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Nonprofiteer
← ATLANTA HISTORICAL SOCIETY INC

Form 990 for tax year 2022

Filed by ATLANTA HISTORICAL SOCIETY INC.

Totals

Total revenue
$18,682,593
Total expenses
$18,483,269
Contributions and grants received
$8,201,826
Grants paid
$0
Program service revenue
$1,117,855
Investment income
$5,853,851
Other revenue
$3,509,061
Total assets, end of year
$173,087,761
Total liabilities, end of year
$2,653,403
Net assets or fund balances, end of year
$170,434,358
Program services expenses (Part IX)
$14,380,426
Management and general expenses
$3,004,942
Fundraising expenses
$1,097,901
Program service expenses (Part III)
$14,380,426

Program services were 77.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Frank Hale

    President/CEO

    Total calculated
    $813,289
    From this org
    $726,353
    From related orgs
    $0
    Other
    $86,936
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,165
    Bonus
    $425,000
    Other
    $1,188
    Deferred
    $66,210
    Nontaxable benefits
    $21,226
    Filer's total
    $813,789

  • Guy Carriere

    COO

    Total calculated
    $272,473
    From this org
    $240,479
    From related orgs
    $0
    Other
    $31,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,079
    Bonus
    $60,000
    Other
    $400
    Deferred
    $3,905
    Nontaxable benefits
    $28,591
    Filer's total
    $272,975

  • Erin O'Leary

    VP of Development

    Total calculated
    $152,123
    From this org
    $137,299
    From related orgs
    $0
    Other
    $14,824
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,193
    Bonus
    $5,000
    Other
    $106
    Deferred
    $0
    Nontaxable benefits
    $15,324
    Filer's total
    $152,623

  • Michael Rose

    Chief Mission Deputy

    Total calculated
    $146,890
    From this org
    $134,768
    From related orgs
    $0
    Other
    $12,122
    Hours/week
    40

  • Susana Corripio

    VP of Sales/Operations

    Total calculated
    $139,221
    From this org
    $110,375
    From related orgs
    $0
    Other
    $28,846
    Hours/week
    40

  • Jeffrey Rutledge

    VP of Finance/Tech

    Total calculated
    $132,996
    From this org
    $130,860
    From related orgs
    $0
    Other
    $2,136
    Hours/week
    40

  • Nancy Glenn

    VP of Mktg/Brand Exp

    Total calculated
    $114,523
    From this org
    $112,432
    From related orgs
    $0
    Other
    $2,091
    Hours/week
    40

  • Beau Allen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Chloe Barzey

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rodney Bullard

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dallas Clement

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Dorian

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Beverly M DuBose III

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Golden

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Marc Hardy

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joia Johnson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Trudy Kremer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sandra Hall Mulrain

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Howard Palefsky

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bill Peard

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Rollins

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sachin Shailendra

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Will Skeean

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kathy Waller

    Trustee

    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. 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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
ON JANUARY 3, 2017, THE ATLANTA HISTORICAL SOCIETY, INC. ENTERED INTO A BOARD APPROVED RETENTION PLAN FOR THE BENEFIT OF THEIR CHIEF EXECUTIVE OFFICER, FRANK SHEFFIELD HALE. MR. HALE VESTED IN THE PLAN UPON COMPLETION OF 5 YEARS OF SERVICE FROM THE DATE OF THE AGREEMENT. THE PAYMENT FOR THE PLAN WAS A LUMP SUM AMOUNT OF $250,000 in January 2023, SUBJECT TO APPROPRIATE TAX WITHHOLDING. On January 17, 2022, The Atlanta Historical Society, Inc. entered into a Board approved Retention Plan for the benefit of their Chief Executive Officer, Frank Sheffield Hale. Mr. Hale will vest in the plan upon completion of 5 years of service from the date of the agreement. The payment for the plan is a lump sum amount of $300,000, subject to appropriate tax withholding. Mr. Hale will receive the payment upon completing 5 years of service from the date of the agreement. If Mr. Hale's employment terminates for any reason other than death or disability prior to completion of 5 years of service, he is not entitled to any payouts from the plan. The amount of benefit accrued during the tax year was $60,000.
PART I, LINE 7
BONUS PAYMENTS ARE AWARDED AND DETERMINED BY MEETING GOALS SET FORTH IN ANNUAL PERFORMANCE REVIEWS.

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

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.

  • MMHAHS LLC

    MUSEUM · GA · income $864,506 · assets $20,099,210

    Directly controlled by NA

  • made by us llc

    civic engage · GA · income $402,097 · assets $483,261

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THORTON-VENABLE CHARITABLE TRUST

    TRUST · INVESTMENT · GA · 25% owned · share of income $484,992 · share of assets $5,788,002

    Directly controlled by NA

  • PT SCHUTZE ENDOWMENT FUND

    TRUST · INVESTMENT · GA · 100% owned · share of income $167,687 · share of assets $2,490,511

    Directly controlled by NA

  • LUCY RUCKER AIKEN FUND

    TRUST · INVESTMENT · GA · 100% owned · share of income $0 · share of assets $218,000

    Directly controlled by NA

  • MARY ANN AND LLOYD T WHITAKER CRUT

    TRUST · INVESTMENT · GA · 100% owned · share of income $0 · share of assets $5,449,486

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441359349312974

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