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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-21T08:03:55-08:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-05-01 | 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 | Ralph Simpson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8282539231 | PhoneNum |
| Signature | 2022-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ralph | PersonFirstNm |
| Person Last | Simpson | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen C Corliss | PreparerPersonNm |
| PTIN | P01333317 | PTIN |
| Phone | 8282360206 | PhoneNum |
| Preparation | 2022-01-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Anne Chesky Smith | 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 | $2,053,393 | 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 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 Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,463 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,510,574 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,270 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,281 | CYProgramServiceRevenueAmt |
| PY Investment Income | $43,292 | PYInvestmentIncomeAmt |
| CY Investment Income | $535,484 | CYInvestmentIncomeAmt |
| PY Other Revenue | $945 | PYOtherRevenueAmt |
| CY Other Revenue | $54 | CYOtherRevenueAmt |
| PY Total Revenue | $93,970 | PYTotalRevenueAmt |
| CY Total Revenue | $2,053,393 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,091 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $109,668 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,347 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $56,252 | PYOtherExpensesAmt |
| CY Other Expenses | $45,281 | CYOtherExpensesAmt |
| PY Total Expenses | $101,843 | PYTotalExpensesAmt |
| CY Total Expenses | $157,449 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,873 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,895,944 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,562,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,354,391 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,518 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,560,887 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,352,873 | NetAssetsOrFundBalancesEOYAmt |
| Mission | publications 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $121,212 | ExpenseAmt |
| Grant | $2,500 | GrantAmt |
| Revenue | $1,510,547 | RevenueAmt |
| Desc | Interpretation: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Collection: 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Education: 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $121,212 | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | 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 | false | QuidProQuoContributionsInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Dirk Wilmoth | 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 (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Ralph Simpson | ||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Geoff Cantrell | ||||||
| Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kerri Glover | ||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dirk Wilmoth | ||||||
| Treasurer | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Courtney Blossman | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Stuart Camblos | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Jim Buchanan | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Alvis Campbell | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Tarlenton | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Caragh Kooon | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Catherine Frank | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Michael McLaughlin | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Kieta Osteen-Cochrane | ||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Anne Chesky Smith | ||||||
| Executive Director | 40.00 | Yes (X) | $64,608 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $64,608 | 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 | $15,885 | MembershipDuesAmt |
| Government Grants | $22,516 | GovernmentGrantsAmt |
| All Other Contributions | $1,472,173 | AllOtherContributionsAmt |
| Noncash Contributions | $1,307,800 | NoncashContributionsAmt |
| Total Contributions | $1,510,574 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Admission Fees | 712110 | $4,477 | $0 | $0 |
| Adult Programs | 712110 | $1,550 | $0 | $0 |
| T Wolfe Award Program | 712110 | $1,000 | $0 | $0 |
| Youth Program | 712110 | $254 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,281 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $535,484 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $535,484 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $54 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,053,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,281 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $535,538 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,001 | TotalAmt |
| Program Services | $53,601 | ProgramServicesAmt |
| Management And General | $6,700 | ManagementAndGeneralAmt |
| Fundraising | $6,700 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,545 | TotalAmt |
| Program Services | $27,635 | ProgramServicesAmt |
| Management And General | $3,455 | ManagementAndGeneralAmt |
| Fundraising | $3,455 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,122 | TotalAmt |
| Program Services | $6,498 | ProgramServicesAmt |
| Management And General | $812 | ManagementAndGeneralAmt |
| Fundraising | $812 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,682 | TotalAmt |
| Program Services | $3,682 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,642 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,642 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,556 | TotalAmt |
| Program Services | $686 | ProgramServicesAmt |
| Management And General | $4,870 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284 | TotalAmt |
| Program Services | $256 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $28 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,931 | TotalAmt |
| Program Services | $4,600 | ProgramServicesAmt |
| Management And General | $1,089 | ManagementAndGeneralAmt |
| Fundraising | $242 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099 | TotalAmt |
| Program Services | $879 | ProgramServicesAmt |
| Management And General | $110 | ManagementAndGeneralAmt |
| Fundraising | $110 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,675 | TotalAmt |
| Program Services | $9,191 | ProgramServicesAmt |
| Management And General | $484 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230 | TotalAmt |
| Program Services | $230 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,914 | TotalAmt |
| Program Services | $3,570 | ProgramServicesAmt |
| Management And General | $1,344 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,554 | TotalAmt |
| Program Services | $3,170 | ProgramServicesAmt |
| Management And General | $384 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,449 | TotalAmt |
| Program Services | $121,212 | ProgramServicesAmt |
| Management And General | $24,890 | ManagementAndGeneralAmt |
| Fundraising | $11,347 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,077 | BOYAmt |
| EOY | $40,842 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,099 | BOYAmt |
| EOY | $1,473 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597 | BOYAmt |
| EOY | $2,340 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,532,668 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,635 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,958 | BOYAmt |
| EOY | $1,469,033 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,156,058 | BOYAmt |
| EOY | $2,661,314 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,692 | BOYAmt |
| EOY | $179,389 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,562,481 | BOYAmt |
| EOY | $4,354,391 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,594 | BOYAmt |
| EOY | $1,518 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,594 | BOYAmt |
| EOY | $1,518 | 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 | $143,042 | BOYAmt |
| EOY | $43,137 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,417,845 | BOYAmt |
| EOY | $4,309,736 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,560,887 | BOYAmt |
| EOY | $4,352,873 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,562,481 | BOYAmt |
| EOY | $4,354,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,895,944 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$103,958 | PriorPeriodAdjustmentsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | 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 | $39,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,510,547 | CurrentTaxYearAmt |
| Total | $1,653,510 | 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 | $39,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,510,547 | CurrentTaxYearAmt |
| Total | $1,653,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $71,497 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,582,013 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $535,484 | CurrentTaxYearAmt |
| Total | $584,020 | 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 Minus4 Years | $106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $106 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,237,636 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $82,449 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78230 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt II Ln 10 | Other Income Part II, Line 10 Description: Other Income 2016: 106. 2017: 0. 2018: 0. 2019: 0. 2020: 0 |
| Pt II Ln 10 | Other Income Part II, Line 10 Description: Other Income 2016: 106. 2017: 0. 2018: 0. 2019: 0. |
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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $169,667 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,209 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $1,588 | AdministrativeExpensesAmt |
| End Year Balance | $171,288 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,698 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,933 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,420 | OtherExpendituresAmt |
| Administrative Expenses | $1,544 | AdministrativeExpensesAmt |
| End Year Balance | $169,667 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,405 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,086 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,340 | OtherExpendituresAmt |
| Administrative Expenses | $1,453 | AdministrativeExpensesAmt |
| End Year Balance | $165,698 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,260 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,260 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,254,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,375 | DepreciationAmt |
| Book Value | $1,234,833 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,469,033 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds held at Western North Carolina Community Foundation | Desc |
| Book Value | $179,389 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $179,389 | 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 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 4 | The purpose of the endowment is to generate investment income to supplement operating funds. |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $234,200 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Estimated Fair market value | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,073,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Estimated Fair market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
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 organization's not meeting the applicable public support test. |
| Pt XII, Line 1 | Modified cash |
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