WILDLIFE HERITAGE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILDLIFE HERITAGE FOUNDATION (EIN 94-3352965)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349308724
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T12:55:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 CPAS | 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 | 2024-01-01 | 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 120 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KURT WORLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9164342759 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER Z IWATA | PreparerPersonNm |
| PTIN | P01310188 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KURT WORLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 SECOND STREET 120 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,923,914 | 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 | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,021,814 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,009,754 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $734,863 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $279,931 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,236,146 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,393,427 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,050 | PYOtherRevenueAmt |
| CY Other Revenue | $248,003 | CYOtherRevenueAmt |
| PY Total Revenue | $7,032,873 | PYTotalRevenueAmt |
| CY Total Revenue | $7,931,115 | 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 | $860,552 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,020,434 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,786 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,768,367 | PYOtherExpensesAmt |
| CY Other Expenses | $3,258,182 | CYOtherExpensesAmt |
| PY Total Expenses | $3,628,919 | PYTotalExpensesAmt |
| CY Total Expenses | $4,278,616 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,403,954 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,652,499 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $115,276,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,186,495 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,830,615 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,609,018 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $111,445,806 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,577,477 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $3,379,948 | ExpenseAmt |
| Revenue | $286,370 | RevenueAmt |
| Desc | WILDLIFE HERITAGE FOUNDATION PROTECTS, ENHANCES, AND RESTORES WILDLIFE HABITAT AND PROVIDES NATURE EDUCATION FOR YOUTH. IN 2024, WE CONTINUED TO PERMANENTLY PROTECT MORE THAN 99,000 ACRES OF WILDLIFE HABITAT, AGRICULTURAL LANDS, AND OPEN SPACE THROUGH THE STEWARDSHIP AND MANAGEMENT OF 195 CONSERVATION EASEMENTS AND ONE FEE TITLE PROPERTY. WHF AUDITED ITS RECORDS AND UPDATED THE ACREAGE AND PROPERTY NUMBERS WITHIN ITS CONSERVATION PORTFOLIO. WHF CONTINUED ITS EFFORTS TO PERMANENTLY PROTECT WILDLIFE HABITAT AND RECORDED A NEW CONSERVATION EASEMENT, THE LIND WILDLIFE PRESERVE, IN PLUMAS COUNTY, WHERE WE HAD NOT PREVIOUSLY HAD ANY PRESENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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 DISTRICT, A WEEK-LONG OUTDOOR EXPERIENCE FOR 6TH GRADERS. WHF ALSO PROVIDES EDUCATIONAL NATURE WALKS FOR ADULTS. IN 2024, WHF PROVIDED OUTREACH AND EDUCATION TO COMMUNITY MEMBERS WHO LIVE IN AREAS ADJACENT TO CONSERVED LANDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WILDLIFE HERITAGE FOUNDATION CREATED THE SUN CITY LINCOLN HILLS URBAN BIRD PROGRAM TO HELP REDUCE THE NUMBER OF CALIFORNIA QUAIL AND WATERFOWL TRAPPED IN STORM DRAINS WITHIN THE HOUSING DEVELOPMENT THAT IS CONNECTED TO OUR OPEN SPACE PRESERVE. WE DESIGNED A STORM DRAIN COVER TO PREVENT THESE BIRDS FROM FALLING INTO THE STORM DRAINS, AND WE REGULARLY WORK WITH RESIDENTS TO INSTALL AND MAINTAIN THE DRAIN COVERS. IN 2024, WE WILL CONTINUE TO IMPLEMENT, AS WELL AS REFINE, AND EXPAND THE IMPACT OF THE PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,379,948 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KURT WORLEY 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 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 | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| LOREN CLARK | |||||||
| BOARD CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CASSANDRA WALKER | |||||||
| TREASURER/CFO | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PRIMO SANTINI | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT WEYGANDT | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK FOWLER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KURT WORLEY | |||||||
| EXECUTIVE DIRECTOR (AS OF 7/1/24) | 40.00 | Yes (X) | $158,449 | $0 | $10,829 | ||
| DARLA GUENZLER | |||||||
| EXECUTIVE DIRECTOR (THRU 5/15/24) | 40.00 | Yes (X) | $176,490 | $0 | $7,901 | ||
| KELLY VELASCO | |||||||
| ASSOCIATE DIRECTOR | 40.00 | $103,583 | $0 | $15,775 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $438,522 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,505 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CDP HOLDINGS I LLC | |||||
| C/O HERON PACIFIC 6558 LONETREE BLV | ROCKLIN | CA | 95765 | LAND MANAGEMENT SERVICES | $257,909 |
| BOUTIN JONES INC | |||||
| 555 CAPITOL MALL SUITE 1500 | SACRAMENTO | CA | 95814 | LEGAL | $142,906 |
| WILDDESERT EM HOLDINGS LLC | |||||
| C/O HERON PACIFIC 6558 LONETREE BLV | ROCKLIN | CA | 95765 | LAND MANAGEMENT SERVICES | $140,598 |
| GILSIZER SLOUGH LLC | |||||
| C/O HERON PACIFIC 6558 LONETREE BLV | ROCKLIN | CA | 95765 | LAND MANAGEMENT SERVICES | $129,598 |
| RES-RLH WEST COAST LLC | |||||
| 2125 19TH STREET SUITE 200 | SACRAMENTO | CA | 95818 | LAND MANAGEMENT SERVICES | $117,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $669,847 | GovernmentGrantsAmt |
| All Other Contributions | $339,907 | AllOtherContributionsAmt |
| Noncash Contributions | $302,000 | NoncashContributionsAmt |
| Total Contributions | $1,009,754 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 900001 | BusinessCd |
| Total Revenue Column | $279,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $279,931 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $279,931 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,987,596 | TotalRevenueColumnAmt |
| Exclusion | $2,987,596 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,398,630 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,987,659 | SecuritiesAmt |
| Other | $5,140 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,410,971 | SecuritiesAmt |
| Other | -$5,140 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,405,831 | TotalRevenueColumnAmt |
| Exclusion | $3,405,831 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CONSERVATION EASEMENT SETTLEMENT | 900099 | $241,564 | $241,564 | |
| MISCELLANEOUS INCOME | 900099 | $6,439 | $6,439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $248,003 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,931,115 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $286,370 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,634,991 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,669 | TotalAmt |
| Program Services | $294,124 | ProgramServicesAmt |
| Management And General | $59,391 | ManagementAndGeneralAmt |
| Fundraising | $154 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,463 | TotalAmt |
| Program Services | $431,969 | ProgramServicesAmt |
| Management And General | $85,444 | ManagementAndGeneralAmt |
| Fundraising | $50 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,260 | TotalAmt |
| Program Services | $12,607 | ProgramServicesAmt |
| Management And General | $3,548 | ManagementAndGeneralAmt |
| Fundraising | $105 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,001 | TotalAmt |
| Program Services | $51,173 | ProgramServicesAmt |
| Management And General | $14,401 | ManagementAndGeneralAmt |
| Fundraising | $427 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,041 | TotalAmt |
| Program Services | $55,964 | ProgramServicesAmt |
| Management And General | $11,070 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,111 | TotalAmt |
| Program Services | $315,356 | ProgramServicesAmt |
| Management And General | $12,046 | ManagementAndGeneralAmt |
| Fundraising | $4,709 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,796 | TotalAmt |
| Program Services | $52,981 | ProgramServicesAmt |
| Management And General | $2,024 | ManagementAndGeneralAmt |
| Fundraising | $791 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,032 | TotalAmt |
| Management And General | $658,032 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,238 | TotalAmt |
| Program Services | $120,238 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,800 | TotalAmt |
| Program Services | $30,533 | ProgramServicesAmt |
| Management And General | $9,018 | ManagementAndGeneralAmt |
| Fundraising | $249 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,586 | TotalAmt |
| Program Services | $20,029 | ProgramServicesAmt |
| Management And General | $13,652 | ManagementAndGeneralAmt |
| Fundraising | $905 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,128 | TotalAmt |
| Program Services | $9,702 | ProgramServicesAmt |
| Management And General | $2,183 | ManagementAndGeneralAmt |
| Fundraising | $243 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,991 | TotalAmt |
| Program Services | $26,962 | ProgramServicesAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,482 | TotalAmt |
| Program Services | $1,482 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,911 | TotalAmt |
| Program Services | $44,975 | ProgramServicesAmt |
| Management And General | $11,415 | ManagementAndGeneralAmt |
| Fundraising | $521 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| LAND MANAGER MANAGEMENT | $1,488,992 | $1,488,992 |
| PUBLIC USE CONSERVATION | $302,000 | $302,000 |
| LAND MAINTENANCE | $63,418 | $63,418 |
| OAK IMPLEMENTATION EXPE | $25,982 | $25,982 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,715 | TotalAmt |
| Program Services | $31,461 | ProgramServicesAmt |
| Management And General | $7,629 | ManagementAndGeneralAmt |
| Fundraising | $625 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,278,616 | TotalAmt |
| Program Services | $3,379,948 | ProgramServicesAmt |
| Management And General | $889,882 | ManagementAndGeneralAmt |
| Fundraising | $8,786 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $961,538 | BOYAmt |
| EOY | $69,929 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,968 | BOYAmt |
| EOY | $1,600,003 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,865,797 | BOYAmt |
| EOY | $2,777,276 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,471 | BOYAmt |
| EOY | $30,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $136,199 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131,869 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,254 | BOYAmt |
| EOY | $4,330 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,120,465 | BOYAmt |
| EOY | $99,338,093 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,307,928 | BOYAmt |
| EOY | $20,366,154 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,276,421 | BOYAmt |
| EOY | $124,186,495 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,700 | BOYAmt |
| EOY | $865,580 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,821 | BOYAmt |
| EOY | $58,868 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,460,094 | BOYAmt |
| EOY | $2,684,570 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,830,615 | BOYAmt |
| EOY | $3,609,018 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,974,691 | BOYAmt |
| EOY | $2,218,202 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,471,115 | BOYAmt |
| EOY | $118,359,275 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,445,806 | BOYAmt |
| EOY | $120,577,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,276,421 | BOYAmt |
| EOY | $124,186,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,652,499 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,479,172 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,619,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,739,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,021,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,009,754 | CurrentTaxYearAmt |
| Total | $8,527,734 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,619,538 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,739,251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,021,814 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,009,754 | CurrentTaxYearAmt |
| Total | $8,527,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,527,734 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,369,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,934,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,561,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,501,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,987,596 | CurrentTaxYearAmt |
| Total | $12,354,597 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $30,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $248,003 | CurrentTaxYearAmt |
| Total | $278,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,161,040 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,881,478 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2023 AMOUNT: $ 30,706. 2024 AMOUNT: $ 6,439. CONSERVATION EASEMENT SETTLEMENT - 2024 AMOUNT: $ 241,564. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 | 195 | TotalEasementsCnt |
| Total Acreage | 99302.00 | TotalAcreageCnt |
| Historic Structure Easements | 0 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 0 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 11789.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $446,910 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,232,922 | BeginningYearBalanceAmt |
| Contributions | $1,383,336 | ContributionsAmt |
| Investment Earnings Or Losses | $11,035,299 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,392,260 | OtherExpendituresAmt |
| End Year Balance | $115,259,297 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,836,015 | BeginningYearBalanceAmt |
| Contributions | $1,939,105 | ContributionsAmt |
| Investment Earnings Or Losses | $12,948,811 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,491,009 | OtherExpendituresAmt |
| End Year Balance | $105,232,922 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $108,933,206 | BeginningYearBalanceAmt |
| Contributions | $634,585 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,921,103 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $810,673 | OtherExpendituresAmt |
| End Year Balance | $93,836,015 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,426,948 | BeginningYearBalanceAmt |
| Contributions | $11,583,142 | ContributionsAmt |
| Investment Earnings Or Losses | $1,978,330 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,055,214 | OtherExpendituresAmt |
| End Year Balance | $108,933,206 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,903,160 | BeginningYearBalanceAmt |
| Contributions | $9,473,479 | ContributionsAmt |
| Investment Earnings Or Losses | $1,914,323 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,864,014 | OtherExpendituresAmt |
| End Year Balance | $96,426,948 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32100 | TermEndowmentBalanceEOYPct |
| 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 | $12,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,777 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $119,092 | DepreciationAmt |
| Book Value | $4,330 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,330 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BLACKSTONE REIT | $2,322,756 | F |
| STARWOOD REIT | $2,055,092 | F |
| BLACKSTONE PRIVATE CREDIT FUND | $3,172,482 | F |
| INVESTMENTS HELD FOR OTHERS | $996,080 | F |
| OTHER ALTERNATIVE INVESTMENTS | $11,819,744 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,366,154 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MONTSERRATE ENFORCEMENT FUND LIABILITY | $1,688,490 |
| INVESTMENTS HELD FOR OTHERS | $996,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,684,570 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,757,395 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,479,172 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,140 | OtherRevenueAmt |
| Revenue Not Reported | $5,484,312 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,273,083 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $658,032 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $658,032 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,931,115 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,625,724 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,140 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,140 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,620,584 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $658,032 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $658,032 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,278,616 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | EASEMENTS ONCE GRANTED HAVE NO MARKET VALUE, NO FUTURE ECONOMIC BENEFIT AND REQUIRE THE USE OF THE FOUNDATION RESOURCES TO MAINTAIN THEM; THEREFORE, THEY ARE NOT CAPITALIZED AS AN ASSET, BUT ARE EXPENSED AT FAIR VALUE AS A DONATION OF LANDS TO THE PUBLIC. WHEN EASEMENTS ARE RECEIVED THROUGH DONATION, THEY ARE RECOGNIZED AS REVENUE AT FAIR VALUE WHEN THE LAND HOLDINGS ARE RECEIVED AND AS AN EXPENSE AT THE SAME VALUE TO "DONATION OF EASEMENTS TO THE PUBLIC". |
| 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL 5,140. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL 5,140. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $7,769,055 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,769,055 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,769,055 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DARLA GUENZLER | ||||||||||||||
| EXECUTIVE DIRECTOR (THRU 5/15/24) | $89,623 | $0 | $0 | $0 | $86,867 | $0 | $1,954 | $0 | $5,947 | $0 | $184,391 | $0 | $0 | $0 |
| KURT WORLEY | ||||||||||||||
| EXECUTIVE DIRECTOR (AS OF 7/1/24) | $125,449 | $0 | $25,000 | $0 | $8,000 | $0 | $4,509 | $0 | $6,320 | $0 | $169,278 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | DARLA GUENZLER RECEIVED A SEVERANCE PACKAGE IN THE AMOUNT OF $86,866.42. SEVERANCE PAYMENT MADE DURING THE SEPARATION OF EMPLOYMENT IN EXCHANGE FOR WAIVER OF ANY/ALL CLAIMS AGAINST THE ORGANIZATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $302,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 | FOUR MEMBERS OF THE BOARD OF DIRECTORS ENGAGED EMPLOYMENT LAW COUNSEL AND REVIEWED AND APPROVED THE COMPENSATION OF THE EXECUTIVE DIRECTOR AS PART OF A NEW EMPLOYEMENT CONTRACT ENTERED BY THE BOARD AND NEW EXECUTIVE DIRECTOR AT THE TIME OF HIRING IN JUNE 2024. THE COMPARABILITY DATA WAS COLLECTED BY A MEMBER OF THE BOARD OF DIRECTORS AND ALSO INCLUDED DATA PROVIDED BY A COMMUNITY-BASED NONPROFIT FOR LOCAL AREA NON-PROFITS ENGAGED IN DIFFERENT SERVICES. THE DATA WAS SHARED WITH ALL BOARD MEMBERS EXCEPT THE NEW EXECUTIVE DIRECTOR AT THE TIME OF HIRE. NO WRITTEN RECORD WAS KEPT OF THE SUBSEQUENT DELIBERATIONS. DRAWING ON PUBLICLY AVAILABLE FORM 990S OF SIMILAR ORGANIZATIONS IN CALIFORNIA, DATA WERE COLLECTED ON SEVERAL KEY FACTORS SUCH AS SALARY, ANNUAL BUDGET, ENDOWMENT SIZE, AND LAND HOLDINGS. THIS PROCESS WAS UNDERTAKEN IN 2024. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON PRESERVE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 SECOND STREET STE 120 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TO HOLD REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILDLIFE HERITAGE FOUNDATION | BusinessNameLine1Txt |
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