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Maryland · Nonprofit

HISTORIC SOTTERLEY INC

HISTORIC SOTTERLEY INC (Maryland) receives grants from 20 organizations whose IRS filings report $714,399 to it, the largest being GANLEE FUND ($160,500). 11 of them have funded it in more than one year.

Revenue FY2025
$1.9M
Funders on record
20
Grants received
$714k
Net assets
$3.0M
11/20 repeat funderspeak grant-dependency 25%
01What it does

What Historic Sotterley Inc does

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.

As stated on its FY2025 Form 990.

Programs

  1. 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.

    $1,097,302 spent
    74% of program spending
  2. 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.

    $122,202 spent
    8% of program spending
  3. 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.

    $196,422 spent
    13% of program spending
  4. Other program services

    $61,258 spent
    4% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,477,184.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($757k) Expenses 100 ($991k) Net assets 100 ($2.8M)2018 Revenue 155 ($1.2M) Expenses 113 ($1.1M) Net assets 102 ($2.9M)2019 Revenue 145 ($1.1M) Expenses 109 ($1.1M) Net assets 105 ($3.0M)2020 Revenue 132 ($1.0M) Expenses 91 ($899k) Net assets 109 ($3.1M)2021 Revenue 95 ($719k) Expenses 85 ($844k) Net assets 105 ($2.9M)2022 Revenue 100 ($760k) Expenses 81 ($798k) Net assets 103 ($2.9M)2023 Revenue 124 ($939k) Expenses 116 ($1.1M) Net assets 96 ($2.7M)2024 Revenue 165 ($1.3M) Expenses 118 ($1.2M) Net assets 100 ($2.8M)2025 Revenue 248 ($1.9M) Expenses 174 ($1.7M) Net assets 106 ($3.0M)
'17'18'19'20'21'22'23'24'25
Revenue (248)Expenses (174)Net assets (106)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $2.9M to $3.2M (+12%).

$3.0M
$3.0M
$3.1M
$3.2M
$3.1M
$2.9M
$2.7M
$2.9M
$3.2M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 15% · 2022 18% · 2025 75%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

−$234k
’17
$57k
’18
$23k
’19
$101k
’20
−$125k
’21
−$38k
’22
−$206k
’23
$79k
’24
$148k
’25
4.9
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Nancy Easterling

Executive director

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed151417171715121212
Joined·+3+5+0+1+1+3+1+3
No longer listed·42013613
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 8 funders, grant income rose $24k → $72k.

5 of 20 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 34% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of HISTORIC SOTTERLEY INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

HISTORIC SOTTERLEY INC has a broad base — no single funder exceeds 22% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

47% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund HISTORIC SOTTERLEY INC.

22%
largest funder
52%
top three
~8
effective funders

Largest funder’s share by year: 2017 85% · 2018 48% · 2019 44% · 2020 63% · 2021 32% · 2022 30% · 2023 35% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

42% of HISTORIC SOTTERLEY INC's funders are still giving 3 years after their first grant; 55% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

HISTORIC SOTTERLEY INC draws 70% of its grant income from funders outside Maryland, across 8 states in all.

NY
NJ
CT
MD
NC
SC
DC
FL

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Maryland out of state home

Funder states come from each funder’s own filing. $244k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding HISTORIC SOTTERLEY INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $2.7M on record — $1.8M federal, $936k state.

Federal$1.8M
grants $1.8Mcontracts $0
Top agencies
  • Department of Housing and Urban Development$1.8M
State$936k
12
15
16
23
24
Top programs
  • Grant$936k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like HISTORIC SOTTERLEY INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Maryland

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

85% of spending goes to programs.

Program 85%Management 12%Fundraising 3%

Governance

11
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

99%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for HISTORIC SOTTERLEY INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds HISTORIC SOTTERLEY INC?
HISTORIC SOTTERLEY INC (Maryland) receives grants from 20 organizations whose IRS filings report $714,399 to it, the largest being GANLEE FUND ($160,500). 11 of them have funded it in more than one year.
How many funders does HISTORIC SOTTERLEY INC have?
IRS filings report 20 organizations giving $714,399 in grants to HISTORIC SOTTERLEY INC, 11 of which have funded it in more than one year.
Who is the largest funder of HISTORIC SOTTERLEY INC?
GANLEE FUND is the largest funder on record, with $160,500 in grants. The full list of funders is on this page.
How can an organization like HISTORIC SOTTERLEY INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Maryland. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 20 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing