Civic Intelligence

Sumter Historic Trust Inc

EIN 23-7337278 • 501(c)3 • Americus, GA

Profile

The purpose of the Sumter Historic Trust is to promote the preservation of historical structures and sites thru the collection of Funds to be used for this purpose.

P O Box 961Americus, GA 31709

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

32nd percentile

-3.3%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-1.4%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$572,279

Down $19,542 (-3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$572,279

Down $19,542 (-3.3%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin13th percentile

Revenue

Down

$75,738

Down $1,046 (-1.4%) from 2023

Expenses

Down

$95,276

Down $9,904 (-9.4%) from 2023

Net Income

Up

-$19,538

Up $8,858 (+31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $496,813Liabilities 2012: $0Net Assets 2012: $496,8132012Assets 2013: $456,189Net Assets 2013: $456,1892013Assets 2014: $462,029Net Assets 2014: $462,0292014Assets 2015: $588,077Liabilities 2015: $0Net Assets 2015: $588,0772015Assets 2016: $641,428Liabilities 2016: $0Net Assets 2016: $641,4282016Assets 2017: $654,660Liabilities 2017: $0Net Assets 2017: $654,6602017Assets 2018: $580,954Liabilities 2018: $0Net Assets 2018: $580,9542018Assets 2019: $612,620Liabilities 2019: $0Net Assets 2019: $612,6202019Assets 2020: $651,323Liabilities 2020: $0Net Assets 2020: $651,3232020Assets 2021: $620,108Liabilities 2021: $0Net Assets 2021: $620,1082021Assets 2022: $620,217Liabilities 2022: $0Net Assets 2022: $620,2172022Assets 2023: $591,821Liabilities 2023: $0Net Assets 2023: $591,8212023Assets 2024: $572,279Liabilities 2024: $0Net Assets 2024: $572,2792024

Highlighted filing

2024

Assets$572,279
Liabilities$0
Net Assets$572,279
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KExpenses 2012: $59,3462012Revenue 2013: $43,980Expenses 2013: $84,604Net Income 2013: -$40,6242013Revenue 2014: $54,775Expenses 2014: $48,935Net Income 2014: $5,8402014Revenue 2015: $185,154Expenses 2015: $53,266Net Income 2015: $131,8882015Revenue 2016: $65,195Expenses 2016: $38,388Net Income 2016: $26,8072016Revenue 2017: $55,707Expenses 2017: $42,475Net Income 2017: $13,2322017Revenue 2018: $8,932Expenses 2018: $82,638Net Income 2018: -$73,7062018Revenue 2019: $77,550Expenses 2019: $84,350Net Income 2019: -$6,8002019Revenue 2020: $108,851Expenses 2020: $67,038Net Income 2020: $41,8132020Revenue 2021: $100,645Expenses 2021: $131,860Net Income 2021: -$31,2152021Revenue 2022: $95,133Expenses 2022: $108,172Net Income 2022: -$13,0392022Revenue 2023: $76,784Expenses 2023: $105,180Net Income 2023: -$28,3962023Revenue 2024: $75,738Expenses 2024: $95,276Net Income 2024: -$19,5382024

Highlighted filing

2024

Revenue$75,738
Expenses$95,276
Net Income-$19,538
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$572,279
Liabilities
$0
Net assets
$572,279
Revenue
$75,738
Expenses
$95,276
Net income
-$19,538
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$0.00$5.72$0.76$0.95$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$0.77$1.05$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.20$0.00$6.20$0.95$1.08$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.20$0.00$6.20$1.01$1.32$0.31
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.51$0.00$6.51$1.09$0.67$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.13$0.00$6.13$0.78$0.84$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.09$0.83$0.74
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.00$6.55$0.56$0.42$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.41$0.00$6.41$0.65$0.38$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$0.00$5.88$1.85$0.53$1.32
2014Detailed filing. Detailed filing data is available for this year.$4.62$4.62$0.55$0.49$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$4.56$0.44$0.85$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.00$4.97$0.59
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$161,409
Mission and Program Overview

Mission

The purpose of the Sumter Historic Trust is to promote the preservation of historical structures and sites thru the collection of Funds to be used for this purpose.

To promote the preservation of historical strucures and sites through the collection of funds to be used for this purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$358,800$347,558▼ $11,242
Cash and Non-Interest-Bearing Accounts$147,701$151,912▲ $4,211
Land, Buildings, and Equipment, Net$79,656$66,883▼ $12,773
Savings and Temporary Cash Investments$5,664$5,926▲ $262
Total Assets$591,821$572,279▼ $19,542
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$591,821$572,279▼ $19,542
Total Net Assets Fund Balance$591,821$572,279▼ $19,542
Total Liabilities and Net Assets / Fund Balance$591,821$572,279▼ $19,542

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$66,883$527,716$594,599
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
John StovallPresident
Amber StovalPresident El
Anne BarrettDirector
Charles CrispDirector
Colby CouncilDirector
Deanna PopeDirector
Glenn RobinsDirector
Hailey HendersonDirector
Hope HendersonDirector
James EdgemonDirector
Janie MooneyDirector
Marylynne VasbinderDirector
Michelle ParkerDirector
Nick OwensDirector
Tripp LarkeyDirector
Sally Peak LanierCorrespondin
Lee KinnamonImmed Past P
Meg UsreyRecording Se
Kathleen Lang-tuckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,944
Program Service Revenue
$21,376
Investment Income
$23,294
Other Revenue
$16,124
All Other Contributions
$5,200
Change in Net Assets
$-19,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,276
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$26,259$7,056-$33,315
Depreciation Depletion$12,770--$12,770
All Other Expenses$5,159$399-$5,558
Fees for Service Investment Mgmnt Fees-$4,365-$4,365
Other Expenses$4,359$3,595-$3,595
Insurance-$1,657-$1,657
Office Expenses$300--$300
Conferences and Meetings-$125-$125
Fees for Services Accounting-$50-$50
Total Functional Expenses$78,029$17,247$0$95,276
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,377
Fundraising Direct Expenses$1,166
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Reviewed with the treasurer.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available at the organization's office and may be reviewed there by appointment.”

Filing and Contact Details

Filer

Filer Name
Sumter Historic Trust Inc
EIN
23-7337278
Address
P O BOX 961, AMERICUS, GA 31709

Signing Officer

Name
Kathleen Lang-tucker
Title
Treasurer
Phone
2299244011
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Stovall
Formed
1960
Legal Domicile
Ga
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Chambliss Sheppard Roland & Assoc Llp
Address
PO BOX 1224, AMERICUS, GA 31709-1224
Preparer
Donald R Roland
Phone
2299244456
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“ROUNDING -4”

Raw XML AppendixShowing 400 of 433 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AllOtherExpensesGrp/TotalAmt05558
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IRS990/BooksInCareOfDetail/PhoneNum02299244011
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 961
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0P O BOX 961
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IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
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IRS990/CYContributionsGrantsAmt014944
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IRS990/CYOtherRevenueAmt016124
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IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalRevenueAmt075738
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IRS990/ExpenseAmt073670
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt050
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMED PAST P
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4RECORDING SE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CORRESPONDIN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED WITH THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE AND MAY BE REVIEWED THERE BY APPOINTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING -4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/USAddress/AddressLine1Txt0P O BOX 961
IRS990/USAddress/CityNm0AMERICUS
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