Civic Intelligence

Historic Sotterley Inc.

990 • Fiscal year 2020 • EIN 52-6037721

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

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

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.11x

Higher debt load relative to revenue than 45% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

59th percentile

10%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$46,442

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

38th percentile

1.7%

Faster asset growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-9.0%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$3,160,933

Up $53,890 (+1.7%) from 2019

Net Assets

Up

$3,054,675

Up $103,099 (+3.5%) from 2019

Liabilities

Down

$106,258

Down $49,209 (-32%) from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin59th percentile

Revenue

Down

$1,000,307

Down $98,994 (-9.0%) from 2019

Expenses

Down

$899,413

Down $177,047 (-16%) from 2019

Net Income

Up

$100,894

Up $78,053 (+342%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2020

Assets$3,160,933
Liabilities$106,258
Net Assets$3,054,675
Open 2020 Filing

Operations Trend

Revenue Growth34th 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

2020

Revenue$1,000,307
Expenses$899,413
Net Income$100,894
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.1
Gross Receipts
$1,096,981
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$2,506,129$2,420,714▼ $85,415
Pledges and Grants Receivable$195,783$198,000▲ $2,217
Cash and Non-Interest-Bearing Accounts$66,819$155,136▲ $88,317
Savings and Temporary Cash Investments$76,405$123,821▲ $47,416
Investments in Publicly Traded Securities$45,574$48,051▲ $2,477
Inventories for Sale or Use$11,616$11,616→ $0
Accounts Receivable$1,087--
Prepaid Expenses and Deferred Charges$35--
Total Assets$3,107,043$3,160,933▲ $53,890
Other Assets Total$203,595$203,595→ $0
Liabilities
Deferred Revenue$11,910$80,042▲ $68,132
Accounts Payable and Accrued Expenses$139,252$26,216▼ $113,036
Other Liabilities$4,305--
Total Liabilities$155,467$106,258▼ $49,209
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,561,035$2,502,104▼ $58,931
Net Assets With Donor Restrictions$390,541$552,571▲ $162,030
Total Net Assets Fund Balance$2,951,576$3,054,675▲ $103,099
Total Liabilities and Net Assets / Fund Balance$3,107,043$3,160,933▲ $53,890

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,729,205$1,542,912$3,272,117
Land$655,500-$655,500
Equipment$36,009$243,609$279,618
Other Assets Org$11,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$46,211-▲ $2,522-$48,733
2018$44,819-▲ $1,392-$46,211
2017$48,217-▲ $4,094$7,492$44,819
2016$44,203-▲ $6,478$2,464$48,217
2015$47,800-▼ $1,154$2,443$44,203
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy EasterlingExecutive DirectorFT$46,442$46,442

Board Members and Trustees

NameTitle
Charles JohnstonPresident
Janice BriscoeVice President
Arshed JavaidDirector
Bonnie GreenDirector
Donald BarberDirector
Gina GilliamDirector
Gregory Proctor IiiDirector
Gwendoline BankinsDirector
John FelicitasDirector
Julie Burk GreerDirector
Martin CallumDirector
Michael ClaytonDirector
Raymond Dodson JrDirector
Robert AldridgeDirector
Lynn FitrellSecretary
James BurkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$909,990
Program Service Revenue
$16,399
Investment Income
$11,798
Other Revenue
$62,120
All Other Contributions
$779,379
Change in Net Assets
$100,894

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,000,307
Revenue Not Reported on Form 990
$156,943
Total Revenue per Audited Statements
$1,157,250
Total Revenue per Form 990
$1,000,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$506,048
Salaries, Compensation, and Employee Benefits$393,365
Total Fundraising Expense$48,296
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$233,871$36,927$36,927$307,725
Occupancy$164,112$1,857-$165,969
Other Expenses$129,330$9,066-$129,330
Depreciation Depletion$70,692$17,673-$88,365
Current Officers, Directors, Trustees, and Key Employees$33,761$5,331$5,331$44,423
Payroll Taxes$22,247$3,513$3,513$29,273
Insurance$23,580$3,806-$27,386
Fees for Services Other$13,453$11,434-$24,887
Office Expenses$7,580$14,637$1,092$23,309
Other Employee Benefits$9,078$1,433$1,433$11,944
Travel$9,494--$9,494
Advertising-$1,998-$1,998
Interest-$346-$346
Total Functional Expenses$743,096$108,021$48,296$899,413

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,054,151
Expenses per Audited Statements$899,413
Total Expenses per Form 990$899,413
Expenses Not Reported on Form 990$154,738
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$135,588
Fundraising Direct Expenses$90,870
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winefest$117,730$89,880$22,224$67,656
Dinner$52,700$22,083$1,370$20,713
Total Events$225,075$135,588$90,870$44,718
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-
Capital Lease-
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
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
Signed
2021-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Johnston
Formed
1969
Legal Domicile
Md
Voting Board Members
18
Independent Board Members
18
Employees
18
Volunteers
200

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 62,192, Grants and allocations 0, Revenue 0 OTHER PROGRAMS 62,192”

Financial Statement Notes

III 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.”

V 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.”

X 2

“Historic sotterley, inc. Is exempt from federal and state income taxes under internal revenue code section 501c3. In addition, the organization qualified for the charitable contribution deduction under section 170b1a and has been classified as an organization that is not a private foundation under section 509a1. The organizations informational return filings are subject to audit by the internal revenue service, generally for three years after filing.”

XI 2D

“Net of cost of sales of 5,804”

XII 2D

“Net of cost of sales of 5,804”

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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/PrincipalOfficerNm0CHARLES JOHNSTON
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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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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,160,933
Liabilities
$106,258
Net assets
$3,054,675
Revenue
$1,000,307
Expenses
$899,413
Net income
$100,894
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
2020Detailed filing. Detailed filing data is available for this year.$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