HISTORIC SOTTERLEY INC

EIN: 526037721 501(c)(3)

HOLLYWOOD, MD

Total Revenue
$1,252,309
Total Expenses
$1,173,807
Total Assets
$2,893,739
Net Assets
$2,818,076
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
MD
Principal Officer
NANCY EASTERLING
Phone
3013732280
Tax Period
2023-07-01 to 2024-06-30

HISTORIC SOTTERLEY INC, founded in 1969, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $1.2M left a modest 6% surplus.

Mission

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.

Program Service Accomplishments

Program 1
Expenses: $716,841 Revenue: $13,234

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...

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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. TWO NEW EXHIBITS ARE NOW LOCATED IN THE CORN CRIB AND THE SLAVE CABIN AND BOTH HELP TO CONVEY A MORE COMPLETE UNDERSTANDING OF SOTTERLEYS HISTORY AND OF THE LIVES OF THE WHITE, BLACK, FREE, AND ENSLAVED PERSONS WHO LIVED HERE.

Program 2
Expenses: $145,970

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...

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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 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.

Program 3
Expenses: $79,108

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...

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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. 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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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,190,274
Program Service Revenue $13,234
Investment Income $9,053
Other Revenue $39,748
TOTAL REVENUE $1,252,309

Expense Breakdown

Grants Paid $0
Salaries & Benefits $466,172
Fundraising Expenses $91,387
Program Expenses $986,223
Other Expenses $707,635
TOTAL EXPENSES $1,173,807

Year-over-Year Comparison

2023 2022 Change
Revenue $1,252,309 $939,241 +0.3%
Expenses $1,173,807 $1,145,651 +0.0%
Net Income $78,502 $-206,410 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
13
Volunteers
285

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$53,288
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NANCY EASTERLING EXECUTIVE DIRECTOR 040.00
Officer
$53,288 $0 $53,288
JANICE BRISCOE PRESIDENT 001.00
Officer Director
$0 $0 $0
GWENDOLINE BANKINS VICE PRESIDENT 001.00
Officer Director
$0 $0 $0
KELSEY BUSH SECRETARY 001.00
Officer Director
$0 $0 $0
RAYMOND DODSON JR TREASURER 001.00
Officer Director
$0 $0 $0
ROBERT ALDRIDGE DIRECTOR 001.00
Director
$0 $0 $0
ERIN BURCH DIRECTOR 001.00
Director
$0 $0 $0
BONNIE GREEN DIRECTOR 001.00
Director
$0 $0 $0
SALLY HARWOOD DIRECTOR 001.00
Director
$0 $0 $0
M ARSHED JAVAID DIRECTOR 001.00
Director
$0 $0 $0
MARIANA NORK DIRECTOR 001.00
Director
$0 $0 $0
ELIZABETH PLATER CROPP DIRECTOR 001.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,252,309 $1,173,807 $2,893,739 $78,502
2024 No data No data No data No data
2023 $939,241 $1,145,651 $2,707,252 $-206,410
2022 $760,421 $798,386 $2,897,819 $-37,965
2021 $719,103 $843,881 $3,050,026 $-124,778
2020 $1,000,307 $899,413 $3,160,933 $100,894
2019 $1,099,301 $1,076,460 $3,107,043 $22,841
2018 $1,176,947 $1,119,795 $2,976,129 $57,152
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