WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION (EIN 23-7348133)
Tax period
2020-05-01 to 2021-04-30
Filed
2022-01-21
IRS object ID
202240219349300209
Schema version
2020v4.1
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)
Return2022-01-21T08:03:55-08:00ReturnTs
Tax Period End2021-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2020-05-01TaxPeriodBeginDt

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
Signature2022-01-21SignatureDt
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
Preparation2022-01-21PreparationDt

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$2,053,393GrossReceiptsAmt
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 of Western North Carolina through the care, interpretation, and presentation of the Smith-McDowell House; to educate through lectures, exhibitions, (Cont on P2)ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$35,463PYContributionsGrantsAmt
CY Contributions Grants$1,510,574CYContributionsGrantsAmt
PY Program Service Revenue$14,270PYProgramServiceRevenueAmt
CY Program Service Revenue$7,281CYProgramServiceRevenueAmt
PY Investment Income$43,292PYInvestmentIncomeAmt
CY Investment Income$535,484CYInvestmentIncomeAmt
PY Other Revenue$945PYOtherRevenueAmt
CY Other Revenue$54CYOtherRevenueAmt
PY Total Revenue$93,970PYTotalRevenueAmt
CY Total Revenue$2,053,393CYTotalRevenueAmt
PY Grants And Similar Paid$2,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$43,091PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$109,668CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,347CYTotalFundraisingExpenseAmt
PY Other Expenses$56,252PYOtherExpensesAmt
CY Other Expenses$45,281CYOtherExpensesAmt
PY Total Expenses$101,843PYTotalExpensesAmt
CY Total Expenses$157,449CYTotalExpensesAmt
PY Revenues Less Expenses-$7,873PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,895,944CYRevenuesLessExpensesAmt
Total Assets BOY$2,562,481TotalAssetsBOYAmt
Total Assets EOY$4,354,391TotalAssetsEOYAmt
Total Liabilities BOY$1,594TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,518TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,560,887NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,352,873NetAssetsOrFundBalancesEOYAmt
Missionpublications and related events; to facilitate cooperation among regional historical organizations; and to recognize leadership in Western North Carolina history and literature.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$121,212ExpenseAmt
Grant$2,500GrantAmt
Revenue$1,510,547RevenueAmt
DescInterpretation: Between September 19, 2020 (when we reopened after a mandated COVID-related closure) and April 30, 2021, we welcomed nearly 1,000 visitors on tours of the restored Smith-McDowell House Museum and exhibitions despite significant visitations limits imposed by COVID. We revamped and reorganized our house tour to give visitors a self- guided tour book and a one-way route to comply with social distancing guidelines. This revamped house tour introduced visitors to a larger diversity of stories and people than ever before. In early 2020, we curated and mounted an exhibit on Western North Carolina during World War I, which was open for two months before the Museum closed due to restrictions put in place due to COVID-19. It reopened on September 19, 2020 and ran through the end of the year. While closed to the public, we curated a virtual exhibit entitled 1918 vs 2020, which compared Western North Carolina's response to the 1918 flu epidemic with our 2020 response to COVID-19. During this time, we also made two former exhibits - "Hillbillyland: Myth and Reality in Appalachian CultureX and "Douglas Ellington" available for free via our digital exhibit platform. In 2021, we mounted Ann Miller Woodford's exhibit When All God's Children Get Together: The Lives and Music of African American People in Far WNC. It ran from January - June 2021. We also developed a digital exhibit, Deep Dive into Archives, which began as a research project to uncover the names and stories of the people who were enslaved by the Smith and McDowell families.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescCollection: We were granted ownership of the Smith-McDowell House, our facility and the most significant part of our permanent collection, and 1.84 acres. We replaced the roof on the Smith-McDowell House with a hand-seamed, standing seam, copper roof that was installed by Huber and Associates in July 2020. This roof replaces the red slate roof that was installed around the turn of the 20th century. The metal standing-seam roof is reflective of a roof that was on the house during mid-to-late 19th century. We were also awarded a Conservation Assessment Program grant by IMLS to have an architect assess our facility and a conservation specialist assess our collection. The final CAP report is currently being used to prioritize renovations and restorations to the Smith-McDowell House. Prior to the end of April 2020, R&W began the installation of a new HVAC system that will provide heat and cooling to all floors of the house; previously only the first floor had A/C. This will allow for better climate control of the building for the comfort and safety of our staff, volunteers, visitors, and collections. We had the exterior of the house painted. In FY2021-2022 we aim to make further improvements to the house, including upgraded electrical, upgraded security and lighting, interior plaster repair and painting, and installing interior magnetic storm windows. In 2020, we began inventorying our collections. To aid in this effort we hired a contract- based, part-time Curatorial Assistant to help catalog items and research their provenance. We also updated our Collections Policy and applied for a NEH grant to help rehouse our collection.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescEducation: We've developed new programs over the last fiscal year and adjusted them to work during COVID-related social distancing guidelines by offering most of these programs via Zoom webinar. We've hosted monthly "LitCafes," featuring WNC authors, a WNC lecture series, a film series, and a symposium on monuments. These all have worked very well in a Zoom format; we have been able to host speakers that would not have been able to travel to Asheville (including the winner of our Thomas Wolfe Memorial Literary Award in 2020); and we've been able to offer these programs to a much larger audiences and make them accessible to more people by recording the presentations. In 2021, we have also been able to begin hosting limited in-person tours-to Bryson City, along the railroad route from Old Fort to Ridgecrest, and in DuPont Forest, and down the French Broad. We hope to offer more in-person events while also continuing virtual programming. We awarded the Thomas Wolfe Memorial Literary Award to Sandra Muse Isaacs for Eastern Cherokee Stories and our Outstanding Achievement Award to Ann Miller Woodford for her work preserving the history and culture of African American people in far WNC. Due to COVID, we had to cancel our annual Living History Day. This event covers local history topics during a tour of the Smith-McDowell House for over 300 4th and 5th graders. Participatory skills and activities related to a wide range of cultural and social studies topics are demonstrated by volunteers on the grounds of the house; We served 450 students through our Traveling Trunk program, which loans "history kits" on topics of historic interest to local classrooms. Each trunk covers a specific topic and includes educational materials and objects for lesson planning and discussion. We served 25 students enrolled in a local chapter of Tar Heel Jr. Historian Association (THJHA), a statewide club for students interested in North Carolina history. Our chapter participates in the annual statewide THJHA convention as well as a local service project at Hart Square reaching hundreds of individuals. We were also able to serve hundreds of students on socially-distanced and topical tours of our facility.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$121,212TotalProgramServiceExpensesAmt
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 ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
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
Employee3EmployeeCnt
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 Members13GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
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)
PersonDirk WilmothPersonNm
Phone8282539231PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Ralph Simpson
President5.00Yes (X)Yes (X)$0$0$0
Geoff Cantrell
Vice President3.00Yes (X)Yes (X)$0$0$0
Kerri Glover
Secretary3.00Yes (X)Yes (X)$0$0$0
Dirk Wilmoth
Treasurer3.00Yes (X)Yes (X)$0$0$0
Courtney Blossman
Board Member3.00Yes (X)$0$0$0
Stuart Camblos
Board Member3.00Yes (X)$0$0$0
Jim Buchanan
Board Member3.00Yes (X)$0$0$0
Alvis Campbell
Board Member3.00Yes (X)$0$0$0
Alan Tarlenton
Board Member3.00Yes (X)$0$0$0
Caragh Kooon
Board Member3.00Yes (X)$0$0$0
Catherine Frank
Board Member3.00Yes (X)$0$0$0
Michael McLaughlin
Board Member3.00Yes (X)$0$0$0
Kieta Osteen-Cochrane
Board Member3.00Yes (X)$0$0$0
Anne Chesky Smith
Executive Director40.00Yes (X)$64,608$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$64,608TotalReportableCompFromOrgAmt
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$15,885MembershipDuesAmt
Government Grants$22,516GovernmentGrantsAmt
All Other Contributions$1,472,173AllOtherContributionsAmt
Noncash Contributions$1,307,800NoncashContributionsAmt
Total Contributions$1,510,574TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Admission Fees712110$4,477$0$0
Adult Programs712110$1,550$0$0
T Wolfe Award Program712110$1,000$0$0
Youth Program712110$254$0$0
FieldValueIRS element (for citing)
Total Program Service Revenue$7,281TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$535,484TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$535,484ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOther IncomeDesc
Business900099BusinessCd
Total Revenue Column$54TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$54ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$54OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,053,393TotalRevenueColumnAmt
Related Or Exempt Func Income$7,281RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$535,538ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,500TotalAmt
Program Services$2,500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$67,001TotalAmt
Program Services$53,601ProgramServicesAmt
Management And General$6,700ManagementAndGeneralAmt
Fundraising$6,700FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$34,545TotalAmt
Program Services$27,635ProgramServicesAmt
Management And General$3,455ManagementAndGeneralAmt
Fundraising$3,455FundraisingAmt

Payroll Taxes PayrollTaxesGrp

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

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,682TotalAmt
Program Services$3,682ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,642TotalAmt
Program Services$0ProgramServicesAmt
Management And General$5,642ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,556TotalAmt
Program Services$686ProgramServicesAmt
Management And General$4,870ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$284TotalAmt
Program Services$256ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$28FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,931TotalAmt
Program Services$4,600ProgramServicesAmt
Management And General$1,089ManagementAndGeneralAmt
Fundraising$242FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,099TotalAmt
Program Services$879ProgramServicesAmt
Management And General$110ManagementAndGeneralAmt
Fundraising$110FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,675TotalAmt
Program Services$9,191ProgramServicesAmt
Management And General$484ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$230TotalAmt
Program Services$230ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,914TotalAmt
Program Services$3,570ProgramServicesAmt
Management And General$1,344ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Adult Programs$1,615$1,615$0$0
Other Program Expenses$2,796$2,796$0$0
Youth Program$228$228$0$0
T. Wolfe Award Event$75$75$0$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,554TotalAmt
Program Services$3,170ProgramServicesAmt
Management And General$384ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$157,449TotalAmt
Program Services$121,212ProgramServicesAmt
Management And General$24,890ManagementAndGeneralAmt
Fundraising$11,347FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,077BOYAmt
EOY$40,842EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$145,099BOYAmt
EOY$1,473EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$597BOYAmt
EOY$2,340EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,532,668LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$63,635LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$103,958BOYAmt
EOY$1,469,033EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,156,058BOYAmt
EOY$2,661,314EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$143,692BOYAmt
EOY$179,389EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,562,481BOYAmt
EOY$4,354,391EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,594BOYAmt
EOY$1,518EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,594BOYAmt
EOY$1,518EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$143,042BOYAmt
EOY$43,137EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,417,845BOYAmt
EOY$4,309,736EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,560,887BOYAmt
EOY$4,352,873EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,562,481BOYAmt
EOY$4,354,391EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,895,944ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$103,958PriorPeriodAdjustmentsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
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$39,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,521CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,804CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,463CurrentTaxYearMinus1YearAmt
Current Tax Year$1,510,547CurrentTaxYearAmt
Total$1,653,510TotalAmt

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$39,175CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,521CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,804CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$35,463CurrentTaxYearMinus1YearAmt
Current Tax Year$1,510,547CurrentTaxYearAmt
Total$1,653,510TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$71,497SubstantialContributorsTotAmt
Public Support Total170$1,582,013PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$43,292CurrentTaxYearMinus1YearAmt
Current Tax Year$535,484CurrentTaxYearAmt
Total$584,020TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$106CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$106TotalAmt
FieldValueIRS element (for citing)
Total Support$2,237,636TotalSupportAmt
Gross Receipts Rltd Activities$82,449GrossReceiptsRltdActivitiesAmt
Public Support CY1700.70700PublicSupportCY170Pct
Public Support PY1700.78230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt II Ln 10Other Income Part II, Line 10 Description: Other Income 2016: 106. 2017: 0. 2018: 0. 2019: 0. 2020: 0
Pt II Ln 10Other Income Part II, Line 10 Description: Other Income 2016: 106. 2017: 0. 2018: 0. 2019: 0.

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$155,405BeginningYearBalanceAmt
Investment Earnings Or Losses$19,086InvestmentEarningsOrLossesAmt
Other Expenditures$7,340OtherExpendituresAmt
Administrative Expenses$1,453AdministrativeExpensesAmt
End Year Balance$165,698EndYearBalanceAmt
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$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,260OtherCostOrOtherBasisAmt
Depreciation$44,260DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,254,208OtherCostOrOtherBasisAmt
Depreciation$19,375DepreciationAmt
Book Value$1,234,833BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,469,033TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescFunds held at Western North Carolina Community FoundationDesc
Book Value$179,389BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$179,389TotalBookValueOtherAssetsAmt

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 and context of the Smith-McDowell House and fit the scale and aesthetics of the exhibited collection. Special attention is given to relevant artifacts from the period 1800-1900.
Pt V, Line 4The purpose of the endowment is to generate investment income to supplement operating funds.

Schedule M IRS990ScheduleM

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$234,200NoncashContributionsRptF990Amt
Method Of Determining RevenuesEstimated Fair market valueMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,073,600NoncashContributionsRptF990Amt
Method Of Determining RevenuesEstimated Fair market valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

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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