WILDLIFE HERITAGE FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WILDLIFE HERITAGE FOUNDATION (EIN 94-3352965)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-22
IRS object ID
202343269349300639
Schema version
2022v5.0
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)
Return2023-11-22T17:24:49-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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)
PersonDARLA GUENZLER PHDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9164342759PhoneNum
Signature2023-11-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDARLAPersonFirstNm
Person LastGUENZLER PHDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER Z IWATAPreparerPersonNm
PTINP01310188PTIN
Phone9166466464PhoneNum
Preparation2023-11-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDARLA GUENZLER PHDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1563 SECOND STREET 120AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95648ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$45,292,099GrossReceiptsAmt
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 Employee12TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$171,533PYContributionsGrantsAmt
CY Contributions Grants$34,296CYContributionsGrantsAmt
PY Program Service Revenue$2,925,380PYProgramServiceRevenueAmt
CY Program Service Revenue$318,717CYProgramServiceRevenueAmt
PY Investment Income$1,934,616PYInvestmentIncomeAmt
CY Investment Income$6,016,125CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,031,529PYTotalRevenueAmt
CY Total Revenue$6,369,138CYTotalRevenueAmt
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$721,092PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$789,076CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,531CYTotalFundraisingExpenseAmt
PY Other Expenses$2,349,461PYOtherExpensesAmt
CY Other Expenses$2,050,874CYOtherExpensesAmt
PY Total Expenses$3,070,553PYTotalExpensesAmt
CY Total Expenses$2,839,950CYTotalExpensesAmt
PY Revenues Less Expenses$1,960,976PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,529,188CYRevenuesLessExpensesAmt
Total Assets BOY$118,468,956TotalAssetsBOYAmt
Total Assets EOY$100,552,976TotalAssetsEOYAmt
Total Liabilities BOY$2,597,630TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,835,953TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$115,871,326NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$98,717,023NetAssetsOrFundBalancesEOYAmt
MissionTO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,891,020ExpenseAmt
Revenue$318,717RevenueAmt
DescWILDLIFE HERITAGE FOUNDATION PROTECTS, ENHANCES, AND RESTORES WILDLIFE HABITAT AND PROVIDES NATURE EDUCATION FOR YOUTH. IN 2022, WE CONTINUED TO PERMANENTLY PROTECT MORE THAN 94,000 ACRES OF WILDLIFE HABITAT, AGRICULTURAL LANDS, AND OPEN SPACE THROUGH THE STEWARDSHIP AND MANAGEMENT OF 191 CONSERVATION EASEMENTS. WE MATERIALLY ADVANCED THE PROCESS OF PERMANENT PROTECTION FOR ANOTHER 5,000 ACRES OF WILDLIFE HABITAT. WE SUCCESSFULLY SOUGHT AND SECURED GRANT FUNDS FOR THE PERMANENT PROTECTION OF AN IMPORTANT CONSERVATION PROPERTY WITH WILDLIFE AND WATER RESOURCES.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 2022, FIELD TRIPS AND OTHER PUBLIC EVENTS WERE CANCELED FOR THE YEAR DUE TO THE CORONAVIRUS PANDEMIC.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,891,020TotalProgramServiceExpensesAmt
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 Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee12EmployeeCnt
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 Line1DARLA GUENZLER 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 WALKER
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)$165,475$0$18,241
FieldValueIRS element (for citing)
Total Reportable Comp From Org$165,475TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$18,241TotalOtherCompensationAmt
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
HERON PACIFIC LLC
3301 INDUSTRIAL AVENUEROCKLINCA95765LAND MANAGEMENT EXPENSES$230,079
BOUTIN JONES INC
555 CAPITOL MALL SUITE 1500SACRAMENTOCA95814LAND MANAGEMENT EXPENSES$207,452
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$34,296AllOtherContributionsAmt
Noncash Contributions$9,957NoncashContributionsAmt
Total Contributions$34,296TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM SERVICE FEES900001$215,636$215,636
CONTRACT & GOVT. AGENCIES900001$103,081$103,081
FieldValueIRS element (for citing)
Total Program Service Revenue$318,717TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,561,490TotalRevenueColumnAmt
Exclusion$2,561,490ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$42,377,596SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$38,922,961SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,454,635SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,454,635TotalRevenueColumnAmt
Exclusion$3,454,635ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,369,138TotalRevenueColumnAmt
Related Or Exempt Func Income$318,717RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,016,125ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$183,716TotalAmt
Program Services$122,483ProgramServicesAmt
Management And General$61,233ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$473,837TotalAmt
Program Services$328,266ProgramServicesAmt
Management And General$145,571ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,524TotalAmt
Program Services$9,056ProgramServicesAmt
Management And General$3,468ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$66,475TotalAmt
Program Services$46,400ProgramServicesAmt
Management And General$19,848ManagementAndGeneralAmt
Fundraising$227FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$52,524TotalAmt
Program Services$34,195ProgramServicesAmt
Management And General$18,227ManagementAndGeneralAmt
Fundraising$102FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$231,135TotalAmt
Program Services$229,158ProgramServicesAmt
Management And General$1,977ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt
Program Services$20,100ProgramServicesAmt
Management And General$6,900ManagementAndGeneralAmt
Fundraising$3,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$615,710TotalAmt
Management And General$615,710ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,970TotalAmt
Program Services$11,470ProgramServicesAmt
Fundraising$500FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,269TotalAmt
Program Services$12,650ProgramServicesAmt
Management And General$15,487ManagementAndGeneralAmt
Fundraising$132FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$47,041TotalAmt
Program Services$29,719ProgramServicesAmt
Management And General$16,544ManagementAndGeneralAmt
Fundraising$778FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$43,461TotalAmt
Program Services$34,769ProgramServicesAmt
Management And General$7,823ManagementAndGeneralAmt
Fundraising$869FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$21,208TotalAmt
Program Services$20,692ProgramServicesAmt
Management And General$516ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,693TotalAmt
Program Services$17,693ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,518TotalAmt
Program Services$20,105ProgramServicesAmt
Management And General$3,225ManagementAndGeneralAmt
Fundraising$188FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LAND MANAGER MANAGEMENT$799,813$799,813
PROGRAM SERVICES$129,465$129,105$360
DUES AND SUBSCRIPTIONS$33,072$13,707$19,361$4
STORAGE FACILITIES$14,455$9,195$5,260

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,064TotalAmt
Program Services$2,444ProgramServicesAmt
Management And General$889ManagementAndGeneralAmt
Fundraising$731FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,839,950TotalAmt
Program Services$1,891,020ProgramServicesAmt
Management And General$942,399ManagementAndGeneralAmt
Fundraising$6,531FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$925,534BOYAmt
EOY$304,391EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$785,364BOYAmt
EOY$309,827EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,172,240BOYAmt
EOY$3,576,746EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$38,414BOYAmt
EOY$58,647EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$229,072LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$218,420LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$28,345BOYAmt
EOY$10,652EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$109,052,357BOYAmt
EOY$88,732,659EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,466,702BOYAmt
EOY$7,560,054EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$118,468,956BOYAmt
EOY$100,552,976EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$732,070BOYAmt
EOY$303,062EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$242,153BOYAmt
EOY$211,309EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,623,407BOYAmt
EOY$1,321,582EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,597,630BOYAmt
EOY$1,835,953EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,531,020BOYAmt
EOY$1,078,295EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$114,340,306BOYAmt
EOY$97,638,728EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$115,871,326BOYAmt
EOY$98,717,023EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$118,468,956BOYAmt
EOY$100,552,976EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,529,188ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$20,683,491NetUnrlzdGainsLossesInvstAmt
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,451CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,240CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$171,533CurrentTaxYearMinus1YearAmt
Current Tax Year$34,296CurrentTaxYearAmt
Total$310,399TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,528,244CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,229,128CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,834,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,925,380CurrentTaxYearMinus1YearAmt
Current Tax Year$318,717CurrentTaxYearAmt
Total$18,836,170TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,546,695CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,246,368CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,903,580CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,096,913CurrentTaxYearMinus1YearAmt
Current Tax Year$353,013CurrentTaxYearAmt
Total$19,146,569TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$19,146,569PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,070,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,097,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,369,356CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,934,616CurrentTaxYearMinus1YearAmt
Current Tax Year$2,561,490CurrentTaxYearAmt
Total$11,033,515TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,070,502CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,097,551CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,369,356CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,934,616CurrentTaxYearMinus1YearAmt
Current Tax Year$2,561,490CurrentTaxYearAmt
Total$11,033,515TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,617,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,343,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,272,936CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,031,529CurrentTaxYearMinus1YearAmt
Current Tax Year$2,914,503CurrentTaxYearAmt
Total$30,180,084TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.63440PublicSupportCY509Pct
Public Support PY5090.70450PublicSupportPY509Pct
Investment Income CY0.36560InvestmentIncomeCYPct
Investment Income PY0.29540InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests PY509Yes (X)ThirtyThrPctSuprtTestsPY509Ind

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 Enforcement11960.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$407,024ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$108,933,206BeginningYearBalanceAmt
Contributions$634,585ContributionsAmt
Investment Earnings Or Losses-$19,022,061InvestmentEarningsOrLossesAmt
Other Expenditures$802,886OtherExpendituresAmt
End Year Balance$89,742,844EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,704,256BeginningYearBalanceAmt
Contributions$1,591,308ContributionsAmt
Investment Earnings Or Losses$1,341,500InvestmentEarningsOrLossesAmt
Other Expenditures$1,254,853OtherExpendituresAmt
End Year Balance$67,381,671EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.02000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.96000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02000TermEndowmentBalanceEOYPct
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$112,770DepreciationAmt
Book Value$10,652BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,652TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BLACKSTONE REIT$3,633,420F
STARWOOD REIT$3,007,804F
BLACKSTONE PRIVATE CREDIT FUND$918,830F
FieldValueIRS element (for citing)
Total Book Value Securities$7,560,054TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescMONTSERRATE ENFORCEMENT FUND LIABILITYDesc
Amt$1,321,582Amt
FieldValueIRS element (for citing)
Total Liability$1,321,582TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$14,930,063TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$20,683,491NetUnrealizedGainsInvstAmt
Revenue Not Reported-$20,683,491RevenueNotReportedAmt
Revenue Subtotal$5,753,428RevenueSubtotalAmt
Investment Expenses Not Incld$615,710InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$615,710RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,369,138TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,224,240TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,224,240ExpensesSubtotalAmt
Investment Expenses Not Incld2$615,710InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$615,710ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,839,950TotalExpensesPerForm990Amt

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$165,475BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$4,756DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$13,485NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$183,716TotalCompensationFilingOrgAmt
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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