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Nonprofiteer
← HISTORIC OAKLAND FOUNDATION INC

Form 990 for tax year 2022

Filed by HISTORIC OAKLAND FOUNDATION INC.

Totals

Total revenue
$4,060,739
Total expenses
$2,677,020
Contributions and grants received
$3,303,748
Grants paid
$0
Program service revenue
$87,871
Investment income
$98,631
Other revenue
$570,489
Total assets, end of year
$12,190,298
Total liabilities, end of year
$337,229
Net assets or fund balances, end of year
$11,853,069
Program services expenses (Part IX)
$2,148,113
Management and general expenses
$155,364
Fundraising expenses
$373,543
Program service expenses (Part III)
$2,148,113

Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $180,997

  • 1c · Fundraising events

    $39,226

  • 1e · Government grants (contributions)

    $701,774

  • 1f · All other contributions, gifts and grants

    $2,381,751

  • 1g · Noncash contributions included above

    $761,363

  • 2a · Program service revenue: Tours

    total $87,871 · related or exempt $87,871

  • 3 · Investment income

    total $106,147 · excluded $106,147

  • 6a · Gross rents

    real property $14,090

  • 6b · Less rental expenses

    real property $1,139

  • 6c · Rental income or loss

    real property $12,951

  • 6d · Net rental income or loss

    total $12,951 · excluded $12,951

  • 7a · Gross sales of assets other than inventory

    securities $77,223

  • 7b · Less cost or other basis and sales expenses

    securities $84,739

  • 7c · Gain or loss

    securities -$7,516

  • 7d · Net gain or loss

    total -$7,516 · excluded -$7,516

  • 8a · Fundraising events: gross income

    $1,082,560

  • 8a · Fundraising events: contributions included on line 1c

    $39,226

  • 8b · Fundraising events: direct expenses

    $594,588

  • 8c · Net income from fundraising events

    total $487,972 · excluded $487,972

  • 10a · Gross sales of inventory

    $125,476

  • 10b · Cost of goods sold

    $83,192

  • 10c · Net income from sales of inventory

    total $42,284 · unrelated business $42,284

  • 11a · Other revenue: Other income

    total $27,282 · related or exempt $27,282

  • 11e · Other revenue, total

    $27,282

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $149,116 · program services $14,912 · management and general $74,558 · fundraising $59,646

  • 7 · Other salaries and wages

    total $952,422 · program services $822,047 · management and general $44,009 · fundraising $86,366

  • 9 · Other employee benefits

    total $48,676 · program services $40,707 · management and general $3,053 · fundraising $4,916

  • 10 · Payroll taxes

    total $84,385 · program services $64,660 · management and general $8,802 · fundraising $10,923

  • 11e · Fees: professional fundraising services

    total $100,948 · fundraising $100,948

  • 11g · Fees: other

    total $120,207 · program services $77,583 · management and general $10,989 · fundraising $31,635

  • 12 · Advertising and promotion

    total $29,881 · fundraising $29,881

  • 13 · Office expenses

    total $11,847 · program services $8,095 · management and general $1,302 · fundraising $2,450

  • 14 · Information technology

    total $25,514 · program services $17,432 · management and general $2,806 · fundraising $5,276

  • 16 · Occupancy

    total $3,279 · program services $2,240 · management and general $361 · fundraising $678

  • 17 · Travel

    total $43,612 · program services $24,098 · management and general $3,879 · fundraising $15,635

  • 19 · Conferences, conventions and meetings

    total $366 · fundraising $366

  • 22 · Depreciation, depletion and amortization

    total $35,858 · program services $24,499 · management and general $3,944 · fundraising $7,415

  • 23 · Insurance

    total $32,517 · program services $28,321 · management and general $1,661 · fundraising $2,535

  • 24a · Other expenses: Hardscape/gardens

    total $1,003,518 · program services $1,003,518

  • 24b · Other expenses: Other expenses

    total $20,001 · program services $20,001

  • 24c · Other expenses: Development

    total $14,873 · fundraising $14,873

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,148,679 · end of year $3,840,362

  • 3 · Pledges and grants receivable

    beginning of year $2,480,562 · end of year $1,096,319

  • 8 · Inventories for sale or use

    beginning of year $21,703 · end of year $32,847

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,893 · end of year $12,096

  • 10a · Land, buildings and equipment: cost or other basis

    $3,246,961

  • 10b · Land, buildings and equipment: accumulated depreciation

    $168,636

  • 10c · Land, buildings and equipment, net

    beginning of year $891,261 · end of year $3,078,325

  • 11 · Investments: publicly traded securities

    beginning of year $4,931,858 · end of year $4,130,349

  • 17 · Accounts payable and accrued expenses

    beginning of year $73,600 · end of year $209,856

  • 19 · Deferred revenue

    beginning of year $6,105 · end of year $3,165

  • 25 · Other liabilities

    beginning of year $124,208 · end of year $124,208

  • 27 · Net assets without donor restrictions

    beginning of year $2,542,801 · end of year $4,292,696

  • 28 · Net assets with donor restrictions

    beginning of year $8,740,242 · end of year $7,560,373

Mission and programs · 2022

Mission

The Historic Oakland Foundation partners with the City of Atlanta to preserve, restore, enhance, and share Oakland Cemetery with the public as an important island of tranquilty in the heart of the city.

Activities or mission (Part I)

Partner with the City of Atlanta to preserve, restore, enhance, and share Oakland Cemetery.

  • Hardscape - HOF's preservation staff continued Historic Oakland Foundation's largest preservation project to-date in the Cemetery's East Hill completing the restoration of 2 acres of the 6 acre section, including 2,000 linear feet of retaining walls. Additionally, time-sensitive critical restoration projects and family-funded lot improvement projects were conducted. The nearly $2 million rehabilitation of the 1899 Oakland Bell Tower (architect: Smith Dalia Architects) was completed with a ribbon cutting ceremony in November 2022. The restoration of Oakland Cemetery's roads and gutters were included in the 2022 City of Atlanta Infrastructure bond that passed in May 2022. In all of its work, HOF's restoration department follows the Secretary of the Interior's Standards for the Treatment of Historic Properties.Capital Campaign - In 2019, HOF embarked on a $12.5 million capital campaign to restore a significant section of the cemetery (East Hill), renovate the historic 1899 Oakland Bell Tower, build a new visitor's center and offices at the main gate, and address various site infrastructure issues. The HOF board committed over $1.7 million and The City of Atlanta, through Invest Atlanta, committed $4.7 million to start the campaign, followed by various foundations. HOF has already completed the majority of the East Hill restoration project, the Bell Tower rehabilitation, and, in 2023, will break ground on the new Visitor Center with a Special Administrative Permit (SAP) approved in 2022 and Land Disturbance Permit submitted.

    Expenses $868,743 · Revenue $27,282

  • Gardens - HOF's Gardens department completed the landscape restoration in the historic African American Burial Grounds (5 year, $600,000 project) as well as conducted significant new installation (32 lots) on the Cemetery's East Hill. HOF added more resources to the gardens team to provide additional human resources to handle the Foundation's increasing maintenance responsibilities. HOF's Plant Sales grossed $150,000. HOF's gardens department restores and establishes landscape with two main priorities: 1) historical appropriateness, and 2) sustainability. Oakland's gardens reflect the diversity of the Victorian gardening tradition and provide seasonal beauty.

    Expenses $1,204,804

  • Programming/Education - In 2022, Oakland Cemetery saw record attendance: exceeding 125,000 annual visitors for the first time. Driven by the Foundation's strong special event calendar and community programs, including Illumine, Capturing the Spirit of Oakland, and Sunday in the Park ft. Tunes from the Tombs, the Foundation welcomed thousands of visitors in 2022. Notably, HOF partnered with the Mexican Consulate to host a Dia de Muertos (Day of the Dead) event that welcomed over 9,000 visitors in November.

    Expenses $74,566 · Revenue $87,871

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard Harker

    Executive Director

    Total calculated
    $149,116
    From this org
    $132,252
    From related orgs
    $0
    Other
    $16,864
    Hours/week
    40

  • Steve Paro

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Hank Gurley

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Susan Searcy Sheffield

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Charlotte Christian

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christopher Leerssen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Doug Aldridge

    Director

    Total calculated
    $0
    Hours/week
    1

  • Glen Manjos

    Director

    Total calculated
    $0
    Hours/week
    1

  • H Alan Elsas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kavin Manickaraj

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harry Mitchell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kay Wallace

    Director

    Total calculated
    $0
    Hours/week
    1

  • Keocia J Howard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin James

    Director

    Total calculated
    $0
    Hours/week
    1

  • May B Hollis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Megan Hodgkiss

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Stephens

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Norman E Asher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Philip W Millians

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ruth Middleton

    Director

    Total calculated
    $0
    Hours/week
    1

  • S Zachry Young

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sara Chapman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sofia Bork

    Director

    Total calculated
    $0
    Hours/week
    1

  • Stuart Jackson

    Director

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OTG Oakland LLC

    Property holding company · GA

    Directly controlled by Historic Oakland Foundation Inc

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202343199349321169

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