2023-11-22T17:24:49-06:00 2022-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-01-01 943352965 WILDLIFE HERITAGE FOUNDATION WILD 9164342759 563 SECOND STREET 120 LINCOLN CA 95648 DARLA GUENZLER PHD EXECUTIVE DIRECTOR 9164342759 2023-11-22 1 DARLA GUENZLER PHD 999009999 1 JENNIFER Z IWATA P01310188 9166466464 2023-11-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DARLA GUENZLER PHD 563 SECOND STREET 120 LINCOLN CA 95648 45292099 0 X WWW.WILDLIFEHERITAGE.ORG X 2001 CA TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH. 5 5 12 5 0 0 171533 34296 2925380 318717 1934616 6016125 0 0 5031529 6369138 0 0 0 0 721092 789076 0 0 6531 2349461 2050874 3070553 2839950 1960976 3529188 118468956 100552976 2597630 1835953 115871326 98717023 TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. 0 0 1891020 318717 WILDLIFE 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. WILDLIFE 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. 1891020 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 11 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X DARLA GUENZLER EXECUTIVE DIRECTOR 9164342759 563 SECOND STREET 120 LINCOLN CA 95648 KURT WORLEY PRESIDENT 1.00 X X 0 0 0 CASSANDRA WALKER TREASURER/CFO 0.50 X X 0 0 0 LOREN CLARK SECRETARY 0.50 X X 0 0 0 PRIMO SANTINI DIRECTOR 0.50 X 0 0 0 ROBERT WEYGANDT DIRECTOR 0.50 X 0 0 0 DARLA GUENZLER EXECUTIVE DIRECTOR 40.00 X 165475 0 18241 165475 0 18241 1 0 1 0 HERON PACIFIC LLC 3301 INDUSTRIAL AVENUE ROCKLIN CA 95765 LAND MANAGEMENT EXPENSES 230079 BOUTIN JONES INC 555 CAPITOL MALL SUITE 1500 SACRAMENTO CA 95814 LAND MANAGEMENT EXPENSES 207452 2 34296 9957 34296 PROGRAM SERVICE FEES 900001 215636 215636 CONTRACT & GOVT. AGENCIES 900001 103081 103081 318717 2561490 2561490 42377596 38922961 3454635 3454635 3454635 6369138 318717 0 6016125 183716 122483 61233 473837 328266 145571 12524 9056 3468 66475 46400 19848 227 52524 34195 18227 102 231135 229158 1977 30000 20100 6900 3000 615710 615710 11970 11470 500 28269 12650 15487 132 47041 29719 16544 778 43461 34769 7823 869 21208 20692 516 17693 17693 23518 20105 3225 188 LAND MANAGER MANAGEMENT 799813 799813 PROGRAM SERVICES 129465 129105 360 DUES AND SUBSCRIPTIONS 33072 13707 19361 4 STORAGE FACILITIES 14455 9195 5260 4064 2444 889 731 2839950 1891020 942399 6531 925534 304391 785364 309827 4172240 3576746 38414 58647 229072 218420 28345 10652 109052357 88732659 3466702 7560054 118468956 100552976 732070 303062 242153 211309 1623407 1321582 2597630 1835953 X 1531020 1078295 114340306 97638728 115871326 98717023 118468956 100552976 3529188 -20683491 0 X X 0 1 X 1 0 X 18451 17240 68879 171533 34296 310399 3528244 9229128 2834701 2925380 318717 18836170 3546695 9246368 2903580 3096913 353013 19146569 0 0 0 19146569 2070502 2097551 2369356 1934616 2561490 11033515 2070502 2097551 2369356 1934616 2561490 11033515 5617197 11343919 5272936 5031529 2914503 30180084 0.63440 0.70450 0.36560 0.29540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 191 93060.00 0 0 0 1 1 11960.00 407024 108933206 634585 -19022061 802886 89742844 96426948 11583142 1978330 1055214 108933206 86903160 9473479 1914323 1864014 96426948 67381671 18838126 1540255 856892 86903160 65704256 1591308 1341500 1254853 67381671 0.02000 0.96000 0.02000 0 0 105650 105650 0 123422 112770 10652 10652 BLACKSTONE REIT 3633420 F STARWOOD REIT 3007804 F BLACKSTONE PRIVATE CREDIT FUND 918830 F 7560054 MONTSERRATE ENFORCEMENT FUND LIABILITY 1321582 1321582 X -14930063 -20683491 -20683491 5753428 615710 615710 6369138 2224240 0 2224240 615710 615710 2839950 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. X X X 0 0 0 0 0 0 0 0 0 DARLA GUENZLER EXECUTIVE DIRECTOR 165475 0 0 0 0 0 4756 0 13485 0 183716 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C OFFICERS 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 15A THE 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 19 COPIES OF THESE DOCUMENTS ARE AVAILABLE FROM THE ADMINISTRATIVE OFFICES IN LINCOLN, CA UPON REQUEST. FORM 990, PART XII, LINE 2C WILDLIFE HERITAGE FOUNDATION HAS AN AUDIT COMMITTEE. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FULTON PRESERVE LLC 563 SECOND STREET STE 120 LINCOLN CA 95648 TO HOLD REAL ESTATE CA 0 0 WILDLIFE HERITAGE FOUNDATION