HERITAGE ALLIANCE OF NE TN & SW VA

Address
212 E SABIN DRIVE
JONESBOROUGH, TN 37659
Contact
Website: http://www.heritageall.org
Phone: +1 (423) 753-9580
Nonprofit
NTEE: A118 - Arts, culture and humanities
EIN: 62-1502600

Mission

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.
 20172016201520142013
Basic features of the organization
Year of formation2001
Subsection code03
PF filing required0    
Metropolitan statistical area3660
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$34,749.00$35,016.00$32,773.00$33,273.00$31,512.00
Sum of reportable (W2/1099) compensation$36,769.00$33,970.00$32,773.00$33,273.00$32,773.00
Number of employees44336
Number of people compensated >$100k00000
Number of volunteers189173175150135
Number of highly compensated contractors0000 
Personnel
Alton, Bill
TitleTrusteeTrusteeTrusteeTrustee 
Name of key/compensated personBILL ALTONBILL ALTONBILL ALTONBILL ALTON 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.501.501.501.50 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.000.00 
Boles, Sharon
TitleTrustee    
Name of key/compensated personSHARON SLEMONS BOLES    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Briggs, Donna
TitleTrustee    
Name of key/compensated personDONNA COX BRIGGS    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Copp, Melinda
TitleTrustee    
Name of key/compensated personMELINDA COPP    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Average hours per week working for related orgs0.00    
Corriere, Jules
TitleTrusteeTrusteeTrusteeTrustee 
Name of key/compensated personJULES CORRIEREJULES CORRIEREJULES CORRIEREJULES CORRIERE 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.501.501.501.50 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.000.00 
Countermine, Terry
TitleVP Jbo Myr RepVP Jbo Myr RepVP Jbo Myr RepVP Jbo Myr RepVP/JBO MAYOR'S REPRESENTAT
Name of key/compensated personTERRY COUNTERMINETERRY COUNTERMINETERRY COUNTERMINETERRY COUNTERMINETERRY COUNTERMINE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.501.501.501.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.00 
Edwards, Gordon
TitleTrusteeTrustee   
Name of key/compensated personGORDON EDWARDSGORDON EDWARDS   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.501.50   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Grandy, Joe
TitleTrusteeTrusteeTrusteeTrusteeTRUSTEE
Name of key/compensated personJOE GRANDYJOE GRANDYJOE GRANDYJOE GRANDYJOE GRANDY
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.501.501.501.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.00 
Jennings, Candace
Title    TRUSTEE
Name of key/compensated person    CANDACE JENNINGS
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.50
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Keuhn, Suzanne
Title  SecretarySecretary 
Name of key/compensated person  SUZANNE KEUHNSUZANNE KEUHN 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  1.501.50 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Average hours per week working for related orgs  0.000.00 
Kiener, John
TitleTrusteeTrusteeTrusteeTrusteeSECRETARY
Name of key/compensated personJOHN KIENERJOHN KIENERJOHN KIENERJOHN KIENERJOHN KIENER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.501.501.501.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.00 
Krieger, Tom
TitleTrusteeTrustee   
Name of key/compensated personTOM KRIEGERTOM KRIEGER   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.501.50   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Kuehn, Suzanne
Title    TRUSTEE
Name of key/compensated person    SUZANNE KUEHN
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.50
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Montani, Deborah
Title    DIRECTOR
Name of key/compensated person    DEBORAH MONTANI
Position of compensated person
Average hours per week working for org    40.00
Reportable compensation from org    $32,773.00
Other comp, non-reportable, from org and related orgs    $4,422.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Montanti, Deborah
TitleDirectorDirectorDirectorDirector 
Name of key/compensated personDEBORAH MONTANTIDEBORAH MONTANTIDEBORAH MONTANTIDEBORAH MONTANTI 
Position of compensated person
Average hours per week working for org40.0040.0040.0040.00 
Reportable compensation from org$36,769.00$33,970.00$32,773.00$33,273.00 
Other comp, non-reportable, from org and related orgs$8,578.00$7,367.00$7,864.00$6,058.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.000.00 
Reel, Jim
Title    PRESIDENT
Name of key/compensated person    JIM REEL
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.50
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Reese, Dan
Title    TRUSTEE
Name of key/compensated person    DAN REESE
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.50
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Rhein, Jimmy
TitleTrusteeTrusteeTrusteeTrusteeTRUSTEE
Name of key/compensated personJIMMY RHEINJIMMY RHEINJIMMY RHEINJIMMY RHEINJIMMY RHEIN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.501.501.501.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.00 
Stern, Patricia
TitleSecretarySecretaryTrusteeTrusteeTRUSTEE
Name of key/compensated personPATRICIA STERNPATRICIA STERNPATRICIA STERNPATRICIA STERNPATRICIA STERN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.501.501.501.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.00 
Stover, Bill
TitlePresidentPresidentPresidentPresidentTRUSTEE
Name of key/compensated personBILL STOVERBILL STOVERBILL STOVERBILL STOVERBILL STOVER
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.501.501.501.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.00 
Williams, Bob
Title    TRUSTEE
Name of key/compensated person    BOB WILLIAMS
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.50
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Williams, Nansee
TitleTrusteeTrusteeTrusteeTrustee 
Name of key/compensated personNANSEE WILLIAMSNANSEE WILLIAMSNANSEE WILLIAMSNANSEE WILLIAMS 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.501.501.501.50 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.000.00 
Wolfe, Pat
TitleTreas/Wash CoTreas/Wash CoTreas/Wash CoTreas/Wash CoTREASURER/WASHINGTON COUNT
Name of key/compensated personPAT WOLFEPAT WOLFEPAT WOLFEPAT WOLFEPAT WOLFE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org1.501.501.501.501.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.000.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesThe 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.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.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.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.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.
Program service expenses, total$56,322.00$46,132.00$51,059.00$45,900.00$130,551.00
Programs, including revenue & expenses
Museum Operations
Program expenses$744.00$810.00$501.00$244.00$1,433.00
Program revenue$9,032.00$9,293.00$8,109.00$5,222.00$4,723.00
Program descriptionMuseum OperationsMuseum OperationsMuseum OperationsMuseum OperationsMUSEUM OPERATIONS
Preservation Services
Program expenses$55,578.00$45,322.00$50,558.00$45,656.00$129,118.00
Program revenue$3,429.00$3,156.00$4,645.00$2,797.00$5,452.00
Program descriptionPreservation ServicesPreservation ServicesPreservation ServicesPreservation ServicesPRESERVATION SERVICES
Financial data
Revenue
Total revenue$138,269.00$133,034.00$132,575.00$115,832.00$302,702.00
Revenue from contributions (total)$112,582.00$103,235.00$107,584.00$98,258.00$284,282.00
Revenue from noncash contributions    $76,811.00
Investment income, current yr$51.00$138.00$127.00$77.00$0.00
Total revenue from grants, etc., current yr$112,582.00$103,235.00$107,584.00$98,258.00$284,282.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$13,524.00$17,777.00$12,705.00$9,949.00$8,733.00
Net unrelated business taxable revenue    $0.00
Program service revenue (total)$12,112.00$11,884.00$12,159.00$7,548.00$9,687.00
Gross receipts$144,721.00$139,271.00$138,828.00$121,071.00$308,691.00
Sources of contributions
Revenue from fundraising events    $3,000.00
Revenue from gov't grants$65,250.00$51,750.00$65,250.00$58,500.00$158,283.00
Revenue from all other contributions$47,332.00$51,485.00$42,334.00$39,758.00$122,999.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00$0.00 
Miscellaneous revenue (total)$200.00$100.00$2,350.00$0.00 
Net revenue from gaming (total)$0.00$0.00$0.00$0.00 
Income from dividends, interest, and similar investments$51.00$138.00$127.00$77.00 
Net rental income$0.00$0.00$0.00$0.00$0.00
Net income from fundraising events$12,976.00$17,112.00$9,760.00$9,478.00$8,245.00
Net inventory sales (total)$348.00$565.00$595.00$471.00$488.00
Expense categories (totals)
Total functional expenses: sum of all$139,353.00$136,106.00$134,231.00$127,843.00$221,882.00
Total functional expenses: program service $56,322.00$46,132.00$51,059.00$45,900.00$130,551.00
Total functional expenses: management and general$83,031.00$89,974.00$83,172.00$81,943.00$91,331.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00$0.00 
Legal fees (total)$0.00$0.00$0.00$0.00 
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$0.00$0.00$0.00$0.00 
Investment management fees (total)$0.00$0.00$0.00$0.00 
Assets and liabilities
Total assets$420,106.00$420,184.00$425,293.00$426,846.00$442,928.00
Total assets, beginning of year$420,184.00$425,293.00$426,846.00$442,928.00$397,081.00
Total liabilities$13,624.00$12,618.00$14,655.00$14,552.00$18,623.00
Total liabilities, beginning of year$12,618.00$14,655.00$14,552.00$18,623.00$53,596.00
Pledges & accounts receivable, net$0.00$0.00$0.00$0.00 
Loans & receivables from key persons$0.00$0.00$0.00$0.00 
Unrestricted net assets, end of yr$402,982.00$406,066.00$406,256.00$407,912.00$419,923.00
Temporarily restricted net assets$3,500.00$1,500.00$4,382.00$4,382.00$4,382.00
Net assets$406,482.00$407,566.00$410,638.00$412,294.00$424,305.00
Net assets, beginning of year$407,566.00$410,638.00$412,294.00$424,305.00$343,485.00
Intangible assets$0.00$0.00$0.00$0.00 
Other assets$148,718.00$148,718.00$148,718.00$148,718.00$148,718.00
Investments: other securities$0.00$0.00$2,882.00$2,882.00$2,882.00
Investments: publicly traded securities$0.00$0.00$0.00$0.00 
Cash: non-interest bearing$38,889.00$239,388.00$242,136.00$240,009.00$255,349.00
Cash: non-interest bearing, beginning of year$239,388.00$242,136.00$240,009.00$255,349.00$165,485.00
Investments -- program-related$0.00$0.00$0.00$0.00 
Inventories for sale or use$924.00$697.00$853.00$1,201.00$960.00
Other financial variables
Revenue less expenses-$1,084.00-$3,072.00-$1,656.00-$12,011.00$80,820.00
Advertising (total)$125.00$125.00$100.00$0.00 
Savings & temp cash investment$205,000.00$0.00$0.00$0.00 
Accounts receivable, net$0.00$0.00$0.00$1,096.00 
Prepaid expenses & deferred charges$239.00$2,861.00$0.00$0.00 
Accounts payable & accrued expenses$12,106.00$10,020.00$11,097.00$7,277.00$15,067.00
Deferred revenue$1,518.00$2,598.00$3,558.00$7,275.00$3,556.00
Total net assets or fund balances$406,482.00$407,566.00$410,638.00$412,294.00$424,305.00
Depreciation, depletion, amortization$2,184.00$2,184.00$2,586.00$2,279.00$3,343.00
Payment to affiliates$0.00$0.00$0.00$0.00 
Governance and accountability
Number of voting members1512111112
Number of independent voting members1512111112
Financial sheets audited    True
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-10-012015-10-012014-10-012013-10-012012-10-01
Tax year end date2017-09-012016-09-012015-09-012014-09-012013-09-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-03-052017-08-072016-07-192015-02-232014-03-27
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.1
Filing identifier201800399349301075201720599349300502201620569349300202201530439349301623201400489349301000
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