2018-08-29T10:56:28-05:00 2016-12-31 680037990 GILBERT ASSOCIATES INC 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2016-01-01 943352965 WILDLIFE HERITAGE FOUNDATION WILD 9164342759 563 SECOND STREET NO 120 LINCOLN CA 95648 DARLA GUENZLER PHD EXECUTIVE DIRECTOR 9164342759 2018-06-08 1 LINDA D GEERY P00364484 9166466464 2018-06-08 2016 2022-09-23 18:48:47Z X DARLA GUENZLER PHD 563 SECOND STREET NO 120 LINCOLN CA 95648 64591430 0 X WWW.WILDLIFEHERITAGE.ORG X 2001 CA TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH. 6 5 9 51 0 0 210337 21985 5241829 13014914 724770 1959267 0 478 6176936 14996644 0 0 0 0 311989 458235 0 0 18600 1378709 1534037 1690698 1992272 4486238 13004372 49977006 70994846 2108832 1650611 47868174 69344235 X TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. 0 0 1430077 12970392 WILDLIFE HERITAGE FOUNDATION PROTECTS, ENHANCES, AND RESTORES WILDLIFE HABITAT. IN 2016, WE CONTINUED PROTECTION OF 56,858.79 ACRES WITH CONSERVATION EASEMENTS, AND PERFORMED STEWARDSHIP AND MANAGEMENT FOR MORE THAN 153 CONSERVATION EASEMENTS AND PROPERTIES. 4764 45000 WILDLIFE HERITAGE FOUNDATION PROVIDES OUTDOOR EDUCATIONAL AND RECREATIONAL EVENTS FOR ALL AGES, 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 15 WORKSHOPS IN 2016 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. WE HOSTED A TABLE AT THE SACRAMENTO FARM TO FORK DAY TO EDUCATE THE PUBLIC ABOUT WHERE THEIR FOOD COMES FROM, NATIVE HONEY AND FARM ANIMALS. 1434841 1 0 0 1 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 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 7 0 1 9 1 0 0 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 DARLA GUENZLER EXECUTIVE DIRECTOR 9164342759 563 SECOND STREET NO 120 LINCOLN CA 95648 JOHN ANDERSON THROUGH 121516 DIRECTOR 0.08 X 0 0 0 MARK FOWLER BOARD SECRETARY 0.08 X X 0 0 0 PRIMO SANTINI CFO/DIRECTOR 0.10 X X 0 0 0 CASSANDRA WALKER DIRECTOR 0.08 X 0 0 0 ROBERT WEYGANDT PRESIDENT 0.08 X 0 0 0 KURT WORLEY DIRECTOR 0.08 X 0 0 0 PATRICK SHEA EXECTUIVE DIRECTOR THROUGH 11/20/16 40.00 X X 65000 0 0 DARLA GUENZLER EXECTUIVE DIRECTOR FROM 11/21/16 50.00 X 20000 0 0 85000 0 0 0 0 0 0 BOUTIN JONES 555 CAPITOL MALL SUITE 1500 SACRAMENTO CA 95814 LEGAL SERVICES 376106 HERON PACIFIC LLC 3855 ATHERTON ROAD ROCKLIN CA 95765 LAND MANAGEMENT EXPENSES 223770 2 21985 21985 CONTRACT & GOVT. AGENCIES 900001 12593387 12593387 PROGRAM SERVICE FEES 900001 200125 200125 EASEMENT MANAGEMENT FEES 900001 128000 128000 OTHER PROGRAM INCOME 900001 48402 48402 EDUCATION OUTREACH PROGRAM 900001 45000 45000 13014914 1053113 1053113 50500940 49594786 906154 906154 906154 MISCELLANEOUS REVENUE 900099 478 478 478 14996644 13015392 0 1959267 85000 56666 28334 294466 198277 87894 8295 6307 6307 39099 26196 12121 782 33363 22415 10219 729 119234 119234 30153 30153 286099 286099 22500 22500 12151 6075 6076 29371 15530 8734 5107 24470 12411 11867 192 41696 26677 12936 2083 10898 10684 192 22 4050 4050 3963 1982 1981 20532 12267 8121 144 LAND MANAGER MANAGEMENT 800182 800182 BIOTIC SURVEYS 86540 86540 DUES AND SUBSCRIPTIONS 5949 5637 312 EDUCATION AND OUTREACH 4764 4764 31485 25254 4985 1246 1992272 1434841 538831 18600 1312971 1214337 151161 9975154 12555 14803 131995 94309 16661 37686 48483658 59752866 49977006 70994846 2094139 332056 319402 14693 999153 2108832 1650611 X -252611 1454630 6378552 8064962 41742233 59824643 47868174 69344235 49977006 70994846 13004372 871260 7600429 0 X X 0 1 X 1 0 X 965 53248 191887 210337 21985 478422 7200840 5505557 10130694 5241829 13014914 41093834 7201805 5558805 10322581 5452166 13036899 41572256 0 0 0 41572256 1260451 1778106 1710901 806820 1053113 6609391 1260451 1778106 1710901 806820 1053113 6609391 478 478 8462256 7336911 12033482 6258986 14090490 48182125 0.86280 0.82490 0.13720 0.18000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 478. 0 1 0 1 270 0 0 0 0 0 270 0 X X X 153 56858.79 1 1 4160.00 229909 1 48483658 9591788 2459167 5272169 55262444 39864618 8721675 1390837 1493472 48483658 29416824 9070797 2752756 1375759 39864618 23617635 4394132 1909585 504528 29416824 16070868 6710744 1066834 230811 23617635 0.00000 0.90200 0.09800 0 0 83745 65847 17898 48250 28462 19788 37686 MONTSERRATE ENFORCEMENT FUND LIABILITY 999153 999153 15581805 871260 871260 14710545 286099 286099 14996644 1706173 0 1706173 286099 286099 1992272 PART II, LINE 5: THE WILDLIFE HERITAGE FOUNDATION (WHF) MUST ENFORCE THE TERMS OF ITS CONSERVATION EASEMENTS TO PROTECT THE CONSERVATION VALUES OF THE LAND AND ENSURE THE CONFIDENCE OF PUBLIC REGULATORY AGENCIES, THE PUBLIC AND THE LANDOWNER IN WHF'S MISSION OF CONSERVING LAND IN PERPETUITY. 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 DEFENSE OF LANDS AND WATERS PERMANENTLY-PROTECTED FOR WILDLIFE HABITAT AND FARMLAND CONSERVATION. ALEJANDRO VELASCO FAMILY MEMBER OF EXECUTIVE DIRECTOR/BOARD MEMBER 17573 EMPLOYED 0 KELLY M SHEA-VELASCO FAMILY MEMBER OF EXECUTIVE DIRECTOR/BOARD MEMBER 50631 EMPLOYED 0 FORM 990, PART VI, SECTION A, LINE 2 THE OFFICER/EXECUTIVE DIRECTOR EMPLOYED AND SUPERVISED TWO FAMILY MEMBERS (DAUGHTER AND SON-IN-LAW) DURING THE PERIOD OF 1/1/2016 THROUGH 11/20/2016. ONE WAS EMPLOYED FULL-TIME AS A "PROGRAM DEVELOPMENT MANAGER AND THE OTHER AS A PART-TIME "LANDS MAINTENANCE". NEITHER THE PROGRAM DEVELOPMENT MANAGER OR LANDS MAINTENANCE WERE KEY EMPLOYEES. A NEW OFFICER/EXECUTIVE DIRECTOR BEGAN ON 11/21/2016 AND ASSUMED RESPONSIBILITY FOR MANAGING THE TWO EMPLOYEES. 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. 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. FORM 990 - AMENDED RETURN WILDLIFE HERITAGE FOUNDATION IS AMENDING ITS 2016 FORM 990 DUE TO THE COMPLETION OF THE FINANCIAL STATEMENT AUDIT. AN AMENDED RETURN IS BEING FILED TO INCORPORATE THE FINAL AUDITED FINANCIALS INTO ITS FORM 990 REPORTING. NET ASSETS AS OF DECEMBER 31, 2016 PER AUDITED FINANCIALS INCREASED $3,583,628 FROM FINANCIALS AS ORIGINALLY FILED AND INCLUDE A $7,600,429 PRIOR PERIOD ADJUSTMENT RELATED TO A RESTATEMENT OF NET ASSETS AS OF DECEMBER 31, 2015. NET ASSETS RESTATED TO REFLECT PERMANENTLY RESTRICTED ENDOWMENTS RECEIVABLE, DEPOSITS RECEIVED RELATED TO THE MONTSERRAT ENFORCEMENT FUND, DEFERRED REVENUE RELATED TO PROGRAM SERVICE FEES RECEIVED IN ADVANCE, AND TO RECLASSIFY AMOUNTS BETWEEN NET ASSET CATEGORIES BASED ON THE EXISTENCE AND TYPE OF DONOR IMPOSED RESTRICTIONS. FORM 990 AND REQUIRED SCHEDULES HAVE BEEN UPDATED CONSISTENT WITH AUDITED NUMBERS.