Historic Sotterley INC FY2021 filing

Tax-deductible

Hollywood, MD501(c)(3)Since 1969EIN 52-6037721Revenue $719K in FY2021

On file with the IRSsotterley.orgPo Box 67, 20636-0067 · Hollywood, MDTax-exempt since Jul 1964Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$44K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$44K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $53K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$114K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$719K
-28% vs prior year
Spent
$844K
To programs
82%
Net assets
$2.9M
By yearFY2020–FY2025
Revenue
$719K
FY2021▼ -28%
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
$844K
FY2021▼ -6%
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
$2.9M
FY2021▼ -4%
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 FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

82 cents of each dollar spent went to programs.

Program services 82% · $689K Management & general 13% · $110K Fundraising 5% · $45K

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

17 people listed on the 990; $44K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$44,423Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 →

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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.

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Provided by the organization

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3 programs · $689K · in their own filed words · FY2020
01

Exhibits and exhibitions sotterley plantations numerous historic buildings, collections pieces, and environment provide a backdrop for the interpretation of this 300 year old national historic landmark.

$476Kprogram expense
02

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 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…

$134Kprogram expense
03

Visitor 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.

$79Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$719K
Ln 12
Gifts and grantsLn 1h$669K
Fees for servicesLn 2g$26K
Other incomeLn 4–11$23K
Money outPt IX
$844K
Ln 25
Programscol B$689K
Managementcol C$110K
Fundraisingcol D$45K
Owns and owesPt X
$2.9M
net assets · Ln 32
Cash and savingsLn 1–2$455K
Total assetsLn 16$3.1M
LiabilitiesLn 26$114K
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$669K
Government grantsLn 1e$111K
Fundraising eventsLn 1c$59K
Fees for servicesLn 2g$26K
Investment incomeLn 3$382
Other incomeLn 4–11$23K
Total revenueLn 12$719K
Assets in detailPt X, end of year
CashLn 1$110K
SavingsLn 2$345K
Cash and savings togetherLn 1–2$455K
InvestmentsLn 11–13$54K
Land, buildings, equipmentLn 10c$2.3M
Other assetsLn 15$204K
Total assetsLn 16$3.1M
LiabilitiesLn 26$114K
Net assetsLn 32$2.9M
OperationsPt I, VI
EmployeesI 513
VolunteersI 6275
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$279K$455K
InvestmentsLn 11–13$48K$54K
Land, buildings, equipmentLn 10c$2.4M$2.3M
Total assetsLn 16$3.2M$3.1M
LiabilitiesLn 26$106K$114K
Net assetsLn 32$3.1M$2.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$30K$30K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$55K$41K$7K$7K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$285K$216K$34K$34K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$8K$6K$956$956
Payroll taxesLn 10$28K$21K$3K$3K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$15K$9K$6K
Advertising and promotionLn 12$565$565
Office expensesLn 13$16K$44$16K
Information technologyLn 14$10K$10K
RoyaltiesLn 15$0
OccupancyLn 16$27K$26K$298
TravelLn 17$371$371
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$104K$83K$21K
InsuranceLn 23$31K$27K$4K
Other expenses (24a–d)Ln 24$236K$229K$6K
All other expensesLn 24e$0
Total functional expensesLn 25$844K$689K$110K$45K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.9M$1.7M$148K$3.0M 990 PDF
FY2024 $1.2M$1.3M−$35K$2.7M 990 PDF
FY2023 $939K$1.1M−$206K$2.7M 990 PDF
FY2022 $760K$798K−$38K$2.9M 990 PDF
FY2021 Viewing $719K$844K−$125K$2.9M 990 PDF
FY2020 $1.0M$899K$101K$3.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $719,103 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $909,990$669,114
I-9 Program service revenuePrior year $16,399$26,238
I-10 Investment incomePrior year $11,798$382
I-11 Other revenuePrior year $62,120$23,369
I-12 Total revenuePrior year $1,000,307$719,103
I-13 Grants and similar amounts paid$29,701
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $393,365$374,766
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $506,048$439,414
I-18 Total expensesPrior year $899,413$843,881
I-19 Revenue less expensesPrior year $100,894−$124,778
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
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 $719,103 across 10 lines filed
Lines not itemized here account for $13,095 of total revenue; see the IRS return.
VIII-1b Membership dues$59,305
VIII-1c Fundraising events$58,934
VIII-1e Government grants$111,183
VIII-1f All other contributions, gifts and grants$439,692
VIII-1h Total contributions, gifts and grants$669,114
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $26,238$26,238
VIII-3 Investment incomeExcluded from tax $382$382
VIII-6 Net rental income or loss$10,250
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $24$24
VIII-12 Total revenueRelated to mission $26,262 · Excluded from tax $382$719,103
Part IX · Statement of functional expenses $843,881 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $29,701$29,701
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $41,434 · Management $6,542 · Fundraising $6,542$54,518
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $216,401 · Management $34,169 · Fundraising $34,169$284,739
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $6,054 · Management $956 · Fundraising $956$7,966
IX-10 Payroll taxesPrograms $20,933 · Management $3,305 · Fundraising $3,305$27,543
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $8,522 · Management $6,388$14,910
IX-12 Advertising and promotionManagement $565$565
IX-13 Office expensesPrograms $44 · Management $16,113$16,157
IX-14 Information technologyManagement $10,124$10,124
IX-15 Royalties$0
IX-16 OccupancyPrograms $26,322 · Management $298$26,620
IX-17 TravelPrograms $371$371
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $83,456 · Management $20,864$104,320
IX-23 InsurancePrograms $26,532 · Management $4,283$30,815
IX-24 Other expenses (24a–d)Programs $229,050 · Management $6,482$235,532
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $688,820 · Management $110,089 · Fundraising $44,972$843,881
Part X · Balance sheet $3,050,026 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $155,136$110,458
X-2 Savings and temporary cash investmentsStart of year $123,821$344,825
X-3 Pledges and grants receivableStart of year $198,000$4,385
X-8 Inventories for sale or useStart of year $11,616$11,616
X-9 Prepaid expenses and deferred charges$1,209
X-10c Land, buildings and equipment, netStart of year $2,420,714$2,319,854
X-11 Publicly traded securitiesStart of year $48,051$54,084
X-15 Other assetsStart of year $203,595$203,595
X-16 Total assetsStart of year $3,160,933$3,050,026
X-17 Accounts payable and accrued expensesStart of year $26,216$2,084
X-24 Unsecured notes and loans payableStart of year $80,042$112,394
X-26 Total liabilitiesStart of year $106,258$114,478
X-27 Net assets without donor restrictionsStart of year $2,502,104$2,382,977
X-28 Net assets with donor restrictionsStart of year $552,571$552,571
X-32 Total net assets or fund balancesStart of year $3,054,675$2,935,548
X-33 Total liabilities and net assetsStart of year $3,160,933$3,050,026
Part XI · Reconciliation of net assets $2,935,548 net assets at year end
XI-1 Total revenue$719,103
XI-2 Total expenses$843,881
XI-3 Revenue less expenses−$124,778
XI-4 Net assets at start of year$3,054,675
XI-5 Net unrealized gains (losses) on investments$5,651
XI-10 Net assets at end of year$2,935,548

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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