The Whitemarsh Foundation

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

Maura McCarthy

Phone

6108285351

Tax Period

2025-01-01 to 2025-12-31

The Whitemarsh Foundation, founded in 2001, is a small nonprofit in the Environment sector that reported $819K in total revenue in fiscal year 2025. Net assets of $16.3M represent 238 months of operating reserves.

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.

Program Service Accomplishments

Program 1

Expenses: $608,208

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, to further open space education and preservation within the Whitemarsh Valley, and in particular to preserve Erdenheim Farm located in Whitemarsh Township under the same meticulous stewardship of its late owner, F Eugene Dixon. The farm affords special and unique scenic vistas and agricultural landscapes that have been enjoyed and highly valued by generations of area residents, amid increasing suburban development in surrounding communities.

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $407,364

Program Service Revenue $0

Investment Income $180,357

Other Revenue $230,948

TOTAL REVENUE $818,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $358,017

Fundraising Expenses $89,505

Program Expenses $608,208

Other Expenses $458,625

TOTAL EXPENSES $816,642

Year-over-Year Comparison

	2025	2024	Change
Revenue	$818,669	$860,511	0.0%
Expenses	$816,642	$678,672	+0.2%
Net Income	$2,027	$181,839	-1.0%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$251,415

Total Directors

Key Employees

$336,190

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kimberly G Sheppard	President Emeritus	001.00	Officer Key Emp Highest	$236,645	$14,770	$251,415
Maura McCarthy	Executive Director	040.00	Key Emp	$77,500	$7,275	$84,775
Bruce Ficken	Chair Person	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
Debra L Rodgers	Board Member	001.00	Director	$0	$0	$0
Kenneth LeRoy	Board Member	001.00	Director	$0	$0	$0
Ellin Dixon-Miller	Board Member	001.00	Director	$0	$0	$0
Troy Bynum	Program Director	040.00	Key Emp	$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
2025	$818,669	$816,642	$16,287,752	$2,027
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