Civic Intelligence

The Whitemarsh Foundation

990 • Fiscal year 2020 • EIN 02-0545031

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 14, 2021

Organization Profilewww.whitemarshfoundation.org

View Organization Page

PO Box 538Lafayette Hill, PA 19444

(610) 828-5351

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.11x

Higher debt load relative to revenue than 26% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

59th percentile

8.0%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

26th percentile

$110,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

45th percentile

5.1%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-49%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$13,259,358

Up $643,508 (+5.1%) from 2019

Net Assets

Up

$13,197,015

Up $658,799 (+5.3%) from 2019

Liabilities

Down

$62,343

Down $15,291 (-20%) from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin59th percentile

Revenue

Down

$550,826

Down $521,823 (-49%) from 2019

Expenses

Up

$506,877

Up $60,690 (+14%) from 2019

Net Income

Down

$43,949

Down $582,513 (-93%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$13,259,358
Liabilities$62,343
Net Assets$13,197,015
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$550,826
Expenses$506,877
Net Income$43,949
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 14, 2021
Return Version
2020v4.1
Gross Receipts
$555,815
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$7,205,785$7,152,423▼ $53,362
Investments in Publicly Traded Securities$5,159,695$5,818,001▲ $658,306
Cash and Non-Interest-Bearing Accounts$132,242$180,180▲ $47,938
Pledges and Grants Receivable$118,128$108,754▼ $9,374
Total Assets$12,615,850$13,259,358▲ $643,508
Liabilities
Other Liabilities$60,000$45,000▼ $15,000
Accounts Payable and Accrued Expenses$13,467$13,176▼ $291
Deferred Revenue$4,167$4,167→ $0
Total Liabilities$77,634$62,343▼ $15,291
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,223,987$9,582,017▲ $358,030
Net Assets With Donor Restrictions$3,314,229$3,614,998▲ $300,769
Total Net Assets Fund Balance$12,538,216$13,197,015▲ $658,799
Total Liabilities and Net Assets / Fund Balance$12,615,850$13,259,358▲ $643,508

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,754,210-$5,754,210
Buildings$1,398,213$236,950$1,635,163

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,343,391$114,929▲ $484,430$48,800$3,893,950
2019$3,446,329$550,130▲ $691,932$1,345,000$3,343,391
2018$3,589,506$116,426▼ $97,103$162,500$3,446,329
2017$3,085,409$244,922▲ $415,090$155,915$3,589,506
2016$3,083,238-▲ $154,091$151,920$3,085,409
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly G SheppardPresidentFT$110,000$110,000

Board Members and Trustees

NameTitle
Anthony J MaginnisChairman
Ann ReedBoard Member
Bruce FickenBoard Member
Harriet CampbellBoard Member
Paul W MeyerBoard Member
Robert M Wurtz JrBoard Member
Stephen GardnerBoard Member
Thomas O'RourkeBoard Member
Hugh G MoultonSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$269,883
Program Service Revenue
$0
Investment Income
$92,257
Other Revenue
$188,686
All Other Contributions
$269,883
Change in Net Assets
$43,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$550,826
Revenue Not Reported on Form 990
$614,850
Total Revenue per Audited Statements
$1,165,676
Total Revenue per Form 990
$550,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$337,718
Salaries, Compensation, and Employee Benefits$169,159
Total Fundraising Expense$77,001
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$148,066$382-$148,066
Current Officers, Directors, Trustees, and Key Employees$27,500$27,500$55,000$110,000
Depreciation Depletion$56,020--$56,020
Other Employee Benefits$24,014$8,856$17,713$50,583
Office Expenses$24,231$20,400-$44,631
All Other Expenses$11,076--$11,076
Payroll Taxes$2,144$2,144$4,288$8,576
Fees for Services Accounting$6,750--$6,750
Advertising$5,658--$5,658
Fees for Services Other$5,150$210-$5,360
Insurance$3,018--$3,018
Total Functional Expenses$365,645$64,231$77,001$506,877

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$506,877
Total Expenses per Audited Statements$506,877
Total Expenses per Form 990$506,877
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$164,475
Fundraising Direct Expenses$4,989
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catered Dinner$164,475$164,475-$164,475
Total Events$164,475$164,475$4,989$159,486
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
Hugh Moulton Bruce FickenBoard membersSee Part VNo$79,970
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$45,000
Due to Colonial School District-
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 filed. There is no review by the entire board before the form is filed. 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
Hugh Moulton
Title
Officer
Signed
2021-09-14
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
30

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 gains on investments for December 31, 2020 was 614,850.”

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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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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt013197015
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0159486
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt029200
IRS990/NetUnrlzdGainsLossesInvstAmt0614850
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09582017
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IRS990/OfficeExpensesGrp/TotalAmt044631
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017713
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt050583
IRS990/OtherExpensesGrp/Desc0Automobile
IRS990/OtherExpensesGrp/Desc1Utilities and Real Estate Taxes
IRS990/OtherExpensesGrp/Desc2Maintenance
IRS990/OtherExpensesGrp/Desc3Dixon Meadow Preserve Expenses
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1382
IRS990/OtherExpensesGrp/ProgramServicesAmt010827
IRS990/OtherExpensesGrp/ProgramServicesAmt12432
IRS990/OtherExpensesGrp/ProgramServicesAmt238759
IRS990/OtherExpensesGrp/ProgramServicesAmt3148066
IRS990/OtherExpensesGrp/TotalAmt010827
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IRS990/OtherExpensesGrp/TotalAmt239141
IRS990/OtherExpensesGrp/TotalAmt3148066
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IRS990/PayrollTaxesGrp/FundraisingAmt04288
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IRS990/PayrollTaxesGrp/ProgramServicesAmt02144
IRS990/PayrollTaxesGrp/TotalAmt08576
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0118128
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0108754
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Kim Sheppard
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYOtherExpensesAmt0291326
IRS990/PYOtherRevenueAmt0234228
IRS990/PYRevenuesLessExpensesAmt0626462
IRS990/PYSalariesCompEmpBnftPaidAmt0154861
IRS990/PYTotalExpensesAmt0446187
IRS990/PYTotalRevenueAmt01072649
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt043949
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt029200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0269883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0736609
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0307550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0187101
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0135288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01636431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033993
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022689
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04340
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt075848
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0188686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0234228
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0197348
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0140411
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0100995
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0861668
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63580
IRS990ScheduleA/PublicSupportPY170Pct00.74620
IRS990ScheduleA/PublicSupportTotal170Amt01636431
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0269883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0736609
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0307550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0187101
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0135288
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01636431
IRS990ScheduleA/TotalSupportAmt02573947
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.07000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01398213
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0236950
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01635163
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03343391
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0114929
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03893950
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0484430
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt048800
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03446329
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0550130
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03343391
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0691932
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01345000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03589506
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0116426
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03446329
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-97103
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0162500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03085409
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0244922
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03589506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0415090
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0155915
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03083238
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03085409
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0154091
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0151920
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0506877
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt02
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt05754210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05754210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0614850
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Colonial School District
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/PreservationOpenSpaceInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.29000
IRS990ScheduleD/RevenueNotReportedAmt0614850
IRS990ScheduleD/RevenueSubtotalAmt0550826
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.64000
IRS990ScheduleD/TotalAcreageCnt018.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07152423
IRS990ScheduleD/TotalEasementsCnt02
IRS990ScheduleD/TotalExpensesPerForm990Amt0506877
IRS990ScheduleD/TotalLiabilityAmt045000
IRS990ScheduleD/TotalRevenuePerForm990Amt0550826
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01165676
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0506877
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04989
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Catered Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04989
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0164475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0164475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0164475
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0164475
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0159486
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Hugh Moulton Bruce Ficken

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,259,358
Liabilities
$62,343
Net assets
$13,197,015
Revenue
$550,826
Expenses
$506,877
Net income
$43,949
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
Peer Organizations

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