WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION (EIN 23-7348133)
Tax period
2021-05-01 to 2022-04-30
Filed
2023-01-13
IRS object ID
202340139349300449
Schema version
2021v4.1
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

FieldValueIRS element (for citing)
Return2023-01-13T09:40:07-08:00ReturnTs
Tax Period End2022-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202571677PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CORLISS & SOLOMON PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1242 CHARLOTTE ST SUITE 1AddressLine1Txt
CityASHEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28801ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237348133EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Western North Carolina Historical Association IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone8282539231PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1283 Victoria RoadAddressLine1Txt
CityAshevilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRalph SimpsonPersonNm
Person TitlePresidentPersonTitleTxt
Phone8282539231PhoneNum
Signature2023-01-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRalphPersonFirstNm
Person LastSimpsonPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephen C CorlissPreparerPersonNm
PTINP01333317PTIN
Phone8282360206PhoneNum
Preparation2023-01-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAnne Chesky SmithPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1283 Victoria RoadAddressLine1Txt
CityAshevilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28801ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$248,296GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wnchistory.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionThe 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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,510,574PYContributionsGrantsAmt
CY Contributions Grants$83,938CYContributionsGrantsAmt
PY Program Service Revenue$7,281PYProgramServiceRevenueAmt
CY Program Service Revenue$16,143CYProgramServiceRevenueAmt
PY Investment Income$535,484PYInvestmentIncomeAmt
CY Investment Income$148,075CYInvestmentIncomeAmt
PY Other Revenue$54PYOtherRevenueAmt
CY Other Revenue$140CYOtherRevenueAmt
PY Total Revenue$2,053,393PYTotalRevenueAmt
CY Total Revenue$248,296CYTotalRevenueAmt
PY Grants And Similar Paid$2,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,300CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$109,668PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$111,193CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$12,191CYTotalFundraisingExpenseAmt
PY Other Expenses$45,281PYOtherExpensesAmt
CY Other Expenses$198,270CYOtherExpensesAmt
PY Total Expenses$157,449PYTotalExpensesAmt
CY Total Expenses$313,763CYTotalExpensesAmt
PY Revenues Less Expenses$1,895,944PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$65,467CYRevenuesLessExpensesAmt
Total Assets BOY$4,354,391TotalAssetsBOYAmt
Total Assets EOY$3,809,935TotalAssetsEOYAmt
Total Liabilities BOY$1,518TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,352,873NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,809,935NetAssetsOrFundBalancesEOYAmt
Missionpublications and related events; to facilitate cooperation among regional promote the history and legacy of Western North Carolina through interpretation, education, collection, and collaboration.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$279,654ExpenseAmt
Grant$4,341GrantAmt
Revenue$16,283RevenueAmt
DescInterpretation: During the second half of 2021, we mounted the traveling exhibit, "Unearthing Our Forgotten Past: Fort San Juan." We closed for renovations to our exhibit facility at the beginning of 2022 and created several virtual exhibits. We began planning and creating partnerships with organizations and individuals to create exhibits, tours, and programs for our grand reopening in 2023.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescEducation: -Held 36 Virtual and in-person events reaching over 1,100 people -Partnered with over a dozen local entities to share our voice -Sponsored 22 History Hour lectures/panel discussions -Sponsored 9 "Hikes with a Historian" outings with 135 attendees -Held 3 "ReadWNC" programs which examines history with outside expertsDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescCollection: We made improvements to our facility, including interior plaster repair and painting and developed plans to upgrade the electrical systems and lighting as well as to renovate the kitchen and bathroom areas to better serve the public. We received a NEH grant to rehouse our collection to better protect our valuable artifacts for many years to come.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$279,654TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAnne Chesky SmithPersonNm
Phone8282539231PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1283 Victoria RoadAddressLine1Txt
CityAshevilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28801ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Anne Chesky Smith
Executive Director40.00Yes (X)$68,443$0$0
Ralph Simpson
President5.00Yes (X)$0$0$0Yes (X)
Geoff Cantrell
Vice President3.00Yes (X)$0$0$0Yes (X)
Kerri Glover
Secretary3.00Yes (X)$0$0$0Yes (X)
Dirk Wilmoth
Treasurer3.00Yes (X)$0$0$0Yes (X)
Courtney Blossman
Board Member3.00$0$0$0Yes (X)
Stuart Camblos
Board Member3.00$0$0$0Yes (X)
Jim Buchanan
Board Member3.00$0$0$0Yes (X)
Dee James
Board Member3.00$0$0$0Yes (X)
Alan Tarlenton
Board Member3.00$0$0$0Yes (X)
Caragh Koon
Board Member3.00$0$0$0Yes (X)
Catherine Frank
Board Member3.00$0$0$0Yes (X)
Michael McLaughlin
Board Member3.00$0$0$0Yes (X)
Kieta Osteen-Cochrane
Board Member3.00$0$0$0Yes (X)
James Bradley
Board Member3.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$68,443TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$16,268MembershipDuesAmt
Government Grants$23,990GovernmentGrantsAmt
All Other Contributions$43,680AllOtherContributionsAmt
Total Contributions$83,938TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Admission Fees712110$9,227$0$0
Adult Programs712110$6,250$0$0
T Wolfe Award Program712110$392$0$0
Youth Program712110$274$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$16,143TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,782TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$102,782ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$140RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$140RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$140TotalRevenueColumnAmt
Exclusion$140ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$45,293SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$45,293SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,293TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45,293ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$248,296TotalRevenueColumnAmt
Related Or Exempt Func Income$16,143RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$148,215ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$4,300TotalAmt
Program Services$4,300ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$68,418TotalAmt
Program Services$54,735ProgramServicesAmt
Management And General$6,842ManagementAndGeneralAmt
Fundraising$6,841FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$34,653TotalAmt
Program Services$27,721ProgramServicesAmt
Management And General$3,466ManagementAndGeneralAmt
Fundraising$3,466FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,122TotalAmt
Program Services$6,498ProgramServicesAmt
Management And General$812ManagementAndGeneralAmt
Fundraising$812FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,825TotalAmt
Program Services$0ProgramServicesAmt
Management And General$5,825ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,699TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,699ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$24,255TotalAmt
Program Services$24,015ProgramServicesAmt
Management And General$240ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$903TotalAmt
Program Services$814ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$89FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,509TotalAmt
Program Services$3,559ProgramServicesAmt
Management And General$906ManagementAndGeneralAmt
Fundraising$44FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,257TotalAmt
Program Services$1,069ProgramServicesAmt
Management And General$126ManagementAndGeneralAmt
Fundraising$62FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$144,153TotalAmt
Program Services$143,483ProgramServicesAmt
Management And General$670ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$135TotalAmt
Program Services$135ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,076TotalAmt
Program Services$4,591ProgramServicesAmt
Management And General$485ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Adult Programs$1,956$1,956$0$0
Other Program Expenses$256$256$0$0
Program Exhibits$2,918$2,918$0$0
Dues and Subscriptions$209$188$21$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,119TotalAmt
Program Services$3,416ProgramServicesAmt
Management And General$826ManagementAndGeneralAmt
Fundraising$877FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$313,763TotalAmt
Program Services$279,654ProgramServicesAmt
Management And General$21,918ManagementAndGeneralAmt
Fundraising$12,191FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$40,842BOYAmt
EOY$40,739EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,473BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,340BOYAmt
EOY$2,419EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$5,166EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,371,435LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$63,635LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,469,033BOYAmt
EOY$1,307,800EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,661,314BOYAmt
EOY$2,280,825EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$179,389BOYAmt
EOY$172,986EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,354,391BOYAmt
EOY$3,809,935EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,518BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,518BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$43,137BOYAmt
EOY$48,324EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,309,736BOYAmt
EOY$3,761,611EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,352,873BOYAmt
EOY$3,809,935EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,354,391BOYAmt
EOY$3,809,935EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$65,467ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$316,238NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$161,233PriorPeriodAdjustmentsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedfalseFSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,521CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,804CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,463CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,510,574CurrentTaxYearMinus1YearAmt
Current Tax Year$83,938CurrentTaxYearAmt
Total$1,698,300TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,521CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,804CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,463CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,510,574CurrentTaxYearMinus1YearAmt
Current Tax Year$83,938CurrentTaxYearAmt
Total$1,698,300TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$68,582SubstantialContributorsTotAmt
Public Support Total170$1,629,718PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,691CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,292CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$535,484CurrentTaxYearMinus1YearAmt
Current Tax Year$102,922CurrentTaxYearAmt
Total$685,110TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$2,383,410TotalSupportAmt
Gross Receipts Rltd Activities$74,758GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68380PublicSupportCY170Pct
Public Support PY1700.70700PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$179,389BeginningYearBalanceAmt
Investment Earnings Or Losses$2,795InvestmentEarningsOrLossesAmt
Other Expenditures$7,500OtherExpendituresAmt
Administrative Expenses$1,698AdministrativeExpensesAmt
End Year Balance$172,986EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$143,692BeginningYearBalanceAmt
Investment Earnings Or Losses$44,459InvestmentEarningsOrLossesAmt
Other Expenditures$7,500OtherExpendituresAmt
Administrative Expenses$1,262AdministrativeExpensesAmt
End Year Balance$179,389EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$171,288BeginningYearBalanceAmt
Investment Earnings Or Losses-$11,331InvestmentEarningsOrLossesAmt
Other Expenditures$14,830OtherExpendituresAmt
Administrative Expenses$1,435AdministrativeExpensesAmt
End Year Balance$143,692EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$169,667BeginningYearBalanceAmt
Investment Earnings Or Losses$3,209InvestmentEarningsOrLossesAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$1,588AdministrativeExpensesAmt
End Year Balance$171,288EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$165,698BeginningYearBalanceAmt
Investment Earnings Or Losses$12,933InvestmentEarningsOrLossesAmt
Other Expenditures$7,420OtherExpendituresAmt
Administrative Expenses$1,544AdministrativeExpensesAmt
End Year Balance$169,667EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$234,200OtherCostOrOtherBasisAmt
Book Value$234,200BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,073,600OtherCostOrOtherBasisAmt
Book Value$1,073,600BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$63,635OtherCostOrOtherBasisAmt
Depreciation$63,635DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,307,800TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescFunds held at Western North Carolina Community FoundationDesc
Book Value$172,986BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$172,986TotalBookValueOtherAssetsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt III, Line 4WNCHA 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 4The purpose of the endowment is to generate investment income to supplement operating funds.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bThe 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 12cBoard members are annually required to disclose any potential conflicts of interest in writing. These disclosures are kept on file.
Pt VI, Line 18The 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 19Governing documents are available upon request.
OtherCarryover 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 organization's not meeting the applicable public support test.
Pt XII, Line 1Modified cash

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