2011-02-02T13:34:44-06:00 2010-06-30 SMITH & HOWARD PC 171 17TH STREET SUITE 900 ATLANTA GA 30363 990 2009-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC ATLA 4048144165 130 WEST PACES FERRY ROAD ATLANTA GA 30305 SALVATORE CILELLA 4048144000 2011-02-05 true MARC AZAR 4048746244 2009 2016-02-24 21:20:13Z SALVATORE CILELLA 130 WEST PACES FERRY ROAD ATLANTA GA 30305 12017177 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. 32 32 152 186 515424 -184228 3509755 3527657 1057073 971076 -4562678 5768239 1383124 1205496 1387274 11472468 0 0 0 0 4040504 3827810 0 0 510318 6731996 5967086 10772500 9794896 -9385226 1677572 88462387 92506718 6601413 6849564 81860974 85657154 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 false false 900099 5905792 727458 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. 900099 699988 243618 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. 6605780 true true false false false false true false 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 false false false false true 59 0 true 152 true true true true BD false false false true true false false false 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 CASEY STEADMAN 4048144000 130 WEST PACES FERRY ROAD ATLANTA GA 30305 John M Allan 1.0 X Elizabeth M Allen 1.0 X Tom Asher 1.0 X Joel Babbit 1.0 X Susan R Bell 1.0 X Denise Cleveland-Leggett 1.0 X Charles B Crawford Jr 1.0 X James E Cushman Jr 1.0 X Beverly M DuBose III 1.0 X Julia V Emmons 1.0 X Wesley A French 1.0 X Samuel G Friedman Jr 1.0 X Lillian C Giornelli 1.0 X Ernest Greer 1.0 X F Sheffield Hale 1.0 X James Hannan 1.0 X Robert A Irvin 1.0 X David P Lanier 1.0 X Sam Massell 1.0 X Frank McCloskey 1.0 X Laura S Miles 1.0 X Phil Mooney 1.0 X R Brand Morgan 1.0 X Karen S Parker 1.0 X Jenny S Pruitt 1.0 X J Michael Robison 1.0 X Christian B Schoen 1.0 X William B Shearer Jr 1.0 X Stuart Snyder 1.0 X John P Spalding 1.0 X John A Fentener van Vlissingen 1.0 X Michael A Woocher 1.0 X Salvatore Cilella 40.0 X 192617 0 7871 Casey Steadman 40.0 X 102051 7714 Michael Rose 40.0 X 77922 10812 Kathleen Egan 40.0 X 103878 14783 476468 0 41180 3 false true false 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 11 330614 557677 158076 2481290 44531 3527657 ADMISSIONS 900099 843712 843712 FEES FOR SEMINARS 900099 127364 127364 971076 1471369 1471369 0 2124 2124 587574 21648 587574 21648 609222 609222 4296870 0 4296870 4296870 4296870 190834 557677 247382 -56548 -56548 0 858209 297327 560882 515424 45458 MISCELLANEOUS REVENUE 900099 21392 21392 MANAGEMENT FEES 541610 68424 68424 89816 11472468 1039500 515424 6389887 0 0 0 0 487983 81600 296100 110283 0 2752988 1681610 802314 269064 0 360379 220013 105115 35251 226460 138329 65998 22133 0 39475 14718 24757 34700 34700 0 0 263905 263905 443597 276962 166635 205254 48635 156619 395375 202064 154136 39175 313896 44719 264457 4720 1172 672 500 1907736 1695567 212169 91381 66554 21968 2859 0 41682 18274 17898 5510 160401 160035 366 0 1656353 1656353 109663 93663 16000 EXHIBITIONS AND COLLECTIONS 142917 137147 5770 POSTAGE 48077 10657 25731 11689 PRINTING 69404 38654 24269 6481 SUBSCRIPTIONS AND DUES 42098 19554 19891 2653 9794896 6605780 2678798 510318 271239 66873 1256849 1140639 1392641 1667270 167378 108438 158225 149497 345398 315163 55850052 27361504 29277376 28488548 43409609 47203197 5976792 6987694 6206880 6379399 88462387 92506718 599893 342714 535009 423216 4453096 5926801 1013415 156833 6601413 6849564 X 58567688 60463427 6942175 8665291 16351111 16528436 81860974 85657154 88462387 92506718 X false true true X false X 5613038 5779517 3306691 3509755 3527657 21736658 5613038 5779517 3306691 3509755 3527657 21736658 2068625 19668033 1485220 2435315 3154019 2613466 2082715 11770735 235291 73815 3952 289 21392 334739 33842132 13345985 0.58117 0.64309 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 56231317 439315 7580676 2888785 262718 61099805 68689805 395985 -9549291 3055013 250169 56231317 0.60321 0.27052 0.12627 true false 3630565 3630565 34481022 12209838 22271184 2483153 1181600 1301553 3234961 3217670 17291 12020351 10752396 1267955 28488548 6987694 F 6987694 THORNTON TRUST 4221201 SCHUTZE TRUST 1940198 AIKEN TRUST 218000 CHAMBERS TRUST 0 6379399 0 COLLECTION PURCHASE OBLIGATION 0 INTEREST RATE SWAP 156833 156833 11472468 9794896 1677572 2142026 -23418 2118608 3796180 14232422 2142026 73219 544709 2759954 11472468 11472468 10436242 73219 568127 641346 9794896 9794896 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 Central America and the Caribbean Investments WINTER FUND 53795 34025 19770 17793 3007 12003 SWAN HOUSE BALL 694716 523652 171064 65158 12255 137166 0 748511 557677 190834 82951 15262 149169 247382 -56548 X X X false false false false false false false false false Salvatore Cilella 188106 0 0 4511 363 8366 201346 0 X 2 N/A X 31 N/A X ARCHIVAL RECORDS 79 0 N/A X REFERENCE MATERIALS 79 0 N/A X AUCTION ITEMS 47 44531 FMV 2 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 1, 22 and 25 of Schedule M. 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. MMHAHS LLC 130 WEST PACES FERRY ROAD ATLANTA GA 30305 580566162 MUSEUM GA -16309 779010 NA