HERITAGE CONSERVANCY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE CONSERVANCY (EIN 23-6296515)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201321299349300902
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T10:28:39-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bee Bergvall & Co PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 936 Easton Road / PO BOX 754 | AddressLine1 |
| City | Warrington | City |
| State | PA | State |
| ZIP Code | 18976 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236296515 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heritage Conservancy Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERI | NameControl |
| Phone | 2153457020 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 Old Dublin Pike | AddressLine1 |
| City | Doylestown | City |
| State | PA | State |
| ZIP Code | 18901 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Linda J Cacossa | Name |
| Title | COO | Title |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Cynthia R Bergvall | Name |
| PTIN | P00133440 | PTIN |
| Phone | 2153432727 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | Linda J Cacossa | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 Old Dublin Pike | AddressLine1 |
| City | Doylestown | City |
| State | PA | State |
| ZIP Code | 18901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2306960 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.heritageconservancy.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1958 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26 | TotalNbrEmployees |
| Total Nbr Volunteers | 233 | TotalNbrVolunteers |
| Total Gross UBI | 81088 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 80088 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 431179 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 724734 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 636677 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 921607 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 106580 | InvestmentIncomePriorYear |
| Investment Income Current Year | 235525 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 330456 | OtherRevenuePriorYear |
| Other Revenue Current Year | 370658 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1504892 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2252524 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1487445 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1179119 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 163272 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1110146 | OtherExpensePriorYear |
| Other Expenses Current Year | 1396699 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2597591 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2575818 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1092699 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -323294 | RevenuesLessExpensesCY |
| Total Assets BOY | 19643988 | TotalAssetsBOY |
| Total Assets EOY | 19457593 | TotalAssetsEOY |
| Total Liabilities BOY | 714400 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 672812 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18929588 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18784781 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1515349 | Expense |
| Revenue | 782957 | Revenue |
| Description | Aldie Mansion and central operationsThe operating programs of Heritage Conservancy engaged us in conservation/preservation work in eastern Pennsylvania, notably in our identified Lasting Landscapes regions. Municipal consulting services were provided to twelve municipalities during 2012. Our work in regional watershed planning, public education and historic preservation continues. Over 200 students attended an educational field trip at the Bristol Marsh Preserve. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 649436 | Expense |
| Revenue | 138650 | Revenue |
| Description | Property Management Preserving our natural and historic heritage by property management; at the close of 2012, we were maintaining conservation easements on 6,554 acres, managing an additional 59 properties we own, in addition to managing 147 acres with Restrictive Deed Covenants. As of the reporting period, Heritage Conservancy is Land Trust Beneficiary for 840 acres.Major conservation accomplishments of 2012 include the protection of an additional 257 acres, including the conservation of a 67 acre property of ecological significance in the Cooks Creek Lasting Landscape. We also assisted in the conservation of a 250 acre property in this important Landscape.The Conservancy preserves our historic heritage by maintaining the historic integrity of the buildings we own, utilizing adaptive reuse strategies. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2164785 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 26 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mark Donnelly | NamePerson |
| Telephone Number | 2153457020 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 Old Dublin Pike | AddressLine1 |
| City | Doylestown | City |
| State | PA | State |
| ZIP Code | 18901 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| John H Thompson | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Robert L Russell | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Maria T Rieders PhD | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Daniel Rattigan | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Stephen L Phillips | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Frank C Palopoli | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Jeffrey H Nicholas | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Jeffrey P Lindtner | |||||||
| President | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Dr Vail P Garvin FACHE | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Brian Garriock Firth | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Christine C Figueroa | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| George J Donovan AIA | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Nicholas DeRose PG | |||||||
| Secretary | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Georgiana S Coles | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| J Jay Belding | |||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| Sydney F Martin | |||||||
| Assistant Sec. | 2.00 | 0.00 | X | 0 | 0 | 0 | X |
| Elizabeth H Gemmill Esq | |||||||
| Assistant Sec. | 2.00 | 0.00 | X | 0 | 0 | 0 | X |
| Stephen K Chadwick | |||||||
| Secretary | 2.00 | 0.00 | X | 0 | 0 | 0 | X |
| Michael Mathey | |||||||
| Treasurer | 2.00 | 0.00 | X | 0 | 0 | 0 | X |
| Christopher B Chandor Esq | |||||||
| Vice Chairman | 2.00 | 0.00 | X | 0 | 0 | 0 | X |
| Marvin L Woodall | |||||||
| Chairman | 2.00 | 0.00 | X | 0 | 0 | 0 | X |
| Robin Folkerts | |||||||
| VP of Dev. | 40.00 | 0.00 | 81346 | 0 | 2610 | X | |
| Linda J Cacossa | |||||||
| COO | 40.00 | 0.00 | 92358 | 0 | 2850 | X | |
| Jeffrey L Marshall | |||||||
| President | 40.00 | 0.00 | 101226 | 0 | 3352 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 274930 | TotalReportableCompFromOrg |
| Total Other Compensation | 8812 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 106205 | MembershipDues |
| Fundraising Events | 111777 | FundraisingEvents |
| Government Grants | 34427 | GovernmentGrants |
| All Other Contributions | 472325 | AllOtherContributions |
| Total Contributions | 724734 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Property Management | 531190 | 138650 | 138650 |
| Historic & Land Planning | 531390 | 782957 | 782957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 921607 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 235525 | TotalRevenueColumn |
| Exclusion | $235,525 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 267138 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 267138 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 267138 | TotalRevenueColumn |
| Exclusion | $267,138 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 67055 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 111777 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 54436 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12619 | TotalRevenueColumn |
| Exclusion | $12,619 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Miscellaneous | 900099 | 9813 | $9,813 | |
| Catering Commissions | 900000 | 81088 | 81088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 90901 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2252524 | TotalRevenueColumn |
| Related Or Exempt Function Income | 921607 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 81088 | UnrelatedBusinessRevenue |
| Exclusion | $525,095 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 283742 | Total |
| Program Services | 235506 | ProgramServices |
| Management And General | 17024 | ManagementAndGeneral |
| Fundraising | 31212 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 692993 | Total |
| Program Services | 575185 | ProgramServices |
| Management And General | 41579 | ManagementAndGeneral |
| Fundraising | 76229 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20784 | Total |
| Program Services | 17874 | ProgramServices |
| Management And General | 624 | ManagementAndGeneral |
| Fundraising | 2286 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87401 | Total |
| Program Services | 76913 | ProgramServices |
| Management And General | 3496 | ManagementAndGeneral |
| Fundraising | 6992 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94199 | Total |
| Program Services | 80069 | ProgramServices |
| Management And General | 4710 | ManagementAndGeneral |
| Fundraising | 9420 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8143 | Total |
| Management And General | 8143 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15850 | Total |
| Management And General | 15850 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23199 | Total |
| Program Services | 21111 | ProgramServices |
| Management And General | 1160 | ManagementAndGeneral |
| Fundraising | 928 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48412 | Total |
| Management And General | 48412 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11183 | Total |
| Program Services | 2460 | ProgramServices |
| Fundraising | 8723 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176017 | Total |
| Program Services | 131311 | ProgramServices |
| Management And General | 21638 | ManagementAndGeneral |
| Fundraising | 23068 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6964 | Total |
| Program Services | 3482 | ProgramServices |
| Management And General | 836 | ManagementAndGeneral |
| Fundraising | 2646 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180664 | Total |
| Program Services | 180664 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18399 | Total |
| Program Services | 16007 | ProgramServices |
| Management And General | 1288 | ManagementAndGeneral |
| Fundraising | 1104 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6913 | Total |
| Program Services | 6014 | ProgramServices |
| Management And General | 484 | ManagementAndGeneral |
| Fundraising | 415 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16586 | Total |
| Program Services | 16586 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194749 | Total |
| Program Services | 194749 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24416 | Total |
| Program Services | 5127 | ProgramServices |
| Management And General | 19289 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| UBIT | 9476 | 9476 | |
| Miscellaneous | 22420 | 20402 | 2018 |
| Bad Debts | 61182 | 61182 | |
| Pass through grant expense | 566747 | 566747 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5379 | Total |
| Program Services | 5102 | ProgramServices |
| Management And General | 28 | ManagementAndGeneral |
| Fundraising | 249 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2575818 | Total |
| Program Services | 2164785 | ProgramServices |
| Management And General | 247761 | ManagementAndGeneral |
| Fundraising | 163272 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407623 | BOY |
| EOY | 487086 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33755 | BOY |
| EOY | 8025 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87050 | BOY |
| EOY | 55287 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 25000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3166 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 17095358 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2713865 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14554147 | BOY |
| EOY | 14381493 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800054 | BOY |
| EOY | 3614351 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3761259 | BOY |
| EOY | 882985 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19643988 | BOY |
| EOY | 19457593 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112955 | BOY |
| EOY | 118242 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 356923 | BOY |
| EOY | 321709 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 244522 | BOY |
| EOY | 232861 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 714400 | BOY |
| EOY | 672812 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10901474 | BOY |
| EOY | 10059349 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1069325 | BOY |
| EOY | 1612692 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6958789 | BOY |
| EOY | 7112740 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18929588 | BOY |
| EOY | 18784781 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19643988 | BOY |
| EOY | 19457593 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -323294 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 178487 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2546975 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 863156 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 929315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 431179 | CurrentTaxYearMinus1Year |
| Current Tax Year | 724734 | CurrentTaxYear |
| Total | 5495359 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2546975 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 863156 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 929315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 431179 | CurrentTaxYearMinus1Year |
| Current Tax Year | 724734 | CurrentTaxYear |
| Total | 5495359 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5495359 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 140916 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100861 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88586 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106580 | CurrentTaxYearMinus1Year |
| Current Tax Year | 235525 | CurrentTaxYear |
| Total | 672468 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 64903 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 68168 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64763 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62955 | CurrentTaxYearMinus1Year |
| Current Tax Year | 81088 | CurrentTaxYear |
| Total | 341877 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11323 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29562 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21745 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 47300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22432 | CurrentTaxYear |
| Total | 132362 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6642066 | TotalSupport |
| Gross Receipts From Admissions Etc | 3165726 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82740 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86090 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Land Area | X | HistoricLandArea |
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 121 | TotalNumberOfEasements |
| Total Acreage | 65 | TotalAcreage |
| Nmbr Hist Struct Easements | 13 | NmbrHistStructEasements |
| Nmbr Easements Modified | 2 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | true | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 15 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 98995 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | true | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3865246 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 405176 | InvestmentEarningsOrLosses |
| Other Expenditures | 318769 | OtherExpenditures |
| Administrative Expenses | 21130 | AdministrativeExpenses |
| End Of Year Balance | 3930523 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3419464 | BeginningOfYearBalance |
| Contributions | 525000 | Contributions |
| Investment Earnings Or Losses | 58875 | InvestmentEarningsOrLosses |
| Other Expenditures | 117698 | OtherExpenditures |
| Administrative Expenses | 20395 | AdministrativeExpenses |
| End Of Year Balance | 3865246 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3459066 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 360264 | InvestmentEarningsOrLosses |
| Other Expenditures | 403607 | OtherExpenditures |
| Administrative Expenses | 38685 | AdministrativeExpenses |
| End Of Year Balance | 3419464 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3742007 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 477360 | InvestmentEarningsOrLosses |
| Other Expenditures | 723518 | OtherExpenditures |
| Administrative Expenses | 36783 | AdministrativeExpenses |
| End Of Year Balance | 3459066 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Administrative Expenses | 3742007 | AdministrativeExpenses |
| End Of Year Balance | 3742007 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.19640 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68240 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12120 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12399125 | OtherCostOrOtherBasis |
| Book Value | 12399125 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4401988 | OtherCostOrOtherBasis |
| Depreciation | 2483877 | Depreciation |
| Book Value | 1918111 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 154759 | OtherCostOrOtherBasis |
| Depreciation | 151937 | Depreciation |
| Book Value | 2822 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139486 | OtherCostOrOtherBasis |
| Depreciation | 78051 | Depreciation |
| Book Value | 61435 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14381493 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Security Deposit | $111,719 |
| Liability under Unitrust Agreement | $121,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 232861 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 2485447 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 178487 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 178487 | RevenueNotRptdF990 |
| Revenue Subtotal | 2306960 | RevenueSubtotal |
| Other Revenues Not Included | -54436 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -54436 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2252524 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2630254 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 54436 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 54436 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2575818 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2575818 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Special Event Expenses $54436 |
| Part X | Part X : FIN48 Footnote | The Accounting for Uncertainty in Income Taxes topic of the FASB Standards Codification had no impact on the Conservancy's financial statements. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The endowment funds are for conservation purposes and the investment earnings are intended to be used to maintain and monitor conservation easements. |
| Part II, Line 9 | Part II, Line 9: Organization Reporting of conservation easements. | 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.Donations of easements are recorded as revenue in the year of the donation. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Christmas at Aldie | NameOfEvent1 |
| Gross Receipts Event1 | 92145 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 73645 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 18500 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 25441 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Various | NameOfEvent2 |
| Gross Receipts Event2 | 86687 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 38132 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 48555 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 28995 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 178832 | GrossReceiptsTotal |
| Charitable Contributions Total | 111777 | CharitableContributionsTotal |
| Gross Revenue Total Events | 67055 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 54436 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 54436 | DirectExpenseSummaryEvents |
| Net Income Summary | 12619 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Schedule D, part 2 D and 3 | There were no easements on historic properties acquired after 8/31/06 and there were no easements modified, released, extinguished or terminated during the year. One easement was transferred. | |
| Schedule D, Part V column (a) Other expenditures was changed from 17,124 to 318,769. | Amended Explanation | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents, policies, and financial statements are available upon request. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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 rebuttable 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. Decision makers on the Committee base compensation recommendations and decisions on their own research and/or input from qualified independent external consultants who assemble outside information for similarly qualified persons in functionally comparable positions at similarly situated organizations. External data is collected and summarized from multiple reputable published compensation sources including forms 990 and published surveys, from which values are aged to a common date in time and regionally adjusted wherever appropriate. The decision makers on the Board receive detailed analyses, and have ample opportunity to ask questions of the individual who prepared them. Independent compensation consultants used by the Committee have no past, present or potential future conflicts of interest that would compromise such firms independence in conducting analyses. Fees received by independent compensation consultant are not contingent upon the adoption of any particular action or event resulting from either their work process or the use of their recommendations and analyses.The Board finalizes and contemporaneously documents all recommended compensation for Heritage Conservancy's Executives and Officers following each meeting. Compensation actions are therefore properly approved prior to any such person's receipt of such compensation. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | 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 rebuttable 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. Decision makers on the Committee base compensation recommendations and decisions on their own research and/or input from qualified independent external consultants who assemble outside information for similarly qualified persons in functionally comparable positions at similarly situated organizations. External data is collected and summarized from multiple reputable published compensation sources including forms 990 and published surveys, from which values are aged to a common date in time and regionally adjusted wherever appropriate. The decision makers on the Board receive detailed analyses, and have ample opportunity to ask questions of the individual who prepared them. Independent compensation consultants used by the Committee have no past, present or potential future conflicts of interest that would compromise such firms independence in conducting analyses. Fees received by independent compensation consultant are not contingent upon the adoption of any particular action or event resulting from either their work process or the use of their recommendations and analyses.The Board finalizes and contemporaneously documents all recommended compensation for Heritage Conservancy's Executives and Officers following each meeting. Compensation actions are therefore properly approved prior to any such person's receipt of such compensation. | Form 990, Part VI, Line 15a |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | 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, Part VI, Line 12c |
| Form 990, Part VI, Line 11b: Form 990 Review Process | 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, Part VI, Line 11b |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | 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, Part VI, Line 6 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HO One Inc | ||||||||||
| 85 Old Dublin Pk | Doylestown | PA | 18901 | 204495322 | wholesale & retail nursery | PA | Heritage Conservancy | C Corp | 1.00000 | false |
| Heritage Organics Inc | ||||||||||
| 85 Old Dublin Pk | Doylestown | PA | 18901 | 320119060 | Organic crops | PA | Heritage Conservancy | C Corp | 1.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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