Historic Sotterley INC

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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.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-6037721) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 275 volunteers and 13 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $26K a year · 2% of revenue · last 6 filings
A surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
85% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$54K
to officers and key staff · 3% of spending
Pay to officers and key staff is 3% of spending.
Part VII, Section A
4.9 mo
of spending, in cash
4.9 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $53K
5 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$249K
8% of total assets
Liabilities are 8% of assets.
Pt X · Ln 26
Independent board members
11
of 11 voting members
11 of 11 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.9M
+52% vs prior year
Spent
$1.7M
To programs
85%
Net assets
$3.0M
By yearFY2020–FY2025
Revenue
$1.9M
FY2025▲ +52%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.0M
FY2021$719K
FY2022$760K
FY2023$939K
FY2024$1.2M
FY2025$1.9M
Expenses
$1.7M
FY2025▲ +36%
Tap a bar for its year
Expenses by fiscal year
FY2020$899K
FY2021$844K
FY2022$798K
FY2023$1.1M
FY2024$1.3M
FY2025$1.7M
Net assets
$3.0M
FY2025▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.1M
FY2021$2.9M
FY2022$2.9M
FY2023$2.7M
FY2024$2.7M
FY2025$3.0M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.5M Management & general 12% · $200K Fundraising 3% · $51K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $54K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Director
$54,075Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Nancy Easterling$54,075$53,288$52,500$52,500$44,423$46,442

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Historic Sotterley INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and interprets diverse cultures and environments, serving as an educational and community resource.

Questions for Historic Sotterley INC

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3 programs · $1.4M · in their own filed words · FY2024
01

Exhibits and Exhibitions

Historic Sotterley numerous Historic buildings, collections pieces, and environment provide a backdrop for the interpretation of this 300 year old national Historic landmark. Additionally, our visitor center contains spaces dedicated to interpretation, with interpretive panels, exhibits, and videos about the site.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-6037721) · Dispute this line
$1.1Mprogram expense
02

Visitor programs have served guests from all over the United States and internationally, and sotterley's guests have learned about the history of not only this special site, but that of our region and nation.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-6037721) · Dispute this line
$196Kprogram expense
03

Educational programs held at Sotterley continue to serve thousands of students from all over the state of maryland. New schools continued to be introduced to sotterley's 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…

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-6037721) · Dispute this line
$122Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 5 funders →
Grants paid · 1 grant · $30K · 2020–2020

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.9M
Other incomeLn 4–11$13K
Fees for servicesLn 2g$11K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.5M
Managementcol C$200K
Fundraisingcol D$51K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$707K
Total assetsLn 16$3.2M
LiabilitiesLn 26$249K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$1.4M
Noncash giftsLn 1g$65K
Fundraising eventsLn 1c$28K
Fees for servicesLn 2g$11K
Investment incomeLn 3$995
Other incomeLn 4–11$13K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$545K
SavingsLn 2$163K
Cash and savings togetherLn 1–2$707K
Pledges and grants receivableLn 3$12K
Inventories for sale or useLn 8$9K
Land, buildings, equipmentLn 10c$2.2M
InvestmentsLn 11–13$89K
Other assetsLn 15$208K
Total assetsLn 16$3.2M
LiabilitiesLn 26$249K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 513
VolunteersI 6275
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$65K
EndowmentSch D · Pt V
LineFY25FY24FY23FY22FY21
End of yearLn 1g$89K$70K$54K$54K$55K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$395K$707K
InvestmentsLn 11–13$70K$89K
Land, buildings, equipmentLn 10c$2.2M$2.2M
Total assetsLn 16$2.9M$3.2M
LiabilitiesLn 26$76K$249K
Net assetsLn 32$2.8M$3.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$58K$41K$9K$9K
Other salaries and wagesLn 7$303K$234K$32K$38K
Other employee benefitsLn 9$5K$5K
Payroll taxesLn 10$25K$19K$3K$3K
Management feesLn 11a$48K$48K$48
Other fees for servicesLn 11g$97K$94K$4K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$131K$102K$28K$2K
OccupancyLn 16$91K$91K
TravelLn 17$120$120
InterestLn 20$216$216
InsuranceLn 23$55K$52K$4K
Other expenses (24a–d)Ln 24$905K$888K$17K
Total functional expensesLn 25$1.7M$1.5M$200K$51K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Jul 29, 2026 $1.9M$1.7M$148K$3.0M 990 PDF
FY2024Filed with the IRS May 15, 2025 $1.2M$1.3M−$35K$2.7M 990 PDF
FY2023Filed with the IRS May 11, 2024 $939K$1.1M−$206K$2.7M 990 PDF
FY2022Filed with the IRS May 11, 2024 $760K$798K−$38K$2.9M 990 PDF
FY2021Filed with the IRS May 16, 2022 $719K$844K−$125K$2.9M 990 PDF
FY2020Filed with the IRS May 14, 2021 $1.0M$899K$101K$3.1M 990 PDF

Schedules filed Part IV

A · Public support B · Donors D · Assets and endowments G · Fundraising M · Noncash O · Explanations
See the full FY2025 990
Part I · Summary $1,876,303 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,190,274$1,851,838
I-9 Program service revenuePrior year $13,234$10,859
I-10 Investment incomePrior year $9,053$995
I-11 Other revenuePrior year $39,748$12,611
I-12 Total revenuePrior year $1,252,309$1,876,303
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $466,172$391,409
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $707,635$1,336,677
I-18 Total expensesPrior year $1,173,807$1,728,086
I-19 Revenue less expensesPrior year $78,502$148,217
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,876,303 across 10 lines filed
Lines not itemized here account for $12,611 of total revenue; see the IRS return.
VIII-1b Membership dues$72,996
VIII-1c Fundraising events$27,837
VIII-1e Government grants$1,410,991
VIII-1f All other contributions, gifts and grants$340,014
VIII-1g Noncash contributions (included above)$64,899
VIII-1h Total contributions, gifts and grants$1,851,838
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,859$10,859
VIII-3 Investment incomeExcluded from tax $995$995
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $23,470 · Unrelated business $0 · Excluded from tax $995$1,876,303
Part IX · Statement of functional expenses $1,728,086 across 13 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $40,695 · Management $8,720 · Fundraising $8,720$58,135
IX-7 Other salaries and wagesPrograms $233,953 · Management $31,738 · Fundraising $37,552$303,243
IX-9 Other employee benefitsManagement $4,864$4,864
IX-10 Payroll taxesPrograms $19,127 · Management $3,020 · Fundraising $3,020$25,167
IX-11a Management feesPrograms $48,000 · Management $48$48,048
IX-11g Other fees for servicesPrograms $93,594 · Management $3,608$97,202
IX-12 Advertising and promotionManagement $8,591$8,591
IX-13 Office expensesPrograms $101,728 · Management $28,101 · Fundraising $1,585$131,414
IX-16 OccupancyManagement $90,790$90,790
IX-17 TravelPrograms $120$120
IX-20 InterestManagement $216$216
IX-23 InsurancePrograms $51,751 · Management $3,647$55,398
IX-24 Other expenses (24a–d)Programs $888,216 · Management $16,682$904,898
IX-25 Total functional expensesPrograms $1,477,184 · Management $200,025 · Fundraising $50,877$1,728,086
Part X · Balance sheet $3,233,514 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $242,950$544,546
X-2 Savings and temporary cash investmentsStart of year $152,305$162,685
X-3 Pledges and grants receivable$11,635
X-8 Inventories for sale or useStart of year $7,796$8,948
X-10c Land, buildings and equipment, netStart of year $2,201,811$2,208,811
X-11 Publicly traded securitiesStart of year $69,699$89,346
X-15 Other assetsStart of year $192,595$207,543
X-16 Total assetsStart of year $2,893,739$3,233,514
X-17 Accounts payable and accrued expensesStart of year $21,486$191,894
X-19 Deferred revenueStart of year $45,000$56,676
X-25 Other liabilitiesStart of year $9,177$0
X-26 Total liabilitiesStart of year $75,663$248,570
X-27 Net assets without donor restrictionsStart of year $2,709,745$2,876,613
X-28 Net assets with donor restrictionsStart of year $108,331$108,331
X-32 Total net assets or fund balancesStart of year $2,818,076$2,984,944
X-33 Total liabilities and net assetsStart of year $2,893,739$3,233,514
Part XI · Reconciliation of net assets $2,984,944 net assets at year end
XI-1 Total revenue$1,876,303
XI-2 Total expenses$1,728,086
XI-3 Revenue less expenses$148,217
XI-4 Net assets at start of year$2,818,076
XI-5 Net unrealized gains (losses) on investments$18,651
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,984,944

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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