ATLANTA HISTORICAL SOCIETY INC

EIN: 580566162 501(c)(3) Arts, Culture & Humanities

ATLANTA, GA

Total Revenue
$18,682,593
Total Expenses
$18,483,269
Total Assets
$173,087,761
Net Assets
$170,434,358
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1926
Legal Domicile
GA
Principal Officer
F Sheffield Hale
Phone
4048144020
Tax Period
2022-07-01 to 2023-06-30

ATLANTA HISTORICAL SOCIETY INC, founded in 1926, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $18.7M in total revenue in fiscal year 2022. Revenue decreased 18% compared to the prior year. Net assets of $170.4M represent 109 months of operating reserves.

Mission

The organization's primary purpose is to collect, preserve, and disseminate information about atlanta, georgia and its environs in order to connect people, history, and culture.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $8,201,826
Program Service Revenue $1,117,855
Investment Income $5,853,851
Other Revenue $3,509,061
TOTAL REVENUE $18,682,593

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,185,038
Fundraising Expenses $1,097,901
Program Expenses $14,380,426
Other Expenses $11,298,231
TOTAL EXPENSES $18,483,269

Year-over-Year Comparison

2022 2021 Change
Revenue $18,682,593 $22,665,811 -0.2%
Expenses $18,483,269 $15,430,167 +0.2%
Net Income $199,324 $7,235,644 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
190
Volunteers
84

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$1,365,648
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Frank Hale President/CEO 40.0
Officer
$726,353 $86,936 $813,289
Guy Carriere COO 40.0
Officer
$240,479 $31,994 $272,473
Erin O'Leary VP of Development 40.0
Highest
$137,299 $14,824 $152,123
Michael Rose Chief Mission Deputy 40.0
Officer
$134,768 $12,122 $146,890
Susana Corripio VP of Sales/Operations 40.0
Highest
$110,375 $28,846 $139,221
Jeffrey Rutledge VP of Finance/Tech 40.0
Officer
$130,860 $2,136 $132,996
Nancy Glenn VP of Mktg/Brand Exp 40.0
Highest
$112,432 $2,091 $114,523
Beau Allen Trustee 1.0
Director
$0 $0 $0
Chloe Barzey Trustee 1.0
Director
$0 $0 $0
Rodney Bullard Trustee 1.0
Director
$0 $0 $0
Dallas Clement Trustee 1.0
Director
$0 $0 $0
Jennifer Dorian Trustee 1.0
Director
$0 $0 $0
Beverly M DuBose III Trustee 1.0
Director
$0 $0 $0
Michael Golden Trustee 1.0
Director
$0 $0 $0
Marc Hardy Trustee 1.0
Director
$0 $0 $0
Joia Johnson Trustee 1.0
Director
$0 $0 $0
Trudy Kremer Trustee 1.0
Director
$0 $0 $0
Sandra Hall Mulrain Trustee 1.0
Director
$0 $0 $0
Howard Palefsky Trustee 1.0
Director
$0 $0 $0
Bill Peard Trustee 1.0
Director
$0 $0 $0
Kathleen Rollins Trustee 1.0
Director
$0 $0 $0
Sachin Shailendra Trustee 1.0
Director
$0 $0 $0
Will Skeean Trustee 1.0
Director
$0 $0 $0
Kathy Waller Trustee 1.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $18,682,593 $18,483,269 $173,087,761 $199,324
2022 $22,665,811 $15,430,167 $165,876,329 $7,235,644
2021 $33,828,707 $14,134,238 $186,882,791 $19,694,469
2021 $33,813,707 $14,119,238 $186,882,791 $19,694,469
2020 $12,959,334 $14,820,905 $148,517,251 $-1,861,571
2019 $14,911,413 $14,585,638 $154,330,343 $325,775
2018 $19,189,092 $12,855,363 $155,698,535 $6,333,729
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