Civic Intelligence

Sumter Historic Preservation Society

990 • Fiscal year 2020 • EIN 23-7337278

May 01, 2019 to Apr 30, 2020 • Filed on Aug 18, 2020

Organization ProfileSUMTERHISTORICTRUST.ORG
P O Box 961Americus, GA 31709

(229) 924-4011

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$609,510

Down $3,110 (-0.5%) from 2019

Net Assets

Down

$609,510

Down $3,110 (-0.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses

Revenue

Down

$76,359

Down $1,191 (-1.5%) from 2019

Expenses

Down

$79,471

Down $4,879 (-5.8%) from 2019

Net Income

Up

-$3,112

Up $3,688 (+54%) from 2019

Historical Trend

Balance Sheet Trend

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: $609,510Liabilities 2020: $0Net Assets 2020: $609,5102020Assets 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

2020

Assets$609,510
Liabilities$0
Net Assets$609,510
Open 2020 Filing

Operations Trend

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: $76,359Expenses 2020: $79,471Net Income 2020: -$3,1122020Revenue 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

2020

Revenue$76,359
Expenses$79,471
Net Income-$3,112
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Aug 18, 2020
Return Version
2019v5.0
Gross Receipts
$191,452
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$419,027$375,779▼ $43,248
Land, Buildings, and Equipment, Net$85,676$98,075▲ $12,399
Savings and Temporary Cash Investments$10,211$70,358▲ $60,147
Cash and Non-Interest-Bearing Accounts$97,706$65,298▼ $32,408
Total Assets$612,620$609,510▼ $3,110
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$612,620$609,510▼ $3,110
Total Net Assets Fund Balance$612,620$609,510▼ $3,110
Total Liabilities and Net Assets / Fund Balance$612,620$609,510▼ $3,110

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$90,683$412,854$503,537
Equipment$7,392$55,570$62,962
Compensation and Service Providers

Employees

NameTitleBaseTotal
Marylynne JoinerDirector$5,225$5,225
Nick OwensDirector$5,225$5,225

Board Members and Trustees

NameTitle
Kim ChristmasPresident
Angie FlegelDirector
Brenda TysonDirector
Charles CrispDirector
Hope HendersonDirector
James EdgemonDirector
Lee KinnamonArchivist/hi
Tara MitchellCorrespondin
Amanda KutzlerDirrector
Meredith OwenImmed Past P
Chet CrowleyParliamentar
Meg UsreyRecording Se
Kathleen TuckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,612
Program Service Revenue
$22,311
Investment Income
$21,913
Other Revenue
$8,523
All Other Contributions
$15,390
Change in Net Assets
$-3,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,471
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$25,870--$25,870
All Other Expenses$8,419$6,074-$14,493
Depreciation Depletion$9,941--$9,941
Fees for Service Investment Mgmnt Fees-$4,996-$4,996
Other Expenses$4,549$3,314-$3,314
Fees for Services Accounting-$2,262-$2,262
Fees for Services Other$2,000--$2,000
Office Expenses-$134-$134
Total Functional Expenses$62,691$16,780$0$79,471
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,052
Fundraising Direct Expenses$2,679
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Marylynne JoinerDirectorRental CommissionsNo$5,050
Marylynne JoinerDirectorCleaningNo$2,700
Nick OwensDirectorCleaningNo$2,700
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
Yes
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
Kim Christmas
Title
President
Phone
2299244011
Signed
2020-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Christmas
Formed
1960
Legal Domicile
Ga
Voting Board Members
15
Independent Board Members
15
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 IX, Line 24E

“Depot marker expense 2,713 0 0 supplies 0 2,516 0 internet & phone 1,560 0 0 utilities 0 1,500 0 supplies 920 0 0 council club food & suppl 895 0 0 property tax 0 750 0 advertising 650 0 0 insurance 0 643 0 exterminator 600 0 0 security service 420 0 0 cemetary expense 370 0 0 casual labor 0 250 0 council club drawing 200 0 0 news media 0 165 0 chamber of commerce dues 0 160 0 supplies 91 0 0 ga historical society due 0 60 0 corporate registration 0 30 0 total 8,419 6,074 0”

Form 990, Part XI, Line 9

“Book / tax depreciation difference 2”

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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015617
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt031186
IRS990/PYOtherExpensesAmt074350
IRS990/PYOtherRevenueAmt07140
IRS990/PYProgramServiceRevenueAmt023607
IRS990/PYRevenuesLessExpensesAmt0-6800
IRS990/PYTotalExpensesAmt084350
IRS990/PYTotalRevenueAmt077550
IRS990/ReconcilationRevenueExpnssAmt0-3112
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt022161
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010211
IRS990/SavingsAndTempCashInvstGrp/EOYAmt070358
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt023612
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt018416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt058487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0180407
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0296539
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012671
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt027161
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt055390
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt095222
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt025563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt038021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063584
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt014640
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015502
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011297
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt041439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt012671
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt027161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt055390
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt095222
IRS990ScheduleA/InvestmentIncomeCYPct00.19000
IRS990ScheduleA/InvestmentIncomePYPct00.17000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.80830
IRS990ScheduleA/PublicSupportPY509Pct00.83130
IRS990ScheduleA/PublicSupportTotal509Amt0401562
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt053638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt033056
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073989
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0191704
IRS990ScheduleA/Total509Grp/TotalAmt0401562
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt061846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt088446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073989
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0191704
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0496784
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt090683
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0412854
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0503537
IRS990ScheduleD/EquipmentGrp/BookValueAmt07392
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055570
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062962
IRS990ScheduleD/TotalBookValueLandBuildingsAmt098075
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MARYLYNNE JOINER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MARYLYNNE JOINER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2NICK OWENS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt05050
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt12700
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt22700
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENTAL COMMISSIONS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1CLEANING
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2CLEANING
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt2DEPOT MARKER EXPENSE 2,713 0 0 SUPPLIES 0 2,516 0 INTERNET & PHONE 1,560 0 0 UTILITIES 0 1,500 0 SUPPLIES 920 0 0 COUNCIL CLUB FOOD & SUPPL 895 0 0 PROPERTY TAX 0 750 0 ADVERTISING 650 0 0 INSURANCE 0 643 0 EXTERMINATOR 600 0 0 SECURITY SERVICE 420 0 0 CEMETARY EXPENSE 370 0 0 CASUAL LABOR 0 250 0 COUNCIL CLUB DRAWING 200 0 0 NEWS MEDIA 0 165 0 CHAMBER OF COMMERCE DUES 0 160 0 SUPPLIES 91 0 0 GA HISTORICAL SOCIETY DUE 0 60 0 CORPORATE REGISTRATION 0 30 0 TOTAL 8,419 6,074 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE 2
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 IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0612620
IRS990/TotalAssetsEOYAmt0609510
IRS990/TotalAssetsGrp/BOYAmt0612620
IRS990/TotalAssetsGrp/EOYAmt0609510
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023612
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016780

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$609,510
Liabilities
$0
Net assets
$609,510
Revenue
$76,359
Expenses
$79,471
Net income
-$3,112
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
2020Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.76$0.79$0.03
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