ATLANTA HISTORICAL SOCIETY INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ATLANTA HISTORICAL SOCIETY INC (EIN 58-0566162)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-02
- IRS object ID
- 201130339349300513
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-02T13:34:44-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & HOWARD PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 17TH STREET SUITE 900 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30363 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566162 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATLANTA HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ATLA | NameControl |
| Phone | 4048144165 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST PACES FERRY ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SALVATORE CILELLA | Name |
| Title | CEO/PRESIDENT | Title |
| Phone | 4048144000 | Phone |
| Date Signed | 2011-02-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARC AZAR | Name |
| Phone | 4048746244 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SALVATORE CILELLA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST PACES FERRY ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12017177 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ATLANTAHISTORYCENTER.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1927 | YearFormation |
| State Legal Domicile | GA | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION'S PRIMARY PURPOSE IS TO COLLECT, PRESERVE, AND DISSEMINATE INFORMATION ABOUT ATLANTA, GEORGIA AND ITS ENVIRONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 152 | TotalNbrEmployees |
| Total Nbr Volunteers | 186 | TotalNbrVolunteers |
| Total Gross UBI | 515424 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -184228 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3509755 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3527657 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1057073 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 971076 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -4562678 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5768239 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1383124 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1205496 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1387274 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11472468 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4040504 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3827810 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 510318 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6731996 | OtherExpensePriorYear |
| Other Expenses Current Year | 5967086 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10772500 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9794896 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9385226 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1677572 | RevenuesLessExpensesCY |
| Total Assets BOY | 88462387 | TotalAssetsBOY |
| Total Assets EOY | 92506718 | TotalAssetsEOY |
| Total Liabilities BOY | 6601413 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6849564 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 81860974 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 85657154 | NetAssetsOrFundBalancesEOY |
| Mission Description | The organization's primary purpose is to collect, preserve, and disseminate information about Atlanta, Georgia and its environs. 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 lecture series, seminars and tours. 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 contributions and grants from governmental agencies | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Activity Code | 900099 | ActivityCode |
| Expense | 5905792 | Expense |
| Revenue | 727458 | Revenue |
| Description | 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 hosts approximately 250,000 people annually. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity Code | 900099 | ActivityCode |
| Expense | 699988 | Expense |
| Revenue | 243618 | Revenue |
| Description | Throughout the year, we bring history to life through living history programs, lectures with award-winning authors, toddler programs, homeschool days, school tours, summer camps, music series, annual festivals such as Sheep to Shawl, and much more. Over 60,000 school children are served by the Atlanta History Center annually. The Center for Southern Literature at the Margaret Mitchell House & Museum presents over 30 literary lectures with award-winning authors and writing workshops for children and adults are available throughout the year. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6605780 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 59 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 152 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CASEY STEADMAN | NamePerson |
| Telephone Number | 4048144000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST PACES FERRY ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| John M Allan | |||||||
| Trustee | 1.0 | X | |||||
| Elizabeth M Allen | |||||||
| Trustee | 1.0 | X | |||||
| Tom Asher | |||||||
| Trustee | 1.0 | X | |||||
| Joel Babbit | |||||||
| Trustee | 1.0 | X | |||||
| Susan R Bell | |||||||
| Trustee | 1.0 | X | |||||
| Denise Cleveland-Leggett | |||||||
| Trustee | 1.0 | X | |||||
| Charles B Crawford Jr | |||||||
| Trustee | 1.0 | X | |||||
| James E Cushman Jr | |||||||
| Trustee | 1.0 | X | |||||
| Beverly M DuBose III | |||||||
| Trustee | 1.0 | X | |||||
| Julia V Emmons | |||||||
| Trustee | 1.0 | X | |||||
| Wesley A French | |||||||
| Trustee | 1.0 | X | |||||
| Samuel G Friedman Jr | |||||||
| Trustee | 1.0 | X | |||||
| Lillian C Giornelli | |||||||
| Trustee | 1.0 | X | |||||
| Ernest Greer | |||||||
| Trustee | 1.0 | X | |||||
| F Sheffield Hale | |||||||
| Trustee | 1.0 | X | |||||
| James Hannan | |||||||
| Trustee | 1.0 | X | |||||
| Robert A Irvin | |||||||
| Trustee | 1.0 | X | |||||
| David P Lanier | |||||||
| Trustee | 1.0 | X | |||||
| Sam Massell | |||||||
| Trustee | 1.0 | X | |||||
| Frank McCloskey | |||||||
| Trustee | 1.0 | X | |||||
| Laura S Miles | |||||||
| Trustee | 1.0 | X | |||||
| Phil Mooney | |||||||
| Trustee | 1.0 | X | |||||
| R Brand Morgan | |||||||
| Trustee | 1.0 | X | |||||
| Karen S Parker | |||||||
| Trustee | 1.0 | X | |||||
| Jenny S Pruitt | |||||||
| Trustee | 1.0 | X | |||||
| J Michael Robison | |||||||
| Trustee | 1.0 | X | |||||
| Christian B Schoen | |||||||
| Trustee | 1.0 | X | |||||
| William B Shearer Jr | |||||||
| Trustee | 1.0 | X | |||||
| Stuart Snyder | |||||||
| Trustee | 1.0 | X | |||||
| John P Spalding | |||||||
| Trustee | 1.0 | X | |||||
| John A Fentener van Vlissingen | |||||||
| Trustee | 1.0 | X | |||||
| Michael A Woocher | |||||||
| Trustee | 1.0 | X | |||||
| Salvatore Cilella | |||||||
| CEO/President | 40.0 | X | 192617 | 0 | 7871 | ||
| Casey Steadman | |||||||
| COO | 40.0 | X | 102051 | 7714 | |||
| Michael Rose | |||||||
| Executive VP | 40.0 | X | 77922 | 10812 | |||
| Kathleen Egan | |||||||
| VP, Development | 40.0 | 103878 | 14783 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 476468 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 41180 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| GEORGIA POWER | |||||
| 96 ANNEX | ATLANTA | GA | 30396 | ELECTRIC | 761555 |
| SODEXO | |||||
| PO BOX 536922 | ATLANTA | GA | 303536922 | FACILITY MGMT | 603174 |
| VALLEY CREST LANDSCAPE | |||||
| PO BOX 404083 | ATLANTA | GA | 303844083 | FACILITY MGMT | 424961 |
| BLUE CROSS BLUE SHIELD OF GA | |||||
| PO BOX 100376 | ATLANTA | GA | 303840376 | HEALTH INSURANCE | 340834 |
| WACHOVIA | |||||
| PO BOX 740502 | ATLANTA | GA | 303740502 | BANKING | 287630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Membership Dues | 330614 | MembershipDues |
| Fundraising Events | 557677 | FundraisingEvents |
| Government Grants | 158076 | GovernmentGrants |
| All Other Contributions | 2481290 | AllOtherContributions |
| Noncash Contributions | 44531 | NoncashContributions |
| Total Contributions | 3527657 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS | 900099 | 843712 | 843712 |
| FEES FOR SEMINARS | 900099 | 127364 | 127364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 971076 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1471369 | TotalRevenueColumn |
| Exclusion | $1,471,369 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2124 | TotalRevenueColumn |
| Exclusion | $2,124 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 587574 | Real |
| Personal | 21648 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 587574 | Real |
| Personal | 21648 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 609222 | TotalRevenueColumn |
| Exclusion | $609,222 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4296870 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4296870 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4296870 | TotalRevenueColumn |
| Exclusion | $4,296,870 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 190834 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 557677 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 247382 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -56548 | TotalRevenueColumn |
| Exclusion | -$56,548 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 858209 | GrossSalesOfInventory |
| Cost Of Goods Sold | 297327 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 560882 | TotalRevenueColumn |
| Unrelated Business Revenue | 515424 | UnrelatedBusinessRevenue |
| Exclusion | $45,458 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | 21392 | $21,392 | |
| MANAGEMENT FEES | 541610 | 68424 | 68424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 89816 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11472468 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1039500 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 515424 | UnrelatedBusinessRevenue |
| Exclusion | $6,389,887 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 487983 | Total |
| Program Services | 81600 | ProgramServices |
| Management And General | 296100 | ManagementAndGeneral |
| Fundraising | 110283 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2752988 | Total |
| Program Services | 1681610 | ProgramServices |
| Management And General | 802314 | ManagementAndGeneral |
| Fundraising | 269064 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360379 | Total |
| Program Services | 220013 | ProgramServices |
| Management And General | 105115 | ManagementAndGeneral |
| Fundraising | 35251 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226460 | Total |
| Program Services | 138329 | ProgramServices |
| Management And General | 65998 | ManagementAndGeneral |
| Fundraising | 22133 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39475 | Total |
| Program Services | 14718 | ProgramServices |
| Management And General | 24757 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34700 | Total |
| Management And General | 34700 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263905 | Total |
| Management And General | 263905 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 443597 | Total |
| Program Services | 276962 | ProgramServices |
| Management And General | 166635 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205254 | Total |
| Program Services | 48635 | ProgramServices |
| Management And General | 156619 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395375 | Total |
| Program Services | 202064 | ProgramServices |
| Management And General | 154136 | ManagementAndGeneral |
| Fundraising | 39175 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 313896 | Total |
| Program Services | 44719 | ProgramServices |
| Management And General | 264457 | ManagementAndGeneral |
| Fundraising | 4720 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1172 | Total |
| Program Services | 672 | ProgramServices |
| Fundraising | 500 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1907736 | Total |
| Program Services | 1695567 | ProgramServices |
| Management And General | 212169 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91381 | Total |
| Program Services | 66554 | ProgramServices |
| Management And General | 21968 | ManagementAndGeneral |
| Fundraising | 2859 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41682 | Total |
| Program Services | 18274 | ProgramServices |
| Management And General | 17898 | ManagementAndGeneral |
| Fundraising | 5510 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160401 | Total |
| Program Services | 160035 | ProgramServices |
| Management And General | 366 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1656353 | Total |
| Program Services | 1656353 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109663 | Total |
| Program Services | 93663 | ProgramServices |
| Management And General | 16000 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EXHIBITIONS AND COLLECTIONS | 142917 | 137147 | 5770 | |
| POSTAGE | 48077 | 10657 | 25731 | 11689 |
| PRINTING | 69404 | 38654 | 24269 | 6481 |
| SUBSCRIPTIONS AND DUES | 42098 | 19554 | 19891 | 2653 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9794896 | Total |
| Program Services | 6605780 | ProgramServices |
| Management And General | 2678798 | ManagementAndGeneral |
| Fundraising | 510318 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271239 | BOY |
| EOY | 66873 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1256849 | BOY |
| EOY | 1140639 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1392641 | BOY |
| EOY | 1667270 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167378 | BOY |
| EOY | 108438 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158225 | BOY |
| EOY | 149497 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345398 | BOY |
| EOY | 315163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55850052 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27361504 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29277376 | BOY |
| EOY | 28488548 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43409609 | BOY |
| EOY | 47203197 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5976792 | BOY |
| EOY | 6987694 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6206880 | BOY |
| EOY | 6379399 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88462387 | BOY |
| EOY | 92506718 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 599893 | BOY |
| EOY | 342714 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 535009 | BOY |
| EOY | 423216 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4453096 | BOY |
| EOY | 5926801 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1013415 | BOY |
| EOY | 156833 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6601413 | BOY |
| EOY | 6849564 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58567688 | BOY |
| EOY | 60463427 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6942175 | BOY |
| EOY | 8665291 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16351111 | BOY |
| EOY | 16528436 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81860974 | BOY |
| EOY | 85657154 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88462387 | BOY |
| EOY | 92506718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5613038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5779517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3306691 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3509755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3527657 | CurrentTaxYear |
| Total | 21736658 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5613038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5779517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3306691 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3509755 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3527657 | CurrentTaxYear |
| Total | 21736658 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2068625 | AmountsSubstContributorsTotal |
| Public Support Total170 | 19668033 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1485220 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2435315 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3154019 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2613466 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2082715 | CurrentTaxYear |
| Total | 11770735 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 235291 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 289 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21392 | CurrentTaxYear |
| Total | 334739 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 33842132 | TotalSupport |
| Gross Receipts From Admissions Etc | 13345985 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.58117 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.64309 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 56231317 | BeginningOfYearBalance |
| Contributions | 439315 | Contributions |
| Investment Earnings Or Losses | 7580676 | InvestmentEarningsOrLosses |
| Other Expenditures | 2888785 | OtherExpenditures |
| Administrative Expenses | 262718 | AdministrativeExpenses |
| End Of Year Balance | 61099805 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 68689805 | BeginningOfYearBalance |
| Contributions | 395985 | Contributions |
| Investment Earnings Or Losses | -9549291 | InvestmentEarningsOrLosses |
| Other Expenditures | 3055013 | OtherExpenditures |
| Administrative Expenses | 250169 | AdministrativeExpenses |
| End Of Year Balance | 56231317 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.60321 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27052 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12627 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3630565 | OtherCostOrOtherBasis |
| Book Value | 3630565 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34481022 | OtherCostOrOtherBasis |
| Depreciation | 12209838 | Depreciation |
| Book Value | 22271184 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2483153 | OtherCostOrOtherBasis |
| Depreciation | 1181600 | Depreciation |
| Book Value | 1301553 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3234961 | OtherCostOrOtherBasis |
| Depreciation | 3217670 | Depreciation |
| Book Value | 17291 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12020351 | OtherCostOrOtherBasis |
| Depreciation | 10752396 | Depreciation |
| Book Value | 1267955 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28488548 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 6987694 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 6987694 | TotalOfBookValueSecurities |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| THORNTON TRUST | 4221201 |
| SCHUTZE TRUST | 1940198 |
| AIKEN TRUST | 218000 |
| CHAMBERS TRUST | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 6379399 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| COLLECTION PURCHASE OBLIGATION | $0 |
| INTEREST RATE SWAP | $156,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 156833 | TotalOfAmounts |
| Total Revenue | 11472468 | TotalRevenue |
| Total Expenses | 9794896 | TotalExpenses |
| Excess Or Deficit For Year | 1677572 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2142026 | NetUnrealizedGLOnInvestments |
| Other | -$23,418 | OtherAmount |
| Total Adjustments | 2118608 | TotalAdjustments |
| Excess Or Deficit Per FS | 3796180 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14232422 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2142026 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 73219 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 544709 | OtherRevenues |
| Revenue Not Rptd F990 | 2759954 | RevenueNotRptdF990 |
| Revenue Subtotal | 11472468 | RevenueSubtotal |
| Total Revenue Per Form990 | 11472468 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10436242 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 73219 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 568127 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 641346 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9794896 | ExpensesSubtotal |
| Total Expenses Per Form990 | 9794896 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| HISTORICAL COLLECTIONS | FORM 990, SCHEDULE D, PART III, LINE 1A | The Organization's historical buildings and collections are essential in enabling the Organization to fulfill its mission and purpose. The Organization's 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 2010 and 2009, approximately $22,000 and $56,000 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. 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 247,382 COGS 297,327 -------- Total 544,709 ======== |
| 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 247,382 COGS 297,327 Loss on interest rate swap 23,418 -------- Total 568,127 ======== |
| FIN 48 FOOTNOTE | FORM 990, SCHEDULE D, PART X, LINE 2 | 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 2010 or 2009. 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. |
| OTHER ADJUSTMENTS | FORM 990, SCHEDULE D, PART XI, LINE 8 | Loss on interest rate swap 23,418 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINTER FUND | NameOfEvent1 |
| Gross Receipts Event1 | 53795 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 34025 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19770 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 17793 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 3007 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 12003 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SWAN HOUSE BALL | NameOfEvent2 |
| Gross Receipts Event2 | 694716 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 523652 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 171064 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 65158 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 12255 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 137166 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 748511 | GrossReceiptsTotal |
| Charitable Contributions Total | 557677 | CharitableContributionsTotal |
| Gross Revenue Total Events | 190834 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 82951 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 15262 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 149169 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 247382 | DirectExpenseSummaryEvents |
| Net Income Summary | -56548 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Salvatore Cilella | NamePerson |
| Base Compensation Filing Org | 188106 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Other Compensation Filing Org | 4511 | OtherCompensationFilingOrg |
| Deferred Comp Filing Org | 363 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 8366 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 201346 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 31 | NumberOfContributions |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ARCHIVAL RECORDS | 79 | 0 | N/A |
| X | REFERENCE MATERIALS | 79 | 0 | N/A |
| X | AUCTION ITEMS | 47 | 44531 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATION DID NOT REPORT REVENUES FOR A TYPE OF PROPERTY RECEIVED | Identifier |
| Return Reference | FORM 990, SCHEDULE M, LINE 33 | ReturnReference |
| Explanation | Under SFAS 116, the organzation does not report revenues for artwork and collections received on its financial statements as reported on lines 1, 22 and 25 of Schedule M. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MMHAHS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 WEST PACES FERRY ROAD | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 580566162 | EIN |
| Primary Activities | MUSEUM | PrimaryActivities |
| Legal Domicile State | GA | LegalDomicileState |
| Total Income | -16309 | TotalIncome |
| EOY Assets | 779010 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |