Civic Intelligence

The Whitemarsh Foundation

990 • Fiscal year 2016 • EIN 02-0545031

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 04, 2017

Organization Profilewww.whitemarshfoundation.org

View Organization Page

548 Flourtown AvenueLafayette Hill, PA 19444

(610) 828-5351

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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.39x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

10th percentile

-25%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$113,500

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 37.3% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$10,955,252

Up $16,497 (+0.2%) from 2015

Net Assets

Up

$10,835,454

Up $28,658 (+0.3%) from 2015

Liabilities

Down

$119,798

Down $12,161 (-9.2%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin10th percentile

Revenue

Down

$304,232

Down $1,215,709 (-80%) from 2015

Expenses

Up

$380,356

Up $22,537 (+6.3%) from 2015

Net Income

Down

-$76,124

Down $1,238,246 (-107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2016

Assets$10,955,252
Liabilities$119,798
Net Assets$10,835,454
Open 2016 Filing

Operations Trend

Revenue Growth2nd 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

2016

Revenue$304,232
Expenses$380,356
Net Income-$76,124
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 4, 2017
Return Version
2016v3.0
Gross Receipts
$341,591
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$6,781,201$7,245,154▲ $463,953
Investments in Publicly Traded Securities$3,440,411$3,491,223▲ $50,812
Savings and Temporary Cash Investments$449,763--
Pledges and Grants Receivable$211,436$141,725▼ $69,711
Cash and Non-Interest-Bearing Accounts$52,384$73,590▲ $21,206
Prepaid Expenses and Deferred Charges$3,560$3,560→ $0
Total Assets$10,938,755$10,955,252▲ $16,497
Liabilities
Other Liabilities$120,000$105,000▼ $15,000
Accounts Payable and Accrued Expenses$7,792$10,631▲ $2,839
Deferred Revenue$4,167$4,167→ $0
Total Liabilities$131,959$119,798▼ $12,161
Net Assets / Fund Balance
Unrestricted Net Assets$6,982,983$6,948,413▼ $34,570
Permanently Rstr Net Assets$2,430,777$2,429,071▼ $1,706
Temporarily Rstr Net Assets$1,393,036$1,457,970▲ $64,934
Total Net Assets Fund Balance$10,806,796$10,835,454▲ $28,658
Total Liabilities and Net Assets / Fund Balance$10,938,755$10,955,252▲ $16,497

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,754,210-$5,754,210
Buildings$1,490,944$98,910$1,589,854

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,083,238-▲ $154,091$151,920$3,085,409
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
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly G SheppardPresidentFT$113,500$113,500

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
$135,288
Program Service Revenue
$0
Investment Income
$67,949
Other Revenue
$100,995
All Other Contributions
$135,288
Change in Net Assets
$-76,124

Audited Revenue Reconciliation

Revenue per Audited Statements
$304,232
Revenue Not Reported on Form 990
$104,782
Total Revenue per Audited Statements
$409,014
Total Revenue per Form 990
$304,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$239,012
Salaries, Compensation, and Employee Benefits$141,344
Total Fundraising Expense$66,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$28,375$28,375$56,750$113,500
Depreciation Depletion$31,289--$31,289
Other Expenses$25,201$2,878-$25,201
Fees for Services Other$23,268--$23,268
Office Expenses$20,395--$20,395
Other Employee Benefits$10,593$2,750$5,500$18,843
Advertising$9,582--$9,582
Payroll Taxes$2,251$2,250$4,500$9,001
Fees for Service Investment Mgmnt Fees$7,444--$7,444
Fees for Services Accounting$6,750--$6,750
All Other Expenses$4,244$2,418-$6,662
Insurance$5,462--$5,462
Travel$3,620--$3,620
Total Functional Expenses$274,935$38,671$66,750$380,356

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$380,356
Total Expenses per Audited Statements$380,356
Total Expenses per Form 990$380,356
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,154
Fundraising Direct Expenses$37,359
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Catered Dinner$112,154$112,154-$112,154
Total Events$112,154$112,154$37,359$74,795
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$105,000
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
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
548 Flourtown Avenue, Lafayette Hill, PA 19444

Signing Officer

Name
Kimberly Sheppard
Title
Executive Director
Signed
2017-10-04
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
40

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, 2016 was 14,300.”

Raw XML AppendixShowing 400 of 504 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/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
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Catered Dinner
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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, 2016 was 72,050.

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,955,252
Liabilities
$119,798
Net assets
$10,835,454
Revenue
$304,232
Expenses
$380,356
Net income
-$76,124
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
2016Detailed filing. Detailed filing data is available for this year.$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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