Civic Intelligence

Sumter Historic Preservation Society

990 • Fiscal year 2020 • EIN 23-7337278

May 01, 2020 to Dec 31, 2020 • Filed on May 27, 2021

Organization ProfileSUMTERHISTORICTRUST.ORG
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

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$1,800

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

50th percentile

6.3%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$651,323

Up $38,703 (+6.3%) from 2019

Net Assets

Up

$651,323

Up $38,703 (+6.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin85th percentile

Revenue

Up

$108,851

Up $31,301 (+40%) from 2019

Expenses

Down

$67,038

Down $17,312 (-21%) from 2019

Net Income

Up

$41,813

Up $48,613 (+715%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2020

Assets$651,323
Liabilities$0
Net Assets$651,323
Open 2020 Filing

Operations Trend

Revenue Growth83rd 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

2020

Revenue$108,851
Expenses$67,038
Net Income$41,813
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Dec 31, 2020
Signed
May 27, 2021
Return Version
2020v4.0
Gross Receipts
$267,470
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$375,779$381,950▲ $6,171
Land, Buildings, and Equipment, Net$98,075$117,971▲ $19,896
Cash and Non-Interest-Bearing Accounts$65,298$105,040▲ $39,742
Savings and Temporary Cash Investments$70,358$30,362▼ $39,996
Total Assets$609,510$651,323▲ $41,813
Other Assets Total-$16,000-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$609,510$651,323▲ $41,813
Total Net Assets Fund Balance$609,510$651,323▲ $41,813
Total Liabilities and Net Assets / Fund Balance$609,510$651,323▲ $41,813

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$117,971$476,628$594,599
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
Marylynne JoinerDirector$1,800$1,800
Nick OwensDirector$1,800$1,800

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
$90,200
Program Service Revenue
$5,892
Investment Income
$9,159
Other Revenue
$3,600
All Other Contributions
$89,700
Change in Net Assets
$41,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,038
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$21,742--$21,742
Grants to Domestic Orgs$15,000--$15,000
Depreciation Depletion$8,205--$8,205
All Other Expenses$1,617$1,625-$3,242
Fees for Service Investment Mgmnt Fees-$2,985-$2,985
Other Expenses$3,200$1,750-$1,750
Fees for Services Accounting-$1,735-$1,735
Total Functional Expenses$56,222$10,816$0$67,038
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sumter Players IncAmericus, GA(c)(3)Building Renovation$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Kim Christmas
Title
President
Phone
2299244011
Signed
2021-05-27
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
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt05892
IRS990/SavingsAndTempCashInvstGrp/BOYAmt070358
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt090200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt023612
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt015617
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt018416
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt058487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0206332
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt07067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt012671
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt027161
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt055390
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0102289
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05892
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025563
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt038021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt069476
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt014640
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt015502
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt030142
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt07067
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt012671
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt027161
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt055390
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0102289
IRS990ScheduleA/InvestmentIncomeCYPct00.25000
IRS990ScheduleA/InvestmentIncomePYPct00.19000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.74940
IRS990ScheduleA/PublicSupportPY509Pct00.80830
IRS990ScheduleA/PublicSupportTotal509Amt0305950
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt096092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt049175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt053638
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt033056
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073989
IRS990ScheduleA/Total509Grp/TotalAmt0305950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0103159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt061846
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt080799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt088446
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073989
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0408239
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/OtherLandBuildingsGrp/BookValueAmt0117971
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0476628
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0594599
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0117971
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BUILDING RENOVATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SUMTER PLAYERS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0237092652
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0P O BOX 154
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AMERICUS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd031709
IRS990/ScheduleJRequiredInd0false
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/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0609510
IRS990/TotalAssetsEOYAmt0651323
IRS990/TotalAssetsGrp/BOYAmt0609510
IRS990/TotalAssetsGrp/EOYAmt0651323
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt090200
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010816
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056222
IRS990/TotalFunctionalExpensesGrp/TotalAmt067038
IRS990/TotalGrossUBIAmt03600
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0609510
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0651323
IRS990/TotalProgramServiceExpensesAmt056222
IRS990/TotalProgramServiceRevenueAmt05892
IRS990/TotalReportableCompFromOrgAmt03600
IRS990/TotalRevenueGrp/ExclusionAmt07067
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07984
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108851
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03600
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0609510
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0651323
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 961
IRS990/USAddress/CityNm0AMERICUS
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd031709
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0SUMTERHISTORICTRUST.ORG
IRS990/WhistleblowerPolicyInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$651,323
Liabilities
$0
Net assets
$651,323
Revenue
$108,851
Expenses
$67,038
Net income
$41,813
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
2020Detailed filing. Detailed filing data is available for this year.$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