2023-09-29T09:34:43-07:00 2022-12-31 990 2022-01-01 320320825 EAST TENNESSEE HISTORICAL SOCIETY INC EAST 8652158824 PO Box 1629 Knoxville TN 379011629 Warren Dockter President/CEO 8652158823 2023-09-29 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Joe E Thompson III 11400 Parkside Dr Ste 200 Knoxville TN 37934 1983266 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. 26 26 19 175 0 0 936859 989341 68423 116213 89410 21138 -5174 50389 1089518 1177081 0 0 0 0 501431 673253 24000 14375 178017 488718 659871 1014149 1347499 75369 -170418 4863372 4317241 121686 122982 4741686 4194259 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of Tennessee. 0 0 498345 0 70619 ARTIFACTS AND EXHIBITS - ETHS maintains an extensive collection of cultural artifacts, historical documents, and folk art, concentrating on items of historical significance to East Tennessee.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 2022, ETHS spent $16,421 on new purchases and care of the collection, and received gifts valued at $24,000. 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 $188,839. Museum visitors to the permanent exhibit and two temporary exhibits totaled 21,186 in 2022, and generated revenue from admissions of $70,619. The temporary exhibits included "You Should Have Been There", celebrating the 40th anniversary of the 1982 World's Fair in Knoxville, tracing the fair's development from conception to its highly successful completion, and "Lights! Camera! East Tennessee!", chronicling Knoxville's contributions to film, featuring highlights from 35 mm film and stories of how Knoxvillians made Hollywood history. 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 $65,992 on temporary exhibits in 2022. 327906 0 7852 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 2022, ETHS provided programs to over 12,991 members of the public, 3,692 students and 260 teachers. About 54% attended programs at ETHS; the rest were off-site. In addition, ETHS provided information and educational opportunities to over 1 million persons through its website 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. 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. 184 new members received certificates in 2022, including certificates for the companion program Civil War Families of Tennessee, which has over 1,300 members. 93456 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 919707 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 21 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 26 26 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 115200 0 10070 Eric Dawson Board member 1 0 X 0 0 0 Sam Albritton 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 Board member 1 0 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 Board member 1 0 X 0 0 0 Brenda Wood Tombras Board member 1 0 X 0 0 0 Greg A Vital Board member 1 0 X 0 0 0 Wilhelmina Williams Board member 1 0 X 0 0 0 Eleanor Yoakum Board member 1 0 X 0 0 0 Joe E Thompson III Chairman 1 0 X X 0 0 0 John Thurman Vice-Chairman 1 0 X X 0 0 0 Imogene King Vice-Chairman 1 0 X X 0 0 0 Maury Nicely Vice-Chairman 1 0 X X 0 0 0 Bonny M Naugher Recording Secretary 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 R Scott Hussey PHD Board member 1 0 X 0 0 0 115200 0 10070 1 0 0 0 0 0 0 192165 28750 131699 636727 0 989341 Museum admissions 712110 70619 70619 0 0 Membership dues 813990 37742 37742 0 0 Student outreach fees 611699 7852 7852 0 0 0 0 0 0 116213 56960 0 0 56960 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 661132 0 696954 0 -35822 0 -35822 0 0 -35822 64467 192165 48811 15656 0 15656 0 0 0 0 0 0 86851 60420 26431 26431 0 0 Civil War/First Family TN fees 813990 4440 4440 0 0 Facilities rental 532000 2516 2516 0 0 Subscriptions 511120 1170 1170 0 0 176 176 0 0 8302 1177081 150946 0 36794 0 0 0 0 0 0 0 0 115200 23040 57600 34560 0 0 0 0 445656 281912 100145 63599 13185 5142 6197 1846 56284 39662 12870 3752 42928 24280 11603 7045 16200 16200 0 0 0 0 0 0 28732 8619 17239 2874 0 0 0 0 14375 14375 12138 0 12138 0 12862 3000 0 9862 18979 9490 0 9489 27759 8328 16655 2776 6100 1830 3660 610 0 0 0 0 0 0 0 0 1838 1663 0 175 0 0 0 0 4726 4726 0 0 0 0 0 0 0 0 0 0 185574 181862 3712 0 26074 20577 3225 2272 Education 162978 162978 0 0 Exhibits 69257 69257 0 0 Printing & publications 34282 34282 0 0 Artifacts, care of collection, historical documents 16421 16421 0 0 35951 6438 4731 24782 1347499 919707 249775 178017 56854 62352 373298 318338 0 0 125886 115318 0 0 0 0 0 0 91266 88270 13029 9686 4333064 2891471 1550623 1441593 2652416 2281684 0 0 0 0 0 0 0 0 4863372 4317241 55633 52496 0 0 66053 70486 0 0 0 0 0 0 0 0 0 0 0 0 121686 122982 X 3478666 3016658 1263020 1177601 4741686 4194259 4863372 4317241 -170418 -377009 0 0 0 0 X 0 1 X 1 0 X 806651 1009493 633288 936859 989341 4375632 0 0 0 0 0 0 256385 305290 305290 307188 305290 1479443 1063036 1314783 938578 1244047 1294631 5855075 827712 5027363 45629 61067 47831 42641 56960 254128 0 0 0 0 0 0 -41416 4033 -36 -30262 15656 -52025 6057178 564628 0.82998 0.83502 X Schedule A, Part II, Line 10 The $15,656 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 687314 613564 73750 0 3645750 2277907 1367843 1441593 0 0 X 1142035 -377009 305290 0 -12138 -83857 1225892 0 -48811 -48811 1177081 1689462 305290 0 0 0 305290 1384172 12138 -48811 -36673 1347499 Schedule D, Part III, Line 1 ETHS audited financial statements for the year ended 12/31/22 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 TN, 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 12/31/22, there were no interest or penalties recorded or included in its financial statements. Schedule D, Part XI, Line 2d The -$12,138 is investment fees. Schedule D, Part XI, Line 4b The -$48,811 is fundraising expense. Schedule D, Part XII, Line 4b The -$48,811 is fundraising expense. Meachum Event 49632 9375 40257 0 0 0 0 0 45 East Tennessean of Year-Boyd 207000 182790 24210 0 266 0 29167 6350 12983 0 256632 192165 64467 0 266 0 29167 6350 13028 48811 15656 X 2 0 na 1 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