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Nonprofit · EIN 54-1118635

OATLANDS INC

Tax-exempt · LEESBURG, VA 20175

Financials

$1.1M$1.2M2022$818K$946K2023
Revenue Expenses · by fiscal year end
Financials of OATLANDS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2024990$818,117$946,110-$127,993$197,442$197,442$0
March 31, 2023990$1,110,600$1,236,288-$125,688$597,482$130,210$467,272
Financial details: 990 for the year ended March 31, 2024

Revenue

Contributions, gifts and grants
$406,944
Program service revenue
$249,126
Investment income
$43
Net rental income
$140,619
Net income from sales of inventory
$19,146
Other revenue
$162,004

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$86,568
Salaries, compensation and benefits (total)
$317,486
Professional fundraising fees
$0
Legal fees
$70,111
Accounting fees
$86,227
Depreciation
$12,363
Program services (functional)
$637,584
Management and general (functional)
$283,313
Fundraising (functional)
$25,213

Balance sheet and other

Total assets, start of year
$597,482
Total assets, end of year
$197,442
Total liabilities, end of year
$197,442
Net assets, end of year
$0
Gross receipts
$824,644
Employees
15
Volunteers
17
Year formed
1979
State of legal domicile
VA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended March 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
CALEB SCHUTZFORMER CEO
Former
40$177,692$12,000
DR ROBERT ALLENVICE CHAIR
Trustee or director, Officer
1$0$0
RENEE HAMILTONDIRECTOR
Trustee or director
1$0$0
DAVE JONESDIRECTOR
Trustee or director
1$0$0
PAMELA JONESDIRECTOR
Trustee or director
1$0$0
RORY MAYNARDDIRECTOR
Trustee or director
1$0$0
KATY REEDDIRECTOR
Trustee or director
1$0$0
BONNIE ASHBY SEWELLDIRECTOR
Trustee or director
1$0$0
DARRYL A SIMONDIRECTOR
Trustee or director
1$0$0
KATHARINE STEWARTDIRECTOR
Trustee or director
1$0$0
CATRICE VANDROSSDIRECTOR
Trustee or director
1$0$0
ELIZABETH BETSY MERRITTEX-OFFICIO
Trustee or director
1$0$0
990 for the year ended March 31, 2023: 14 people
NameTitleHours / weekCompensationOther / benefits
CALEB SCHUTZCEO
Officer
40$174,519$18,144
DR ROBERT ALLENCHAIR
Trustee or director, Officer
1$0$0
ELIZABETH COPPERSMITHSECRETARY
Trustee or director, Officer
1$0$0
RENEE HAMILTONDIRECTOR
Trustee or director
1$0$0
DAVID JONESDIRECTOR
Trustee or director
1$0$0
PAMELA JONESDIRECTOR
Trustee or director
1$0$0
RORY MAYNARDDIRECTOR
Trustee or director
1$0$0
ELIZABETH BETSY MERRITTEX-OFFICIO
Trustee or director
1$0$0
MARILYN EVERESTT NAYLORDIRECTOR
Trustee or director
1$0$0
KATY TYRRELL REEDDIRECTOR
Trustee or director
1$0$0
BONNIE ASHBY SEWELLDIRECTOR
Trustee or director
1$0$0
DARRYL A SIMONDIRECTOR
Trustee or director
1$0$0
KATHARINE STEWARTDIRECTOR
Trustee or director
1$0$0
CATRICE VANDROSSDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
20850 OATLANDS PLANTATION LN, LEESBURG, VA 20175-6572
Principal officer (990 for 2023)
DR ROBERT ALLEN
Signed the 990
DR ROBERT ALLEN, VICE CHAIR
Phone
(703) 727-0670
Return prepared by
MITCHELL BURNS & CO PC

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)

990 for the year ended March 31, 2024

Program accomplishments

  • 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)
    Expenses $637,584 · revenue $249,126
  • 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.
  • 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.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025Not on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
54-1118635
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1980
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$197,442
Income (IRS master file)
$824,644

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2024$818,117$946,110$197,442XML
990March 2023$1,110,600$1,236,288$597,482XML
990March 2022$1,120,958$979,546$707,683IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1118635).

Questions about OATLANDS INC

What is the EIN of OATLANDS INC?
The employer identification number (EIN) of OATLANDS INC is 54-1118635.
Is OATLANDS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to OATLANDS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does OATLANDS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OATLANDS INC due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OATLANDS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2024.
Who is the principal officer of OATLANDS INC?
The 990 for the year ended March 31, 2024 names DR ROBERT ALLEN.
Who are the officers and directors of OATLANDS INC?
The 990 for the year ended March 31, 2024 lists 12 people; 1 received compensation from the organization, the highest $177,692 (CALEB SCHUTZ, FORMER CEO).
How much revenue does OATLANDS INC have?
On its 990 for the year ended March 31, 2024 it reported revenue of $818,117, expenses of $946,110 and total assets of $197,442 at year end.

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