2024-10-30T11:42:27-07:00 2023-12-31 990 2023-01-01 320320825 EAST TENNESSEE HISTORICAL SOCIETY INC EAST 8652158824 PO Box 1629 Knoxville TN 379011629 Warren Dockter President/CEO 8652158823 2024-10-30 1 2023 2024-10-15 13:58:12Z Joe E Thompson III 11400 Parkside Dr Ste 200 Knoxville TN 37934 1891530 0 X www.easttnhistory.org X 2010 TN To preserve, interpret and promote the history of Tennessee, with focus on East Tennessee, in order to educate and connect the region, its people, history, culture and heritage. 23 23 19 175 0 0 989341 1302181 116213 106377 21138 67378 50389 34015 1177081 1509951 0 0 0 0 673253 688391 14375 8849 198212 659871 1026829 1347499 1724069 -170418 -214118 4317241 4325121 122982 108775 4194259 4216346 The mission of the East Tennessee Historical Society, Inc. (ETHS) is to preserve, interpret and promote the history of East Tennessee, in order to educate and connect the region, its people, history, culture and heritage. ETHS pursues its educational mission through publications, lectures, conferences, school programs, exhibits, collection and preservation of artifacts, and heritage programs such as the First Families of Tennessee and Civil War Families of Tennessee. 0 0 393444 0 68481 ARTIFACTS AND EXHIBITS - ETHS maintains an extensive collection of cultural artifacts, historical documents, and folk art, concentrating on items of historical significance to East Tennessee. In 2023, ETHS spent $27,994 on new purchases and care of the collection, and received gifts valued at $4,895. Its permanent collection is valued at over $2.1 million, with additional items valued at $3.9 million on long-term loan. Depreciation and maintenance costs on a $3.5 million signature permanent exhibit completed in 2010 "Voices of the Land: The People of East Tennessee" totaled $183,852. Museum visitors to the permanent exhibit and two temporary exhibits totaled 20,248 in 2023, and generated revenue from admissions of $68,481. The temporary exhibits included "Lights! Camera! East Tennessee!", chronicling Knoxville's contributions to film, featuring highlights from 35 mm film and stories of how Knoxvillians made Hollywood history, and "They Sang What They Lived: The Story of Carl and Pearl Butler" the first retrospective exhibition of Carl and Pearl Butler, the iconic country music duo whose timeless lyrics and harmonious melodies left an indelible mark on country music. ETHS extends the life and reach of selected exhibits by making them available to museums, libraries and universities across the region and in other states. ETHS spent $11,572 on temporary exhibits in 2023. 767368 0 1357 EDUCATION - ETHS provides educational programs for the general public (lectures, workshops, family days, genealogical workshops, and special events), student programs (at the museum and in classrooms), and teacher programs (variety of professional development offerings with associated materials and resources). In 2023, ETHS provided programs to over 27,308 members of the public, 5,648 students and 173 teachers. About 39% attended programs at ETHS; the rest were off-site. In addition, ETHS provided information and educational opportunities to over 484,000 persons through its media/online outreach and E-newsletter. Educational programs introduce students of all ages to East Tennessee's history in fun, hands-on, and interactive ways to enrich the Tennessee social studies and literacy standards. Students engage with the museum galleries as well as with programs such as Discovery Boxes and Objects Over Time. A new interactive program for preschoolers, Little History Lessons, was introduced in 2022. In 2023, ETHS initiated the Appalachian Sessions educational project with partner Appalachia Sessions, LLC. ETHS staff work with the LLC to provide participating students and their teachers regional content programming before live-performances produced for future broadcast. ETHS also continues its special heritage program "First Families of Tennessee", founded in 1993 to honor the state's first residents and to identify their descendants. The program has over 17,000 members from across the United States and eight foreign countries. Membership is open to anyone who can prove direct descent from a person living in Tennessee before or by the time of statehood in 1796. 150 new members received certificates in 2023, including certificates for the companion program Civil War Families of Tennessee, which has over 1,300 members. 110483 0 0 PUBLICATIONS - ETHS develops, prints and distributes "Tennessee Ancestors" semiannually (document transcriptions, historical and genealogical articles), the "Journal of East Tennessee History" annually (scholarly magazine), and "Newsline" semiannually (information on ETHS and other regional organizations). 0 0 0 1271295 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 19 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 0 1 1 0 0 TN X X X A Warren Dockter PhD 8652158823 601 South Gay Street Knoxville TN 37902 A Warren Dockter PhD President/CEO 40 1 X 112500 0 16149 Eric Dawson Board member 1 0 X 0 0 0 Samantha Edwards Lacy Board member 1 0 X 0 0 0 Charles E Atchley Jr Board member 1 0 X 0 0 0 Kreis Beall Board member 1 0 X 0 0 0 Cindi DeBusk Board member 1 0 X 0 0 0 Erin Burns Freeman Board member 1 0 X 0 0 0 Mathew McClellan Board member 1 0 X 0 0 0 Bob Marquis Board member 1 0 X 0 0 0 David W Mink Recording Secretary 1 0 X X 0 0 0 Jordan Mollenhour Board member 1 0 X 0 0 0 Carroll Ross Board member 1 0 X 0 0 0 John A Sibley Board member 1 0 X 0 0 0 D Ray Smith Board member 1 0 X 0 0 0 Hubert Smith Vice-Chairman 1 0 X X 0 0 0 John Trotter Board member 1 0 X 0 0 0 Greg A Vital Board member 1 0 X 0 0 0 Gary Wade Board member 1 0 X 0 0 0 Eleanor Yoakum Vice-Chairman 1 0 X X 0 0 0 Joe E Thompson III Chairman 1 0 X X 0 0 0 Imogene King Board member 1 0 X 0 0 0 Maury Nicely Vice-Chairman 1 0 X X 0 0 0 David Reynolds Treasurer 1 0 X X 0 0 0 E Jerome Melson Past Chairman 1 0 X X 0 0 0 112500 0 16149 1 0 0 0 Wynn Group LLC 7216 Wellington Dr Knoxville TN 37919 Management services 504802 1 0 0 198124 0 121939 982118 0 1302181 Membership dues 813990 36539 36539 0 0 Museum admissions 712110 68481 68481 0 0 Student outreach fees 611699 1357 1357 0 0 0 0 0 0 106377 74132 0 0 74132 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 251043 0 257797 0 -6754 0 -6754 0 0 -6754 69646 198124 67921 1725 0 1725 0 0 0 0 0 0 78747 55861 22886 0 0 22886 Civil War/First Family TN fees 813990 3780 3780 0 0 Facilities rental 532000 4373 4373 0 0 Subscriptions 513120 969 969 0 0 282 282 0 0 9404 1509951 115781 0 91989 0 0 0 0 0 0 0 0 112500 22500 56250 33750 0 0 0 0 470252 285340 96789 88123 13452 5381 6188 1883 47555 30036 12238 5281 44632 24285 11256 9091 17500 17500 0 0 0 0 0 0 31566 9470 18939 3157 0 0 0 0 8849 8849 12433 0 12433 0 12504 6217 4713 1574 19384 9692 0 9692 26685 8004 16012 2669 19087 5726 11452 1909 0 0 0 0 0 0 0 0 1655 1498 0 157 0 0 0 0 5817 5817 0 0 0 0 0 0 0 0 0 0 190473 182854 5714 1905 24562 19816 2578 2168 Education 553803 553803 0 0 Printing and publications 42791 42791 0 0 Artifacts, care of collection, historical documents 27994 27994 0 0 Exhibits 12571 12571 0 0 28004 0 0 28004 1724069 1271295 254562 198212 62352 29587 318338 292141 0 42250 115318 57939 0 0 0 0 0 67000 88270 88393 9686 5688 4385734 3081944 1441593 1303790 2281684 2438333 0 0 0 0 0 0 0 0 4317241 4325121 52496 44813 0 0 70486 63962 0 0 0 0 0 0 0 0 0 0 0 0 122982 108775 X 3016658 2998219 1177601 1218127 4194259 4216346 4317241 4325121 -214118 236205 0 0 0 0 X 0 1 X 1 0 X 1009493 633288 936859 989341 1302181 4871162 0 0 0 0 0 0 305290 305290 307188 305290 305290 1528348 1314783 938578 1244047 1294631 1607471 6399510 863915 5535595 61067 47831 42641 56960 74132 282631 0 0 0 0 0 0 4033 -36 -30262 15656 1725 -8884 6673257 574954 0.82952 0.82998 X Schedule A, Part II, Line 10 The $1,725 is net fundraising revenue. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 X X X X 0 0 0 0 0 0 0 0 0 0 0 0 0 738466 630730 107736 0 3647268 2451214 1196054 1303790 0 0 X 2119367 236205 305290 0 0 541495 1577872 0 -67921 -67921 1509951 2097280 305290 0 0 0 305290 1791990 0 -67921 -67921 1724069 Schedule D, Part III, Line 1 ETHS audited financial statements for the year ended 12/31/23 include the following footnote. Collection items acquired through purchase or donation are not capitalized. Purchases of collection items are recorded as decreases in net assets without donor restrictions if purchased with assets without donor restrictions and as decreases in net assets with donor restrictions if purchased with assets with donor restrictions. Contributions of collection items are not recognized in the statement of activities. Proceeds from deaccessions or insurance recoveries are reflected on the statement of activities based on the absence or existence and nature of donor-imposed restrictions. Schedule D, Part III, Line 4 ETHS collections are a material record of the region's history with priorities for acquisitions being artifacts made in East Tennessee, artifacts with a documented history of being used/owned by East Tennesseans, and artifacts bearing images of East TN subjects. ETHS fulfills its mission of preserving, interpreting and promoting the history of East Tennessee by locating, acquiring, borrowing and exhibiting these well-documented cultural artifacts and fine, decorative, and folk arts. Schedule D, Part X, Line 2 ETHS financial statements include a note that ETHS follows the provisions of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740-10-25. The Society does not believe there are any material uncertain tax positions and, accordingly, it will not recognize any liability for unrecognized tax benefits. For the year ended 12/31/23, there were no interest or penalties recorded or included in its financial statements. Schedule D, Part XI, Line 4b The -$67,921 is fundraising expense. Schedule D, Part XII, Line 4b The -$67,921 is fundraising expense. ETOY - Barnes 192250 167674 24576 0 193 1000 27076 300 6546 Biscuits & Bubbly 62407 26500 35907 0 83 6063 15440 3450 1452 1 13113 3950 9163 0 1648 1138 527 0 3005 267770 198124 69646 0 1924 8201 43043 3750 11003 67921 1725 X 1 0 na 0 0 1 0 Schedule M, Part I, Line 33 No amount was reported because ETHS does not capitalize collections, in accordance with FASB ASC 958. Form 990, Part VI, Section A, Line 6 ETHS has members who approve the selection of officers and new board members, as well as any changes to the constitution and by-laws, at the annual meeting in May. Form 990, Part VI, Section A, Line 7a See comment for line 6. Form 990, Part VI, Section A, Line 7b See comment for line 6. Form 990, Part VI, Section B, Line 11b The 990 is reviewed by an accountant experienced in taxes before it is signed by an ETHS officer. Form 990, Part VI, Section B, Line 15 In setting compensation for the President/CEO, the Board of Directors reviews the annual salary and considers comparability of duties with other non-profits in the area. Form 990, Part VI, Section C, Line 19 The 990, governing documents, conflict-of-interest policy and financial statements are made available to the public upon request. Guidestar.org publishes the 990 and other financial information, and the 990 is on the ETHS website. East Tennessee Historical Society Foundation PO Box 1629 Knoxville TN 37901 263215625 Investing TN 501(c)(3) 12 I East TN Historical Society Inc 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0