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Nonprofit · EIN 58-2131313

ALPHARETTA HISTORICAL SOCIETY INC

Tax-exempt (reinstated) · ALPHARETTA, GA 30009

Financials

$45K$44K2023$39K$41K2024
Revenue Expenses · by fiscal year end
Financials of ALPHARETTA HISTORICAL SOCIETY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$38,549$41,414-$2,865$772,214$2,500$769,714
June 30, 2024990$44,924$43,819$1,105$776,824$4,243$772,581
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,492
Membership dues
$1,380
Program service revenue
$20,326
Investment income
$0
Net rental income
$15,731
Other revenue
$15,731

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$31,643
Management and general (functional)
$9,771

Balance sheet and other

Total assets, start of year
$776,824
Total assets, end of year
$772,214
Total liabilities, end of year
$2,500
Net assets, end of year
$769,714
Land, buildings and equipment
$745,000
Net assets without donor restrictions
$24,714
Net assets with donor restrictions
$745,000
Gross receipts
$74,888
Employees
0
Volunteers
25
Year formed
1994
State of legal domicile
GA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Patricia MillerPresident
Trustee or director, Officer
10$0
Shack LewisVice President
Trustee or director, Officer
10$0
Jackie AngelSecretary
Trustee or director, Officer
10$0
Kimberly RoddyTreasurer
Trustee or director, Officer
10$0
Lynna LeeMembership Chair
Trustee or director
5$0
Jennifer BorenHospitality Chair
Trustee or director
5$0
Laura BestProgram Chair
Trustee or director
5$0
Connie MashburnHistorian
Trustee or director
5$0
Bonnie SteadmanPreservation Chair
Trustee or director
5$0
Janice TallutoTrustee
Trustee or director
5$0
Kim ManningTrustee
Trustee or director
5$0
Stephanie AnderssonArchive Chair
Trustee or director
20$0
Ben HollingsworthPublic Relations Chair
Trustee or director
5$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
Patricia MillerPresident
Trustee or director, Officer
5$0
Shack LewisVice President
Trustee or director, Officer
5$0
Jackie AngelSecretary
Trustee or director, Officer
5$0
Kimberly RoddyTreasurer
Trustee or director, Officer
5$0
Lynna LeeMembership Chair
Trustee or director
5$0
Jennifer BorenHospitality Chair
Trustee or director
5$0
Laura BestProgram Chair
Trustee or director
5$0
Connie MashburnHistorian
Trustee or director
5$0
Bonnie SteadmanPreservation Chair
Trustee or director
5$0
Janice TallutoTrustee
Trustee or director
5$0
Kim ManningTrustee
Trustee or director
5$0
Stephanie AnderssonArchive Chair
Trustee or director
20$0
Ben HollingsworthPublic Relations Chair
Trustee or director
5$0

Address and contacts

Address (IRS master file)
1835 OLD MILTON PKWY, ALPHARETTA, GA 30009-1823
In care of
% JIM SPRUELL
Mailing address (990-N for 2014)
1835 Old Milton Parkway, Alpharetta GA 30009
Principal officer (990 for 2024)
Kimberly Roddy, 13640 Freemanville Road, Alpharetta, GA 30004
Principal officer (990-N for 2014)
James A Spruell, 885 Freemanwood LN, Milton GA 30003
Signed the 990
Kim Roddy, Accountant
Phone
(770) 442-0781

Mission

The mission of the society is to collect, assemble, preserve, and disseminate historical and genealogical information and items for the benefit of members, descendants, and others to promote interest in and the study of history, genealogy, and related fields.

990 for the year ended June 30, 2025

Program accomplishments

  • Mansell House and Gardens historical home is an adaptive reuse project that provides a beautiful, unique venue for special events.
    Expenses $20,391 · revenue $19,820
  • Archive expenses - the Society is building, assembling and maintaining historical items, documents and information for the benefit of the community.
    Expenses $10,112
  • Memorials and awards - the Society issues historical plaques and awards in the community.
    Expenses $1,140
  • Sale of historical books
    revenue $506

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
58-2131313
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2023
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$772,214
Income (IRS master file)
$74,888

Revocation and reinstatement

Exemption revoked
November 15, 2022
Posted by the IRS
March 13, 2023
Reinstated
Effective November 15, 2022

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$38,549$41,414$772,214IRS
990June 2024$44,924$43,819$776,824IRS
990-N for 2014
Officer: James A Spruell
June 30, 2015≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-2131313).

Questions about ALPHARETTA HISTORICAL SOCIETY INC

What is the EIN of ALPHARETTA HISTORICAL SOCIETY INC?
The employer identification number (EIN) of ALPHARETTA HISTORICAL SOCIETY INC is 58-2131313.
Is ALPHARETTA HISTORICAL SOCIETY INC tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2022 and reinstated it effective November 15, 2022.
Are donations to ALPHARETTA HISTORICAL SOCIETY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ALPHARETTA HISTORICAL SOCIETY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALPHARETTA HISTORICAL SOCIETY INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALPHARETTA HISTORICAL SOCIETY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ALPHARETTA HISTORICAL SOCIETY INC?
The 990 for the year ended June 30, 2025 names Kimberly Roddy.
Who are the officers and directors of ALPHARETTA HISTORICAL SOCIETY INC?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does ALPHARETTA HISTORICAL SOCIETY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $38,549, expenses of $41,414 and total assets of $772,214 at year end.

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