2012-08-07T06:14:34-07:00 2011-12-31 Bee Bergvall & Co PC 936 Easton Road / PO BOX 754 Warrington PA 18976 990 2011-01-01 236296515 Heritage Conservancy Inc HERI 2153457020 85 Old Dublin Pike Doylestown PA 18901 Linda J Cacossa 2012-08-07 true Cynthia R Bergvall 2153432727 2011 2016-02-24 21:20:13Z Linda J Cacossa 85 Old Dublin Pike Doylestown PA 18901 1558557 false 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. 21 21 29 179 62955 61955 1929315 431179 866416 636677 110162 106580 253094 330456 3158987 1504892 0 0 1320291 1487445 0 206288 1235445 1110146 2555736 2597591 603251 -1092699 20839256 19643988 558066 714400 20281190 18929588 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 1514520 476079 Aldie Mansion and central operations - Operating programs of Heritage Conservancy engaged us in conservation/preservation work in eastern Pennsylvania and western New Jersey, notably in our identified Lasting Landscapes regions. Municipal planning services were provided to fourteen municipalities in three counties in eastern Pennsylvania during 2011. Our work in regional watershed planning, public environmental education and historic preservation continues. 649080 160598 Property management - Preserving our natural and historic heritage by property management; maintaining as of 2011 conservation easements on 6,297 acres, managing an additional 59 properties we own and electing to monitor an additional 147 acres with Restrictive Deed Covenants. As of the reporting period, Heritage Conservancy is Land Trust Beneficiary for 770 acres. Major accomplishments of 2011 in regards to conservation include the protection of an additional 477 acres including the conservation of a 90-acre property of ecological significance in the Cooks Creek Lasting Landscape. The Conservancy preserves historic heritage by maintaining the historic integrity of buildings we own, utilizing adaptive reuse strategies. 2163600 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 true false false false false false false false false false false false false false false false false true false false false false true 9 0 true 29 true true true false false false false false false true true false 0 false false false false false false false false false false false X 21 21 false false false false true false false true true false false false true true true true true true true true false false PA NJ X X Mark Donnelly 2153457020 85 Old Dublin Pike Doylestown PA 18901 John H Thompson 2.00 X 0 0 0 Robert L Russell 2.00 X 0 0 0 Stephen L Phillips 2.00 X 0 0 0 Frank C Palopoli 2.00 X 0 0 0 Charles D Lomax 2.00 X 0 0 0 Dr Vail P Garvin FACHE 2.00 X 0 0 0 Christine C Figueroa 2.00 X 0 0 0 George J Donovan AIA 2.00 X 0 0 0 Nicholas DeRose PG 2.00 X 0 0 0 Georgiana S Coles 2.00 X 0 0 0 Sydney F Martin 2.00 X X 0 0 0 Elizabeth H Gemmill Esq 2.00 X X 0 0 0 Stephen K Chadwick 2.00 X X 0 0 0 Michael Mathey 2.00 X X 0 0 0 Christopher B Chandor Esq 2.00 X X 0 0 0 Marvin L Woodall 2.00 X X 0 0 0 Linda J Cacossa 40.00 X 78442 0 0 Jeffrey L Marshall 40.00 X 94127 0 0 Cliff C David Jr 40.00 X 156880 0 0 329449 1 false true false 0 50437 79419 301323 431179 Property Management 531190 160598 160598 Historic & Land Planning 531390 476079 476079 636677 106580 106580 0 0 220201 220201 220201 220201 0 74855 79419 53665 21190 21190 0 0 Miscellaneous 900099 26110 26110 Catering Commissions 900000 62955 62955 89065 1504892 636677 62955 374081 0 0 0 0 329448 214141 65890 49417 0 896638 744210 53798 98630 28116 21976 2745 3395 129209 103367 10337 15505 104034 83227 8323 12484 0 30805 30805 14820 14820 0 0 20394 18495 1015 884 0 7530 1633 5897 200539 177199 10766 12574 32688 29787 2880 21 0 237591 237476 115 37995 33006 2618 2371 0 0 13501 13501 0 191762 191762 0 UBIT 7658 7658 Program expenses 89217 81300 7861 56 Membership dues 6969 6332 44 593 Contract services 172711 166050 2201 4460 Bad Debts 44128 44128 1838 1675 162 1 2597591 2163600 227703 206288 100 100 502583 407623 1118755 33755 126088 87050 0 0 0 0 0 17073263 2519116 14878989 14554147 771669 800054 0 0 0 3441072 3761259 20839256 19643988 46969 112955 293126 356923 217971 244522 558066 714400 X 11947016 10901474 1357305 1069325 6976869 6958789 20281190 18929588 20839256 19643988 X -1092699 -258903 X false true true X false false X 2214918 2546975 863156 929315 431179 6985543 0 0 2214918 2546975 863156 929315 431179 6985543 0 6985543 202153 140916 100861 88586 106580 639096 96466 64903 68168 64763 62955 357255 21951 11323 29562 21745 47300 131881 8113775 2952333 0.86090 0.86650 X The amount report in Part II, Section A, Line 1e does not include an unusual grant in the amount of $1,000,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 116 62 13 1 1 true 12 97771 true 3419464 525000 58875 117698 20395 3865246 3459066 360264 403607 38685 3419464 3742007 477360 723518 36783 3459066 0.25000 0.75000 false false false 12399125 12399125 4379893 2293231 2086662 154759 150525 4234 139486 75360 64126 14554147 Held in Escrow 77 Asset held in Charitable Remainder Trust 874660 3761259 Security Deposit 123523 Liability under Unitrust Agreement 120999 244522 1504892 2597591 -1092699 -80203 -178700 -258903 -1351602 1424689 -80203 -80203 1504892 1504892 2597591 2597591 2597591 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. false Christmas at Aldie 97146 66086 31060 30456 Various 57128 13333 43795 23209 154274 79419 74855 53665 53665 21190 false false false false false false false false false false Cliff C David Jr 156880 156880 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. Form 990, Part VI, Line 19 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 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Chairman of the Finance Committee instructs the Finance Director to search the Federal Form 990s of comparable organizations for salary information. This information is given to the Executive Committee to determine a salary amount and make a recommendation to the Board. Form 990, Part VI, Line 12c 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 11 Form 990, Part VI, Line 11: 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 6 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. HO One Inc 85 Old Dublin Pike Doylestown PA 18901 204495322 wholesale & retail nursery PA Heritage Conservancy C Corp 1.00000 Heritage Organics Inc 85 Old Dublin Pike Doylestown PA 18901 320119060 Organic crops PA Heritage Conservancy C Corp 1.00000 false false false false false false false false false false false false false false false false false false