Civic Intelligence

Rancho Santa Fe Foundation

990 • Fiscal year 2015 • EIN 95-3709639

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

Organization ProfileWWW.RSFFOUNDATION.ORG

View Organization Page

PO Box 811Rancho Santa Fe, CA 92067

(858) 756-6557

Siviq Scores

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

Liabilities / Assets

40th percentile

0.22x

Higher debt load relative to assets than 40% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

1.62x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

13th percentile

$157,972

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

72nd percentile

7.6%

Faster asset growth than 72% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-7.4%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$94,633,279

Up $6,699,571 (+7.6%) from 2014

Net Assets

Up

$74,145,627

Up $2,574,161 (+3.6%) from 2014

Liabilities

Up

$20,487,652

Up $4,125,410 (+25%) from 2014

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin92nd percentile

Revenue

Down

$12,672,475

Down $1,018,480 (-7.4%) from 2014

Expenses

Down

$6,044,299

Down $2,070,139 (-26%) from 2014

Net Income

Up

$6,628,176

Up $1,051,659 (+19%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$200M$150M$100M$50M$0Assets 2011: $41,790,988Liabilities 2011: $11,409,524Net Assets 2011: $30,381,4642011Assets 2012: $59,385,312Liabilities 2012: $13,556,541Net Assets 2012: $45,828,7712012Assets 2013: $82,134,293Liabilities 2013: $16,417,902Net Assets 2013: $65,716,3912013Assets 2014: $87,933,708Liabilities 2014: $16,362,242Net Assets 2014: $71,571,4662014Assets 2015: $94,633,279Liabilities 2015: $20,487,652Net Assets 2015: $74,145,6272015Assets 2016: $108,516,436Liabilities 2016: $25,014,073Net Assets 2016: $83,502,3632016Assets 2017: $120,228,312Liabilities 2017: $30,841,728Net Assets 2017: $89,386,5842017Assets 2018: $116,573,152Liabilities 2018: $28,790,156Net Assets 2018: $87,782,9962018Assets 2019: $133,002,190Liabilities 2019: $36,063,706Net Assets 2019: $96,938,4842019Assets 2020: $147,599,725Liabilities 2020: $42,056,315Net Assets 2020: $105,543,4102020Assets 2021: $166,599,422Liabilities 2021: $49,462,725Net Assets 2021: $117,136,6972021Assets 2022: $146,635,800Liabilities 2022: $42,485,132Net Assets 2022: $104,150,6682022Assets 2023: $160,817,877Liabilities 2023: $45,980,732Net Assets 2023: $114,837,1452023Assets 2024: $188,678,612Liabilities 2024: $50,673,873Net Assets 2024: $138,004,7392024

Highlighted filing

2015

Assets$94,633,279
Liabilities$20,487,652
Net Assets$74,145,627
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $3,024,8022011Expenses 2012: $2,612,1132012Revenue 2013: $18,626,300Expenses 2013: $4,162,406Net Income 2013: $14,463,8942013Revenue 2014: $13,690,955Expenses 2014: $8,114,438Net Income 2014: $5,576,5172014Revenue 2015: $12,672,475Expenses 2015: $6,044,299Net Income 2015: $6,628,1762015Revenue 2016: $12,142,941Expenses 2016: $6,235,839Net Income 2016: $5,907,1022016Revenue 2017: $10,209,119Expenses 2017: $9,013,147Net Income 2017: $1,195,9722017Revenue 2018: $22,283,767Expenses 2018: $8,817,521Net Income 2018: $13,466,2462018Revenue 2019: $12,258,547Expenses 2019: $12,248,679Net Income 2019: $9,8682019Revenue 2020: $11,932,197Expenses 2020: $12,909,370Net Income 2020: -$977,1732020Revenue 2021: $22,283,277Expenses 2021: $13,322,003Net Income 2021: $8,961,2742021Revenue 2022: $17,178,237Expenses 2022: $11,048,947Net Income 2022: $6,129,2902022Revenue 2023: $15,000,167Expenses 2023: $12,906,142Net Income 2023: $2,094,0252023Revenue 2024: $33,756,679Expenses 2024: $15,943,875Net Income 2024: $17,812,8042024

Highlighted filing

2015

Revenue$12,672,475
Expenses$6,044,299
Net Income$6,628,176
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Gross Receipts
$43,761,539
Mission and Program Overview

Mission

To connect donors with regional and global needs through visionary community leadership, personalized service and effective grantmaking.

Promotes philanthropy by assisting donors to build assets for their chosen charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$65,501,460$68,961,047▲ $3,459,587
Pledges and Grants Receivable$5,369,204$4,250,472▼ $1,118,732
Cash and Non-Interest-Bearing Accounts$471,716$708,840▲ $237,124
Savings and Temporary Cash Investments$181,037$181,126▲ $89
Land, Buildings, and Equipment, Net$50,787$35,942▼ $14,845
Prepaid Expenses and Deferred Charges$10,230$0▼ $10,230
Total Assets$87,933,708$94,633,279▲ $6,699,571
Other Assets Total$16,349,274$20,495,852▲ $4,146,578
Liabilities
Escrow Account Liability$16,345,174$20,079,942▲ $3,734,768
Other Liabilities$0$373,541▲ $373,541
Accounts Payable and Accrued Expenses$17,068$34,169▲ $17,101
Total Liabilities$16,362,242$20,487,652▲ $4,125,410
Net Assets / Fund Balance
Permanently Rstr Net Assets$33,233,923$36,107,060▲ $2,873,137
Unrestricted Net Assets$31,886,128$31,059,157▼ $826,971
Temporarily Rstr Net Assets$6,451,415$6,979,410▲ $527,995
Total Net Assets Fund Balance$71,571,466$74,145,627▲ $2,574,161
Total Liabilities and Net Assets / Fund Balance$87,933,708$94,633,279▲ $6,699,571

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,560$74,280$90,840
Leasehold Improvements$17,287-$17,287
Other Land Buildings$2,095$12,550$14,645
Other Assets Org$411,810--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$37,595,624$2,882,950▼ $84,228-$38,889,553
2014$34,710,182$2,839,863▲ $1,641,657-$37,595,624
2013$22,438,964$10,539,492▲ $3,930,484-$34,710,182
2012$20,038,064$1,000,600▲ $1,733,387-$22,438,964
2011$9,677,077$10,923,662▼ $152,279-$20,038,064
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina WilsonExecutive DirectorFT$145,000$12,972$157,972

Board Members and Trustees

NameTitle
Bill RuhChairman
Alyce AshcraftDirector
Bill DavidsonDirector
Bob StineDirector
Constance LeviDirector
Craig DadoDirector
Daniel PlattDirector
David DownDirector
Donna WalkerDirector
Ed BlodgettDirector
Glenn OratzDirector
Gordon SwansonDirector
Jean FenleyDirector
John MajorDirector
Kate WilliamsDirector
Kevin CrawfordDirector
Mark HolmlundDirector
Michael LobatzDirector
Neil HokansonDirector
Paul ThielDirector
Paula PowersDirector
Rich CollatoDirector
Richard SappDirector
Steve SimpsonDirector
Terry AtkinsonDirector
Victoria HanlonDirector
Franci FreeSecretary
Robert VanoskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,963,723
Program Service Revenue
$0
Investment Income
$3,515,888
Other Revenue
$192,864
All Other Contributions
$8,963,723
Change in Net Assets
$6,628,176

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded25$1,363,268Fair Market Value (FMV)
Total Noncash Contributions25$1,363,268-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,672,475
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-4,054,015
Total Revenue per Audited Statements
$8,618,460
Total Revenue per Form 990
$12,672,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,227,463
Salaries, Compensation, and Employee Benefits$477,036
Other Expenses$339,800
Total Fundraising Expense$214,585
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,218,863--$5,218,863
Other Salaries and Wages$71,242$183,315$8,740$263,297
Current Officers, Directors, Trustees, and Key Employees$14,500$29,000$101,500$145,000
Occupancy$26,620$26,620$26,620$79,860
Other Employee Benefits$8,163$20,213$10,495$38,871
Fees for Services Accounting$1,386$35,231$1,782$38,399
Information Technology$712$35,076-$35,788
Payroll Taxes$6,272$15,532$8,064$29,868
Fees for Services Legal-$27,254-$27,254
Advertising--$25,137$25,137
Office Expenses$6,044$6,214$5,070$17,328
Other Expenses$4,035$4,035$4,035$12,105
Insurance$686$10,501$882$12,069
Depreciation Depletion-$11,812-$11,812
Foreign Grants$8,600--$8,600
Fees for Services Other-$8,259-$8,259
All Other Expenses$143$7,819-$7,962
Travel-$7,570-$7,570
Conferences and Meetings$6,172$380-$6,552
Interest$118$118$118$354
Total Functional Expenses$5,385,020$444,694$214,585$6,044,299

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,044,299
Total Expenses per Audited Statements$6,044,299
Total Expenses per Form 990$6,044,299
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scripps Health FoundationLa Jolla, CA501(c)(3)Hospitals$458,223
Integra CenterSan Diego, CA501(c)(3)Military$201,000
Compassion Over KillingWashington, DC501(c)(3)Animal Health$150,000
Kraemer Endowment FoundationEl Cajon, CA501(c)(3)Economic Development$135,000
Palomar College FoundationSan Marcos, CA501(c)(3)Community College$130,000
Interfaith Community ServicesEscondido, CA501(c)(3)Basic Needs$125,680
Village Community Presbyterian ChurchRancho Santa Fe, CA501(c)(3)Worship$125,568
St John SchoolEncinitas, CA501(c)(3)Education$120,000
Indiana UniversityIndianapolis, IN501(c)(3)College/university$115,420
Dreams for ChangeSan Diego, CA501(c)(3)Basic Needs$107,396
Mingei International MuseumSan Diego, CA501(c)(3)Museum$101,000
Miraglo FoundationLa Jolla, CA501(c)(3)Research$100,000
Mt Soledad Memorial AssociationLa Jolla, CA501(c)(3)Military$100,000
Emilio Nares FoundationSan Diego, CA501(c)(3)Medical Care$80,000
San Diego Botanic GardenEncinitas, CA501(c)(3)Botanic Gardens$67,000
Mainly MozartSan Diego, CA501(c)(3)Music$65,500
Horizon Christian FellowshipRancho Santa Fe, CA501(c)(3)Worship$63,000
Camp Pendleton Armed Services YmcaCamp Pendleton, CA501(c)(3)Military$56,000
A Step BeyondEscondido, CA501(c)(3)Youth Development$53,500
Church of the NativityRancho Santa Fe, CA501(c)(3)Worship$52,300
Iowa State University FoundationAmes, IA501(c)(3)College/university$51,000
Catholic Diocese of San DiegoSan Diego, CA501(c)(3)K-12$50,000
Diabetes Research ConnectionDel Mar, CA501(c)(3)Research$50,000
Global Wellness InstituteMiami, FL501(c)(3)Research$50,000
Institute for Advanced Catholic StudiesLos Angeles, CA501(c)(3)College/university$50,000
San Diego Rescue MissionSan Diego, CA501(c)(3)Housing/shelter$50,000
Sharp Healthcare FoundationSan Diego, CA501(c)(3)Hospitals$50,000
University of MichiganAnn Arbor, MI501(c)(3)College/university$50,000
La Jolla Music SocietyLa Jolla, CA501(c)(3)Music$48,000
Rancho Santa Fe AssociationRancho Santa Fe, CA501(c)(4)Historic Projects$46,317
San Diego Public Library FoundationSan Diego, CA501(c)(3)Libraries$45,000
Southern Caregiver Resource CenterSan Diego, CA501(c)(3)Mental Health$45,000
Veterans Association of North County (vanc)Oceanside, CA501(c)(3)Economic Development$43,000
American Red Cross San Diego-imperial Counties ChapterSan Diego, CA501(c)(3)Disaster Relief$40,000
Art of ElanSan Diego, CA501(c)(3)Music$40,000
Loyola Marymount UniversityLos Angeles, CA501(c)(3)College/university$40,000
Reality ChangersSan Diego, CA501(c)(3)Youth Development$39,000
Glad Tidings IndiaParadise, PA501(c)(3)Religious Studies$38,700
Monarch School ProjectSan Diego, CA501(c)(3)K-12$35,500
University of RochesterRochester, NY501(c)(3)College/university$35,000
Boys & Girls Clubs of San DieguitoSolana Beach, CA501(c)(3)Youth Development$34,287
University of San DiegoSan Diego, CA501(c)(3)College/university$32,705
Rancho Santa Fe Seniors IncRancho Santa Fe, CA501(c)(3)Aging Services$32,602
MAMA'S KITCHENSan Diego, CA501(c)(3)Food$31,500
California State University - San MarcosSan Marcos, CA501(c)(3)College/university$31,451
San Diego GrantmakersSan Diego, CA501(c)(3)Non Profit Effectiveness$31,000
The Cambridge SchoolSan Diego, CA501(c)(3)K-12$30,400
Patrons of the PradoSan Diego, CA501(c)(3)Museum$30,300
Uc San Diego FoundationLa Jolla, CA501(c)(3)College/university$30,290
Old Globe TheatreSan Diego, CA501(c)(3)Theatre$30,250
San Diego Book ProjectSan Diego, CA501(c)(3)Literacy$30,000
The Army Historical FoundationArlington, VA501(c)(3)Historic Societies$30,000
The Kids CollegeSan Marcos, CA501(c)(3)K-12$30,000
The Outreach Foundation of the Presbyterian ChurchFranklin, TN501(c)(3)Education$30,000
The Patriots InitiativeRancho Santa Fe, CA501(c)(3)Military$28,380
Just in Time for Foster YouthSan Diego, CA501(c)(3)Youth Development$28,300
Feeding America San DiegoSan Diego, CA501(c)(3)Food$26,000
Challenged Athletes FoundationSan Diego, CA501(c)(3)Inclusion$25,650
Boys and Girls Clubs of Austin & Travis CountiesAustin, TX501(c)(3)Youth Development$25,000
I Love a Clean San Diego County IncSan Diego, CA501(c)(3)Environmental Conservation$25,000
Northern Arizona University FoundationFlagstaff, AZ501(c)(3)College/university$25,000
Girl Scouts San Diego-imperial CouncilSan Diego, CA501(c)(3)Youth Development$24,000
Adrian Rea Literacy CenterAdrian, MI501(c)(3)Literacy$20,000
Capital Area Food Bank of Texas IncAustin, TX501(c)(3)Food$20,000
North Coast Presbyterian ChurchEncinitas, CA501(c)(3)Worship$20,000
Teri IncOceanside, CA501(c)(3)Inclusion$20,000
The Grauer Foundation for EducationEncinitas, CA501(c)(3)K-12$20,000
The Scripps Research InstituteLa Jolla, CA501(c)(3)Research$20,000
Victim Offender Reconciliation Program IncSan Diego, CA501(c)(3)Crime Prevention$20,000
West Lake Hills Presbyterian Church FoundationAustin, TX501(c)(3)Worship$20,000
Africa Inland Mission International IncPeachtree City, GA501(c)(3)Basic Needs$19,000
Rancho Santa Fe SchoolRancho Santa Fe, CAGovt AgencyK-12$18,982
Rancho Santa Fe Library GuildRancho Santa Fe, CA501(c)(3)Libraries$18,538
Pleasants County LibrarySt Marys, WV501(c)(3)Libraries$18,511
Workshops for WarriorsSan Diego, CA501(c)(3)Economic Development$17,500
Surfrider FoundationSan Clemente, CA501(c)(3)Environmental Conservation$15,500
Casa De AmistadSolana Beach, CA501(c)(3)Youth Development$15,000
Easter Seals Southern California IncSanta Ana, CA501(c)(3)Medical Care$15,000
Fellowship of Christian AthletesHuntington Beach, CA501(c)(3)Youth Development$15,000
San Diego Calvary Korean ChurchSan Diego, CA501(c)(3)Worship$15,000
Segerstrom Center for the ArtsCosta Mesa, CA501(c)(3)Theatre$15,000
Summerbridge San Diego IncSan Diego, CA501(c)(3)Science/tech/engineering/math$15,000
The Independence FundCharlotte, NC501(c)(3)Military$15,000
The Npr FoundationWashington, DC501(c)(3)Media/communications$15,000
Umass Memorial FoundationShrewsbury, MA501(c)(3)Research$15,000
Vista Community ClinicVista, CA501(c)(3)Youth Development$13,500
San Diego Food BankSan Diego, CA501(c)(3)Food$13,000
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Hospitals$12,680
Cure InternationalLemoyne, PA501(c)(3)Medical Care$12,500
Resounding JoySan Diego, CA501(c)(3)Mental Health$12,500
Support the Enlisted ProjectSan Diego, CA501(c)(3)Basic Needs$12,500
The Salvation Army - Sierra Del Mar RegionSan Diego, CA501(c)(3)Basic Needs$12,000
University of Southern CaliforniaLos Angeles, CA501(c)(3)College/university$12,000
Omo Child FoundationEncinitas, CA501(c)(3)Basic Needs$11,000
San Elijo Lagoon ConservancyEncinitas, CA501(c)(3)Environmental Conservation$10,500
Wreaths Across AmericaColumbia Falls, ME501(c)(3)Military$10,330
Abilities UnitedPalo Alto, CA501(c)(3)Inclusion$10,000
Banner Ministries IncSanta Ana, CA501(c)(3)Worship$10,000
Borrego Festivals FoundationBorrego Springs, CA501(c)(3)Community Development$10,000
Boy Scouts of America San Diego - Imperial CouncilSan Diego, CA501(c)(3)Youth Development$10,000
Carlsbad United Football ClubCarlsbad, CA501(c)(3)After School Programs$10,000
Central Oregon Veterans RanchBend, OR501(c)(3)Military$10,000
Cornell UniversityIthaca, NY501(c)(3)College/university$10,000
Dream WeaversPoway, CA501(c)(3)Youth Development$10,000
Girl Scouts of the USANew York, NY501(c)(3)After School Programs$10,000
Insulin for Life USA IncGainesville, FL501(c)(3)Medical Care$10,000
KIDS' TURN SAN DIEGOSan Diego, CA501(c)(3)Youth Development$10,000
Kaplan College - San DiegoSan Diego, CAPublic CorpCommunity College$10,000
Kipp Adelante Preparatory AcademySan Diego, CA501(c)(3)K-12$10,000
Leukemia & Lymphoma SocietySeattle, WA501(c)(3)Research$10,000
Northeastern UniversityBoston, MA501(c)(3)College/university$10,000
Orange County United WayIrvine, CA501(c)(3)Basic Needs$10,000
St Andrews Presbyterian ChurchNewport Beach, CA501(c)(3)Worship$10,000
The John F Kennedy Center for the Performing ArtsWashington, DC501(c)(3)Music$10,000
The Patton FoundationNew Hope, PA501(c)(3)Military$10,000
The Campanile FoundationSan Diego, CA501(c)(3)College/university$9,750
Wave AcademySan Diego, CA501(c)(3)Medical Care$9,600
KpbsSan Diego, CA501(c)(3)Media/communications$9,200
First Church of Christ ScientistRancho Santa Fe, CA501(c)(3)Religious Studies$7,895
Fellowship of Christian AthletesVista, CA501(c)(3)Youth Development$7,750
Balboa Park ConservancySan Diego, CA501(c)(3)Environmental Conservation$7,000
The Miracle League of San DiegoSolana Beach, CA501(c)(3)Inclusion$7,000
World Foundation for Girl Guides & Girl Scouts IncIndianapolis, IN501(c)(3)Youth Development$7,000
Young Life - Inner City San DiegoSan Diego, CA501(c)(3)After School Programs$7,000
North Coast Repertory TheatreSolana Beach, CA501(c)(3)Theatre$6,700
Dreamkeepers Project IncRancho Santa Fe, CA501(c)(3)Economic Development$6,500
New Haven Youth & Family ServicesVista, CA501(c)(3)Youth Development$6,500
San Diego FoundationSan Diego, CA501(c)(3)Community Foundation$6,500
Pacific Ridge SchoolCarlsbad, CA501(c)(3)K-12$6,000
Presbyterian Church of the Big WoodKetchum, ID501(c)(3)Worship$6,000
San Diego Second Chance ProgramSan Diego, CA501(c)(3)Economic Development$6,000
The Salisbury SchoolSalisbury, CT501(c)(3)K-12$6,000
ResponsibilitySan Ysidro, CA501(c)(3)Economic Development$5,700
Rancho Coastal Humane SocietyEncinitas, CA501(c)(3)Animal Health$5,474
Friends of the Cardiff-by-the-sea LibraryCardiff by the Sea, CA501(c)(3)Libraries$5,350
CHILDREN'S LITERACY FOUNDATIONWaterbury Center, VT501(c)(3)Literacy$5,000
Coast Youth FoundationSan Diego, CA501(c)(3)After School Programs$5,000
Coastal Community FoundationEncinitas, CA501(c)(3)Community Foundation$5,000
EdifySan Diego, CA501(c)(3)Economic Development$5,000
Face FoundationSan Diego, CA501(c)(3)Animal Health$5,000
Fraternity House IncEscondido, CA501(c)(3)Housing/shelter$5,000
Helen Woodward Animal CenterRancho Santa Fe, CA501(c)(3)Animal Health$5,000
Horses of Tir Na NogSan Diego, CA501(c)(3)Animal Health$5,000
Interfaith Shelter Network of San Diego CountySan Diego, CA501(c)(3)Housing/shelter$5,000
Missions DoorDenver, CO501(c)(3)Religious Studies$5,000
New York Blood Center IncNew York, NY501(c)(3)Medical Care$5,000
Nyu School of LawNew York, NY501(c)(3)College/university$5,000
Open Mind SchoolRedwood City, CA501(c)(3)K-12$5,000
Pablove FoundationLos Angeles, CA501(c)(3)Research$5,000
Plant With PurposeSan Diego, CA501(c)(3)Economic Development$5,000
Regents of the University of California RiversideRiverside, CA501(c)(3)College/university$5,000
ST GREGORY'S UNIVERSITYShawnee, OK501(c)(3)College/university$5,000
San Diego Social Venture PartnersSan Diego, CA501(c)(3)Non Profit Effectiveness$5,000
Sigma Phi Epsilon Educational FoundationRichmond, VA501(c)(3)College/university$5,000
The Madison FoundationMadison, CT501(c)(3)Visual Arts$5,000
Voice of San DiegoSan Diego, CA501(c)(3)Public Policy$5,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Crt$373,541
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 4

“Articles of incorporation were amended to allow rsff to conduct grants and to act as trustee under any trust incidental to the principal objects of the corporation.”

Form 990, Part VI, Section B, Line 11

“All board members are provided with a copy of the 990 via email prior to it's filing with the irs.”

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

“All board members must comply with all requirements of membership on the rancho santa fe foundation board of directors. Our conflict of interest policy is monitored primarily by having each board director execute a new conflict of interest agreement at the beginning of each calendar year so that the concept of 'conflict of interest' remains fresh in their minds. Beyond that, the board chairman will routinely ask board members to recuse themselves from voting on issues at meetings that would create a conflict of interest.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the executive director is set by the executive committee, based upon competitive salary data reviewed by the governance and nominating committee and the annual performance review conducted by the board chairman.”

Form 990, Part VI, Section C, Line 19

“Financial statements and tax returns are posted on the organization's website as well as the guidestar website. Hard copies of these documents as well as meeting minutes, other governing documents, and the conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rancho Santa Fe Foundation
EIN
95-3709639
Phone
8587566557
Address
PO BOX 811, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Christina P Wilson
Title
Exec. Director
Phone
8587566557
Signed
2016-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina P Wilson
Formed
1981
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
28
Employees
7
Volunteers
40

Preparer

Firm
Cbiz Mhm LLC
Address
10616 SCRIPPS SUMMIT COURT STE 100, SAN DIEGO, CA 92131
Preparer
Robert C Gellman
Phone
8587952000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in actuarial value of split interest agreements -288,382.”

FORM 990, PART XII, LINE 2C:

“There has been no change to the way that the audit committee or board of directors oversees the audit of its financial statements and selection of an independent auditor.”

Financial Statement Notes

PART II, LINE 9:

“The foundation holds title to a 22-acre parcel of undeveloped land in rancho santa fe which is to be held by the foundation in perpetuity as open space. The value of this parcel has not been included within the accompanying financial statements as the land has no recognizable value due to the nature of the restrictive circumstances under which it is held.”

PART IV, LINE 2B:

“The foundation receives contributions on behalf of unaffiliated not-for-profit agencies, which are not reflected in the foundation's statement of activites as they do not represent contributions to the foundation. The amounts due to the other agencies total 20,079,942 at december 31, 2015.”

PART V, LINE 4:

“To provide perpetual support for the operations and programs of various non-profit agencies throughout san diego county and beyond.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in actuarial value of split interest agreements -288,382.”

Raw XML AppendixShowing 400 of 2,209 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.

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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3765633
IRS990/NoncashContributionsAmt01363268
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt026620
IRS990/OccupancyGrp/ManagementAndGeneralAmt026620
IRS990/OccupancyGrp/ProgramServicesAmt026620
IRS990/OccupancyGrp/TotalAmt079860
IRS990/OfficeExpensesGrp/FundraisingAmt05070
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06214
IRS990/OfficeExpensesGrp/ProgramServicesAmt06044
IRS990/OfficeExpensesGrp/TotalAmt017328
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016349274
IRS990/OtherAssetsTotalGrp/EOYAmt020495852
IRS990/OtherChangesInNetAssetsAmt0-288382
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010495
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020213
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08163
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038871
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2DONOR DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt03688
IRS990/OtherExpensesGrp/FundraisingAmt14145
IRS990/OtherExpensesGrp/FundraisingAmt214309
IRS990/OtherExpensesGrp/FundraisingAmt34035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010902
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14843
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24035
IRS990/OtherExpensesGrp/ProgramServicesAmt06014
IRS990/OtherExpensesGrp/ProgramServicesAmt15450
IRS990/OtherExpensesGrp/ProgramServicesAmt24035
IRS990/OtherExpensesGrp/TotalAmt020604

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,633,279
Liabilities
$20,487,652
Net assets
$74,145,627
Revenue
$12,672,475
Expenses
$6,044,299
Net income
$6,628,176
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$189$50.7$138$33.8$15.9$17.8
2023Summary only. Only limited summary data is available for this year.$161$46.0$115$15.0$12.9$2.09
2022Summary only. Only limited summary data is available for this year.$147$42.5$104$17.2$11.0$6.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$49.5$117$22.3$13.3$8.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$42.1$106$11.9$12.9$0.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$36.1$96.9$12.3$12.2$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$28.8$87.8$22.3$8.82$13.5
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$30.8$89.4$10.2$9.01$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$25.0$83.5$12.1$6.24$5.91
2015Detailed filing. Detailed filing data is available for this year.$94.6$20.5$74.1$12.7$6.04$6.63
2014Detailed filing. Detailed filing data is available for this year.$87.9$16.4$71.6$13.7$8.11$5.58
2013Detailed filing. Detailed filing data is available for this year.$82.1$16.4$65.7$18.6$4.16$14.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.4$13.6$45.8$2.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$11.4$30.4$3.02