Civic Intelligence

Rancho Santa Fe Education Foundation

990 • Fiscal year 2016 • EIN 33-0787566

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 25, 2017

Organization ProfileWWW.RSFEF.ORG
PO Box 809Rancho Santa Fe, CA 92067

(858) 756-1141

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

20th percentile

-4.5%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-18%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$6,536,176

Down $308,339 (-4.5%) from 2015

Net Assets

Down

$6,531,176

Down $313,339 (-4.6%) from 2015

Liabilities

Up

$5,000

Up $5,000 from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin13th percentile

Revenue

Down

$1,413,059

Down $312,234 (-18%) from 2015

Expenses

Up

$1,726,398

Up $417,025 (+32%) from 2015

Net Income

Down

-$313,339

Down $729,259 (-175%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $4,768,667Liabilities 2011: $21,255Net Assets 2011: $4,747,4122011Assets 2012: $4,907,457Liabilities 2012: $6,000Net Assets 2012: $4,901,4572012Assets 2013: $5,466,555Liabilities 2013: $15,900Net Assets 2013: $5,450,6552013Assets 2014: $6,611,706Liabilities 2014: $17,500Net Assets 2014: $6,594,2062014Assets 2015: $6,844,515Liabilities 2015: $0Net Assets 2015: $6,844,5152015Assets 2016: $6,536,176Liabilities 2016: $5,000Net Assets 2016: $6,531,1762016Assets 2017: $6,333,289Liabilities 2017: $508Net Assets 2017: $6,332,7812017Assets 2018: $6,551,209Liabilities 2018: $8,528Net Assets 2018: $6,542,6812018Assets 2019: $6,473,022Liabilities 2019: $11,668Net Assets 2019: $6,461,3542019Assets 2020: $6,454,052Liabilities 2020: $13,561Net Assets 2020: $6,440,4912020Assets 2021: $7,931,192Liabilities 2021: $11,882Net Assets 2021: $7,919,3102021Assets 2022: $7,489,634Liabilities 2022: $34,029Net Assets 2022: $7,455,6052022Assets 2023: $7,961,006Liabilities 2023: $8,536Net Assets 2023: $7,952,4702023Assets 2024: $8,231,716Liabilities 2024: $0Net Assets 2024: $8,231,7162024Assets 2025: $8,217,033Liabilities 2025: $0Net Assets 2025: $8,217,0332025

Highlighted filing

2016

Assets$6,536,176
Liabilities$5,000
Net Assets$6,531,176
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,067,5032011Expenses 2012: $1,063,2902012Expenses 2013: $1,087,7022013Revenue 2014: $1,959,623Expenses 2014: $1,244,001Net Income 2014: $715,6222014Revenue 2015: $1,725,293Expenses 2015: $1,309,373Net Income 2015: $415,9202015Revenue 2016: $1,413,059Expenses 2016: $1,726,398Net Income 2016: -$313,3392016Revenue 2017: $890,288Expenses 2017: $1,520,455Net Income 2017: -$630,1672017Revenue 2018: $2,068,728Expenses 2018: $1,386,524Net Income 2018: $682,2042018Revenue 2019: $1,075,675Expenses 2019: $1,268,498Net Income 2019: -$192,8232019Revenue 2020: $1,011,262Expenses 2020: $979,736Net Income 2020: $31,5262020Revenue 2021: $1,215,557Expenses 2021: $778,203Net Income 2021: $437,3542021Revenue 2022: $1,779,065Expenses 2022: $931,430Net Income 2022: $847,6352022Revenue 2023: $1,188,481Expenses 2023: $988,918Net Income 2023: $199,5632023Revenue 2024: $1,460,357Expenses 2024: $1,178,581Net Income 2024: $281,7762024Revenue 2025: $792,591Expenses 2025: $1,218,639Net Income 2025: -$426,0482025

Highlighted filing

2016

Revenue$1,413,059
Expenses$1,726,398
Net Income-$313,339
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 25, 2017
Return Version
2015v3.0
Gross Receipts
$1,467,260
Mission and Program Overview

Mission

The primary exempt purpose of the rancho santa fe education foundation is to support and enrich the educational program provided to students in the rancho santa fe school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,800,854$4,700,727▼ $100,127
Pledges and Grants Receivable$1,489,451$1,245,695▼ $243,756
Savings and Temporary Cash Investments$390,083$390,572▲ $489
Cash and Non-Interest-Bearing Accounts$164,127$112,863▼ $51,264
Prepaid Expenses and Deferred Charges-$1,500-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,844,515$6,536,176▼ $308,339
Other Assets Total-$84,819-
Liabilities
Accounts Payable and Accrued Expenses-$5,000-
Total Liabilities$0$5,000▲ $5,000
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,800,854$4,785,545▼ $15,309
Temporarily Rstr Net Assets$1,496,775$1,265,904▼ $230,871
Unrestricted Net Assets$546,886$479,727▼ $67,159
Total Net Assets Fund Balance$6,844,515$6,531,176▼ $313,339
Total Liabilities and Net Assets / Fund Balance$6,844,515$6,536,176▼ $308,339

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,800,854$96,230▲ $38,397-$4,785,545
2014$4,700,764-▲ $123,727-$4,800,854
2013$4,087,613-▲ $652,958$18,000$4,700,764
2012$3,650,397-▲ $456,447-$4,087,613
2011$3,671,311-▲ $16,931$20,000$3,650,397
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Alexia BregmanChairman
Alex CoeTrustee
Evan MalterTrustee
Glenn OratzTrustee
Jeff SymonTrustee
Katrina StaintonTrustee
Nannette KlecherTrustee
Shaunna KhanTrustee
Stacy ShahriTrustee
Stephanie SmithTrustee
Tom PowellTrustee
Kristin MossCFO
Jan ShakibaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,331,442
Program Service Revenue
$52,164
Investment Income
$38,886
Other Revenue
$-9,433
All Other Contributions
$1,287,478
Change in Net Assets
$-313,339

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$159,259Fair Market Value (FMV)
Other Non Cash Contri Table1$22,000Fair Market Value (FMV)
Other Non Cash Contri Table3$7,000Fair Market Value (FMV)
Total Noncash Contributions6$188,259-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,384,059
Revenue Not Reported on Financial Statements
$29,000
Other Revenue Adjustments
$29,000
Total Revenue per Audited Statements
$1,384,059
Total Revenue per Form 990
$1,413,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,426,659
Other Expenses$299,739
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,426,659--$1,426,659
Fees for Service Investment Mgmnt Fees-$23,277-$23,277
Fees for Services Accounting-$7,872-$7,872
Advertising-$3,712-$3,712
Insurance-$3,378-$3,378
Information Technology-$2,658-$2,658
Other Expenses$43,107$1,456-$1,456
Office Expenses-$1,308-$1,308
All Other Expenses-$1,066-$1,066
Total Functional Expenses$1,498,766$227,632$0$1,726,398

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,726,398
Expenses per Audited Statements$1,697,398
Total Expenses per Audited Statements$1,697,398
Expenses Not Reported on Financial Statements$29,000
Other Expense Adjustments$29,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rancho Santa Fe School DistRnacho Santa Fe, CA-To Support and Enrich the Education$1,426,659
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$54,201
Fundraising Gross Income$41,417
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Community Partners Program$33,790$25,167$25,167$0
Creative Kids Gallery$38,125$2,784$2,784$0
Total Events$85,381$41,417$54,201$-12,784
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Glenn oratz (rsfef trustee) and gabrielle oratz (rsfef trustee) are married. Lynn frank(rsfef trustee)and todd frank (school board member) are married.patrick ritto(rsfef trustee)and marti ritto (school board member) are married. Audrey buchner (rsfef trustee) and todd buchner (school board member) are married.”

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“Rancho santa fe education foundation (rsfef) decided to fold the rancho santa endowmentfund (47-1524546) back into the rsfef. The goal is to dissolve the entity by the end of 2016-17 school year. No assets were ever transferred to endowment fund.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Anybody who made contribution to the rancho santa fe education foundation aremember of the foundation.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is emailed to the chair and finance chair for feedback.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Trustees are required to fill out a disclosure questionnaire at the beginning of the term.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization makes its documents available upon request”

Filing and Contact Details

Filer

Filer Name
Rancho Santa Fe Education Foundation
EIN
33-0787566
Phone
8587561141
Address
PO BOX 809, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Kristin Moss
Title
CFO
Signed
2017-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kristin Moss
Formed
2007
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
73

Preparer

Firm
Wilkinson Hadley King & Co LLP
Address
218 W Douglas Ave, El Cajon, CA 92020
Preparer
Aubrey W King
Phone
6194476700
Supplemental Narrative

Additional Explanations

Schedule D Part XIII - Rec. of Revenue & Expenses Per Audited Fs

“Difference between the tax return and the audited financial statements, the foundation has received an in-kind contribution valued at $29,000, this was expense on the tax return but not reported on the audited financial statement.”

Financial Statement Notes

Part X : FIN48 Footnote

“The foundation follows provisions of uncertain tax positions as addressed in asc 958. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the income tax provision, when applicable.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“In-kind contribution $29000”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“$29000”

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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,536,176
Liabilities
$5,000
Net assets
$6,531,176
Revenue
$1,413,059
Expenses
$1,726,398
Net income
-$313,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.79$1.22$0.43
2024Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$1.46$1.18$0.28
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.01$7.95$1.19$0.99$0.20
2022Detailed filing. Detailed filing data is available for this year.$7.49$0.03$7.46$1.78$0.93$0.85
2021Detailed filing. Detailed filing data is available for this year.$7.93$0.01$7.92$1.22$0.78$0.44
2020Detailed filing. Detailed filing data is available for this year.$6.45$0.01$6.44$1.01$0.98$0.03
2019Detailed filing. Detailed filing data is available for this year.$6.47$0.01$6.46$1.08$1.27$0.19
2018Detailed filing. Detailed filing data is available for this year.$6.55$0.01$6.54$2.07$1.39$0.68
2017Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.89$1.52$0.63
2016Detailed filing. Detailed filing data is available for this year.$6.54$0.01$6.53$1.41$1.73$0.31
2015Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$1.73$1.31$0.42
2014Detailed filing. Detailed filing data is available for this year.$6.61$0.02$6.59$1.96$1.24$0.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.02$5.45$1.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.01$4.90$1.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.02$4.75$1.07