ATLANTA HISTORICAL SOCIETY INC Charity Report

Public IRS 990 nonprofit record

ATLANTA HISTORICAL SOCIETY INC

EIN 58-0566162 · Arts, Culture & Humanities (A800)

What they do

ATLANTA HISTORY CENTER SEEKS to CONNECT PEOPLE, HISTORY, and CULTURE to BUILD A STRONGER COMMUNITY. THROUGH EXHIBITIONS, COLLECTIONS, HISTORIC HOUSES, GARDENS, ARCHIVES, EDUCATIONAL SCHOOL TOURS, PUBLIC PROGRAMS, and DIGITAL and VIRTUAL PROGRAMS and CONTENT, WE ENCOURAGE OUR CONSTITUENTS to CONSIDER OUR SHARED PAST IN A DYNAMIC CONTEXT, PROVIDING OPPORTUNITIES for BROADER PERSPECTIVE. ATLANTA HISTORY CENTER-BUCKHEAD is COMPRISED of THE ATLANTA HISTORY MUSEUM, WHICH is ONE of THE LARGEST HISTORY MUSEUMS IN THE COUNTRY and FEATURES SIGNATURE, TEMPORARY, and TRAVELING EXHIBITIONS; GOIZUETA GARDENS INCLUDING 33 ACRES of CURATED GARDENS, WOODLANDS, and TRAILS; THREE HISTORIC HOUSES and ASSOCIATED BUILDINGS: SWAN HOUSE, SMITH FARM, and WOOD CABIN; and KENAN RESEARCH CENTER. ATLANTA HISTORY CENTER-MIDTOWN INCLUDES MARGARET MITCHELL HOUSE, WHICH CONTAINS THE APARTMENT WHERE MARGARET MITCHELL WROTE GONE WITH THE WIND, ALONG WITH EXHIBITION GALLERIES; and COMMERCIAL ROW, WHICH CONTAINS A TEMPORA

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

50.61%of revenue went to mission work74.5% of expenses · Program services

3.62%of revenue went to fundraising5.3% of expenses

$67.96spent for every $100 of revenueRevenue covered expenses this year.

13.74%of revenue went to management and office costs20.2% of expenses

$10.45in assets for every $1 spent this yearSome assets cannot be spent right away.

60.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $589,523 for FRANK HALE (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$31,278,361

Mission workProgram services$15,828,67750.61% of revenue74.5% of expenses

ManagementOffice and general costs$4,296,35813.74% of revenue20.2% of expenses

FundraisingAsking for donations$1,133,2463.62% of revenue5.3% of expenses

Revenue left after expensesReported annual surplus$10,020,08032.04% of revenueShown in gray on the chart

Total expenses$21,258,28167.96% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 74.5% mission · 20.2% management · 5.3% fundraisingTotal expenses: 67.96% of revenue

2023Expense mix: 74.5% mission · 18.8% management · 6.7% fundraisingTotal expenses: 44.77% of revenue

2022Expense mix: 77.8% mission · 16.3% management · 5.9% fundraisingTotal expenses: 98.93% of revenue

2021Expense mix: 76.4% mission · 16.4% management · 7.2% fundraisingTotal expenses: 68.08% of revenue

2020Expense mix: 73.5% mission · 21.6% management · 5.0% fundraisingTotal expenses: 41.78% of revenue

2019Expense mix: 79.0% mission · 17.3% management · 3.7% fundraisingTotal expenses: 114.36% of revenue

2018Expense mix: 76.7% mission · 18.9% management · 4.3% fundraisingTotal expenses: 97.82% of revenue

2017Expense mix: 68.6% mission · 27.9% management · 3.5% fundraisingTotal expenses: 66.99% of revenue

Money in and money out

Revenue$31,278,361

Expenses$21,258,281

Annual surplus $10,020,080 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$15,828,677 · 74.5% of expenses

Management and office costs$4,296,358 · 20.2% of expenses

Fundraising$1,133,246 · 5.3% of expenses

See all reported dollar amounts

Revenue$31,278,361

Expenses$21,258,281

Assets$222,119,446

Income$32,837,648

Contributions$18,842,037

Mission work (program services)$15,828,677

Fundraising$1,133,246

Management and general$4,296,358

Stocks and bonds$98,581,553

Accounting fees$61,758

Investing fees$329,950

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

FRANK HALEPRESIDENT/CEO · 40 hrs/week $589,523Base $499,635 · Other $89,888

GUY CARRIERECOO · 40 hrs/week $239,021Base $204,030 · Other $34,991

ERIN OLEARYVP OF DEVELOPMENT · 40 hrs/week $233,712Base $198,620 · Other $35,092

POLA CHANGNONCHIEF CONTENT OFFICER · 40 hrs/week $178,387Base $157,449 · Other $20,938

JEFFREY RUTLEDGEVP OF FINANCE/TECH · 40 hrs/week $150,898Base $148,432 · Other $2,466

SUSANA CORRIPIOVP OF SALES/OPERATIONS · 40 hrs/week $147,065Base $121,965 · Other $25,100

MICHAEL ROSECURATOR OF DECORATIVE ARTS · 40 hrs/week $140,976Base $128,191 · Other $12,785

PAUL CRATERVP OF COLLECTIONS & RESEARCH · 40 hrs/week $133,810Base $114,068 · Other $19,742

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

FRANK HALEPRESIDENT/CEO

GUY CARRIERECOO

ERIN OLEARYVP OF DEVELOPMENT

POLA CHANGNONCHIEF CONTENT OFFICER

JEFFREY RUTLEDGEVP OF FINANCE/TECH

SUSANA CORRIPIOVP OF SALES/OPERATIONS

MICHAEL ROSECURATOR OF DECORATIVE ARTS

PAUL CRATERVP OF COLLECTIONS & RESEARCH

JOIA JOHNSONCHAIR

WILL SKEEANTRUSTEE

SANDRA HALL MULRAINTRUSTEE

SAMANTHA JONESTRUSTEE

SACHIN SHAILENDRATRUSTEE

MICHAEL GOLDENTRUSTEE

MARC HARDYTRUSTEE

KATHY WALLERTRUSTEE

JOSEPH CRESPINOTRUSTEE

JOSEPH CARPENTERTRUSTEE

BEAU ALLENTRUSTEE

JENNY ALTONTRUSTEE

JENNIFER DORIANTRUSTEE

GARRETT LANGLEYTRUSTEE

DALLAS CLEMENTTRUSTEE

CYNTHIA NEAL SPENCETRUSTEE

CHLOE BARZEYTRUSTEE

CATH COETZERTRUSTEE

CAROLINE RAWLS STRUMPHASST. SECRETARY

BILL PEARDIMMEDIATE PAST CHAIR

About this charity

Recognized since: January 1944
Location: 130 W PACES FERRY RD NW, ATLANTA, GA 30305-1380
County: Fulton
In care of: % JEFF RUTLEDGE
Primary officer: F sheffield hale, CEO/PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(404) 814-4020 Officer phone(404) 814-4000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: SMITH & HOWARD ADVISORY LLC
NTEE classification: Arts, Culture & Humanities (A800)