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Nonprofiteer
← HISTORIC OAKLAND FOUNDATION INC

Form 990 for tax year 2023

Filed by HISTORIC OAKLAND FOUNDATION INC.

Totals

Total revenue
$4,224,652
Total expenses
$3,199,598
Contributions and grants received
$3,432,171
Grants paid
$0
Program service revenue
$79,251
Investment income
$112,676
Other revenue
$600,554
Total assets, end of year
$14,321,860
Total liabilities, end of year
$806,943
Net assets or fund balances, end of year
$13,514,917
Program services expenses (Part IX)
$2,221,703
Management and general expenses
$307,786
Fundraising expenses
$670,109
Program service expenses (Part III)
$2,221,703

Program services were 69.4% 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

    $192,317

  • 1c · Fundraising events

    $31,915

  • 1e · Government grants (contributions)

    $670,734

  • 1f · All other contributions, gifts and grants

    $2,537,205

  • 1g · Noncash contributions included above

    $139,234

  • 2a · Program service revenue: Tours

    total $79,251 · related or exempt $79,251

  • 3 · Investment income

    total $110,509 · excluded $110,509

  • 6a · Gross rents

    real property $66,574

  • 6b · Less rental expenses

    real property $27,961

  • 6c · Rental income or loss

    real property $38,613

  • 6d · Net rental income or loss

    total $38,613 · excluded $38,613

  • 7a · Gross sales of assets other than inventory

    securities $172,786

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

    securities $170,619

  • 7c · Gain or loss

    securities $2,167

  • 7d · Net gain or loss

    total $2,167 · excluded $2,167

  • 8a · Fundraising events: gross income

    $1,244,810

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

    $31,915

  • 8b · Fundraising events: direct expenses

    $725,393

  • 8c · Net income from fundraising events

    total $519,417 · excluded $519,417

  • 10a · Gross sales of inventory

    $131,242

  • 10b · Cost of goods sold

    $91,614

  • 10c · Net income from sales of inventory

    total $39,628 · unrelated business $39,628

  • 11a · Other revenue: Other income

    total $2,896 · related or exempt $2,896

  • 11e · Other revenue, total

    $2,896

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $299,148 · program services $19,213 · management and general $203,084 · fundraising $76,851

  • 7 · Other salaries and wages

    total $1,126,425 · program services $770,109 · management and general $41,258 · fundraising $315,058

  • 9 · Other employee benefits

    total $81,938 · program services $49,313 · management and general $9,954 · fundraising $22,671

  • 10 · Payroll taxes

    total $109,571 · program services $60,955 · management and general $18,483 · fundraising $30,133

  • 11e · Fees: professional fundraising services

    total $83,985 · fundraising $83,985

  • 11g · Fees: other

    total $135,776 · program services $93,274 · management and general $12,923 · fundraising $29,579

  • 12 · Advertising and promotion

    total $47,255 · program services $3,211 · fundraising $44,044

  • 13 · Office expenses

    total $7,823 · program services $5,345 · management and general $860 · fundraising $1,618

  • 14 · Information technology

    total $42,685 · program services $29,163 · management and general $4,695 · fundraising $8,827

  • 16 · Occupancy

    total $5,526 · program services $3,775 · management and general $608 · fundraising $1,143

  • 17 · Travel

    total $27,857 · program services $16,196 · management and general $2,607 · fundraising $9,054

  • 22 · Depreciation, depletion and amortization

    total $105,035 · program services $71,762 · management and general $11,552 · fundraising $21,721

  • 23 · Insurance

    total $29,550 · program services $24,932 · management and general $1,762 · fundraising $2,856

  • 24a · Other expenses: Hardscape/gardens

    total $1,034,161 · program services $1,034,161

  • 24b · Other expenses: Other expenses

    total $40,294 · program services $40,294

  • 24c · Other expenses: Development

    total $22,569 · fundraising $22,569

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,840,362 · end of year $3,144,021

  • 3 · Pledges and grants receivable

    beginning of year $1,096,319 · end of year $1,167,644

  • 8 · Inventories for sale or use

    beginning of year $32,847 · end of year $35,054

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,096 · end of year $10,958

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

    $5,439,401

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

    $273,671

  • 10c · Land, buildings and equipment, net

    beginning of year $3,078,325 · end of year $5,165,730

  • 11 · Investments: publicly traded securities

    beginning of year $4,130,349 · end of year $4,798,453

  • 17 · Accounts payable and accrued expenses

    beginning of year $209,856 · end of year $805,277

  • 19 · Deferred revenue

    beginning of year $3,165 · end of year $1,666

  • 25 · Other liabilities

    beginning of year $124,208 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $4,292,696 · end of year $5,447,132

  • 28 · Net assets with donor restrictions

    beginning of year $7,560,373 · end of year $8,067,785

Mission and programs · 2023

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 continued its largest ever preservation project on 6 acres of the Cemetery's East Hill, with most of the hardscape work completed. HOF also broke ground on the nearly $6.5 million new Oakland Cemetery Visitor Center outside the Cemetery's main western gate in late 2023. Adjacent to HOF's preservation and restoration work, and with HOF as a critical partner, the City of Atlanta invested $2.4 million in to the restoration of historic Oakland Cemetery's roads, irrigation, and storm water infrastructure.

    Expenses $728,249

  • Gardens - In 2023, HOF's gardens teams continued to expand how much of the Cemetery was under theFoundation's control through expanded work on the East Hill as well as increased activity restoring and maintaining private lots. With increased maintenance activity the Foundation actively maintains almost 18 acres of the Cemetery.

    Expenses $1,021,813

  • Programming/Education - With the expansion of Illumine, Sunday in the Park, Capturing the Spirit of Oakland, and Dia de Muertos - the Foundation's signature special events had a strong year welcoming tens of thousands of visitors of all ages to the Cemetery. Additionally, the Foundation launched a new workforce development program for local high school students, called The Youth Landscape & Hardscape Team, giving the students practical employment and skill training at Oakland over the summer months.

    Expenses $471,641 · Revenue $82,147

As filed on the 2023 return.

Listed in Part VII

  • Richard Harker

    Executive Director

    Total calculated
    $194,492
    From this org
    $177,722
    From related orgs
    $0
    Other
    $16,770
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,122
    Bonus
    $5,600
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,770
    Filer's total
    $194,492

  • Emily Ruff

    Senior Director of Finance & Administration

    Total calculated
    $104,804
    From this org
    $104,456
    From related orgs
    $0
    Other
    $348
    Hours/week
    40

  • Steven K Paro

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Henry D Gurley

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Susan Searcy Sheffield

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Susan Arrington Evins

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kavin Manickaraj

    Director

    Total calculated
    $0
    Hours/week
    1

  • Charles Duncan Beard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomas E Aderhold

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sara Chapman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Glen Manjos

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sweta Gurnani

    Director

    Total calculated
    $0
    Hours/week
    1

  • Charlotte Christian

    Director

    Total calculated
    $0
    Hours/week
    1

  • H Alan Elsas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sofia Bork

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Megan Hodgkiss

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christopher Leerssen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donovan Johnson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Aaron Topol

    Director

    Total calculated
    $0
    Hours/week
    1

  • Greg Farr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harry Mitchell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Stephens

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bruce Barfield

    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. 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 · Compensation survey or study
  • 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

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
2023
Filed
3 February 2025
IRS schema version
2023v6.0
Source object
202500699349301380

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