FORT SUMTER-FORT MOULTRIE HISTORICAL TRUST

EIN: 311755700 501(c)(3) Environment

CHARLESTON, SC

Total Revenue
$8,852
Total Expenses
$54,673
Total Assets
$237,612
Net Assets
$237,612
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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
2001
Legal Domicile
SC
Principal Officer
RANDY L POTTS
Phone
8432240331
Tax Period
2018-01-01 to 2018-12-31

FORT SUMTER-FORT MOULTRIE HISTORICAL TRUST, founded in 2001, is a micro nonprofit in the Environment sector that reported $9K in total revenue in fiscal year 2018. Revenue fell 73% from the prior year — a significant decline worth monitoring. Expenses of $55K exceeded revenue, resulting in a 518% operating deficit.

Mission

TO PRESERVE AND PROTECT THE FORT SUMTER NATIONAL MONUMENT AND CHARLES PINCKEY NATIONAL HISTORIC SITE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $7,920
Program Service Revenue $0
Investment Income $131
Other Revenue $801
TOTAL REVENUE $8,852

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,420
Fundraising Expenses $1,788
Program Expenses $48,808
Other Expenses $49,253
TOTAL EXPENSES $54,673

Year-over-Year Comparison

2018 2017 Change
Revenue $8,852 $32,902 -0.7%
Expenses $54,673 $21,132 +1.6%
Net Income $-45,821 $11,770 -4.9%
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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
21
Independent Members
21
Employees
2
Volunteers
20

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
5
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RANDY L POTTS PRESIDENT 5.00
Officer Director
$0 $0 $0
WILLIAM EVERETT 1ST VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
JULIE ARMSTRONG 2ND VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
VICTORIA ORANDER SECRETARY 1.00
Officer Director
$0 $0 $0
CARROLL WEBSTER TREASURER 1.00
Officer Director
$0 $0 $0
MICHAEL BARRETT BOARD MEMBER 1.00
Director
$0 $0 $0
Y SCOTT BELL BOARD MEMBER 1.00
Director
$0 $0 $0
ROGER COSBEY BOARD MEMBER 1.00
Director
$0 $0 $0
WILIAM S DAVIES BOARD MEMBER 1.00
Director
$0 $0 $0
BARBARA HAIRFIELD BOARD MEMBER 1.00
Director
$0 $0 $0
RICHARD HATCHER III BOARD MEMBER 1.00
Director
$0 $0 $0
K JOE HILL BOARD MEMBER 1.00
Director
$0 $0 $0
LUCIA JAYCOCKS BOARD MEMBER 1.00
Director
$0 $0 $0
TONY KINN BOARD MEMBER 1.00
Director
$0 $0 $0
E RICHARD MCGEORGE III BOARD MEMBER 1.00
Director
$0 $0 $0
JACK W MELTON BOARD MEMBER 1.00
Director
$0 $0 $0
RICK MOSTELLER BOARD MEMBER 1.00
Director
$0 $0 $0
KIMBERLY A POTTS BOARD MEMBER 1.00
Director
$0 $0 $0
KYLE SINISI BOARD MEMBER 1.00
Director
$0 $0 $0
SHELBY SMITH BOARD MEMBER 1.00
Director
$0 $0 $0
W MICHAEL WALSH BOARD MEMBER 1.00
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
2018 $8,852 $54,673 $237,612 $-45,821
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