Civic Intelligence

Wharton Memorial Foundation

EIN 54-1807995 • 501(c)3 • Bedford, VA

Profile

To honor and continue the gardening legacies of mrs. Louise bibb wharton and mrs. Eloise gregory, to encourage interest in horticulture through the creation and maintenance of public gardens, and to promote the development of north bridge street in the town of bedford as a cultural and historic area through our gardening, our restoration of an historic structure built by john wharton, and our support of the programs of the bedford central library, the bedford historic society and other neighboring institutions.

PO Box 713Bedford, VA 24523

www.whartongarden.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.47x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-227%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

44th percentile

-5.2%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-61%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$198,292

Down $10,861 (-5.2%) from 2023

Liabilities

Flat

$2,260

Flat from 2023

Net Assets

Down

$196,032

Down $10,861 (-5.2%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin6th percentile

Revenue

Down

$4,787

Down $7,518 (-61%) from 2023

Expenses

Up

$15,648

Up $4,407 (+39%) from 2023

Net Income

Down

-$10,861

Down $11,925 (-1121%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $576,739Liabilities 2010: $82,271Net Assets 2010: $494,4682010Assets 2011: $584,938Liabilities 2011: $79,263Net Assets 2011: $505,6752011Assets 2012: $594,496Liabilities 2012: $69,801Net Assets 2012: $524,6952012Assets 2013: $554,525Liabilities 2013: $64,410Net Assets 2013: $490,1152013Assets 2014: $673,144Liabilities 2014: $65,871Net Assets 2014: $607,2732014Assets 2015: $1,029,687Liabilities 2015: $51,627Net Assets 2015: $978,0602015Assets 2016: $167,260Liabilities 2016: $32,112Net Assets 2016: $135,1482016Assets 2017: $168,325Liabilities 2017: $16,663Net Assets 2017: $151,6622017Assets 2018: $174,645Liabilities 2018: $5,666Net Assets 2018: $168,9792018Assets 2019: $195,542Liabilities 2019: $2,740Net Assets 2019: $192,8022019Assets 2020: $200,326Liabilities 2020: $5,204Net Assets 2020: $195,1222020Assets 2021: $213,458Liabilities 2021: $2,740Net Assets 2021: $210,7182021Assets 2022: $208,089Liabilities 2022: $2,260Net Assets 2022: $205,8292022Assets 2023: $209,153Liabilities 2023: $2,260Net Assets 2023: $206,8932023Assets 2024: $198,292Liabilities 2024: $2,260Net Assets 2024: $196,0322024

Highlighted filing

2024

Assets$198,292
Liabilities$2,260
Net Assets$196,032
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $111,0122010Expenses 2011: $115,3472011Expenses 2012: $120,7822012Revenue 2013: $102,287Expenses 2013: $126,287Net Income 2013: -$24,0002013Revenue 2014: $240,635Expenses 2014: $123,763Net Income 2014: $116,8722014Revenue 2015: $465,071Expenses 2015: $99,584Net Income 2015: $365,4872015Revenue 2016: $298,003Expenses 2016: $92,695Net Income 2016: $205,3082016Revenue 2017: $23,685Expenses 2017: $7,171Net Income 2017: $16,5142017Revenue 2018: $44,237Expenses 2018: $26,920Net Income 2018: $17,3172018Revenue 2019: $31,806Expenses 2019: $15,982Net Income 2019: $15,8242019Revenue 2020: $12,000Expenses 2020: $9,680Net Income 2020: $2,3202020Revenue 2021: $30,002Expenses 2021: $14,406Net Income 2021: $15,5962021Revenue 2022: $4,289Expenses 2022: $9,178Net Income 2022: -$4,8892022Revenue 2023: $12,305Expenses 2023: $11,241Net Income 2023: $1,0642023Revenue 2024: $4,787Expenses 2024: $15,648Net Income 2024: -$10,8612024

Highlighted filing

2024

Revenue$4,787
Expenses$15,648
Net Income-$10,861
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
$198,292
Liabilities
$2,260
Net assets
$196,032
Revenue
$4,787
Expenses
$15,648
Net income
-$10,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.00$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.00$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.03$0.01$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.20$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.19$0.03$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.01$0.17$0.04$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.02$0.15$0.02$0.01$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.17$0.03$0.14$0.30$0.09$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$0.47$0.10$0.37
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.07$0.61$0.24$0.12$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.55$0.06$0.49$0.10$0.13$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.07$0.52$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.08$0.51$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.08$0.49$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$66,136
Mission and Program Overview

Mission

To honor and continue the gardening legacies of mrs. Louise bibb wharton and mrs. Eloise gregory, to encourage interest in horticulture through the creation and maintenance of public gardens, and to promote the development of north bridge street in the town of bedford as a cultural and historic area through our gardening, our restoration of an historic structure built by john wharton, and our support of the programs of the bedford central library, the bedford historic society and other neighboring institutions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$113,748$105,764▼ $7,984
Cash and Non-Interest-Bearing Accounts$84,127$82,218▼ $1,909
Pledges and Grants Receivable$11,278$10,310▼ $968
Total Assets$209,153$198,292▼ $10,861
Liabilities
Other Liabilities$2,260$2,260→ $0
Total Liabilities$2,260$2,260→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$206,893$196,032▼ $10,861
Total Net Assets Fund Balance$206,893$196,032▼ $10,861
Total Liabilities and Net Assets / Fund Balance$209,153$198,292▼ $10,861

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$63,764$139,543-
Land$42,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Fred DuisPresident
Susan DixonVice-president
Emilie TemelesDirector
Jeanette ColeDirector
Jenny NovalisDirector
Libby BerryDirector
Shearer RumseyDirector
Kathy GrahamSecretary
Robin WoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,569
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-16,782
All Other Contributions
$18,569
Change in Net Assets
$-10,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,648
Total Fundraising Expense$1,565
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting$746$149$100$995
All Other Expenses$362$72$48$482
Other Expenses$279$55$37$371
Advertising$224$45$30$299
Fees for Services Legal$37$8$5$50
Total Functional Expenses$11,737$2,346$1,565$15,648
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,900
Fundraising Direct Expenses$9,571
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Deposits$2,260
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The auditor prepared the 990 and sent a pdf copy to the primary contact to be delivered to the board and approved before submission.”

Form 990, Part VI, Section C, Line 19

“The organization makes its documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Wharton Memorial Foundation
EIN
54-1807995
Phone
5405863245
Address
PO BOX 713, BEDFORD, VA 24523

Signing Officer

Name
Robin Wood
Title
Treasurer
Phone
5405863245
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Wood
Formed
1996
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Davidson Doyle & Hilton Llp
Address
PO BOX 800, LYNCHBURG, VA 24505-0800
Preparer
Amy a Gallagher CPA
Phone
4348467611
Raw XML Appendix388 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
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IRS990/OtherExpensesGrp/TotalAmt3371
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IRS990/OtherLiabilitiesGrp/EOYAmt02260
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011278
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IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt028011
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
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IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01064
IRS990/PYSalariesCompEmpBnftPaidAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-10861
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-21731
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt028011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030673
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt033352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016002
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt027142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt028262
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IRS990ScheduleA/SubstantialContributorsTotAmt023842
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0139543
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0203307
IRS990ScheduleD/LandGrp/BookValueAmt042000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AUDITOR PREPARED THE 990 AND SENT A PDF COPY TO THE PRIMARY CONTACT TO BE DELIVERED TO THE BOARD AND APPROVED BEFORE SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02346
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011737
IRS990/TotalFunctionalExpensesGrp/TotalAmt015648
IRS990/TotalGrossUBIAmt0-21731
IRS990/TotalLiabilitiesBOYAmt02260
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IRS990/TotalLiabilitiesGrp/EOYAmt02260
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0206893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0196032
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04329
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0620
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04787
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-21731
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0209153
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0198292
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.WHARTONGARDEN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05405863245
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHARTON MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0541807995
ReturnHeader/Filer/PhoneNum05405863245
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ReturnHeader/Filer/USAddress/CityNm0BEDFORD
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541953476
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON DOYLE & HILTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNCHBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0245050800
ReturnHeader/PreparerPersonGrp/PhoneNum04348467611
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY A GALLAGHER CPA
ReturnHeader/ReturnTs02025-11-07T12:39:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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