Western North Carolina Historical Association Incorporation
- Assets
- $3.8m
- Revenue
- $248.3k
- Investments
- $0.0
- Employees
- 4
- Location
- Asheville, NC
- Founding
- 01/1974
- Data as of
- 04/2022
- EIN
- 23-7348133
Organization Overview
Western North Carolina Historical Association Incorporation is located in Asheville, NC. The organization was established in 1974. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 04/2022, Western North Carolina Historical Association Incorporation employed 4 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Western North Carolina Historical Association Incorporation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 04/2022, Western North Carolina Historical Association Incorporation generated $248.3k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 21.4% each year . All expenses for the organization totaled $313.8k during the year ending 04/2022. While expenses have increased by 20.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF WESTERN NORTH CARLINA HISTORICAL ASSOCIATION IS TO PRESERVE AND PROMOTE THE HISTORY AND LEGACY OF WESTERN NORTH CAROLINA THROUGH INTERPRETATION, EDUCATION, COLLECTION, AND COLLABORATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
INTERPRETATION: DURING THE SECOND HALF OF 2021, WE MOUNTED THE TRAVELING EXHIBIT, "UNEARTHING OUR FORGOTTEN PAST: FORT SAN JUAN." WE CLOSED FOR RENOVATIONS TO OUR EXHIBIT FACILITY AT THE BEGINNING OF 2022 AND CREATED SEVERAL VIRTUAL EXHIBITS. WE BEGAN PLANNING AND CREATING PARTNERSHIPS WITH ORGANIZATIONS AND INDIVIDUALS TO CREATE EXHIBITS, TOURS, AND PROGRAMS FOR OUR GRAND REOPENING IN 2023.
EDUCATION: -HELD 36 VIRTUAL AND IN-PERSON EVENTS REACHING OVER 1,100 PEOPLE -PARTNERED WITH OVER A DOZEN LOCAL ENTITIES TO SHARE OUR VOICE -SPONSORED 22 HISTORY HOUR LECTURES/PANEL DISCUSSIONS -SPONSORED 9 "HIKES WITH A HISTORIAN" OUTINGS WITH 135 ATTENDEES -HELD 3 "READWNC" PROGRAMS WHICH EXAMINES HISTORY WITH OUTSIDE EXPERTS
COLLECTION: WE MADE IMPROVEMENTS TO OUR FACILITY, INCLUDING INTERIOR PLASTER REPAIR AND PAINTING AND DEVELOPED PLANS TO UPGRADE THE ELECTRICAL SYSTEMS AND LIGHTING AS WELL AS TO RENOVATE THE KITCHEN AND BATHROOM AREAS TO BETTER SERVE THE PUBLIC. WE RECEIVED A NEH GRANT TO REHOUSE OUR COLLECTION TO BETTER PROTECT OUR VALUABLE ARTIFACTS FOR MANY YEARS TO COME.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Anne Chesky Smith Executive Director | Officer | 40 | $68,443 |
Ralph Simpson President | OfficerTrustee | 5 | $0 |
Kerri Glover Secretary | OfficerTrustee | 3 | $0 |
Dirk Wilmoth Treasurer | OfficerTrustee | 3 | $0 |
Geoff Cantrell Vice President | OfficerTrustee | 3 | $0 |
Caragh Koon Board Member | Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $16,268 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $23,990 |
| All other contributions, gifts, grants, and similar amounts not included above | $43,680 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $83,938 |
| Total Program Service Revenue | $16,143 |
| Investment income | $102,782 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $140 |
| Net Gain/Loss on Asset Sales | $45,293 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $248,296 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $4,300 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $68,418 |
| Compensation of current officers, directors, key employees. | $6,842 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $34,653 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $8,122 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,825 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,699 |
| Fees for services: Other | $24,255 |
| Advertising and promotion | $903 |
| Office expenses | $4,509 |
| Information technology | $1,257 |
| Royalties | $0 |
| Occupancy | $144,153 |
| Travel | $135 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $5,076 |
| All other expenses | $5,119 |
| Total functional expenses | $313,763 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $40,739 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,419 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,166 |
| Net Land, buildings, and equipment | $1,307,800 |
| Investments—publicly traded securities | $2,280,825 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $172,986 |
| Total assets | $3,809,935 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $48,324 |
| Net assets with donor restrictions | $3,761,611 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $3,809,935 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Western North Carolina Historical Association Incorporation has recieved totaling $24.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $24 |
Endowment Analysis
| Beg. Balance | $179,389 |
| Earnings | $2,795 |
| Admin Expense | $1,698 |
| Other Expense | $7,500 |
| Ending Balance | $172,986 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Maymont Foundation Richmond, VA | $38,971,207 | $5,423,725 |
The Lynnwood Foundation Charlotte, NC | $21,387,443 | $5,860,754 |
The Heritage Foundation Of Williamson County Tn Franklin, TN | $23,589,168 | $5,101,900 |
Classical American Homes Preservation Trust Hillsborough, NC | $132,123,539 | $8,113,151 |
Andrew Jackson Foundation Hermitage, TN | $11,010,285 | $4,320,645 |
Historic Columbia Foundation Inc Columbia, SC | $4,152,863 | $4,740,908 |
Memphis Chapter For Preservation Of Tennessee Antiquities Nashville, TN | $7,377,257 | $4,193,595 |
Georgia Historical Society Savannah, GA | $30,611,121 | $5,575,417 |
Coastal Heritage Society Inc Savannah, GA | $3,223,503 | $3,680,449 |
The George Washington Foundation Fredericksburg, VA | $39,220,156 | $2,847,343 |
Coastal Georgia Historical Society Inc St Simons Island, GA | $8,728,661 | $2,039,042 |
Preservation Society Of Charleston Charleston, SC | $9,215,770 | $2,455,681 |