HERITAGE CONSERVANCY INC Charity Report

Public IRS 990 nonprofit record

HERITAGE CONSERVANCY INC

EIN 23-6296515 · Arts, Culture & Humanities (A800)

What they do

WE ARE A COMMUNITY BASED ORGANIZATION DEDICATED to THE PRESERVATION and PROTECTION of SIGNIFICANT OPEN SPACES, NATURAL RESOURCES, and OUR HISTORIC HERITAGE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $67.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

What leaders were paid

Reported for tax year 2025

These compensation amounts were reported by the charity on its Form 990. They are already included within the charity’s reported expenses—not extra amounts to add to the spending totals below.

Person and titleReported compensation

WILLIAM KUNZEPRESIDENT · 38 hrs/week $203,992Base $179,912 · Other $24,080

ERIKA BLUMENTHALCOO · 38 hrs/week $80,124Base $75,992 · Other $4,132

KRIS KERNVICE PRESIDE · 38 hrs/week $49,056Base $44,832 · Other $4,224

Compensation alone does not tell whether pay is reasonable. Compare it with the charity’s size, work, location, and documented results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

Why can this be over 100%?The charity reported $2,956,711 in revenue and $3,554,324 in total expenses. It spent $597,613 more than it received that year, so a spending category can exceed 100% of that year’s revenue.These percentages use the charity’s reported Form 990 amounts—not an estimate or a website calculation error. The filing alone does not explain how the gap was covered.

81.28%mission spending compared with this year’s revenue67.6% of all expenses · Form 990 program services

18.22%fundraising spending compared with this year’s revenue15.2% of all expenses

$120.21spent for every $100 of revenueSpending was higher than revenue this year.

20.72%management spending compared with this year’s revenue17.2% of all expenses

$11.23in assets for every $1 spent this yearSome assets cannot be spent right away.

56.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $597,613 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,956,711

Mission workProgram services$2,403,07581.28% of revenue67.6% of expenses

ManagementOffice and general costs$612,61320.72% of revenue17.2% of expenses

FundraisingAsking for donations$538,63618.22% of revenue15.2% of expenses

Total expenses$3,554,324120.21% of revenue

Why this can exceed 100%: the charity reported $3,554,324 in expenses against $2,956,711 in revenue. The ring shows the first $100 of revenue; the full Form 990 percentage appears below. This is not a website calculation error.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 67.6% mission · 17.2% management · 15.2% fundraisingTotal expenses: 120.21% of revenue

2024Expense mix: 68.2% mission · 15.4% management · 16.4% fundraisingTotal expenses: 25.37% of revenue

2023Expense mix: 69.5% mission · 15.4% management · 15.1% fundraisingTotal expenses: 61.48% of revenue

2022Expense mix: 68.3% mission · 13.3% management · 18.4% fundraisingTotal expenses: 137.26% of revenue

2021Expense mix: 76.0% mission · 13.9% management · 10.1% fundraisingTotal expenses: 63.48% of revenue

2020Expense mix: 90.4% mission · 5.6% management · 4.0% fundraisingTotal expenses: 80.93% of revenue

2019Expense mix: 76.7% mission · 12.1% management · 11.2% fundraisingTotal expenses: 77.32% of revenue

2018Expense mix: 75.3% mission · 13.5% management · 11.3% fundraisingTotal expenses: 98.04% of revenue

Money in and money out

Revenue$2,956,711

Expenses$3,554,324

Annual shortfall $597,613 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,403,075 · 67.6% of expenses

Management and office costs$612,613 · 17.2% of expenses

Fundraising$538,636 · 15.2% of expenses

See all reported dollar amounts

Revenue$2,956,711

Expenses$3,554,324

Assets$39,912,766

Income$3,443,274

Contributions$1,669,469

Mission work (program services)$2,403,075

Fundraising$538,636

Management and general$612,613

Executive compensation (total)$327,395

Stocks and bonds$8,822,230

Accounting fees$25,254

Investing fees$34,364

People

Leadership and board

Tax year 2025

Names, titles, and time below are reported by the organization on its Form 990. Reported compensation is shown near the top beside the spending summary.

See everyone listed on the board or leadership roster (22)

WILLIAM KUNZEPRESIDENT

ERIKA BLUMENTHALCOO

KRIS KERNVICE PRESIDE

KEVIN PUTMAN JRDIRECTOR

STEPHEN L PHILLIPSDIRECTOR

STEPHEN G DARLINGTONDIRECTOR

RICHARD HENRIQUESTREASURER

REBECCA BUSHNELLDIRECTOR

RALPH C FEY AIADIRECTOR

R BRENT ALDERFERDIRECTOR

LYNN T BUSHVICE CHAIR

LOUIS J LOMBARDISECRETARY

ANTHONY CALVITTIDIRECTOR

JEFFREY H NICHOLAS ESQCHAIR

GREGORY KESSELDIRECTOR

DR SCOTT REINES MD PHDDIRECTOR

DOUGLAS L CARR CPADIRECTOR

DAVID OXLEYDIRECTOR

D RODMAN EASTBURN ESQDIRECTOR

CHRISTOPHER B CHANDOR ESQDIRECTOR

BRIAN J CLARK ESQDIRECTOR

BETH SNYDER DMDDIRECTOR

About this charity

Recognized since: January 1960
Location: 85 OLD DUBLIN PIKE, DOYLESTOWN, PA 18901-2468
County: Bucks
In care of: WILLIAM KUNZE
Primary officer: WILLIAM KUNZE, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailinfo@heritageconservancy.org Phone(215) 345-7020

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: BEE BERGVALL & CO
NTEE classification: Arts, Culture & Humanities (A800)
IRS tax category: Historical Sites

HERITAGE CONSERVANCY INC

HERITAGE CONSERVANCY INC

What they do

Should I give to this charity?

What leaders were paid

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

About this charity

How to reach them

Filing and classification

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