{"success":true,"data":{"_id":20545031,"filings":[{"Organization":{"value":null,"Person":["Joseph Meo","Paul Meyer","Harriet Campbell","Robert Wurtz","Hugh G Moulton","Anthony Maginnis","Kimberly G Sheppard","Katherine C Krause","John Bartlett","Eve B Wildrick"],"Title":["Board Member","Board Member","Director","Director","President Chairman","Secretary Treasurer","Executive Director","Board Member","Board Member","Board Member"],"Hours":[1.0,2.0,1.0,1.0,12.0,2.0,40.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,111000,0,0,0],"Direct compensation":[0,0,0,0,0,0,111000,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2014,"name":"The Whitemarsh Foundation","phone":6103310991,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Hugh Moulton","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":30,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":397409,"Contributions":{"value":191939,"Other contributions":191939,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":65756,"Investment income total":65756,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":139714,"Other total":0,"Royalties revenue":0,"Net rental income":22000,"Net income from fundraising events":117714,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":469527,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":121042,"Current officers":0,"Disqualified persons":111000,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":4816,"Payroll taxes":5226},"Other expenses":{"value":348485,"Management services":0,"Legal":0,"Accounting":6250,"Lobbying services":0,"Investment management fees":0,"Other services":4989,"Advertising":4022,"Office expenses":1319,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":12037,"Insurance":12164,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":287371,"Maintenance Fees Angus":75000,"Conservation Agreement Fees":168000,"Management Fees":15128,"Dixon Meadow Preserve Expenses":29243},"All other expenses":20333},"Functional Expenses":{"value":null,"Program Service Expenses":366582,"Management And General Expenses":42424,"Fundraising Expenses":60521}},"Assets":{"value":9938079,"Non-interest bearing cash":28374,"Savings and temp cash investments":32188,"Pledges and grants receivable":139489,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":3035,"Land, building, equipment":6201781,"Investments publicly traded":3533212,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":145417,"Sum of Total Liabilities":0,"Accounts payable, accrued":6250,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":135000},"Fund balance":{"value":9792662,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6820813,"Temporarily restricted net assets":351378,"Permanently restricted net assets":2620471},"Ratings":{"Program Expense Ratio":{"score":0.7807474330549681,"percentile":0.6029565063278902},"Fundraising Efficiency":{"score":3.1714446225277175,"percentile":0.12207888463580445},"Operating Margin":{"score":-0.1814704750018243,"percentile":0.1612304371245806},"Liabilities to Assets Ratio":{"score":0.014632304693895067,"percentile":0.47724373313144325},"Operating Reserve Ratio":{"score":21.166150189445975,"percentile":0.9494969846970419},"Officer Compensation Ratio":{"score":0.23640812988390444,"percentile":0.25861530895261503},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5077053622301735,"percentile":0.3406979025406654}},"source_xml":"201521809349300822_public.xml"},{"Organization":{"value":null,"Person":["Kimberly G Sheppard","Bruce Ficken","Anthony Maginnis","Robert Wurtz","Harriet Campbell","Gail Harrity","Thomas O'Rourke","Clifford Haugen","Louise Johnston","Robert M Peck"],"Title":["President","Chairman","Vice Chair","Board Member","Board Member","Treasurer","Board Member","Board Member","Board Member","Board Member"],"Hours":[40.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[196537,0,0,0,0,0,0,0,0,0],"Direct compensation":[157091,0,0,0,0,0,0,0,0,0],"Other compensation":[39446,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2024,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":41,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":860511,"Contributions":{"value":455278,"Other contributions":455278,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":164614,"Investment income total":164614,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":240619,"Other total":25350,"Royalties revenue":0,"Net rental income":29200,"Net income from fundraising events":186069,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":678672,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":208748,"Current officers":157091,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":39446,"Payroll taxes":12211},"Other expenses":{"value":469924,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":39739,"Advertising":19764,"Office expenses":50961,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":74398,"Insurance":19225,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":223203,"Educational":2233,"Utilities and Real Estate Taxes":11827,"Maintenance":39256,"Preserve Expenses":169887},"All other expenses":42634},"Functional Expenses":{"value":null,"Program Service Expenses":558030,"Management And General Expenses":68454,"Fundraising Expenses":52188}},"Assets":{"value":15510766,"Non-interest bearing cash":224840,"Savings and temp cash investments":0,"Pledges and grants receivable":145603,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":7633296,"Investments publicly traded":7507026,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1},"Liabilities":{"value":15671,"Sum of Total Liabilities":0,"Accounts payable, accrued":11504,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":15495095,"Net assets without donor restriction":11613129,"Net assets with donor restriction":3881966,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.822238135653158,"percentile":0.6541401158434904},"Fundraising Efficiency":{"score":8.723806238982142,"percentile":0.3572082100850905},"Operating Margin":{"score":0.2113151371684964,"percentile":0.767390937943974},"Liabilities to Assets Ratio":{"score":0.0010103305020525742,"percentile":0.5689568574626414},"Operating Reserve Ratio":{"score":22.854583657495816,"percentile":0.9539801776746124},"Officer Compensation Ratio":{"score":0.2895905533158875,"percentile":0.19707239931488751},"Program Expense Growth":{"score":0.06718038403999486,"percentile":0.5905894682181078},"Revenue Growth":{"score":0.029714448825333598,"percentile":0.5132750498271065},"Asset Growth":{"score":0.04154557671980228,"percentile":0.4935282815791178},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6446960742344585,"percentile":0.7283948049579402}},"source_xml":"202521649349300017_public.xml"},{"Organization":{"value":null,"Person":["Kimberly G Sheppard","Anthony J Maginnis","Hugh G Moulton","Ann Reed","Thomas O'Rourke","Bruce Ficken","Paul W Meyer","Robert M Wurtz Jr","Harriet Campbell","Stephen Gardner"],"Title":["President","Chairman","Secretary and Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member"],"Hours":[40.0,2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[114800,0,0,0,0,0,0,0,0,0],"Direct compensation":[114800,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2019,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":50,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1072649,"Contributions":{"value":736609,"Other contributions":736609,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":101812,"Investment income total":101812,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":234228,"Other total":0,"Royalties revenue":0,"Net rental income":29200,"Net income from fundraising events":205028,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":446187,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":154861,"Current officers":114800,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":30988,"Payroll taxes":9073},"Other expenses":{"value":291326,"Management services":0,"Legal":0,"Accounting":8035,"Lobbying services":0,"Investment management fees":0,"Other services":16026,"Advertising":8801,"Office expenses":21656,"Information technology":0,"Royalties":0,"Occupancy":2844,"Travel":11269,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":53683,"Insurance":17160,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":147259,"Maintenance":10193,"Dixon Meadow Preserve Expenses":137066},"All other expenses":4593},"Functional Expenses":{"value":null,"Program Service Expenses":324052,"Management And General Expenses":44704,"Fundraising Expenses":77431}},"Assets":{"value":12615850,"Non-interest bearing cash":132242,"Savings and temp cash investments":0,"Pledges and grants receivable":118128,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":7205785,"Investments publicly traded":5159695,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":77634,"Sum of Total Liabilities":0,"Accounts payable, accrued":13467,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":60000},"Fund balance":{"value":12538216,"Net assets without donor restriction":9223987,"Net assets with donor restriction":3314229,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7262694789404442,"percentile":0.554299219385659},"Fundraising Efficiency":{"score":9.513101987576036,"percentile":0.3837386244392025},"Operating Margin":{"score":0.5840326145831488,"percentile":0.9387343251922533},"Liabilities to Assets Ratio":{"score":0.006153687623109026,"percentile":0.520926228178417},"Operating Reserve Ratio":{"score":28.274804061974017,"percentile":0.9646621165141114},"Officer Compensation Ratio":{"score":0.25729122542790356,"percentile":0.2322676842094467},"Program Expense Growth":{"score":0.03605426064918705,"percentile":0.47510070685457856},"Revenue Growth":{"score":0.05386846372180197,"percentile":0.6222538398158266},"Asset Growth":{"score":0.03909545870247688,"percentile":0.48362452117806665},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6446569684078375,"percentile":0.7282962125101218}},"source_xml":"202032689349301308_public.xml"},{"Organization":{"value":null,"Person":["Anthony J Maginnis","Hugh G Moulton","Ann Reed","Katherine C Krause","Bruce Ficken","Paul W Meyer","Robert M Wurtz Jr","Harriet Campbell","Kimberly G Sheppard"],"Title":["Chairman","Secretary and Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","President"],"Hours":[2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,100000],"Direct compensation":[0,0,0,0,0,0,0,0,100000],"Other compensation":[0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2017,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":392008,"Contributions":{"value":187101,"Other contributions":187101,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":64496,"Investment income total":64496,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":140411,"Other total":0,"Royalties revenue":0,"Net rental income":28300,"Net income from fundraising events":112111,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":414458,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":135712,"Current officers":100000,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":27986,"Payroll taxes":7726},"Other expenses":{"value":278746,"Management services":0,"Legal":0,"Accounting":6550,"Lobbying services":0,"Investment management fees":30,"Other services":23507,"Advertising":7087,"Office expenses":20695,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":18463,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":49667,"Insurance":10667,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":136238,"Maintenance Fees Angus":75000,"Utilities":2854,"Maintenance":9095,"Dixon Meadow Preserve Expenses":49289},"All other expenses":5842},"Functional Expenses":{"value":null,"Program Service Expenses":314041,"Management And General Expenses":41054,"Fundraising Expenses":59363}},"Assets":{"value":11304253,"Non-interest bearing cash":90654,"Savings and temp cash investments":0,"Pledges and grants receivable":116224,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":3560,"Land, building, equipment":7218991,"Investments publicly traded":3874824,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":106487,"Sum of Total Liabilities":0,"Accounts payable, accrued":12320,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":90000},"Fund balance":{"value":11197766,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6983135,"Temporarily restricted net assets":1533106,"Permanently restricted net assets":2681525},"Ratings":{"Program Expense Ratio":{"score":0.7577148951160311,"percentile":0.5803247323435348},"Fundraising Efficiency":{"score":3.151811734582147,"percentile":0.12124554890231058},"Operating Margin":{"score":-0.05726923940327749,"percentile":0.2745003290412925},"Liabilities to Assets Ratio":{"score":0.009420082866156658,"percentile":0.5013279763631269},"Operating Reserve Ratio":{"score":27.274785382354786,"percentile":0.9630688288547548},"Officer Compensation Ratio":{"score":0.24127897157251157,"percentile":0.25214561619342557},"Program Expense Growth":{"score":0.05508346304546187,"percentile":0.5500145244091479},"Revenue Growth":{"score":-0.043060676032288116,"percentile":0.23482922439933804},"Asset Growth":{"score":0.04103338478205446,"percentile":0.4914903358082688},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5021039625500877,"percentile":0.32674697118200746}},"source_xml":"201821649349300422_public.xml"},{"Organization":{"value":null,"Person":["Kimberly G Sheppard","Bruce Ficken","Hugh G Moulton","Anthony Maginnis","Paul Meyer","Robert Wurtz","Harriet Campbell","Ann Reed","Gail Harrity","Thomas O'Rourke"],"Title":["President","Chairman","Secretary","Vice Chair","Vice Chair","Board Member","Board Member","Board Member","Treasurer","Board Member"],"Hours":[40.0,2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[135750,0,0,0,0,0,0,0,0,0],"Direct compensation":[135750,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2022,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":31,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":763155,"Contributions":{"value":475371,"Other contributions":475371,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":86947,"Investment income total":86947,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":200837,"Other total":0,"Royalties revenue":0,"Net rental income":29200,"Net income from fundraising events":171637,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":462386,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":181998,"Current officers":135750,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":35682,"Payroll taxes":10566},"Other expenses":{"value":280388,"Management services":0,"Legal":0,"Accounting":4090,"Lobbying services":0,"Investment management fees":0,"Other services":9799,"Advertising":5775,"Office expenses":38070,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":58676,"Insurance":14330,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":149648,"Automobile":8764,"Utilities and Real Estate Taxes":8944,"Maintenance":15257,"Preserve Expenses":116683},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":361494,"Management And General Expenses":55391,"Fundraising Expenses":45501}},"Assets":{"value":13440089,"Non-interest bearing cash":171826,"Savings and temp cash investments":0,"Pledges and grants receivable":295085,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":10961,"Land, building, equipment":7590438,"Investments publicly traded":5371778,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1},"Liabilities":{"value":27244,"Sum of Total Liabilities":0,"Accounts payable, accrued":8077,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":15000},"Fund balance":{"value":13412845,"Net assets without donor restriction":10140947,"Net assets with donor restriction":3271898,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7818013521170624,"percentile":0.6040740576639572},"Fundraising Efficiency":{"score":10.44748467066658,"percentile":0.41270184149915945},"Operating Margin":{"score":0.3941125983581317,"percentile":0.8825555941197702},"Liabilities to Assets Ratio":{"score":0.0020270699100281256,"percentile":0.5561379833604542},"Operating Reserve Ratio":{"score":29.06681646935677,"percentile":0.9658469776945791},"Officer Compensation Ratio":{"score":0.2935858784651784,"percentile":0.1930822589176219},"Program Expense Growth":{"score":0.0398309316719177,"percentile":0.49092545764742274},"Revenue Growth":{"score":0.01900490227706928,"percentile":0.45957040201284993},"Asset Growth":{"score":0.04134731046593798,"percentile":0.49274018616546306},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6404543328804855,"percentile":0.717574433798371}},"source_xml":"202301389349300110_public.xml"},{"Organization":{"value":null,"Person":["Anthony J Maginnis","Hugh G Moulton","John Bartlett","Harriet A Campbell","Katherine C Krause","Joseph A Meo Esq","Paul W Meyer","Robert M Wurtz Jr","Kimberly G Sheppard"],"Title":["Chairman","Secretary and Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","President"],"Hours":[2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,114648],"Direct compensation":[0,0,0,0,0,0,0,0,114648],"Other compensation":[0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2015,"name":"The Whitemarsh Foundation","phone":6103310991,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":30,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1519941,"Contributions":{"value":1320807,"Other contributions":1320807,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":65185,"Investment income total":65185,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":133949,"Other total":0,"Royalties revenue":0,"Net rental income":22000,"Net income from fundraising events":111949,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":357819,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":131913,"Current officers":0,"Disqualified persons":114648,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":7009,"Payroll taxes":10256},"Other expenses":{"value":225906,"Management services":0,"Legal":3510,"Accounting":6300,"Lobbying services":0,"Investment management fees":0,"Other services":22759,"Advertising":4640,"Office expenses":1735,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":13682,"Insurance":10112,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":126261,"Maintenance Fees Angus":75000,"Conservation Agreement Fees":20936,"Management Fees":15519,"Dixon Meadow Preserve Expenses":14806},"All other expenses":36907},"Functional Expenses":{"value":null,"Program Service Expenses":250519,"Management And General Expenses":44848,"Fundraising Expenses":62452}},"Assets":{"value":10938755,"Non-interest bearing cash":52384,"Savings and temp cash investments":449763,"Pledges and grants receivable":211436,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":3560,"Land, building, equipment":6781201,"Investments publicly traded":3440411,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":131959,"Sum of Total Liabilities":0,"Accounts payable, accrued":7792,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":120000},"Fund balance":{"value":10806796,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6982983,"Temporarily restricted net assets":1393036,"Permanently restricted net assets":2430777},"Ratings":{"Program Expense Ratio":{"score":0.7001277182038964,"percentile":0.5371279192479035},"Fundraising Efficiency":{"score":21.149154550694934,"percentile":0.6120505339397099},"Operating Margin":{"score":0.7645836252854552,"percentile":0.9683987886715231},"Liabilities to Assets Ratio":{"score":0.012063438663723614,"percentile":0.4883046721498182},"Operating Reserve Ratio":{"score":30.570637668765492,"percentile":0.9678701135086097},"Officer Compensation Ratio":{"score":0.3204078039455702,"percentile":0.16906962331023415},"Program Expense Growth":{"score":0.10998529100673099,"percentile":0.6948365939703565},"Revenue Growth":{"score":0.6519652158669738,"percentile":0.9897050576857769},"Asset Growth":{"score":0.06348127539576008,"percentile":0.5758689726190813},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7189963315618988,"percentile":0.878299322271914}},"source_xml":"201632729349300608_public.xml"},{"Organization":{"value":null,"Person":["Anthony J Maginnis","Hugh G Moulton","Ann Reed","Thomas O'Rourke","Bruce Ficken","Paul W Meyer","Robert M Wurtz Jr","Harriet Campbell","Stephen Gardner","Kimberly G Sheppard"],"Title":["Chairman","Secretary and Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","President"],"Hours":[2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,105000],"Direct compensation":[0,0,0,0,0,0,0,0,0,105000],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2018,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":50,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":581623,"Contributions":{"value":307550,"Other contributions":307550,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":76725,"Investment income total":76725,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":197348,"Other total":0,"Royalties revenue":0,"Net rental income":29200,"Net income from fundraising events":168148,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":399047,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":137085,"Current officers":105000,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":23813,"Payroll taxes":8272},"Other expenses":{"value":261962,"Management services":0,"Legal":0,"Accounting":9682,"Lobbying services":0,"Investment management fees":0,"Other services":23243,"Advertising":0,"Office expenses":18051,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":17480,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":51206,"Insurance":9535,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":128308,"Promotional":7801,"Utilities":2584,"Maintenance":6753,"Dixon Meadow Preserve Expenses":111170},"All other expenses":4457},"Functional Expenses":{"value":null,"Program Service Expenses":279926,"Management And General Expenses":50578,"Fundraising Expenses":68543}},"Assets":{"value":11299105,"Non-interest bearing cash":145856,"Savings and temp cash investments":0,"Pledges and grants receivable":109246,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":3560,"Land, building, equipment":7189590,"Investments publicly traded":3850853,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":89382,"Sum of Total Liabilities":0,"Accounts payable, accrued":10215,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":75000},"Fund balance":{"value":11209723,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":8480725,"Temporarily restricted net assets":0,"Permanently restricted net assets":2728998},"Ratings":{"Program Expense Ratio":{"score":0.7014862910885183,"percentile":0.5379395487098515},"Fundraising Efficiency":{"score":4.486964387318909,"percentile":0.1809327407817035},"Operating Margin":{"score":0.3139078062593811,"percentile":0.8435781105713254},"Liabilities to Assets Ratio":{"score":0.007910538047040009,"percentile":0.5098335389924832},"Operating Reserve Ratio":{"score":28.315223520036486,"percentile":0.9647211271681616},"Officer Compensation Ratio":{"score":0.2631268998388661,"percentile":0.2253349984151768},"Program Expense Growth":{"score":0.03170320278326176,"percentile":0.45629095433508626},"Revenue Growth":{"score":-0.03344067176220572,"percentile":0.2581115505657991},"Asset Growth":{"score":0.03310665957205165,"percentile":0.45893591138566575},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5728679230821174,"percentile":0.5254235525558743}},"source_xml":"201912599349300121_public.xml"},{"Organization":{"value":null,"Person":["Kimberly G Sheppard","Bruce Ficken","Hugh G Moulton","Anthony Maginnis","Paul Meyer","Robert Wurtz","Harriet Campbell","Ann Reed","Gail Harrity","Thomas O'Rourke"],"Title":["President","Chairman","Secretary","Vice Chair","Vice Chair","Board Member","Board Member","Board Member","Treasurer","Board Member"],"Hours":[40.0,2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[153995,0,0,0,0,0,0,0,0,0],"Direct compensation":[127995,0,0,0,0,0,0,0,0,0],"Other compensation":[26000,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2023,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":31,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":875274,"Contributions":{"value":513471,"Other contributions":513471,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":121503,"Investment income total":121503,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":240300,"Other total":0,"Royalties revenue":0,"Net rental income":28600,"Net income from fundraising events":211700,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":607899,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":180028,"Current officers":127995,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":42046,"Payroll taxes":9987},"Other expenses":{"value":427871,"Management services":0,"Legal":0,"Accounting":8665,"Lobbying services":0,"Investment management fees":0,"Other services":22416,"Advertising":5669,"Office expenses":44560,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":65717,"Insurance":17731,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":263113,"Automobile":20499,"Utilities and Real Estate Taxes":10154,"Maintenance":31783,"Preserve Expenses":200677},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":510871,"Management And General Expenses":52020,"Fundraising Expenses":45008}},"Assets":{"value":14485996,"Non-interest bearing cash":320350,"Savings and temp cash investments":0,"Pledges and grants receivable":138032,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":7606304,"Investments publicly traded":6421310,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":14412,"Sum of Total Liabilities":0,"Accounts payable, accrued":10245,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":14471584,"Net assets without donor restriction":10982187,"Net assets with donor restriction":3489397,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8403879591840092,"percentile":0.6791389074621575},"Fundraising Efficiency":{"score":11.408438499822253,"percentile":0.43929466002686257},"Operating Margin":{"score":0.3054757710157048,"percentile":0.8386169138025944},"Liabilities to Assets Ratio":{"score":0.000994891894212866,"percentile":0.5691834102711587},"Operating Reserve Ratio":{"score":23.829609852952547,"percentile":0.9562983667588943},"Officer Compensation Ratio":{"score":0.2533233316718731,"percentile":0.23694449993089292},"Program Expense Growth":{"score":0.056731059863611946,"percentile":0.5558906976086567},"Revenue Growth":{"score":0.027179383798941303,"percentile":0.5007781679582939},"Asset Growth":{"score":0.04071236529648466,"percentile":0.49021861727524213},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6673240448118918,"percentile":0.7830796161014066}},"source_xml":"202431919349301338_public.xml"},{"Organization":{"value":null,"Person":["Joseph Meo","Paul Meyer","Harriet Campbell","Robert Wurtz","Hugh G Moulton","Tina Krause","John Bartlett","Anthony Maginnis","Kimberly G Sheppard"],"Title":["Board Member","Board Member","Director","Director","President Chairman","Board Member","Board Member","Secretary Treasurer","Executive Director"],"Hours":[1.0,2.0,1.0,1.0,12.0,1.0,1.0,2.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,117000],"Direct compensation":[0,0,0,0,0,0,0,0,106000],"Other compensation":[0,0,0,0,0,0,0,0,11000]},"Basic":{"value":null,"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.","year":2013,"name":"The Whitemarsh Foundation","phone":6103310991,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Hugh Moulton","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":20,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":478570,"Contributions":{"value":292815,"Other contributions":292815,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":55971,"Investment income total":55971,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":129784,"Other total":0,"Royalties revenue":0,"Net rental income":22000,"Net income from fundraising events":107784,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":290340,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":132686,"Current officers":0,"Disqualified persons":117000,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":4769,"Payroll taxes":10917},"Other expenses":{"value":157654,"Management services":0,"Legal":0,"Accounting":6250,"Lobbying services":0,"Investment management fees":0,"Other services":28341,"Advertising":5439,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":10355,"Insurance":3154,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":104115,"Maintenance Fees Angus":74500,"Miscellaneous":13400,"Management Fees":12229,"Real Estate Taxes":3986},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":191248,"Management And General Expenses":35133,"Fundraising Expenses":63959}},"Assets":{"value":9646962,"Non-interest bearing cash":20100,"Savings and temp cash investments":9792,"Pledges and grants receivable":172710,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":2280,"Land, building, equipment":5398361,"Investments publicly traded":3299349,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":744370},"Liabilities":{"value":19031,"Sum of Total Liabilities":0,"Accounts payable, accrued":14864,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":9627931,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6878298,"Temporarily restricted net assets":310414,"Permanently restricted net assets":2439219},"Ratings":{"Program Expense Ratio":{"score":0.6587035888957774,"percentile":0.5161125566932242},"Fundraising Efficiency":{"score":4.578167263403118,"percentile":0.18510709996284552},"Operating Margin":{"score":0.3933175919928119,"percentile":0.8822386791554939},"Liabilities to Assets Ratio":{"score":0.001972745409383804,"percentile":0.5567479962571673},"Operating Reserve Ratio":{"score":33.22643108080182,"percentile":0.9708719773964944},"Officer Compensation Ratio":{"score":0.402975821450713,"percentile":0.11307432747575513},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.625250796186135,"percentile":0.6772163252294874}},"source_xml":"201421709349300222_public.xml"},{"Organization":{"value":null,"Person":["Anthony J Maginnis","Hugh G Moulton","John Bartlett","Harriet A Campbell","Katherine C Krause","Joseph A Meo Esq","Paul W Meyer","Robert M Wurtz Jr","Kimberly G Sheppard"],"Title":["Chairman","Secretary and Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","President"],"Hours":[2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,113500],"Direct compensation":[0,0,0,0,0,0,0,0,113500],"Other compensation":[0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2016,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":40,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"548 Flourtown Avenue, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":304232,"Contributions":{"value":135288,"Other contributions":135288,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":67949,"Investment income total":67949,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":100995,"Other total":0,"Royalties revenue":0,"Net rental income":26200,"Net income from fundraising events":74795,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":380356,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":141344,"Current officers":113500,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":18843,"Payroll taxes":9001},"Other expenses":{"value":239012,"Management services":0,"Legal":0,"Accounting":6750,"Lobbying services":0,"Investment management fees":7444,"Other services":23268,"Advertising":9582,"Office expenses":20395,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":3620,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":31289,"Insurance":5462,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":124540,"Maintenance Fees Angus":87491,"Maintenance":11848,"Dixon Meadow Preserve Expenses":25201},"All other expenses":6662},"Functional Expenses":{"value":null,"Program Service Expenses":274935,"Management And General Expenses":38671,"Fundraising Expenses":66750}},"Assets":{"value":10955252,"Non-interest bearing cash":73590,"Savings and temp cash investments":0,"Pledges and grants receivable":141725,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":3560,"Land, building, equipment":7245154,"Investments publicly traded":3491223,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":119798,"Sum of Total Liabilities":0,"Accounts payable, accrued":10631,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":105000},"Fund balance":{"value":10835454,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":6948413,"Temporarily restricted net assets":1457970,"Permanently restricted net assets":2429071},"Ratings":{"Program Expense Ratio":{"score":0.7228359747184216,"percentile":0.5518979642802478},"Fundraising Efficiency":{"score":2.0267865168539325,"percentile":0.07623101833050594},"Operating Margin":{"score":-0.2502169397039102,"percentile":0.12954383198900926},"Liabilities to Assets Ratio":{"score":0.010935211713979742,"percentile":0.49363747126097735},"Operating Reserve Ratio":{"score":28.802627012588207,"percentile":0.9654599728914756},"Officer Compensation Ratio":{"score":0.2984046524834629,"percentile":0.1885236334013334},"Program Expense Growth":{"score":0.04984768537151846,"percentile":0.5307926042908275},"Revenue Growth":{"score":0.08881248166769871,"percentile":0.73680901023027},"Asset Growth":{"score":0.04749912293069021,"percentile":0.5170808676731448},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5048219931742534,"percentile":0.33349305443203053}},"source_xml":"201702779349300905_public.xml"},{"Organization":{"value":null,"Person":["Kimberly G Sheppard","Anthony J Maginnis","Hugh G Moulton","Ann Reed","Thomas O'Rourke","Bruce Ficken","Paul W Meyer","Robert M Wurtz Jr","Harriet Campbell","Stephen Gardner"],"Title":["President","Chairman","Secretary and Treasurer","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member"],"Hours":[40.0,2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[110000,0,0,0,0,0,0,0,0,0],"Direct compensation":[110000,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2020,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":30,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":550826,"Contributions":{"value":269883,"Other contributions":269883,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":92257,"Investment income total":92257,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":188686,"Other total":0,"Royalties revenue":0,"Net rental income":29200,"Net income from fundraising events":159486,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":506877,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":169159,"Current officers":110000,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":50583,"Payroll taxes":8576},"Other expenses":{"value":337718,"Management services":0,"Legal":0,"Accounting":6750,"Lobbying services":0,"Investment management fees":0,"Other services":5360,"Advertising":5658,"Office expenses":44631,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":56020,"Insurance":3018,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":205205,"Automobile":10827,"Utilities and Real Estate Taxes":7171,"Maintenance":39141,"Dixon Meadow Preserve Expenses":148066},"All other expenses":11076},"Functional Expenses":{"value":null,"Program Service Expenses":365645,"Management And General Expenses":64231,"Fundraising Expenses":77001}},"Assets":{"value":13259358,"Non-interest bearing cash":180180,"Savings and temp cash investments":0,"Pledges and grants receivable":108754,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":7152423,"Investments publicly traded":5818001,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":62343,"Sum of Total Liabilities":0,"Accounts payable, accrued":13176,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":45000},"Fund balance":{"value":13197015,"Net assets without donor restriction":9582017,"Net assets with donor restriction":3614998,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7213683003963486,"percentile":0.5508732569099273},"Fundraising Efficiency":{"score":3.5049285074219814,"percentile":0.136612336633074},"Operating Margin":{"score":0.07978744648945402,"percentile":0.5865939059799917},"Liabilities to Assets Ratio":{"score":0.004701811354667398,"percentile":0.5314310271650337},"Operating Reserve Ratio":{"score":26.15892613000787,"percentile":0.9611202647234108},"Officer Compensation Ratio":{"score":0.21701517330634454,"percentile":0.28667815683840225},"Program Expense Growth":{"score":0.04568696340885675,"percentile":0.5148427464929336},"Revenue Growth":{"score":0.020762116120129643,"percentile":0.4685791764550089},"Asset Growth":{"score":0.042459867610009985,"percentile":0.4972181157090041},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5616953677392131,"percentile":0.49204750916079826}},"source_xml":"202142579349301459_public.xml"},{"Organization":{"value":null,"Person":["Kimberly G Sheppard","Bruce Ficken","Hugh G Moulton","Anthony Maginnis","Paul Meyer","Robert Wurtz","Harriet Campbell","Ann Reed","Stephen Gardner","Thomas O'Rourke"],"Title":["President","Chairman","Secretary and Treasurer","Vice Chair","Vice Chair","Board Member","Board Member","Board Member","Board Member","Board Member"],"Hours":[40.0,2.0,12.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[120623,0,0,0,0,0,0,0,0,0],"Direct compensation":[120623,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2021,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":35,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":668779,"Contributions":{"value":404872,"Other contributions":404872,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":80469,"Investment income total":80469,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":183438,"Other total":0,"Royalties revenue":0,"Net rental income":28600,"Net income from fundraising events":154838,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":465005,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":163400,"Current officers":120623,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":32879,"Payroll taxes":9898},"Other expenses":{"value":301605,"Management services":0,"Legal":0,"Accounting":6900,"Lobbying services":0,"Investment management fees":0,"Other services":4255,"Advertising":7412,"Office expenses":23936,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":57481,"Insurance":20425,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":176477,"Automobile":12218,"Utilities and Real Estate Taxes":7639,"Maintenance":18724,"Dixon Meadow Preserve Expenses":137896},"All other expenses":4719},"Functional Expenses":{"value":null,"Program Service Expenses":337100,"Management And General Expenses":46204,"Fundraising Expenses":81701}},"Assets":{"value":14148954,"Non-interest bearing cash":223040,"Savings and temp cash investments":0,"Pledges and grants receivable":98417,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":26594,"Land, building, equipment":7188189,"Investments publicly traded":6612714,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":57423,"Sum of Total Liabilities":0,"Accounts payable, accrued":23256,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":30000},"Fund balance":{"value":14091531,"Net assets without donor restriction":10260617,"Net assets with donor restriction":3830914,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7249384415221342,"percentile":0.5533701755375283},"Fundraising Efficiency":{"score":4.955532980012484,"percentile":0.20248618227587062},"Operating Margin":{"score":0.304695572079865,"percentile":0.8381583551726127},"Liabilities to Assets Ratio":{"score":0.0040584625548998185,"percentile":0.5366259690970498},"Operating Reserve Ratio":{"score":30.427530886764657,"percentile":0.967695910824393},"Officer Compensation Ratio":{"score":0.25940151181170096,"percentile":0.22974075808760433},"Program Expense Growth":{"score":0.040642067004727736,"percentile":0.4943324812917898},"Revenue Growth":{"score":0.015183295041582879,"percentile":0.4402918822761644},"Asset Growth":{"score":0.04563090774445663,"percentile":0.5097429732364368},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6006955416253459,"percentile":0.6075532614201752}},"source_xml":"202201689349300430_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["Kimberly G Sheppard","Bruce Ficken","Anthony Maginnis","Robert Wurtz","Harriet Campbell","Gail Harrity","Thomas O'Rourke","Clifford Haugen","Louise Johnston","Robert M Peck"],"Title":["President","Chairman","Vice Chair","Board Member","Board Member","Treasurer","Board Member","Board Member","Board Member","Board Member"],"Hours":[40.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[196537,0,0,0,0,0,0,0,0,0],"Direct compensation":[157091,0,0,0,0,0,0,0,0,0],"Other compensation":[39446,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"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.","year":2024,"name":"The Whitemarsh Foundation","phone":6108285351,"website":"www.whitemarshfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kim Sheppard","year_formation":2001,"state_legal_domicile":"PA","total_volunteers":41,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO Box 538, Lafayette Hill, PA, 19444, USA","city":"Lafayette Hill","state":"PA","country":"USA","zip_code":19444},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":860511,"Contributions":{"value":455278,"Other contributions":455278,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":164614,"Investment income total":164614,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":240619,"Other total":25350,"Royalties revenue":0,"Net rental income":29200,"Net income from fundraising events":186069,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":678672,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":208748,"Current officers":157091,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":39446,"Payroll taxes":12211},"Other expenses":{"value":469924,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":39739,"Advertising":19764,"Office expenses":50961,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":74398,"Insurance":19225,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":223203,"Educational":2233,"Utilities and Real Estate Taxes":11827,"Maintenance":39256,"Preserve Expenses":169887},"All other expenses":42634},"Functional Expenses":{"value":null,"Program Service Expenses":558030,"Management And General Expenses":68454,"Fundraising Expenses":52188}},"Assets":{"value":15510766,"Non-interest bearing cash":224840,"Savings and temp cash investments":0,"Pledges and grants receivable":145603,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":7633296,"Investments publicly traded":7507026,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1},"Liabilities":{"value":15671,"Sum of Total Liabilities":0,"Accounts payable, accrued":11504,"Grants payable":0,"Deferred, revenue":4167,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":15495095,"Net assets without donor restriction":11613129,"Net assets with donor restriction":3881966,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.822238135653158,"percentile":0.6541401158434904},"Fundraising Efficiency":{"score":8.723806238982142,"percentile":0.3572082100850905},"Operating Margin":{"score":0.2113151371684964,"percentile":0.767390937943974},"Liabilities to Assets Ratio":{"score":0.0010103305020525742,"percentile":0.5689568574626414},"Operating Reserve Ratio":{"score":22.854583657495816,"percentile":0.9539801776746124},"Officer Compensation Ratio":{"score":0.2895905533158875,"percentile":0.19707239931488751},"Program Expense Growth":{"score":0.06718038403999486,"percentile":0.5905894682181078},"Revenue Growth":{"score":0.029714448825333598,"percentile":0.5132750498271065},"Asset Growth":{"score":0.04154557671980228,"percentile":0.4935282815791178},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6446960742344585,"percentile":0.7283948049579402}},"source_xml":"202521649349300017_public.xml"},"sector":"Environment and Animals","donation_categories":[],"zakat_policy":null},"error":null}