WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION: Form 990EZ, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION (EIN 23-7348133)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-10-14
- IRS object ID
- 201632889349200118
- Schema version
- 2015v2.1
- 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 | 2016-10-14T08:44:57-07:00 | ReturnTs |
| Tax Period End | 2016-04-30 | 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 STE 1 | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 288011434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2015-05-01 | 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 | DAN HUGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8282539231 | PhoneNum |
| Signature | 2016-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN C CORLISS | PreparerPersonNm |
| Phone | 8282360206 | PhoneNum |
| Preparation | 2016-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | wnchistory.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $67,890 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $28,770 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $27,422 | ProgramServiceRevenueAmt |
| Membership Dues | $9,818 | MembershipDuesAmt |
| Investment Income | $1,870 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $3,770 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$3,770 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $10 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $164 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | -$154 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $63,956 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,500 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $29,292 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $9,803 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $8,972 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $797 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $33,545 | OtherExpensesTotalAmt |
| Total Expenses | $83,909 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$19,953 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $347,543 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$10,383 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $317,207 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,699 | BOYAmt |
| EOY | $49,136 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,844 | BOYAmt |
| EOY | $268,166 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,543 | BOYAmt |
| EOY | $317,302 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $95 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,543 | BOYAmt |
| EOY | $317,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Preservation and promotion of the history of Western North Carolina | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| The Smith-McDowell House Museum and its exhibit space received 1975 visitors. Youth Programs-Hosted nine educational workshops (the Crafty Historian) combining a hands-on craft activity with a history lesson. Topics covered included | $1,500 | $75,519 |
| Watercolor Art, Decoupage, Spinning and Weaving. Total served: 50 students -Produced Living History Days during two days in April. This event covers local history and heritage 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 35 adult volunteers and 25 youth volunteers (continued on Schedule O, Ref Part III, Line 31) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $75,519 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (19 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RICHARD GRAHAM PHD | ||
| President | 4.00 | $0 |
| JOHN TURK | ||
| Vice President | 1.00 | $0 |
| KATHY DRAKE | ||
| Treasurer | 8.00 | $0 |
| KERRI GLOVER | ||
| Secretary | 1.00 | $0 |
| GWIN JONES | ||
| Immediate Past President | 1.00 | $0 |
| WAYNE CALDWELL PHD | ||
| Board Member | 1.00 | $0 |
| STUART CAMBLOS | ||
| Board Member | 1.00 | $0 |
| BILL LINEBERRY | ||
| Board Member | 1.00 | $0 |
| GORDON MCKINNEY PHD | ||
| Board Member | 1.00 | $0 |
| DANIEL PIERCE PHD | ||
| Board Member | 1.00 | $0 |
| MARY L POWELL PHD | ||
| Board Member | 1.00 | $0 |
| JIM BUCHANAN | ||
| Board Member | 1.00 | $0 |
| WILLIAM EAKINS | ||
| Board Member | 1.00 | $0 |
| DAN HUGER | ||
| Board Member | 1.00 | $0 |
| LESLIE R MORRIS | ||
| Board Member | 1.00 | $0 |
| FRANCES L RAMSEY | ||
| Board Member | 1.00 | $0 |
| ALLAN TARLETON | ||
| Board Member | 1.00 | $0 |
| BETH GENTRY | ||
| Board Member | 1.00 | $0 |
| ALI MANGKANG | ||
| Prior Executive Director May 2015 - November 2015 | 40.00 | $12,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WNC HISTORICAL ASSOC INC | PersonNm |
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) |
|---|---|---|
| Phone | 8282539231 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,588 | CurrentTaxYearAmt |
| Total | $231,029 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,409 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,588 | CurrentTaxYearAmt |
| Total | $231,029 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $231,029 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,013 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $92 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,870 | CurrentTaxYearAmt |
| Total | $15,899 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $2,865 | CurrentTaxYearMinus1YearAmt |
| Total | $61,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $307,995 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $75,252 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65210 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: Other Income 2011: 27153. 2012: 31049. 2013: 0. 2014: 2865. 2015: 0. | ExplanationTxt |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (42 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 31 | Program Service Accomplishments: Continued |
| Pt III, Line 31 | (volunteers serve a total of 10 each over the two days) on the grounds of the house. Total served: 700 students |
| Pt III, Line 31 | Hosted an average of one educational tour of the Smith-McDowell House each month. Total served: 425 students |
| Pt III, Line 31 | Loaned Traveling Trunks to local classrooms, homeschool groups, scout groups and libraries. Each trunk covers a specific topic and includes educational materials and objects for lesson planning and discussion. Trunks are available for a week at no charge. Total served: 300 students |
| Pt III, Line 31 | Held ten 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 and contests, placing 1st or 2nd place in four categories. We were also recognized for our History in Action service project writing a research paper on the Asheville Humane Society and volunteering at the facility, cleaning and working with puppies and kittens. Our annual service project (10 Years running) is reenacting the One Room Schoolhouse at Hart Square (a large living history event near Hickory, NC) reaching thousands of individuals from all over the state and area. Total club membership: 38 students |
| Pt III, Line 31 | Adult Programming |
| Pt III, Line 31 | William Bartram: North Carolina's First Naturalist (June 12 - October 29, 2015) The Bartram Exhibit opened at the SMH on June 12, 2015 followed by a reception and program on Bartram's influence on the world of biology. The evening's speaker was Brent Martin (Southern Appalachian Regional Director, Wilderness Society and NC Bartram Trail member). |
| Pt III, Line 31 | Dr. Jim Costa (Director, Highlands Biological Station and Western Carolina University professor) spoke on August 15, 2015 on Bartram's impact on evolutionary biology. |
| Pt III, Line 31 | The Asheville Men's Garden Club celebrated the completion of the Olmsted-SMH Project on August 20, 2015 (refurbishment of the SMH grounds) to the Olmsted Brothers' original 1902 designs. |
| Pt III, Line 31 | Tom Earnhardt (UNC-Public TV's Exploring NC) spoke on September 12, 2015 about the timeless attraction that North Carolina commands within the world of biologists due to its varied plant and animal life. |
| Pt III, Line 31 | Peter Loewer (noted local author on gardening) developed an overview on the History of Botanical Art on October 10, 2015. |
| Pt III, Line 31 | Field Trip on October 29, 2015 to the Middle Cherokee Tribal Council Mounds (explored by Bartram in 1775) at Cowee, NC. |
| Pt III, Line 31 | Asheville Cemetery Day Tour (October 31, 2015) WNCHA hosted a day trip to Asheville's Newton Cemetery, South Asheville Cemetery and Riverside Cemetery. |
| Pt III, Line 31 | Smith McDowell House Christmas Twi-Light Tour (December 3, 2015) |
| Pt III, Line 31 | ROBERT MORGAN AND WAYNE CALDWELL: AN AFTERNOON IN APPALACHIA (MARCH 5, 2016)NOTED WNC AUTHORS SPOKE ON THE INFLUENCE OF APPALACHIA ON THEIR WRITINGS. (125 IN ATTENDANCE) |
| Pt III, Line 31 | Awards Programs |
| Pt III, Line 31 | THOMAS WOLFE MEMORIAL LITERARY AWARD (FEBRUARY 6, 2016)RECEPTION AND PROGRAM CELEBRATING THE PRESENTATION OF THE 2015 TWA TO DOUG ORR AND FIONA RITCHIE FOR THEIR WORK WAYFARING STRANGERS: THE MUSICAL VOYAGE FROM SCOTLAND AND ULSTER TO APPALACHIA (102 IN ATTENDANCE) |
| Pt III, Line 31 | WNCHA Outstanding Achievement Award (April 15, 2016) Pat Beaver, PhD, Professor Emeritus, Anthropology Department, Appalachian State University was the 2015 recipient. A reception and awards program was hosted by WNCHA and ASU at Appalachian State in Boone, NC. (45 in attendance) |
| Pt III, Line 31 | WNCHA serves as the fiscal agent for the South Asheville Cemetery - the oldest public African American cemetery in western North Carolina. |
| Pt III, Line 31 | We also served as fiscal agent for Western North Carolina's regional History Day competition which motivates middle and high school students to study the past and engage in the art of historical inquiry. |
| Form 990EZ, Part I, Line 10 | Thomas Wolfe Memorial Literary Award; Program; Douglas Orr: , , , ; Unrelated, 750. |
| Form 990EZ, Part I, Line 10 | Thomas Wolfe Memorial Literary Award; Program; Fiona Ritchie: , , , ; Unrelated, 750. |
| Form 990EZ, Part I, Line 16 | Advertising and Promotions 200. |
| Form 990EZ, Part I, Line 16 | Computers and Equipment 545. |
| Form 990EZ, Part I, Line 16 | Dues and Licenses 1204. |
| Form 990EZ, Part I, Line 16 | Exhibits and Program Expenses 6184. |
| Form 990EZ, Part I, Line 16 | Fees and Service Charges 2064. |
| Form 990EZ, Part I, Line 16 | Insurance 4014. |
| Form 990EZ, Part I, Line 16 | Olmsted Gardens Supplies and Plants 4293. |
| Form 990EZ, Part I, Line 16 | Other Expenses 354. |
| Form 990EZ, Part I, Line 16 | Sales Tax 1078. |
| Form 990EZ, Part I, Line 16 | Supplies 2005. |
| Form 990EZ, Part I, Line 16 | Telephone and Internet 3227. |
| Form 990EZ, Part I, Line 16 | Thomas Wolfe Memorial Literary Award Expense 673. |
| Form 990EZ, Part I, Line 16 | SA Cemetery Expenses 159. |
| Form 990EZ, Part I, Line 16 | Depreciation 7545. |
| Form 990EZ, Part I, Line 20 | Gains and losses on investments with CFWNC -10383. |
| Form 990EZ, Part II, Line 24 | Receivables 0. 130. |
| Form 990EZ, Part II, Line 24 | Furniture and Equipment, Net of Accumulated Depreciation 16218. 8674. |
| Form 990EZ, Part II, Line 24 | Museum Collection 103958. 103958. |
| Form 990EZ, Part II, Line 24 | Funds with Community Foundation 172668. 155404. |
| Form 990EZ, Part II, Line 26 | Payroll Liabilities 0. 95. |
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