OATLANDS INC

EIN: 541118635 501(c)(3) Arts, Culture & Humanities

LEESBURG, VA

Total Revenue
$818,117
Total Expenses
$946,110
Total Assets
$197,442
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
VA
Principal Officer
DR ROBERT ALLEN
Phone
7037270670
Tax Period
2023-04-01 to 2024-03-31

OATLANDS INC, founded in 1979, is a small nonprofit in the Arts, Culture & Humanities sector that reported $818K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $946K exceeded revenue, resulting in a 16% operating deficit.

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)

Program Service Accomplishments

Program 1
Expenses: $637,584 Revenue: $249,126

OATLANDS HISTORY IS AMERICAN HISTORY. BETWEEN 1727 AND 1964, THE PROPERTY WAS RESIDENCE TO A SUCCESSION OF TENANT FARMERS, INFLUENTIAL FAMILIES, SERVANTS, AND WORKERS, INCLUDING OVER 150 PEOPLE WHO...

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OATLANDS HISTORY IS AMERICAN HISTORY. BETWEEN 1727 AND 1964, THE PROPERTY WAS RESIDENCE TO A SUCCESSION OF TENANT FARMERS, INFLUENTIAL FAMILIES, SERVANTS, AND WORKERS, INCLUDING OVER 150 PEOPLE WHO WERE ENSLAVED. WE CONTINUED OUR RESEARCH TO RECLAIM THE CONTRASTING, YET INSEPARABLE, HISTORIES OF THE PROPERTY'S RESIDENTS. THE MANOR HOUSE, FORMAL GARDENS, DEPENDENCIES AND OUTBUILDINGS OF ONE OF AMERICA'S MOST ELABORABLE FEDERAL- ERA COUNTY ESTATES PROVIDED VISUAL CONTEXT FOR THE FORMER RESIDENTS' STORIES. OUR RECLAIM YOUR STORY PROGRAM IS DESIGNED TO GROW OUR UNDERSTANDING OF PEOPLE WHO WERE ENSLAVED AT OATLANDS AND OTHER CARTER AND GRAYSON FAMILY PROPERTIES AND TO OFFER THAT KNOWLEDGE TO DESCENDANTS, HISTORIANS AND OTHER (CONTINUED ON SCH.O)

Program 2

OATLANDS' AMPLE SPACE AND QUIET PLACES OF SOLITUDE PROVIDE A SANCTUARY THAT ENABLES EACH VISITOR TO CONDUCT THEIR OWN, PERSONAL EXPLORATION OF HISTORY AND THE OUTDOORS. AN EVER CHANGING TAPESTRY OF...

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OATLANDS' AMPLE SPACE AND QUIET PLACES OF SOLITUDE PROVIDE A SANCTUARY THAT ENABLES EACH VISITOR TO CONDUCT THEIR OWN, PERSONAL EXPLORATION OF HISTORY AND THE OUTDOORS. AN EVER CHANGING TAPESTRY OF SIGHTS, SOUNDS AND FRAGRANCES IN THE MEADOWS, WOODLANDS AND GARDENS ALSO PROVIDE A RICH AND VARIED OUTDOOR EXPERIENCE YEAR-ROUND. THE OPPORTUNITY TO OATLANDS CONTINUED ITS SUBSTANTIAL INVESTMENT IN PRESERVING THE ENABLE THE PUBLIC TO ENJOY OPEN SPACE, BEAUTIFUL SETTINGS AND NATURE WERE ESPECIALLY IMPORTANT DURING THE PANDEMIC. WE OFFICIALLY OPENED SEVEN MILES OF PUBLICLY AVAILABLE WALKING, RUNNING, BIKING AND EQUESTRIAN TRAILS AS WELL AS AREAS WHERE FAMILIES COULD PICNIC. WE OPENED OATLANDS TO THE PUBLIC YEAR-ROUND FOR THE FIRST TIME RATHER THAN CLOSING FOR THREE MONTHS DURING THE WINTER.

Program 3

OATLANDS CONTINUED ITS SUBSTANTIAL INVESTMENT IN PRESERVING THE BUILDINGS AND GROUNDS OF THE PROPERTY, INCLUDING OUR 100 TO 250 YEAR OLD SPECIMEN TREES. FOR THE FIRST TIME IN MANY YEARS, ARBORISTS...

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OATLANDS CONTINUED ITS SUBSTANTIAL INVESTMENT IN PRESERVING THE BUILDINGS AND GROUNDS OF THE PROPERTY, INCLUDING OUR 100 TO 250 YEAR OLD SPECIMEN TREES. FOR THE FIRST TIME IN MANY YEARS, ARBORISTS CATALOGED, SURVEYED THE HEALTH OF AND CARED FOR TREES. CONTINUING IMPROVEMENTS WERE ALSO MADE TO THE MANSION, INCLUDING ITS RESTORING ITS WINDOWS WHICH HAD BEEN NAILED AND PAINTED SHUT. REOPENING THE WINDOWS IMPROVED AIRFLOW, HELPING TO PRESERVE THE STRUCTURAL INTEGRITY OF THE MANSION.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $406,944
Program Service Revenue $249,126
Investment Income $43
Other Revenue $162,004
TOTAL REVENUE $818,117

Expense Breakdown

Grants Paid $0
Salaries & Benefits $317,486
Fundraising Expenses $25,213
Program Expenses $637,584
Other Expenses $628,624
TOTAL EXPENSES $946,110

Year-over-Year Comparison

2023 2022 Change
Revenue $818,117 $1,110,600 -0.3%
Expenses $946,110 $1,236,288 -0.2%
Net Income $-127,993 $-125,688 +0.0%
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
10
Independent Members
10
Employees
15
Volunteers
17

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
1
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR ROBERT ALLEN VICE CHAIR 1.00
Officer Director
$0 $0 $0
RENEE HAMILTON DIRECTOR 1.00
Director
$0 $0 $0
DAVE JONES DIRECTOR 1.00
Director
$0 $0 $0
PAMELA JONES DIRECTOR 1.00
Director
$0 $0 $0
RORY MAYNARD DIRECTOR 1.00
Director
$0 $0 $0
KATY REED DIRECTOR 1.00
Director
$0 $0 $0
BONNIE ASHBY SEWELL DIRECTOR 1.00
Director
$0 $0 $0
DARRYL A SIMON DIRECTOR 1.00
Director
$0 $0 $0
KATHARINE STEWART DIRECTOR 1.00
Director
$0 $0 $0
CATRICE VANDROSS DIRECTOR 1.00
Director
$0 $0 $0
ELIZABETH BETSY MERRITT EX-OFFICIO 1.00
Director
$0 $0 $0
CALEB SCHUTZ FORMER CEO 40.00
$177,692 $12,000 $189,692
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 $818,117 $946,110 $197,442 $-127,993
2023 $1,110,600 $1,236,288 $597,482 $-125,688
2022 $1,120,958 $979,546 $707,683 $141,412
2021 $746,242 $953,431 $800,049 $-207,189
2020 $912,263 $1,335,135 $852,748 $-422,872
2019 $1,229,410 $1,323,175 $2,929,260 $-93,765
2018 $1,487,480 $1,329,375 $3,087,288 $158,105
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