The Whitemarsh Foundation

EIN: 020545031 501(c)(3) Environment

Lafayette Hill, PA

Total Revenue
$860,511
Total Expenses
$678,672
Total Assets
$15,510,766
Net Assets
$15,495,095
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2001
Legal Domicile
PA
Principal Officer
Kim Sheppard
Phone
6108285351
Tax Period
2024-01-01 to 2024-12-31

The Whitemarsh Foundation, founded in 2001, is a small nonprofit in the Environment sector that reported $861K in total revenue in fiscal year 2024. The organization ran a surplus of $182K, a strong 21% operating margin.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $455,278
Program Service Revenue $0
Investment Income $164,614
Other Revenue $240,619
TOTAL REVENUE $860,511

Expense Breakdown

Grants Paid $0
Salaries & Benefits $208,748
Fundraising Expenses $52,188
Program Expenses $558,030
Other Expenses $469,924
TOTAL EXPENSES $678,672

Year-over-Year Comparison

2024 2023 Change
Revenue $860,511 $875,274 0.0%
Expenses $678,672 $607,899 +0.1%
Net Income $181,839 $267,375 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
1
Volunteers
41

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$196,537
Total Directors
9
$0
Key Employees
1
$196,537
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kimberly G Sheppard President 040.00
Officer Key Emp Highest
$157,091 $39,446 $196,537
Bruce Ficken Chairman 002.00
Officer Director
$0 $0 $0
Anthony Maginnis Vice Chair 001.00
Officer Director
$0 $0 $0
Robert Wurtz Board Member 001.00
Director
$0 $0 $0
Harriet Campbell Board Member 001.00
Director
$0 $0 $0
Gail Harrity Treasurer 001.00
Officer Director
$0 $0 $0
Thomas O'Rourke Board Member 001.00
Director
$0 $0 $0
Clifford Haugen Board Member 001.00
Director
$0 $0 $0
Louise Johnston Board Member 001.00
Director
$0 $0 $0
Robert M Peck Board Member 001.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $860,511 $678,672 $15,510,766 $181,839
2023 $875,274 $607,899 $14,485,996 $267,375
2022 $763,155 $462,386 $13,440,089 $300,769
2021 $668,779 $465,005 $14,148,954 $203,774
2020 $550,826 $506,877 $13,259,358 $43,949
2019 $1,072,649 $446,187 $12,615,850 $626,462
2018 $581,623 $399,047 $11,299,105 $182,576
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