Sumter County Historical and Preservation Society Inc
Nonprofit profile at a glance
- EIN
- 630860482
- IRS 990-EZ coverage
- 2012–2014
- Forms available
- Form 990-EZ 2014
- Location
- Livingston, AL, USA
- Rating
- 93
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Historical Societies & Historic Preservation
Reported finances
- Revenue
- $21,026
- Expenses
- $33,569
- Assets
- $187,764
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- RICHARD D HOLLAND (PRESIDENT)
People named in this filing
- ROSIE M CAMPBELL (BOARD MEMBER)
- JEFF GENTSCH (BOARD MEMBER)
- VALARIE BURNES (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Preserve historical buildings in sumter county Alabama
What it reported doing in 2014
Special project funded by grant from Alabama historical commission and other historical preservation projects in sumter county, Alabama.
Operating model
- Revenue model
- Donor-supported. 64% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 100
- Sustainability: 37
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 97.2%; rating input score 97
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -59.7%; rating input score 10; 10th percentile among comparable filings
- Total-asset coverage ratio: 5.59; rating input score 86; 86th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings
Growth
- Program expense growth: 8.6% per year; rating input score 100; 68th percentile among comparable filings
- Revenue growth: -32.1% per year; rating input score 0; 13th percentile among comparable filings
- Asset growth: -7.8% per year; rating input score 0; 26th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 97.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 4 filed program accomplishments · $33K in reported program spending
- Leadership: top reported pay $0 · 15 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 3 filing years from 2012 to 2014
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Sustainability: Operating margin scored 10/100.
- High — Growth: Revenue growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 57/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.