Nonprofit · EIN 23-6296515
HERITAGE CONSERVANCY
Tax-exempt · DOYLESTOWN, PA 18901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,956,711 | $3,554,324 | -$597,613 | $39,912,766 | $928,424 | $38,984,342 |
| December 31, 2024 | 990 | $12,458,931 | $3,160,593 | $9,298,338 | $39,052,467 | $812,898 | $38,239,569 |
| December 31, 2023 | 990 | $4,920,932 | $3,025,600 | $1,895,332 | $28,667,655 | $764,023 | $27,903,632 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,669,469
- of which government grants
- $110,853
- Program service revenue
- $337,536
- Investment income
- $475,269
- Net rental income
- $357,895
- Net gain from sales of assets
- $152,214
- Net income from fundraising events
- -$103,396
- Other revenue
- $474,437
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $333,172
- Other salaries and wages
- $1,415,515
- Salaries, compensation and benefits (total)
- $2,007,350
- Professional fundraising fees
- $0
- Legal fees
- $76,431
- Accounting fees
- $25,254
- Occupancy
- $471,762
- Travel
- $29,920
- Depreciation
- $115,094
- Program services (functional)
- $2,403,075
- Management and general (functional)
- $612,613
- Fundraising (functional)
- $538,636
Balance sheet and other
- Total assets, start of year
- $39,052,467
- Total assets, end of year
- $39,912,766
- Total liabilities, end of year
- $928,424
- Net assets, end of year
- $38,984,342
- Land, buildings and equipment
- $24,306,324
- Publicly traded securities
- $8,822,230
- Net assets without donor restrictions
- $20,630,101
- Net assets with donor restrictions
- $18,354,241
- Gross unrelated business income
- $188,201
- Gross receipts
- $3,443,274
- Employees
- 58
- Volunteers
- 349
- Year formed
- 1958
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM KUNZE | PRESIDENT Officer | 37.5 | $179,912 | $24,080 |
| ERIKA BLUMENTHAL | COO Officer | 37.5 | $75,992 | $4,132 |
| KRIS KERN | VICE PRESIDE Officer | 37.5 | $44,832 | $4,224 |
| JEFFREY H NICHOLAS ESQ | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LYNN T BUSH | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD HENRIQUES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LOUIS J LOMBARDI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| R BRENT ALDERFER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REBECCA BUSHNELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANTHONY CALVITTI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DOUGLAS L CARR CPA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER B CHANDOR ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN J CLARK ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN G DARLINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| D RODMAN EASTBURN ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RALPH C FEY AIA | DIRECTOR Trustee or director | 2 | $0 |
| GREGORY KESSEL | DIRECTOR Trustee or director | 2 | $0 |
| DAVID OXLEY | DIRECTOR Trustee or director | 2 | $0 |
| STEPHEN L PHILLIPS | DIRECTOR Trustee or director | 2 | $0 |
| KEVIN PUTMAN JR | DIRECTOR Trustee or director | 2 | $0 |
| DR SCOTT REINES MD PHD | DIRECTOR Trustee or director | 2 | $0 |
| BETH SNYDER DMD | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM KUNZE | PRESIDENT Officer | 37.5 | $178,875 | $21,802 |
| KRIS KERN | VICE PRESIDE Officer | 37.5 | $111,070 | $10,006 |
| MARIA RIEDERS PHD | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LYNN T BUSH | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD HENRIQUES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JEFFREY H NICHOLAS ESQ | SECRETARY Officer | 2 | $0 | $0 |
| BRIAN J CLARK ESQ | ASSIST. SECR Officer | 2 | $0 | $0 |
| R BRENT ALDERFER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REBECCA BUSHNELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER B CHANDOR ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN G DARLINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RALPH C FEY AIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LOUIS J LOMBARDI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID OXLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRANK C PALOPOLI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN L PHILLIPS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN PUTMAN JR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR SCOTT REINES MD PHD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH SNYDER DMD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JULIA R TONER ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM KUNZE | PRESIDENT Officer | 37.5 | $162,864 | $20,163 |
| KRIS KERN | VICE PRESIDE Officer | 37.5 | $99,996 | $9,351 |
| LINDA J CACOSSA | COO/CFO Officer | 37.5 | $82,963 | $12,647 |
| MARIA RIEDERS PHD | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JEFFREY H NICHOLAS ESQ | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RICHARD HENRIQUES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| STEPHEN L PHILLIPS | SECRETARY Officer | 2 | $0 | $0 |
| LYNN T BUSH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DOUGLAS L CARR CPA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTOPHER B CHANDOR ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN J CLARK ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEPHEN G DARLINGTON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICHOLAS DEROSE PE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RALPH C FEY AIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LOUIS J LOMBARDI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID OXLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRANK C PALOPOLI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEVIN PUTMAN JR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DR SCOTT REINES MD PHD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH SNYDER DMD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHY SUMMERALL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JULIA R TONER ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 85 OLD DUBLIN PIKE, DOYLESTOWN, PA 18901-2468
- Principal officer (990 for 2025)
- WILLIAM KUNZE, 85 OLD DUBLIN PIKE, DOYLESTOWN, PA 18901
- Signed the 990
- WILLIAM KUNZE, PRESIDENT
- Phone
- (215) 345-7020
- Website
- WWW.HERITAGECONSERVANCY.ORG
- Return prepared by
- BEE BERGVALL & CO
Mission
WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED TO THE PRESERVATION AND PROTECTION OF SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, AND OUR HISTORIC HERITAGE.
Program accomplishments
- HERITAGE CONSERVANCY IS A NONPROFIT ORGANIZATION THAT WORKS IN PARTNERSHIP WITH COMMUNITIES, LANDOWNERS, BUSINESSES, GOVERNMENTS, AND OTHER MISSION- FOCUSED ORGANIZATIONS TO ENSURE THAT THE LANDSCAPES THAT MAKE THIS REGION SPECIAL ENDURE AND FLOURISH, FOR THE BENEFIT OF BOTH PEOPLE AND NATURE. FOUNDED IN 1958 AND BASED IN DOYLESTOWN, PA, THE CONSERVANCY HAS WORKED WITH PARTNERS TO PROTECT ABOUT 17,000 ACRES OF OPEN SPACE, FARMLAND, WILDLIFE HABITAT, AND IMPORTANT WATERSHED AREAS THROUGHOUT BUCKS COUNTY AND IN SURROUNDING AREAS. THE CONSERVANCY DIRECTLY OWNS AND MANAGES MORE THAN 50 PROPERTIES TOTALING MORE THAN 1500 ACRES, HOLDS CONSERVATION EASEMENTS ON MORE THAN 270 PROPERTIES TOTALING MORE THAN 8600 ACRES, AND ACTIVELY PURSUES 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 ITS WORK TO CONNECT PEOPLE TO THE ENVIRONMENT AND HISTORY OF OUR REGION, TO EDUCATE, AND TO INSPIRE ADVOCACY FOR LAND AND WATERSHED PROTECTION, THE CONSERVANCY INTERACTS WITH THOUSANDS OF COMMUNITY MEMBERS EVERY YEAR, INCLUDING MORE THAN 2500 STUDENTS AND HUNDREDS OF VOLUNTEERS. HERITAGE CONSERVANCY IS NATIONALLY ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION.Expenses $2,403,075 · revenue $337,536
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6296515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $39,912,766
- Income (IRS master file)
- $3,443,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,956,711 | $3,554,324 | $39,912,766 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $12,458,931 | $3,160,593 | $39,052,467 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $4,920,932 | $3,025,600 | $28,667,655 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,256,496 | $3,097,180 | $28,109,274 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6296515).
Questions about HERITAGE CONSERVANCY
- What is the EIN of HERITAGE CONSERVANCY?
- The employer identification number (EIN) of HERITAGE CONSERVANCY is 23-6296515.
- Is HERITAGE CONSERVANCY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to HERITAGE CONSERVANCY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE CONSERVANCY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE CONSERVANCY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE CONSERVANCY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HERITAGE CONSERVANCY?
- The 990 for the year ended December 31, 2025 names WILLIAM KUNZE.
- Who are the officers and directors of HERITAGE CONSERVANCY?
- The 990 for the year ended December 31, 2025 lists 22 people; 3 received compensation from the organization, the highest $179,912 (WILLIAM KUNZE, PRESIDENT).
- How much revenue does HERITAGE CONSERVANCY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,956,711, expenses of $3,554,324 and total assets of $39,912,766 at year end.
Other nonprofits in DOYLESTOWN
- JAMES A MICHENER ART MUSEUM EIN 23-2471583 · last filed 990 for 2024
- COUNTY THEATER INC EIN 23-2230422 · last filed 990 for 2024
- BUCKS COUNTY HERALD FOUNDATION EIN 85-1241475 · last filed 990 for 2024
- THE OSCAR HAMMERSTEIN MUSEUM AND THEATRE EDUCATION CENTER EIN 45-3460786 · last filed 990 for 2025
- DOYLESTOWN HISTORICAL SOCIETY N P EIN 23-3072281 · last filed 990 for 2024
- TOWN AND COUNTRY PLAYERS EIN 23-2761730 · last filed 990 for 2024
- BUCKS COUNTY SYMPHONY FOUNDATION INC EIN 61-1680107 · last filed 990 for 2026
- ART GOES TO SCHOOL OF DELAWARE VALLEY INC EIN 23-2125860 · last filed 990-EZ for 2025
All nonprofits in DOYLESTOWN · Pennsylvania · Arts, culture and humanities