Civic Intelligence

The Whitemarsh Foundation

EIN 02-0545031 • 501(c)3 • Lafayette Hill, PA

Profile

To retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA under the same meticulous stewardship of its late owner, F Eugene Dixon.

PO Box 538Lafayette Hill, PA 19444

www.whitemarshfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$196,537

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 22.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-1.7%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$15,510,766

Up $1,024,770 (+7.1%) from 2023

Liabilities

Up

$15,671

Up $1,259 (+8.7%) from 2023

Net Assets

Up

$15,495,095

Up $1,023,511 (+7.1%) from 2023

Operations
Liabilities / Revenue13th percentileNet Margin75th percentile

Revenue

Down

$860,511

Down $14,763 (-1.7%) from 2023

Expenses

Up

$678,672

Up $70,773 (+12%) from 2023

Net Income

Down

$181,839

Down $85,536 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $8,381,311Liabilities 2010: $24,434Net Assets 2010: $8,356,8772010Assets 2011: $8,618,887Liabilities 2011: $18,530Net Assets 2011: $8,600,3572011Assets 2012: $9,031,234Liabilities 2012: $24,526Net Assets 2012: $9,006,7082012Assets 2013: $9,646,962Liabilities 2013: $19,031Net Assets 2013: $9,627,9312013Assets 2014: $9,938,079Liabilities 2014: $145,417Net Assets 2014: $9,792,6622014Assets 2015: $10,938,755Liabilities 2015: $131,959Net Assets 2015: $10,806,7962015Assets 2016: $10,955,252Liabilities 2016: $119,798Net Assets 2016: $10,835,4542016Assets 2017: $11,304,253Liabilities 2017: $106,487Net Assets 2017: $11,197,7662017Assets 2018: $11,299,105Liabilities 2018: $89,382Net Assets 2018: $11,209,7232018Assets 2019: $12,615,850Liabilities 2019: $77,634Net Assets 2019: $12,538,2162019Assets 2020: $13,259,358Liabilities 2020: $62,343Net Assets 2020: $13,197,0152020Assets 2021: $14,148,954Liabilities 2021: $57,423Net Assets 2021: $14,091,5312021Assets 2022: $13,440,089Liabilities 2022: $27,244Net Assets 2022: $13,412,8452022Assets 2023: $14,485,996Liabilities 2023: $14,412Net Assets 2023: $14,471,5842023Assets 2024: $15,510,766Liabilities 2024: $15,671Net Assets 2024: $15,495,0952024

Highlighted filing

2024

Assets$15,510,766
Liabilities$15,671
Net Assets$15,495,095
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $294,0412010Expenses 2011: $261,8692011Expenses 2012: $283,2612012Revenue 2013: $478,570Expenses 2013: $290,340Net Income 2013: $188,2302013Revenue 2014: $397,409Expenses 2014: $469,527Net Income 2014: -$72,1182014Revenue 2015: $1,519,941Expenses 2015: $357,819Net Income 2015: $1,162,1222015Revenue 2016: $304,232Expenses 2016: $380,356Net Income 2016: -$76,1242016Revenue 2017: $392,008Expenses 2017: $414,458Net Income 2017: -$22,4502017Revenue 2018: $581,623Expenses 2018: $399,047Net Income 2018: $182,5762018Revenue 2019: $1,072,649Expenses 2019: $446,187Net Income 2019: $626,4622019Revenue 2020: $550,826Expenses 2020: $506,877Net Income 2020: $43,9492020Revenue 2021: $668,779Expenses 2021: $465,005Net Income 2021: $203,7742021Revenue 2022: $763,155Expenses 2022: $462,386Net Income 2022: $300,7692022Revenue 2023: $875,274Expenses 2023: $607,899Net Income 2023: $267,3752023Revenue 2024: $860,511Expenses 2024: $678,672Net Income 2024: $181,8392024

Highlighted filing

2024

Revenue$860,511
Expenses$678,672
Net Income$181,839
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,510,766
Liabilities
$15,671
Net assets
$15,495,095
Revenue
$860,511
Expenses
$678,672
Net income
$181,839
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.02$15.5$0.86$0.68$0.18
2023Detailed filing. Detailed filing data is available for this year.$14.5$0.01$14.5$0.88$0.61$0.27
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$13.4$0.03$13.4$0.76$0.46$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.06$14.1$0.67$0.47$0.20
2020Detailed filing. Detailed filing data is available for this year.$13.3$0.06$13.2$0.55$0.51$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.08$12.5$1.07$0.45$0.63
2018Detailed filing. Detailed filing data is available for this year.$11.3$0.09$11.2$0.58$0.40$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.11$11.2$0.39$0.41$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.12$10.8$0.30$0.38$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.13$10.8$1.52$0.36$1.16
2014Detailed filing. Detailed filing data is available for this year.$9.94$0.15$9.79$0.40$0.47$0.07
2013Detailed filing. Detailed filing data is available for this year.$9.65$0.02$9.63$0.48$0.29$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.03$0.02$9.01$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$0.02$8.60$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.38$0.02$8.36$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 13, 2025
Return Version
2024v5.1
Gross Receipts
$902,702
Mission and Program Overview

Mission

To retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA under the same meticulous stewardship of its late owner, F Eugene Dixon.

The mission is to retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,606,304$7,633,296▲ $26,992
Investments in Publicly Traded Securities$6,421,310$7,507,026▲ $1,085,716
Cash and Non-Interest-Bearing Accounts$320,350$224,840▼ $95,510
Pledges and Grants Receivable$138,032$145,603▲ $7,571
Total Assets$14,485,996$15,510,766▲ $1,024,770
Other Assets Total-$1-
Liabilities
Accounts Payable and Accrued Expenses$10,245$11,504▲ $1,259
Deferred Revenue$4,167$4,167→ $0
Total Liabilities$14,412$15,671▲ $1,259
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,982,187$11,613,129▲ $630,942
Net Assets With Donor Restrictions$3,489,397$3,881,966▲ $392,569
Total Net Assets Fund Balance$14,471,584$15,495,095▲ $1,023,511
Total Liabilities and Net Assets / Fund Balance$14,485,996$15,510,766▲ $1,024,770

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,754,210-$5,754,210
Buildings$1,879,086$557,077$2,436,163

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,765,718-▲ $592,008$196,288$4,161,438
2023$3,264,591-▲ $560,480$59,353$3,765,718
2022$4,015,481-▼ $562,479$188,411$3,264,591
2021$3,893,950-▲ $401,103$279,572$4,015,481
2020$3,343,391$114,929▲ $484,430$48,800$3,893,950
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly G SheppardPresidentFT$157,091$39,446$196,537

Board Members and Trustees

NameTitle
Bruce FickenChairman
Anthony MaginnisVice Chair
Clifford HaugenBoard Member
Harriet CampbellBoard Member
Louise JohnstonBoard Member
Robert M PeckBoard Member
Robert WurtzBoard Member
Thomas O'RourkeBoard Member
Gail HarrityTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$455,278
Program Service Revenue
$0
Investment Income
$164,614
Other Revenue
$240,619
All Other Contributions
$455,278
Change in Net Assets
$181,839

Audited Revenue Reconciliation

Revenue per Audited Statements
$860,511
Revenue Not Reported on Form 990
$841,672
Total Revenue per Audited Statements
$1,702,183
Total Revenue per Form 990
$860,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$469,924
Salaries, Compensation, and Employee Benefits$208,748
Total Fundraising Expense$52,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$169,887$1,433-$169,887
Current Officers, Directors, Trustees, and Key Employees$78,545$39,273$39,273$157,091
Depreciation Depletion$74,398--$74,398
Office Expenses$50,961--$50,961
All Other Expenses$42,634--$42,634
Fees for Services Other$30,191$9,548-$39,739
Other Employee Benefits$19,722$9,862$9,862$39,446
Advertising$19,764--$19,764
Insurance$19,225--$19,225
Payroll Taxes$6,105$3,053$3,053$12,211
Total Functional Expenses$558,030$68,454$52,188$678,672

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$678,672
Total Expenses per Audited Statements$678,672
Total Expenses per Form 990$678,672
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$228,260
Fundraising Direct Expenses$42,191
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catered Dinner$228,260$228,260-$228,260
Total Events$228,260$228,260$42,191$186,069
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Bruce Ficken Anthony MaginnisBoard MembersSee Part VNo$95,291
Bruce FickenBoard MemberSee Part VNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The Foundation has an investment committee, which is authorized to oversee the investment of the two endowment funds. The committee meets twice a year and keeps minutes of all meetings. The members include two trustees and three non affiliated members.”

Form 990, Part VI, Section B, Line 11

“The Treasurer of the Foundation reviews the Form 990 before it is presented to the entire board for additional review and approval. Any changes or corrections to the draft are returned to the public accountants for final editing before the signature and filing.”

Form 990, Part VI, Section B, Line 12C

“Members of the Board of Directors complete an annual conflict of interest questionnaire. These questionnaires are submitted to designated board members, who then advise the President of any relationships that have been disclosed.”

Form 990, Part VI, Section B, Line 15

“Compensation for the Executive Director as approved by the board is reflected in the minutes of the board meetings.”

Form 990, Part VI, Section C, Line 18

“Available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents, conflict of interest policy, and financial statements are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
The Whitemarsh Foundation
EIN
02-0545031
Phone
6108285351
Address
PO Box 538, Lafayette Hill, PA 19444

Signing Officer

Name
Kim Sheppard
Title
Officer
Phone
6108285351
Signed
2025-06-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Sheppard
Formed
2001
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
41

Preparer

Firm
Michael Rosen & Company
Address
261 Old York Road Suite 511, Jenkintown, PA 19046
Preparer
Michael Rosen
Phone
2158866060
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Net unrealized gain on investments for December 31, 2024 was 841,672”

Financial Statement Notes

II 9

“On June 1, 2009, the Foundation purchased approximately 91 acres of land and a building also known as the Sheep Tract. In 2008, the Foundation purchased land and buildings known as the Angus Tract. Both of these tracts were part of the Erdenheim Farm. The Foundation received funding from various sources in order to purchase these properties subject to granting an easement restricting development in accordance with the Declaration of Conservation and Open Space, Easement, Covenants and Restrictions conservation agreement. Total cost assigned to the Sheep Tract, before granting of the conservation easement, was 12,249,702 and total cost assigned to assets held for disposition was 350,000, which assets were sold in 2010. Total cost assigned to the Angus Tract, before granting of the conservation easement, was 13,111,866 and total cost assigned to buildings was 600,000. The Foundation holds an easement on the 18.72 acre Sheep Barn Tract owned by Erdenheim Farm SB LLC limiting future development of the Tract. In granting the easements, the Foundation accomplished the easement restrictions attached to the above funding. The value of the Sheep Tract and the Angus Tract easements granted, that is, the difference between the value of the property before and after the easement was granted by the Foundation, was 21,272,883. In accordance with the above agreements, the Foundation has granted certain easements in perpetuity related to certain parcels of the properties acquired.”

Raw XML AppendixShowing 400 of 508 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0To retain and protect the natural, scenic, agricultural or open space values of real estate, to assure the availability of real property for agricultural or open space use, and in particular to preserve Erdenheim Farm located in Whitemarsh Township, Montgomery County, PA under the same meticulous stewardship of its late owner, F Eugene Dixon.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0On June 1, 2009, the Foundation purchased approximately 91 acres of land and a building also known as the Sheep Tract. In 2008, the Foundation purchased land and buildings known as the Angus Tract. Both of these tracts were part of the Erdenheim Farm. The Foundation received funding from various sources in order to purchase these properties subject to granting an easement restricting development in accordance with the Declaration of Conservation and Open Space, Easement, Covenants and Restrictions conservation agreement. Total cost assigned to the Sheep Tract, before granting of the conservation easement, was 12,249,702 and total cost assigned to assets held for disposition was 350,000, which assets were sold in 2010. Total cost assigned to the Angus Tract, before granting of the conservation easement, was 13,111,866 and total cost assigned to buildings was 600,000. The Foundation holds an easement on the 18.72 acre Sheep Barn Tract owned by Erdenheim Farm SB LLC limiting future development of the Tract. In granting the easements, the Foundation accomplished the easement restrictions attached to the above funding. The value of the Sheep Tract and the Angus Tract easements granted, that is, the difference between the value of the property before and after the easement was granted by the Foundation, was 21,272,883. In accordance with the above agreements, the Foundation has granted certain easements in perpetuity related to certain parcels of the properties acquired.
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