2014-10-23T13:31:38-05:00 2013-12-31 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2013-01-01 236296515 HERITAGE CONSERVANCY INC HERI 2153457020 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 LINDA J CACOSSA COO 2153457020 2014-10-23 true CYNTHIA R BERGVALL CPA P00133440 2153432727 2014-10-23 2013 2015-11-30 17:44:51Z LINDA J CACOSSA 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 2427084 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. 19 19 26 255 73967 72967 724734 1159050 921607 545945 235525 217596 370658 324681 2252524 2247272 0 0 1179119 1059368 33225 170265 1396699 1052183 2575818 2144776 -323294 102496 19457593 20179361 672812 816057 18784781 19363304 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 1217670 429915 ALDIE MANSION AND CENTRAL OPERATIONS-THE OPERATING PROGRAMS OF HERITAGE CONSERVANCY ENGAGED US IN CONSERVATION/PRESERVATION WORK IN EASTERN PENNSYLVANIA, INCLUDING NUMEROUS CONSERVATION AND HISTORIC BUILDING FACADE EASEMENTS THAT WERE ACQUIRED AS A RESULT OF A MERGER WITH CMC. MUNICIPAL CONSULTING SERVICES WERE PROVIDED TO 9 MUNICIPALITIES DURING 2013. OUR WORK IN REGIONAL WATERSHED PLANNING, HISTORIC PRESERVATION AND PUBLIC EDUCATION CONTINUES. AT BRISTOL MARSH PRESERVE, WE HELD OUR FIRST-EVER BIOBLITZ, A 24-HOUR ECOLOGICAL SURVEY DURING WHICH OVER 100 STUDENTS, SCIENTISTS, VOLUNTEERS AND COMMUNITY MEMBERS DISCOVERED AND DOCUMENTED VARIOUS SPECIES OF PLANT AND ANIMAL LIFE LIVING IN THE MARSH. 503398 116030 PROPERTY MANAGEMENT - FACILITATING THE PRESERVATION OF NATURAL AND HISTORIC RESOURCES THROUGH DIRECT MANAGEMENT AND BY ASSISTING MUNICIPALITIES AND PROPERTY OWNERS. AT THE CLOSE OF 2013 WE WERE MAINTAINING CONSERVATION EASEMENTS ON 7,042 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 840 ACRES AND HAVE FACILITATED THE PRESERVATION OF AN ADDITIONAL 2,774 ACRES. MAJOR CONSERVATION ACCOMPLISHMENTS OF 2013 INCLUDE THE PROTECTION OF 88 ACRES OF ECOLOGICAL SIGNIFICANCE IN THE COOKS CREEK LASTING LANDSCAPE AND ANOTHER 88 ACRES IN NOCKAMIXON TOWNSHIP. WE ALSO ACCEPTED THE TRANSFER OF 9 CONSERVATION EASEMENTS FROM THE CONSERVANCY OF MONTGOMERY COUNTY. THESE 9 EASEMENTS PROTECT APPROXIMATELY 128 ACRES IN MONTGOMERY COUNTY. 1721068 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 11 0 true 26 true true true false false false false true true false false false false X 19 19 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 SYDNEY F MARTIN SECRETARY 2.00 X X 0 0 0 J JAY BELDING ASSISTANT SE 2.00 X X 0 0 0 JUDY CHANG CODY ASSISTANT SE 2.00 X X 0 0 0 GEORGIANA S COLES DIRECTOR 2.00 X 0 0 0 NICHOLAS DEROSE PG DIRECTOR 2.00 X 0 0 0 GEORGE J DONOVAN AIA SECRETARY 2.00 X 0 0 0 CHRISTINE C FIGUEROA DIRECTOR 2.00 X 0 0 0 BRIAN GARRIOCK FIRTH 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 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 108281 0 5762 LINDA J CACOSSA COO 40.00 X 93633 0 2948 ROBIN FOLKERTS VP OF DEV. 40.00 X 69935 0 2245 271849 10955 1 false false false 163617 100518 894915 218044 1159050 HISTORIC & LAND PLANNING 531390 429915 429915 PROPERTY MANAGEMENT 531190 116030 116030 545945 146891 146891 249745 249745 249745 249745 204734 134029 70705 70705 70705 41295 100518 45783 -4488 -4488 CATERING COMMISSIONS 722320 73967 73967 MISCELLANEOUS INCOME 5457 5457 79424 2247272 545945 73967 468310 282804 235056 16639 31109 608018 504655 36481 66882 7105 6110 213 782 79242 69733 3170 6339 82199 69869 4110 8220 40045 40045 51709 51709 33225 33225 22490 20465 1125 900 47098 47098 2371 904 1467 138473 98459 19949 20065 1460 730 175 555 218066 218066 10935 10015 806 114 10483 9631 774 78 11771 11771 196677 196677 31487 6612 24875 PASS THROUGH GRANT EXPENS 186250 186250 MISCELLANEOUS EXPENSE 51438 46830 4608 UBIT 23944 23944 MEMBERSHIP DUES 5879 5291 59 529 1607 1607 2144776 1721068 253443 170265 200 3399 487086 285978 8025 395052 55287 33216 25000 22879 3166 17101988 2910543 14381493 14191445 3614351 4270895 882985 976497 19457593 20179361 118242 183111 90835 321709 303135 232861 238976 672812 816057 X 10059349 9658587 1612692 2448379 7112740 7256338 18784781 19363304 19457593 20179361 X 102496 476027 X false true X true false X 863156 929315 431179 724734 1159050 4107434 863156 929315 431179 724734 1159050 4107434 204159 3903275 100861 88586 106580 235525 146891 678443 68168 64763 62955 81088 73936 350910 29562 21745 47300 22432 46752 167791 5304578 545945 0.73580 0.82740 X PART II, LINE 10 SPECIAL EVENT INCOME 126,411 MISCELLANEOUS INCOME 41,380 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 209 7042.20 16 1 true 9154.00 155910 true 3951995 110152 597140 255423 22490 4381374 3865246 405176 318769 21130 3930523 3419464 525000 58875 117698 20395 3865246 3459066 42426 360264 403607 38685 3419464 3742007 477360 723518 36783 3459066 0.17630 0.30960 0.51410 false false 12399125 12399125 4408618 2673902 1734716 154759 153348 1411 139486 83293 56193 14191445 SECURITY DEPOSIT 121295 LIABILITY UNDER UNITRUST AGREEMENT 117681 238976 X 2797599 476027 28517 504544 2293055 -45783 -45783 2247272 2219076 28517 45783 74300 2144776 2144776 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 AND MONITOR 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, 2010 - 2012. SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSES -45,783 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 45,783 SCHEDULE D, PAGE 4, PART XIII PART V-ENDOWMENT FUNDS LINE 1A(A) DURING THE YEAR, THE ORGANIZATION REVIEWED VARIOUS RESTRICTIONS ON ENDOWMENTS AND EASEMENTS RECEIVED AND AS A RESULT, HAS RECLASSIFIED NET ASSETS TO APPROPRIATELY REFLECT DONOR IMPOSED RESTRICTION. AS A RESULT, THE ENDOWMENT BEGINNING BALANCE FOR 2013 WAS INCREASED BY 21,472. X X X X X X X true SCHULTZ WILLIAMS 325 CHESTNUT STREET SUITE 700 PHILADELPHIA PA 19106 CONSULTING false 33225 -33225 33225 -33225 NJ PA OTHER EVENTS 71953 42193 29760 23121 CHRISTMAS AT AL 69860 58325 11535 22662 141813 100518 41295 45783 45783 -4488 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 116701 FAIR MARKET VALUE X 88 NOT INCLUDED IN REVENUE VARIOUS ITEMS false false false 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 2, PART III, LINE 4B CONSERVATION EASEMENTS FROM THE CONSERVANCY OF MONTGOMERY COUNTY. THESE 9 EASEMENTS PROTECT APPROXIMATELY 128 ACRES IN MONTGOMERY COUNTY. 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 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 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 SPECIAL EVENT EXPENSES 45,783 SPECIAL EVENT EXPENSES -45,783 FORM 990, PART XI, LINE 9 DURING THE YEAR, THE ORGANIZATION REVIEWED VARIOUS RESTRICTIONS ON ENDOWMENTS AND EASEMENTS RECEIVED AND AS A RESULT, HAS RECLASSIFIED NET ASSETS TO APPROPRIATELY REFLECT DONOR IMPOSED RESTRICTION. PRIOR PERIOD ADJUSTMENTS WERE MADE TO ADJUST UNRESTRICTED NET ASSETS FROM 10,059,349 TO 10,037,914, TEMPORARILY RESTRICTED NET ASSETS FROM 1,612,692 TO 1,629,127, AND PERMANENTLY RESTRICTED NET ASSETS FROM 7,112,740 TO 7,117,740. TOTAL NET ASSETS REMAINED UNCHANGED. HERITAGE ORGANICS INC 85 OLD DUBLIN PK DOYLESTOWN PA 18901 320119060 ORGANIC CR PA C CORP false HO ONE INC 85 OLD DUBLIN PK DOYLESTOWN PA 18901 204495322 WHOLESALE PA C CORP false false false false false false false false false false false false false false false false false false false false