2016-05-11T08:01:43-05:00 2015-12-31 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2015-01-01 236296515 HERITAGE CONSERVANCY INC HERI 2153457020 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 LINDA J CACOSSA COO 2153457020 2016-05-10 true CYNTHIA R BERGVALL CPA P00133440 2153432727 2016-05-11 2015 2016-09-27 15:27:22Z LINDA J CACOSSA 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 6412038 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 25 431 71277 70277 1053853 3843215 557990 267036 145073 266738 339848 348793 2096764 4725782 0 0 1074152 1238807 25563 0 176289 867776 762159 1967491 2000966 129273 2724816 21215063 21401803 1428920 907857 19786143 20493946 WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED TO THE PRESERVATION AND PROTECTION OF SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, AND OUR HISTORIC HERITAGE. false false 1156113 126811 HERITAGE CONSERVANCY CLOSED THE YEAR WITH THE PROTECTION OF OUR LARGEST GREEN SPACE IN AN URBANIZED SETTING TO DATE - CROYDON WOODS, AN 80 ACRE WETLAND FOREST IN BRISTOL TOWNSHIP. WE HAD 150+ VOLUNTEERS PARTICIPATE IN 13 PROPERTY STEWARDSHIP AND CLEAN UP DAYS WHILE 1500+ MEMBERS OF OUR COMMUNITY JOINED US AT A MISSION RELATED ENGAGEMENT EVENT. WE CONTINUE TO DOCUMENT OUR IMPORTANT HISTORIC STRUCTURES WITH A SPECIFIC FOCUS THIS YEAR ON HISTORIC RESOURCE SURVEYS IN BOTH MONTGOMERY AND BUCKS COUNTIES. HISTORIC ALDIE MANSION REMAINS AN IMPORTANT PART OF THE COMMUNITY WITH MORE THAN 20,000 VISITORS PER YEAR. ONGOING RENOVATIONS OF THE TEA GARDEN, COMPLETION OF THE LOGGIA WALL REDESIGN, AND EXPANDING THE DISPLAYS OF MERCER ARTIFACTS ALL STRIVE TO KEEP OUR HISTORIC HERITAGE ALIVE. 499266 140225 PROPERTY PROTECTION AND MANAGEMENT - FACILITATING THE PRESERVATION OF NATURAL AND HISTORIC RESOURCES THROUGH DIRECT MANAGEMENT AND BY ASSISTING MUNICIPALITIES AND PROPERTY OWNERS. AT THE CLOSE OF 2015 WE WERE MAINTAINING CONSERVATION EASEMENTS ON 7,330 ACRES; MANAGING AN ADDITIONAL 49 PROPERTIES THAT WE OWN TOTALING 1,477 ACRES; AND MANAGING 147 ACRES WITH RESTRICTIVE COVENANTS. WE ARE ALSO LAND TRUST BENEFICIARY FOR CONSERVATION EASEMENTS PROTECTING 1418 ACRES AND HAVE FACILITATED THE PRESERVATION OF AN ADDITIONAL 3,330 ACRES. MAJOR CONSERVATION ACCOMPLISHMENTS OF 2015 INCLUDE THE PROTECTION OF 87 ACRES OF ECOLOGICAL SIGNIFICANCE IN UPPER BUCKS COUNTY AND AN 80 ACRE WOODLAND PROPERTY IN LOWER BUCKS COUNTY. 1655379 true true false false false false true false false true true false false false 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 true false false false true false false false true 11 0 true 25 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 MICHAEL MATHEY TREASURER 2.00 X X 0 0 0 GEORGE J DONOVAN 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 NICHOLAS DEROSE PG DIRECTOR 2.00 X 0 0 0 THOMAS K FISCHER DIRECTOR 2.00 X 0 0 0 DR VAIL P GARVIN FACHE DIRECTOR 2.00 X 0 0 0 JEFFREY P LINDTNER 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 STEPHEN L PHILLIPS 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 ROBERT L RUSSELL DIRECTOR 2.00 X 0 0 0 KATHY H SUMMERALL DIRECTOR 2.00 X 0 0 0 JOHN H THOMPSON DIRECTOR 2.00 X 0 0 0 MARVIN L WOODALL DIRECTOR 2.00 X 0 0 0 JEFFREY L MARSHALL PRESIDENT 40.00 X 117877 0 13022 LINDA J CACOSSA COO 40.00 X 101462 0 12199 219339 25221 2 false false false 151016 139276 3552923 64367 3843215 PROPERTY MANAGEMENT 531390 140225 140225 HISTORIC & LAND PLANNING 531190 126811 126811 267036 142236 142236 241302 241302 241302 241302 1595621 132562 1272121 331560 323500 -198998 124502 -198998 323500 77318 139276 82575 -5257 -5257 CATERING COMMISSIONS 900099 71277 71277 MISCELLANEOUS INCOME 41471 41471 112748 4725782 68038 71277 743252 244560 204108 14100 26352 812878 674689 48772 89417 16235 13962 487 1786 71106 62573 2845 5688 94028 79924 4701 9403 76741 43516 33225 24559 22349 1228 982 12424 3475 8949 132728 106147 26581 233231 233231 12639 11669 970 3352 2916 235 201 6015 6015 197559 197559 30665 6440 24225 MISCELLANEOUS EXPENSE 17842 16236 1606 UBIT 11230 11230 MEMBERSHIP DUES 3174 2856 32 286 2000966 1655379 169298 176289 4420 37873 1275903 392595 295600 1107619 23165 25821 19610 15453 5830 7565 17371595 3145595 13968069 14226000 5414785 5002192 207681 586685 21215063 21401803 167369 249359 913892 356789 147865 118914 97122 50000 102672 132795 1428920 907857 X 9645385 9299593 2584183 2979374 7556575 8214979 19786143 20493946 21215063 21401803 2724816 -465147 -1551866 X false true X true false X 431179 724734 1159050 1068148 3843215 7226326 431179 724734 1159050 1068148 3843215 7226326 1332067 5894259 106580 235525 146891 102651 142236 733883 62955 81088 73936 69902 71277 359158 47300 22432 46752 55040 118789 290313 8609680 1873945 0.68460 0.68680 X PART II, LINE 10 SPECIAL EVENT INCOME 200,652 MISCELLANEOUS INCOME 89,661 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 213 7330.00 6 1 true 10011.00 158898 false 5945314 783493 2549 -452001 -20902 6258453 5352483 314616 497893 -190118 -29560 5945314 3951995 110152 597140 -255423 -22490 4381374 3865246 405176 -318769 -21130 3930523 3419464 525000 58875 -117698 -20395 3865246 0.14200 0.46400 0.39400 false false 13063301 13063301 3979974 2899831 1080143 154759 154759 173561 91005 82556 14226000 SECURITY DEPOSIT 132795 132795 X 4356329 -465147 13119 -452028 4808357 -82575 -82575 4725782 3648526 13119 1634441 1647560 2000966 2000966 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, 2012 - 2014. SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSES -87,957 DONATED SERVICES TO SPECIAL EVENTS 5,382 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 87,957 DONATED SERVICES TO SPECIAL EVENTS -5,382 REDUCTION IN VALUE OF LAND HOLDINGS 1,551,866 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. PART XII, LINE 1D - IN 2015, THE CONSERVANCY PURCHASED LAND AT A COST OF 2,171,866 WITH THE INTENT OF PLACING AN EASEMENT ON THE PROPERTY IN KEEPING WITH THE ORGANIZATION'S MISSION. BASED ON AN EASEMENT APPRAISAL, IT WAS DETERMINED THAT SUBSEQUENT TO THE EASEMENT, THE PROPERTY WAS VALUED AT SUBSTANTIALLY LESS THAN THE PURCHASE PRICE, RESULTING IN A REDUCTION IN VALUE OF 1,551,866 (IMPAIRMENT). THIS LOSS WAS RECOGNIZED IN THE FINANCIAL STATEMENTS AS A REDUCTION IN VALUE OF LAND HOLDINGS. NJ PA CHRISTMAS/ALDIE 117236 83691 33545 18887 FARM TO TABLE 51158 22380 28778 20959 3 44125 29130 14995 28454 212519 135201 77318 68300 68300 9018 X 4 54317 FAIR MARKET VALUE X VARIOUS ITEMS 4 10050 FAIR MARKET VALUE false false false 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 87,957 DONATED SERVICES TO SPECIAL EVENTS -5,382 SPECIAL EVENT EXPENSES -87,957 DONATED SERVICES TO SPECIAL EVENTS 5,382 REDUCTION IN VALUE OF LAND HOLDINGS -1,551,866 TOTAL -1,551,866 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