0 0 Charles B Crawford Jr 1.0 X 0 0 James E Cushman Jr 1.0 X 0 0 Beverly M DuBose III 1.0 X 0 0 Julia V Emmons 1.0 X 0 0 Wesley A French 1.0 X 0 0 Thomas S Fricke 1.0 X 0 0 Samuel G Friedman 1.0 X 0 0 0 Lillian Giornelli 1.0 X 0 Ernest L Greer 1.0 X 0 James Hannan 1.0 X 0 M Maxine Hicks 1.0 X 0 David P Lanier 1.0 X 0 Sam Massell 1.0 X 0 Laura Miles 1.0 X 0 Philip F Mooney 1.0 X 0 Richard Brand Morgan 1.0 X 0 0 Karen Parker 1.0 X 0 Reinaldo Pascual 1.0 X 0 Jenny Pruitt 1.0 X 0 J Michael Robison 1.0 X 0 Chris Schoen 1.0 X 0 William B Shearer Jr 1.0 X 0 Stuart Snyder 1.0 X 0 John P Spalding 1.0 X 0 John A Fentener van Vlissingen 1.0 X 0 Michael A Woocher 1.0 X 0 MICHAEL FLOCK 1.0 X 0 JACK MARKWALTER 1.0 X SHIRLEY MITCHELL 1.0 X PETER MOISTER 1.0 X MICHAEL ROGERS 1.0 X CHRIS WOMACK 1.0 X Salvatore Cilella 40.0 X 195640 5680 Casey Steadman 40.0 X 109581 6314 Michael Rose 40.0 X 92041 6051 F Sheffield Hale 40.0 X 0 397262 0 18045 2 false true false SODEXO PO BOX 536922 ATLANTA GA 303536922 FACILITY MANAGEMENT 609335 BLUE CROSS BLUE SHIELD PO BOX 100376 ATLANTA GA 303840376 HEALTH INSURANCE 428430 DE LAGE LANDEN PO BOX 41602 PHILADELPHIA PA 191011602 COPIER LEASE 154698 COXE CURRY ASSOCIATES 50 HURT PLAZA SUITE 630 ATLANTA GA 30303 CONSULTING 142854 JOHNSON BRYAN PO BOX 20138 ATLANTA GA 30325 PROPERTY INSURANCE 127004 6 318622 552757 150621 1903295 29601 2925295 ADMISSIONS 900099 963699 963699 FEES FOR SEMINARS 900099 96642 96642 1060341 1046274 1046274 0 1622 1622 718522 39739 20305 698217 39739 737956 613576 124380 2439021 345000 4172479 254566 -1733458 90434 -1643024 90434 -1733458 108809 552757 252457 -143648 -143648 0 917600 295605 621995 402382 219613 MANAGEMENT FEES 541610 136181 136181 136181 4742992 1286956 1015958 -485217 0 0 0 0 448717 99662 349055 0 3103769 1973535 791813 338421 0 339344 203645 101536 34163 250487 146543 79964 23980 0 30243 4007 26236 58000 58000 0 132474 132474 217105 217105 189803 113119 76684 140870 34913 105857 100 518187 210329 280490 27368 351489 131061 207640 12788 745 745 1962714 1767784 194930 48069 29580 17075 1414 0 88574 32765 46206 9603 145043 142324 2719 0 1061315 1061315 128270 112113 16157 EXHIBITIONS AND COLLECTIONS 175965 175335 630 POSTAGE 46509 5736 22969 17804 PRINTING 79309 26653 37115 15541 SUBSCRIPTIONS AND DUES 38171 22705 11784 3682 9555172 6293869 2643965 617338 3500855 12571 2281202 2610522 1312812 1719745 106172 93818 0 0 0 0 0 0 166213 151254 361766 537491 52028759 26103009 27014475 25925750 51070175 44918368 7864306 11811784 0 0 0 0 7245800 7003376 100923776 94784679 255799 194593 0 0 485498 481172 0 0 0 0 0 0 6175154 5932593 0 0 170427 391164 7086878 6999522 X 64332459 59651571 12109602 10981172 17394837 17152414 93836898 87785157 100923776 94784679 X -4812180 -1239561 X false true true X false X 3306691 3509755 3527657 3501610 2925295 16771008 3306691 3509755 3527657 3501610 2925295 16771008 1641419 15129589 3154019 2613466 2082715 1645762 1192581 10688543 3952 289 21392 25633 27485184 10937229 0.55046 0.56539 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 63099878 481481 -1777925 3408644 218404 58176386 54720406 224266 11570475 3137950 277319 63099878 50029243 439315 7403351 2888785 262718 54720406 60992842 395985 -8054402 3055013 250169 50029243 0.69075 0.17445 0.13480 true false 3630564 3630564 33697168 13387715 20309453 1869546 789884 1079662 1848531 1833832 14699 10982953 10091581 891372 25925750 11811784 F 11811784 THORNTON TRUST 4718051 SCHUTZE TRUST 2067325 AIKEN TRUST 218000 7003376 0 INTEREST RATE SWAP 391164 391164 4742992 9555172 -4812180 -1018827 -220734 -1239561 -6051741 4295682 -1018827 93587 477930 -447310 4742992 4742992 10347423 93587 698664 792251 9555172 9555172 HISTORICAL COLLECTIONS 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 2012 and 2011, approximately $18,000 and $28,000 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. DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS 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. INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS 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. OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 FORM 990, SCHEDULE D, PART XII, LINE 2D Fundraising Expense 252,457 COGS 295,605 Rental Expense 20,305 Disposal of Property -90,437 ------- Total 477,930 ======== OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 FORM 990, SCHEDULE D, PART XIII, LINE 2D Fundraising Expense 252,457 COGS 295,605 Loss on interest rate swap 220,734 Rental Expense 20,305 Disposal of Property -90,437 -------- Total 698,664 ======== asc-740-10 footnote 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 2012 or 2011. 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, 2009. OTHER ADJUSTMENTS FORM 990, SCHEDULE D, PART XI, LINE 8 Loss on interest rate swap 220,734 Central America and the Caribbean Investments false false false false false false true COXE CURRY ASSOCIATES STRATEGIC GUIDANCE false 132474 132474 GA swan house ball 604372 508367 96005 67696 12500 129843 members guild 57194 44390 12804 22030 20388 0 661566 552757 108809 89726 12500 150231 252457 -143648 X X X false false false false false false false false false Salvatore Cilella 195640 6322 201962 X 22 N/A X ARCHIVAL RECORDS 123 0 N/A X REFERENCE MATERIALS 55 0 N/A X EQUIPMENT 2 6470 FMV X auction items 17 23131 FMV 1 false true false ORGANIZATION DID NOT REPORT REVENUES FOR A TYPE OF PROPERTY RECEIVED 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. NUMBER OF CONTRIBUTIONS FORM 990, SCHEDULE M, PART I, COLUMN B THE ORGANIZATION REPORTED THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11A The Atlanta Historical Society will complete the preparation of the Form 990 no later than January 31st. This completed form 990 will be presented to the Finance Committee of the Board of Trustees for review at its January meeting. The Form 990 will then be presented to the Board of Trustees at its February meeting. Pending Board meeting calendar, all presentations and reviews will occur prior to submission of the Form 990 to the IRS before February 15th. MONITORING AND ENFORCING COMPLIANCE WITH CONFLICT OF INTEREST POLICY 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. COMPENSATION DETERMINATION & REVIEW 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 COO 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 and is approved by the CEO/President or at their discretion reviewed with the Compensation Committee. DOCUMENTS MADE AVAILABLE TO THE PUBLIC 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/cms/Governance+and+Finance/341.html. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 5 Net unrealized loss on investments (1,018,827) Loss on interes rate swap (220,734) ------- Total (1,239,561) ======== OFFICER PART VII F. SHEFFIELD HALE BECAME THE CEO/PRESIDENT ON MARCH 19, 2012. MMHAHS LLC 130 WEST PACES FERRY ROAD ATLANTA GA 30305 580566162 MUSEUM GA 128904 3570322 NA