Nonprofit · EIN 62-1502600
HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA
Tax-exempt · JONESBOROUGH, TN 37659
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2024 | 990 | $131,322 | $126,618 | $4,704 | $503,683 | $23,179 | $480,504 |
| September 30, 2023 | 990 | $155,315 | $134,959 | $20,356 | $496,043 | $20,243 | $475,800 |
Financial details: 990 for the year ended September 30, 2024
Revenue
- Contributions, gifts and grants
- $110,971
- of which government grants
- $55,233
- Program service revenue
- $9,487
- Investment income
- $0
- Net income from fundraising events
- $10,626
- Net income from sales of inventory
- $238
- Other revenue
- $10,864
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $27,794
- Other salaries and wages
- $29,980
- Salaries, compensation and benefits (total)
- $62,197
- Professional fundraising fees
- $0
- Accounting fees
- $1,000
- Occupancy
- $6,798
- Depreciation
- $2,998
- Program services (functional)
- $59,947
- Management and general (functional)
- $65,059
- Fundraising (functional)
- $1,612
Balance sheet and other
- Total assets, start of year
- $496,043
- Total assets, end of year
- $503,683
- Total liabilities, end of year
- $23,179
- Net assets, end of year
- $480,504
- Land, buildings and equipment
- $24,830
- Net assets without donor restrictions
- $475,624
- Net assets with donor restrictions
- $4,880
- Gross receipts
- $138,860
- Employees
- 4
- Volunteers
- 90
- Year formed
- 2001
- State of legal domicile
- TN
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 September 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNE G'FELLERS-MASON | Executive Dir. Officer | 40 | $39,539 | $1,008 |
| CECILIA K EDWARDS | Executive Dir. Officer | 40 | $0 | $962 |
| MEGHAN KIETA | Trustee Trustee or director | 1.5 | $0 | $0 |
| GORDON EDWARDS | President Trustee or director, Officer | 1.5 | $0 | $0 |
| FRANK COLLINS | Trustee Trustee or director | 1.5 | $0 | $0 |
| NICK ANDREWS | Vice President Trustee or director, Officer | 1.5 | $0 | $0 |
| CHARLENE CLEVELAND | Trustee Trustee or director | 1.5 | $0 | $0 |
| MARK D EDMONDS | Trustee Trustee or director | 1.5 | $0 | $0 |
| HAL HUNTER | Secretary Trustee or director, Officer | 1.5 | $0 | $0 |
| FRED COUNTS | Trustee Trustee or director | 1.5 | $0 | $0 |
| CARI JARMAN | Trustee Trustee or director | 1.5 | $0 | $0 |
| DANA ENSOR | Treasurer Trustee or director, Officer | 1.5 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANNE G'FELLERS-MASON | Director Officer | 40 | $39,402 | $6,076 |
| MEGHAN KIETA | Trustee Trustee or director | 1.5 | $0 | $0 |
| TERRY COUNTERMINE | VP Jbo Myr Rep Trustee or director, Officer | 1.5 | $0 | $0 |
| PAT WOLFE | Trustee Trustee or director | 1.5 | $0 | $0 |
| NICK ANDREWS | Trustee Trustee or director | 1.5 | $0 | $0 |
| CHARLENE CLEVELAND | Trustee Trustee or director | 1.5 | $0 | $0 |
| MIKE FLOYD | Trustee Trustee or director | 1.5 | $0 | $0 |
| MARK D EDMONDS | Trustee Trustee or director | 1.5 | $0 | $0 |
| HAL HUNTER | Secretary Trustee or director, Officer | 1.5 | $0 | $0 |
| FRED COUNTS | President Trustee or director, Officer | 1.5 | $0 | $0 |
| CARI JARMAN | Trustee Trustee or director | 1.5 | $0 | $0 |
| JACK VAN ZANDT | Trustee Trustee or director | 1.5 | $0 | $0 |
| DANA YORK | Treasurer Trustee or director, Officer | 1.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 212 E SABINE DR, JONESBOROUGH, TN 37659-1306
- Signed the 990
- DANA YORK, Treasurer
- Phone
- (423) 753-9580
- Website
- www.heritageall.org
- Return prepared by
- Bolton Coker & Degennaro CPAs PC
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.
Program accomplishments
- Preservation ServicesExpenses $59,469 · revenue $2,373
- Museum OperationsExpenses $478 · revenue $7,352
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | Not on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 62-1502600
- 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
- 1993
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $503,683
- Income (IRS master file)
- $138,860
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2024 | $131,322 | $126,618 | $503,683 | IRS |
| 990 | September 2023 | $155,315 | $134,959 | $496,043 | XML |
| 990 | September 2022 | $177,722 | $149,583 | $465,909 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
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 62-1502600).
Questions about HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA
- What is the EIN of HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA?
- The employer identification number (EIN) of HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA is 62-1502600.
- Is HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA 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 HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2024.
- Who are the officers and directors of HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA?
- The 990 for the year ended September 30, 2024 lists 12 people; 1 received compensation from the organization, the highest $39,539 (ANNE G'FELLERS-MASON, Executive Dir.).
- How much revenue does HERITAGE ALLIANCE OF NORTHEAST TENNESSEE AND SOUTHWEST VIRGINIA have?
- On its 990 for the year ended September 30, 2024 it reported revenue of $131,322, expenses of $126,618 and total assets of $503,683 at year end.
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All nonprofits in JONESBOROUGH · Tennessee · Arts, culture and humanities