Heritage Conservancy
- Assets
- $28.1m
- Revenue
- $2.3m
- Investments
- $0.0
- Employees
- 35
- Location
- Doylestown, PA
- Founding
- 07/1960
- Data as of
- 12/2022
- EIN
- 23-6296515
Organization Overview
Heritage Conservancy is located in Doylestown, PA. The organization was established in 1960. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. As of 12/2022, Heritage Conservancy employed 35 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Conservancy is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Heritage Conservancy generated $2.3m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (6.3%) each year. All expenses for the organization totaled $3.1m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED TO THE PRESERVATION AND PROTECTION OF SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, AND OUR HISTORIC HERITAGE.
Describe the Organization's Program Activity:
HISTORIC & LAND PLANNING: 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 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 NEARLY 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 458 VOLUNTEERS. HERITAGE CONSERVANCY IS NATIONALLY ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Stephen L Phillips Chairman | OfficerTrustee | 2 | $0 |
Maria Rieders PHD Vice Chair | OfficerTrustee | 2 | $0 |
Richard Henriques Treasurer | OfficerTrustee | 2 | $0 |
Beth Snyder DMD Secretary | OfficerTrustee | 2 | $0 |
Lynn T Bush Director | Trustee | 2 | $0 |
Douglas L Carr CPA Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $130,510 |
| Fundraising events | $202,066 |
| Related organizations | $0 |
| Government grants | $54,053 |
| All other contributions, gifts, grants, and similar amounts not included above | $716,261 |
| Noncash contributions included in lines 1a–1f | $64,169 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,102,890 |
| Total Program Service Revenue | $355,474 |
| Investment income | $295,591 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $360,570 |
| Net Gain/Loss on Asset Sales | $66,394 |
| Net Income from Fundraising Events | -$49,737 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,256,496 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $372,923 |
| Compensation of current officers, directors, key employees. | $74,584 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,096,126 |
| Pension plan accruals and contributions | $16,119 |
| Other employee benefits | $77,294 |
| Payroll taxes | $108,130 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $42,179 |
| Fees for services: Accounting | $20,081 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $53,682 |
| Fees for services: Other | $86,078 |
| Advertising and promotion | $11,275 |
| Office expenses | $192,255 |
| Information technology | $20,795 |
| Royalties | $0 |
| Occupancy | $530,316 |
| Travel | $19,702 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,051 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $96,324 |
| Insurance | $53,329 |
| All other expenses | $8,735 |
| Total functional expenses | $3,097,180 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $16,061 |
| Savings and temporary cash investments | $3,857,303 |
| Pledges and grants receivable | $530,366 |
| Accounts receivable, net | $21,816 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $18,750 |
| Inventories for sale or use | $9,621 |
| Prepaid expenses and deferred charges | $11,684 |
| Net Land, buildings, and equipment | $14,792,422 |
| Investments—publicly traded securities | $6,333,322 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,517,929 |
| Total assets | $28,109,274 |
| Accounts payable and accrued expenses | $195,717 |
| Grants payable | $0 |
| Deferred revenue | $1,183,999 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $23,592 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $174,360 |
| Total liabilities | $1,577,668 |
| Net assets without donor restrictions | $9,775,081 |
| Net assets with donor restrictions | $16,756,525 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $28,109,274 |