WILDLIFE HERITAGE FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WILDLIFE HERITAGE FOUNDATION (EIN 94-3352965)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-10
- IRS object ID
- 201212549349300511
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-10T11:54:37-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEMAS ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3103 VINEYARD RD | AddressLine1 |
| City | ROSEVILLE | City |
| State | CA | State |
| ZIP Code | 95747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943352965 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILDLIFE HERITAGE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILD | NameControl |
| Phone | 9164342759 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 2ND STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 120 | AddressLine2 |
| City | LINCOLN | City |
| State | CA | State |
| ZIP Code | 95648 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK SHEA | Name |
| Title | CFO/EXEC DIR | Title |
| Phone | 9164342759 | Phone |
| Date Signed | 2012-08-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARY LEMAS CPA | Name |
| Phone | 9167880788 | Phone |
| Date Prepared | 2012-07-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RILEY SWIFT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 SECOND STREET SUITE 120 | AddressLine1 |
| City | LINCOLN | City |
| State | CA | State |
| ZIP Code | 95648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2223294 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WILDLIFEHERITAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 50 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 510 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2320858 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1419198 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 384515 | InvestmentIncomePriorYear |
| Investment Income Current Year | 803586 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2705423 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2223294 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1400 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 140491 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 192559 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 262 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 551 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 297191 | OtherExpensePriorYear |
| Other Expenses Current Year | 225553 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 439344 | TotalExpensesPriorYear |
| Total Expenses Current Year | 418112 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2266079 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1805182 | RevenuesLessExpensesCY |
| Total Assets BOY | 15662488 | TotalAssetsBOY |
| Total Assets EOY | 17318561 | TotalAssetsEOY |
| Total Liabilities BOY | 28271 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29953 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15634217 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17288608 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 321437 | Expense |
| Description | WILDLIFE HERITAGE FOUNDATION HAS MULTIPLE PROGRAMS, WHICH IN TOTAL EXECUTE CONTRACTUAL PROVISIONS ESTABLISHED BETWEEN GOVERNMENTAL AGENCIES AND DEVELOPERS REGARDING THE ESTABLISHMENT AND MAINTENANCE OF CONSERVATION EASEMENTS AS WELL AS TO PROMOTE COMMUNITY OUTREACH THROUGH EDUCATION AND RESEARCH. DURING 2010 THE FOUNDATION ESTABLISHED FUNDS TO MANAGE SEVEN NEW AND FIFTY-THREE SEPARATE PRIOR CONSERVATION EASEMENT PROPERTIES. | Description |
| Total Program Service Expense | 321437 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | true | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEMAS ACCOUNTANCY CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9164342759 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 563 SECOND STREET | AddressLine1 |
| City | LINCOLN | City |
| State | CA | State |
| ZIP Code | 95648 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PATRICK SHEA | ||||||
| CFO/EXEC DIR | 40.00 | X | X | 62500 | 0 | 0 |
| RILEY SWIFT | ||||||
| PRESIDENT | X | 0 | 0 | 0 | ||
| ALEX FERREIRA | ||||||
| DIRECTOR | X | X | 0 | 0 | 0 | |
| ROBERT WEYGANDT | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| JOHN ANDERSON | ||||||
| SECRETARY | X | X | 0 | 0 | 0 | |
| BILL CLARK | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| PRIMO SANTINI | ||||||
| DIRECTOR | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 62500 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Membership Dues | 100 | MembershipDues |
| Government Grants | 410 | GovernmentGrants |
| Total Contributions | 510 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| FEES & CONTRACT GOV AGENCIES | 960762 | 960762 |
| SERVICE FEES | 298567 | 298567 |
| EASEMENT MANAGEMENT FEE | 77500 | 77500 |
| MONTSERRAT ENFORCEMENT | 45000 | 45000 |
| EDUCATION OUTREACH | 25000 | 25000 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12369 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12369 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1419198 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 803586 | TotalRevenueColumn |
| Exclusion | $803,586 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2223294 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1419198 | RelatedOrExemptFunctionIncome |
| Exclusion | $803,586 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175716 | Total |
| Program Services | 122230 | ProgramServices |
| Management And General | 53075 | ManagementAndGeneral |
| Fundraising | 411 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1296 | Total |
| Program Services | 902 | ProgramServices |
| Management And General | 390 | ManagementAndGeneral |
| Fundraising | 4 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15547 | Total |
| Program Services | 10815 | ProgramServices |
| Management And General | 4696 | ManagementAndGeneral |
| Fundraising | 36 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16280 | Total |
| Program Services | 13665 | ProgramServices |
| Management And General | 2615 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92525 | Total |
| Program Services | 92525 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1873 | Total |
| Program Services | 1692 | ProgramServices |
| Management And General | 81 | ManagementAndGeneral |
| Fundraising | 100 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8997 | Total |
| Program Services | 6143 | ProgramServices |
| Management And General | 2854 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29592 | Total |
| Program Services | 14796 | ProgramServices |
| Management And General | 14796 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497 | Total |
| Program Services | 497 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570 | Total |
| Program Services | 285 | ProgramServices |
| Management And General | 285 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14643 | Total |
| Program Services | 7405 | ProgramServices |
| Management And General | 7238 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5267 | Total |
| Program Services | 4436 | ProgramServices |
| Management And General | 831 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MONITORING AND MAINTENANC | 10883 | 10883 | |
| REPAIRS AND MAINTENANCE | 8182 | 4091 | 4091 |
| SECURITY | 6194 | 6194 | |
| EQUIPMENT RENTAL | 5283 | 3364 | 1919 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24767 | Total |
| Program Services | 21514 | ProgramServices |
| Management And General | 3253 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 418112 | Total |
| Program Services | 321437 | ProgramServices |
| Management And General | 96124 | ManagementAndGeneral |
| Fundraising | 551 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 366609 | BOY |
| EOY | 391406 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135678 | BOY |
| EOY | 94140 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7784 | BOY |
| EOY | 11149 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 100726 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 63980 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49494 | BOY |
| EOY | 36746 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15102923 | BOY |
| EOY | 16785120 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15662488 | BOY |
| EOY | 17318561 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25611 | BOY |
| EOY | 23908 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7508 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4848 | BOY |
| EOY | 6045 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28271 | BOY |
| EOY | 29953 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45634 | BOY |
| EOY | 513015 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178914 | BOY |
| EOY | 536044 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15409669 | BOY |
| EOY | 16239549 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15634217 | BOY |
| EOY | 17288608 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15662488 | BOY |
| EOY | 17318561 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1805182 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -150791 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | false | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 730 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50 | CurrentTaxYearMinus1Year |
| Current Tax Year | 510 | CurrentTaxYear |
| Total | 1490 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 296047 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 187628 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122028 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 191688 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1419198 | CurrentTaxYear |
| Total | 2216589 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4473851 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2792361 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 287648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2129170 | CurrentTaxYearMinus1Year |
| Total | 9683030 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4769898 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2980719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 409876 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2320908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1419708 | CurrentTaxYear |
| Total | 11901109 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 11901109 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 704090 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 541613 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 472229 | CurrentTaxYearMinus1Year |
| Current Tax Year | 803586 | CurrentTaxYear |
| Total | 2849841 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 704090 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 541613 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 328323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 472229 | CurrentTaxYearMinus1Year |
| Current Tax Year | 803586 | CurrentTaxYear |
| Total | 2849841 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5473988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3522332 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 738199 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2793137 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2223294 | CurrentTaxYear |
| Total | 14750950 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.80680 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.84990 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.19000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.15000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12731815 | BeginningOfYearBalance |
| Contributions | 2129170 | Contributions |
| Investment Earnings Or Losses | 190887 | InvestmentEarningsOrLosses |
| Other Expenditures | 270549 | OtherExpenditures |
| End Of Year Balance | 14781323 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11051943 | BeginningOfYearBalance |
| Contributions | 287648 | Contributions |
| Investment Earnings Or Losses | 1624348 | InvestmentEarningsOrLosses |
| Other Expenditures | 232124 | OtherExpenditures |
| End Of Year Balance | 12731815 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100726 | OtherCostOrOtherBasis |
| Depreciation | 63980 | Depreciation |
| Book Value | 36746 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 36746 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (72 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| GALE RANCH INVESTMENT | 2262463 |
| USFWS WILDLIFE REFUG | 1281711 |
| GILSIZER SLOUGH GGS PRESERVE | 912946 |
| TULE BASIN GGS PRESERVE | 882561 |
| BCAG VERNAL POOLS | 653780 |
| ALAMO CREEK | 552977 |
| TWIN CITIES PRESERVE | 529544 |
| ALLENSWORTH WILDLANDS | 528810 |
| BEST SLOUGH PRESERVE | 491372 |
| DALEY RANCH VERNAL POOL CON BANK | 404221 |
| GILSIZER SLOUGH NORTH GGS PRESERVE | 395274 |
| BCAG FRESHWATER MARSH | 344467 |
| NEARY PRESERVE | 285779 |
| RIDGECUT GIANT GARTER SNAKE | 282221 |
| OLD RANCH PRESERVE | 279304 |
| DIXON HAWK AND OWL PRESERVE | 258536 |
| SAND CREEK WILDLANDS | 256486 |
| GERAWAN PROPERTY | 255692 |
| DEADMAN CREEK CONSERVATION BANK | 247425 |
| INTERVENING PROPERTIES INVESTMENT | 247406 |
| JORDAN RANCH PRESERVE | 239499 |
| FIELDSTONE MEADOWS | 235765 |
| LIVERMORE VALLEY PRESERVE MANAGEMENT | 216317 |
| EAST HILLS/QUARRY HILL INVESTMENT | 212738 |
| WESTERN HILLS OP-SP OVR INVESTMENT | 211688 |
| MORAGA CREEK & INDIAN VALY OVRS | 211688 |
| WENDT RANCH INVESTMENT | 209658 |
| SIERRA DE MONTSERRAT INVESTMENT | 209248 |
| UNRESTRICTED FOUNDATION INVESTMENT | 205559 |
| WEST PLACER SCHOOLS | 200825 |
| DEL WEBB ORCHARD 80 & RIPARIAN | 200244 |
| PACIFIC TECHNOLOGY PRESERVE | 178387 |
| DW CITY OF LINCOLN - LINCOLN HILL | 166649 |
| HIGHWAY 65 SELF STORAGE PRESERVE | 155511 |
| SHASTA BIBLE COLLEGE | 154306 |
| MESA RIDGE | 152477 |
| CLOVER CREEK | 120444 |
| REDWOOD TECHNOLOGY CENTER PRESERVE | 117633 |
| FOX CREEK DRAINAGE CORRIDOR | 112703 |
| MONTSERRANT ENFORCEMENT | 111372 |
| LIVERMORE VALLEY OVERSIGHT | 111185 |
| FOX CREEK DET BASIN | 106760 |
| CLOVER CREEK VILLAGE | 102551 |
| FREMONT LANDING CONS BANK | 100065 |
| NORTH AIRPORT BLVE BUSINESS PARK | 87826 |
| TEMECULA RANCHOS INVESTMENT | 87613 |
| BCP UNIT 1 PHASE 1 | 80568 |
| MONTELENA PRESERVE | 75108 |
| TOAD HILL RANCH MITIGATION BANK | 73798 |
| BARRETT RANCH | 73003 |
| 3-D SO MITIGATION PRESERVE | 72708 |
| LEGAL\EMERGENCY RESERVE FUND | 72120 |
| ST JOSEPH'S CHURCH | 71099 |
| RIVER RANCH - VELB PRESERVE | 70484 |
| SUNRIDGE PARK (SAC VALLEY CONS) | 67817 |
| PILARCITOS QUARRY | 66090 |
| SIERRA SPRINGS ENDOWMENT | 64212 |
| SOUTH STONE LAKES INVESTMENT | 61827 |
| EDUCATION & RESEARCH FUND | 57041 |
| GATEWAY PRESEVE | 52845 |
| MONTSERRAT FOREST MANAGEMENT | 50581 |
| BLACKBURN CONSERVATION BANK | 45635 |
| LAGUNA TERRACE | 39392 |
| SUPERIOR SELF STORAGE FUND | 33195 |
| WERRE RANCH SOUTH INVESTMENT | 32429 |
| GREAT VALLEY CONSERVATION BANK | 24379 |
| HIGHWAY 65 ENFORCEMENT | 10083 |
| PAJARO RIVER MITIGATION BANK | 8241 |
| POPE HAERA OVERSIGHT ACCOUNT | 7782 |
| OAK IMPLEMENTATION | 2997 |
| POPE HAERA INVESTMENT | |
| DEPOSIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 16785120 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LESS CURRENT PORTION OF L/T DEBT | $3,230 |
| CREDIT CARDS | $2,028 |
| OTHER CURRENT LIAB | $787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6045 | TotalOfAmounts |
| Total Revenue | 2223294 | TotalRevenue |
| Total Expenses | 418112 | TotalExpenses |
| Excess Or Deficit For Year | 1805182 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 1805182 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2223294 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 2223294 | RevenueSubtotal |
| Total Revenue Per Form990 | 2223294 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 418112 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 418112 | ExpensesSubtotal |
| Total Expenses Per Form990 | 418112 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ACCOUNTING FOR CONSERVATION EASEMENTS | Identifier |
| Return Reference | SCHEDULE D, PAGE 1, PART II, LINE 9 | ReturnReference |
| Explanation | EASEMENT FEES PAID TO WILDLIFE HERITAGE FOUNDATION ARE DETERMINED BY THE STATE OR LOCAL GOVERNMENT ISSUING CONSTRUCTION PERMITS TO BUILDERS AND ARE REPORTED AS GOVERNMENT FEE REVENUE. MONITORING EXPENSES ARE REPORTED AS A COMPONENT OF PROGRAM EXPENSES. THE BALANCE SHEET REPORTS THE FAIR MARKET VALUE OF THE INVESTED ASSETS AND THE PERMANENTLY RESTRICTED NET ASSETS REPRESENT THE ORIGINAL FEE ASSESSED TO THE BUILDER AND TRANSFERRED TO WILDLIFE HERITAGE FOUNDATION. THE AMOUNT OF EACH ENDOWMENT IS INDIVIDUALLY CALCULATED BASED UPON THE SIZE OF THE PROPERTY, THE NUMBER OF FREQUENCY OF THE MONITORING AND/OR MAINTENANCE REQUIRED AND OTHER FACTORS. THE FOUNDATION INCLUDES AN ANNUAL FEE FOR ITS SERVICES AS THE ENDOWMENT/EASEMENT MANAGEMENT SERVICE. THE EARNINGS FROM THE INVESTMENTS ARE RESTRICTED TO THE MONITORING AND MAINTENANCE ACTIVITIES OF THE PARTICULAR PROPERTY. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTORATION RESOURCES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | VENDOR | Relationship |
| Description Of Transaction | FEE FOR SERVICE | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | IN TOTAL 4214 WAS PAID BY WILDLIFE HERITAGE FOUNDATION TO RESTORATION RESOURCES A CORPORATION IN WHICH THE PRESIDENT OF WILDLIFE HERITAGE FOUNDATION IS A PRINCIPAL IN EXCHANGE FOR TRASH CLEANUP AND WEED ABATEMENT | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE TREASURER RECIEVES A PAPER AND DIGITAL COPY OF TAX RETURN AND AFTER A REVIEW OF THE RETURNS THEY AUTHORIZE THE RETURNS EFILING BY RETURNING THE FORMS 8879 TO LEMAS ACCOUNTANCY CORPORATION. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, 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. IF AN ITEM INVOLVING A RELATED PARTY COMES TO A VOTE, THE BOARD MEMBER WITH THE CONFLICT EXCUSES THEMSELVES AND ABSTAINS FROM THE VOTE. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE BOARD PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR PERFORMANCE AND SETS GOALS FOR THE YEAR. COMPARATIVE DATA FROM SIMILAR ORGANIZATIONS IS OBTAINED AND COMPENSATION IS REVIEWED AND APPROVED AT THIS TIME. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | COPIES OF THESE DOCUMENTS ARE AVALIABLE FROM THE ADMINISTRATIVE OFFICES IN LINCOLN, CA UPON REQUEST. |
Comments