2024-11-13T14:33:10-06:00 2023-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-01-01 943352965 WILDLIFE HERITAGE FOUNDATION WILD 9164342759 563 SECOND STREET 120 LINCOLN CA 95648 KURT WORLEY EXECUTIVE DIRECTOR 9164342759 2024-11-12 1 1 JENNIFER Z IWATA P01310188 9166466464 2024-11-12 2023 2024-10-15 13:58:12Z KURT WORLEY 563 SECOND STREET 120 LINCOLN CA 95648 53015376 0 X WWW.WILDLIFEHERITAGE.ORG X 2001 CA TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT AND TO PROVIDE NATURE EDUCATION FOR YOUTH. 5 5 11 5 0 0 34296 2021814 318717 734863 6016125 4236146 0 40050 6369138 7032873 0 0 0 0 789076 860552 0 0 18664 2050874 2768367 2839950 3628919 3529188 3403954 100552976 115276421 1835953 3830615 98717023 111445806 TO PROTECT, ENHANCE, AND RESTORE WILDLIFE HABITAT ON LANDS CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. 0 0 2743970 765569 WILDLIFE HERITAGE FOUNDATION PROTECTS, ENHANCES, AND RESTORES WILDLIFE HABITAT AND PROVIDES NATURE EDUCATION FOR YOUTH. IN 2023, WE CONTINUED TO PERMANENTLY PROTECT MORE THAN 93,000 ACRES OF WILDLIFE HABITAT, AGRICULTURAL LANDS, AND OPEN SPACE THROUGH THE STEWARDSHIP AND MANAGEMENT OF 191 CONSERVATION EASEMENTS. WHF CONTINUED ITS EFFORTS TO PERMANENTLY PROTECT WILDLIFE HABITAT. 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 DISTRICTS, A WEEK-LONG OUTDOOR EXPERIENCE FOR 6TH GRADERS. WHF ALSO PROVIDES EDUCATIONAL NATURE WALKS FOR ADULTS. IN 2023, 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 REGULARLY WORK WITH RESIDENTS TO INSTALL AND MAINTAIN THE DRAIN COVERS. 2743970 1 1 0 0 0 0 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 14 0 1 11 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 KURT WORLEY PRESIDENT 1.00 X X 0 0 0 CASSANDRA KILLINGSWORTH TREASURER/CFO 0.50 X X 0 0 0 LOREN CLARK SECRETARY 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 DARLA GUENZLER EXECUTIVE DIRECTOR 40.00 X 175403 0 19609 175403 0 19609 1 0 1 0 BOUTIN JONES INC 555 CAPITOL MALL SUITE 1500 SACRAMENTO CA 95814 LEGAL SERVICES 206155 RES-RLH WEST COAST LLC 2125 19TH STREET SUITE 200 SACRAMENTO CA 95814 LAND MANAGEMENT SERVICES 102994 2 1975796 46018 2021814 PROGRAM SERVICE FEES 900001 734863 734863 734863 2501539 2501539 47717110 45982503 1734607 1734607 1734607 9344 0 9344 9344 MISCELLANEOUS INCOME 900099 30706 30706 30706 7032873 765569 0 4245490 195012 130014 64998 524456 446917 77539 12663 11069 1594 72054 62653 8860 541 56367 44690 11587 90 310360 296965 2795 10600 48353 34312 9907 4134 581440 581440 104697 104675 22 35553 24345 11009 199 46243 24852 20170 1221 24577 19661 4424 492 25252 24125 1127 4398 4007 391 25566 20660 4648 258 LAND MANAGER MANAGEMENT 1323290 1323290 OAK IMPLEMENTATION EXPE 73000 73000 PROGRAM SERVICES 71296 71296 BAD DEBT EXPENSE 42253 42253 52089 27439 23912 738 3628919 2743970 866285 18664 304391 961538 309827 981968 3576746 3865797 58647 32471 229072 222818 10652 6254 88732659 101120465 7560054 8307928 100552976 115276421 303062 1283700 211309 86821 1321582 2460094 1835953 3830615 X 1078295 1974691 97638728 109471115 98717023 111445806 100552976 115276421 3403954 9422390 -97561 0 X X 0 1 X 1 0 X 8745727 2619538 2739251 137377 2021814 16263707 8745727 2619538 2739251 137377 2021814 16263707 16263707 2097551 2369356 1934616 2561490 2501539 11464552 30706 30706 27758965 2102188 0.58590 0.60970 X 0.63440 0.36560 SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2023 AMOUNT: $ 30,706. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 191 93060.00 0 0 0 1 1 11921.00 433263 93836015 1939105 12948811 3491009 105232922 108933206 634585 -14921103 810673 93836015 96426948 11583142 1978330 1055214 108933206 86903160 9473479 1914323 1864014 96426948 67381671 18838126 1540255 856892 86903160 0.00000 0.73100 0.26900 0 0 105650 105650 0 123422 117168 6254 6254 BLACKSTONE REIT 2390906 F STARWOOD REIT 2267208 F BLACKSTONE PRIVATE CREDIT FUND 2700633 F INVESTMENTS HELD FOR OTHERS 949181 F 8307928 MONTSERRATE ENFORCEMENT FUND LIABILITY 1510913 INVESTMENTS HELD FOR OTHERS 949181 2460094 X 15873823 9422390 9422390 6451433 581440 581440 7032873 3047479 0 3047479 581440 581440 3628919 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: CONSERVATION EASEMENTS ARE VALUED AT ZERO ON THE BALANCE SHEET. PART V, LINE 4: REVENUE FROM THE INVESTMENT OF ENDOWMENT FUNDS ARE USED FOR THE ONGOING STEWARDSHIP, MONITORING, MANAGEMENT, AND 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. X X X 0 0 0 0 0 0 0 0 0 DARLA GUENZLER EXECUTIVE DIRECTOR 175103 0 300 0 0 0 5262 0 14347 0 195012 0 0 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 THE COMPARABILITY DATA WAS IN A WRITTEN FORM AND SHARED WITH ALL BOARD MEMBERS IN 2016 AT THE TIME OF HIRE. NO RECORD WAS KEPT OF THE SUBSEQUENT DELIBERATIONS. DRAWING ON PUBLICALLY AVAILABLE FORM 990S OF SIMILAR ORGANIZATIONS IN CALIFORNIA, DATA WAS COLLECTED ON SEVERAL KEY FACTORS SUCH AS SALARY, ANNUAL BUDGET, ENDOWMENT SIZE, AND LAND HOLDINGS. THIS PROCESS WAS UNDERTAKEN IN 2016. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THESE DOCUMENTS ARE AVAILABLE FROM THE ADMINISTRATIVE OFFICES IN LINCOLN, CA UPON REQUEST. FORM 990, PART XII, LINE 2C WILDLIFE HERITAGE FOUNDATION 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