Civic Intelligence

Historic Sotterley Inc

EIN 52-6037721 • 501(c)3 • Hollywood, MD

View Organization Page

Profile

The mission is to preserve, research, and interpret sotterley plantations diverse cultures and environments and to serve the world as an educational, cultural, and community resource.

44300 Sotterley Lane PO Box 67Hollywood, MD 20636

www.sotterley.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

54th percentile

6.3%

Higher net margin than 54% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$53,288

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

6.9%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

33%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$2,893,739

Up $186,487 (+6.9%) from 2023

Liabilities

Up

$75,663

Up $59,584 (+371%) from 2023

Net Assets

Up

$2,818,076

Up $126,903 (+4.7%) from 2023

Operations
Liabilities / Revenue47th percentileNet Margin54th percentile

Revenue

Up

$1,252,309

Up $313,068 (+33%) from 2023

Expenses

Up

$1,173,807

Up $28,156 (+2.5%) from 2023

Net Income

Up

$78,502

Up $284,912 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,470,525Liabilities 2011: $111,844Net Assets 2011: $3,358,6812011Assets 2012: $3,444,520Liabilities 2012: $83,306Net Assets 2012: $3,361,2142012Assets 2013: $3,337,760Liabilities 2013: $68,892Net Assets 2013: $3,268,8682013Assets 2014: $3,221,619Liabilities 2014: $115,260Net Assets 2014: $3,106,3592014Assets 2015: $3,148,381Liabilities 2015: $159,918Net Assets 2015: $2,988,4632015Assets 2016: $3,165,547Liabilities 2016: $132,494Net Assets 2016: $3,033,0532016Assets 2017: $3,049,772Liabilities 2017: $245,300Net Assets 2017: $2,804,4722017Assets 2018: $2,976,129Liabilities 2018: $114,594Net Assets 2018: $2,861,5352018Assets 2019: $3,107,043Liabilities 2019: $155,467Net Assets 2019: $2,951,5762019Assets 2020: $3,160,933Liabilities 2020: $106,258Net Assets 2020: $3,054,6752020Assets 2021: $3,050,026Liabilities 2021: $114,478Net Assets 2021: $2,935,5482021Assets 2022: $2,897,819Liabilities 2022: $236Net Assets 2022: $2,897,5832022Assets 2023: $2,707,252Liabilities 2023: $16,079Net Assets 2023: $2,691,1732023Assets 2024: $2,893,739Liabilities 2024: $75,663Net Assets 2024: $2,818,0762024

Highlighted filing

2024

Assets$2,893,739
Liabilities$75,663
Net Assets$2,818,076
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $613,071Expenses 2011: $654,153Net Income 2011: -$41,0822011Revenue 2012: $866,120Expenses 2012: $862,074Net Income 2012: $4,0462012Revenue 2013: $776,816Expenses 2013: $872,182Net Income 2013: -$95,3662013Revenue 2014: $603,030Expenses 2014: $769,923Net Income 2014: -$166,8932014Revenue 2015: $801,338Expenses 2015: $885,254Net Income 2015: -$83,9162015Revenue 2016: $880,313Expenses 2016: $810,315Net Income 2016: $69,9982016Revenue 2017: $757,078Expenses 2017: $990,704Net Income 2017: -$233,6262017Revenue 2018: $1,176,947Expenses 2018: $1,119,795Net Income 2018: $57,1522018Revenue 2019: $1,099,301Expenses 2019: $1,076,460Net Income 2019: $22,8412019Revenue 2020: $1,000,307Expenses 2020: $899,413Net Income 2020: $100,8942020Revenue 2021: $719,103Expenses 2021: $843,881Net Income 2021: -$124,7782021Revenue 2022: $760,421Expenses 2022: $798,386Net Income 2022: -$37,9652022Revenue 2023: $939,241Expenses 2023: $1,145,651Net Income 2023: -$206,4102023Revenue 2024: $1,252,309Expenses 2024: $1,173,807Net Income 2024: $78,5022024

Highlighted filing

2024

Revenue$1,252,309
Expenses$1,173,807
Net Income$78,502
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,893,739
Liabilities
$75,663
Net assets
$2,818,076
Revenue
$1,252,309
Expenses
$1,173,807
Net income
$78,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.08$2.82$1.25$1.17$0.08
2023Summary only. Only limited summary data is available for this year.$2.71$0.02$2.69$0.94$1.15$0.21
2022Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.76$0.80$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.11$2.94$0.72$0.84$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.16$0.11$3.05$1.00$0.90$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.16$2.95$1.10$1.08$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.11$2.86$1.18$1.12$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.25$2.80$0.76$0.99$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.13$3.03$0.88$0.81$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.16$2.99$0.80$0.89$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.22$0.12$3.11$0.60$0.77$0.17
2013Summary only. Only limited summary data is available for this year.$3.34$0.07$3.27$0.78$0.87$0.10
2012Summary only. Only limited summary data is available for this year.$3.44$0.08$3.36$0.87$0.86$0.00
2011Summary only. Only limited summary data is available for this year.$3.47$0.11$3.36$0.61$0.65$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jul 9, 2025
Return Version
2023v6.0
Gross Receipts
$1,288,360
Mission and Program Overview

Mission

The mission is to preserve, research, and interpret sotterley plantations diverse cultures and environments and to serve the world as an educational, cultural, and community resource.

The mission is to preserve, research, and interpret historic sotterley diverse cultures and environments and to serve the world as an educational, cultural, and community resource.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,099,714$2,201,811▲ $102,097
Cash and Non-Interest-Bearing Accounts$159,434$242,950▲ $83,516
Savings and Temporary Cash Investments$137,868$152,305▲ $14,437
Investments in Publicly Traded Securities$54,084$69,699▲ $15,615
Pledges and Grants Receivable$44,138--
Accounts Receivable-$26,583-
Inventories for Sale or Use$7,210$7,796▲ $586
Prepaid Expenses and Deferred Charges$1,209--
Total Assets$2,707,252$2,893,739▲ $186,487
Other Assets Total$203,595$192,595▼ $11,000
Liabilities
Deferred Revenue-$45,000-
Accounts Payable and Accrued Expenses$16,079$21,486▲ $5,407
Other Liabilities-$9,177-
Total Liabilities$16,079$75,663▲ $59,584
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,388,936$2,709,745▲ $320,809
Net Assets With Donor Restrictions$302,237$108,331▼ $193,906
Total Net Assets Fund Balance$2,691,173$2,818,076▲ $126,903
Total Liabilities and Net Assets / Fund Balance$2,707,252$2,893,739▲ $186,487

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,338,188$1,933,929$3,272,117
Land$655,500-$655,500
Equipment$208,123$307,256$515,379
Other Assets Org$192,595--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$54,084-▲ $15,615-$69,699
2022$54,084---$54,084
2021$54,766-▼ $682-$54,084
2020$48,733-▲ $6,033-$54,766
2019$46,211-▲ $2,522-$48,733
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy EasterlingExecutive DirectorFT$53,288$53,288

Board Members and Trustees

NameTitle
Janice BriscoePresident
Gwendoline BankinsVice President
Bonnie GreenDirector
Elizabeth Plater CroppDirector
Erin BurchDirector
M Arshed JavaidDirector
Mariana NorkDirector
Robert AldridgeDirector
Sally HarwoodDirector
Kelsey BushSecretary
Raymond Dodson JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,190,274
Program Service Revenue
$13,234
Investment Income
$9,053
Other Revenue
$39,748
All Other Contributions
$1,109,097
Change in Net Assets
$78,502

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,252,309
Revenue Not Reported on Form 990
$32,784
Total Revenue per Audited Statements
$1,285,093
Total Revenue per Form 990
$1,252,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$707,635
Salaries, Compensation, and Employee Benefits$466,172
Total Fundraising Expense$91,387
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$278,597$32,990$54,987$366,574
Depreciation Depletion$104,163$26,041-$130,204
Occupancy$115,947--$115,947
Fees for Services Other$64,770$7,283$2,784$74,837
Current Officers, Directors, Trustees, and Key Employees$40,499$4,796$7,993$53,288
Insurance$46,524$4,879-$51,403
Office Expenses$8,486$12,632$14,264$35,382
Payroll Taxes$24,991$2,959$4,932$32,882
Other Employee Benefits$10,204$1,210$2,014$13,428
Other Expenses$6,499$1,315$1,000$6,499
Advertising--$2,345$2,345
Information Technology--$1,068$1,068
Travel$540--$540
Interest-$58-$58
Total Functional Expenses$986,223$96,197$91,387$1,173,807

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,206,591
Expenses per Audited Statements$1,173,807
Total Expenses per Form 990$1,173,807
Expenses Not Reported on Form 990$32,784
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,738
Fundraising Gross Income$34,738
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Hoyer Dinner$52,770$24,124$3,285$20,839
Heritage Festival$12,167$10,614$3,537$7,077
Total Events$64,937$34,738$34,738-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$9,177
Payroll Liabilities-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The executive director and finance manager review the form 990, then submit it to the finance committee who evaluate it and then they present it to the board members.”

Form 990, Part VI, Section B, Line 12C

“The board, directors, and employees sign a conflict of interest policy when they begin work with the organization.”

Form 990, Part VI, Section B, Line 15A

“Compensation for the executive director is determined by board review, the past executive director salaries, and comparable positions region-wide are taken into account. The same procedures with incentive of the executive director into the decision making process for key personnel due to historic sotterleys budget.”

Form 990, Part VI, Section B, Line 15B

“Compensation for the key employee is determined by board review, the past salaries and comparable positions region-wide are taken into account.”

Form 990, Part VI, Section C, Line 19

“The governing documents, financial statements, and form 990 are available upon request.”

Filing and Contact Details

Filer

Filer Name
Historic Sotterley Inc
EIN
52-6037721
Phone
3013732280
Address
44300 SOTTERLEY LANE PO BOX 67, HOLLYWOOD, MD 20636

Signing Officer

Name
Nancy Easterling
Title
Executive Director
Phone
3013732280
Signed
2025-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Easterling
Formed
1969
Legal Domicile
Md
Voting Board Members
11
Independent Board Members
11
Employees
13
Volunteers
285

Preparer

Firm
Alta CPA Group
Address
59 Franklin St 2nd Floor, Annapolis, MD 21401
Preparer
Jeffrey Griffith
Phone
4103495101
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

“Program Service Expenses 44,304, Grants and allocations 0, Revenue 0 OTHER PROGRAMS - 44,304”

Form 990, Part XI, Line 9

“A prior period adjustment of 48,401, was made to adjust to the audited financial statements.”

Form 990, Part I, Line B

“The form 990 is being amended to update the 990 to reflect the auidted financial statements.”

Financial Statement Notes

V 4

“The organizations collection is comprised of the plantation house dating back to 1703, an 1830s slave cabin, numerous other outbuildings and their contents. Sotterley is the only remaining tidewater plantation that is fully open to the public with a full range of visitor activities and educational programs.”

XI 2D

“Netting of cost of goods sold - 1,313”

XII 2D

“Netting of cost of goods sold - 1,313”

Raw XML AppendixShowing 400 of 548 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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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/MissionDesc0THE MISSION IS TO PRESERVE, RESEARCH, AND INTERPRET HISTORIC SOTTERLEY DIVERSE CULTURES AND ENVIRONMENTS AND TO SERVE THE WORLD AS AN EDUCATIONAL, CULTURAL, AND COMMUNITY RESOURCE.
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IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL PROGRAMS HELD AT SOTTERLEY CONTINUE TO SERVE THOUSANDS OF STUDENTS FROM ALL OVER THE STATE OF MARYLAND. NEW SCHOOLS CONTINUED TO BE INTRODUCED TO SOTTERLEYS UNIQUE HANDS ON APPROACH TO LEARNING, AND THE PROGRAMS CONTINUE TO GET OUTSTANDING REVIEWS BY THE MARYLAND DEPARTMENT OF EDUCATION AS WELL AS THE INDIVIDUAL SCHOOLS WHICH HAVE ATTENDED. SOTTERLEY CONTINUALLY REVAMPS ITS PROGRAM TO MATCH THE COMMON CORE STANDARDS USED IN THE SCHOOL SYSTEM, AND A NEW PROGRAM WAS ADDED TO SOTTERLEYS ALREADY IMPRESSIVE LINE UP LOYALIST TO PATRIOT.
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IRS990/ProgSrvcAccomActy3Grp/Desc0VISITOR PROGRAMS HAVE SERVED GUESTS FROM ALL OVER THE UNITED STATES AND INTERNATIONALLY, AND SOTTERLEYS GUESTS HAVE LEARNED ABOUT THE HISTORY OF NOT ONLY THIS SPECIAL SITE, BUT THAT OF OUR REGION AND NATION. ADVANCES HAVE BEEN MADE IN THE INTERPRETIVE PLAN SO THAT IT IS MORE INCLUSIVE OF THE AFRICAN AMERICAN SIDE OF SOTTERLEYS AND OUR NATIONS HISTORY. SOTTERLEYS STORIES ARE NOT ONLY THOSE OF ITS OWNERS, BUT THOSE OF THE ENSLAVED AND FARM LABORERS WHO LIVED AND WORKED ON SITE. SOTTERLEY HAS A WONDERFUL VOLUNTEER BASE THAT MAKES SO MANY OF OUR ACHIEVEMENTS POSSIBLE. SOTTERLEY CONTINUES TO RECRUIT NEW VOLUNTEERS TO WORK AS DOCENTS, WORK IN THE MUSEUM SHOP, WORK IN THE GARDEN GUILD, AND WORK AS OFFICE VOLUNTEERS AND TO SUPPORT SPECIAL EVENTS.
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