Civic Intelligence

The Whitemarsh Foundation

990 • Fiscal year 2015 • EIN 02-0545031

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 28, 2016

Organization Profilewww.whitemarshfoundation.org

View Organization Page

PO Box 538Lafayette Hill, PA 19444

(610) 331-0991

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.09x

Higher debt load relative to revenue than 25% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

27th percentile

$114,648

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

76th percentile

10%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

282%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$10,938,755

Up $1,000,676 (+10%) from 2014

Net Assets

Up

$10,806,796

Up $1,014,134 (+10%) from 2014

Liabilities

Down

$131,959

Down $13,458 (-9.3%) from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin96th percentile

Revenue

Up

$1,519,941

Up $1,122,532 (+282%) from 2014

Expenses

Down

$357,819

Down $111,708 (-24%) from 2014

Net Income

Up

$1,162,122

Up $1,234,240 (+1711%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2015

Assets$10,938,755
Liabilities$131,959
Net Assets$10,806,796
Open 2015 Filing

Operations Trend

Revenue Growth98th 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

2015

Revenue$1,519,941
Expenses$357,819
Net Income$1,162,122
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 28, 2016
Return Version
2015v2.1
Gross Receipts
$1,558,193
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$6,201,781$6,781,201▲ $579,420
Investments in Publicly Traded Securities$3,533,212$3,440,411▼ $92,801
Savings and Temporary Cash Investments$32,188$449,763▲ $417,575
Pledges and Grants Receivable$139,489$211,436▲ $71,947
Cash and Non-Interest-Bearing Accounts$28,374$52,384▲ $24,010
Prepaid Expenses and Deferred Charges$3,035$3,560▲ $525
Total Assets$9,938,079$10,938,755▲ $1,000,676
Liabilities
Other Liabilities$135,000$120,000▼ $15,000
Accounts Payable and Accrued Expenses$6,250$7,792▲ $1,542
Deferred Revenue$4,167$4,167→ $0
Total Liabilities$145,417$131,959▼ $13,458
Net Assets / Fund Balance
Unrestricted Net Assets$6,820,813$6,982,983▲ $162,170
Permanently Rstr Net Assets$2,620,471$2,430,777▼ $189,694
Temporarily Rstr Net Assets$351,378$1,393,036▲ $1,041,658
Total Net Assets Fund Balance$9,792,662$10,806,796▲ $1,014,134
Total Liabilities and Net Assets / Fund Balance$9,938,079$10,938,755▲ $1,000,676

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,754,210-$5,754,210
Buildings$1,026,991$67,621$1,094,612

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$3,179,141$35,334▼ $81,423$49,814$3,083,238
2014$2,898,731$15,375▲ $290,783$25,748$3,179,141
2013$2,243,900$157,945▲ $496,886-$2,898,731
2012$1,976,006$95,000▲ $216,326$43,432$2,243,900
2011$2,014,413$36,240▼ $74,647-$1,976,006
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly G SheppardPresidentFT$114,648$114,648

Board Members and Trustees

NameTitle
Anthony J MaginnisChairman
Harriet A CampbellBoard Member
John BartlettBoard Member
Joseph A Meo EsqBoard Member
Katherine C KrauseBoard Member
Paul W MeyerBoard Member
Robert M Wurtz JrBoard Member
Hugh G MoultonSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,320,807
Program Service Revenue
$0
Investment Income
$65,185
Other Revenue
$133,949
All Other Contributions
$1,320,807
Change in Net Assets
$1,162,122

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,519,941
Revenue Not Reported on Form 990
$-147,988
Total Revenue per Audited Statements
$1,371,953
Total Revenue per Form 990
$1,519,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$225,906
Salaries, Compensation, and Employee Benefits$131,913
Total Fundraising Expense$62,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$28,662$28,662$57,324$114,648
All Other Expenses$36,907--$36,907
Fees for Services Other$22,759--$22,759
Other Expenses$14,806--$14,806
Depreciation Depletion$13,682--$13,682
Payroll Taxes$2,564$2,564$5,128$10,256
Insurance-$10,112-$10,112
Other Employee Benefits$7,009--$7,009
Fees for Services Accounting$6,300--$6,300
Advertising$4,640--$4,640
Fees for Services Legal-$3,510-$3,510
Office Expenses$1,735--$1,735
Total Functional Expenses$250,519$44,848$62,452$357,819

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$357,819
Total Expenses per Audited Statements$357,819
Total Expenses per Form 990$357,819
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$150,201
Fundraising Direct Expenses$38,252
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catered Dinner$148,835$148,835-$148,835
Total Events$148,835$148,835$36,886$111,949
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 G MoultonTreasurerSee Part V for descriptionNo$72,050
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$120,000
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
Business relationship with family members
No
Business relationship with organization members
No
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
6103310991
Address
PO Box 538, Lafayette Hill, PA 19444

Signing Officer

Name
Kimberly Sheppard
Title
President
Signed
2016-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Sheppard
Formed
2001
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
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 loss on investments for December 31, 2015 was 147,988.”

Raw XML AppendixShowing 400 of 495 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06250
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07792
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AdvertisingGrp/ProgramServicesAmt04640
IRS990/AdvertisingGrp/TotalAmt04640
IRS990/AllOtherContributionsAmt01320807
IRS990/AllOtherExpensesGrp/ProgramServicesAmt036907
IRS990/AllOtherExpensesGrp/TotalAmt036907
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Donna Lipkin
IRS990/BooksInCareOfDetail/PhoneNum06108282023
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0666 W Germantown Pike
IRS990/BooksInCareOfDetail/USAddress/CityNm0Plymouth Meeting
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019462
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt028374
IRS990/CashNonInterestBearingGrp/EOYAmt052384
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/FundraisingAmt057324
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt028662
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt028662
IRS990/CompDisqualPersonsGrp/TotalAmt0114648
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0true
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01320807
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065185
IRS990/CYOtherExpensesAmt0225906
IRS990/CYOtherRevenueAmt0133949
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01162122
IRS990/CYSalariesCompEmpBnftPaidAmt0131913
IRS990/CYTotalExpensesAmt0357819
IRS990/CYTotalFundraisingExpenseAmt062452
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01519941
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt04167
IRS990/DeferredRevenueGrp/EOYAmt04167
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt013682
IRS990/DepreciationDepletionGrp/TotalAmt013682
IRS990/Desc0The 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, to further open space education and preservation within the Whitemarsh Valley, and in particular to preserve Erdenheim Farm located in Whitemarsh Township under the same meticulous stewardship of its late owner, F Eugene Dixon. The farm affords special and unique scenic vistas and agricultural landscapes that have been enjoyed and highly valued by generations of area residents, amid increasing suburban development in surrounding communities
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0250519
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt06300
IRS990/FeesForServicesAccountingGrp/TotalAmt06300
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03510
IRS990/FeesForServicesLegalGrp/TotalAmt03510
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt022759
IRS990/FeesForServicesOtherGrp/TotalAmt022759
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1012.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt7001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8040.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Anthony J Maginnis
IRS990/Form990PartVIISectionAGrp/PersonNm1Hugh G Moulton
IRS990/Form990PartVIISectionAGrp/PersonNm2John Bartlett
IRS990/Form990PartVIISectionAGrp/PersonNm3Harriet A Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm4Katherine C Krause
IRS990/Form990PartVIISectionAGrp/PersonNm5Joseph A Meo Esq
IRS990/Form990PartVIISectionAGrp/PersonNm6Paul W Meyer
IRS990/Form990PartVIISectionAGrp/PersonNm7Robert M Wurtz Jr
IRS990/Form990PartVIISectionAGrp/PersonNm8Kimberly G Sheppard
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8114648
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary and Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt038252
IRS990/FundraisingGrossIncomeAmt0150201
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01558193
IRS990/GrossRentsGrp/RealAmt022000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt010112
IRS990/InsuranceGrp/TotalAmt010112
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt065185
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065185
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03533212
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03440411
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt067621
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06201781
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06781201
IRS990/LandBldgEquipCostOrOtherBssAmt06848822
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09792662
IRS990/NetAssetsOrFundBalancesEOYAmt010806796
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0111949
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0111949
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt022000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt022000
IRS990/NetUnrlzdGainsLossesInvstAmt0-147988
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01735
IRS990/OfficeExpensesGrp/TotalAmt01735
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07009
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07009
IRS990/OtherExpensesGrp/Desc0Maintenance Fees Angus
IRS990/OtherExpensesGrp/Desc1Conservation Agreement Fees
IRS990/OtherExpensesGrp/Desc2Management Fees
IRS990/OtherExpensesGrp/Desc3Dixon Meadow Preserve Expenses
IRS990/OtherExpensesGrp/ProgramServicesAmt075000
IRS990/OtherExpensesGrp/ProgramServicesAmt120936
IRS990/OtherExpensesGrp/ProgramServicesAmt215519
IRS990/OtherExpensesGrp/ProgramServicesAmt314806
IRS990/OtherExpensesGrp/TotalAmt075000
IRS990/OtherExpensesGrp/TotalAmt120936
IRS990/OtherExpensesGrp/TotalAmt215519
IRS990/OtherExpensesGrp/TotalAmt314806
IRS990/OtherLiabilitiesGrp/BOYAmt0135000
IRS990/OtherLiabilitiesGrp/EOYAmt0120000
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05128
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02564
IRS990/PayrollTaxesGrp/ProgramServicesAmt02564
IRS990/PayrollTaxesGrp/TotalAmt010256
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02620471
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02430777
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0139489
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0211436
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03035
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03560
IRS990/PrincipalOfficerNm0Kim Sheppard
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0191939
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt065756
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0348485
IRS990/PYOtherRevenueAmt0139714
IRS990/PYRevenuesLessExpensesAmt0-72118
IRS990/PYSalariesCompEmpBnftPaidAmt0121042
IRS990/PYTotalExpensesAmt0469527
IRS990/PYTotalRevenueAmt0397409
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01162122
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt022000
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032188
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0449763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01320807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0191939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0292815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0402336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0486749
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02694646
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt065185
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065756
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt055971
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt048207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt042885
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0278004
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0133949
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0139714
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0129784
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt056079
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt069803
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0529329
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.76950
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.74100
IRS990ScheduleA/PublicSupportTotal170Amt02694646
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01320807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0191939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0292815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0402336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0486749
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02694646
IRS990ScheduleA/TotalSupportAmt03501979
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/BuildingsGrp/BookValueAmt01026991
IRS990ScheduleD/BuildingsGrp/DepreciationAmt067621
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01094612
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03179141
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt035334
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03083238
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-81423
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt049814
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02898731
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt015375
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03179141
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0290783
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt025748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02243900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0157945
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02898731
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0496886
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01976006
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt095000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02243900
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0216326
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt043432
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02014413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt036240
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01976006
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-74647
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0357819
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStrctrEasementsAftrCnt02
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt05754210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05754210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-147988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0120000
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/PrmnntEndowmentBalanceEOYPct00.79000
IRS990ScheduleD/RevenueNotReportedAmt0-147988
IRS990ScheduleD/RevenueSubtotalAmt01519941
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/StatesEasementsHeldCnt01
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.21000
IRS990ScheduleD/TotalAcreageCnt018.00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06781201
IRS990ScheduleD/TotalEasementsCnt02
IRS990ScheduleD/TotalExpensesPerForm990Amt0357819
IRS990ScheduleD/TotalLiabilityAmt0120000
IRS990ScheduleD/TotalRevenuePerForm990Amt01519941
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01371953
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0357819
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt036886
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Catered Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt036886
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt036886
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0148835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0148835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0148835
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0148835
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0111949
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Hugh G Moulton
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Treasurer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt072050
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0See Part V for description
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0The treasurer of the Foundation also serves on the board of directors for the Hill at Whitemarsh. The revenue the Foundation receives from the Hill at Whitemarsh, via contractual agreement, for the year ended December 31, 2015 was 72,050. There was an additional contribution from the Hill at Whitemarsh in 2015 of 10,000, which made the total given by the Hill at Whitemarsh for the year ended December 31, 2015 82,050.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV Line 1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,938,755
Liabilities
$131,959
Net assets
$10,806,796
Revenue
$1,519,941
Expenses
$357,819
Net income
$1,162,122
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
2015Detailed filing. Detailed filing data is available for this year.$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

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits