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← HISTORIC OAKLAND FOUNDATION INC

Form 990 for tax year 2024

Filed by HISTORIC OAKLAND FOUNDATION INC.

Totals

Total revenue
$4,351,990
Total expenses
$2,872,634
Contributions and grants received
$3,481,718
Grants paid
$0
Program service revenue
$94,044
Investment income
$224,858
Other revenue
$551,370
Total assets, end of year
$16,577,726
Total liabilities, end of year
$1,162,886
Net assets or fund balances, end of year
$15,414,840
Program services expenses (Part IX)
$1,884,946
Management and general expenses
$396,683
Fundraising expenses
$591,005
Program service expenses (Part III)
$1,884,946

Program services were 65.6% 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

    $184,708

  • 1c · Fundraising events

    $47,297

  • 1e · Government grants (contributions)

    $1,212,318

  • 1f · All other contributions, gifts and grants

    $2,037,395

  • 1g · Noncash contributions included above

    $135,076

  • 2a · Program service revenue: Tours

    total $94,044 · related or exempt $94,044

  • 3 · Investment income

    total $130,017 · excluded $130,017

  • 6a · Gross rents

    real property $57,893

  • 6b · Less rental expenses

    real property $23,209

  • 6c · Rental income or loss

    real property $34,684

  • 6d · Net rental income or loss

    total $34,684 · excluded $34,684

  • 7a · Gross sales of assets other than inventory

    securities $272,974

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

    securities $178,133

  • 7c · Gain or loss

    securities $94,841

  • 7d · Net gain or loss

    total $94,841 · excluded $94,841

  • 8a · Fundraising events: gross income

    $1,052,742

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

    $47,297

  • 8b · Fundraising events: direct expenses

    $604,527

  • 8c · Net income from fundraising events

    total $448,215 · excluded $448,215

  • 10a · Gross sales of inventory

    $93,570

  • 10b · Cost of goods sold

    $54,317

  • 10c · Net income from sales of inventory

    total $39,253 · unrelated business $39,253

  • 11a · Other revenue: Other income

    total $29,218 · related or exempt $29,218

  • 11e · Other revenue, total

    $29,218

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $306,297 · program services $20,256 · management and general $205,014 · fundraising $81,027

  • 7 · Other salaries and wages

    total $1,089,957 · program services $692,519 · management and general $112,609 · fundraising $284,829

  • 9 · Other employee benefits

    total $105,555 · program services $59,187 · management and general $19,963 · fundraising $26,405

  • 10 · Payroll taxes

    total $107,527 · program services $55,179 · management and general $24,213 · fundraising $28,135

  • 11e · Fees: professional fundraising services

    total $1,545 · fundraising $1,545

  • 11g · Fees: other

    total $222,759 · program services $149,115 · management and general $9,528 · fundraising $64,116

  • 12 · Advertising and promotion

    total $40,682 · program services $2,974 · fundraising $37,708

  • 13 · Office expenses

    total $15,363 · program services $10,496 · management and general $1,690 · fundraising $3,177

  • 14 · Information technology

    total $42,924 · program services $29,326 · management and general $4,721 · fundraising $8,877

  • 16 · Occupancy

    total $8,437 · program services $5,764 · management and general $928 · fundraising $1,745

  • 17 · Travel

    total $53,219 · program services $30,551 · management and general $4,918 · fundraising $17,750

  • 22 · Depreciation, depletion and amortization

    total $103,678 · program services $70,834 · management and general $11,403 · fundraising $21,441

  • 23 · Insurance

    total $15,210 · program services $10,317 · management and general $1,696 · fundraising $3,197

  • 24a · Other expenses: Hardscape/gardens

    total $721,030 · program services $721,030

  • 24b · Other expenses: Other expenses

    total $27,398 · program services $27,398

  • 24c · Other expenses: Development

    total $11,053 · fundraising $11,053

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,144,021 · end of year $526,906

  • 3 · Pledges and grants receivable

    beginning of year $1,167,644 · end of year $748,431

  • 8 · Inventories for sale or use

    beginning of year $35,054 · end of year $33,234

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,958 · end of year $14,474

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

    $10,182,637

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

    $377,349

  • 10c · Land, buildings and equipment, net

    beginning of year $5,165,730 · end of year $9,805,288

  • 11 · Investments: publicly traded securities

    beginning of year $4,798,453 · end of year $5,394,801

  • 14 · Intangible assets

    end of year $54,592

  • 17 · Accounts payable and accrued expenses

    beginning of year $805,277 · end of year $200,025

  • 19 · Deferred revenue

    beginning of year $1,666 · end of year $42,861

  • 23 · Secured mortgages and notes payable

    end of year $920,000

  • 27 · Net assets without donor restrictions

    beginning of year $5,447,132 · end of year $10,472,934

  • 28 · Net assets with donor restrictions

    beginning of year $8,067,785 · end of year $4,941,906

Mission and programs · 2024

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.

  • Preservation and Capital Projects - HOF completed its largest ever preservation project on 6 acres of the Cemetery's East Hill, with most of the hardscape work completed. HOF also completed construction of the $6.5 million new Oakland Cemetery Visitor Center outside the Cemetery's main western gate in late 2024.

    Expenses $427,200 · Revenue $29,218

  • Gardens and Horticulture - In 2024, HOF's gardens teams continued to expand how much of the Cemetery was under the Foundation'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 $966,756

  • Programming and 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 expanded the 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 $490,990 · Revenue $94,044

As filed on the 2024 return.

Listed in Part VII

  • Kavin Manickaraj

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Sweta Gurnani

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Aaron Topol

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Dr Kevin James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donovan Johnson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Greg Farr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sofia Bork

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tom Aderhold

    Director

    Total calculated
    $0
    Hours/week
    1

  • Duncan Beard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy James

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steve Paro

    Director

    Total calculated
    $0
    Hours/week
    1

  • Glen Manjos

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sara Chapman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Searcy Sheffield

    Director

    Total calculated
    $0
    Hours/week
    1

  • Henry D Gurley

    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

  • Dr Megan Hodgkiss

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christopher Leerssen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bem Joiner

    Director

    Total calculated
    $0
    Hours/week
    1

  • Samantha McDonald

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Peter Berg

    Director

    Total calculated
    $0
    Hours/week
    1

  • Barrett Krise

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Arrington Evins

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard Harker

    Executive Director

    Total calculated
    $202,329
    From this org
    $184,024
    From related orgs
    $0
    Other
    $18,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,024
    Bonus
    $0
    Other
    $0
    Deferred
    $3,691
    Nontaxable benefits
    $14,614
    Filer's total
    $202,329

  • Emily Ruff

    Senior Director of Finance

    Total calculated
    $103,576
    From this org
    $102,821
    From related orgs
    $0
    Other
    $755
    Hours/week
    40

  • Melissa Bauer

    Senior Director of Development

    Total calculated
    $115,997
    From this org
    $103,237
    From related orgs
    $0
    Other
    $12,760
    Hours/week
    40

  • Neale Nickels

    Director of Capital Projects

    Total calculated
    $102,863
    From this org
    $102,821
    From related orgs
    $0
    Other
    $42
    Hours/week
    40

  • Jessica VanLanduyt

    Senior Director of Experiences and Engagement

    Total calculated
    $111,067
    From this org
    $100,636
    From related orgs
    $0
    Other
    $10,431
    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 · 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
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202503179349310165

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