Civic Intelligence

Rancho Santa Fe Education Foundation

990 • Fiscal year 2017 • EIN 33-0787566

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

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

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

4th percentile

-71%

Higher net margin than 4% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

21st percentile

-3.1%

Faster asset growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-37%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$6,333,289

Down $202,887 (-3.1%) from 2016

Net Assets

Down

$6,332,781

Down $198,395 (-3.0%) from 2016

Liabilities

Down

$508

Down $4,492 (-90%) from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin4th percentile

Revenue

Down

$890,288

Down $522,771 (-37%) from 2016

Expenses

Down

$1,520,455

Down $205,943 (-12%) from 2016

Net Income

Down

-$630,167

Down $316,828 (-101%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2017

Assets$6,333,289
Liabilities$508
Net Assets$6,332,781
Open 2017 Filing

Operations Trend

Revenue Growth6th 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

2017

Revenue$890,288
Expenses$1,520,455
Net Income-$630,167
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$927,697
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$4,700,727$5,164,355▲ $463,628
Pledges and Grants Receivable$1,245,695$756,679▼ $489,016
Savings and Temporary Cash Investments$390,572$365,941▼ $24,631
Cash and Non-Interest-Bearing Accounts$112,863$35,922▼ $76,941
Accounts Receivable-$9,392-
Prepaid Expenses and Deferred Charges$1,500$1,000▼ $500
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$6,536,176$6,333,289▼ $202,887
Other Assets Total$84,819$0▼ $84,819
Liabilities
Accounts Payable and Accrued Expenses$5,000$508▼ $4,492
Total Liabilities$5,000$508▼ $4,492
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,785,545$5,164,355▲ $378,810
Temporarily Rstr Net Assets$1,265,904$756,679▼ $509,225
Unrestricted Net Assets$479,727$411,747▼ $67,980
Total Net Assets Fund Balance$6,531,176$6,332,781▼ $198,395
Total Liabilities and Net Assets / Fund Balance$6,536,176$6,333,289▼ $202,887

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,785,545-▲ $525,754-$5,164,355
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
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Tom PowellChairman
Amy JonesTrustee
Andy PollinTrustee
Beth VincikTrustee
Julie BuechlerTrustee
Katrina StaintonTrustee
Laing RikkersTrustee
Lea ParkTrustee
Nannette KlecherTrustee
Shaunna KahnTrustee
Stephanie SmithTrustee
Kristin MossCFO
Jan ShakibaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$627,270
Program Service Revenue
$63,167
Investment Income
$93,917
Other Revenue
$105,934
All Other Contributions
$627,270
Change in Net Assets
$-630,167

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 Table1$71,852Fair Market Value (FMV)
Total Noncash Contributions1$71,852-

Audited Revenue Reconciliation

Revenue per Audited Statements
$890,288
Revenue Not Reported on Form 990
$431,772
Total Revenue per Audited Statements
$1,322,060
Total Revenue per Form 990
$890,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,309,745
Other Expenses$210,710
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,309,745--$1,309,745
Fees for Service Investment Mgmnt Fees-$24,086-$24,086
Other Expenses$62,630$12,222-$12,222
Fees for Services Accounting-$7,858-$7,858
Advertising-$7,538-$7,538
Information Technology-$2,658-$2,658
Office Expenses-$2,380-$2,380
All Other Expenses$496$225-$721
Total Functional Expenses$1,422,871$97,584$0$1,520,455

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,520,455
Total Expenses per Audited Statements$1,520,455
Total Expenses per Form 990$1,520,455
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rancho Santa Fe School DistRnacho Santa Fe, CA-To Support and Enrich the Education$1,309,745
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$95,816
Fundraising Direct Expenses$37,409
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events Gross Income 15,000$95,816$95,816$37,409$58,407
Total Events$95,816$95,816$37,409$58,407
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
2018-05-15
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 Mann
Phone
6194476700
Supplemental Narrative

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.”

Raw XML AppendixShowing 400 of 614 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0508
IRS990/AccountsReceivableGrp/EOYAmt09392
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07538
IRS990/AdvertisingGrp/TotalAmt07538
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0627270
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0225
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0496
IRS990/AllOtherExpensesGrp/TotalAmt0721
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ALLISON OPPELTZ
IRS990/BooksInCareOfDetail/PhoneNum08587561141
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05927 LA GRANADA
IRS990/BooksInCareOfDetail/USAddress/CityNm0RANCHO SANTA FE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092067
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0112863
IRS990/CashNonInterestBearingGrp/EOYAmt035922
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0627270
IRS990/CYGrantsAndSimilarPaidAmt01309745
IRS990/CYInvestmentIncomeAmt093917
IRS990/CYOtherExpensesAmt0210710
IRS990/CYOtherRevenueAmt0105934
IRS990/CYProgramServiceRevenueAmt063167
IRS990/CYRevenuesLessExpensesAmt0-630167
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01520455
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0890288
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE RANCHO SANTA FE EDUCATION FOUNDATION PROVIDES THE RANCHO SANTA FE SCHOOL DISTRICT WITH A $1,309,745 GRANT, WHICH AMOUNTS TO 11% OF THEIR ANNUAL BUDGET. THESE FUNDS ARE USED TO PROVIDE SMALL CLASS SIZES, FOCUSED ACADEMICS AND ROBUST ENRICHMENT PROGRAMS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt01422871
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07858
IRS990/FeesForServicesAccountingGrp/TotalAmt07858
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt024086
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt024086
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHANIE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIE BUECHLER
IRS990/Form990PartVIISectionAGrp/PersonNm3LAING RIKKERS
IRS990/Form990PartVIISectionAGrp/PersonNm4KATRINA STAINTON
IRS990/Form990PartVIISectionAGrp/PersonNm5AMY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm6LEA PARK
IRS990/Form990PartVIISectionAGrp/PersonNm7BETH VINCIK
IRS990/Form990PartVIISectionAGrp/PersonNm8NANNETTE KLECHER
IRS990/Form990PartVIISectionAGrp/PersonNm9SHAUNNA KAHN
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDY POLLIN
IRS990/Form990PartVIISectionAGrp/PersonNm11KRISTIN MOSS
IRS990/Form990PartVIISectionAGrp/PersonNm12JAN SHAKIBA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt037409
IRS990/FundraisingGrossIncomeAmt095816
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01309745
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01309745
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0927697
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02658
IRS990/InformationTechnologyGrp/TotalAmt02658
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt093917
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt093917
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04700727
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05164355
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06531176
IRS990/NetAssetsOrFundBalancesEOYAmt06332781
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt058407
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0431772
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt071852
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02380
IRS990/OfficeExpensesGrp/TotalAmt02380
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt084819
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0IN-KIND EXPENSES
IRS990/OtherExpensesGrp/Desc1STUDENT PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021852
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118765
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212222
IRS990/OtherExpensesGrp/ProgramServicesAmt050000
IRS990/OtherExpensesGrp/ProgramServicesAmt162630
IRS990/OtherExpensesGrp/TotalAmt071852
IRS990/OtherExpensesGrp/TotalAmt162630
IRS990/OtherExpensesGrp/TotalAmt218765
IRS990/OtherExpensesGrp/TotalAmt312222
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt047527
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt047527
IRS990/OtherRevenueTotalAmt047527
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04785545
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05164355
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01245695
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0756679
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01000
IRS990/PrincipalOfficerNm0KRISTIN MOSS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt063167
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt063167
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01331442
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01426659
IRS990/PYInvestmentIncomeAmt038886
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0299739
IRS990/PYOtherRevenueAmt0-9433
IRS990/PYProgramServiceRevenueAmt052164
IRS990/PYRevenuesLessExpensesAmt0-313339
IRS990/PYTotalExpensesAmt01726398
IRS990/PYTotalRevenueAmt01413059
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-630167
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt063167
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0390572
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0365941
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0627270
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01331442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01373067
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01654547
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01150269
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06136595
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0525689
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038886
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0289893
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0225841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0161914
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01242223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt052164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07494
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt060268
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt033383
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0216476
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0525689
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038886
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0289893
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0225841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0161914
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01242223
IRS990ScheduleA/InvestmentIncomeCYPct00.16010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0105934
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0-9433
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt054839
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt018967
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0-4138
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0166169
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81850
IRS990ScheduleA/PublicSupportTotal509Amt06353071
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0690437
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01383606
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01380561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01714815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01183652
IRS990ScheduleA/Total509Grp/TotalAmt06353071
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01322060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01413059
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01725293
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01959623
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01341428
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07761463
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,333,289
Liabilities
$508
Net assets
$6,332,781
Revenue
$890,288
Expenses
$1,520,455
Net income
-$630,167
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