2025-05-15T08:53:13-05:00 2024-06-30 233018514 DUNLAPSLK PC 1300 HORIZON DRIVE SUITE 106 CHALFONT PA 18914 990 2023-07-01 231732453 PENNYPACK ECOLOGICAL RESTORATION TRUST PENN 2156570830 2955 EDGE HILL ROAD HUNTINGDON VALLEY PA 190065099 CHRISTOPHER MENDEL EXECUTIVE DIRECTOR 2156570830 2025-05-08 1 1 JULIA L DAVIS P00163568 2675943755 2025-05-08 2023 2025-03-06 01:10:19Z CHRISTOPHER MENDEL 2955 EDGE HILL ROAD HUNTINGDON VALLEY PA 190065099 14265944 0 X WWW.PENNYPACKTRUST.ORG X 1970 PA PROTECTION AND PRESERVATION OF THE PENNYPACK CREEK WATERSHED. 21 21 19 115 0 0 7460314 5255222 0 0 436756 731331 34945 16127 7932015 6002680 0 0 0 0 658138 762684 0 0 124373 972845 1148652 1630983 1911336 6301032 4091344 47644987 53685347 458113 1238758 47186874 52446589 X THE MISSION OF THE TRUST AND ITS MEMBERSHIP IS TO PROTECT, RESTORE AND PRESERVE THE LANDS OF THE CENTRAL PENNYPACK CREEK VALLEY SO THAT THEY REMAIN AN ENHANCEMENT TO THE QUALITY OF VISITORS' LIVES, REMAIN A VIBRANT AND DIVERSE NATURAL LANDSCAPE SUPPORTING NATIVE PLANT AND ANIMAL LIFE, AND BECOME THE STANDARD OF EXCELLENCE FOR INNOVATIVE RESTORATION AND STEWARDSHIP PRACTICES TO BE SHARED WITH OTHER INDIVIDUALS AND ORGANIZATIONS JOINED IN COMMON COMMITMENT TO THE ENVIRONMENT. 0 0 1459694 49447 INSTILL PUBLIC AWARENESS OF THE CONSERVATION AND RESTORATION OF THE NATURAL RESOURCES OF THE PENNYPACK CREEK WATERSHED AND PROMOTE THE ENJOYMENT AND PROTECTION OF THE WATERSHED THROUGH RESEARCH AND OPEN SPACE MANAGEMENT. 1459694 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 19 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X THE ORGANIZATION 2156570830 2955 EDGE HILL ROAD HUNTINGDON VALLEY PA 190065099 CHRIS MENDEL EXECUTIVE DIRECTOR 40.00 X X 117166 0 10169 TIFFANY YOUNG CONTROLLER 40.00 X X 84410 0 8538 LEIGH ALTADONNA DIRECTOR 2.00 X 0 0 0 GREGG ASPLUNDH DIRECTOR 2.00 X 0 0 0 DR FREDRIK BRYNTESSON DIRECTOR 2.00 X 0 0 0 AMY BUICK DIRECTOR 2.00 X 0 0 0 LOUISE D'ALESSANDRO DIRECTOR 2.00 X 0 0 0 KYLE GENZLINGER DIRECTOR 2.00 X 0 0 0 ALEXIS DILLETT ISZTWAN DIRECTOR 2.00 X 0 0 0 CHERYL LOCKARD DIRECTOR 2.00 X 0 0 0 DENNIS MUELLER DIRECTOR 2.00 X 0 0 0 GREGORY ODHNER DIRECTOR 2.00 X 0 0 0 DAVID OYLER DIRECTOR 2.00 X 0 0 0 JOHN PETERMAN DIRECTOR 2.00 X 0 0 0 ROBERT RIETHMILLER DIRECTOR 2.00 X 0 0 0 KENNETH SCHAUDER DIRECTOR 2.00 X 0 0 0 KIM SEESE DIRECTOR 2.00 X 0 0 0 WILLIAM WEIHENMAYER JR DIRECTOR 2.00 X 0 0 0 GILBERT P HIGH JR PRESIDENT 5.00 X X 0 0 0 CHRISTOPHER CARR VICE PRESIDENT 5.00 X X 0 0 0 LOUIS DAVIS III VICE PRESIDENT 5.00 X X 0 0 0 PAUL A RUTHERFORD TREASURER 5.00 X X 0 0 0 DAVID ROWLAND SECRETARY 5.00 X X 0 0 0 201576 0 18707 1 0 0 0 0 254459 112899 4887864 1931986 5255222 595210 595210 8312438 13500 8042842 146975 269596 -133475 136121 136121 6300 112899 39620 -33320 -33320 56893 33827 23066 23066 OTHER INCOME 900099 26381 26381 26381 6002680 49447 0 698011 139585 69793 27917 41875 483534 330180 111168 42186 27582 22559 4339 684 71619 58578 11266 1775 40364 27958 9179 3227 9238 7391 1847 16550 13240 3310 92017 92017 47362 46573 789 34626 34626 27318 21855 5463 20807 16646 4161 16348 13078 3270 5021 4017 1004 188040 150432 37608 57945 46356 11589 GRANT EXPENSES 408097 408097 PROPERTY EXPENSES 161615 161615 PROGRAM EXPENSES 30462 30462 CREDIT LOSSES 21500 21500 11706 9364 2342 1911336 1459694 327269 124373 383416 202500 1650040 3534716 4249381 740954 5279 14933 7267 7803 34051007 2128210 26811243 31922797 14341987 17057169 137616 144807 58758 59668 47644987 53685347 379190 99648 78923 139110 1000000 458113 1238758 X 14594546 18841308 32592328 33605281 47186874 52446589 47644987 53685347 4091344 1168371 0 X X 0 1 X 1 0 X 874639 754397 1724247 2685891 5255222 11294396 874639 754397 1724247 2685891 5255222 11294396 1438212 9856184 188510 211816 247030 360007 595210 1602573 12597 13279 25256 18268 26381 95781 12992750 82502 0.75860 0.80750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 12 169.86 0 1 0 6.00 150 8488683 2607910 1397576 403303 12090866 8198215 43446 778676 531654 8488683 9698264 11000 -1228487 282562 8198215 7530422 105450 2114966 52574 9698264 7663486 46700 139183 318947 7530422 0.52000 0.48000 0 0 29706319 29706319 3940021 1849229 2090792 404667 278981 125686 31922797 X 7152481 1168371 73447 1241818 5910663 92017 92017 6002680 1892766 73447 73447 1819319 92017 92017 1911336 PART II, LINE 9: CONSERVATION EASEMENTS ARE REPORTED IN THE TRUST'S FINANCIAL STATEMENTS AS ASSETS, AND INCLUDED AS LAND. WHEN AN EASEMENT IS ACQUIRED IT IS RECORDED AS AN ASSET AT ITS COST, OR IF DONATED, AT ITS APPRAISED VALUE. WHEN AN EASEMENT IS DONATED, THE APPRAISED VALUE OF THE EASEMENT IS RECORDED AS CONTRIBUTION REVENUE. PART V, LINE 4: INCOME IS TO BE USED FOR THE OPERATIONS OF THE TRUST. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN THE CURRENT OR PRIOR YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 33,827. SPECIAL EVENT EXPENSES 39,620. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 33,827. SPECIAL EVENT EXPENSE 39,620. PARTY AT THE PRESERVED 101555 97805 3750 2000 14660 15523 TRAIL RUN 17644 15094 2550 7437 119199 112899 6300 2000 14660 22960 39620 -33320 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 PART I, LINE 1A THE ORGANIZATION PROVIDES HOUSING TO THE EXECUTIVE DIRECTOR ON THE ORGANIZATION'S PREMISES. X 11 1427568 FAIR MARKET VALUE X 1 500000 APPRAISED VALUE X FUNDRAISER ITEMS 6 4418 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT PAY AN ANNUAL MEMBERSHIP FEE TO THE ORGANIZATION. THEY DO NOT RECEIVE SHARES OF STOCK OR OTHER OWNERSHIP INTERESTS. THEY DO NOT RECEIVE ANY SHARES OF PROFITS OR EXCESS DUES OR A SHARE OF THE NET ASSETS UPON DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE RIGHT TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. THE BOARD IS ELECTED ANNUALLY AT A MEETING THAT ALL MEMBERS ARE INVITED TO ATTEND. MUNICIPAL MEMBERS ARE APPOINTED BY THE ELECTED BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CONTROLLER AND THE MEMBERS OF THE AUDIT COMMITTEE PRIOR TO FILING. A COPY OF THE FORM WAS PROVIDED TO EACH BOARD MEMBER ELECTRONICALLY AFTER APPROVAL BY THE AUDIT COMMITTEE. BOARD MEMBERS WERE GIVEN A WEEK TO REVIEW AND RESPOND TO IT, AFTER WHICH IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST FORM EACH YEAR. ANY POTENTIAL CONFLICTS ARE REVIEWED BY MANAGEMENT AND THE BOARD BEFORE ANY BUSINESS IS UNDERTAKEN. FORM 990, PART VI, SECTION B, LINE 15 PART VI, LINES 15A AND 15B - THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND SETS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THEY MAKE USE OF SURVEY DATA AND PERSONAL KNOWLEDGE OF SIMILAR ORGANIZATIONS IN MAKING DECISIONS REGARDING THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE FOR ALL OTHER POSITIONS USING THE SAME PROCESS DESCRIBED ABOVE. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE TRUST'S HEADQUARTERS AND ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE WAS NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR.