Civic Intelligence

Wharton Memorial Foundation

990 • Fiscal year 2016 • EIN 54-1807995

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 28, 2017

Organization ProfileWWW.WHARTONGARDEN.ORG
PO Box 713Bedford, VA 24523

(540) 586-3245

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.19x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

0.11x

Higher debt load relative to revenue than 82% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

3rd percentile

-84%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$167,260

Down $862,427 (-84%) from 2015

Net Assets

Down

$135,148

Down $842,912 (-86%) from 2015

Liabilities

Down

$32,112

Down $19,515 (-38%) from 2015

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin95th percentile

Revenue

Down

$298,003

Down $167,068 (-36%) from 2015

Expenses

Down

$92,695

Down $6,889 (-6.9%) from 2015

Net Income

Down

$205,308

Down $160,179 (-44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2016

Assets$167,260
Liabilities$32,112
Net Assets$135,148
Open 2016 Filing

Operations Trend

Revenue Growth14th percentile

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

2016

Revenue$298,003
Expenses$92,695
Net Income$205,308
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 28, 2017
Return Version
2016v3.0
Gross Receipts
$394,322
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$698,970$128,833▼ $570,137
Investments Other Securities$82,774$0▼ $82,774
Cash and Non-Interest-Bearing Accounts$242,997$36,227▼ $206,770
Prepaid Expenses and Deferred Charges$4,645--
Pledges and Grants Receivable$301$2,200▲ $1,899
Total Assets$1,029,687$167,260▼ $862,427
Liabilities
Mortgage Notes Payable Secured by Investment Property$47,260$30,167▼ $17,093
Other Liabilities$2,887$1,945▼ $942
Accounts Payable and Accrued Expenses$1,480--
Total Liabilities$51,627$32,112▼ $19,515
Net Assets / Fund Balance
Temporarily Rstr Net Assets$170,346$0▼ $170,346
Unrestricted Net Assets$807,714$135,148▼ $672,566
Total Net Assets Fund Balance$978,060$135,148▼ $842,912
Total Liabilities and Net Assets / Fund Balance$1,029,687$167,260▼ $862,427

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$76,546$79,999-
Land$42,000--
Equipment$10,287$6,585-
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Fred DuisPresident
Jenny NovalisVice President
Clare RobertsonDirector
Don JonesDirector
Elizabeth BerryDirector
Emilie TemelesDirector
Mary MilesDirector
Richard NobleSecretary
Robin WoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$288,467
Program Service Revenue
$1,190
Investment Income
$3,271
Other Revenue
$5,075
All Other Contributions
$281,667
Change in Net Assets
$205,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$34,428
Total Fundraising Expense$6,878
Salaries, Compensation, and Employee Benefits$4,844
Professional Fundraising Fees$3,423

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Depreciation Depletion$9,371$1,874$1,249$12,494
Occupancy$6,678$1,335$891$8,904
Other Salaries and Wages$3,375$675$450$4,500
Fees for Services Accounting$2,996$600$399$3,995
Fees for Services Professional Fundraising--$3,423$3,423
Information Technology$1,094$218$146$1,458
All Other Expenses$705$150$94$949
Other Expenses$586$117$77$780
Office Expenses$317$63$42$422
Payroll Taxes$258$52$34$344
Advertising$229$46$30$305
Conferences and Meetings$172$35$23$230
Fees for Services Legal$150$30$20$200
Total Functional Expenses$80,622$5,195$6,878$92,695
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Lynchburg Community Trustthomas-stemmons FundLynchburg, VA501(c)3To Support the Arts$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$3,423
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$1,945
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
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
2017-08-28
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
2
Volunteers
40

Preparer

Firm
Davidson Doyle & Hilton Llp
Address
PO BOX 800, LYNCHBURG, VA 24505-0800
Preparer
Davidson Doyle Hilton Llp
Phone
4348467611
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Transfer of assets at nbv to bower center for the arts -1,048,220.”

Form 990, Part XII, Line 2C:

“The organization has a board of directors that provides material for the audit of their financial statements. They review the report before the official opinion is issued, as well as the 990.”

Raw XML AppendixShowing 400 of 490 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01480
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/FundraisingAmt030
IRS990/AdvertisingGrp/ManagementAndGeneralAmt046
IRS990/AdvertisingGrp/ProgramServicesAmt0229
IRS990/AdvertisingGrp/TotalAmt0305
IRS990/AllOtherContributionsAmt0281667
IRS990/AllOtherExpensesGrp/FundraisingAmt094
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0150
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0705
IRS990/AllOtherExpensesGrp/TotalAmt0949
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05405863245
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 713
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEDFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024523
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0242997
IRS990/CashNonInterestBearingGrp/EOYAmt036227
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt023
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt035
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0172
IRS990/ConferencesMeetingsGrp/TotalAmt0230
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0288467
IRS990/CYGrantsAndSimilarPaidAmt050000
IRS990/CYInvestmentIncomeAmt03271
IRS990/CYOtherExpensesAmt034428
IRS990/CYOtherRevenueAmt05075
IRS990/CYProgramServiceRevenueAmt01190
IRS990/CYRevenuesLessExpensesAmt0205308
IRS990/CYSalariesCompEmpBnftPaidAmt04844
IRS990/CYTotalExpensesAmt092695
IRS990/CYTotalFundraisingExpenseAmt06878
IRS990/CYTotalProfFndrsngExpnsAmt03423
IRS990/CYTotalRevenueAmt0298003
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt01249
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01874
IRS990/DepreciationDepletionGrp/ProgramServicesAmt09371
IRS990/DepreciationDepletionGrp/TotalAmt012494
IRS990/Desc0TO 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt080622
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0399
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0600
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02996
IRS990/FeesForServicesAccountingGrp/TotalAmt03995
IRS990/FeesForServicesLegalGrp/FundraisingAmt020
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt030
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0150
IRS990/FeesForServicesLegalGrp/TotalAmt0200
IRS990/FeesForServicesProfFundraising/FundraisingAmt03423
IRS990/FeesForServicesProfFundraising/TotalAmt03423
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0EMILIE TEMELES
IRS990/Form990PartVIISectionAGrp/PersonNm1FRED DUIS
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD NOBLE
IRS990/Form990PartVIISectionAGrp/PersonNm3DON JONES
IRS990/Form990PartVIISectionAGrp/PersonNm4JENNY NOVALIS
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBIN WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm6CLARE ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm7ELIZABETH BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm8MARY MILES
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/ReportableCompFromOrgAmt80
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0108
IRS990/GainOrLossGrp/SecuritiesAmt02559
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt06800
IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0236
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt073436
IRS990/GrossReceiptsAmt0394322
IRS990/GrossRentsGrp/RealAmt030016
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0146
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0218
IRS990/InformationTechnologyGrp/ProgramServicesAmt01094
IRS990/InformationTechnologyGrp/TotalAmt01458
IRS990/InvestmentIncomeGrp/ExclusionAmt0604
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0604
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt082774
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt086584
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0698970
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0128833
IRS990/LandBldgEquipCostOrOtherBssAmt0215417
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0128
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt070877
IRS990/LessRentalExpensesGrp/RealAmt025314
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt047260
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt030167
IRS990/NetAssetsOrFundBalancesBOYAmt0978060
IRS990/NetAssetsOrFundBalancesEOYAmt0135148
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02667
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02667
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05805
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04702
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-1103
IRS990/NetUnrelatedBusTxblIncmAmt0-975098
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0891
IRS990/OccupancyGrp/ManagementAndGeneralAmt01335
IRS990/OccupancyGrp/ProgramServicesAmt06678
IRS990/OccupancyGrp/TotalAmt08904
IRS990/OfficeExpensesGrp/FundraisingAmt042
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt063
IRS990/OfficeExpensesGrp/ProgramServicesAmt0317
IRS990/OfficeExpensesGrp/TotalAmt0422
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1048220
IRS990/OtherExpensesGrp/Desc0PROGRAM INSTRUCTORS
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES & EXPE
IRS990/OtherExpensesGrp/Desc3POSTAGE & DELIVERY
IRS990/OtherExpensesGrp/FundraisingAmt077
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0117
IRS990/OtherExpensesGrp/ProgramServicesAmt01969
IRS990/OtherExpensesGrp/ProgramServicesAmt11703
IRS990/OtherExpensesGrp/ProgramServicesAmt21019
IRS990/OtherExpensesGrp/ProgramServicesAmt3586
IRS990/OtherExpensesGrp/TotalAmt01969
IRS990/OtherExpensesGrp/TotalAmt11703
IRS990/OtherExpensesGrp/TotalAmt21019
IRS990/OtherExpensesGrp/TotalAmt3780
IRS990/OtherLiabilitiesGrp/BOYAmt02887
IRS990/OtherLiabilitiesGrp/EOYAmt01945
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0373
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0373
IRS990/OtherRevenueTotalAmt0373
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0450
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0675
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03375
IRS990/OtherSalariesAndWagesGrp/TotalAmt04500
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd01
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt034
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt052
IRS990/PayrollTaxesGrp/ProgramServicesAmt0258
IRS990/PayrollTaxesGrp/TotalAmt0344
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0301
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02200
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04645
IRS990/PrincipalOfficerNm0ROBIN WOOD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONCERT-EXHIBIT FEES
IRS990/ProgramServiceRevenueGrp/Desc1CLASS-CAMP FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0710
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0710
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1480
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0382831
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01697
IRS990/PYOtherExpensesAmt073547
IRS990/PYOtherRevenueAmt066103
IRS990/PYProgramServiceRevenueAmt014440
IRS990/PYRevenuesLessExpensesAmt0365487
IRS990/PYSalariesCompEmpBnftPaidAmt015421
IRS990/PYTotalExpensesAmt099584
IRS990/PYTotalProfFndrsngExpnsAmt010616
IRS990/PYTotalRevenueAmt0465071
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0205308
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt04702
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010035
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0288467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0382831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0183335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt078302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0976287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026987
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027123
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015627
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt080579
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0211214
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0373
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0367
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0555
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01295
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50220
IRS990ScheduleA/PublicSupportPY170Pct00.33510
IRS990ScheduleA/PublicSupportTotal170Amt0528329
IRS990ScheduleA/SubstantialContributorsTotAmt0447958
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0288467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0382831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0183335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt078302
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0976287
IRS990ScheduleA/TotalSupportAmt01052083
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0-6408
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0330
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0-6078
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt076546
IRS990ScheduleD/BuildingsGrp/DepreciationAmt079999
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0156545
IRS990ScheduleD/EquipmentGrp/BookValueAmt010287
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06585
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt016872
IRS990ScheduleD/LandGrp/BookValueAmt042000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt042000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01945
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0128833
IRS990ScheduleD/TotalLiabilityAmt01945
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GREATER LYNCHBURG COMMUNITY TRUSTTHOMAS-STEMMONS FUND
IRS990ScheduleI/RecipientTable/RecipientEIN0546112680
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 PAULETTE CIRCLE STE B
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LYNCHBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024502
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0BOWER CENTER BUILDING, IMPROVEMENTS, RENOVATIONS, AND ALL FURNITURE FIXTURES AND EQUIPMENT IN THE BUILDING
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0BOWER CENTER FOR THE ARTS
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-06-27
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0810684725
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01106812
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0509 (A) 2 PUBLIC CHARITY STATUS
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0COST
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0305 NORTH BRIDGE STREET
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0BEDFORD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0VA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd024523
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
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/ExplanationTxt2TRANSFER OF ASSETS AT NBV TO BOWER CENTER FOR THE ARTS -1,048,220.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A BOARD OF DIRECTORS THAT PROVIDES MATERIAL FOR THE AUDIT OF THEIR FINANCIAL STATEMENTS. THEY REVIEW THE REPORT BEFORE THE OFFICIAL OPINION IS ISSUED, AS WELL AS THE 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, line 9:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$167,260
Liabilities
$32,112
Net assets
$135,148
Revenue
$298,003
Expenses
$92,695
Net income
$205,308
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