SUMTER HISTORIC TRUST INC

EIN: 237337278 501(c)(3) Arts, Culture & Humanities

AMERICUS, GA

Total Revenue
$75,738
Total Expenses
$95,276
Total Assets
$572,279
Net Assets
$572,279
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
GA
Principal Officer
JOHN STOVALL
Tax Period
2024-01-01 to 2024-12-31

SUMTER HISTORIC TRUST INC, founded in 1960, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $76K in total revenue in fiscal year 2024. Expenses of $95K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PROMOTE THE PRESERVATION OF HISTORICAL STRUCURES AND SITES THROUGH THE COLLECTION OF FUNDS TO BE USED FOR THIS PURPOSE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,944
Program Service Revenue $21,376
Investment Income $23,294
Other Revenue $16,124
TOTAL REVENUE $75,738

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $78,029
Other Expenses $95,276
TOTAL EXPENSES $95,276

Year-over-Year Comparison

2024 2023 Change
Revenue $75,738 $76,784 0.0%
Expenses $95,276 $105,180 -0.1%
Net Income $-19,538 $-28,396 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN STOVALL PRESIDENT N/A
Officer
$0 $0 $0
LEE KINNAMON IMMED PAST P N/A
Officer
$0 $0 $0
AMBER STOVAL PRESIDENT EL N/A
Director
$0 $0 $0
KATHLEEN LANG-TUCKER TREASURER N/A
Officer
$0 $0 $0
MEG USREY RECORDING SE N/A
Officer
$0 $0 $0
SALLY PEAK LANIER CORRESPONDIN N/A
Director
$0 $0 $0
CHARLES CRISP DIRECTOR N/A
Director
$0 $0 $0
JAMES EDGEMON DIRECTOR N/A
Director
$0 $0 $0
ANNE BARRETT DIRECTOR N/A
Director
$0 $0 $0
HOPE HENDERSON DIRECTOR N/A
Director
$0 $0 $0
MARYLYNNE VASBINDER DIRECTOR N/A
Director
$0 $0 $0
NICK OWENS DIRECTOR N/A
Director
$0 $0 $0
MICHELLE PARKER DIRECTOR N/A
Director
$0 $0 $0
HAILEY HENDERSON DIRECTOR N/A
Director
$0 $0 $0
DEANNA POPE DIRECTOR N/A
Director
$0 $0 $0
COLBY COUNCIL DIRECTOR N/A
Director
$0 $0 $0
GLENN ROBINS DIRECTOR N/A
Director
$0 $0 $0
JANIE MOONEY DIRECTOR N/A
Director
$0 $0 $0
TRIPP LARKEY DIRECTOR N/A
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $75,738 $95,276 $572,279 $-19,538
2023 $76,784 $105,180 $591,821 $-28,396
2022 $95,133 $108,172 $620,217 $-13,039
2021 $100,645 $131,860 $620,108 $-31,215
2020 $108,851 $67,038 $651,323 $41,813
2020 $76,359 $79,471 $609,510 $-3,112
2019 $77,550 $84,350 $612,620 $-6,800
2018 $8,932 $82,638 $580,954 $-73,706
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