WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION (EIN 23-7348133)
- Tax period
- 2014-05-01 to 2015-04-30
- Filed
- 2015-12-07
- IRS object ID
- 201503419349200720
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-07T14:25:51-08:00 | ReturnTs |
| Tax Period End | 2015-04-30 | 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 | 2014-05-01 | 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 | ALI MANGKANG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8282539231 | PhoneNum |
| Signature | 2015-12-07 | 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 | 2015-12-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $89,488 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $48,830 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $27,288 | ProgramServiceRevenueAmt |
| Membership Dues | $10,413 | MembershipDuesAmt |
| Investment Income | $92 | 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 | $2,386 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,196 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $1,190 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $479 | OtherRevenueTotalAmt |
| Total Revenue | $88,292 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $38,400 | SalariesOtherCompEmplBnftAmt |
| Occupancy Rent Utlts And Maint | $10,887 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $522 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $40,730 | OtherExpensesTotalAmt |
| Total Expenses | $90,539 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$2,247 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $347,879 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,911 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $347,543 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,879 | BOYAmt |
| EOY | $54,699 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,000 | BOYAmt |
| EOY | $292,844 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,879 | BOYAmt |
| EOY | $347,543 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,879 | BOYAmt |
| EOY | $347,543 | 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 | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Youth Programming -Hosted nine educational workshops combining a hands-on craft activity with a history lesson. Total served: 50 students | $81,485 |
| -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 -Hosted an average of one educational tour of the Smith-McDowell House each month. Total served: 300 students |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $81,485 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (16 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| RICHARD GRAHAM PHD | ||
| President | 1.25 | $0 |
| JOHN TURK | ||
| Vice President | 1.25 | $0 |
| KATHY DRAKE | ||
| Treasurer | 1.25 | $0 |
| DAN HUGER | ||
| Secretary | 1.25 | $0 |
| GWIN JONES | ||
| Immediate Past President | 1.25 | $0 |
| WAYNE CALDWELL PHD | ||
| Board Member | 1.25 | $0 |
| STUART CAMBLOS | ||
| Board Member | 1.25 | $0 |
| KERRI GLOVER | ||
| Board Member | 1.25 | $0 |
| BILL LINEBERRY | ||
| Board Member | 1.25 | $0 |
| GORDON MCKINNEY PHD | ||
| Board Member | 1.25 | $0 |
| DANIEL PIERCE PHD | ||
| Board Member | 1.25 | $0 |
| MARY L POWELL PHD | ||
| Board Member | 1.25 | $0 |
| SUSAN RODERICK | ||
| Board Member | 1.25 | $0 |
| BETH R STEWART EDD | ||
| Board Member | 1.25 | $0 |
| RHONDA K DEVAN | ||
| Board Member | 1.25 | $0 |
| SHARON GRUBER | ||
| Director | 40.00 | $20,020 |
| 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 | $16,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,243 | CurrentTaxYearAmt |
| Total | $208,655 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,214 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,243 | CurrentTaxYearAmt |
| Total | $208,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $208,655 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,015 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $92 | CurrentTaxYearAmt |
| Total | $22,044 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,153 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,865 | CurrentTaxYearAmt |
| Total | $89,280 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $319,979 | TotalSupportAmt |
| Public Support CY170 | 0.65210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54160 | 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 2010: 28213. 2011: 27153. 2012: 31049. 2013: 0. 2014: 2865. | 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 (22 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt III, Line 31 | Program Service Accomplishments: Continued |
| 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 31 | Adult Programming |
| Pt III, Line 31 | May 2014 - Opening of Hillbilly Land exhibition. This exhibition ran from May 2014 - May 2015 and explored the myths and realities of Appalachian culture through the lens of Music, Religion, Arts & Crafts, Moonshine, and Isolation. There were approximately 80 guests at the opening of this event. |
| Pt III, Line 31 | June 2014 - Laura Boosinger music program. Total served: 50 Appalachian panel discussion. Total served: 45 Stark Love screening: Total served: 40 |
| Pt III, Line 31 | JULY 2014 - TIM BARNWELL AND MICHAEL MCFEE LECTURE. TOTAL SERVED: 70MOONSHINE LECTURE @ TROY & SONS. TOTAL SERVED: 110 |
| Pt III, Line 31 | August 2014 - Storytelling on the Front Porch. Total served: 75 |
| Pt III, Line 31 | September 2014 - Mountain Dance lecture/ Phil Jamison. Total served: 50 |
| Pt III, Line 31 | OCTOBER 2014 - MOUNTAIN RELIGION LECTURE/BRIAN COLE. TOTAL SERVED: 130ARTS & CRAFTS OF APPALACHIA. TOTAL SERVED: 40 |
| Pt III, Line 31 | November 2014 - Charlotte Ross storytelling lecture. Total served: 50 Thunder Road screening and Van Duncan talk. Total served: 50 |
| Pt III, Line 31 | February 2015 - Thomas Wolfe Memorial Literary Award. Total served: 50 |
| Pt III, Line 31 | MARCH 2015 - RAINDROP WALTZ PERFORMANCE. TOTAL SERVED: 80CATALOOCHEE FIELD TRIP. TOTAL SERVED: 30 |
| Pt III, Line 31 | April 2015 - Civil War Lecture Series April 4 & 25. Total served: 70 |
| Pt III, Line 31 | Smith-McDowell House Attendance FY 2014-15 |
| Pt III, Line 31 | Total guests served (approximate) - 2,700 adults; 100 children; 100 college students |
| 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 8 | OTHER INCOME 479. |
| Form 990EZ, Part I, Line 16 | ADVERTISING AND PROMOTIONS 1018. COMPUTERS AND EQUIPMENT 428. DEPRECIATION 7545. DUES AND LICENSES 445. EXHIBITS AND PROGRAM EXPENSES 16952. FEES AND SERVICE CHARGES 2614. INSURANCE 2520. OTHER EXPENSES 4689. SUPPLIES 1017. TELEPHONE AND INTERNET 3502. |
| Form 990EZ, Part I, Line 20 | ENDOWMENT GAINS 6419. RECLASS OF COMMUNITY FOUNDATION FUND IN WHICH WNCHA IS THE INCOME -4508. BENEFICIARY, BUT NOT THE OWNER. |
| Form 990EZ, Part II, Line 24 | INVENTORY 322. 0. FURNITURE AND EQUIPMENT, NET OF ACCUMULATED DEPRECIATION 23763. 16218. MUSEUM COLLECTION 103958. 103958. FUNDS WITH COMMUNITY FOUNDATION 176957. 172668. |
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