Civic Intelligence

Oatlands Inc

EIN 54-1118635 • 501(c)3 • Leesburg, VA

Profile

To create a shared future by revealing, understanding and preserving the full human, architectural and natural history of oatlands. "oatlands" is oatlands historic house and gardens, a more than (continued on sch. O)

20850 Oatlands Plantation LaneLeesburg, VA 20175-9201

www.oatlands.org

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.24x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$189,692

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 23.2% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

4th percentile

-67%

Faster asset growth than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-26%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$197,442

Down $400,040 (-67%) from 2023

Liabilities

Up

$197,442

Up $67,232 (+52%) from 2023

Net Assets

Down

$0

Down $467,272 (-100%) from 2023

Revenue

Down

$818,117

Down $292,483 (-26%) from 2023

Expenses

Down

$946,110

Down $290,178 (-23%) from 2023

Net Income

Down

-$127,993

Down $2,305 (-1.8%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,434,552Liabilities 2010: $73,803Net Assets 2010: $1,360,7492010Assets 2011: $1,927,048Liabilities 2011: $78,985Net Assets 2011: $1,848,0632011Assets 2012: $1,869,150Liabilities 2012: $66,558Net Assets 2012: $1,802,5922012Assets 2013: $1,239,419Liabilities 2013: $47,480Net Assets 2013: $1,191,9392013Assets 2014: $3,342,148Liabilities 2014: $1,776,552Net Assets 2014: $1,565,5962014Assets 2015: $3,261,896Liabilities 2015: $1,794,802Net Assets 2015: $1,467,0942015Assets 2016: $3,179,188Liabilities 2016: $1,711,605Net Assets 2016: $1,467,5832016Assets 2017: $3,112,699Liabilities 2017: $1,580,375Net Assets 2017: $1,532,3242017Assets 2018: $3,087,288Liabilities 2018: $1,396,859Net Assets 2018: $1,690,4292018Assets 2019: $2,929,260Liabilities 2019: $1,332,596Net Assets 2019: $1,596,6642019Assets 2020: $852,748Liabilities 2020: $202,462Net Assets 2020: $650,2862020Assets 2021: $800,049Liabilities 2021: $348,501Net Assets 2021: $451,5482021Assets 2022: $707,683Liabilities 2022: $114,723Net Assets 2022: $592,9602022Assets 2023: $597,482Liabilities 2023: $130,210Net Assets 2023: $467,2722023Assets 2024: $197,442Liabilities 2024: $197,442Net Assets 2024: $02024

Highlighted filing

2024

Assets$197,442
Liabilities$197,442
Net Assets$0

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,268,1382010Expenses 2011: $1,088,3282011Expenses 2012: $1,281,3302012Revenue 2013: $1,301,948Expenses 2013: $1,233,684Net Income 2013: $68,2642013Revenue 2014: $2,090,302Expenses 2014: $1,466,645Net Income 2014: $623,6572014Revenue 2015: $214,288Expenses 2015: $312,790Net Income 2015: -$98,5022015Revenue 2016: $1,447,139Expenses 2016: $1,446,650Net Income 2016: $4892016Revenue 2017: $1,547,137Expenses 2017: $1,482,396Net Income 2017: $64,7412017Revenue 2018: $1,487,480Expenses 2018: $1,329,375Net Income 2018: $158,1052018Revenue 2019: $1,229,410Expenses 2019: $1,323,175Net Income 2019: -$93,7652019Revenue 2020: $912,263Expenses 2020: $1,335,135Net Income 2020: -$422,8722020Revenue 2021: $746,242Expenses 2021: $953,431Net Income 2021: -$207,1892021Revenue 2022: $1,120,958Expenses 2022: $979,546Net Income 2022: $141,4122022Revenue 2023: $1,110,600Expenses 2023: $1,236,288Net Income 2023: -$125,6882023Revenue 2024: $818,117Expenses 2024: $946,110Net Income 2024: -$127,9932024

Highlighted filing

2024

Revenue$818,117
Expenses$946,110
Net Income-$127,993

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.00$0.82$0.95$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.13$0.47$1.11$1.24$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.11$0.59$1.12$0.98$0.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.35$0.45$0.75$0.95$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.20$0.65$0.91$1.34$0.42
2019Detailed filing. Detailed filing data is available for this year.$2.93$1.33$1.60$1.23$1.32$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.09$1.40$1.69$1.49$1.33$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.11$1.58$1.53$1.55$1.48$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.18$1.71$1.47$1.45$1.45$0.00
2015Summary only. Only limited summary data is available for this year.$3.26$1.79$1.47$0.21$0.31$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.34$1.78$1.57$2.09$1.47$0.62
2013Detailed filing. Detailed filing data is available for this year.$1.24$0.05$1.19$1.30$1.23$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.07$1.80$1.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.08$1.85$1.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.07$1.36$1.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 11, 2025
Return Version
2023v6.0
Gross Receipts
$824,644
Mission and Program Overview

Mission

To create a shared future by revealing, understanding and preserving the full human, architectural and natural history of oatlands. "oatlands" is oatlands historic house and gardens, a more than (continued on sch. O)

Revealing, understanding & preserving the human, architectural & natural history of oatlands.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$298,306--
Cash and Non-Interest-Bearing Accounts$142,970$197,442▲ $54,472
Land, Buildings, and Equipment, Net$121,286--
Inventories for Sale or Use$13,712--
Accounts Receivable$700--
Total Assets$597,482$197,442▼ $400,040
Other Assets Total$20,508--
Liabilities
Other Liabilities$5,103$197,442▲ $192,339
Accounts Payable and Accrued Expenses$69,750--
Deferred Revenue$55,357--
Total Liabilities$130,210$197,442▲ $67,232
Net Assets / Fund Balance
Net Assets With Donor Restrictions$316,649--
Net Assets Without Donor Restrictions$150,623--
Total Net Assets Fund Balance$467,272$0▼ $467,272
Total Liabilities and Net Assets / Fund Balance$597,482$197,442▼ $400,040
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Caleb SchutzFormer CEOFT$177,692$12,000$189,692

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$406,944
Program Service Revenue
$249,126
Investment Income
$43
Other Revenue
$162,004
All Other Contributions
$406,944
Change in Net Assets
$-127,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$628,624
Salaries, Compensation, and Employee Benefits$317,486
Total Fundraising Expense$25,213
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$132,784$47,423$9,485$189,692
Other Salaries and Wages$60,598$21,642$4,328$86,568
Fees for Services Accounting-$86,227-$86,227
Fees for Services Legal-$70,111-$70,111
All Other Expenses$37,039$13,233$2,647$52,919
Fees for Services Other$33,526$11,974$2,395$47,895
Advertising$19,660$7,022$1,404$28,086
Payroll Taxes$18,003$6,430$1,286$25,719
Insurance$16,409$5,860$1,172$23,441
Other Employee Benefits$10,855$3,877$775$15,507
Other Expenses$14,518$8,605$1,721$14,518
Depreciation Depletion$11,454$909-$12,363
Office Expenses$26--$26
Total Functional Expenses$637,584$283,313$25,213$946,110
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to National Trust for Historic P$183,003
Final Executive Director Fee Payable$14,439
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
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, Page 6, Part VI, Line 11B

The irs form 990 is reviewed by the vice chair and acting executive director.

Form 990, Page 6, Part VI, Line 12C

Each board member completes a conflict of interest statement annually disclosing any business relationship conflicts.

Form 990, Page 6, Part VI, Line 15A

Executive committee performs an annual review with the ceo and establishes compensation.

Form 990, Page 6, Part VI, Line 19

The organizational governing documents, irs form 990 and financial statements are kept in the business office and made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Oatlands Inc
EIN
54-1118635
Phone
7037270670
Address
20850 OATLANDS PLANTATION LANE, LEESBURG, VA 20175-9201

Signing Officer

Name
Dr Robert Allen
Title
Vice Chair
Phone
0070372706
Signed
2025-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Robert Allen
Formed
1979
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
15
Volunteers
17

Preparer

Firm
Mitchell Burns & Co Pc
Address
110 E MARKET ST STE 200, LEESBURG, VA 20176
Preparer
Kara J Doyle
Phone
7037774900
Supplemental Narrative

Additional Explanations

Form 990, Part III

400-acre national historic landmark located outside leesburg, va. Members of the public. We enabled a wider community to find and use the information by adding it to the enslaved: peoples of the historical slave trade database. We also enhanced the information available to visitors to oatlands with exhibits on the history of the day family who were enslaved at oatlands and helped establish one of the early post-emancipation black villages. We made the diary of elizabeth o. Carter, loudoun county, virginia, 1860-1872 available to the public for the first time. The document is now available to historians and the general public via amazon. The transcribed and annotated diary is a key source of firsthand information on the day-to-day lives and inter-connections of white and black families associated with oatlands and other grayson and carter family properties. The diary is also a unique and valuable resource for information on climate and weather, farming, events, and historic towns and villages. Historically, walled garden next to the oatlands mansion was interpreted as a 19th century vegetable garden and an early 20th century formal garden. Our extensive research into the garden's 19th century design. Plantings and management showed it was originally a formal garden. We used the research to begin restoring and reinterpreting the garden. We made our new findings and interpretation available to the public through live, guided tours.

Form 990, Part XI, Line 9

Resale merchandise expense accounted for in cogs 6,527 resale merchandise expense accounted for in cogs -6,527 book / tax depreciation difference 12,363 transfer to national trust for historic properties -339,279 total -326,916

Form 990, Page 12, Part XII, Line 2C

The finance committee oversees the annual audit process by selecting and metting with the auditor. The board meets with the auditor annually to review and discuss financial results.

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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW WITH THE CEO AND ESTABLISHES COMPENSATION
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PART III
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