2025-11-14T12:55:30-06:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 943352965 WILDLIFE HERITAGE FOUNDATION WILD 9164342759 563 SECOND STREET 120 LINCOLN CA 95648 KURT WORLEY EXECUTIVE DIRECTOR 9164342759 2025-11-13 1 1 JENNIFER Z IWATA P01310188 9166466464 2025-11-13 2024 2025-03-06 01:10:19Z KURT WORLEY 563 SECOND STREET 120 LINCOLN CA 95648 24923914 0 X WWW.WILDLIFEHERITAGE.ORG X 2001 CA TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH. 5 5 10 6 0 0 2021814 1009754 734863 279931 4236146 6393427 40050 248003 7032873 7931115 0 0 0 0 860552 1020434 0 0 8786 2768367 3258182 3628919 4278616 3403954 3652499 115276421 124186495 3830615 3609018 111445806 120577477 TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. 0 0 3379948 286370 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. 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. 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. 3379948 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 30 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X KURT WORLEY EXECUTIVE DIRECTOR 9164342759 563 SECOND STREET 120 LINCOLN CA 95648 LOREN CLARK BOARD CHAIR 0.50 X X 0 0 0 CASSANDRA WALKER TREASURER/CFO 0.50 X X 0 0 0 PRIMO SANTINI DIRECTOR 0.50 X 0 0 0 ROBERT WEYGANDT DIRECTOR 0.50 X 0 0 0 MARK FOWLER DIRECTOR 0.50 X 0 0 0 KURT WORLEY EXECUTIVE DIRECTOR (AS OF 7/1/24) 40.00 X 158449 0 10829 DARLA GUENZLER EXECUTIVE DIRECTOR (THRU 5/15/24) 40.00 X 176490 0 7901 KELLY VELASCO ASSOCIATE DIRECTOR 40.00 X 103583 0 15775 438522 0 34505 3 0 1 0 CDP HOLDINGS I LLC C/O HERON PACIFIC 6558 LONETREE BLV ROCKLIN CA 95765 LAND MANAGEMENT SERVICES 257909 BOUTIN JONES INC 555 CAPITOL MALL SUITE 1500 SACRAMENTO CA 95814 LEGAL 142906 WILDDESERT EM HOLDINGS LLC C/O HERON PACIFIC 6558 LONETREE BLV ROCKLIN CA 95765 LAND MANAGEMENT SERVICES 140598 GILSIZER SLOUGH LLC C/O HERON PACIFIC 6558 LONETREE BLV ROCKLIN CA 95765 LAND MANAGEMENT SERVICES 129598 RES-RLH WEST COAST LLC 2125 19TH STREET SUITE 200 SACRAMENTO CA 95818 LAND MANAGEMENT SERVICES 117911 5 669847 339907 302000 1009754 PROGRAM SERVICE FEES 900001 279931 279931 279931 2987596 2987596 20398630 16987659 5140 3410971 -5140 3405831 3405831 CONSERVATION EASEMENT SETTLEMENT 900099 241564 241564 MISCELLANEOUS INCOME 900099 6439 6439 248003 7931115 286370 0 6634991 353669 294124 59391 154 517463 431969 85444 50 16260 12607 3548 105 66001 51173 14401 427 67041 55964 11070 7 332111 315356 12046 4709 55796 52981 2024 791 658032 658032 120238 120238 39800 30533 9018 249 34586 20029 13652 905 12128 9702 2183 243 26991 26962 29 1482 1482 56911 44975 11415 521 LAND MANAGER MANAGEMENT 1488992 1488992 PUBLIC USE CONSERVATION 302000 302000 LAND MAINTENANCE 63418 63418 OAK IMPLEMENTATION EXPE 25982 25982 39715 31461 7629 625 4278616 3379948 889882 8786 961538 69929 981968 1600003 3865797 2777276 32471 30710 136199 131869 6254 4330 101120465 99338093 8307928 20366154 115276421 124186495 1283700 865580 86821 58868 2460094 2684570 3830615 3609018 X 1974691 2218202 109471115 118359275 111445806 120577477 115276421 124186495 3652499 5479172 0 X X 0 1 X 1 0 X 2619538 2739251 137377 2021814 1009754 8527734 2619538 2739251 137377 2021814 1009754 8527734 8527734 2369356 1934616 2561490 2501539 2987596 12354597 30706 248003 278709 21161040 1881478 0.40300 0.58590 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2023 AMOUNT: $ 30,706. 2024 AMOUNT: $ 6,439. CONSERVATION EASEMENT SETTLEMENT - 2024 AMOUNT: $ 241,564. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 195 99302.00 0 0 0 1 1 11789.00 446910 105232922 1383336 11035299 2392260 115259297 93836015 1939105 12948811 3491009 105232922 108933206 634585 -14921103 810673 93836015 96426948 11583142 1978330 1055214 108933206 86903160 9473479 1914323 1864014 96426948 0.00000 0.67900 0.32100 0 0 12777 12777 0 123422 119092 4330 4330 BLACKSTONE REIT 2322756 F STARWOOD REIT 2055092 F BLACKSTONE PRIVATE CREDIT FUND 3172482 F INVESTMENTS HELD FOR OTHERS 996080 F OTHER ALTERNATIVE INVESTMENTS 11819744 F 20366154 MONTSERRATE ENFORCEMENT FUND LIABILITY 1688490 INVESTMENTS HELD FOR OTHERS 996080 2684570 X 12757395 5479172 5140 5484312 7273083 658032 658032 7931115 3625724 5140 5140 3620584 658032 658032 4278616 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 7769055 0 0 0 0 0 0 7769055 0 7769055 0 0 1 0 1 0 X X X X X 1 0 0 0 0 0 0 0 0 DARLA GUENZLER EXECUTIVE DIRECTOR (THRU 5/15/24) 89623 0 0 0 86867 0 1954 0 5947 0 184391 0 0 0 KURT WORLEY EXECUTIVE DIRECTOR (AS OF 7/1/24) 125449 0 25000 0 8000 0 4509 0 6320 0 169278 0 0 0 PART I, LINE 4A 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. X 1 302000 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RECEIVES A DIGITAL COPY OF THE TAX RETURN. THE OFFICER/EXECUTIVE DIRECTOR SIGNS THE EFILE AUTHORIZATION AND RETURNS THE FORMS 8879 TO THE TAX PREPARER TO INITIATE THE EFILE PROCESS. THE TAX PREPARER EFILES THE TAX RETURN. THE EFILE ACCEPTANCE FORM (9325) IS FORWARDED TO THE OFFICER/EXECUTIVE DIRECTOR WHEN RECEIVED BY THE TAX PREPARER. A FEDERAL AND STATE 9325 (PROOF OF EFILE) ARE KEPT ON FILE FOR EACH RETURN AS PROOF OF FILING FOR A TAX YEAR. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND KEY EMPLOYEES SUBMIT AN ANNUAL FORM TO DISCLOSE THE BUSINESS OR FAMILY RELATIONSHIPS THAT PRESENT CONFLICTS OF INTEREST AS DESCRIBED IN THE POLICY. OFFICERS, DIRECTORS, AND MANAGERS HAVE A DUTY TO DISCLOSE ANY CONFLICT, EXCUSE HIM/HERSELF FROM ANY DISCUSSION OF THE ITEM, AND TO ABSTAIN FROM ANY VOTE. FORM 990, PART VI, SECTION B, LINE 15A 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. FULTON PRESERVE LLC 563 SECOND STREET STE 120 LINCOLN CA 95648 TO HOLD REAL ESTATE CA 0 0 WILDLIFE HERITAGE FOUNDATION