Civic Intelligence

Sumter Historic Preservation Society

990 • Fiscal year 2016 • EIN 23-7337278

May 01, 2015 to Apr 30, 2016 • Filed on Mar 15, 2017

Organization ProfileN/A
P O Box 961Americus, GA 31709

(229) 924-4011

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

67th percentile

9.1%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-65%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$641,428

Up $53,351 (+9.1%) from 2015

Net Assets

Up

$641,428

Up $53,351 (+9.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin89th percentile

Revenue

Down

$65,195

Down $119,959 (-65%) from 2015

Expenses

Down

$38,388

Down $14,878 (-28%) from 2015

Net Income

Down

$26,807

Down $105,081 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$641,428
Liabilities$0
Net Assets$641,428
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$65,195
Expenses$38,388
Net Income$26,807
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Mar 15, 2017
Return Version
2015v3.0
Gross Receipts
$97,889
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$354,770$373,182▲ $18,412
Cash and Non-Interest-Bearing Accounts$116,135$136,357▲ $20,222
Land, Buildings, and Equipment, Net$143,716$131,889▼ $11,827
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$614,621$641,428▲ $26,807
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$614,621$641,428▲ $26,807
Total Net Assets Fund Balance$614,621$641,428▲ $26,807
Total Liabilities and Net Assets / Fund Balance$614,621$641,428▲ $26,807

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$125,304$412,271$537,575
Other Land Buildings$6,585-$6,585
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jessi SimmonsPresident
Meg UsreySecretary
Kathleen Lang-TuckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$30,623
Program Service Revenue
$27,864
Investment Income
$15,502
Other Revenue
$-8,794
All Other Contributions
$22,623
Change in Net Assets
$26,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,388
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
Depreciation Depletion-$18,412-$18,412
Occupancy-$8,366-$8,366
Other Expenses-$4,865-$4,865
Office Expenses-$1,036-$1,036
Fees for Services Accounting-$775-$775
Total Functional Expenses$0$38,388$0$38,388
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,950
Fundraising Direct Expenses$7,823
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Various Membership Parties forDonations$15,950$7,950$7,823$127
Total Events$15,950$7,950$7,823$127
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“Reviewed with the treasurer”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request.”

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
Signed
2017-03-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Bt Johnson CPA
Address
115 W GLESSNER ST, AMERICUS, GA 31709
Preparer
B T Johnson
Phone
2299244750
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0614621
IRS990/TotalAssetsEOYAmt0641428
IRS990/TotalAssetsGrp/BOYAmt0614621
IRS990/TotalAssetsGrp/EOYAmt0641428
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt030623
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038388
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt038388
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0614621
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0641428
IRS990/TotalProgramServiceRevenueAmt027864
IRS990/TotalRevenueGrp/ExclusionAmt0-8921
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043366
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065195
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0614621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0641428
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0614621
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0641428
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kathleen Lang-Tucker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sumter Historic Trust Inc
ReturnHeader/Filer/BusinessNameControlTxt0SUMT
ReturnHeader/Filer/EIN0237337278
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 961
ReturnHeader/Filer/USAddress/CityNm0Americus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd031709
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BT JOHNSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 W GLESSNER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMERICUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031709
ReturnHeader/PreparerPersonGrp/PhoneNum02299244750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0B T Johnson
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-03-15T14:02:55-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-05-01
ReturnHeader/TaxPeriodEndDt02016-04-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$641,428
Liabilities
$0
Net assets
$641,428
Revenue
$65,195
Expenses
$38,388
Net income
$26,807
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
2016Detailed filing. Detailed filing data is available for this year.$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