WILDLIFE HERITAGE FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILDLIFE HERITAGE FOUNDATION (EIN 94-3352965)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202413189349308321
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T14:33:10-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680037990PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILBERT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 GATEWAY OAKS DR STE 100AddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943352965EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILDLIFE HERITAGE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILDBusinessNameControlTxt
Phone9164342759PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1563 SECOND STREET 120AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95648ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKURT WORLEYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9164342759PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER Z IWATAPreparerPersonNm
PTINP01310188PTIN
Phone9166466464PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKURT WORLEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1563 SECOND STREET 120AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95648ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$53,015,376GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WILDLIFEHERITAGE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$34,296PYContributionsGrantsAmt
CY Contributions Grants$2,021,814CYContributionsGrantsAmt
PY Program Service Revenue$318,717PYProgramServiceRevenueAmt
CY Program Service Revenue$734,863CYProgramServiceRevenueAmt
PY Investment Income$6,016,125PYInvestmentIncomeAmt
CY Investment Income$4,236,146CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$40,050CYOtherRevenueAmt
PY Total Revenue$6,369,138PYTotalRevenueAmt
CY Total Revenue$7,032,873CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$789,076PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$860,552CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,664CYTotalFundraisingExpenseAmt
PY Other Expenses$2,050,874PYOtherExpensesAmt
CY Other Expenses$2,768,367CYOtherExpensesAmt
PY Total Expenses$2,839,950PYTotalExpensesAmt
CY Total Expenses$3,628,919CYTotalExpensesAmt
PY Revenues Less Expenses$3,529,188PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,403,954CYRevenuesLessExpensesAmt
Total Assets BOY$100,552,976TotalAssetsBOYAmt
Total Assets EOY$115,276,421TotalAssetsEOYAmt
Total Liabilities BOY$1,835,953TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,830,615TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$98,717,023NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$111,445,806NetAssetsOrFundBalancesEOYAmt
MissionTO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,743,970ExpenseAmt
Revenue$765,569RevenueAmt
DescWILDLIFE HERITAGE FOUNDATION PROTECTS, ENHANCES, AND RESTORES WILDLIFE HABITAT AND PROVIDES NATURE EDUCATION FOR YOUTH. IN 2023, WE CONTINUED TO PERMANENTLY PROTECT MORE THAN 93,000 ACRES OF WILDLIFE HABITAT, AGRICULTURAL LANDS, AND OPEN SPACE THROUGH THE STEWARDSHIP AND MANAGEMENT OF 191 CONSERVATION EASEMENTS. WHF CONTINUED ITS EFFORTS TO PERMANENTLY PROTECT WILDLIFE HABITAT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescWILDLIFE HERITAGE FOUNDATION HAS A PROGRAM TO PROVIDE OUTDOOR EDUCATIONAL AND RECREATIONAL EVENTS FOR ALL AGES, BUT WITH A PARTICULAR FOCUS ON YOUTH, TO INCREASE UNDERSTANDING AND APPRECIATION FOR THE NATURAL WORLD. IN A TYPICAL YEAR, WE PROVIDE EDUCATIONAL WORKSHOPS ON OUR PROTECTED PROPERTIES ON THE SUBJECTS OF WILDLIFE, WETLANDS, POLLINATORS, WILDFLOWERS, WATER CYCLE, AND OTHER NATURAL RESOURCES AND HABITATS FOUND IN CALIFORNIA FOR HUNDREDS OF STUDENTS IN THE WESTERN PLACER UNIFIED SCHOOL DISTRICTS, A WEEK-LONG OUTDOOR EXPERIENCE FOR 6TH GRADERS. WHF ALSO PROVIDES EDUCATIONAL NATURE WALKS FOR ADULTS. IN 2023, WHF PROVIDED OUTREACH AND EDUCATION TO COMMUNITY MEMBERS WHO LIVE IN AREAS ADJACENT TO CONSERVED LANDS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescWILDLIFE HERITAGE FOUNDATION CREATED THE SUN CITY LINCOLN HILLS URBAN BIRD PROGRAM TO HELP REDUCE THE NUMBER OF CALIFORNIA QUAIL AND WATERFOWL TRAPPED IN STORM DRAINS WITHIN THE HOUSING DEVELOPMENT THAT IS CONNECTED TO OUR OPEN SPACE PRESERVE. WE DESIGNED A STORM DRAIN COVER TO PREVENT THESE BIRDS FROM FALLING INTO THE STORM DRAINS AND REGULARLY WORK WITH RESIDENTS TO INSTALL AND MAINTAIN THE DRAIN COVERS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,743,970TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KURT WORLEY EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9164342759PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1563 SECOND STREET 120AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95648ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KURT WORLEY
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CASSANDRA KILLINGSWORTH
TREASURER/CFO0.50Yes (X)Yes (X)$0$0$0
LOREN CLARK
SECRETARY0.50Yes (X)Yes (X)$0$0$0
PRIMO SANTINI
DIRECTOR0.50Yes (X)$0$0$0
ROBERT WEYGANDT
DIRECTOR0.50Yes (X)$0$0$0
DARLA GUENZLER
EXECUTIVE DIRECTOR40.00Yes (X)$175,403$0$19,609
FieldValueIRS element (for citing)
Total Reportable Comp From Org$175,403TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$19,609TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BOUTIN JONES INC
555 CAPITOL MALL SUITE 1500SACRAMENTOCA95814LEGAL SERVICES$206,155
RES-RLH WEST COAST LLC
2125 19TH STREET SUITE 200SACRAMENTOCA95814LAND MANAGEMENT SERVICES$102,994
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$1,975,796GovernmentGrantsAmt
All Other Contributions$46,018AllOtherContributionsAmt
Total Contributions$2,021,814TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business900001BusinessCd
Total Revenue Column$734,863TotalRevenueColumnAmt
Related Or Exempt Func Income$734,863RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$734,863TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,501,539TotalRevenueColumnAmt
Exclusion$2,501,539ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$47,717,110SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$45,982,503SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,734,607SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,734,607TotalRevenueColumnAmt
Exclusion$1,734,607ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$9,344FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,344TotalRevenueColumnAmt
Exclusion$9,344ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$30,706TotalRevenueColumnAmt
Related Or Exempt Func Income$30,706RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$30,706OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,032,873TotalRevenueColumnAmt
Related Or Exempt Func Income$765,569RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,245,490ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$195,012TotalAmt
Program Services$130,014ProgramServicesAmt
Management And General$64,998ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$524,456TotalAmt
Program Services$446,917ProgramServicesAmt
Management And General$77,539ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,663TotalAmt
Program Services$11,069ProgramServicesAmt
Management And General$1,594ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$72,054TotalAmt
Program Services$62,653ProgramServicesAmt
Management And General$8,860ManagementAndGeneralAmt
Fundraising$541FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$56,367TotalAmt
Program Services$44,690ProgramServicesAmt
Management And General$11,587ManagementAndGeneralAmt
Fundraising$90FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$310,360TotalAmt
Program Services$296,965ProgramServicesAmt
Management And General$2,795ManagementAndGeneralAmt
Fundraising$10,600FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$48,353TotalAmt
Program Services$34,312ProgramServicesAmt
Management And General$9,907ManagementAndGeneralAmt
Fundraising$4,134FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$581,440TotalAmt
Management And General$581,440ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$104,697TotalAmt
Program Services$104,675ProgramServicesAmt
Management And General$22ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35,553TotalAmt
Program Services$24,345ProgramServicesAmt
Management And General$11,009ManagementAndGeneralAmt
Fundraising$199FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$46,243TotalAmt
Program Services$24,852ProgramServicesAmt
Management And General$20,170ManagementAndGeneralAmt
Fundraising$1,221FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24,577TotalAmt
Program Services$19,661ProgramServicesAmt
Management And General$4,424ManagementAndGeneralAmt
Fundraising$492FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,252TotalAmt
Program Services$24,125ProgramServicesAmt
Management And General$1,127ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,398TotalAmt
Program Services$4,007ProgramServicesAmt
Fundraising$391FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,566TotalAmt
Program Services$20,660ProgramServicesAmt
Management And General$4,648ManagementAndGeneralAmt
Fundraising$258FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
LAND MANAGER MANAGEMENT$1,323,290$1,323,290
OAK IMPLEMENTATION EXPE$73,000$73,000
PROGRAM SERVICES$71,296$71,296
BAD DEBT EXPENSE$42,253$42,253

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$52,089TotalAmt
Program Services$27,439ProgramServicesAmt
Management And General$23,912ManagementAndGeneralAmt
Fundraising$738FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,628,919TotalAmt
Program Services$2,743,970ProgramServicesAmt
Management And General$866,285ManagementAndGeneralAmt
Fundraising$18,664FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$304,391BOYAmt
EOY$961,538EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$309,827BOYAmt
EOY$981,968EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,576,746BOYAmt
EOY$3,865,797EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$58,647BOYAmt
EOY$32,471EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$229,072LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$222,818LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,652BOYAmt
EOY$6,254EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$88,732,659BOYAmt
EOY$101,120,465EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,560,054BOYAmt
EOY$8,307,928EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$100,552,976BOYAmt
EOY$115,276,421EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$303,062BOYAmt
EOY$1,283,700EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$211,309BOYAmt
EOY$86,821EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,321,582BOYAmt
EOY$2,460,094EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,835,953BOYAmt
EOY$3,830,615EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,078,295BOYAmt
EOY$1,974,691EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$97,638,728BOYAmt
EOY$109,471,115EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$98,717,023BOYAmt
EOY$111,445,806EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,552,976BOYAmt
EOY$115,276,421EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,403,954ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,422,390NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$97,561PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,745,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,619,538CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,739,251CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,377CurrentTaxYearMinus1YearAmt
Current Tax Year$2,021,814CurrentTaxYearAmt
Total$16,263,707TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,745,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,619,538CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,739,251CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,377CurrentTaxYearMinus1YearAmt
Current Tax Year$2,021,814CurrentTaxYearAmt
Total$16,263,707TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$16,263,707PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,097,551CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,369,356CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,934,616CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,561,490CurrentTaxYearMinus1YearAmt
Current Tax Year$2,501,539CurrentTaxYearAmt
Total$11,464,552TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$30,706CurrentTaxYearAmt
Total$30,706TotalAmt
FieldValueIRS element (for citing)
Total Support$27,758,965TotalSupportAmt
Gross Receipts Rltd Activities$2,102,188GrossReceiptsRltdActivitiesAmt
Public Support CY1700.58590PublicSupportCY170Pct
Public Support PY1700.60970PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support PY5090.63440PublicSupportPY509Pct
Investment Income PY0.36560InvestmentIncomePYPct

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2023 AMOUNT: $ 30,706.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements191TotalEasementsCnt
Total Acreage93060.00TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement11921.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$433,263ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$93,836,015BeginningYearBalanceAmt
Contributions$1,939,105ContributionsAmt
Investment Earnings Or Losses$12,948,811InvestmentEarningsOrLossesAmt
Other Expenditures$3,491,009OtherExpendituresAmt
End Year Balance$105,232,922EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$108,933,206BeginningYearBalanceAmt
Contributions$634,585ContributionsAmt
Investment Earnings Or Losses-$14,921,103InvestmentEarningsOrLossesAmt
Other Expenditures$810,673OtherExpendituresAmt
End Year Balance$93,836,015EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$96,426,948BeginningYearBalanceAmt
Contributions$11,583,142ContributionsAmt
Investment Earnings Or Losses$1,978,330InvestmentEarningsOrLossesAmt
Other Expenditures$1,055,214OtherExpendituresAmt
End Year Balance$108,933,206EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,903,160BeginningYearBalanceAmt
Contributions$9,473,479ContributionsAmt
Investment Earnings Or Losses$1,914,323InvestmentEarningsOrLossesAmt
Other Expenditures$1,864,014OtherExpendituresAmt
End Year Balance$96,426,948EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$67,381,671BeginningYearBalanceAmt
Contributions$18,838,126ContributionsAmt
Investment Earnings Or Losses$1,540,255InvestmentEarningsOrLossesAmt
Other Expenditures$856,892OtherExpendituresAmt
End Year Balance$86,903,160EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.73100PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.26900TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$105,650OtherCostOrOtherBasisAmt
Depreciation$105,650DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$123,422OtherCostOrOtherBasisAmt
Depreciation$117,168DepreciationAmt
Book Value$6,254BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,254TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BLACKSTONE REIT$2,390,906F
STARWOOD REIT$2,267,208F
BLACKSTONE PRIVATE CREDIT FUND$2,700,633F
INVESTMENTS HELD FOR OTHERS$949,181F
FieldValueIRS element (for citing)
Total Book Value Securities$8,307,928TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
MONTSERRATE ENFORCEMENT FUND LIABILITY$1,510,913
INVESTMENTS HELD FOR OTHERS$949,181
FieldValueIRS element (for citing)
Total Liability$2,460,094TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,873,823TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$9,422,390NetUnrealizedGainsInvstAmt
Revenue Not Reported$9,422,390RevenueNotReportedAmt
Revenue Subtotal$6,451,433RevenueSubtotalAmt
Investment Expenses Not Incld$581,440InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$581,440RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,032,873TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,047,479TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,047,479ExpensesSubtotalAmt
Investment Expenses Not Incld2$581,440InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$581,440ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,628,919TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 5:THE WILDLIFE HERITAGE FOUNDATION (WHF) SHALL MONITOR EACH OF ITS CONSERVATION EASEMENTS AT LEAST ONCE PER YEAR OR MORE FREQUENTLY IF REQUIRED IN THE EASEMENT OR IF THERE ARE ISSUES OF CONCERN. WHF SHALL ENFORCE ANY VIOLATIONS OF THE TERMS OF ITS CONSERVATION EASEMENTS TO PROTECT THE CONSERVATION VALUES OF THE LAND. THE CONSERVATION EASEMENTS ACCEPTED BY WHF REFLECT THESE TERMS BY SPECIFYING ANNUAL REQUIREMENTS TO MONITOR AND INSPECT AND TO ENFORCE ANY VIOLATIONS. WHF ACTIVELY SEEKS TO AVOID POTENTIAL EASEMENT VIOLATIONS THOUGH A VARIETY OF PREVENTATIVE ACTIONS. IT IS ALSO PREPARED TO ADDRESS POTENTIAL VIOLATIONS AND HAS PROCEDURES TO ADDRESS VIOLATIONS THAT CANNOT BE PREVENTED.
PART II, LINE 9:CONSERVATION EASEMENTS ARE VALUED AT ZERO ON THE BALANCE SHEET.
PART V, LINE 4:REVENUE FROM THE INVESTMENT OF ENDOWMENT FUNDS ARE USED FOR THE ONGOING STEWARDSHIP, MONITORING, MANAGEMENT, AND ENFORCEMENT OF LANDS AND WATERS PERMANENTLY-PROTECTED FOR WILDLIFE HABITAT AND FARMLAND CONSERVATION.
PART X, LINE 2:THE FOUNDATION HAS APPLIED THE PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDARLA GUENZLERPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$175,103BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$300BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$5,262DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$14,347NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$195,012TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BNO COMMITTEES HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD RECEIVES A DIGITAL COPY OF THE TAX RETURN. THE OFFICER/EXECUTIVE DIRECTOR SIGNS THE EFILE AUTHORIZATION AND RETURNS THE FORMS 8879 TO THE TAX PREPARER TO INITIATE THE EFILE PROCESS. THE TAX PREPARER EFILES THE TAX RETURN. THE EFILE ACCEPTANCE FORM (9325) IS FORWARDED TO THE OFFICER/EXECUTIVE DIRECTOR WHEN RECEIVED BY THE TAX PREPARER. A FEDERAL AND STATE 9325 (PROOF OF EFILE) ARE KEPT ON FILE FOR EACH RETURN AS PROOF OF FILING FOR A TAX YEAR.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS AND KEY EMPLOYEES SUBMIT AN ANNUAL FORM TO DISCLOSE THE BUSINESS OR FAMILY RELATIONSHIPS THAT PRESENT CONFLICTS OF INTEREST AS DESCRIBED IN THE POLICY. OFFICERS, DIRECTORS, AND MANAGERS HAVE A DUTY TO DISCLOSE ANY CONFLICT, EXCUSE HIM/HERSELF FROM ANY DISCUSSION OF THE ITEM, AND TO ABSTAIN FROM ANY VOTE.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPARABILITY DATA WAS IN A WRITTEN FORM AND SHARED WITH ALL BOARD MEMBERS IN 2016 AT THE TIME OF HIRE. NO RECORD WAS KEPT OF THE SUBSEQUENT DELIBERATIONS. DRAWING ON PUBLICALLY AVAILABLE FORM 990S OF SIMILAR ORGANIZATIONS IN CALIFORNIA, DATA WAS COLLECTED ON SEVERAL KEY FACTORS SUCH AS SALARY, ANNUAL BUDGET, ENDOWMENT SIZE, AND LAND HOLDINGS. THIS PROCESS WAS UNDERTAKEN IN 2016.
FORM 990, PART VI, SECTION C, LINE 19COPIES OF THESE DOCUMENTS ARE AVAILABLE FROM THE ADMINISTRATIVE OFFICES IN LINCOLN, CA UPON REQUEST.
FORM 990, PART XII, LINE 2CWILDLIFE HERITAGE FOUNDATION HAS AN AUDIT COMMITTEE. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FULTON PRESERVE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1563 SECOND STREET STE 120AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95648ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesTO HOLD REAL ESTATEPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WILDLIFE HERITAGE FOUNDATIONBusinessNameLine1Txt

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