Civic Intelligence

Rancho Santa Fe Education Foundation

990 • Fiscal year 2023 • EIN 33-0787566

Jul 01, 2022 to Jun 30, 2023 • Filed on May 13, 2024

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

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

13th percentile

0.01x

Higher debt load relative to revenue than 13% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

53rd percentile

6.3%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-33%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$7,961,006

Up $471,372 (+6.3%) from 2022

Net Assets

Up

$7,952,470

Up $496,865 (+6.7%) from 2022

Liabilities

Down

$8,536

Down $25,493 (-75%) from 2022

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin72nd percentile

Revenue

Down

$1,188,481

Down $590,584 (-33%) from 2022

Expenses

Up

$988,918

Up $57,488 (+6.2%) from 2022

Net Income

Down

$199,563

Down $648,072 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$7,961,006
Liabilities$8,536
Net Assets$7,952,470
Open 2023 Filing

Operations Trend

Revenue Growth11th 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

2023

Revenue$1,188,481
Expenses$988,918
Net Income$199,563
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 13, 2024
Return Version
2022v5.0
Gross Receipts
$1,279,803
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
Pledges and Grants Receivable$757,492$1,177,591▲ $420,099
Savings and Temporary Cash Investments$371,071$353,475▼ $17,596
Cash and Non-Interest-Bearing Accounts$547,119$331,176▼ $215,943
Accounts Receivable$329$0▼ $329
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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,489,634$7,961,006▲ $471,372
Other Assets Total$5,813,623$6,098,764▲ $285,141
Liabilities
Accounts Payable and Accrued Expenses$20,993--
Deferred Revenue$13,036$8,536▼ $4,500
Total Liabilities$34,029$8,536▼ $25,493
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,571,115$7,276,355▲ $705,240
Net Assets Without Donor Restrictions$884,490$676,115▼ $208,375
Total Net Assets Fund Balance$7,455,605$7,952,470▲ $496,865
Total Liabilities and Net Assets / Fund Balance$7,489,634$7,961,006▲ $471,372
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Kate ButlerChairman
Todd BennettChairman
Ashley HaaseVice President
Chris BlattDirector
Courtney SvajianDirector
Diane SolomonDirector
Edna Munoz-lashDirector
Evan FaulknerDirector
Fatima GrismerDirector
Hillary BarberDirector
Jessica SwannDirector
Julie GuillaryDirector
Kameron ComstockDirector
Katherine WormmeesterDirector
Katie CrecionDirector
Kerry VinciDirector
Mike HelmsDirector
Mike MooreDirector
Monica MorelandSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$843,565
Program Service Revenue
$37,298
Investment Income
$166,209
Other Revenue
$141,409
All Other Contributions
$54,225
Change in Net Assets
$199,563

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
Real Estate Commercial1$29,000Fair Market Value (FMV)
Works of Art1$7,340Fair Market Value (FMV)
Other Non Cash Contri Table1$3,000Fair Market Value (FMV)
Food Inventory1$2,800Fair Market Value (FMV)
Total Noncash Contributions4$42,140-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,103,397
Revenue Not Reported on Financial Statements
$85,084
Revenue Not Reported on Form 990
$347,302
Other Revenue Adjustments
$55,897
Total Revenue per Audited Statements
$1,450,699
Total Revenue per Form 990
$1,188,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$827,883
Other Expenses$161,035
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$827,883--$827,883
Fees for Service Investment Mgmnt Fees-$29,187-$29,187
Fees for Services Accounting-$9,227-$9,227
Fees for Services Other-$8,538-$8,538
Information Technology-$5,123-$5,123
Advertising-$4,018-$4,018
Office Expenses-$1,579-$1,579
Other Expenses$1,035$5,326-$1,035
Total Functional Expenses$883,780$105,138$0$988,918

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$988,918
Total Expenses per Audited Statements$953,834
Expenses per Audited Statements$903,834
Expenses Not Reported on Financial Statements$85,084
Other Expense Adjustments$55,897
Expenses Not Reported on Form 990$50,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rancho Santa Fe School DistRnacho Santa Fe, CA-To Support and Enrich the Education$827,883
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$232,731
Fundraising Direct Expenses$91,322
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scholars Circle Event$782,000-$15,545-
Art Auction$178,602$171,262$32,806$138,456
Total Events$1,022,071$232,731$76,030$156,701
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
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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, Section A, Line 6

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

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
Kate Butler
Title
Chairman
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Butler
Formed
2007
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
15
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 V, Line 4: Intended uses of the endowment fund.

“The Endowment's purpose is to provide for long-term financial security for the Rancho Santa Fe School District.”

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

“Student program direct expenses $54862 spirit shop direct expenses $1035”

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

“Direct Student Program Expenses $54862 Spirit shop direct expenses $1035”

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

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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,961,006
Liabilities
$8,536
Net assets
$7,952,470
Revenue
$1,188,481
Expenses
$988,918
Net income
$199,563
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
Peer Organizations

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