2015-05-12T15:06:37-05:00 2014-12-31 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2014-01-01 236296515 HERITAGE CONSERVANCY INC HERI 2153457020 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 LINDA J CACOSSA COO 2153457020 2015-05-12 true CYNTHIA R BERGVALL CPA P00133440 2153432727 2015-05-12 2014 2016-03-07 17:11:31Z LINDA J CACOSSA 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 2413456 false X WWW.HERITAGECONSERVANCY.ORG X 1958 PA HERITAGE CONSERVANCY ACHIEVES ITS MISSION OF PRESERVING OUR NATURAL AND HISTORIC HERITAGE USING CONSERVATION STRATEGIES SUCH AS ITS SIGNATURE LASTING LANDSCAPES INITIATIVE TO PROTECT AND STEWARD OUR REGIONS UNIQUE RESOURCES AND SPECIAL PLACES. 20 20 22 353 69902 68902 1159050 1053853 545945 557990 217596 145073 324681 339848 2247272 2096764 0 0 1059368 1074152 33225 25563 158461 1052183 867776 2144776 1967491 102496 129273 20179361 21215063 816057 1428920 19363304 19786143 X HERITAGE CONSERVANCY ACHIEVES ITS MISSION OF PRESERVING OUR NATURAL AND HISTORIC HERITAGE USING CONSERVATION STRATEGIES SUCH AS ITS SIGNATURE LASTING LANDSCAPES INITIATIVE TO PROTECT AND STEWARD OUR REGIONS UNIQUE RESOURCES AND SPECIAL PLACES. false false 1139896 413212 ALDIE MANSION AND CENTRAL OPERATIONS-THIS YEAR, WE CONTINUED TO PROTECT OUR OPEN SPACES AND HISTORIC PLACES WHILE FOCUSING GREATER ATTENTION ON COMMUNITY ENGAGEMENT. MISSION CENTERED EVENTS INCLUDED CONCERTS IN THE GARDEN AT ALDIE MANSION, FORAGING FOR MUSHROOMS AT OUR VERY FIRST PRESERVED PROPERTY - HARTS WOODS, NATURE HIKES AND BIRDING ON OUR PRESERVED PROPERTIES. VOLUNTEERISM THRIVED, 39% MORE VOLUNTEERS DONATED 25% MORE HOURS TOWARDS FURTHERING OUR MISSION. THE FIRST TWO PHASES OF BARN VOYAGE, A SELF-GUIDED DRIVING BARN TOUR WERE LAUNCHED, REACHING OVER 14,000 PEOPLE TO DATE. WE CONTINUE TO ASSIST MUNICIPALITIES WITH THEIR GOALS FOR SMART GROWTH. 492263 144778 PROPERTY MANAGEMENT - FACILITATING THE PRESERVATION OF NATURAL AND HISTORIC RESOURCES THROUGH DIRECT MANAGEMENT AND BY ASSISTING MUNICIPALITIES AND PROPERTY OWNERS. AT THE CLOSE OF 2014 WE WERE MAINTAINING CONSERVATION EASEMENTS ON 7,313 ACRES; MANAGING AN ADDITIONAL 59 PROPERTIES THAT WE OWN TOTALING 1,403 ACRES; AND MANAGING 147 ACRES WITH RESTRICTIVE COVENANTS. WE ARE ALSO LAND TRUST BENEFICIARY FOR CONSERVATION EASEMENTS PROTECTING 872 ACRES AND HAVE FACILITATED THE PRESERVATION OF AN ADDITIONAL 3,010 ACRES. MAJOR CONSERVATION ACCOMPLISHMENTS OF 2014 INCLUDE THE PROTECTION OF 25 ACRES OF ECOLOGICAL SIGNIFICANCE IN THE COOKS CREEK LASTING LANDSCAPE AND ANOTHER 17 ACRES IN PLUMSTEAD TOWNSHIP. 1632159 true true false false false false true false false true true false false false true true true false false false false false false true true false false false false false false false false false false false false false true true false false false true false false false true 17 0 true 22 true true true false false false false true true false false false false X 20 20 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 MARVIN L WOODALL CHAIRMAN 2.00 X X 0 0 0 CHRISTOPHER B CHANDOR ESQ VICE CHAIRMA 2.00 X X 0 0 0 MICHAEL MATHEY TREASURER 2.00 X X 0 0 0 NICHOLAS DEROSE PG 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 GEORGE J DONOVAN DIRECTOR 2.00 X 0 0 0 CHRISTINE C FIGUEROA DIRECTOR 2.00 X 0 0 0 THOMAS K FISCHER DIRECTOR 2.00 X 0 0 0 BRIAN GARRIOCK FIRTH MD PHD 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 MARIA T RIEDERS PHD DIRECTOR 2.00 X 0 0 0 ROBERT L RUSSELL DIRECTOR 2.00 X 0 0 0 JOHN H THOMPSON DIRECTOR 2.00 X 0 0 0 JEFFREY L MARSHALL PRESIDENT 40.00 X 113222 0 7189 LINDA J CACOSSA COO 40.00 X 96364 0 3074 209586 10263 1 false false false 168599 99239 786015 16795 1053853 HISTORIC & LAND PLANNING 531390 413212 413212 PROPERTY MANAGEMENT 531190 144778 144778 557990 102651 102651 261672 261672 261672 261672 300348 12000 248696 21230 51652 -9230 42422 42422 48230 99239 46766 1464 1464 CATERING COMMISSIONS 722320 69902 69902 MISCELLANEOUS INCOME 6810 6810 76712 2096764 557990 69902 415019 219849 182783 12883 24183 695663 577400 41740 76523 7379 6346 221 812 74707 65742 2988 5977 76554 65071 3828 7655 10901 10901 34330 34330 25563 25563 24821 22587 1241 993 29479 21817 7662 8232 1866 6366 132599 106793 25806 5026 2513 603 1910 184136 184136 11250 10246 824 180 6029 5245 422 362 8762 8762 195512 195512 22806 4789 18017 PASS THROUGH GRANT EXPENS 174085 174085 UBIT 11014 11014 MISCELLANEOUS EXPENSE 5741 4522 1219 MEMBERSHIP DUES 3053 2747 31 275 1967491 1632159 176871 158461 3399 4420 285978 1275903 395052 295600 33216 23165 22879 19610 5830 17074124 3106055 14191445 13968069 4270895 5414785 976497 207681 20179361 21215063 183111 167369 90835 913892 188767 147865 114368 97122 238976 102672 816057 1428920 X 9658587 9645385 2448379 2584183 7256338 7556575 19363304 19786143 20179361 21215063 129273 293566 X false true X true false X 929315 431179 724734 1159050 1068148 4312426 929315 431179 724734 1159050 1068148 4312426 508301 3804125 88586 106580 235525 146891 102651 680233 64763 62955 81088 73936 69902 352644 21745 47300 22432 46752 55040 193269 5538572 1365607 0.68680 0.73580 X PART II, LINE 10 SPECIAL EVENT INCOME 145,079 MISCELLANEOUS INCOME 48,190 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 212 7313.00 6 1 true 9964.00 158152 5352483 314616 497893 190118 29560 5945314 3951995 110152 597140 255423 22490 4381374 3865246 405176 318769 21130 3930523 3419464 525000 58875 117698 20395 3865246 3459066 42426 360264 403607 38685 3419464 0.15800 0.48200 0.36000 false false 12399125 12399125 4372794 2867074 1505720 154759 154759 147446 84222 63224 13968069 SECURITY DEPOSIT 102672 LIABILITY UNDER UNITRUST AGREEMENT 102672 X 2445814 293566 8718 302284 2143530 -46766 -46766 2096764 2022975 8718 46766 55484 1967491 1967491 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, 2011 - 2013. SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSES -46,766 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 46,766 SCHEDULE D, PAGE 4, PART XIII 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, INDENTIFICATION OF A POSSIBLE VIOLATION DURING THE MONITORING VISIT AND THE STEPS TO BE TAKEN TO CONFIRM AND RESOLVE ANY VIOLATION. PART V, LINE 1A - IN 2014, THE BEGINNING BALANCE OF ENDOWMENT FUNDS WAS RESTATED TO INCLUDE ADDITIONAL FUNDS NOT PREVIOUSLY INCLUDED. X X X X X X X true SCHULTZ WILLIAMS 325 CHESTNUT STREET SUITE 700 PHILADELPHIA PA 19106 CONSULTING false 25563 -25563 25563 -25563 NJ PA CHRISTMAS/ALDIE 72470 56230 16240 17182 FARM TO TABLE 44561 29446 15115 15377 1 30438 13563 16875 14207 147469 99239 48230 46766 46766 1464 SCHEDULE G, PART IV PART I - FUNDRAISING ACTIVITIES SCHULTZ AND WILLIAMS OFFERED ADVICE TO OUR KEEPING THE PROMISE CAMPAIGN COMMITTEE AND THE BOARD AS TO HOW TO STRUCTURE THE CAMPAIGN, HOW MUCH TO ASK FOR, WHO TO ASK, ETC. THEIR PURPOSE WAS TO CONSULT AND DID NOT SOLICIT ON BEHALF OF HERITAGE CONSERVANCY AND DID NOT HAVE CUSTODY OF ANY FUNDS. X 3 124062 FAIR MARKET VALUE X VARIOUS ITEMS 1 2500 FAIR MARKET VALUE false false false SCHEDULE M, PAGE 2, PART II OF THE DONATED SECURITIES LISTED, 109,767 REPRESENT STOCK PAYMENTS TOWARD PLEDGES MADE FROM PRIOR YEARS. AS THE ORIGINAL PLEDGES WERE INCLUDED APPROPRIATELY ON THE CORRESPONDING FORM 990S AND SCHEDULE BS, THEY WOULD NOT BE INCLUDED IN THE 2014 FORM 990 OR SCHEDULE B. FORM 990 - ORGANIZATION'S MISSION HERITAGE CONSERVANCY ACHIEVES ITS MISSION OF PRESERVING OUR NATURAL AND HISTORIC HERITAGE USING CONSERVATION STRATEGIES SUCH AS ITS SIGNATURE LASTING LANDSCAPES INITIATIVE TO PROTECT AND STEWARD OUR REGIONS UNIQUE RESOURCES AND SPECIAL PLACES. 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 46,766 SPECIAL EVENT EXPENSES -46,766 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