Civic Intelligence

Historic Sotterley Inc.

990 • Fiscal year 2021 • EIN 52-6037721

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

42nd percentile

0.04x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.16x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

12th percentile

-17%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$44,423

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

16th percentile

-3.5%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-28%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$3,050,026

Down $110,907 (-3.5%) from 2020

Net Assets

Down

$2,935,548

Down $119,127 (-3.9%) from 2020

Liabilities

Up

$114,478

Up $8,220 (+7.7%) from 2020

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin12th percentile

Revenue

Down

$719,103

Down $281,204 (-28%) from 2020

Expenses

Down

$843,881

Down $55,532 (-6.2%) from 2020

Net Income

Down

-$124,778

Down $225,672 (-224%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2021

Assets$3,050,026
Liabilities$114,478
Net Assets$2,935,548
Open 2021 Filing

Operations Trend

Revenue Growth10th 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

2021

Revenue$719,103
Expenses$843,881
Net Income-$124,778
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$731,322
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$2,420,714$2,319,854▼ $100,860
Savings and Temporary Cash Investments$123,821$344,825▲ $221,004
Cash and Non-Interest-Bearing Accounts$155,136$110,458▼ $44,678
Investments in Publicly Traded Securities$48,051$54,084▲ $6,033
Inventories for Sale or Use$11,616$11,616→ $0
Pledges and Grants Receivable$198,000$4,385▼ $193,615
Prepaid Expenses and Deferred Charges-$1,209-
Total Assets$3,160,933$3,050,026▼ $110,907
Other Assets Total$203,595$203,595→ $0
Liabilities
Unsecured Notes Loans Payable$80,042$112,394▲ $32,352
Accounts Payable and Accrued Expenses$26,216$2,084▼ $24,132
Total Liabilities$106,258$114,478▲ $8,220
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,502,104$2,382,977▼ $119,127
Net Assets With Donor Restrictions$552,571$552,571→ $0
Total Net Assets Fund Balance$3,054,675$2,935,548▼ $119,127
Total Liabilities and Net Assets / Fund Balance$3,160,933$3,050,026▼ $110,907

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,645,308$1,626,809$3,272,117
Land$655,500-$655,500
Equipment$19,046$264,032$283,078
Other Assets Org$11,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$48,733-▲ $6,033-$54,766
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
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Nancy EasterlingExecutive DirectorFT$44,423$44,423

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$669,114
Program Service Revenue
$26,238
Investment Income
$382
Other Revenue
$23,369
All Other Contributions
$439,692
Change in Net Assets
$-124,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$439,414
Salaries, Compensation, and Employee Benefits$374,766
Total Fundraising Expense$44,972
Grants and Similar Amounts Paid$29,701
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$216,401$34,169$34,169$284,739
Depreciation Depletion$83,456$20,864-$104,320
Current Officers, Directors, Trustees, and Key Employees$41,434$6,542$6,542$54,518
Other Expenses$46,775$6,482-$46,775
Insurance$26,532$4,283-$30,815
Grants to Domestic Orgs$29,701--$29,701
Payroll Taxes$20,933$3,305$3,305$27,543
Occupancy$26,322$298-$26,620
Office Expenses$44$16,113-$16,157
Fees for Services Other$8,522$6,388-$14,910
Information Technology-$10,124-$10,124
Other Employee Benefits$6,054$956$956$7,966
Advertising-$565-$565
Travel$371--$371
Total Functional Expenses$688,820$110,089$44,972$843,881
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Marys College of MarylandSt Marys City, MDC3General Support$29,701
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,615
Fundraising Gross Income$8,615
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$67,549$8,615$924$7,691
Total Events$67,549$8,615$8,615-
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Johnston
Formed
1969
Legal Domicile
Md
Voting Board Members
16
Independent Board Members
16
Employees
18
Volunteers
16

Preparer

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

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.”

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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
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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/ProgSrvcAccomActy2Grp/GrantAmt029701
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

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,050,026
Liabilities
$114,478
Net assets
$2,935,548
Revenue
$719,103
Expenses
$843,881
Net income
-$124,778
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
2021Detailed filing. Detailed filing data is available for this year.$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