2014-02-17T15:26:31-06:00 2013-06-30 SMITH & HOWARD PC 271 17TH STREET SUITE 1600 ATLANTA GA 30363 990 2012-07-01 580566162 ATLANTA HISTORICAL SOCIETY INC % JEFF RUTLEDGE ATLA 4048144020 130 WEST PACES FERRY ROAD Suite ATLANTA GA 30305 jeff rutledge 4048746244 2014-02-05 true MARC AZAR 4048746244 2012 2015-11-30 17:44:51Z F Sheffield Hale 130 WEST PACES FERRY ROAD ATLANTA GA 30305 14107298 false X WWW.ATLANTAHISTORYCENTER.COM X 1927 GA The organization's primary purpose is to collect, preserve, and disseminate information about Atlanta, Georgia and its environs in order to connect people, history, and culture. 32 32 160 130 955141 -187556 2925295 5641328 1060341 1099685 -596750 5363020 1354106 1179797 4742992 13283830 0 0 0 0 4142317 4140059 132474 94849 558674 5280381 5619304 9555172 9854212 -4812180 3429618 94784679 101475957 6999522 6941555 87785157 94534402 X THE ORGANIZATION'S PRIMARY PURPOSE IS TO COLLECT, PRESERVE, AND DISSEMINATE INFORMATION ABOUT ATLANTA, GEORGIA AND ITS ENVIRONS IN ORDER TO CONNECT PEOPLE, HISTORY, AND CULTURE. THE ATLANTA HISTORICAL SOCIETY THROUGH ITS COLLECTIONS, FACILITIES, PROGRAMS, EXHIBITIONS, AND PUBLICATIONS PRESERVES AND INTERPRETS HISTORICAL SUBJECTS PERTAINING TO ATLANTA AND ITS ENVIRONS AND OF INTEREST TO ATLANTA'S DIVERSE AUDIENCES. THE ATLANTA HISTORY CENTER INCLUDES FIVE SIGNATURE EXHIBITIONS AND THREE CHANGING EXHIBITION GALLERIES IN THE ATLANTA HISTORY MUSEUM, TWO HISTORIC HOUSES, ARCHIVES/SPECIAL LIBRARIES AND 33 ACRES OF GARDENS. THE ATLANTA HISTORY CENTER OFFERS HISTORICAL PERSPECTIVES INTEGRATING HISTORY, EDUCATION AND LIFE-ENRICHMENT PROGRAMS THROUGH EXHIBITIONS AND A VARIETY OF PROGRAMS. ADMISSION AND PROGRAM SERVICE FEES ARE RECEIVED FOR CERTAIN OF THESE ACTIVITIES. AUXILIARY OPERATIONS MAINTAINED BY THE SOCIETY INCLUDE A MUSEUM STORE AND FACILITY RENTALS. ADDITIONAL SOURCES OF REVENUE INCLUDE false false 900099 5404723 2437852 The Atlanta History Center is a unique campus that houses the Atlanta History Museum, Centennial Olympic Games Museum, Swan House, Smith Family Farm, six historic gardens, and the Kenan Research Center. The Atlanta History Center also includes the Margaret Mitchell House, located off-site at our Midtown campus. The Atlanta History Museum at the Atlanta History Center is one of the largest history museums in the nation, featuring award-winning signature exhibitions that tell the story of the region's people, from its earliest settlers to the international city of today. The Centennial Olympic Games Museum at the Atlanta History Center opened in 2006 in celebration of the ten year anniversary of the 1996 Centennial Olympic Games. With its spectacular collection of multimedia presentations, artifacts, images, and interactive displays, the Centennial Olympic Games Museum houses one of the most significant exhibitions on Olympic sport and history in the United States. The Atlanta History Center's property features six historic gardens representing Georgia's distinctive flora, both native and introduced. Each garden tells the story of a particular group of people who interacted with this land and its plants in distinguishable ways. The Atlanta History Center also operates three historic houses, all listed on the National Register of Historic Places. The Smith Family Farm and the Swan House, both located at our Buckhead campus, take visitors back in time to explore the lifestyles of Atlantans from the 1860s through the 1930s. Our third historic property, the Margaret Mitchell House, is located in the heart of Midtown Atlanta, including the house and apartment where Margaret Mitchell wrote her Pulitzer Prize-winning novel Gone With the Wind; visitors center and exhibition gallery; and, museum shop. For historians looking to do their own research, the Kenan Research Center at the Atlanta History Center is a free public research center offering a multitude of resources for the study of Atlanta and Southern regional history and culture, with dedicated collections on decorative arts, genealogy, military history, and Southern gardens. Copies of historic photographs, prints, maps, and other archival images can be purchased through the Kenan Research Center. The Atlanta History Center serves or reaches out to approximately 218,000 people annually. 900099 1114414 316592 Throughout the year, we bring history to life through living history programs, lectures with award-winning authors, toddler programs, homeschool days, school tours, summer camps, music series, annual festivals such as Sheep to Shawl, and much more. Over 40,000 school children are served by the Atlanta History Center annually. The Center for Southern Literature at the Margaret Mitchell House & Museum presents over 9 literary lectures with award-winning authors and writing workshops for children and adults are available throughout the year. 6519137 true true false false false false false true false true true true false true true true false true false false true false false true true false false false false true false false false false false false false false true true false false true false false false false true 94 0 true 160 true true true true BD false false false true true false false false false X 32 32 false false false false false false false true true false false true true true true true true true true true true GA X X JEFF RUTLEDGE 4048144000 130 WEST PACES FERRY ROAD ATLANTA GA 30305 X Barbarella Diaz 1.0 X Beverly M DuBose 1.0 X Charles H Battle 1.0 X Chris Schoen 1.0 X Chrisptopher Womack 1.0 X David P Lanier 1.0 X Denise Cleveland-Leggett 1.0 X Ernest L Greer 1.0 X Greg Bronstein 1.0 X J Michael Robinson 1.0 X Jack S Markwalter 1.0 X James Edward Cushman Jr 1.0 X James Hannan 1.0 X Jamie MacLean 1.0 X Jenny Pruitt 1.0 X Jocelyn Janine Hunter 1.0 X John A Fentener van Vlissingen 1.0 X John Allen 1.0 X John Montag 1.0 X John P Spalding 1.0 X 0 0 0 Karen Parker 1.0 X Laura Miles 1.0 X Lillian Giornelli 1.0 X M Maxine Hicks 1.0 X Mary Katherine Greene 1.0 X Michael A Woocher 1.0 X Michael Flock 1.0 X Michael Rogers 1.0 X Peter Corbin Moister 1.0 X Phillip F Mooney 1.0 X Reinaldo Pascual 1.0 X Richard Brand Morgan 1.0 X Sam Massell 1.0 X Samual G Friedman 1.0 X Shelly Giberson 1.0 X Shirley Mitchell 1.0 X Susan Bell 1.0 X Thomas S Fricke 1.0 X Tom Asher 1.0 X William B Peard 1.0 X William B Shearer Jr 1.0 X Salvatore Cilella 40.0 X 59793 2790 Frank Hale 40.0 X 181662 13214 Casey Steadman 40.0 X 109755 8182 Michael Rose 40.0 X 92348 7631 Jeff Rutledge 40.0 X 75932 8163 519490 0 39980 2 false true false SODEXO PO BOX 536922 ATLANTA GA 303536922 FACILITY MANAGEMENT 645274 DE LAGE LANDEN PO BOX 41602 PHILADELPHIA PA 191011602 COPIER LEASE 144866 COXE CURRY ASSOCIATES 50 HURT PLAZA SUITE 630 ATLANTA GA 30303 CONSULTING 120424 leapfrog services 1190 W Druid hills dr ATLANTA GA 30329 IT management 275400 Pfeiffer Partners arch inc 811 w 7th st LOS ANGELES CA 90017 architects 122341 5 X 339564 824465 145900 4331399 201367 5641328 ADMISSIONS 900099 960672 960672 FEES FOR SEMINARS 900099 139013 139013 1099685 1405330 1405330 0 1988 1988 812848 29457 46405 766443 29457 795900 669547 126353 3957690 3957690 3957690 3957690 175078 824465 439648 -264570 -264570 0 832420 337415 495005 285594 209411 MANAGEMENT FEES 541610 151474 151474 151474 13283830 1251159 955141 5436202 0 0 0 0 598218 100995 497223 0 2919655 1834350 771320 313985 33441 33441 346294 196987 115201 34106 242451 134141 86472 21838 0 54899 17255 37644 57100 57100 0 94849 94849 230254 230254 255349 129585 114776 10988 228305 124841 103464 574757 327374 214869 32514 507099 251742 242166 13191 121 21 100 2018057 1830639 187418 26619 19157 7445 17 0 31060 20518 9880 662 70615 70016 599 0 1057177 1057177 122888 115873 7015 EXHIBITIONS AND COLLECTIONS 242489 241377 1112 PRINTING 78600 22310 38669 17621 POSTAGE 38430 5102 16756 16572 SUBSCRIPTIONS AND DUES 25485 19677 3477 2331 9854212 6519137 2776401 558674 X 12571 0 2610522 3599137 1719745 1784172 93818 100062 0 0 0 0 0 0 151254 159012 537491 563688 52807645 27160189 25925750 25647456 44918368 54888628 11811784 7459830 0 0 0 0 7003376 7273972 94784679 101475957 194593 271694 0 0 481172 622894 0 0 0 0 0 0 5932593 5682874 0 0 391164 364093 6999522 6941555 X 59651571 62971302 10981172 14140090 17152414 17423010 87785157 94534402 94784679 101475957 X 3429618 3209472 110155 X false true X true false X 3509755 3527657 3501610 2925295 5641328 19105645 0 0 3509755 3527657 3501610 2925295 5641328 19105645 1858929 17246716 2613466 2082715 1645762 1192581 1580076 9114600 0 289 21392 21681 28241926 10226350 0.61068 0.55046 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 58176386 41280 7982582 2656571 230254 63313423 63099878 481481 -1777925 3408644 218404 58176386 54720406 224266 11570475 3137950 277319 63099878 50029243 439315 7403351 2888785 262718 54720406 60992842 395985 -8054402 3055013 250169 50029243 0.69561 0.16030 0.14409 true false 3630565 3630565 33697163 14266046 19431117 2457140 900548 1556592 1848531 1833832 14699 11174246 10159763 1014483 25647456 7459830 F 7459830 THORNTON TRUST 4857987 SCHUTZE TRUST 2197985 AIKEN TRUST 218000 7273972 0 INTEREST RATE SWAP 281008 BANK OVERDRAFT 83085 364093 X 17513818 3209472 197048 823468 4229988 13283830 13283830 10764573 197048 823468 1020516 9744057 110155 110155 9854212 HISTORICAL COLLECTIONS FORM 990, SCHEDULE D, PART III, LINE 1A The Organizations historical buildings and collections are essential in enabling the Organization to fulfill its mission and purpose. The Organizations collections are made up of artifacts of historical significance and art objects that are held for educational, research and curatorial purposes. Each of the items is cataloged, reserved and cared for, and activities verifying their existence and assessing their condition are regularly performed. The Organization carries its historical buildings and collections at no value. The cost of purchased historical buildings or collections is reported as an expense. Contributed historical buildings or collections are not valued. During 2013 and 2012, approximately $26,000 and $18,000 was charged to Organization, archival, museum, and horticultural collections for the purchase of historical collections, respectively. Betterments and improvements to historical buildings are capitalized and carried at cost. Except for betterments and improvements to historical buildings, expenditures for restoration, stabilization and reconstruction are charged to expense when incurred. DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS FORM 990, SCHEDULE D, PART III, LINE 4 The Organization's Primary Purpose is to collect, preserve, and disseminate information about Atlanta, Georgia and its environs in order to connect people, history, and culture. The Atlanta Historical Society through its collections, facilities, programs, exhibitions, and publications preserves and interprets historical subjects pertaining to Atlanta and its environs and of interest to Atlanta's diverse audiences. INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS FORM 990, SCHEDULE D, PART V, LINE 4 The Endowment Funds of the Atlanta Historical Society are used to support the annual expense incurred to achieve the organization's mission and vision and to fund the expenses and activities as proscribed by the donor designated restrictions. OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART VIII, LINE 12 FORM 990, SCHEDULE D, PART XII, LINE 2D 46,405 Rental Expenses 439,648 Fundraising Expenses 337,415 Cost of Goods Sold -------- 823,468 ======== OTHER AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25 FORM 990, SCHEDULE D, PART XIII, LINE 2D 46,405 Rental Expenses 439,648 Fundraising Expenses 337,415 Cost of Goods Sold -------- 823,468 ======== Form 990, Schedule D, Part XIII, Line 4b $110,155 gain on interest rate swap asc-740-10 footnote FORM 990, SCHEDULE D, PART X, LINE 2 The Subsidiary is treated as a partnership for federal and state income tax purposes. Since the Society is the sole member of the Subsidiary, all income, losses and tax credits from the Subsidiary's activities are reported on the Society's income tax returns. The Society qualifies as a tax-exempt organization as described in Internal Revenue Code Section 501 (c)(3). Income from certain activities not directly related to the Organization's tax exempt purpose is subject to taxation as unrelated business income. In the opinion of management, the Society had no significant taxable unrelated business income during 2013 or 2012. Additionally, in the opinion of management, the activities of the Subsidiary are not subject to unrelated business taxable income. Accordingly, no provision or benefit for income taxes has been recorded in the accompanying consolidated financial statements. The Organization annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Organization takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Organization is subject to examination by the federal and state taxing authorities. In general, the Organization is no longer subject to tax examinations for the years ending before June 30, 2010. OTHER ADJUSTMENTS FORM 990, SCHEDULE D, PART XII, LINE 4b Gain on interest rate swap 110,155 Central America and the Caribbean Investments false false false false false false true COXE CURRY ASSOCIATES STRATEGIC GUIDANCE false 94849 94849 GA swan house ball 656586 603736 52850 66031 11200 174585 members guild 102832 51082 51750 21919 850 29245 4 240125 169647 70478 67036 1200 67582 999543 824465 175078 154986 13250 271412 439648 -264570 X X X false false false false false false false false false Frank Hale 181662 13752 195414 X 15 90408 FMV X 18 N/A X ARCHIVAL RECORDS 112 0 N/A X REFERENCE MATERIALS 59 0 N/A X auction items 20 10959 FMV X building materials 1 100000 fmv 1 false true false ORGANIZATION DID NOT REPORT REVENUES FOR A TYPE OF PROPERTY RECEIVED FORM 990, SCHEDULE M, LINE 33 Under SFAS 116, the organzation does not report revenues for artwork and collections received on its financial statements as reported on lines 22 and 25 of Schedule M. NUMBER OF CONTRIBUTIONS FORM 990, SCHEDULE M, PART I, COLUMN B THE ORGANIZATION REPORTED THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11A The Atlanta Historical Society will complete the preparation of the Form 990 In January. This completed form 990 will be provided to the Board of Trustees via email and will occur prior to submission of the Form 990 to the IRS on February 15th. MONITORING AND ENFORCING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, 12C The Atlanta Historical Society requires all trustees complete a conflict of interest questionnaire each year prior to September 1st. This questionnaire is first requested at the last Board meeting of the fiscal year with two subsequent follow up electronic communications requesting the completed questionnaires. Any questionnaires that indicate any conflict of interest or related party comments are reviewed by the Audit Committee of the Board of Trustees. COMPENSATION DETERMINATION & REVIEW FORM 990, PART VI, LINE 15 The Compensation Committee of the Atlanta Historical Society Board of Trustees reviews and approves the compensation for CEO/President of the Society. The Compensation Committee receives a summary of compensation paid by comparable organizations locally, regionally, and nationally utilizing most recently accessible Form 990 records. The Compensation Committee submits any compensation instructions to the Society's Human Resources department for processing and implementation. Compensation for any other disqualified individuals utilizes compensation data collected in a similar fashion to the CEO/President compensation summary and is also approved and reviewed by the Compensation Committee. DOCUMENTS MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19 The Atlanta Historical Society makes its Form 990 and audited financial statements available on its own website at http://www.atlantahistorycenter.com/cms/Governance+and+Finance/341.html. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 $110,155 gain Interest rate swap MMHAHS LLC 130 WEST PACES FERRY ROAD ATLANTA GA 30305 580566162 MUSEUM GA 438479 139967 NA