2022-11-14T21:45:11-06:00 2021-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2021-01-01 943352965 WILDLIFE HERITAGE FOUNDATION WILD 9164342759 563 SECOND STREET 120 LINCOLN CA 95648 DARLA GUENZLER PHD EXECUTIVE DIRECTOR 9164342759 2022-11-13 1 DARLA GUENZLER PHD 999009999 JENNIFER Z IWATA P01310188 9166466464 2022-11-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DARLA GUENZLER PHD 563 SECOND STREET 120 LINCOLN CA 95648 59315679 0 X WWW.WILDLIFEHERITAGE.ORG X 2001 CA TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH. 5 5 9 0 0 0 68879 171533 2834701 2925380 1903849 1934616 0 0 4807429 5031529 0 0 0 0 815592 721092 0 0 7503 2180198 2349461 2995790 3070553 1811639 1960976 106263318 118468956 2309265 2597630 103954053 115871326 X TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. 0 1 2155958 2925380 WILDLIFE HERITAGE FOUNDATION PROTECTS, ENHANCES, AND RESTORES WILDLIFE HABITAT AND PROVIDES NATURE EDUCATION FOR YOUTH. IN 2021, WE PERMANENTLY PROTECTED AN ADDITIONAL 207.83 ACRES WITH THREE CONSERVATION EASEMENTS, AND PERFORMED STEWARDSHIP AND MANAGEMENT FOR 191 CONSERVATION EASEMENTS PROTECTING 93,060 ACRES OF WILDLIFE HABITAT AND OPEN SPACE. WE DEVELOPED FUNDING PROPOSALS FOR A MAJOR CREEK RESTORATION PROJECT AND OTHER LAND ACQUISITIONS. 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 2021, FIELD TRIPS AND OTHER PUBLIC EVENTS WERE CANCELLED FOR THE YEAR DUE TO THE CORONAVIRUS PANDEMIC. 2155958 1 1 0 0 0 0 1 0 0 1 1 0 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 0 0 0 0 0 1 9 0 1 9 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 0.08 X X 0 0 0 CASSANDRA WALKER TREASURER/CFO 0.08 X X 0 0 0 LOREN CLARK SECRETARY 0.08 X X 0 0 0 PRIMO SANTINI DIRECTOR 0.08 X 0 0 0 ROBERT WEYGANDT DIRECTOR 0.08 X 0 0 0 DARLA GUENZLER EXECUTIVE DIRECTOR 50.00 X 157590 0 18135 157590 0 18135 1 0 1 0 HERON PACIFIC LLC 3301 INDUSTRIAL AVENUE ROCKLIN CA 95765 LAND MANAGEMENT EXPENSES 239671 BOUTIN JONES INC 555 CAPITOL MALL SUITE 1500 SACRAMENTO CA 95814 LAND MANAGEMENT EXPENSES 178122 DON EDWARDS SAN FRANCISCO NATIONAL WILDL 1 MARSHLANDS ROAD FREMONT CA 94555 LAND MANAGEMENT EXPENSES 131264 OLBERDING ENVIRONMENTAL 193 BLUE RAVINE RD STE 165 FOLSOM CA 95630 LAND MANAGEMENT EXPENSES 112901 DOMAIN TIMBER ADVISORS (ALSO DBA WILDLAN 1230 PEACHTREE ST NE STE 3600 ATLANTA CA 30309 LAND MANAGEMENT EXPENSES 106408 5 151300 20233 171533 CONTRACT & GOVT. AGENCIES 900001 2567718 2567718 PROGRAM SERVICE FEES 900001 297055 297055 EASEMENT MANAGEMENT FEES 900001 40000 40000 OTHER INCOME 900001 15607 15607 OVERSITE COMPLIANCE ANNUAL FEE 900001 5000 5000 2925380 1934616 1934616 54284150 54284150 0 5031529 2925380 0 1934616 175725 117155 58570 424626 289315 135311 12394 8792 3602 60369 40919 19366 84 47978 37375 10511 92 233947 233427 298 222 38100 24690 9725 3685 628303 628303 48733 48733 49664 35310 14174 180 30745 17974 11305 1466 43461 34769 7823 869 19325 18982 343 33369 33284 85 23589 19943 3463 183 LAND MANAGER MANAGEMENT 1007398 1007398 PROGRAM SERVICES 156889 156669 220 DUES AND SUBSCRIPTIONS 12691 12275 396 20 STORAGE FACILITIES 12183 12183 11064 6765 3597 702 3070553 2155958 907092 7503 153631 925534 2484028 785364 4610315 4172240 39382 38414 229072 200727 48996 28345 98926966 109052357 3466702 106263318 118468956 464351 732070 235694 242153 1609220 1623407 2309265 2597630 X 1573602 1531020 102380451 114340306 103954053 115871326 106263318 118468956 1960976 9956297 0 X X 0 1 X 1 0 X 17442 18451 17240 68879 171533 293545 4978952 3528244 9229128 2834701 2925380 23496405 4996394 3546695 9246368 2903580 3096913 23789950 0 0 0 23789950 1504514 2070502 2097551 2369356 1934616 9976539 1504514 2070502 2097551 2369356 1934616 9976539 4163 4163 6505071 5617197 11343919 5272936 5031529 33770652 0.70450 0.78750 0.29540 0.21240 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 4,163. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 191 93060.00 0 0 0 1 1 10834.00 338249 96426948 11583142 1978330 1055214 108933206 86903160 9473479 1914323 1864014 96426948 67381671 18838126 1540255 856892 86903160 65704256 1591308 1341500 1254853 67381671 55262444 10290368 1130299 978855 65704256 0.03000 0.96000 0.01000 0 0 105650 140509 -34859 123422 60218 63204 28345 MONTSERRATE ENFORCEMENT FUND LIABILITY 1623407 1623407 X 14359523 9956297 9956297 4403226 628303 628303 5031529 2442250 0 2442250 628303 628303 3070553 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 157590 0 0 0 0 0 4739 0 13396 0 175725 0 0 0 FORM 990, PART III, LINE 3 OUR OUTDOOR EDUCATION PROGRAM WAS SUSPENDED FOR THE YEAR DUE TO THE PANDEMIC AND PUBLIC HEALTH CONCERNS. 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.