Form 990 for tax year 2022
Filed by GEORGIA TRUST FOR HISTORIC PRESERVATION INC.
Totals
- Total revenue
- $2,409,935
- Total expenses
- $1,913,635
- Contributions and grants received
- $996,617
- Grants paid
- $9,250
- Program service revenue
- $193,919
- Investment income
- $611,523
- Other revenue
- $607,876
- Total assets, end of year
- $16,285,597
- Total liabilities, end of year
- $497,097
- Net assets or fund balances, end of year
- $15,788,500
- Program services expenses (Part IX)
- $1,609,908
- Management and general expenses
- $156,662
- Fundraising expenses
- $147,065
- Program service expenses (Part III)
- $1,609,908
Program services were 84.1% 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
$354,815
-
1f · All other contributions, gifts and grants
$641,802
-
2a · Program service revenue: VISITORS
total $118,776 · related or exempt $118,776
-
2b · Program service revenue: TOURS AND MEETINGS
total $75,143 · related or exempt $75,143
-
3 · Investment income
total $228,859 · excluded $228,859
-
6a · Gross rents
real property $352,832
-
6b · Less rental expenses
real property $13,010
-
6c · Rental income or loss
real property $339,822
-
6d · Net rental income or loss
total $339,822 · excluded $339,822
-
7a · Gross sales of assets other than inventory
securities $2,223,506 · other assets $124,834
-
7b · Less cost or other basis and sales expenses
securities $1,865,676 · other assets $100,000
-
7c · Gain or loss
securities $357,830 · other assets $24,834
-
7d · Net gain or loss
total $382,664 · related or exempt $382,664
-
8a · Fundraising events: gross income
$369,941
-
8b · Fundraising events: direct expenses
$142,156
-
8c · Net income from fundraising events
total $227,785
-
10a · Gross sales of inventory
$40,482
-
10b · Cost of goods sold
$18,423
-
10c · Net income from sales of inventory
total $22,059 · related or exempt $19,611 · unrelated business $2,448
-
11a · Other revenue: WORKSHOPS AND CLASSES
total $18,158 · related or exempt $18,158
-
11b · Other revenue: MISCELLANEOUS
total $52 · related or exempt $52
-
11e · Other revenue, total
$18,210
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $9,250 · program services $9,250
-
5 · Compensation of officers, directors and key employees
total $230,500 · program services $172,875 · management and general $23,050 · fundraising $34,575
-
7 · Other salaries and wages
total $748,831 · program services $600,890 · management and general $77,723 · fundraising $70,218
-
8 · Pension plan contributions
total $28,738 · program services $22,989 · management and general $2,874 · fundraising $2,875
-
9 · Other employee benefits
total $62,803 · program services $47,102 · management and general $3,140 · fundraising $12,561
-
10 · Payroll taxes
total $85,706 · program services $78,794 · management and general $2,171 · fundraising $4,741
-
11g · Fees: other
total $67,232 · program services $46,732 · management and general $20,500
-
12 · Advertising and promotion
total $17,356 · program services $17,356
-
16 · Occupancy
total $85,321 · program services $78,226 · management and general $3,483 · fundraising $3,612
-
17 · Travel
total $15,148 · program services $12,071 · management and general $3,077
-
22 · Depreciation, depletion and amortization
total $255,658 · program services $252,527 · management and general $1,337 · fundraising $1,794
-
23 · Insurance
total $47,791 · program services $42,492 · management and general $4,156 · fundraising $1,143
-
24a · Other expenses: PRESERVATION AND COLLECTI
total $88,877 · program services $88,877
-
24b · Other expenses: TECHNOLOGY AND TELECOMMUN
total $55,762 · program services $33,206 · management and general $9,789 · fundraising $12,767
-
24c · Other expenses: PRINTING
total $30,609 · program services $30,338 · management and general $271
-
24d · Other expenses: UTILITIES
total $29,062 · program services $23,603 · management and general $2,680 · fundraising $2,779
-
24e · All other expenses
total $54,991 · program services $52,580 · management and general $2,411
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $738,713 · end of year $934,225
-
2 · Savings and temporary cash investments
beginning of year $1,155,169 · end of year $1,874,116
-
3 · Pledges and grants receivable
beginning of year $196,234 · end of year $14,897
-
4 · Accounts receivable
beginning of year $9,187 · end of year $109,222
-
8 · Inventories for sale or use
beginning of year $10,062 · end of year $10,463
-
9 · Prepaid expenses and deferred charges
beginning of year $87,220 · end of year $108,573
-
10a · Land, buildings and equipment: cost or other basis
$8,855,013
-
10b · Land, buildings and equipment: accumulated depreciation
$3,951,646
-
10c · Land, buildings and equipment, net
beginning of year $5,142,911 · end of year $4,903,367
-
11 · Investments: publicly traded securities
beginning of year $9,564,666 · end of year $8,330,734
-
17 · Accounts payable and accrued expenses
beginning of year $133,854 · end of year $100,857
-
19 · Deferred revenue
beginning of year $375,616 · end of year $391,429
-
25 · Other liabilities
beginning of year $3,608 · end of year $4,811
-
27 · Net assets without donor restrictions
beginning of year $12,160,133 · end of year $11,507,995
-
28 · Net assets with donor restrictions
beginning of year $4,230,951 · end of year $4,280,505
Mission and programs · 2022
Mission
THE GEORGIA TRUST WORKS FOR THE PRESERVATION AND REVITALIZATION OF GEORGIA'S DIVERSE HISTORIC RESOURCES AND ADVOCATES FOR THEIR APPRECIATION, PROTECTION, AND USE.
-
THE TRUST OPERATES A REVOLVING FUND USED TO PURCHASE, STABILIZE, AND/OR REHABILITATE, AND THEN RESELL HISTORIC PROPERTIES TO PRESERVATION-MINDED BUYERS. IN ADDITION, THE ORGANIZATION PLACES AND ADMINISTERS SEVENTY-SEVEN PRESERVATION EASEMENTS ON SITES THROUGHOUT THE STATE OF GEORGIA. ANNUALLY, THE TRUST PUBLISHES AND PROMOTES A LIST OF TEN HISTORIC SITES THREATENED BY DEMOLITION, NEGLECT, LACK OF MAINTENANCE, OR INAPPROPRIATE DEVELOPMENT CALLED PLACES IN PERIL. THE INTENTION IS TO ENCOURAGE OWNERS TO PRESERVE THESE PLACES. THE GEORGIA TRUST ALSO PRESENTS PRESERVATION AWARDS ANNUALLY WHICH RECOGNIZE EXCELLENCE IN PRESERVATION, RESTORATION, AND STEWARDSHIP. DURING THE FISCAL YEAR, FIFTEEN AWARDS WERE GIVEN INCLUDING FIVE FOR EXCELLENCE IN REHABILITATION AND THREE FOR EXCELLENCE IN STEWARDSHIP. LOOKING FORWARD, THE TRUST WILL INCLUDE IN ITS PRESERVATION EFFORTS SUSTAINABILITY WITH A CERTIFICATION PROGRAM CALLED GEORGIA TRUST GREEN TO PROMOTE ENVIRONMENTAL SUSTAINABILITY IN HISTORIC HOMES ACROSS THE STATE.
Expenses $375,654 · Grants $9,250 · Revenue $25,000
-
THE GEORGIA TRUST OWNS THE HAY HOUSE IN MACON, GEORGIA AND ACTIVELY PRESERVES AND MANAGES THIS MUSEUM HOUSE FOR PUBLIC BENEFIT. THIS SITE ENCOURAGES AN UNDERSTANDING OF HISTORIC PRESERVATION AND HISTORY BY ALLOWING VISITORS TO TOUR THE PROPERTY AND ENGAGE IN SITE-BASED EDUCATION. DURING THE YEAR, OVER 20,000 INDIVIDUALS TOURED THE HAY HOUSE PROPERTY. THE GEORGIA TRUST LEASES RHODES MEMORIAL HALL FROM THE STATE OF GEORGIA UNDER A RENEWED OPERATING LEASE FOR 10 PER YEAR. THE LEASE BEGAN ON SEPTEMBER 12, 2011 AND EXPIRES ON JUNE 30, 2060. THE ORGANIZATION USES RHODES MEMORIAL HALL AS ITS HEADQUARTERS AND FOR THE BENEFIT OF THE PUBLIC AS A MUSEUM, EXHIBIT AND LECTURE HALL FACILITY, ETC. FOR THE PURPOSE OF PROMOTING THE APPRECIATON AND PRESERVATION OF THE CULTURAL HERITAGE OF GEORGIA.
Expenses $895,222 · Revenue $36,000
-
THE ORGANIZATION ENCOURAGES AN UNDERSTANDING OF HISTORIC PRESERVATION THROUGH ITS HISTORIC PRESERVATION INSTITUTE AND ALSO THROUGH CONFERENCES, SEMINARS, COMMUNICATIONS, AND INTERNSHIPS. DURING THE FISCAL YEAR, 363 INDIVIDUALS ATTENDED 12 DIFFERENT CLASSES OFFERED ON HISTORIC PRESERVATION. THE RAMBLER, A QUARTERLY MAGAZINE, STIMULATES INTEREST, EDUCATES, AND FACILITATES PARTICIPATION IN HISTORIC PRESERVATION. TWICE A YEAR THE GEORGIA TRUST HOSTS GROUP TOURS OF HISTORIC SITES IN VARIOUS REGIONS OF THE STATE CALLED RAMBLES. THIS ON-SITE EXPERIENCE ALLOWS THE PARTICIPANTS TO LEARN ABOUT THE SITES EXPERIENTIALLY, GAIN A DEEPER UNDERSTANDING OF PRESERVATION TECHNIQUES, AND ON-GOING PRESERVATION EFFORTS.
Expenses $339,032 · Revenue $67,610
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark C McDonaldMARK C MCDONALD
PRESIDENT &
- Total calculated
- $241,046
- From this org
- $230,500
- From related orgs
- $0
- Other
- $10,546
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,500
- Bonus
- $25,000
- Other
- not reported
- Deferred
- $10,546
- Nontaxable benefits
- not reported
- Filer's total
- $241,046
-
Tiffany AlewineTIFFANY ALEWINE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
John AllanJOHN ALLAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William BakerWILLIAM BAKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Demarius V BrinkleyDEMARIUS V BRINKLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim BynumJIM BYNUM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Leslie G CallahanLESLIE G CALLAHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joseph CharlesJOSEPH CHARLES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer DixonJENNIFER DIXON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Pavielle DortchPAVIELLE DORTCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William DouglasWILLIAM DOUGLAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael EganMICHAEL EGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jenny Wheatley FletcherJENNY WHEATLEY FLETCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
L Tom GayL TOM GAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen GravelKAREN GRAVEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert HancockROBERT HANCOCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Caroline HowellCAROLINE HOWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Floyd C Newton IIIFLOYD C NEWTON III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Norris A Broyles IIINORRIS A BROYLES III
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Heather KingHEATHER KING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris LambertCHRIS LAMBERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John LundeenJOHN LUNDEEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bobby MaysBOBBY MAYS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer MurrayJENNIFER MURRAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christopher NunnCHRISTOPHER NUNN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William B PeardWILLIAM B PEARD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Mary Lowell PettitMARY LOWELL PETTIT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian RhodesBRIAN RHODES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jane RoyalJANE ROYAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Milan SavicMILAN SAVIC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John ShepardJOHN SHEPARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David A SmithDAVID A SMITH
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 1
-
Dr Candy TateDR CANDY TATE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James ThomasJAMES THOMAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Wes WalravenWES WALRAVEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa WhiteLISA WHITE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William DegolianWILLIAM DEGOLIAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
W Wright MitchellW WRIGHT MITCHELL
PRESIDENT &
- Total calculated
- $0
- Hours/week
- 40
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
LOCKERLY ARBORETUM FOUNDATION INC
$5,050
PRESERVATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400449349301830
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