WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION (EIN 23-7348133)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-04-08
- IRS object ID
- 202520989349300947
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-08T11:34:18-07:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202571677 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORLISS & SOLOMON PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 CHARLOTTE ST SUITE 1 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237348133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Western North Carolina Historical Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8282539231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 283 Victoria Road | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steve L Johnson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8282539231 | PhoneNum |
| Signature | 2025-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Todd Oldenburg | PreparerPersonNm |
| PTIN | P02281691 | PTIN |
| Phone | 8282360206 | PhoneNum |
| Preparation | 2025-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Asheville Museum of History | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steve Lee Johnson | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 283 Victoria Road | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $198,024 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.wnchistory.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | The mission of Western North Carlina Historical Association is to preserve and promote the history and legacy of Western North Carolina through interpretation, education, collection, and collaboration. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $98,379 | PYContributionsGrantsAmt |
| CY Contributions Grants | $87,474 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,992 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,538 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,900 | PYInvestmentIncomeAmt |
| CY Investment Income | $102,012 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,908 | PYOtherRevenueAmt |
| CY Other Revenue | -$21,766 | CYOtherRevenueAmt |
| PY Total Revenue | $193,179 | PYTotalRevenueAmt |
| CY Total Revenue | $176,258 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,990 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,284 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $127,339 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $122,682 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,415 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $241,945 | PYOtherExpensesAmt |
| CY Other Expenses | $150,732 | CYOtherExpensesAmt |
| PY Total Expenses | $372,274 | PYTotalExpensesAmt |
| CY Total Expenses | $306,698 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$179,095 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$130,440 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,574,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,509,709 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,301 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $692 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,572,091 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,509,017 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of Western North Carlina Historical Association is to preserve and promote the history and legacy of Western North Carolina through interpretation, education, collection, and collaboration. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $268,385 | ExpenseAmt |
| Grant | $33,284 | GrantAmt |
| Revenue | $8,538 | RevenueAmt |
| Desc | New Museum and Permanent Exhibition In fiscal year 2023-2024, the Western North Carolina Historical Association transformed the historic Smith-McDowell House, built circa 1840, into the Asheville Museum of History. This was a major endeavor that followed a multi-year restoration of the house that was completed in 2022. The first floor of the house was transformed into an exhibition space dedicated to representing the history of all 23 counties of Western North Carolina. The new iteration of the museum includes a permanent exhibition featuring a timeline of regional history starting with prehistoric and geological history, the history of pre-colonial indigenous peoples, exploration and colonial settlers, pre-Civil War settlements, railroad and urban expansion, Appalachian communities, the impacts of World Wars I and II on the region, urban redevelopment, tourism, industry, and many other historical topics running through the contemporary period and ending in 2023. The permanent exhibit is also comprised of two galleries exploring geological, environmental, and cultural histories of the region. The exhibit contains multiple artifact displays, wall text panels, and graphics illustrating these histories and topics. The grand opening of the Asheville Museum of History occurred in October 2023 with a successful opening reception and other events including educational programming. A temporary traveling exhibition on the tile work of Western North Carolina resident Rafael Guastavino, who was responsible for the tile work in the Biltmore Estate, along with many other important buildings nationwide, accompanied the permanent exhibition in the adjacent galleries and also opened along with the grand opening in October. There was also a major rebranding effort with new logos, a new website, press, and a new style guide to transform what was previously referred to as the Smith-McDowell House into the Asheville Museum of History. The new permanent exhibition was supported by a grant from North Carolina Humanities, along with private donations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Educational Programming Ongoing educational programming at the Asheville Museum of History in fiscal year 2023-2024 was packed full of a variety of interesting program offerings both in person and online as virtual programs. Programs included: -Six History Hour Series lectures with guest historians and lecturers that served an average of 40 audience members each lecture. These lectures were ticketed events hosted online through Zoom and included a low or no cost ticket option through the museums Community Fund. Three of the programs were offered as hybrid events in person and online through a collaborative program with the Osher Lifelong Learning Institute at UNC Asheville. -Five outdoor History Hiking programs led by the museums programs director and guest historians at various historic and natural sites throughout the region. These hikes served an average of 10 people per program and occurred in the summer of 2023. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Thomas Wolfe Literary Award and Outstanding Achievement Award The Asheville Museum of History hosts two major awards programs, the Thomas Wolfe Memorial Literary Award and the Outstanding Achievement Award. Named for the famed Asheville-born novelist, the Thomas Wolfe Memorial Literary Award has been presented annually by the Western North Carolina Historical Association since 1955 to honor outstanding literature by regional authors or works that take place in Western North Carolina. The museum also presents an annual Outstanding Achievement Award to organizations or individuals who have undertaken special and exceptional efforts in preserving or promoting local and regional history in the Western North Carolina community. In fiscal year 2023-2024, the Thomas Wolf Literary Award ceremony was hosted on April 25, 2023 and honored winning author David Joy for his novel Those We Thought We Knew, along with four other finalists. The Outstanding Achievement Award was presented at the grand opening of the museum in October 2023 to Grace Gordon Pless for her six decades of dedication to Asheville area history, including her work with the Asheville Urban Trail. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $268,385 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Polly Roman-Smith | PersonNm |
| Phone | 8282539231 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 283 Victoria Road | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| Anne Chesky | ||||||
| Executive Director | 40.00 | Yes (X) | $73,782 | $0 | $0 | |
| Ralph Simpson | ||||||
| President | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Catherine Brod | ||||||
| Vice President | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michael McLaughlin | ||||||
| Secretary | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dirk Wilmoth | ||||||
| Treasurer | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Martha Fullington | ||||||
| Board Member | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Geoffery Cantrell | ||||||
| Board Member | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Jim Buchanan | ||||||
| Board Member | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Dee James | ||||||
| Board Member | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Allan Tarleton | ||||||
| Board Member | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Kirk Brown | ||||||
| Board Member | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Catherine Frank | ||||||
| Board Member | 6.00 | $0 | $0 | $0 | Yes (X) | |
| Kieta Osteen-Cochrane | ||||||
| Board Member | 6.00 | $0 | $0 | $0 | Yes (X) | |
| James Bradley | ||||||
| Board Member | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Steven Lee Johnson | ||||||
| Board Member | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $73,782 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $15,110 | MembershipDuesAmt |
| Fundraising | $15,021 | FundraisingAmt |
| Government Grants | $10,000 | GovernmentGrantsAmt |
| All Other Contributions | $47,343 | AllOtherContributionsAmt |
| Total Contributions | $87,474 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Admission Fees | 712110 | $6,141 | $0 | $0 |
| Adult Programs | 712110 | $2,397 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,538 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,483 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $95,483 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,529 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,529 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,529 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $15,021 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,766 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,766 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$21,766 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,258 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,538 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $80,246 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,026 | TotalAmt |
| Program Services | $31,026 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,258 | TotalAmt |
| Program Services | $2,258 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,360 | TotalAmt |
| Program Services | $41,888 | ProgramServicesAmt |
| Management And General | $5,236 | ManagementAndGeneralAmt |
| Fundraising | $5,236 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,248 | TotalAmt |
| Program Services | $48,998 | ProgramServicesAmt |
| Management And General | $6,125 | ManagementAndGeneralAmt |
| Fundraising | $6,125 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,074 | TotalAmt |
| Program Services | $7,259 | ProgramServicesAmt |
| Management And General | $908 | ManagementAndGeneralAmt |
| Fundraising | $907 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,595 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,595 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,451 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,451 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,092 | TotalAmt |
| Program Services | $3,710 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $382 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,323 | TotalAmt |
| Program Services | $11,449 | ProgramServicesAmt |
| Management And General | $1,676 | ManagementAndGeneralAmt |
| Fundraising | $198 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808 | TotalAmt |
| Program Services | $646 | ProgramServicesAmt |
| Management And General | $81 | ManagementAndGeneralAmt |
| Fundraising | $81 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,346 | TotalAmt |
| Program Services | $35,271 | ProgramServicesAmt |
| Management And General | $1,075 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244 | TotalAmt |
| Program Services | $244 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,807 | TotalAmt |
| Program Services | $4,307 | ProgramServicesAmt |
| Management And General | $1,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Adult Programs | $228 | $228 | $0 | $0 |
| Program Exhibits | $69,064 | $69,064 | $0 | $0 |
| Other Program Expenses | $265 | $265 | $0 | $0 |
| Fiscal Agent Sponsorship Expenses | $10,715 | $10,715 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794 | TotalAmt |
| Program Services | $1,057 | ProgramServicesAmt |
| Management And General | $251 | ManagementAndGeneralAmt |
| Fundraising | $486 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,698 | TotalAmt |
| Program Services | $268,385 | ProgramServicesAmt |
| Management And General | $24,898 | ManagementAndGeneralAmt |
| Fundraising | $13,415 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,451 | BOYAmt |
| EOY | $8,390 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138 | BOYAmt |
| EOY | $1,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,373,632 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,879 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,307,800 | BOYAmt |
| EOY | $1,309,753 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,002,943 | BOYAmt |
| EOY | $2,027,772 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,060 | BOYAmt |
| EOY | $161,965 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,574,392 | BOYAmt |
| EOY | $3,509,709 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301 | BOYAmt |
| EOY | $692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301 | BOYAmt |
| EOY | $692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,589 | BOYAmt |
| EOY | $11,480 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,463,502 | BOYAmt |
| EOY | $3,497,537 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,091 | BOYAmt |
| EOY | $3,509,017 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,574,392 | BOYAmt |
| EOY | $3,509,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$130,440 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $67,366 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,510,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,474 | CurrentTaxYearAmt |
| Total | $1,815,828 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,463 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,510,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $87,474 | CurrentTaxYearAmt |
| Total | $1,815,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $62,685 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,753,143 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $535,484 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,322 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,483 | CurrentTaxYearAmt |
| Total | $834,503 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $27,908 | CurrentTaxYearMinus1YearAmt |
| Total | $27,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,678,239 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $52,224 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: Collection Sales 2022: 27908. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,060 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,806 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,450 | OtherExpendituresAmt |
| Administrative Expenses | $1,451 | AdministrativeExpensesAmt |
| End Year Balance | $161,965 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $172,986 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,897 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,650 | OtherExpendituresAmt |
| Administrative Expenses | $1,379 | AdministrativeExpensesAmt |
| End Year Balance | $155,060 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,389 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,795 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,500 | OtherExpendituresAmt |
| Administrative Expenses | $1,698 | AdministrativeExpensesAmt |
| End Year Balance | $172,986 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,692 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $44,459 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,500 | OtherExpendituresAmt |
| Administrative Expenses | $1,262 | AdministrativeExpensesAmt |
| End Year Balance | $179,389 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $171,288 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$11,331 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,830 | OtherExpendituresAmt |
| Administrative Expenses | $1,435 | AdministrativeExpensesAmt |
| End Year Balance | $143,692 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $234,200 | OtherCostOrOtherBasisAmt |
| Book Value | $234,200 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,073,600 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $1,073,600 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,879 | DepreciationAmt |
| Book Value | $1,953 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,309,753 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds held at Western North Carolina Community Foundation | Desc |
| Book Value | $161,965 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $161,965 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 4 | WNCHA obtains and retains objects in its collection which is congruent with the interpretation of the history of western North Carolina as well as objects that fit the scale and asthetics of period rooms within the Smith-McDowell House, our facility. |
| Pt V, Line 4 | The purpose of the endowment is to generate investment income to supplement operating funds. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | First Look Gala | Event1Nm |
| Gross Receipts Event1 | $15,021 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,021 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $0 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,332 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,718 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,316 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $15,021 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $15,021 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $0 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,332 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,718 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,316 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,766 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,766 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| SA Cemetary Association | ||||||
| 305 Lakewood Drive | Asheville | NC | 28803 | 843950555 | $18,840 | Program Assistance |
| The RAIL Project | ||||||
| 20 North Main Street | Marion | NC | 28752 | 934393955 | $12,186 | Railroad Project |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Form 990 is prepared by a CPA firm, reviewed by management, presented to the board for review, proposed revisions and final approval. |
| Pt VI, Line 12c | Board members are annually required to disclose any potential conflicts of interest in writing. These disclosures are kept on file. |
| Pt VI, Line 18 | The Form 1023 is available upon request and the Forms 990 are available on the websites of many charity watchdog organizations and upon request. |
| Pt VI, Line 19 | Governing documents are available upon request. |
| Other | Carryover of Schedule O Note from prior year 990 -- In the year ended April 30, 2019, the organization received a contribution in the amount of $2,274,153. This contribution meets the IRS criteria for an unusual grant for the Schedule A, public support test. The unusual grant criteria that the organization met is as follows: 1. A substantial contribution from a disinterested part. 2. Attracted by reason of the publicly supported nature of the organization. 3. Is unusual and unexpected in amount. 4. Would, by reason of its large amount, result in the organizations not meeting the applicable public support test. |
| Pt XII, Line 1 | Modified cash |
Comments