Civic Intelligence

Wharton Memorial Foundation

990 • Fiscal year 2018 • EIN 54-1807995

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 16, 2019

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

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

54th percentile

3.8%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$174,645

Up $6,320 (+3.8%) from 2017

Net Assets

Up

$168,979

Up $17,317 (+11%) from 2017

Liabilities

Down

$5,666

Down $10,997 (-66%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin88th percentile

Revenue

Up

$44,237

Up $20,552 (+87%) from 2017

Expenses

Up

$26,920

Up $19,749 (+275%) from 2017

Net Income

Up

$17,317

Up $803 (+4.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$174,645
Liabilities$5,666
Net Assets$168,979
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$44,237
Expenses$26,920
Net Income$17,317
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 16, 2019
Return Version
2018v3.1
Gross Receipts
$77,020
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$125,722$120,577▼ $5,145
Cash and Non-Interest-Bearing Accounts$39,461$50,539▲ $11,078
Pledges and Grants Receivable$3,142$3,529▲ $387
Total Assets$168,325$174,645▲ $6,320
Liabilities
Mortgage Notes Payable Secured by Investment Property$14,718$3,721▼ $10,997
Other Liabilities$1,945$1,945→ $0
Total Liabilities$16,663$5,666▼ $10,997
Net Assets / Fund Balance
Unrestricted Net Assets$151,662$168,979▲ $17,317
Total Net Assets Fund Balance$151,662$168,979▲ $17,317
Total Liabilities and Net Assets / Fund Balance$168,325$174,645▲ $6,320

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$68,987$77,117-
Land$42,000--
Equipment$9,590$5,306-
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Fred DuisPresident
Jenny NovalisVice President
Clare JacksonDirector
Emilie TemelesDirector
Kathy GrahamDirector
Mary MilesDirector
Elizabeth BerrySecretary
Robin WoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,275
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-4,038
All Other Contributions
$40,775
Change in Net Assets
$17,317
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,920
Total Fundraising Expense$4,199
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$713$142$95$950
All Other Expenses$462$93$60$615
Advertising$332$66$44$442
Other Expenses$270$54$36$360
Fees for Services Legal$23$4$3$30
Total Functional Expenses$18,935$3,786$4,199$26,920
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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$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
2019-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Wood
Formed
1996
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
8
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
Supplemental Narrative

Additional Explanations

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 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.

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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0315
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0373
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0367
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0555
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03310
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49400
IRS990ScheduleA/PublicSupportPY170Pct00.49030
IRS990ScheduleA/PublicSupportTotal170Amt0483647
IRS990ScheduleA/SubstantialContributorsTotAmt0437418
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt048275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0288467
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0382831
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0183335
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0921065
IRS990ScheduleA/TotalSupportAmt0979089
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt068987
IRS990ScheduleD/BuildingsGrp/DepreciationAmt077117
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0146104
IRS990ScheduleD/EquipmentGrp/BookValueAmt09590
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05306
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt014896
IRS990ScheduleD/LandGrp/BookValueAmt042000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt042000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01945
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0120577
IRS990ScheduleD/TotalLiabilityAmt01945
IRS990/ScheduleJRequiredInd00
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/ExplanationTxt2THE 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 XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0168325
IRS990/TotalAssetsEOYAmt0174645
IRS990/TotalAssetsGrp/BOYAmt0168325
IRS990/TotalAssetsGrp/EOYAmt0174645
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt048275
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04199
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03786
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt018935
IRS990/TotalFunctionalExpensesGrp/TotalAmt026920
IRS990/TotalGrossUBIAmt0-5738
IRS990/TotalLiabilitiesBOYAmt016663
IRS990/TotalLiabilitiesEOYAmt05666
IRS990/TotalLiabilitiesGrp/BOYAmt016663
IRS990/TotalLiabilitiesGrp/EOYAmt05666
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0151662
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0168979
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt018935
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01700
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt044237
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-5738
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0168325
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0174645
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0151662
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0168979
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 713
IRS990/USAddress/CityNm0BEDFORD
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024523
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.WHARTONGARDEN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBIN WOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05405863245
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHARTON MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0541807995
ReturnHeader/Filer/PhoneNum05405863245
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 713
ReturnHeader/Filer/USAddress/CityNm0BEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024523
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02A583781BFD9DF0FC7E6D03E66CFF8A49E66CE66
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D7E835DFE6EDCBC02F02E9B5372D4030E9B5886E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.25.106.77
ReturnHeader/FilingSecurityInformation/IPDt02019-09-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:22:39
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/ReturnTs02019-10-08T15:36:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,645
Liabilities
$5,666
Net assets
$168,979
Revenue
$44,237
Expenses
$26,920
Net income
$17,317
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