2018-11-15T11:32:58-06:00 2017-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2017-01-01 943352965 WILDLIFE HERITAGE FOUNDATION WILD 9164342759 563 SECOND STREET NO 120 LINCOLN CA 95648 DARLA GUENZLER PHD EXECUTIVE DIRECTOR 9164342759 2018-11-14 1 LINDA D GEERY P00364484 9166466464 2018-11-14 207.231.71.251 2018-11-14 20:06:09 PS P 7E8B90A94BECF8E11F2CC9C8674F68A3182DFF93 67639D8D55F6B218ED5E382FB77B71D17F0527F1 2017 2019-02-21 02:37:17Z DARLA GUENZLER PHD 563 SECOND STREET NO 120 LINCOLN CA 95648 52474871 0 X WWW.WILDLIFEHERITAGE.ORG X 2001 CA TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH. 6 5 15 32 0 0 21985 17442 13014914 4978952 1959267 1766802 478 18907 14996644 6782103 0 0 0 0 458235 668476 0 0 26695 1534037 2816227 1992272 3484703 13004372 3297400 70994846 81491219 1650611 2480111 69344235 79011108 TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. 0 0 2646856 4966459 WILDLIFE HERITAGE FOUNDATION PROTECTS, ENHANCES, AND RESTORES WILDLIFE HABITAT AND PROVIDES NATURE EDUCATION FOR YOUTH. IN 2017, WE PERMANENTLY PROTECTED AN ADDITIONAL 929 ACRES WITH SEVEN CONSERVATION EASEMENTS, AND PERFORMED STEWARDSHIP AND MANAGEMENT FOR 184 CONSERVATION EASEMENTS PROTECTING MORE THAN 62,000 ACRES OF WILDLIFE HABITAT AND OPEN SPACE. 43684 31400 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 2017 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 A CREEK CLEANUP ON THE AUBURN RAVINE CREEK, AS WELL AS A CREEK FEST, AN EDUCATIONAL EVENT OPEN TO THE PUBLIC WITH SEVERAL HUNDRED ATTENDEES. 2690540 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 11 0 1 15 1 0 0 0 0 0 0 0 0 X 6 5 1 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 SECRETARY 0.08 X X 0 0 0 PRIMO SANTINI TREASURER/CFO 0.08 X X 0 0 0 CASSANDRA WALKER DIRECTOR 0.08 X 0 0 0 ROBERT WEYGANDT PRESIDENT 0.08 X X 0 0 0 KURT WORLEY DIRECTOR 0.08 X 0 0 0 PATRICK SHEA DIRECTOR 0.08 X 27643 0 0 DARLA GUENZLER EXECUTIVE DIRECTOR 50.00 X X 166020 0 0 193663 0 0 1 0 1 0 HERON PACIFIC LLC 3301 INDUSTRIAL AVENUE ROCKLIN CA 95765 LAND MANAGEMENT EXPENSES 812349 OLBERDING ENVIRONMENTAL INC 193 BLUE RAVINE RD 165 FOLSOM CA 95630 LAND MANAGEMENT EXPENSES 197735 BOUTIN JONES 555 CAPITOL MALL SUITE 1500 SACRAMENTO CA 95814 LEGAL SERVICES 187032 US FISH AND WILDLIFE SERVICES 1 MARSHLANDS ROAD FREMONT CA 94555 LAND MANAGEMENT EXPENSES 136264 4 17442 17442 CONTRACT & GOVT. AGENCIES 900001 4355648 4355648 PROGRAM SERVICE FEES 900001 428099 428099 EASEMENT MANAGEMENT FEES 900001 105000 105000 OTHER PROGRAM INCOME 900001 58805 58805 EDUCATION OUTREACH PROGRAM 900001 31400 31400 4978952 1504514 1504514 45955056 45692768 262288 262288 262288 MISCELLANEOUS REVENUE 900099 18907 18907 18907 6782103 4997859 0 1766802 193663 119429 74234 368364 250184 110324 7856 12547 8526 3840 181 47787 42547 4305 935 46115 31131 14322 662 255296 255296 65532 65532 418255 418255 9342 333 75 8934 68522 34541 27935 6046 30199 21763 8436 61683 41847 18963 873 20274 18654 1614 6 3838 3838 3963 1982 1981 23359 14524 8749 86 LAND MANAGER MANAGEMENT 1686652 1686652 BIOTIC SURVEYS 142646 142646 DUES AND SUBSCRIPTIONS 7912 7629 283 18754 9018 8620 1116 3484703 2690540 767468 26695 1214337 1404905 9975154 9820317 14803 18772 169833 98272 37686 71561 59752866 70175664 70994846 81491219 332056 1010149 319402 323727 999153 1146235 1650611 2480111 X 1454630 1028439 8064962 14409034 59824643 63573635 69344235 79011108 70994846 81491219 3297400 6369473 0 X X 0 1 X 1 0 X 53248 191887 210337 21985 17442 494899 5505557 10130694 5241829 13014914 4978952 38871946 5558805 10322581 5452166 13036899 4996394 39366845 0 0 0 39366845 1778106 1710901 806820 1053113 1504514 6853454 1778106 1710901 806820 1053113 1504514 6853454 478 4163 4641 7336911 12033482 6258986 14090490 6505071 46224940 0.85160 0.86280 0.14830 0.13720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 478. 2017 AMOUNT: $ 4,163. X X X 184 62529.00 1 1 1 1 4648.00 225290 0 55262444 10290368 1130299 978855 65704256 48483658 9591788 2459167 5272169 55262444 39864618 8721675 1390837 1493472 48483658 29416824 9070797 2752756 1375759 39864618 23617635 4394132 1909585 504528 29416824 0.00000 0.91500 0.08500 0 0 95424 68614 26810 74409 29658 44751 71561 MONTSERRATE ENFORCEMENT FUND LIABILITY 1146235 1146235 12807631 6369473 74310 6443783 6363848 418255 418255 6782103 3140758 74310 74310 3066448 418255 418255 3484703 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. X X X 0 0 0 0 0 0 0 0 0 DARLA GUENZLER EXECUTIVE DIRECTOR 151500 0 0 0 14520 0 0 0 0 0 166020 0 0 0 KELLY M SHEA-VELASCO FAMILY MEMBERS OF PATRICK SHEA WHO WAS A BOARD MEMBER IN 2017. 65349 EMPLOYED 0 ALEJANDRO VELASCO FAMILY MEMBERS OF PATRICK SHEA WHO WAS A BOARD MEMBER IN 2017. 25764 EMPLOYED 0 FORM 990, PART VI, SECTION A, LINE 2 ONE BOARD MEMBER ALSO SERVED AS A COMPENSATED STAFF MEMEBER FROM 1/1/2017 THROUGH 6/19/17. ALTHOUGH HIS LAST DAY IN THE OFFICE WAS 4/28/17, HE RESIGNED HIS POSITION ON THE BOARD OF DIRECTORS APPROXIMATELY 6/30/17. 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 RETURNS ARE REVIEWED PAGE BY PAGE, AND COMMENTS OR CORRECTIONS CAN BE OFFERED. 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 CHANGED AUDITORS TO GILBERT ASSOCIATES.