2026-07-29T10:05:04-05:00 2025-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2024-07-01 526037721 HISTORIC SOTTERLEY INC HIST 3013732280 44300 SOTTERLEY LANE PO BOX 67 HOLLYWOOD MD 20636 SALLY HARWOOD TREASURER 3013732280 2026-07-29 1 0 LISA JOHNSON P01250416 4106855512 2026-07-28 2024 2025-03-06 01:10:19Z SALLY HARWOOD 44300 SOTTERLEY LANE PO BOX 67 HOLLYWOOD MD 20636 1924080 0 X HTTPS://SOTTERLEY.ORG/ X 1969 MD 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. 11 11 13 275 0 0 1190274 1851838 13234 10859 9053 995 39748 12611 1252309 1876303 0 0 0 0 466172 391409 0 0 50877 707635 1336677 1173807 1728086 78502 148217 2893739 3233514 75663 248570 2818076 2984944 X 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. 0 0 1097302 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 SOTTERLEY'S HISTORY AND OF THE LIVES OF THE WHITE, BLACK, FREE, AND ENSLAVED PERSONS WHO LIVEDHERE. 122202 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 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 SOTTERLEY'S ALREADY IMPRESSIVE LINE UP: LOYALIST TO PATRIOT. 196422 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. ADVANCES HAVE BEEN MADE IN THE INTERPRETIVE PLAN SO THAT IT IS MORE INCLUSIVE OF THE AFRICAN AMERICAN SIDE OF SOTTERLEY'S AND OUR NATION'S HISTORY. SOTTERLEY'S 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. 61258 OTHER PROGRAM SERVICES 61258 1477184 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 13 0 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 3013732280 44300 SOTTERLEY LANE PO BOX 67 HOLLYWOOD MD 20636 JANICE BRISCOE VICE PRESIDENT 1.00 X X 0 0 0 GWENDOLINE BANKINS PRESIDENT 1.00 X X 0 0 0 KELSEY BUSH SECRETARY 1.00 X X 0 0 0 SALLY HARWOOD TREASURER 1.00 X X 0 0 0 JEFFREY GRAY DIRECTOR 1.00 X 0 0 0 NANCY GRAF DIRECTOR 1.00 X 0 0 0 BONNIE GREEN DIRECTOR 1.00 X 0 0 0 MARIANNE HARMS DIRECTOR 1.00 X 0 0 0 M ARSHED JAVAID DIRECTOR 1.00 X 0 0 0 MARIANA NORK DIRECTOR 1.00 X 0 0 0 ELIZABETH PLATER CROPP DIRECTOR 1.00 X 0 0 0 NANCY EASTERLING EXECUTIVE DIRECTOR 40.00 X 54075 0 0 54075 0 0 0 0 0 0 0 72996 27837 1410991 340014 64899 1851838 PROGRAMS 900099 10859 10859 10859 995 995 46997 27837 46997 0 13391 780 12611 12611 1876303 23470 0 995 58135 40695 8720 8720 303243 233953 31738 37552 4864 4864 25167 19127 3020 3020 48048 48000 48 97202 93594 3608 8591 8591 131414 101728 28101 1585 90790 90790 120 120 216 216 55398 51751 3647 REPAIRS AND MAINTENANCE 888216 888216 BANK CHARGES 9645 9645 DUES AND SUBSCRIPTIONS 7037 7037 1728086 1477184 200025 50877 242950 544546 152305 162685 11635 26583 7796 8948 4449996 2241185 2201811 2208811 69699 89346 192595 207543 2893739 3233514 21486 191894 45000 56676 9177 0 75663 248570 X 2709745 2876613 108331 108331 2818076 2984944 2893739 3233514 148217 18651 0 X 0 1 X 1 0 X 709621 760415 902439 1235411 1875310 5483196 0 709621 760415 902439 1235411 1875310 5483196 5483196 382 6 4 9053 995 10440 24 36798 7845 44667 5538303 0.99000 0.98870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69699 19647 89346 54084 15615 69699 54084 54084 54766 -682 54084 48733 6033 54766 0.72000 0.28000 0 0 1135500 1135500 3175338 2102027 1073311 139158 139158 0 2208811 COLLECTION AND ANTIQUES 192595 OTHER RECEIVABLES 14948 207543 X 1987263 18651 91529 780 110960 1876303 0 1876303 1820395 91529 780 92309 1728086 0 1728086 PART III, LINE 4: THE ORGANIZATIONS COLLECTION IS COMPRISED OF THE PLANTATION HOUSE DATING BACK TO 1703, AN 1830S SLAVE CABIN, NUMEROUS OTHER OUTBUILDINGS AND THEIR CONTENTS. SOTTERLEY IS THE ONLY REMAINING TIDEWATER PLANTATION THAT IS FULLY OPEN TO THE PUBLIC WITH A FULL RANGE OF VISITOR ACTIVITIES AND EDUCATIONAL PROGRAMS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE 501(C)(3). INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2025. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 780. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 780. DAY OF UNITY 5500 2292 3208 1690 HERITAGE FESTIVAL 59176 25545 33631 33631 3 10158 10158 11676 74834 27837 46997 46997 46997 0 X SUPPLIES 21 64899 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND FINANCE MANAGER REVIEW THE FORM 990, THEN SUBMIT IT TO THE FINANCE COMMITTEE WHO EVALUATE IT AND THEN THEY PRESENT IT TO THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD, DIRECTORS, AND EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY WHEN THEY BEGIN WORK WITH THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY BOARD REVIEW, THE PAST EXECUTIVE DIRECTOR SALARIES, AND COMPARABLE POSITIONS REGION-WIDE ARE TAKEN INTO ACCOUNT. THE SAME PROCEDURES WITH INCENTIVE OF THE EXECUTIVE DIRECTOR INTO THE DECISION MAKING PROCESS FOR KEY PERSONNEL DUE TO HISTORIC SOTTERLEY'S BUDGET. COMPENSATION FOR THE KEY EMPLOYEE IS DETERMINED BY BOARD REVIEW, THE PAST SALARIES AND COMPARABLE POSITIONS REGION-WIDE ARE TAKEN INTO ACCOUNT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 ARE AVAILABLE UPON REQUEST.