2023-11-27T14:40:35-06:00 2022-12-31 271235638 MCM CPAS & ADVISORS LLP 101 S FIFTH STREET SUITE 2100 LOUISVILLE KY 40202 990 2022-01-01 814538349 RIVER HERITAGE CONSERVANCY INC RIVE 8127863420 PO BOX 486 JEFFERSONVILLE IN 47131 SUSAN RADEMACHER EXECUTIVE DIRECTOR 8127863420 2023-11-15 1 SUSAN RADEMACHER 999009999 0 ANNAMARIE REILLY CPA P00431897 5027491900 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN RADEMACHER PO BOX 486 JEFFERSONVILLE IN 47131 6264561 0 X HTTP://RIVERHERITAGECONSERVANCY.ORG X 2016 IN RIVER HERITAGE CONSERVANCY CREATES, MAINTAINS, AND PRESERVES PARKLANDS ALONG THE OHIO RIVER TO SERVE REGIONAL RECREATIONAL NEEDS IN THE SOUTHERN INDIANA AND LOUISVILLE METRO AREA. IN 2018, THE CONSERVANCY ACQUIRED PLANNING CONTROL OF MORE THAN 300 ACRES FOR ITS FIRST MAJOR PROJECT, ORIGIN PARK; SECURED A COLLABORATIVE AGREEMENT WITH FIVE PUBLIC AGENCIES; SOUGHT BROAD COMMUNITY INPUT; ASSESSED REGIONAL RECREATION NEEDS; AND COMPLETED INITIAL ENVIRONMENTAL STUDIES. AN ACCLAIMED MASTER PLAN BY THE LANDSCAPE ARCHITECTURE FIRM OLIN WAS INTRODUCED TO THE PUBLIC IN 2020. THE CONSERVANCY RAISED $1 MILLION TO BUILD THE PARK'S FIRST AMENITIES, TWO LAUNCH SITES ON THE SILVER CREEK BLUEWAY, COMPLETED IN 2022. COMMUNITY ENGAGEMENT ACTIVITIES INFORMED THE DEVELOPMENT OF SCHEMATIC DESIGN PLANS FOR THE 141-ACRE PHASE 1 IN 2022. THESE PLANS INCLUDE AN ENTRY DRIVE, EVENT ENTER, TRAIL SYSTEM, STREAM AND WOODLAND RESTORATION, AND AN OFFICE/ARTS PROGRAM BUILDING. 14 14 4 14 0 0 2136365 6216336 0 0 5105 39858 8550 8367 2150020 6264561 15181 2600 0 0 275780 371173 31408 18100 99597 334108 541797 656477 933670 1493543 5330891 9182654 14761072 7880 255407 9174774 14505665 X RIVER HERITAGE CONSERVANCY IS A 501(C)(3) ORGANIZATION DEDICATED TO CREATING, IMPROVING, AND SUSTAINING EXCEPTIONAL PARKS AND LANDSCAPES WITH NATURAL AND HISTORIC RESOURCES UNIQUE TO THE FALLS OF THE OHIO AREA, AND TO ADVANCING OUR REGION'S QUALITY OF LIFE AND ENVIRONMENT THROUGH PUBLIC-PRIVATE PARTNERSHIPS. THE CONSERVANCY'S ORIGIN PARK PROJECT IS RECLAIMING A FORGOTTEN INDUSTRIAL LANDSCAPE ALONG THE OHIO RIVER FROM JEFFERSONVILLE THROUGH CLARKSVILLE TO NEW ALBANY, INDIANA. WITH ABUNDANT HISTORIC AND NATURAL RESOURCES, ORIGIN PARK WILL PROVIDE AN UNPARALLELED NATURE EXPERIENCE AND OPPORTUNITIES TO DISCOVER AND HONOR THE RICH CULTURAL HERITAGE OF THE SITE. THE CONSERVANCY IS COMMITTED TO ESTABLISHING A SELF-SUSTAINING PARK THAT WILL BE SAFE, CLEAN, AND ATTRACTIVE WHILE OFFERING RECREATIONAL AND EDUCATIONAL OPPORTUNITIES FOR THE LOUISVILLE AND SOUTHERN INDIANA REGION THROUGHOUT THE YEAR. 0 0 531566 2600 WITH THREE FULL-TIME EMPLOYEES AND A VOLUNTEER BOARD OF DIRECTORS, RHC WORKED TO DEVELOP ITS ORGANIZATIONAL CAPACITY IN ADVANCE OF AN INITIAL CAPITAL CAMPAIGN IN 2023. ACTIVITIES CENTERED ON ORIGIN PARK AND INCLUDED LAND PURCHASE AGREEMENTS, ENVIRONMENTAL INVESTIGATIONS, LAUNCH SITE CONSTRUCTION, SCHEMATIC DESIGNS FOR PHASE 1 PROJECTS, SEVERAL PUBLIC ENGAGEMENT PROGRAMS, AND RHC'S FIRST ANNUAL FUND APPEAL. 531566 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X SUSAN RADEMACHER 8127863420 PO BOX 486 JEFFERSONVILLE IN 47131 SUSAN RADEMACHER EXECUTIVE DIRECTOR 50.00 X 170000 0 5100 DOUGLAS E SCOTT DIRECTOR OF DEVELOPMENT 40.00 X 105000 0 3150 CHARLOTTE IPSAN DIRECTOR 1.00 X 0 0 0 DANA HUBER DIRECTOR 1.00 X 0 0 0 GREG ZOLLER DIRECTOR 1.00 X 0 0 0 KEVIN BAITY DIRECTOR 1.00 X 0 0 0 RANDY KOETTER DIRECTOR 1.00 X 0 0 0 STEVE STEMLER DIRECTOR 1.00 X 0 0 0 TERRY COLEMAN DIRECTOR 1.00 X 0 0 0 TYLER ALLEN DIRECTOR 1.00 X 0 0 0 WILLIAM KEITH BAUMANN DIRECTOR 1.00 X 0 0 0 WILLIAM L BURNS JR DIRECTOR 1.00 X 0 0 0 KENT W LANUM BOARD CHAIRMAN 1.00 X X 0 0 0 RUDY SPENCER VICE CHAIRMAN 1.00 X X 0 0 0 JAMES D KENNEY III SECRETARY 1.00 X X 0 0 0 N WILLIAM WHITE TREASURER 1.00 X X 0 0 0 275000 0 8250 2 0 1 0 MAC CONSTRUCTION 1908 UNRUH CT NEW ALBANY IN 47150 GENERAL CONTRACTOR 717987 OLIN PARTNERSHIP LTD 1617 JOHN F KENNEDY BLVD SUITE 190 PHILADELPHIA PA 19103 LANDSCAPE ARCHITECTURE 479660 JOSEPH & JOSEPH ARCHITECTS PLLC 550 S 4TH STREET LOUISVILLE KY 40202 ARCHITECTS 113039 3 6216336 6216336 39858 39858 8367 0 8367 8367 8367 6264561 0 0 48225 X 2600 2600 175100 87550 52530 35020 155155 77578 46546 31031 5179 2589 1554 1036 12291 6146 3687 2458 23448 11724 7034 4690 91659 91659 12180 12180 18100 18100 269250 249550 19700 72269 72269 12213 12213 19182 9059 10123 15431 15431 5435 5435 7798 7798 6214 6065 149 EMPLOYEE RELOCATION EXP 12872 6436 3862 2574 MEALS & ENTERTAINMENT 6187 6187 DUES AND MEMBERSHIP FEE 6121 6121 DONOR EVENTS 4688 4688 298 298 933670 531566 302507 99597 18139 12937 1478381 5692118 299246 5000 9067244 16227 7386888 9051017 9182654 14761072 7880 255407 7880 255407 X 7309556 10375051 1865218 4130614 9174774 14505665 9182654 14761072 5330891 0 X 0 1 X 0 0 X 1677766 1568666 4385082 2136365 6216336 15984215 1677766 1568666 4385082 2136365 6216336 15984215 13763489 2220726 6134 11749 10342 13655 48225 90105 892 892 16075212 0.13810 0.16180 X RIVER HERITAGE IS PLANNING ON REACHING THE MINIMUM PUBLIC SUPPORT OF 33.333% BY ESTABLISHING AN ANNUAL FUND OF 200-300 CONTRIBUTORS THAT WILL COVER MOST OF THE YEAR-TO-YEAR EXPENSES. A CAPITAL CAMPAIGN WILL START MID-2023 AND SPAN THROUGH 2024 WITH THE ANTICIPATION OF RAISING IN EXCESS OF 25 MILLION DOLLARS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 139000 139000 0 PART II-B, LINE 1: HIGHER A PUBLIC AFFAIRS FIRM TO MANAGE GOVERNMENT RELATION, LOBBYING, AND PUBLICATIONS. 5883969 5883969 42989 16227 26762 3140286 3140286 9051017 X 6264561 0 6264561 0 6264561 933670 0 933670 0 933670 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE AND LOCAL STATUTES. TAX PROVISIONS AND ACCRUALS FOR FUTURE UNRELATED BUSINESS TAXABLE INCOME, INTERPRETATIONS, AND TAX PLANNING STRATEGIES HAVE BEEN EVALUATED FOR POTENTIAL UNCERTAIN TAX POSITIONS. THE ESTIMATES ARE DEEMED APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. X X X X X X 1 ASHLEY ROUNTREE AND ASSOCIATES 2525 NELSON MILLER PARKWAY106 LOUISVILLE KY 40223 CAPITAL CAMPAIGN FEASIBILITY STUDY 0 0 18100 -18100 18100 -18100 X X X 0 0 0 0 0 0 0 0 0 SUSAN RADEMACHER EXECUTIVE DIRECTOR 170000 0 0 0 0 0 5100 0 0 0 175100 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE BOARD FOR ACCURACY AND COMPLETENESS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS MUST ABIDE BY STANDARDS OF ETHICAL CONDUCT WHILE PERFORMING THEIR DUTIES AS DIRECTORS OF THE CORPORATION, AS MORE PARTICULARLY PRESCRIBED BY INDIANA LAW. THE PURPOSE OF THE CONFLICTS OF INTEREST POLICY IS TO PROTECT THE CORPORATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE CORPORATION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE CORPORATIONS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS (AND TO MEMBERS OF COMMITTEES,IF ANY WITH BOARD-DELEGATED POWERS) WHO ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSING HIS OR HER FINANCIAL INTEREST, THE INTERESTED PERSON MUST LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS MUST DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRMAN OF THE BOARD OR COMMITTEE MUST, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE MUST DETERMINE WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE MUST DETERMINE, BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT, AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION. THE BOARD OR COMMITTEE MUST MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANAGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT MUST INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES. THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT MUST TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE BOARD AND OF ALL COMMITTEES WITH BOARD-DELEGATED POWERS MUST CONTAIN: THE NAMES OF THE PERSONS (IF ANY) WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; AND THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANAGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANAGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. FORM 990, PART VI, SECTION C, LINE 19 ARTICLES, BY-LAWS, CONFLICT OF INTEREST POLICY, WHISTLE BLOWER AND DOCUMENT RETENTION POLICES ARE AVAILABLIE TO THE PUBLIC AS PART OF THE ORGANIZATION'S FORM 1023 APPLICATION FOR EXEMPTION. FORM 990, PART IX, LINE 11G PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 700. MANAGEMENT AND GENERAL EXPENSES 19,700. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,400. PUBLIC AFFAIRS: PROGRAM SERVICE EXPENSES 248,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 248,850.