Civic Intelligence

Historic Sotterley Inc.

990 • Fiscal year 2017 • EIN 52-6037721

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

Organization ProfileWWW.SOTTERLEY.ORG

View Organization Page

44300 Sotterley Lane PO Box 67Hollywood, MD 20636

(301) 373-2280

Siviq Scores

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

Liabilities / Assets

48th percentile

0.08x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.32x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

10th percentile

-31%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$52,500

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

23rd percentile

-3.7%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$3,049,772

Down $115,775 (-3.7%) from 2016

Net Assets

Down

$2,804,472

Down $228,581 (-7.5%) from 2016

Liabilities

Up

$245,300

Up $112,806 (+85%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin10th percentile

Revenue

Down

$757,078

Down $123,235 (-14%) from 2016

Expenses

Up

$990,704

Up $180,389 (+22%) from 2016

Net Income

Down

-$233,626

Down $303,624 (-434%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$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

2017

Assets$3,049,772
Liabilities$245,300
Net Assets$2,804,472
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$757,078
Expenses$990,704
Net Income-$233,626
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$893,855
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,676,530$2,596,833▼ $79,697
Savings and Temporary Cash Investments$188,820$107,056▼ $81,764
Cash and Non-Interest-Bearing Accounts$14,820$70,281▲ $55,461
Investments in Publicly Traded Securities$43,635$48,189▲ $4,554
Pledges and Grants Receivable$33,829$22,788▼ $11,041
Inventories for Sale or Use$8,236$8,207▼ $29
Accounts Receivable$6,468$2,918▼ $3,550
Prepaid Expenses and Deferred Charges$614$905▲ $291
Total Assets$3,165,547$3,049,772▼ $115,775
Other Assets Total$192,595$192,595→ $0
Liabilities
Unsecured Notes Loans Payable$27,420$98,420▲ $71,000
Accounts Payable and Accrued Expenses$66,160$72,927▲ $6,767
Deferred Revenue$22,685$46,040▲ $23,355
Other Liabilities$13,700$27,487▲ $13,787
Mortgage Notes Payable Secured by Investment Property$2,529$426▼ $2,103
Total Liabilities$132,494$245,300▲ $112,806
Net Assets / Fund Balance
Unrestricted Net Assets$2,768,247$2,631,751▼ $136,496
Temporarily Rstr Net Assets$229,686$137,601▼ $92,085
Permanently Rstr Net Assets$35,120$35,120→ $0
Total Net Assets Fund Balance$3,033,053$2,804,472▼ $228,581
Total Liabilities and Net Assets / Fund Balance$3,165,547$3,049,772▼ $115,775

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,846,099$1,331,348$3,177,447
Land$655,500-$655,500
Equipment$95,234$168,434$263,668
Other Assets Org$192,595--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$44,203-▲ $6,478$2,464$48,217
2015$47,800-▼ $1,154$2,443$44,203
2014$49,449-▲ $829$2,478$47,800
2013$44,637$350▲ $6,921$2,459$49,449
2012$41,207-▲ $3,861$431$44,637
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy EasterlingExecutive DirectorFT$52,500$52,500

Board Members and Trustees

NameTitle
Bert JohnstonPresident
Arshed JavaidDirector
Bob AldridgeDirector
Jan BriscoeDirector
Joe DyerDirector
Julie Burk-greerDirector
Lynn FitrellDirector
Martin CallumDirector
Michael ClaytonDirector
Ray DodsonDirector
Rick TepelDirector
Tom RussellDirector
Trey ProctorDirector
Jimmy BurkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$585,961
Program Service Revenue
$32,288
Investment Income
$12,796
Other Revenue
$126,033
All Other Contributions
$401,843
Change in Net Assets
$-233,626

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$27,203Fair Market Value (FMV) Comparable Goods
Total Noncash Contributions$27,203-

Audited Revenue Reconciliation

Revenue per Audited Statements
$757,078
Revenue Not Reported on Form 990
$34,321
Total Revenue per Audited Statements
$791,399
Total Revenue per Form 990
$757,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$523,118
Other Expenses$467,586
Total Fundraising Expense$88,607
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$332,759$40,814$57,700$431,273
Occupancy$113,625--$113,625
Depreciation Depletion$81,259$19,667-$100,926
Fees for Services Other$67,548-$8,099$75,647
Office Expenses$32,854$25,929$2,553$61,336
Current Officers, Directors, Trustees, and Key Employees$42,232$7,919$2,640$52,791
Payroll Taxes$30,254$3,932$4,868$39,054
Insurance$20,171$4,257-$24,428
Other Expenses$9,866$2,954$10,562$9,866
Fees for Services Accounting-$9,708-$9,708
Interest-$4,053-$4,053
Information Technology-$2,262$60$2,322
Advertising$800$912-$1,712
Conferences and Meetings$248$50$834$1,132
Fees for Service Investment Mgmnt Fees-$701-$701
Total Functional Expenses$788,256$113,841$88,607$990,704

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,019,980
Expenses per Audited Statements$990,704
Total Expenses per Form 990$990,704
Expenses Not Reported on Form 990$29,276
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$162,781
Fundraising Direct Expenses$105,618
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winefest$116,539$60,712$42,359$18,353
Gala$65,032$7,280$10,285$-3,005
Total Events$276,360$106,638$105,618$1,020
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease$27,487
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 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 governing body review Part VI 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.”

Conflict of interest policy compliance Part VI line 12C

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

CEO executive director top management comp Part VI 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.”

Other officer or key employee compensation Part VI line 15B

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

Governing documents etc available to public Part VI 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
Address
44300 SOTTERLEY LANE PO BOX 67, HOLLYWOOD, MD 20636

Signing Officer

Name
Nancy Easterling
Title
Executive Direc
Phone
3013732280
Signed
2018-05-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Bert Johnston
Formed
1964
Legal Domicile
Md
Voting Board Members
14
Independent Board Members
14
Employees
17
Volunteers
290

Preparer

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

Financial Statement Notes

Collections descriptions (Part III, line 4)

“The organizations collection is comprised of the plantation house dating back to 1703, an 1830s slave cabin, numerous other outbuildings adn 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.”

Endowment funds intended uses (Part V, line 4)

“The endowment is intended to provide support to the organization in perpetuity and therefore will be invested with a long-term horizon, with emphasis on a long term, total rate of return.”

Other revenues not included on Form 990 (Part XI, line 2D)

“Cost of goods sold, netted on form 990: 9,039”

Other expenses not included on Form 990 (Part XII, line 2D)

“Cost of goods sold, netted on form 990: 9,039”

Footnote for uncertain tax position under FIN 48 (Part X)

“Historic sotterley, inc. Is exempt from federal and state income taxes under internal revenue code section 501(c)(3). In addition, the organization qualified for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(1).the organizations informational return filings are subject to audit by the internal revenue service, generally for three years after filing.”

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,049,772
Liabilities
$245,300
Net assets
$2,804,472
Revenue
$757,078
Expenses
$990,704
Net income
-$233,626
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
2017Detailed filing. Detailed filing data is available for this year.$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