2019-05-14T11:49:02-05:00 2018-12-31 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2018-01-01 236296515 HERITAGE CONSERVANCY INC HERI 2153457020 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 LINDA J CACOSSA COO 2153457020 2019-05-14 true CYNTHIA BERGVALL CPA P00133440 2153432727 2019-05-14 71.162.146.76 2019-05-14 11:49:02 CD P A0D890806678E283C743CAE1876DB8C28E29C278 A0D890806678E283C743CAE1876DB8C28E29C278 2018 2019-02-21 02:37:17Z LINDA J CACOSSA 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 2990963 false X WWW.HERITAGECONSERVANCY.ORG X 1958 PA WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED TO THE PRESERVATION AND PROTECTION OF SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, AND OUR HISTORIC HERITAGE. 22 22 25 389 68813 67813 3298349 1270357 903809 440417 193266 582572 377567 329429 4772991 2622775 0 0 1243039 1351097 0 290065 1453590 1220223 2696629 2571320 2076362 51455 24493531 23576272 332801 349902 24160730 23226370 X WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED TO THE PRESERVATION AND PROTECTION OF SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, AND OUR HISTORIC HERITAGE. false false 1359455 288758 HERITAGE CONSERVANCY WORKS WITH PRIVATE LANDOWNERS AND MUNICIPALITIES TO PERMANENTLY PROTECT THE REGION'S SIGNIFICANT NATURAL AND HISTORIC RESOURCES. WE HOLD 230 CONSERVATION EASEMENTS ON 7,722 ACRES OF FARMLAND, WOODLANDS, PARKLAND AND SCENIC LANDSCAPES THAT HELP ENHANCE OUR AREA'S WATER AND AIR QUALITY. HERITAGE ALSO SERVES AS LAND TRUST BENEFICIARY ON AN ADDITIONAL 46 CONSERVATION EASEMENTS, WHICH PROTECT ANOTHER 2500 ACRES. STAFF MONITORS EASEMENTS ANNUALLY TO ENSURE ADHERENCE TO DESIGNATED CONSERVATION PURPOSES. WE PARTNER WITH MUNICIPALITIES TO PROVIDE ASSISTANCE WITH LOCAL PRESERVATION EFFORTS INCLUDING LANDOWNER OUTREACH, EASEMENT NEGOTIATIONS, SECURING FUNDING, AND PERFORMING ANNUAL MONITORING DUTIES ON MUNICIPALLY-HELD EASEMENTS. OUR HISTORIC PRESERVATION EFFORTS INCLUDE SERVING AS THE HOLDER OF 16 FAADE EASEMENTS, WHICH ARE ALSO MONITORED BY STAFF EACH YEAR; DOCUMENTING IMPORTANT HISTORIC STRUCTURES VIA HISTORIC RESOURCE SURVEYS IN BUCKS AND MONTGOMERY COUNTIES. IN 2018, THREE PROPERTIES WERE ADDED TO HERITAGE CONSERVANCY'S REGISTER OF HISTORIC PLACES THAT FEATURES OVER 600 PROPERTIES OF SIGNIFICANCE. 575906 151659 HERITAGE CONSERVANCY OWNS 51 PROPERTIES TOTALING 1565 ACRES. IN 2018, THROUGH OUR EXPANDED COMMUNITY ENGAGEMENT AND OUTREACH INITIATIVES MORE THAN 5600 MEMBERS OF THE PUBLIC VISITED OUR PROPERTIES AND/OR PARTICIPATED IN A HC SPONSORED EDUCATIONAL SEMINAR. THROUGHOUT THE YEAR, MORE THAN 389 VOLUNTEERS DONATED 4,297 HOURS OF THEIR TIME ASSISTING STAFF IN STEWARDSHIP ACTIVITIES SUCH AS TREE PLANTINGS, TRAIL CLEARING, TRASH CLEAN-UPS, AND HABITAT IMPROVEMENTS AT SEVERAL HERITAGE CONSERVANCY PROPERTIES. ALDIE MANSION CONTINUES TO SERVE AS HOME TO OUR PROFESSIONAL OFFICES AS WELL AS A DESTINATION TO MORE THAN 20,000 VISITORS ANNUALLY. MID- YEAR WE LAUNCHED A NEW PROGRAM FOR TOURS OF HISTORIC ALDIE MANSION WHICH RESULTED IN 260 FIRST TIME TOUR PARTICIPANTS. WE CONTINUE TO SHOWCASE OUR PROPERTIES THROUGH PROGRAMMING AND EVENTS THAT ALLOW THE PUBLIC TO EXPERIENCE NATURE AND HISTORY FIRSTHAND. 1935361 true true false false false false true false false true true false false true true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 12 0 true 25 true true true false false false false true true false false false false false false X 22 22 false false false false true false false true true false false true true true true true true true true false PA NJ X X LINDA CACOSSA 2153457020 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 CHRISTOPHER B CHANDOR ESQ CHAIRMAN 2.00 X X 0 0 0 STEPHEN L PHILLIPS VICE CHAIRMA 2.00 X X 0 0 0 ROBERT W PRITCHARD JD CPA TREASURER 2.00 X X 0 0 0 JEFFREY H NICHOLAS SECRETARY 2.00 X X 0 0 0 DOUGLAS L CARR CPA DIRECTOR 2.00 X 0 0 0 JUDY CHANG CODY DIRECTOR 2.00 X 0 0 0 BRIAN J CLARK ESQ DIRECTOR 2.00 X 0 0 0 GEORGIANA S COLES DIRECTOR 2.00 X 0 0 0 LIZANN COOKE DIRECTOR 2.00 X 0 0 0 NICHOLAS DEROSE PG DIRECTOR 2.00 X 0 0 0 MICHAEL G FITZPATRICK DIRECTOR 2.00 X 0 0 0 DR VAIL P GARVIN FACHE DIRECTOR 2.00 X 0 0 0 SYDNEY F MARTIN DIRECTOR 2.00 X 0 0 0 DR SCOTT REINES MDPHD DIRECTOR 2.00 X 0 0 0 JONATHAN MOORE SHARAF DIRECTOR 2.00 X 0 0 0 BETH SNYDER DMD DIRECTOR 2.00 X 0 0 0 KATHY H SUMMERALL DIRECTOR 2.00 X 0 0 0 MARVIN L WOODALL DIRECTOR 2.00 X 0 0 0 JEFFREY L MARSHALL PRESIDENT 40.00 X 136594 0 6188 LINDA J CACOSSA COO 40.00 X 115209 0 5421 251803 11609 2 false false false 129235 168774 19625 952723 335 1270357 HISTORIC & LAND PLANNING 531390 288758 288758 PROPERTY MANAGEMENT 531190 151659 151659 440417 221492 221492 262238 262238 262238 262238 660283 299203 361080 361080 361080 57805 168774 68985 -11180 -11180 CATERING COMMISSIONS 722320 68813 68813 MISCELLANEOUS INCOME 900099 9558 9558 78371 2622775 440417 68813 843188 263412 171218 52683 39511 881678 686439 62987 132252 16130 13258 452 2420 100077 75058 10008 15011 89800 67339 8979 13482 16794 9190 7604 20230 20230 28273 28273 60168 47828 12340 6216 300 5916 132112 74461 30525 27126 3335 2135 1200 253610 231705 18926 2979 14312 13485 543 284 5017 2024 250 2743 850 850 236202 168680 50866 16656 37819 32444 5375 PASS THROUGH GRANT EXPENS 180000 180000 LAND & EASEMENT ACQST 148545 148545 BAD DEBTS 37446 12446 25000 UBIT 13529 13529 25765 1241 19039 5485 2571320 1935361 345894 290065 50938 11730 564833 505360 209052 137463 23233 14189 36944 14456 11038 8332 18052919 3830499 14423788 14222420 6924473 6394039 2249232 2268283 24493531 23576272 153902 156050 35811 27508 24022 18847 119066 147497 332801 349902 X 9887845 9389680 4160497 3634986 10112388 10201704 24160730 23226370 24493531 23576272 X 51455 -985815 X false true X true false X 1068148 3843215 2231158 3298349 1303562 11744432 1068148 3843215 2231158 3298349 1303562 11744432 1763374 9981058 102651 142236 195387 586948 483730 1510952 69902 71277 77372 76337 68813 363701 55040 118789 71900 78105 34158 357992 13977077 3688674 0.71410 0.73270 X PART II, LINE 10 SPECIAL EVENT INCOME 282,053 MISCELLANEOUS INCOME 75,939 X X X X X 230 7722.00 6 1 1 true 10810.00 171580 true 9436677 444164 -324340 -614287 -33263 8908951 7307501 1951847 1028602 -803223 -48050 9436677 6258453 819015 454442 -199865 -24544 7307501 5945314 783493 2549 -452001 -20902 6258453 5352483 314616 497893 -190118 -29560 5945314 0.13330 0.54880 0.31790 false false 13320553 13320553 4339462 3541680 797782 215055 182658 32397 177849 106161 71688 14222420 ASSETS HELD IN CHARITABLE REMAINDER 2268283 2268283 SECURITY DEPOSIT 147497 147497 X 1678097 -985815 425 -985390 2663487 28273 -68985 -40712 2622775 2612457 425 68985 69410 2543047 28273 28273 2571320 SCHEDULE D, PAGE 1, PART II, LINE 5 AS A NATIONALLY ACCREDITED LAND TRUST, WE'VE ADOPTED AND ARE REQUIRED TO FOLLOW LAND TRUST STANDARDS AND PRACTICES, WHICH MEANS WE MUST MONITOR OUR CONSERVATION EASEMENT PROPERTIES ANNUALLY. WE ALSO HAVE POLICIES ON EASEMENT VIOLATIONS AND ENFORCEMENT. OUR ENFORCEMENT POLICY INCLUDES STIPULATIONS FOR ANNUAL MONITORING, IDENTIFICATION OF POSSIBLE VIOLATIONS DURING THE MONITORING VISIT AND THE STEPS TO BE TAKEN TO CONFIRM AND RESOLVE ANY VIOLATIONS. SCHEDULE D, PAGE 1, PART II, LINE 9 EASEMENTS: THE CONSERVANCY RECEIVES OR PURCHASES CONSERVATION EASEMENTS FROM VARIOUS LANDOWNERS AND IT IS RECORDED AS AN EXPENSE FOR CONSERVATION RESTRICTIONS, A COMPONENT OF PROGRAM SERVICES, IN THE STATEMENT OF ACTIVITIES IN THE YEAR OF ITS PURCHASE. EASEMENTS ARE LEGAL RESTRICTIONS THAT PERMANENTLY PROTECT LAND WHILE LEAVING IT IN PRIVATE OWNERSHIP. A LANDOWNER DONATES OR SELLS THE EASEMENT TO THE CONSERVANCY, WHICH IN TURN ENSURES THAT THE CONDITIONS OF THE EASEMENT ARE MET OVER TIME. WHILE THE OWNER STILL RETAINS THE FEE INTEREST IN THE LAND, IT IS THE CONSERVANCY'S RESPONSIBILITY TO MONITOR COMPLIANCE WITH RESTRICTIONS AS SET FORTH IN THE EASEMENT AND TO TAKE ACTION, INCLUDING LEGAL MEASURES IF NECESSARY, TO CORRECT ANY VIOLATIONS. SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUNDS ARE FOR CONSERVATION PURPOSES AND THE INVESTMENT EARNINGS ARE INTENDED TO BE USED TO MAINTAIN, MONITOR, AND FOR THE ENFORCEMENT OF CONSERVATION EASEMENTS. SCHEDULE D, PAGE 3, PART X AS REQUIRED BY THE FASB ACCOUNTING STANDARDS CODIFICATION, ENTITIES ARE REQUIRED TO DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITIES BEFORE ANY PART OF THE BENEFIT CAN BE RECORDED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON THE RECOGNITION, MEASUREMENT, AND CLASSIFICATION OF INCOME TAX UNCERTAINTIES, ALONG WITH ANY RELATED INTEREST OR PENALTIES. THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL TAX RETURN IS SUBJECT TO AUDIT BY TAXING AUTHORITIES. THE ORGANIZATION'S RETURNS OPEN AUDIT PERIODS ARE FOR THE FISCAL YEARS ENDING DECEMBER 31, 2015 - 2017. SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSES -68,985 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 68,985 NJ PA CHRISTMAS/ALDIE 112979 90279 22700 1934 15305 300 11539 FARM TO TABLE 97000 66095 30905 12381 5148 300 7175 2 16600 12400 4200 5919 8984 226579 168774 57805 14315 26372 600 27698 68985 -11180 FORM 990, PAGE 2, PART III, LINE 4A HERITAGE CONSERVANCY WORKS WITH PRIVATE LANDOWNERS AND MUNICIPALITIES TO PERMANENTLY PROTECT THE REGION'S SIGNIFICANT NATURAL AND HISTORIC RESOURCES. WE HOLD 230 CONSERVATION EASEMENTS ON 7,722 ACRES OF FARMLAND, WOODLANDS, PARKLAND AND SCENIC LANDSCAPES THAT HELP ENHANCE OUR AREA'S WATER AND AIR QUALITY. HERITAGE ALSO SERVES AS LAND TRUST BENEFICIARY ON AN ADDITIONAL 46 CONSERVATION EASEMENTS, WHICH PROTECT ANOTHER 2500 ACRES. STAFF MONITORS EASEMENTS ANNUALLY TO ENSURE ADHERENCE TO DESIGNATED CONSERVATION PURPOSES. WE PARTNER WITH MUNICIPALITIES TO PROVIDE ASSISTANCE WITH LOCAL PRESERVATION EFFORTS INCLUDING LANDOWNER OUTREACH, EASEMENT NEGOTIATIONS, SECURING FUNDING, AND PERFORMING ANNUAL MONITORING DUTIES ON MUNICIPALLY-HELD EASEMENTS. OUR HISTORIC PRESERVATION EFFORTS INCLUDE SERVING AS THE HOLDER OF 16 FAADE EASEMENTS, WHICH ARE ALSO MONITORED BY STAFF EACH YEAR; DOCUMENTING IMPORTANT HISTORIC STRUCTURES VIA HISTORIC RESOURCE SURVEYS IN BUCKS AND MONTGOMERY COUNTIES. IN 2018, THREE PROPERTIES WERE ADDED TO HERITAGE CONSERVANCY'S REGISTER OF HISTORIC PLACES THAT FEATURES OVER 600 PROPERTIES OF SIGNIFICANCE. FORM 990, PAGE 2, PART III, LINE 4B HERITAGE CONSERVANCY OWNS 51 PROPERTIES TOTALING 1565 ACRES. IN 2018, THROUGH OUR EXPANDED COMMUNITY ENGAGEMENT AND OUTREACH INITIATIVES MORE THAN 5600 MEMBERS OF THE PUBLIC VISITED OUR PROPERTIES AND/OR PARTICIPATED IN A HC SPONSORED EDUCATIONAL SEMINAR. THROUGHOUT THE YEAR, MORE THAN 389 VOLUNTEERS DONATED 4,297 HOURS OF THEIR TIME ASSISTING STAFF IN STEWARDSHIP ACTIVITIES SUCH AS TREE PLANTINGS, TRAIL CLEARING, TRASH CLEAN-UPS, AND HABITAT IMPROVEMENTS AT SEVERAL HERITAGE CONSERVANCY PROPERTIES. ALDIE MANSION CONTINUES TO SERVE AS HOME TO OUR PROFESSIONAL OFFICES AS WELL AS A DESTINATION TO MORE THAN 20,000 VISITORS ANNUALLY. MID- YEAR WE LAUNCHED A NEW PROGRAM FOR TOURS OF HISTORIC ALDIE MANSION WHICH RESULTED IN 260 FIRST TIME TOUR PARTICIPANTS. WE CONTINUE TO SHOWCASE OUR PROPERTIES THROUGH PROGRAMMING AND EVENTS THAT ALLOW THE PUBLIC TO EXPERIENCE NATURE AND HISTORY FIRSTHAND. FORM 990, PAGE 6, PART VI, LINE 6 MEMBERS HELP TO PRESERVE THE NATURAL AND HISTORIC RESOURCES OF THE AREA THROUGH THEIR MEMBERSHIP DUES. MEMBERS RECEIVE THE ENVIRONS NEWSLETTER, CAN ATTEND FREE SEMINARS, ATTEND AN ANNUAL MEMBER APPRECIATION PARTY, AND ARE INVITED TO MEMBER-ONLY EVENTS. FORM 990, PAGE 6, PART VI, LINE 11B IT IS THE ORGANIZATION'S POLICY TO HAVE THE FINANCE COMMITTEE REVIEW THE FORM 990 BEFORE IT IS OFFICIALLY FILED AND THEN PROVIDE A COPY OF THE FORM 990 TO ALL BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS ARE REQUIRED TO BRING ANY CONFLICTS OF INTEREST TO THE BOARD'S ATTENTION BEFORE THEY OCCUR. DURING THE BOARD MEETINGS ANY POTENTIAL CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. THE BOARD MEMBER WITH THE CONFLICT ABSTAINS FROM ANY DISCUSSION OR VOTE ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD'S HUMAN RESOURCES COMMITTEE REGULARLY REVIEWS TOTAL COMPENSATION LEVELS FOR HERITAGE CONSERVANCY'S SENIOR EXECUTIVES AND OFFICERS TO ENSURE THAT ALL SUCH COMPENSATION IS BOTH REASONABLE AND APPROPRIATE GIVEN THE INDIVIDUAL'S ROLE AND PERFORMANCE AS WELL AS COMPENSATION LEVELS IN THE MARKETPLACE. ACTIONS TAKEN BY THE COMMITTEE ENABLE HERITAGE TO ACHIEVE A REPUTABLE PRESUMPTION OF REASONABLENESS UNDER IRS CODE SECTION 4958. COMMITTEE MEMBERS INVOLVED IN SENIOR EXECUTIVE AND OFFICER PAY DECISIONS ARE TRULY INDEPENDENT AND FREE FROM CONFLICTS OF INTEREST WITH RESPECT TO THEIR EFFORTS IN DETERMINING COMPENSATION LEVELS. MEMBERS OF MANAGEMENT NEITHER EXERT UNDUE INFLUENCE NOR DRIVE THE CONCLUSIONS OF THE COMPENSATION ANALYSES, AND THEY ARE RECUSED DURING THE COMMITTEE'S DELIBERATIONS ABOUT THEIR PAY. FORM 990, PAGE 6, PART VI, LINE 15B THE ORGANIZATION USES THE SAME COMPENSATION PROCESS FOR KEY EMPLOYEES THAT IS USED FOR TOP OFFICIAL EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES 68,985 SPECIAL EVENT EXPENSES -68,985