WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WESTERN NORTH CAROLINA HISTORICAL ASSOCIATION INCORPORATION (EIN 23-7348133)
Tax period
2013-05-01 to 2014-04-30
Filed
2014-12-15
IRS object ID
201433499349200528
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-12-15T14:07:13-06:00ReturnTs
Tax Period End2014-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263961586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TERESA T CARRELLI CPA PABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line122 CORBRAN DRAddressLine1
CityFAIRVIEWCity
StateNCState
ZIP Code287307761ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237348133EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTERN NORTH CAROLINA HISTORICALBusinessNameLine1
Business Name Line2ASSOCIATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone8282539231PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1283 VICTORIA ROADAddressLine1
CityASHEVILLECity
StateNCState
ZIP Code28801ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD GRAHAMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8282539231PhoneNum
Signature2014-12-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERESA T CARRELLI CPAPreparerPersonNm
PTINP00378717PTIN
Phone8282300704PhoneNum
Preparation2014-12-15PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$107,765GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$66,346ContributionsGiftsGrantsEtcAmt
Program Service Revenue$20,542ProgramServiceRevenueAmt
Membership Dues$10,810MembershipDuesAmt
Investment Income$33InvestmentIncomeAmt
Gross Sales Of Inventory$192GrossSalesOfInventoryAmt
Cost Of Goods Sold$9CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$183GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$9,842OtherRevenueTotalAmt
Total Revenue$107,756TotalRevenueAmt
Salaries Other Comp Empl Bnft$46,166SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$3,694FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$3,119PrintingPublicationsPostageAmt
Other Expenses Total$45,263OtherExpensesTotalAmt
Total Expenses$98,242TotalExpensesAmt
Excess Or Deficit For Year$9,514ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$318,646NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$19,719OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$347,879NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$40,522BOYAmt
EOY$42,879EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$278,721BOYAmt
EOY$305,000EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$319,243BOYAmt
EOY$347,879EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$597BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$318,646BOYAmt
EOY$347,879EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeA NON-PROFIT ENTITY FOR THE PURPOSE OF PRESERVATION AND PROMOTION OF THE HISTORY OF WNC AND THE OPERATION OF THE SMITH-MCDOWELL HOUSE MUSEUM, THE OLDEST EXISTING DWELLING IN ASHEVILLE NC AND THE OLDEST BRICK STRUCTURE IN BUNCOMBE CO NCPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPRESERVATION AND PROMOTION OF WNC AND THE SMITH-MCDOWELL HOUSE MUSEUMDescriptionProgramSrvcAccomTxt
Program Service Expenses$21,702ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$21,702TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GWIN JONES
PRESIDENT000.00$0
JOHN TURK
VICE-PRESIDE000.00$0
DAN HUGER
SECRETARY/TR000.00$0
SHARON GRUBER
DIRECTOR40.00$26,400
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WNC HISTORICAL ASSOC INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1283 VICTORIA ROADAddressLine1
CityASHEVILLECity
StateNCState
ZIP Code28801ZIPCode
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$43,124CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,214CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,443CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,409CurrentTaxYearMinus1YearAmt
Current Tax Year$66,346CurrentTaxYearAmt
Total$192,536TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,124CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,214CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,443CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,409CurrentTaxYearMinus1YearAmt
Current Tax Year$66,346CurrentTaxYearAmt
Total$192,536TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$192,536PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,837CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,015CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,013CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,924CurrentTaxYearMinus1YearAmt
Total$61,789TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,745CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,213CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$27,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,049CurrentTaxYearMinus1YearAmt
Total$101,160TotalAmt
FieldValueIRS element (for citing)
Total Support$355,485TotalSupportAmt
Gross Receipts Rltd Activities$41,419GrossReceiptsRltdActivitiesAmt
Public Support CY1700.54160PublicSupportCY170Pct
Public Support PY1700.44050PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
Explanation101,160ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8ENDOWMENT INCOME 9,842 TOTAL 9,842
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING & PROMOTION 1,816 INFORMATION TECHNOLOGY 495 TRAVEL 475 INSURANCE 2,297 PROGRAM EXPENSE 5,797 DECORATIONS 975 UTILITIES 9,444 MAINTENANCE 5,683 JR HISTORIAN SUPPLIES 127 COMPUTER SUPPLIES 1,227 SUPPLIES 2,870 CHECK PRINTING 111 BANK CHARGES 801 SECURITY 557 DUES/LICENSES 741 MISCELLANEOUS 683 AWARDS 1,799 TROPHIES 785 EXHIBIT SUPPLIES 1,035 NON-INVESTMENT DEPRECIATION 7,545 TOTAL 45,263
FORM 990-EZ, PART I, LINE 20UNREALIZED GAINS 8,567 PRIOR PERIOD ADJUSTMENTS 11,152
FORM 990-EZ, PART II, LINE 24INVENTORIES FOR SALE OR USE 331 322 PREPAID EXPENSES AND DEFERRED CHARGES 747 0 CAPITAL ASSETS 144,316 167,593 LESS ACCUMULATED DEPRECIATION 32,327 39,872 ENDOWMENT FUND 165,654 176,957 TOTAL 278,721 305,000
FORM 990-EZ, PART II, LINE 26PAYROLL LIABILITIES 595 0 SALES TAX PAYABLE 2 0
FORM 990-EZ, PART IIIA NON-PROFIT ENTITY FOR THE PURPOSE OF PRESERVATION AND PROMOTION OF THE HISTORY OF WNC AND THE OPERATION OF THE SMITH-MCDOWELL HOUSE MUSEUM, THE OLDEST EXISTING DWELLING IN ASHEVILLE NC AND THE OLDEST BRICK STRUCTURE IN BUNCOMBE CO NC

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

GWIN JONES
JOHN TURK
DAN HUGER
SHARON GRUBER

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.