2019-11-15T16:08:05-06:00 2018-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2018-01-01 943352965 WILDLIFE HERITAGE FOUNDATION WILD 9164342759 563 SECOND STREET NO 120 LINCOLN CA 95648 DARLA GUENZLER PHD EXECUTIVE DIRECTOR 9164342759 2019-11-15 1 JENNIFER Z IWATA P01310188 9166466464 2019-11-15 207.231.71.251 2019-11-15 10:45:16 PS P 67639D8D55F6B218ED5E382FB77B71D17F0527F1 46C69BCAED55F0D03425DF2494C9589ABA64C1D2 2018 2020-03-31 21:24:44Z DARLA GUENZLER PHD 563 SECOND STREET NO 120 LINCOLN CA 95648 54833223 0 X WWW.WILDLIFEHERITAGE.ORG X 2001 CA TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH. 6 6 13 120 0 0 17442 18451 4978952 3528244 1766802 2903053 18907 -275 6782103 6449473 0 0 0 0 668476 855312 0 0 36000 2816227 2191032 3484703 3046344 3297400 3403129 81491219 78134837 2480111 1664314 79011108 76470523 TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. 0 0 1912969 3516588 WILDLIFE HERITAGE FOUNDATION PROTECTS, ENHANCES, AND RESTORES WILDLIFE HABITAT AND PROVIDES NATURE EDUCATION FOR YOUTH. IN 2018, WE PERMANENTLY PROTECTED AN ADDITIONAL 26,617 ACRES WITH THREE CONSERVATION EASEMENTS, AND PERFORMED STEWARDSHIP AND MANAGEMENT FOR 184 CONSERVATION EASEMENTS PROTECTING 95,289 ACRES OF WILDLIFE HABITAT AND OPEN SPACE. 200445 11656 WILDLIFE HERITAGE FOUNDATION PROVIDES OUTDOOR EDUCATIONAL AND RECREATIONAL EVENTS FOR ALL AGES, BUT WITH A PARTICULAR FOCUS ON YOUTH, TO INCREASE UNDERSTANDING AND APPRECIATION FOR THE NATURAL WORLD. 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. THE CONDUCTED 18 WORKSHOPS IN 2018 FOR 6TH AND 7TH GRADERS IN PARTNERSHIP WITH THE WESTERN PLACER UNIFIED SCHOOL DISTRICT. WE WORKED WITH THE LINCOLN HIGH SCHOOL FARM PROPERTY TO PLAN POLLINATOR PROJECTS. WE CONDUCTED TWO CREEK CLEANUPS ON THE AUBURN RAVINE CREEK. 2113414 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 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 NO 120 LINCOLN CA 95648 MARK FOWLER PRESIDENT 0.08 X X 0 0 0 CASSANDRA WALKER TREASURER/CFO 0.08 X X 0 0 0 KURT WORLEY SECRETARY 0.08 X X 0 0 0 LOREN CLARK DIRECTOR 0.08 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 153000 0 16114 153000 0 16114 1 0 1 0 HERON PACIFIC LLC 3301 INDUSTRIAL AVENUE ROCKLIN CA 95765 LAND MANAGEMENT EXPENSES 482468 BOUTIN JONES 555 CAPITOL MALL SUITE 1500 SACRAMENTO CA 95814 LEGAL SERVICES 233390 US FISH AND WILDLIFE SERVICES 1 MARSHLANDS ROAD FREMONT CA 94555 LAND MANAGEMENT EXPENSES 140364 3 8600 9851 18451 CONTRACT & GOVT. AGENCIES 900001 2987740 2987740 PROGRAM SERVICE FEES 900001 461648 461648 EASEMENT MANAGEMENT FEES 900001 45000 45000 OTHER PROGRAM INCOME 900001 22200 22200 EDUCATION OUTREACH PROGRAM 900001 11656 11656 3528244 2070502 2070502 49207296 48374745 832551 832551 832551 8730 8600 9005 -275 -275 6449473 3528244 0 2902778 169114 102000 67114 540712 367477 153904 19331 13193 11904 577 712 74362 57202 14293 2867 57931 38829 17678 1424 299496 285566 13930 49090 49090 489168 489168 38924 25998 12926 10763 1060 9703 27612 19409 7184 1019 32085 15211 16864 10 67600 36047 31394 159 24176 22062 1902 212 1885 1885 26749 21365 5384 14710 5964 8737 9 LAND MANAGER MANAGEMENT 882128 882128 BIOTIC SURVEYS 200445 200445 DUES AND SUBSCRIPTIONS 7891 7426 465 18310 11436 6320 554 3046344 2113414 896930 36000 1404905 1257182 9820317 6282814 18772 92256 176797 125020 71561 51777 70175664 70450808 81491219 78134837 1010149 275049 323727 297868 1146235 1091397 2480111 1664314 X 1028439 1590269 14409034 8661570 63573635 66218684 79011108 76470523 81491219 78134837 3403129 -5943714 0 X X 0 1 X 1 0 X 191887 210337 21985 17442 18451 460102 10130694 5241829 13014914 4978952 3528244 36894633 10322581 5452166 13036899 4996394 3546695 37354735 0 0 0 37354735 1710901 806820 1053113 1504514 2070502 7145850 1710901 806820 1053113 1504514 2070502 7145850 478 4163 4641 12033482 6258986 14090490 6505071 5617197 44505226 0.83930 0.85160 0.16060 0.14830 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 478. 2017 AMOUNT: $ 4,163. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 184 95288.00 0 0 3 1 1 135722.00 11699 65704256 1591308 1341500 1254853 67381671 55262444 10290368 1130299 978855 65704256 48483658 9591788 2459167 5272169 55262444 39864618 8721675 1390837 1493472 48483658 29416824 9070797 2752756 1375759 39864618 0.01000 0.97000 0.02000 0 0 102388 87514 14874 74409 37506 36903 51777 MONTSERRATE ENFORCEMENT FUND LIABILITY 1083752 POTRERO HILLS HOLDING ACCOUNT 7645 1091397 X 95596 -5943714 70000 -5873714 5969310 489168 -9005 480163 6449473 2636181 70000 70000 2566181 489168 -9005 480163 3046344 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. WITH SOME EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2013. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -9,005. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -9,005. TRIVIA NIGHT 17330 8600 8730 1000 1352 3228 3425 17330 8600 8730 1000 1352 3228 3425 9005 -275 X X X 0 0 0 0 0 0 0 0 0 DARLA GUENZLER EXECUTIVE DIRECTOR 153000 0 0 0 0 0 4590 0 11524 0 169114 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.