WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION (EIN 23-7348133)
Tax period
2016-05-01 to 2017-04-30
Filed
2017-12-29
IRS object ID
201830089349200818
Schema version
2016v3.0
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)
Return2017-12-29T09:16:35-08:00ReturnTs
Tax Period End2017-04-30TaxPeriodEndDt

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 STE 1AddressLine1Txt
CityASHEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP288011434ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-05-01TaxPeriodBeginDt

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
Signature2017-12-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN C CORLISSPreparerPersonNm
Phone8282360206PhoneNum
Preparation2017-12-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.115.150.214IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-12-29IPDt
IP Tm09:16:21IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAFB3E0769F281EC8BDA86983F965F444446FBF43AtSubmissionCreationDeviceId
At Submission Filing Device IdAFB3E0769F281EC8BDA86983F965F444446FBF43AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$65,981GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$29,085ContributionsGiftsGrantsEtcAmt
Program Service Revenue$23,834ProgramServiceRevenueAmt
Membership Dues$10,090MembershipDuesAmt
Investment Income$1,832InvestmentIncomeAmt
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$856SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$178SpecialEventsNetIncomeLossAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$106OtherRevenueTotalAmt
Total Revenue$65,125TotalRevenueAmt
Grants And Similar Amounts Paid$1,500GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$40,416SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$6,560FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$7,571OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$352PrintingPublicationsPostageAmt
Other Expenses Total$34,886OtherExpensesTotalAmt
Total Expenses$91,285TotalExpensesAmt
Excess Or Deficit For Year-$26,160ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$317,207NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$17,262OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$308,309NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$49,136BOYAmt
EOY$37,698EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$268,166BOYAmt
EOY$270,860EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$317,302BOYAmt
EOY$308,558EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95BOYAmt
EOY$249EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$317,207BOYAmt
EOY$308,309EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposePreservation and promotion of the history of Western North CarolinaPrimaryExemptPurposeTxt

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$82,157
-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$82,157TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (19 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ALLAN TARLETON
President4.00$0
JIM BUCHANAN
Vice President4.00$0
DAN HUGER
Treasurer4.00$0
KERRI GLOVER
Secretary4.00$0
RICHARD GRAHAM PHD
Immediate Past President1.00$0
COURTNEY BLOSSMAN
Board Member1.00$0
LESLIE MORRIS
Board Member2.00$0
STUART CAMBLOS
Board Member1.00$0
GEOFF CANTRELL
Board Member1.00$0
DAVID DRY
Board Member1.00$0
BETH GENTRY
Board Member1.00$0
RANDEE GOODSTADT
Board Member1.00$0
BILL LINEBERRY
Board Member2.00$0
GORDON MCKINNEY PHD
Board Member2.00$0
WILLIAM MURDOCK
Board Member1.00$0
JON OSTENDORFF
Board Member1.00$0
DIRK WILMOTH
Board Member1.00$0
STACY MULLINS
May 2016 - January 201740.00$11,250
TIMOTHY TIPTON
February 2017 to present40.00$0
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 HUGER TREASURERPersonNm

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

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$42,409CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,346CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,588CurrentTaxYearMinus1YearAmt
Current Tax Year$39,175CurrentTaxYearAmt
Total$245,761TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$42,409CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,346CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,243CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,588CurrentTaxYearMinus1YearAmt
Current Tax Year$39,175CurrentTaxYearAmt
Total$245,761TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$245,761PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,924CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$92CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,870CurrentTaxYearMinus1YearAmt
Current Tax Year$1,832CurrentTaxYearAmt
Total$10,718TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,049CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$2,865CurrentTaxYearMinus2YearsAmt
Current Tax Year$106CurrentTaxYearAmt
Total$34,020TotalAmt
FieldValueIRS element (for citing)
Total Support$290,499TotalSupportAmt
Gross Receipts Rltd Activities$99,086GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84600PublicSupportCY170Pct
Public Support PY1700.75010PublicSupportPY170Pct
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 2012: 31049. 2013: 0. 2014: 2865. 2015: 0. 2016: 106.ExplanationTxt

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 O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (40 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 31TAKING ANOTHER LOOK: NEW VIEWS OF THE BLUE RIDGE PARKWAY PRESENTED BY ANNE MITCHELL WHISNANT, PHD ON JUNE 25, 2016 WITH 130 IN ATTENDANCE
Pt III, Line 31Great Flood of 1916 program sponsored by NC Dept of Natural and Cultural Resources, Wylma Dykeman Legacy, Riverlink, Duke Energy and WNCHA on July 15 and 16, 2016 with 70 in attendance each day
Pt III, Line 31Cherokee Nation of WNC: The Removal Era and The Trail of Tears presented by Brett H. Riggs, PhD on August 20, 2016 with 195 in attendance
Pt III, Line 31Kiffin Rockwell: Asheville's Celebrated WWI Fighter Pilot presented by Marc McClure, PhD on October 1, 2016 with 66 in attendance
Pt III, Line 31Smith-McDowell House Christmas Twi-Light Tour presented by SMH Staff and Volunteers on December 2, 2016 with 42 in attendance
Pt III, Line 31Thomas Wolfe Memorial Literary Award sponsored and hosted by WNCHA Board of Trustees on February 4, 2017 with 122 in attendance
Pt III, Line 31After Coal: The Future of Appalachia and Wales presented by Pat Beaver, PhD, and Tom Hansell on March 4, 2017 with 70 in attendance
Pt III, Line 31Outstanding Achievement Award sponsored by WNCHA Board of Trustees and co-hosted with Warren Wilson College on March 7, 2017 with 150 in attendance
Pt III, Line 31Caledonia Carolina: Scottish Music at the Roots of Old-Time Appalachia presented by Bruce Nemerov and the Caledonia Carolina Trio April 29, 2017 with 85 in attendance
Pt III, Line 31SMITH-MCDOWELL HOUSE MUSEUM ATTENDANCE FY 2016-17TOTAL GUESTS SERVED (APPROXIMATE) 2,700 ADULTS 100 CHILDREN100 COLLEGE STUDENTS
Form 990EZ, Part I, Line 8Other Income 106.
Form 990EZ, Part I, Line 10Thomas Wolfe Memorial Literary Award; Program; Terry Roberts: , , , ; Unrelated, 1500.
Form 990EZ, Part I, Line 16Advertising and Promotions 3334.
Form 990EZ, Part I, Line 16Computers and Equipment 537.
Form 990EZ, Part I, Line 16Depreciation 7545.
Form 990EZ, Part I, Line 16Dues and Licenses 292.
Form 990EZ, Part I, Line 16Exhibits and Program Expenses 11891.
Form 990EZ, Part I, Line 16Fees and Service Charges 809.
Form 990EZ, Part I, Line 16Fundraising Expenses 325.
Form 990EZ, Part I, Line 16Insurance 2849.
Form 990EZ, Part I, Line 16Investment Fees 1452.
Form 990EZ, Part I, Line 16Membership Expense 56.
Form 990EZ, Part I, Line 16Other Expenses 25.
Form 990EZ, Part I, Line 16SA Cemetery Expenses 500.
Form 990EZ, Part I, Line 16Sales Tax 534.
Form 990EZ, Part I, Line 16Supplies 1251.
Form 990EZ, Part I, Line 16Telephone and Internet 3393.
Form 990EZ, Part I, Line 16Thomas Wolfe Memorial Literary Award Expense 93.
Form 990EZ, Part I, Line 20Capital Gains on Endowment Funds held at the WNC Community Foundation 17262.
Form 990EZ, Part II, Line 24Receivables 130. 75.
Form 990EZ, Part II, Line 24Furniture and Equipment, Net of Accumulated Depreciation 8674. 1128.
Form 990EZ, Part II, Line 24Museum Collection 103958. 103958.
Form 990EZ, Part II, Line 24Funds with Community Foundation 155404. 165699.
Form 990EZ, Part II, Line 26Payroll Liabilities 95. 243.
Form 990EZ, Part II, Line 26Accounts Payable 0. 6.

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