2017-05-10T15:50:41-04:00 2016-12-31 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2016-01-01 236296515 HERITAGE CONSERVANCY INC HERI 2153457020 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 LINDA J CACOSSA COO 2153457020 2017-05-09 true CYNTHIA R BERGVALL CPA P00133440 2153432727 2017-05-10 6A36CA13AE06D1942A6C1A9528B806B6F3FC4756 6A36CA13AE06D1942A6C1A9528B806B6F3FC4756 2016 2021-01-29 14:40:06Z LINDA J CACOSSA 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 3786742 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. 21 21 21 451 77372 76372 3843215 2231158 267036 739964 266738 213426 348793 371324 4725782 3555872 0 0 1238807 1225526 0 177941 762159 1126291 2000966 2351817 2724816 1204055 21401803 22349951 907857 410942 20493946 21939009 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 1355093 602868 HERITAGE CONSERVANCY WORKS WITH PRIVATE LANDOWNERS AND MUNICIPALITIES TO PERMANENTLY PROTECT THE REGION'S SIGNIFICANT NATURAL AND HISTORIC RESOURCES. WE HOLD 217 CONSERVATION EASEMENTS ON 7,621 ACRES OF FARMLAND, WOODLANDS, PARKLAND AND SCENIC LANDSCAPES THAT AID IN PROTECTING OUR AREA'S WATER AND AIR QUALITY. HERITAGE ALSO SERVES AS LAND TRUST BENEFICIARY ON AN ADDITIONAL 25 CONSERVATION EASEMENTS, WHICH PROTECT ANOTHER 1418 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 15 FAADE EASEMENTS, WHICH ARE ALSO MONITORED BY STAFF EACH YEAR; DOCUMENTING IMPORTANT HISTORIC STRUCTURES VIA HISTORIC RESOURCE SURVEYS IN BUCKS AND MONTGOMERY COUNTIES; AND ACTIVELY MAINTAINING OUR REGISTER OF HISTORIC PLACES THAT FEATURES OVER 600 PROPERTIES OF SIGNIFICANCE. 585195 137096 HERITAGE CONSERVANCY OWNS 50 PROPERTIES TOTALING 1520 ACRES. IN 2016, WE ACQUIRED A 45-ACRE PROPERTY IN UPPER BUCKS COUNTY THAT WILL BE MAINTAINED AS A NATURE PRESERVE. STAFF ALSO COMPLETED A MANAGEMENT PLAN FOR OUR 80- ACRE CROYDON WOODS PRESERVE THAT RECOMMENDS SITE-SPECIFIC STEWARDSHIP ACTIVITIES AS WELL AS SUITABLE LEVELS OF PUBLIC ACCESS INCLUDING TRAILS. THROUGHOUT THE YEAR, MORE THAN 200 VOLUNTEERS ASSISTED STAFF IN PERFORMING STEWARDSHIP ACTIVITIES SUCH AS TREE PLANTINGS, TRAIL CLEARING, TRASH CLEANUPS, AND HABITAT IMPROVEMENTS AT SEVERAL HERITAGE CONSERVANCY PROPERTIES INCLUDING CROYDON WOODS. HISTORIC ALDIE MANSION SERVES AS HOME TO OUR PROFESSIONAL OFFICES AS WELL AS A DESTINATION TO MORE THAN 20,000 VISITORS ANNUALLY. AS APPROPRIATE, WE SHOWCASE OUR PROPERTIES THROUGH PROGRAMMING AND EVENTS THAT ALLOW THE PUBLIC TO EXPERIENCE NATURE AND HISTORY FIRSTHAND. MORE THAN 1500 MEMBERS OF THE PUBLIC VISITED OUR PROPERTIES. 1940288 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 true false false false false true false false false true 11 0 true 21 true true true false false false false true true false false false false X 21 21 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 BRIAN GARRIOCK FIRTH MD PHD VICE CHAIRMA 2.00 X X 0 0 0 ROBERT W PRITCHARD JD CPA TREASURER 2.00 X X 0 0 0 STEPHEN L PHILLIPS SECRETARY 2.00 X X 0 0 0 J JAY BELDING DIRECTOR 2.00 X 0 0 0 JUDY CHANG CODY 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 GEORGE J DONOVAN 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 JEFFREY H NICHOLAS DIRECTOR 2.00 X 0 0 0 FRANK C PALOPOLI DIRECTOR 2.00 X 0 0 0 DR SCOTT REINES MDPHD DIRECTOR 2.00 X 0 0 0 MARIA T RIEDERS PHD 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 RICHARD M WELCH JR DIRECTOR 2.00 X 0 0 0 MARVIN L WOODALL DIRECTOR 2.00 X 0 0 0 JEFFREY L MARSHALL PRESIDENT 40.00 X 121412 0 5781 LINDA J CACOSSA COO 40.00 X 104571 0 5194 225983 10975 2 false false false 150051 131374 1949733 497001 2231158 HISTORIC & LAND PLANNING 531390 602868 602868 PROPERTY MANAGEMENT 531190 137096 137096 739964 195387 195387 276484 276484 276484 276484 194477 176438 18039 18039 18039 64402 131374 54432 9970 9970 CATERING COMMISSIONS 722320 77372 77372 MISCELLANEOUS INCOME 900099 7498 7498 84870 3555872 739964 77372 507378 236958 154022 47392 35544 773585 684728 13241 75616 26587 22864 798 2925 96207 84662 3848 7697 92189 78361 4609 9219 4669 4669 29074 29074 24543 22334 1227 982 107213 73988 33225 14696 3480 11216 107527 86270 21257 636 318 76 242 226958 226958 11961 10490 844 627 5358 4662 375 321 5543 5543 222391 222391 30782 6464 24318 PASS THROUGH GRANT EXPENS 295000 295000 MISCELLANEOUS EXPENSE 17092 15554 1538 UBIT 12915 12915 BAD DEBTS 6298 6298 3635 3272 36 327 2351817 1940288 233588 177941 37873 89301 392595 125869 1107619 144697 25821 29272 15453 11611 7565 11651 18002974 3367986 14226000 14634988 5002192 6142151 586685 1160411 21401803 22349951 249359 119009 356789 48856 118914 69536 50000 34398 132795 139143 907857 410942 X 9299593 9870715 2979374 3114352 8214979 8953942 20493946 21939009 21401803 22349951 1204055 241008 X false true X true false X 724734 1159050 1068148 3843215 2231158 9026305 724734 1159050 1068148 3843215 2231158 9026305 1462173 7564132 235525 146891 102651 142236 195387 822690 81088 73936 69902 71277 77372 373575 22432 46752 55040 118789 71900 314913 10537483 2890393 0.71780 0.68460 X PART II, LINE 10 SPECIAL EVENT INCOME 243,864 MISCELLANEOUS INCOME 71,049 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 217 7621.00 6 1 true 10199.00 161882 false 6258453 819015 454442 -199865 -24544 7307501 5945314 783493 2549 -452001 -20902 6258453 5352483 314616 497893 -190118 -29560 5945314 3951995 110152 597140 -255423 -22490 4381374 3865246 405176 -318769 -21130 3930523 0.13450 0.49830 0.36720 false false 13063301 13063301 4611353 3115439 1495914 154759 154759 173561 97788 75773 14634988 BENEFICIAL INT. IN PERPETUAL TRUST 1160411 1160411 SECURITY DEPOSIT 139143 139143 X 3862974 241008 11661 252669 3610305 -54433 -54433 3555872 2417911 11661 54433 66094 2351817 2351817 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 A POSSIBLE VIOLATION DURING THE MONITORING VISIT AND THE STEPS TO BE TAKEN TO CONFIRM AND RESOLVE ANY VIOLATION. 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 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, 2013 - 2015. SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSES -54,433 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 54,433 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 1A - IN 2014, THE BEGINNING BALANCE OF ENDOWMENT FUNDS WAS RESTATED TO INCLUDE ADDITIONAL FUNDS NOT PREVIOUSLY INCLUDED. NJ PA CHRISTMAS/ALDIE 126735 92908 33827 28478 FARM TO TABLE 62725 32150 30575 25390 1 6316 6316 564 195776 131374 64402 54432 54432 9970 X 2 9937 FAIR MARKET VALUE X 1 483372 FAIR MARKET VALUE X MISC ITEMS 1 3692 FAIR MARKET VALUE false false false FORM 990, PAGE 2, PART III, LINE 4A INCLUDE SERVING AS THE HOLDER OF 15 FAADE EASEMENTS, WHICH ARE ALSO MONITORED BY STAFF EACH YEAR; DOCUMENTING IMPORTANT HISTORIC STRUCTURES VIA HISTORIC RESOURCE SURVEYS IN BUCKS AND MONTGOMERY COUNTIES; AND ACTIVELY MAINTAINING OUR REGISTER OF HISTORIC PLACES THAT FEATURES OVER 600 PROPERTIES OF SIGNIFICANCE. FORM 990, PAGE 2, PART III, LINE 4B PROGRAMMING AND EVENTS THAT ALLOW THE PUBLIC TO EXPERIENCE NATURE AND HISTORY FIRSTHAND. MORE THAN 1500 MEMBERS OF THE PUBLIC VISITED OUR PROPERTIES. 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 SUBMITTED AND THEN PROVIDE A COPY OF THE FORM 990 TO ALL BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS BRING ANY CONFLICTS OF INTEREST TO THE BOARD'S ATTENTION AS THEY OCCUR. DURING THE BOARD MEETINGS ANY CONFLICT OF INTEREST IS 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 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 IR CODE SECTION 4958. COMMITTEE MEMBERS INVOLVED IN 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 54,433 SPECIAL EVENT EXPENSES -54,433 HERITAGE ORGANICS INC 85 OLD DUBLIN PK DOYLESTOWN PA 18901 320119060 ORGANIC CR PA N/A C CORP false HO ONE INC 85 OLD DUBLIN PK DOYLESTOWN PA 18901 204495322 WHOLESALE PA N/A C CORP false false false false false false false false false false false false false false false false false false false false