2024-07-25T09:16:26-07:00 2023-09-30 943418018 Bolton Coker & Degennaro CPAs PC 313 Princeton Rd Suite 1 Johnson City TN 37601 990 2022-10-01 621502600 HERITAGE ALLIANCE OF NE TN & SW VA HERI 4237539580 212 E SABIN DRIVE JONESBOROUGH TN 37659 DANA YORK Treasurer 2024-07-25 true DANA YORK 999009999 true KIMBERLY D COKER P00639031 4232828008 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 212 E SABIN DRIVE JONESBOROUGH TN 37659 167608 false X www.heritageall.org X 2001 TN The Heritage Alliance is dedicated to the preservation of the architectural, historical, and cultural heritage of our region and to providing educational experiences related to history and heritage for a wide range of audiences. 12 12 4 127 0 155652 133460 12911 14798 1 38 9158 7019 177722 155315 0 0 82299 78521 0 1612 67284 56438 149583 134959 28139 20356 465909 496043 10465 20243 455444 475800 The Heritage Alliance is dedicated to the preservation of the architectural, historical, and cultural heritage of our region and to providing educational experiences related to history and heritage for a wide range of audiences. false false 55403 4340 Preservation Services 3532 10872 Museum Operations 58935 true true false false false false false true false false true false false true false true false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 7 0 true 4 true false false false false false false false 0 false false false true false false false X 12 12 false false false false false false false true true false false true true true true true true true true false X ANNE G'FELLERS-MASON 4237539580 212 E SABIN DRIVE JONESBOROUGH TN 37659 ANNE G'FELLERS-MASON Director 40.00 0.00 X 39402 0 6076 MEGHAN KIETA Trustee 1.50 0.00 X 0 0 0 TERRY COUNTERMINE VP Jbo Myr Rep 1.50 0.00 X X 0 0 0 PAT WOLFE Trustee 1.50 0.00 X 0 0 0 NICK ANDREWS Trustee 1.50 0.00 X 0 0 0 CHARLENE CLEVELAND Trustee 1.50 0.00 X 0 0 0 MIKE FLOYD Trustee 1.50 0.00 X 0 0 0 MARK D EDMONDS Trustee 1.50 0.00 X 0 0 0 HAL HUNTER Secretary 1.50 0.00 X X 0 0 0 FRED COUNTS President 1.50 0.00 X X 0 0 0 CARI JARMAN Trustee 1.50 0.00 X 0 0 0 JACK VAN ZANDT Trustee 1.50 0.00 X 0 0 0 DANA YORK Treasurer 1.50 0.00 X X 0 0 0 39402 6076 0 false false false 0 69167 64293 133460 MUSEUM PROGRAMS 459420 10872 10872 SALVAGED MATERIALS SALES 423000 3926 3926 14798 38 38 0 0 0 0 18698 12293 6405 6405 0 414 414 414 Chester Inn rental income 200 200 200 155315 15450 6405 0 0 0 0 40713 39213 1500 0 32311 32311 0 0 5497 2382 3003 112 0 0 9850 9850 0 0 0 2094 2014 80 355 355 1388 1388 0 0 5854 5854 481 481 0 0 0 0 2998 2998 11605 5529 6076 Chester Inn Grant Expense 7207 7207 Repairs/maint 4141 2809 1332 Museum Educational Program 3532 3532 Exhibit expense & maint 2289 2289 4644 862 3782 134959 58935 74412 1612 238198 236297 30446 80446 0 14035 2346 0 0 0 720 408 2966 0 85139 57311 30826 27828 0 0 0 0 148718 148718 465909 496043 10465 11893 8350 10465 20243 X 435839 467431 19605 8369 455444 475800 465909 496043 20356 X X true X false true false X 141112 129458 139024 155652 122249 687495 0 0 141112 129458 139024 155652 122249 687495 0 687495 7747 1824 2484 1 38 12094 0 0 699589 0.98270 0.98230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 54437 45853 8584 26175 10040 16135 350 350 4177 1068 3109 27828 Collections (Museum) 148718 148718 X Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o Collections:The Alliance capitalizes its collections. Collection items acquired are recorded at cost if purchased and at appraised or fair value at date of accession if donated. Gains and losses on deaccessions are reported as changes in net assets based on the absence or existence and nature of donor-imposed restrictions. Part III, Line 4: Description of organization's collections and how it furthers its purpose. The Alliance's collection is composed of historical publications, original manuscripts and a history museum that help preserve the historical and cultural heritage of the region. Part X : FIN48 Footnote The Alliance follows the FASB ASC, which provides guidance on accounting for uncertainty in income taxes recognized in an organization's financial statements. As of September 30, 2023, the Alliance had no uncertain tax positions that qualify for either recognition or disclosure in the Alliance's financial statements. The Alliance's policy is to recognize interest and penalties on unrecognized tax liabilities in income tax expense in the financial statements as incurred. No interest or penalties were recorded during the years ended September 30, 2022 and 2021. false PROGRESSIVE DINNER 12807 12807 6614 SPRING/SUMMER FUNDRAISERS 5891 5891 5679 18698 18698 12293 12293 6405 Form 990, Part VI, Section B, Line 11b A complete copy of the organization's final Form 990 (including all required schedules), as ultimately filed with the IRS, was provided to each person who was a voting member of the governing body at the time the Form 990 was provided, whether in paper or electronic form, before its filing with the IRS. Form 990, Part VI, Section B, Line 12c Anne G'Fellers-Mason, the Executive Director at 9/30/23, monitored the staff; the board members recuse themselves from meetings if there is a vote or discussion with a conflict of interest. Form 990, Part VI, Section B, Line 15a Determined at board meetings. Form 990, Part VI, Section B, Line 15b Determined at board meetings. Form 990, Part VI, Section C, Line 19 The governing Documents, conflict of interest policy, and financial statements are made available to the public upon request. Form 990, Part XII, Line 2c The board of trustees assumes responsibility for the oversight of the review and the selection of an independent accountant. This process has not changed from the prior year.