WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION (EIN 23-7348133)
Tax period
2017-05-01 to 2018-04-30
Filed
2019-03-13
IRS object ID
201900729349200780
Schema version
2017v2.2
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)
Return2019-03-13T14:24:23-07:00ReturnTs
Tax Period End2018-04-30TaxPeriodEndDt

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
ZIP288011434ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-05-01TaxPeriodBeginDt

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)
PersonALLAN TARLETONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8282539231PhoneNum
Signature2019-03-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN C CORLISSPreparerPersonNm
PTINP01333317PTIN
Phone8282360206PhoneNum
Preparation2019-03-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.115.150.214IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-13IPDt
IP Tm14:24:13IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2587FEA3B0B9E2351183E2B41A8ACC9C55D5F4CBAtSubmissionCreationDeviceId
At Submission Filing Device Id19C04C626763188D0587BF44A8570314E89B73C0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website Addresswnchistory.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$58,834GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$28,106ContributionsGiftsGrantsEtcAmt
Program Service Revenue$22,558ProgramServiceRevenueAmt
Membership Dues$5,415MembershipDuesAmt
Investment Income$1,721InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$1,034FundraisingGrossIncomeAmt
Special Events Direct Expenses$1,156SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$122SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Total Revenue$57,678TotalRevenueAmt
Grants And Similar Amounts Paid$1,500GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$35,713SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$4,075FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$6,600OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$289PrintingPublicationsPostageAmt
Other Expenses Total$17,192OtherExpensesTotalAmt
Total Expenses$65,369TotalExpensesAmt
Excess Or Deficit For Year-$7,691ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$308,309NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$10,552OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$311,170NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$37,698BOYAmt
EOY$37,928EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$270,860BOYAmt
EOY$273,692EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$308,558BOYAmt
EOY$311,620EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$249BOYAmt
EOY$450EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$308,309BOYAmt
EOY$311,170EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeThe mission of the Western North Carolina Historical Association is to educate the public by promoting the preservation of regional history through the collection, care, and exhibition of artifacts that tell the history of the mountain region; the presentation of public programs; the care and interpretation of the Smith-McDowell House and historic Olmsted grounds; and the facilitation of cooperation among regional historical organizations.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
Youth Programming -Hosted educational workshops combining a hands-on craft activity with a history lesson. Total served: 50 students$1,500$58,832
-Produced Living History Days during two days in April. This event covers local history topics during a tour of the Smith-McDowell House for grades 4-5. Participatory skills and activities related to a wide range of cultural and
social study topics are demonstrated by volunteers on the grounds of the house. Total served: 700 students (continued on Schedule O, Ref Part III, Line 31
FieldValueIRS element (for citing)
Total Program Service Expenses$58,832TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (18 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALLAN TARLETON
President2.00$0
JIM BUCHANAN
Vice President2.00$0
DAN HUGER
Treasurer2.00$0
KERRI GLOVER
Secretary2.00$0
RICHARD GRAHAM PHD
Immediate Past President1.00$0
GEOFF CANTRELL
Board Member1.00$0
STUART CAMBLOS
Board Member1.00$0
BETH GENTRY
Board Member2.00$0
COURTNEY BLOSSMAN
Board Member1.00$0
BILL LINEBERRY
Board Member5.00$0
GORDON MCKINNEY PHD
Board Member3.00$0
GWIN JONES
Board Member3.00$0
DIRK WILMOTH
Board Member2.00$0
JON OSTENDORFF
Board Member1.00$0
RALPH SIMSON
Board Member1.00$0
LYNN HARLAN
Board Member1.00$0
WILLIAM MURDOCK
Board Member1.00$0
TIMOTHY TIPTON
Executive Director20.00$16,500
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAN HUGERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1283 Victoria RoadAddressLine1Txt
CityAshevilleCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28801ZIPCd
FieldValueIRS element (for citing)
Phone8282539231PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,243CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,588CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,175CurrentTaxYearMinus1YearAmt
Current Tax Year$33,521CurrentTaxYearAmt
Total$236,873TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$59,243CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,588CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,175CurrentTaxYearMinus1YearAmt
Current Tax Year$33,521CurrentTaxYearAmt
Total$236,873TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$236,873PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$92CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,870CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,832CurrentTaxYearMinus1YearAmt
Current Tax Year$1,721CurrentTaxYearAmt
Total$5,515TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$106CurrentTaxYearMinus1YearAmt
Total$2,971TotalAmt
FieldValueIRS element (for citing)
Total Support$245,359TotalSupportAmt
Gross Receipts Rltd Activities$121,644GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96540PublicSupportCY170Pct
Public Support PY1700.84600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePt II Ln 10FormAndLineReferenceDesc
ExplanationOther Income Part II, Line 10 Description: Other Income 2013: 0. 2014: 2865. 2015: 0. 2016: 106. 2017: 0.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (34 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt III, Line 31Program Service Accomplishments: Continued
Pt III, Line 31-Hosted an average of one educational tour of the Smith-McDowell House each month. Total served: 300 students
Pt III, Line 31-Loaned Traveling Trunks to local classrooms. Each trunk covers a specific topic and includes educational materials and objects for lesson planning and discussion. Total served: 300 students
Pt III, Line 31-LEAD NINE MEETINGS OF OUR CHAPTER OF THE TAR HEEL JR. HISTORIAN ASSOCIATION - A STATEWIDE CLUB FOR STUDENTS INTERESTED IN NC HISTORY. OUR CHAPTER PARTICIPATES IN THE ANNUAL STATEWIDE THJHA CONVENTION AS WELL AS A LOCAL SERVICE PROJECT AT HART SQUARE REACHING HUNDREDS OF INDIVIDUALS. TOTAL CLUB MEMBERSHIP: 20 STUDENTS
Pt III, Line 31Adult Programming
Pt III, Line 31RAISE EVERY VOICE: GOSPEL MUSIC IN THE MOUNTAINS, PRESENTED BY BRUCE NEMEROV AND FRIENDS ON SATURDAY, JUNE 24, 2017 AT THE REUTER CENTER ON THE CAMPUS OF UNC ASHEVILLE.PROGRAM OFFERED AN INSPIRATIONAL PERFORMANCE OF THE RELIGIOUS MUSIC FOUND IN WNC DURING THE 19TH AND 20TH CENTURIES INCLUDING CAMP MEETING SONGS, SHAPE-NOTE SONGS, SPIRITUALS AND HYMNS. ALONG WITH THE PERFORMANCE OF THE SONGS AND MUSIC, DISCUSSIONS TOOK PLACE THROUGHOUT THE PROGRAM TO ILLUSTRATE THE EVOLUTION OF THE REGION'S RELIGIOUS MUSIC HISTORY.
Pt III, Line 31DAY TRIP TO HISTORIC CATALOOCHEE VALLEY, HOSTED BY WAYNE CALDWELL ON SATURDAY, AUGUST 5, 2017. AWARD WINNING LOCAL AUTHOR WAYNE CALDWELL LED A DAY TRIP TO THE CATALOOCHEE VALLEY HISTORIC AREA WHICH IS THE SITE OF HIS FAMILY'S HOME PLACE DATING BACK TO THE 1800S. WAYNE LED THE TOUR THROUGH THE STILL STANDING HISTORIC BUILDINGS AND DISCUSSED THE CREATION OF THE GREAT SMOKEY MOUNTAINS NATIONAL PARK AND THE DIFFICULT DISPLACEMENT PROCESS IN THE 1930S OF 1,000 CATALOOCHEE RESIDENTS TO MAKE WAY FOR THE PARK.
Pt III, Line 31SOUTHERN APPALACHIAN DANCE, PRESENTED BY PHIL JAMISON OF WARREN WILSON COLLEGE ON SATURDAY, SEPTEMBER 16, 2017 AT THE REUTER CENTER ON THE CAMPUS OF UNC ASHEVILLE. PHIL JAMISON EXPLORED THE DEVELOPMENT OF SOUTHERN APPALACHIAN DANCE TRADITIONS THAT EVOLVED FROM COLONIAL TIMES TO THE CURRENT DAY. IN PARTICULAR, PHIL DEMONSTRATED THAT TRADITIONAL DANCE STEPS OF APPALACHIA ARE A BLEND OF THE EUROPEAN, AFRICAN AND NATIVE AMERICAN DANCE TRADITIONS REFLECTING THE CULTURAL DIVERSITY OF WNC.
Pt III, Line 31THE LEGACY OF SOUTHERN APPALACHIAN DANCE: FROM WHOSE PERSPECTIVE? PRESENTED BY GORDON MCKINNEY, PHD, PROFESSOR EMERITUS, BEREA COLLEGE ON SATURDAY, OCTOBER 14, 2017 AT THE REUTER CENTER ON THE CAMPUS OF UNC ASHEVILLE.DR. MCKINNEY PRESENTED AN OVERVIEW OF THE SIGNIFICANCE OF DANCE TO THE SOCIAL FABRIC WITHIN APPALACHIAN COMMUNITIES. IN ADDITION, GORDON HIGHLIGHTED THE DIVERSE NATURE OF THE 18TH AND 19TH CENTURY TRADITIONS THAT EVOLVED INTO THE RECOGNIZED SOUTHERN APPALACHIAN CULTURE AND FOLKLORE OF THE 20TH CENTURY.
Pt III, Line 31THOMAS WOLFE MEMORIAL LITERARY AWARD, HOSTED BY THE WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION ON SATURDAY, NOVEMBER 11, 2017 AT THE ASHEVILLE RENAISSANCE HOTEL.THE WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION PRESENTED THE 62ND ANNUAL THOMAS WOLFE MEMORIAL LITERARY AWARD TO JULIA FRANKS FOR HER NOVEL OVER THE PLAIN HOUSES. A PRIZE OF $1,500 WAS PRESENTED TO THE AUTHOR ALONG WITH JULIE OFFERING A READING FROM SEVERAL PASSAGES OF HER WINNING NOVEL. IN ADDITION, PASSAGES WERE SHARED WITH THE AUDIENCE FROM THE FOUR RUNNER-UP NOVELS. A TOTAL OF TWENTY-EIGHT NOVELS WERE SUBMITTED FOR CONSIDERATION FOR THE AWARD.
Pt III, Line 31A GREAT AMERICAN TAPESTRY; THE MANY STRANDS OF MOUNTAIN MUSIC, PRESENTED BY DAVID WEINTRAUB ON SATURDAY, DECEMBER 2, 2017 AT THE REUTER CENTER ON THE CAMPUS OF UNC ASHEVILLE.A GREAT AMERICAN TAPESTRY IS A DOCUMENTARY FILM DIRECTED AND PRODUCED BY DAVID WEINTRAUB TELLING THE STORY OF THE SOUTHERN MOUNTAIN'S MUSICAL BIRTH AND EVOLUTION THROUGH THE STRANDS OF THE SCOTS-IRISH LEGACY AS WELL AS THE OFT-OVERLOOKED AFRICAN AMERICAN AND AMERICAN INDIAN CONTRIBUTIONS. THE FILM PORTRAYED THE STORY OF THE GREAT MELTING POT OF TRADITIONS IN WNC THAT BECAME KNOWN AS APPALACHIAN MUSIC.
Pt III, Line 31HAZEL CREEK: THE LIFE AND DEATH OF AN ICONIC MOUNTAIN COMMUNITY, PRESENTED BY DAN PIERCE, PHD, PROFESSOR OF HISTORY, UNC ASHEVILLE, ON SATURDAY, FEBRUARY 3, 2018 AT THE REUTER CENTER ON THE CAMPUS OF UNC ASHEVILLE.DR. PIERCE TOLD THE EXTRAORDINARY STORY OF HAZEL CREEK, NC. LOCATED WITHIN THE BOUNDARIES OF THE GREAT SMOKEY MOUNTAINS NATIONAL PARK, HAZEL CREEK EXPERIENCED PERIODS OF BOOMING MINING AND LUMBER INTEREST DURING THE 1920S. AFTER THE CONSTRUCTION OF FONTANA DAM IN 1942, HAZEL CREEK WAS FLOODED BY THE DAM'S EXTENSIVE RESERVOIR. PROMISES WERE MADE BY THE FEDERAL GOVERNMENT TO HELP THOSE DISPLACED - PROMISES TO THIS DAY NOT REALIZED.THE WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION TOOK THE OPPORTUNITY AT THIS PROGRAM TO PRESENT THE ORGANIZATION'S OUTSTANDING ACHIEVEMENT AWARD TO DR. PIERCE FOR HIS NUMEROUS CONTRIBUTIONS OVER HIS CAREER TO THE UNDERSTANDING OF THE HISTORY AND CULTURE OF WNC.
Pt III, Line 31SMITH-MCDOWELL HOUSE MUSEUM ATTENDANCE FY 2017-18TOTAL GUESTS SERVED (APPROXIMATE - 2,500 ADULTS - 100 CHILDREN - 100 COLLEGE STUDENTS
Form 990EZ, Part I, Line 10Thomas Wolfe Memorial Literary Award; Program; Julia Franks: , , , ; Unrelated, 1500.
Form 990EZ, Part I, Line 16Advertising 30.
Form 990EZ, Part I, Line 16Computer Expenses 412.
Form 990EZ, Part I, Line 16Depreciation 1129.
Form 990EZ, Part I, Line 16Dues and Subscriptions 186.
Form 990EZ, Part I, Line 16Exhibits and Program Expenses 6188.
Form 990EZ, Part I, Line 16Fees and Service Charges 651.
Form 990EZ, Part I, Line 16Insurance 2522.
Form 990EZ, Part I, Line 16Investment Fees 1544.
Form 990EZ, Part I, Line 16Office Expenses 1257.
Form 990EZ, Part I, Line 16Repairs and Maintenance 1791.
Form 990EZ, Part I, Line 16Supplies 101.
Form 990EZ, Part I, Line 16Telephone and Internet 1381.
Form 990EZ, Part I, Line 20Capital Gains on Endowment Funds 11255.
Form 990EZ, Part I, Line 20Other Change in Net Assets -703.
Form 990EZ, Part II, Line 24Receivables 75. 66.
Form 990EZ, Part II, Line 24Furniture and Equipment, Net of Accumulated Depreciation 1128. 0.
Form 990EZ, Part II, Line 24Museum Collection 103958. 103958.
Form 990EZ, Part II, Line 24Funds with Community Foundation 165699. 169668.
Form 990EZ, Part II, Line 26Payroll Liabilities 243. 76.
Form 990EZ, Part II, Line 26Accounts Payable 6. 374.

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