2024-05-08T09:39:44-04:00 2023-12-31 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2023-01-01 236296515 HERITAGE CONSERVANCY INC HERI 2153457020 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 WILLIAM KUNZE PRESIDENT 2153457020 2024-05-02 true WILLIAM KUNZE 999009999 false CYNTHIA BERGVALL CPA P00133440 2153432727 2024-05-08 2023 2023-04-26 12:10:37Z WILLIAM KUNZE 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 11199330 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. 18 18 46 525 112550 111550 1102890 1427725 355474 472046 361985 2639491 436147 381670 2256496 4920932 0 0 1670592 1857746 0 458307 1426588 1167854 3097180 3025600 -840684 1895332 28109274 28667655 1577668 764023 26531606 27903632 X WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED TO THE PRESERVATION AND PROTECTION OF SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, AND OUR HISTORIC HERITAGE. false false 2101810 472046 HERITAGE CONSERVANCY IS A COMMUNITY-BASED, NONPROFIT ORGANIZATION THAT WORKS IN PARTNERSHIP WITH COMMUNITIES, LANDOWNERS, BUSINESSES, GOVERNMENTS, AND OTHER MISSION-FOCUSED ORGANIZATIONS TO ENSURE THAT THE LANDSCAPES THAT MAKE OUR REGION SPECIAL ENDURE AND FLOURISH, FOR THE BENEFIT OF BOTH PEOPLE AND NATURE. FOUNDED IN 1958 AND BASED IN DOYLESTOWN, PA, HERITAGE CONSERVANCY HAS WORKED WITH OTHERS TO PROTECT MORE THAN 16,000 ACRES OF OPEN SPACE, FARMLAND, WILDLIFE HABITAT, AND IMPORTANT WATERSHED AREAS THROUGHOUT BUCKS AND SURROUNDING COUNTIES. WE OWN AND MANAGE MORE THAN 50 PROPERTIES, HOLD CONSERVATION EASEMENTS ON MORE THAN 250 PROPERTIES, AND ACTIVELY PURSUE HABITAT RESTORATION INITIATIVES ACROSS THE REGION. HERITAGE CONSERVANCY ALSO HOLDS HISTORIC PRESERVATION EASEMENTS AND MAINTAINS A REGISTER OF HISTORIC PLACES WITH MORE THAN 700 ENTRIES. IN OUR WORK TO CONNECT PEOPLE TO THE ENVIRONMENT AND HISTORY OF OUR REGION, TO EDUCATE, AND TO INSPIRE ADVOCACY FOR LAND AND WATERSHED PROTECTION, WE INTERACT WITH THOUSANDS OF COMMUNITY MEMBERS EVERY YEAR, INCLUDING MORE THAN 2500 STUDENTS AND MORE THAN 500 VOLUNTEERS. HERITAGE CONSERVANCY IS NATIONALLY ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION. 2101810 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 true false false false true false false false false true 10 0 true 46 true true true false false false false true true false false false false false false X 18 18 false false false false true false false true true false false true true true true true true true true false PA NJ X X WILLIAM KUNZE 2153457020 85 OLD DUBLIN PIKE DOYLESTOWN PA 18901 MARIA RIEDERS PHD CHAIR 2.00 X X 0 0 0 JEFFREY H NICHOLAS ESQ VICE CHAIR 2.00 X X 0 0 0 RICHARD HENRIQUES TREASURER 2.00 X X 0 0 0 STEPHEN L PHILLIPS SECRETARY 2.00 X 0 0 0 LYNN T BUSH DIRECTOR 2.00 X 0 0 0 DOUGLAS L CARR CPA DIRECTOR 2.00 X 0 0 0 CHRISTOPHER B CHANDOR ESQ DIRECTOR 2.00 X 0 0 0 BRIAN J CLARK ESQ DIRECTOR 2.00 X 0 0 0 STEPHEN G DARLINGTON DIRECTOR 2.00 X 0 0 0 NICHOLAS DEROSE PE DIRECTOR 2.00 X 0 0 0 RALPH C FEY AIA DIRECTOR 2.00 X 0 0 0 LOUIS J LOMBARDI DIRECTOR 2.00 X 0 0 0 DAVID OXLEY DIRECTOR 2.00 X 0 0 0 FRANK C PALOPOLI DIRECTOR 2.00 X 0 0 0 KEVIN PUTMAN JR DIRECTOR 2.00 X 0 0 0 DR SCOTT REINES MD PHD DIRECTOR 2.00 X 0 0 0 BETH SNYDER DMD DIRECTOR 2.00 X 0 0 0 KATHY SUMMERALL DIRECTOR 2.00 X 0 0 0 JULIA R TONER ESQ DIRECTOR 2.00 X 0 0 0 WILLIAM KUNZE PRESIDENT 37.50 X 162864 0 20163 KRIS KERN VICE PRESIDE 37.50 X 99996 0 9351 LINDA J CACOSSA COO/CFO 37.50 X 82963 0 12647 345823 42161 1 false true false 174510 214800 253678 784737 53645 1427725 HISTORIC & LAND PLANNING 531390 340353 340353 PROPERTY MANAGEMENT 531190 131693 131693 472046 319628 319628 330870 330870 330870 330870 7053443 1455808 5345083 844305 1708360 611503 2319863 2319863 17650 214800 89010 -71360 -71360 CATERING COMMISSIONS 722320 112550 112550 MISCELLANEOUS INCOME 900099 9610 9610 122160 4920932 472046 112550 2908611 387985 252190 77598 58197 1238846 789403 174557 274886 16857 10678 2085 4094 91042 57956 12561 20525 123016 78730 18920 25366 50026 41133 8893 23814 23814 23830 23830 23884 22884 1000 8110 5257 2853 84398 7288 37065 40045 45748 21572 14670 9506 272488 258003 9590 4895 21205 20469 594 142 1200 1055 145 578 578 102651 70374 18807 13470 59887 53861 6026 PASS THROUGH GRANT EXPENS 183933 183933 PROGRAM MATERIALS 146002 146002 LAND & EASEMENT ACQST 62810 62810 UBIT 26486 26486 30804 18212 8409 4183 3025600 2101810 465483 458307 16061 13706 3857303 3420600 530366 555265 21816 20649 18750 162500 9621 8205 11684 14843 18801336 4491428 14792422 14309908 6333322 7391009 2517929 2770970 28109274 28667655 195717 126821 1183999 445074 23592 15728 174360 176400 1577668 764023 X 9775081 10704777 16756525 17198855 26531606 27903632 28109274 28667655 1895332 -523306 X false true X true false X 969418 974768 1080706 1102890 1427725 5555507 969418 974768 1080706 1102890 1427725 5555507 705810 4849697 598368 304911 572512 656161 650498 2782450 82109 15108 104743 115928 112550 430438 68276 10573 24058 60961 27260 191128 8959523 5681475 0.54130 0.52610 X PART II, LINE 10 SPECIAL EVENT INCOME 150,775 MISCELLANEOUS INCOME 40,353 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 256 8535.00 6 1 true 3072.00 190976 true 9636395 140204 1402825 -552126 -23829 10603469 11976008 115704 -1626861 -774776 -53680 9636395 11249308 123803 1327223 -693517 -30809 11976008 9746447 712850 1256655 -438843 -27801 11249308 8908951 99250 1564192 -793707 -32239 9746447 0.15910 0.59590 0.24500 false false 13583877 13583877 4691750 4151973 539777 329694 256864 72830 196015 82591 113424 14309908 ASSETS HELD IN CHARITABLE REMAINDER 2770970 2770970 SECURITY DEPOSIT 176400 176400 X 4374276 -523306 480 -522826 4897102 23830 23830 4920932 3002250 480 480 3001770 23830 23830 3025600 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 POSSIBLE VIOLATIONS DURING THE MONITORING VISIT AND THE STEPS TO BE TAKEN TO CONFIRM AND RESOLVE ANY VIOLATIONS. 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 ANY 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, 2020 - 2022. CHRISTMAS/ALDIE 132850 122450 10400 4420 1456 29587 300 7896 FARM TO TABLE 99600 92350 7250 100 13540 23329 600 7782 232450 214800 17650 4520 14996 52916 900 15678 89010 -71360 X X false false false false false false false false false WILLIAM KUNZE PRESIDENT 162864 5407 14756 183027 X 1 1498 FAIR MARKET VALUE X ARCHITECT PLANS 1 12019 FAIR MARKET VALUE X AUCTION ITEMS 4 7720 FAIR MARKET VALUE X CATERING/FOOD 3 26005 FAIR MARKET VALUE X OTHER ITEMS 6 6403 FAIR MARKET VALUE false false false SCHEDULE M, PAGE 2, PART II PART 1 COLUMN B: REPRESENTS THE NUMBER OF CONTRIBUTORS FORM 990, PAGE 2, PART III, LINE 4A HERITAGE CONSERVANCY IS A COMMUNITY-BASED, NONPROFIT ORGANIZATION THAT WORKS IN PARTNERSHIP WITH COMMUNITIES, LANDOWNERS, BUSINESSES, GOVERNMENTS, AND OTHER MISSION-FOCUSED ORGANIZATIONS TO ENSURE THAT THE LANDSCAPES THAT MAKE OUR REGION SPECIAL ENDURE AND FLOURISH, FOR THE BENEFIT OF BOTH PEOPLE AND NATURE. FOUNDED IN 1958 AND BASED IN DOYLESTOWN, PA, HERITAGE CONSERVANCY HAS WORKED WITH OTHERS TO PROTECT MORE THAN 16,000 ACRES OF OPEN SPACE, FARMLAND, WILDLIFE HABITAT, AND IMPORTANT WATERSHED AREAS THROUGHOUT BUCKS AND SURROUNDING COUNTIES. WE OWN AND MANAGE MORE THAN 50 PROPERTIES, HOLD CONSERVATION EASEMENTS ON MORE THAN 250 PROPERTIES, AND ACTIVELY PURSUE HABITAT RESTORATION INITIATIVES ACROSS THE REGION. HERITAGE CONSERVANCY ALSO HOLDS HISTORIC PRESERVATION EASEMENTS AND MAINTAINS A REGISTER OF HISTORIC PLACES WITH MORE THAN 700 ENTRIES. IN OUR WORK TO CONNECT PEOPLE TO THE ENVIRONMENT AND HISTORY OF OUR REGION, TO EDUCATE, AND TO INSPIRE ADVOCACY FOR LAND AND WATERSHED PROTECTION, WE INTERACT WITH THOUSANDS OF COMMUNITY MEMBERS EVERY YEAR, INCLUDING MORE THAN 2500 STUDENTS AND MORE THAN 500 VOLUNTEERS. HERITAGE CONSERVANCY IS NATIONALLY ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION. 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 OFFICIALLY FILED AND THEN PROVIDE A COPY OF THE FORM 990 TO ALL BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 12C IN COMPLIANCE WITH OUR NATIONAL LAND TRUST ACCREDITATION, EACH YEAR, ALL BOARD MEMBERS SIGN AN AGREEMENT TO ABIDE BY THE CONFLICT OF INTEREST POLICY. IN ADDITION, BOARD MEMBERS ARE REQUIRED TO BRING ANY CONFLICTS OF INTEREST TO THE BOARD'S ATTENTION BEFORE THEY OCCUR. DURING THE BOARD MEETINGS ANY POTENTIAL CONFLICTS OF INTEREST ARE 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 EXECUTIVE COMMITTEE REGULARLY REVIEWS TOTAL COMPENSATION LEVELS FOR HERITAGE CONSERVANCY'S SENIOR 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 IRS CODE SECTION 4958. COMMITTEE MEMBERS INVOLVED IN SENIOR 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. HC INTERESTS LLC 85 OLD DUBLIN PK DOYLESTOWN PA 18901 320119060 HOLD RE PA 10000 10000 HERITAGE C HERITAGE CONSERVANCY INC