Civic Intelligence

Sotherly Foundation

990PF • Fiscal year 2022 • EIN 47-4140093

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
306 S Henry StreetWilliamsburg, VA 23185-4107

(757) 229-5648

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

95th percentile

85%

Higher net margin than 95% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-47%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$129,228

Up $13,931 (+12%) from 2021

Net Assets

Up

$129,228

Up $13,931 (+12%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin95th percentile

Revenue

Down

$16,397

Down $14,381 (-47%) from 2021

Expenses

Down

$2,466

Down $27,359 (-92%) from 2021

Net Income

Up

$13,931

Up $12,978 (+1362%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2019: $111,459Liabilities 2019: $02019Assets 2020: $114,344Liabilities 2020: $1Net Assets 2020: $114,3442020Assets 2021: $115,297Liabilities 2021: $1Net Assets 2021: $115,2972021Assets 2022: $129,228Liabilities 2022: $1Net Assets 2022: $129,2282022Assets 2023: $192,184Liabilities 2023: $1Net Assets 2023: $192,1842023Assets 2024: $41,889Liabilities 2024: $0Net Assets 2024: $41,8892024

Highlighted filing

2022

Assets$129,228
Liabilities$1
Net Assets$129,228
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2019: $106,317Expenses 2019: $85,836Net Income 2019: $20,4812019Revenue 2020: $12,235Expenses 2020: $9,350Net Income 2020: $2,8852020Revenue 2021: $30,778Expenses 2021: $29,825Net Income 2021: $9532021Revenue 2022: $16,397Expenses 2022: $2,466Net Income 2022: $13,9312022Revenue 2023: $65,465Expenses 2023: $2,509Net Income 2023: $62,9562023Revenue 2024: $90,199Expenses 2024: $240,494Net Income 2024: -$150,2952024

Highlighted filing

2022

Revenue$16,397
Expenses$2,466
Net Income$13,931
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY S KIRKLANDPresident/DirectorPT$0--
ANDREW M SIMS JRTreasurer-$0--
ROBERT E KIRKLAND IVSecretary-$0--
SCOTT M KUCINSKIVP Of Events & Fundraising-$0--
DAVID R FOLSOMDirector-$0--
DUSTIN H DEVOREDirector-$0--
MARSHALL E RUTLANDDirector-$0--
DANIEL E CARRDirector-$0--
RICHARD BACKUSDirector-$0--
ANDREW M SIMS SRDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sotherly Foundation
EIN
47-4140093
Phone
7572295648
Address
306 S HENRY STREET, WILLIAMSBURG, VA 23185-4107

Signing Officer

Name
Andrew M Sims
Title
Treasurer
Phone
7572295648
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Pbmares Llp
Address
701 TOWN CENTER DRIVE SUITE 900, NEWPORT NEWS, VA 23606
Preparer
Jennifer N French CPA
Phone
7578731587
Raw XML Appendix355 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SOTHERLY HOTELS INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0306 S HENRY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILLIAMSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0231854107
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07572295648
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0SOTHERLYFOUNDATION.COM
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ASHLEY KIRKLAND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07572295648
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0231854107
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0616
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt079969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt076078
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt071088
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0132693
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03519
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt079969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027110
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0616
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0203781
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0208771
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DREW SIMS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0207 WEST QUEENS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WILLIAMSBURG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023185
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER G&A EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1135
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW M SIMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07572295648
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SOTHERLY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SOTH
ReturnHeader/Filer/EIN0474140093
ReturnHeader/Filer/PhoneNum07572295648
ReturnHeader/Filer/USAddress/AddressLine1Txt0306 S HENRY STREET
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0231854107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540737372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBMARES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 TOWN CENTER DRIVE SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT NEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023606
ReturnHeader/PreparerPersonGrp/PhoneNum07578731587
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER N FRENCH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-10T13:14:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,228
Liabilities
$1
Net assets
$129,228
Revenue
$16,397
Expenses
$2,466
Net income
$13,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.90$2.40$1.50
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.65$0.03$0.63
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.16$0.02$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.31$0.30$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12$0.09$0.03
2019Summary only. Only limited summary data is available for this year.$1.11$0.00$1.06$0.86$0.20