WILDLIFE HERITAGE FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILDLIFE HERITAGE FOUNDATION (EIN 94-3352965)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349309914
- Schema version
- 2016v3.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T13:17:59-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943352965 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILDLIFE HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILD | BusinessNameControlTxt |
| Phone | 9164342759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 SECOND STREET NO 120 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARLA GUENZLER PHD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9164342759 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA D GEERY | PreparerPersonNm |
| PTIN | P00364484 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.250.160.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 16:00:10 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9018C42DD330B37C8A2329A7A665002A72877D65 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B924B48C9A4E0897F70ECC939860A3331C84BC6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DARLA GUENZLER PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 SECOND STREET NO 120 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,780,897 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILDLIFEHERITAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 51 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $210,337 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,985 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,241,829 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,959,309 | CYProgramServiceRevenueAmt |
| PY Investment Income | $724,770 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,345,433 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,176,936 | PYTotalRevenueAmt |
| CY Total Revenue | $19,326,727 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $311,989 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $458,235 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,378,709 | PYOtherExpensesAmt |
| CY Other Expenses | $2,518,663 | CYOtherExpensesAmt |
| PY Total Expenses | $1,690,698 | PYTotalExpensesAmt |
| CY Total Expenses | $2,976,898 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,486,238 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,349,829 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,977,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,911,217 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,108,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,150,610 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,868,174 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,760,607 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,722,462 | ExpenseAmt |
| Revenue | $18,208,725 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,764 | ExpenseAmt |
| Revenue | $45,000 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,727,226 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARLA GUENZLER EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164342759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 SECOND STREET NO 120 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN ANDERSON THROUGH 121516 | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| MARK FOWLER | ||||||
| BOARD SECRETARY | 0.08 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PRIMO SANTINI | ||||||
| CFO/DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CASSANDRA WALKER | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| ROBERT WEYGANDT | ||||||
| PRESIDENT | 0.08 | Yes (X) | $0 | $0 | $0 | |
| KURT WORLEY | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| PATRICK SHEA | ||||||
| EXECTUIVE DIRECTOR THROUGH 11/20/16 | 40.00 | Yes (X) | $65,000 | $0 | $0 | Yes (X) |
| DARLA GUENZLER | ||||||
| EXECTUIVE DIRECTOR FROM 11/21/16 | 50.00 | $20,000 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $85,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOUTIN JONES | |||||
| 555 CAPITOL MALL SUITE 1500 | SACRAMENTO | CA | 95814 | LEGAL SERVICES | $376,106 |
| HERON PACIFIC LLC | |||||
| 3855 ATHERTON ROAD | ROCKLIN | CA | 95765 | LAND MANAGEMENT EXPENSES | $223,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $21,985 | AllOtherContributionsAmt |
| Total Contributions | $21,985 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT & GOVT. AGENCIES | 900001 | $17,488,788 | $17,488,788 |
| PROGRAM SERVICE FEES | 900001 | $251,400 | $251,400 |
| EASEMENT MANAGEMENT FEES | 900001 | $128,000 | $128,000 |
| OTHER PROGRAM INCOME | 900001 | $46,121 | $46,121 |
| EDUCATION OUTREACH PROGRAM | 900001 | $45,000 | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,959,309 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,051,017 | TotalRevenueColumnAmt |
| Exclusion | $1,051,017 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,748,586 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,454,170 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $294,416 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $294,416 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $294,416 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,326,727 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,253,725 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,051,017 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,000 | TotalAmt |
| Program Services | $56,666 | ProgramServicesAmt |
| Management And General | $28,334 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,466 | TotalAmt |
| Program Services | $206,476 | ProgramServicesAmt |
| Management And General | $87,990 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,307 | TotalAmt |
| Management And General | $6,307 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,099 | TotalAmt |
| Management And General | $39,099 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,363 | TotalAmt |
| Program Services | $23,239 | ProgramServicesAmt |
| Management And General | $10,124 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,234 | TotalAmt |
| Program Services | $119,234 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,153 | TotalAmt |
| Program Services | $27,153 | ProgramServicesAmt |
| Management And General | $3,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,099 | TotalAmt |
| Program Services | $286,099 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,500 | TotalAmt |
| Management And General | $22,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,151 | TotalAmt |
| Program Services | $12,151 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,246 | TotalAmt |
| Program Services | $21,986 | ProgramServicesAmt |
| Management And General | $10,260 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,471 | TotalAmt |
| Program Services | $12,604 | ProgramServicesAmt |
| Management And General | $11,867 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,227 | TotalAmt |
| Program Services | $21,448 | ProgramServicesAmt |
| Management And General | $21,779 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,627 | TotalAmt |
| Program Services | $12,435 | ProgramServicesAmt |
| Management And General | $192 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,603 | TotalAmt |
| Program Services | $4,603 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,963 | TotalAmt |
| Program Services | $1,982 | ProgramServicesAmt |
| Management And General | $1,981 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,539 | TotalAmt |
| Program Services | $18,542 | ProgramServicesAmt |
| Management And General | $1,997 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LAND MANAGER MANAGEMENT | $800,182 | $800,182 |
| MONTSERRAT ENFORCEMENT | $770,552 | $770,552 |
| TIME & MATERIAL EXPENSE | $185,314 | $185,314 |
| MONITOR AND MAINTENANCE | $118,045 | $118,045 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,757 | TotalAmt |
| Program Services | $28,515 | ProgramServicesAmt |
| Management And General | $4,242 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,976,898 | TotalAmt |
| Program Services | $2,727,226 | ProgramServicesAmt |
| Management And General | $249,672 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,971 | BOYAmt |
| EOY | $1,214,337 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,161 | BOYAmt |
| EOY | $7,891,527 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,555 | BOYAmt |
| EOY | $14,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $131,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,309 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,661 | BOYAmt |
| EOY | $37,686 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,483,658 | BOYAmt |
| EOY | $59,752,864 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,977,006 | BOYAmt |
| EOY | $68,911,217 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,094,139 | BOYAmt |
| EOY | $2,813,846 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $319,402 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,693 | BOYAmt |
| EOY | $17,362 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,108,832 | BOYAmt |
| EOY | $3,150,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$252,611 | BOYAmt |
| EOY | $18,995,491 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,378,552 | BOYAmt |
| EOY | $2,898,425 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,742,233 | BOYAmt |
| EOY | $43,866,691 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,868,174 | BOYAmt |
| EOY | $65,760,607 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,977,006 | BOYAmt |
| EOY | $68,911,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,349,829 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,485,093 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $57,511 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $191,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,985 | CurrentTaxYearAmt |
| Total | $478,422 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,200,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,505,557 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,130,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,241,829 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,959,309 | CurrentTaxYearAmt |
| Total | $46,038,229 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,201,805 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,558,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,322,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,452,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,981,294 | CurrentTaxYearAmt |
| Total | $46,516,651 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $46,516,651 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,260,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,778,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,710,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $806,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,051,017 | CurrentTaxYearAmt |
| Total | $6,607,295 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,260,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,778,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,710,901 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $806,820 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,051,017 | CurrentTaxYearAmt |
| Total | $6,607,295 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,462,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,336,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,033,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,258,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,032,311 | CurrentTaxYearAmt |
| Total | $53,123,946 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82490 | PublicSupportPY509Pct |
| Investment Income CY | 0.12440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.18000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $270 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $270 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 153 | TotalEasementsCnt |
| Total Acreage | 56858.79 | TotalAcreageCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 4160.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $229,909 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,483,658 | BeginningYearBalanceAmt |
| Contributions | $9,834,300 | ContributionsAmt |
| Investment Earnings Or Losses | $1,673,167 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,308,126 | OtherExpendituresAmt |
| End Year Balance | $58,753,711 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,864,618 | BeginningYearBalanceAmt |
| Contributions | $8,721,675 | ContributionsAmt |
| Investment Earnings Or Losses | $1,390,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,493,472 | OtherExpendituresAmt |
| End Year Balance | $48,483,658 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,416,824 | BeginningYearBalanceAmt |
| Contributions | $9,070,797 | ContributionsAmt |
| Investment Earnings Or Losses | $2,752,756 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,375,759 | OtherExpendituresAmt |
| End Year Balance | $39,864,618 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,617,635 | BeginningYearBalanceAmt |
| Contributions | $4,394,132 | ContributionsAmt |
| Investment Earnings Or Losses | $1,909,585 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $504,528 | OtherExpendituresAmt |
| End Year Balance | $29,416,824 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,070,868 | BeginningYearBalanceAmt |
| Contributions | $6,710,744 | ContributionsAmt |
| Investment Earnings Or Losses | $1,066,834 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $230,811 | OtherExpendituresAmt |
| End Year Balance | $23,617,635 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $83,745 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,309 | DepreciationAmt |
| Book Value | -$10,564 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,250 | OtherCostOrOtherBasisAmt |
| Book Value | $48,250 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,686 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ENDOWMENTS | $58,753,711 | C |
| MONTSERRAT ENFORCEMENT FUND | $999,153 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $59,752,864 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED VACATION AND PAID SICK LEAVE | Desc |
| Amt | $17,362 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,362 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ALEJANDRO VELASCO | |||
| FAMILY MEMBER OF EXECUTIVE DIRECTOR/BOARD MEMBER | $17,573 | EMPLOYED | 0 |
| KELLY M SHEA-VELASCO | |||
| FAMILY MEMBER OF EXECUTIVE DIRECTOR/BOARD MEMBER | $50,631 | EMPLOYED | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 XI, LINE 9: | ASSETS RELEASED FROM RESTRICTION 57,511. |
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