Historic Oakland Foundation Inc is located in Atlanta, GA. The organization was established in 1977. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2021, Historic Oakland Foundation Inc employed 20 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Historic Oakland Foundation Inc 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 12/2020, Historic Oakland Foundation Inc generated $4.7m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 26.3% each year . All expenses for the organization totaled $1.7m during the year ending 12/2020. While expenses have increased by 7.5% per year over the past 6 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
2020
Describe the Organization's Mission:
Part 3 - Line 1
PARTNER WITH THE CITY OF ATLANTA TO PRESERVE, RESTORE, ENHANCE, AND SHARE OAKLAND CEMETERY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
HARDSCAPE - HOF'S PRESERVATION STAFF CONTINUED HISTORIC OAKLAND FOUNDATION'S LARGEST PRESERVATION PROJECT TO-DATE IN THE CEMETERY'S EAST HILL COMPLETING THE RESTORATION OF 2 ACRES OF THE 6 ACRE SECTION, INCLUDING 1,800 LINEAR FEET OF RETAINING WALLS, ADDING 30 NEW IRRIGATION OUTLETS ACROSS THE HILL, AND RESTORING ALL OF THE BRICK AND EXPOSED AGGREGATE HISTORIC PATHWAYS (3,000 LINEAR FEET) ON THE EAST HILL. ADDITIONALLY, TIME-SENSITIVE CRITICAL RESTORATION PROJECTS AND FAMILY-FUNDED LOT IMPROVEMENT PROJECTS WERE CONDUCTED. THE RECENTLY INSTALLED EAST GATE (2020) WON AN AWARD OF EXCELLENCE FROM THE ATLANTA URBAN DESIGN COMMISSION AND A CEREMONIAL GROUNDBREAKING WAS CONDUCTED FOR THE REHABILITATION OF THE 1899 OAKLAND BELL TOWER: TO BE COMPLETED IN 2022. IN ALL OF ITS WORK, HOF'S RESTORATION DEPARTMENT FOLLOWS THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES.CAPITAL CAMPAIGN - IN 2019, HOF EMBARKED ON A $12.5 MILLION CAPITAL CAMPAIGN TO RESTORE A SIGNIFICANT SECTION OF THE CEMETERY (EAST HILL), RENOVATE THE HISTORIC 1899 OAKLAND BELL TOWER, BUILD A NEW VISITOR'S CENTER AND OFFICES AT THE MAIN GATE, AND ADDRESS VARIOUS SITE INFRASTRUCTURE ISSUES. THE HOF BOARD PLEDGED $1.7 MILLION AND THE CITY OF ATLANTA, THROUGH INVEST ATLANTA, COMMITTED OVER $3.2 MILLION TO START THE CAMPAIGN, FOLLOWED BY VARIOUS FOUNDATIONS. HOF HAS ALREADY COMPLETED (70%) OF RESTORATION IN EAST HILL, THE BELL TOWER REHABILITATION TO TURN THE BUILDING INTO A FLEXIBLE EVENT AND PROGRAMMATIC SPACE BROKE GROUND AT THE END OF 2021 AND WILL BE COMPLETE IN 2022, AND THE NEW VISITOR CENTER PLANS WERE FURTHER DEVELOPED IN 2021 IN ANTICIPATION OF PERMIT SUBMITTAL IN 2022.PPP LOAN - HOF SECURED A PPP LOAN FOR $226K AND MAINTAINED STAFFING LEVELS DURING THE PANDEMIC LOCKDOWN. HOF FILED FOR AND RECEIVED FORGIVENESS IN 2021. HOF SECURED A SECOND PPP LOAN FOR $202K AND MAINTAINED STAFFING LEVELS DURING THE PANDEMIC LOCKDOWN. HOF FILED FOR AND RECEIVED FORGIVENESS IN 2021.
GARDENS - HOF'S GARDENS DEPARTMENT CONTINUED THE NEW INSTALLATION OF THE RECENTLY RESTORED HISTORIC AFRICAN AMERICAN BURIAL GROUNDS AS WELL AS CONDUCTED SIGNIFICANT NEW INSTALLATION (30 LOTS) ON THE CEMETERY'S EAST HILL. HOF ADDED MORE RESOURCES TO THE GARDENS TEAM TO PROVIDE ADDITIONAL HUMAN RESOURCES TO HANDLE THE FOUNDATION'S INCREASING MAINTENANCE RESPONSIBILITIES. HOF'S PLANT SALES GROSSED $163,000, A 45% YEAR-OVER-YEAR INCREASE FROM 2020. HOF'S GARDENS DEPARTMENT RESTORES AND ESTABLISHES LANDSCAPE WITH TWO MAIN PRIORITIES: 1) HISTORICAL APPROPRIATENESS, AND 2) SUSTAINABILITY. OAKLAND'S GARDENS REFLECT THE DIVERSITY OF THE VICTORIAN GARDENING TRADITION AND PROVIDE SEASONAL BEAUTY.
PROGRAMMING/EDUCATION - RETURNING TO IN-PERSON PROGRAMMING, SUNDAY IN THE PARK FT. TUNES FROM THE TOMBS WELCOMED ALMOST 3,000 VISITORS BACK TO OAKLAND, AND AWARD-WINNING CAPTURING THE SPIRIT OF OAKLAND HALLOWEEN TOURS WELCOMED OVER 12,000 VISITORS TO OAKLAND FOR THE ANNUAL FALL EVENT GENERATING SIGNIFICANT REVENUE FOR THE FOUNDATION'S MISSION. HOF'S JUNETEENTH CREATIVE AND STRATEGIC ADVANCEMENT AND DIVERSIFICATION OF ALL FACETS OF THE ORGANIZATION'S MULTI-YEAR PARTNERSHIP WITH FLUX PROJECTS AND CURATOR CHARMAINE MINNEFIELD, "REMEMBRANCE AS RESISTANCE", WAS FINALLY REALIZED AND CULMINATED IN THE 2,000 VISITORS ATTENDING THE PRAISE HOUSE IN THE HISTORIC AFRICAN AMERICAN BURIAL GROUNDS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Richard Harker Executive Director | Officer | 40 | $126,423 |
Stuart Jackson CPA Chairman | OfficerTrustee | 2 | $0 |
Steve Paro Vice-Chair | OfficerTrustee | 2 | $0 |
Charlotte Christian Secretary | OfficerTrustee | 2 | $0 |
Hank Gurley Treasurer | OfficerTrustee | 2 | $0 |
Doug Aldridge Director | Trustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Fresh Choice Mason Inc Restoration | 12/30/21 | $261,927 |
Cooper Sanchez Landscaping | 12/30/21 | $130,389 |
Leija Construction Inc Construction | 12/30/21 | $261,806 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $149,500 |
Fundraising events | $35,901 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $4,227,002 |
Noncash contributions included in lines 1a–1f | $65,200 |
Total Revenue from Contributions, Gifts, Grants & Similar | $4,412,403 |
Total Program Service Revenue | $50,658 |
Investment income | $68,075 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $1,718 |
Net Gain/Loss on Asset Sales | $29,013 |
Net Income from Fundraising Events | $60,280 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $20,187 |
Miscellaneous Revenue | $0 |
Total Revenue | $4,650,035 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $171,707 |
Compensation of current officers, directors, key employees. | $16,735 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $734,019 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $40,256 |
Payroll taxes | $74,816 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $87,341 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $121,923 |
Advertising and promotion | $15,679 |
Office expenses | $9,998 |
Information technology | $12,846 |
Royalties | $0 |
Occupancy | $1,234 |
Travel | $4,594 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $200 |
Interest | $61,911 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $18,102 |
Insurance | $34,054 |
All other expenses | $0 |
Total functional expenses | $1,739,435 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,851,964 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $2,449,675 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $20,542 |
Prepaid expenses and deferred charges | $9,252 |
Net Land, buildings, and equipment | $2,223,990 |
Investments—publicly traded securities | $4,070,377 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $10,625,800 |
Accounts payable and accrued expenses | $91,233 |
Grants payable | $0 |
Deferred revenue | $218,267 |
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 | $1,655,590 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $1,965,090 |
Net assets without donor restrictions | $2,026,610 |
Net assets with donor restrictions | $6,634,100 |
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 | $10,625,800 |
Over the last fiscal year, we have identified 3 grants that Historic Oakland Foundation Inc has recieved totaling $34,132.
Awarding Organization | Amount |
---|---|
Aderhold Family Foundation Brookhaven, GA PURPOSE: GENERAL PURPOSE | $30,000 |
Mary Brown Fund Of Atlanta Georgia Atlanta, GA PURPOSE: CHARITABLE | $2,132 |
Abrams Foundation Inc Atlanta, GA PURPOSE: CHARITABLE | $2,000 |
Beg. Balance | $4,137,429 |
Earnings | $625,211 |
Net Contributions | $252,924 |
Other Expense | $71,242 |
Ending Balance | $4,944,322 |
Organization Name | Assets | Revenue |
---|---|---|
Atlanta Historical Society Inc Atlanta, GA | $186,882,791 | $33,828,707 |
Heritage South Community Cu Shelbyville, TN | $308,780,084 | $17,719,881 |
Bell Tower Green Inc Salisbury, NC | $2,054,412 | $2,539,569 |
Fox Theatre Inc Atlanta, GA | $106,794,461 | $20,353,110 |
Vizcaya Museum And Gardens Trust Inc Miami, FL | $11,712,180 | $11,588,414 |
The Lodges At Banning Mills Retreat And Conservation Center Inc Whitesburg, GA | $8,373,902 | $8,117,551 |
Bellingrath-Morse Foundation Theodore, AL | $109,592,614 | $8,669,562 |
Thomas Edison And Henry Ford Winter Estates Inc Fort Myers, FL | $5,261,468 | $5,556,922 |
Atlanta Beltline Partnership Inc Atlanta, GA | $54,208,865 | $38,882,931 |
Roshan Institute Of Cultural Heritage Orlando, FL | $8,118,910 | $2,379,053 |
Historic Charleston Foundation Charleston, SC | $32,935,368 | $6,777,038 |
B J Palmer Historic Home Foundation Inc Marietta, GA | $0 | $2,223,386 |