Civic Intelligence

Rancho Santa Fe Foundation

990 • Fiscal year 2016 • EIN 95-3709639

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 03, 2017

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

39th percentile

0.23x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

2.06x

Higher debt load relative to revenue than 83% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Net Margin

93rd percentile

49%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

7th percentile

$164,499

Higher top officer pay than 7% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2016

Asset Growth

86th percentile

15%

Faster asset growth than 86% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-4.2%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$108,516,436

Up $13,883,157 (+15%) from 2015

Net Assets

Up

$83,502,363

Up $9,356,736 (+13%) from 2015

Liabilities

Up

$25,014,073

Up $4,526,421 (+22%) from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin93rd percentile

Revenue

Down

$12,142,941

Down $529,534 (-4.2%) from 2015

Expenses

Up

$6,235,839

Up $191,540 (+3.2%) from 2015

Net Income

Down

$5,907,102

Down $721,074 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2016

Assets$108,516,436
Liabilities$25,014,073
Net Assets$83,502,363
Open 2016 Filing

Operations Trend

Revenue Growth28th 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

2016

Revenue$12,142,941
Expenses$6,235,839
Net Income$5,907,102
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 3, 2017
Return Version
2016v3.0
Gross Receipts
$75,112,061
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$68,961,047$78,650,130▲ $9,689,083
Pledges and Grants Receivable$4,250,472$3,805,442▼ $445,030
Cash and Non-Interest-Bearing Accounts$708,840$676,468▼ $32,372
Savings and Temporary Cash Investments$181,126$314,076▲ $132,950
Land, Buildings, and Equipment, Net$35,942$33,959▼ $1,983
Prepaid Expenses and Deferred Charges$0$4,812▲ $4,812
Total Assets$94,633,279$108,516,436▲ $13,883,157
Other Assets Total$20,495,852$25,031,549▲ $4,535,697
Liabilities
Escrow Account Liability$20,079,942$24,626,663▲ $4,546,721
Other Liabilities$373,541$360,093▼ $13,448
Accounts Payable and Accrued Expenses$34,169$27,317▼ $6,852
Total Liabilities$20,487,652$25,014,073▲ $4,526,421
Net Assets / Fund Balance
Permanently Rstr Net Assets$36,107,060$38,428,048▲ $2,320,988
Unrestricted Net Assets$31,059,157$36,472,380▲ $5,413,223
Temporarily Rstr Net Assets$6,979,410$8,601,935▲ $1,622,525
Total Net Assets Fund Balance$74,145,627$83,502,363▲ $9,356,736
Total Liabilities and Net Assets / Fund Balance$94,633,279$108,516,436▲ $13,883,157

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,411$85,369$91,780
Leasehold Improvements$17,287-$17,287
Other Land Buildings$10,261$1,090$11,351
Other Assets Org$400,786--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$38,889,553$2,380,830▲ $2,662,388-$42,379,808
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
Compensation and Service Providers
Top Officer Pay7th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina WilsonExecutive DirectorFT$150,800$13,699$164,499

Board Members and Trustees

NameTitle
Mark HolmlundChairman
Bill RuhFormer Chairman
Alyce AshcraftDirector
Bill DavidsonDirector
Bob StineDirector
Constance LeviDirector
Craig DadoDirector
Daniel PlattDirector
David DownDirector
Donna WalkerDirector
Ed BlodgettDirector
Glenn OratzDirector
Gordon SwansonDirector
Jean FenleyDirector
Kate WilliamsDirector
Lou MezzulloDirector
Michael LobatzDirector
Mike GregoireDirector
Neil HokansonDirector
Paul ThielDirector
Paula PowersDirector
Steve SimpsonDirector
Terry AtkinsonDirector
Victoria HanlonDirector
Kevin CrawfordSecretary
Robert VanoskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,939,596
Program Service Revenue
$0
Investment Income
$1,997,724
Other Revenue
$205,621
All Other Contributions
$9,939,596
Change in Net Assets
$5,907,102

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 Traded60$2,157,632Fair Market Value (FMV)
Total Noncash Contributions60$2,157,632-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,142,941
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,449,633
Total Revenue per Audited Statements
$15,592,574
Total Revenue per Form 990
$12,142,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,353,725
Salaries, Compensation, and Employee Benefits$549,971
Other Expenses$332,143
Total Fundraising Expense$217,713
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,343,363--$5,343,363
Other Salaries and Wages$77,387$220,230$16,213$313,830
Current Officers, Directors, Trustees, and Key Employees$15,171$37,929$98,614$151,714
Occupancy$26,801$26,801$26,801$80,403
Other Employee Benefits$9,663$26,951$11,988$48,602
Fees for Services Accounting$1,424$42,465$1,767$45,656
Payroll Taxes$7,123$19,866$8,836$35,825
Information Technology-$23,217-$23,217
Office Expenses$7,190$6,351$6,350$19,891
Advertising--$19,467$19,467
Fees for Services Other-$18,828-$18,828
All Other Expenses$3,661$10,531$2,600$16,792
Fees for Services Legal-$16,487-$16,487
Insurance$660$13,431$819$14,910
Depreciation Depletion-$11,089-$11,089
Conferences and Meetings$6,502$1,681-$8,183
Other Expenses$3,729$7,881$3,729$7,881
Foreign Grants$7,100--$7,100
Travel-$5,923-$5,923
Grants to Domestic Individuals$3,262--$3,262
Interest$192$192$192$576
Total Functional Expenses$5,518,886$499,240$217,713$6,235,839

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,235,839
Total Expenses per Audited Statements$6,235,839
Total Expenses per Form 990$6,235,839
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$372,000
University of MichiganAnn Arbor, MI501(c)(3)College/university$195,000
University of San DiegoSan Diego, CA501(c)(3)College/university$194,410
Miraglo FoundationLa Jolla, CA501(c)(3)Research$150,000
Dreams for ChangeSan Diego, CA501(c)(3)Food$135,000
Sanford-burnham Prebys Medical Discovery InstituteLa Jolla, CA501(c)(3)Research$126,000
Food ForwardNorth Hollywood, CA501(c)(3)Food$120,000
Interfaith Community ServicesEscondido, CA501(c)(3)Food$112,500
Csu San Marcos FoundationSan Marcos, CA501(c)(3)College/university$112,489
Diabetes Research ConnectionDel Mar, CA501(c)(3)Research$110,000
Mt Soledad Memorial AssociationLa Jolla, CA501(c)(3)Military$106,000
San Diego Botanic GardenEncinitas, CA501(c)(3)Botanic Gardens$101,000
Rancho Santa Fe AssociationRancho Santa Fe, CA501(c)(4)Historic Projects$100,840
ST MADELEINE SOPHIE'S TRAINING CENTEREl Cajon, CA501(c)(3)Inclusion$100,000
Palomar College FoundationSan Marcos, CA501(c)(3)Community College$95,000
Monarch School ProjectSan Diego, CA501(c)(3)K-12$81,500
Scripps Health FoundationEncinitas, CA501(c)(3)Hospitals$80,034
Reality ChangersSan Diego, CA501(c)(3)Youth Development$72,730
Horizon Christian FellowshipRancho Santa Fe, CA501(c)(3)Worship$68,500
La Jolla Music SocietyLa Jolla, CA501(c)(3)Music$65,000
Mainly MozartSan Diego, CA501(c)(3)Music$65,000
Nature & Culture InternationalDel Mar, CA501(c)(3)Environmental Conservation$51,000
Arts-a Reason to Survive IncNational City, CA501(c)(3)After School Programs$50,000
Global Wellness InstituteMiami, FL501(c)(3)Research$50,000
Institute for Advanced Catholic StudiesLos Angeles, CA501(c)(3)Religious Studies$50,000
La Jolla Institute for Allergy & ImmunologyLa Jolla, CA501(c)(3)Research$50,000
Mingei International MuseumSan Diego, CA501(c)(3)Museum$50,000
Noah Homes IncSpring Valley, CA501(c)(3)Housing/shelter$50,000
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Hospitals$50,000
Sharp Healthcare FoundationSan Diego, CA501(c)(3)Hospitals$50,000
St John SchoolEncinitas, CA501(c)(3)Education$50,000
ST MICHAEL'S ABBEY PREPARATORY SCHOOLSilverado, CA501(c)(3)K-12$46,500
Foothill Country Day SchoolClaremont, CA501(c)(3)K-12$45,188
Tree San DiegoSan Diego, CA501(c)(3)Environmental Conservation$45,000
Emilio Nares FoundationSan Diego, CA501(c)(3)Medical Care$40,000
Loyola Marymount UniversityLos Angeles, CA501(c)(3)College/university$40,000
Boys and Girls Clubs of Austin & Travis CountiesAustin, TX501(c)(3)Youth Development$38,000
The Kids CollegeSan Marcos, CA501(c)(3)K-12$35,000
University of RochesterRochester, NY501(c)(3)College/university$35,000
Old Globe TheatreSan Diego, CA501(c)(3)Theatre$32,100
Rancho Santa Fe Seniors IncRancho Santa Fe, CA501(c)(3)Aging Services$31,414
North Coast Presbyterian ChurchEncinitas, CA501(c)(3)Worship$30,500
Africa Inland Mission International IncPeachtree City, GA501(c)(3)Basic Needs$30,000
Trees Water & PeopleFort Collins, CO501(c)(3)Environmental Conservation$30,000
Don Diego Scholarship FoundationDel Mar, CA501(c)(3)College/university$29,317
Segerstrom Center for the ArtsCosta Mesa, CA501(c)(3)Theatre$27,034
Feeding San DiegoSan Diego, CA501(c)(3)Food$27,000
The Lyceum SchoolSouth Euclid, OH501(c)(3)K-12$26,500
Art of ElanSan Diego, CA501(c)(3)Music$25,000
Balboa Park ConservancySan Diego, CA501(c)(3)Environmental Conservation$25,000
Eric Paredes Save a Life FoundationEl Cajon, CA501(c)(3)Prevention$25,000
Girls RisingSan Diego, CA501(c)(3)Youth Development$25,000
Grauer Foundation for EducationEncinitas, CA501(c)(3)K-12$25,000
San Diego Humane SocietySan Diego, CA501(c)(3)Animal Health$22,650
Workshops for WarriorsSan Diego, CA501(c)(3)Military$22,500
Tender Loving Canines Assistance DogsSolana Beach, CA501(c)(3)Inclusion$21,190
Rancho Santa Fe Library GuildRancho Santa Fe, CA501(c)(3)Libraries$21,109
Ymca of San Diego CountySan Diego, CA501(c)(3)Youth Development$20,700
Wreaths Across AmericaColumbia Falls, ME501(c)(3)Military$20,336
Central Texas Food Bank IncAustin, TX501(c)(3)Food$20,000
Fellowship of Christian AthletesVista, CA501(c)(3)Youth Development$20,000
Girl Scouts San Diego-imperial CouncilSan Diego, CA501(c)(3)Youth Development$20,000
Mira Costa College FoundationOceanside, CA501(c)(3)Community College$20,000
St Joseph AcademySan Marcos, CA501(c)(3)K-12$20,000
Sundara FundNew York, NY501(c)(3)Basic Needs$20,000
Teri IncOceanside, CA501(c)(3)Inclusion$20,000
The Outreach Foundation of the Presbyterian ChurchFranklin, TN501(c)(3)Basic Needs$20,000
Pleasants County LibrarySt Marys, WV501(c)(3)Libraries$18,182
KpbsSan Diego, CA501(c)(3)Media/communications$17,229
People for the Ethical Treatment of AnimalsNorfolk, VA501(c)(3)Animal Health$17,000
San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)Music$17,000
San Elijo Lagoon ConservancyEncinitas, CA501(c)(3)Environmental Conservation$17,000
WorldreaderorgSeattle, WA501(c)(3)Literacy$16,000
The Cambridge SchoolSan Diego, CA501(c)(3)K-12$15,300
All Hallows Catholic ChurchLa Jolla, CA501(c)(3)Worship$15,000
Camp Pendleton Armed Services YmcaCamp Pendleton, CA501(c)(3)Military$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
Info Line of San Diego CountySan Diego, CA501(c)(3)Community Development$15,000
La Jolla Rotary FoundationLa Jolla, CA501(c)(3)Philanthropy Promotion$15,000
St Jeanne De Lestonnac SchoolTemecula, CA501(c)(3)K-12$15,000
Taking Control of Your DiabetesDel Mar, CA501(c)(3)Medical Care$15,000
The John F Kennedy Center for the Performing ArtsWashington, DC501(c)(3)Theatre$15,000
Wisconsin Historical FoundationMadison, WI501(c)(3)Historic Societies$15,000
Boys & Girls Clubs of San DieguitoSolana Beach, CA501(c)(3)Youth Development$14,930
North Coast Repertory TheatreSolana Beach, CA501(c)(3)Theatre$14,500
University of Southern CaliforniaLos Angeles, CA501(c)(3)College/university$14,400
Vista Community ClinicVista, CA501(c)(3)Medical Care$13,247
Omo Child FoundationEncinitas, CA501(c)(3)Basic Needs$13,000
Support the Enlisted ProjectSan Diego, CA501(c)(3)Basic Needs$13,000
Friends of the Cardiff-by-the-sea LibraryCardiff by the Sea, CA501(c)(3)Libraries$12,400
Rancho Santa Fe Education FoundationRancho Santa Fe, CA501(c)(3)K-12$12,200
The Clairvaux InstituteScranton, PA501(c)(3)K-12$12,000
Stop CancerLos Angeles, CA501(c)(3)Research$11,000
Village Community Presbyterian ChurchRancho Santa Fe, CA501(c)(3)Worship$10,740
Vision of Children FoundationSan Diego, CA501(c)(3)Vision Care$10,600
RADY CHILDREN'S HOSPITAL & HEALTH CENTERSan Diego, CA501(c)(3)Hospitals$10,530
Uc San Diego FoundationLa Jolla, CA501(c)(3)College/university$10,300
Amigos De Los CaliforniosEscondido, CA501(c)(3)Dental Care$10,000
Arts Guild of Old Forge IncOld Forge, NY501(c)(3)Visual Arts$10,000
Big Brothers Big Sisters of San Diego CountySan Diego, CA501(c)(3)After School Programs$10,000
Boy Scouts of America San Diego - Imperial CouncilSan Diego, CA501(c)(3)Youth Development$10,000
Childhelp USA IncPhoenix, AZ501(c)(3)Prevention$10,000
Cornell UniversityIthaca, NY501(c)(3)College/university$10,000
Dream WeaversPoway, CA501(c)(3)Youth Development$10,000
Dress for Success San DiegoSan Diego, CA501(c)(3)Economic Development$10,000
Encinitas Coastal Rotary ClubEncinitas, CA501(c)(4)Basic Needs$10,000
Eternal Hope IncSpokane, WA501(c)(3)Economic Development$10,000
Friends of Western Washington County FirefightersForest Grove, OR501(c)(3)Disaster Relief$10,000
Namaste FoundationSan Francisco, CA501(c)(3)Economic Development$10,000
North County Health ServicesSan Marcos, CA501(c)(3)Medical Care$10,000
Pacific Ridge SchoolCarlsbad, CA501(c)(3)K-12$10,000
PaveSan Diego, CA501(c)(3)Military$10,000
San Diego Calvary Korean ChurchSan Diego, CA501(c)(3)Worship$10,000
San Juan Diego Catholic High SchoolAustin, TX501(c)(3)K-12$10,000
St Andrews Presbyterian ChurchNewport Beach, CA501(c)(3)Worship$10,000
The Navy Seal FoundationVirginia Beach, VA501(c)(3)Military$10,000
The Patriots InitiativeRancho Santa Fe, CA501(c)(3)Military$10,000
University of Illinois FoundationUrbana, IL501(c)(3)College/university$10,000
Wave AcademySan Diego, CA501(c)(3)Medical Care$10,000
Warrior Foundation-freedom StationSan Diego, CA501(c)(3)Military$9,200
Just in Time for Foster YouthSan Diego, CA501(c)(3)Youth Development$9,080
Juvenile Diabetes Research Foundation-san DiegoSan Diego, CA501(c)(3)Research$8,700
First Church of Christ ScientistRancho Santa Fe, CA501(c)(3)Religious Studies$8,090
North Coast Christian Ministries IncEncinitas, CA501(c)(3)Worship$7,600
The Campanile FoundationSan Diego, CA501(c)(3)College/university$7,600
Patchworks IncLouisville, CO501(c)(3)K-12$7,500
International Bipolar FoundationSan Diego, CA501(c)(3)Mental Health$7,000
Regents of the University of California BerkeleyBerkeley, CA501(c)(3)College/university$7,000
Young Life - Inner City San DiegoSan Diego, CA501(c)(3)After School Programs$7,000
Leukemia & Lymphoma SocietySan Diego, CA501(c)(3)Research$6,880
Rancho Coastal Humane SocietyEncinitas, CA501(c)(3)Animal Health$6,078
Presbyterian Church of the Big WoodKetchum, ID501(c)(3)Worship$6,000
Operation Homefront-californiaSan Diego, CA501(c)(3)Basic Needs$5,750
Lazarian World HomesOceanside, CA501(c)(3)Shelter$5,500
MAMA'S KITCHENSan Diego, CA501(c)(3)Food$5,500
ResponsibilitySan Ysidro, CA501(c)(3)Economic Development$5,500
Challenged Athletes FoundationSan Diego, CA501(c)(3)Inclusion$5,430
Abilities UnitedPalo Alto, CA501(c)(3)Inclusion$5,000
American Academy of Pediatrics California Chapter 3San Diego, CA501(c)(3)Medical Care$5,000
Arc of San DiegoSan Diego, CA501(c)(3)Inclusion$5,000
At the CrossroadsSan Francisco, CA501(c)(3)Youth Development$5,000
Boys to Men Mentoring Network IncLa Mesa, CA501(c)(3)Youth Development$5,000
Break Thru MinistriesEncinitas, CA501(c)(3)Mental Health$5,000
CHILDREN'S LITERACY FOUNDATIONWaterbury Center, VT501(c)(3)Literacy$5,000
Champion Ministries IncCastle Rock, CO501(c)(3)Youth Development$5,000
Coastal Community FoundationEncinitas, CA501(c)(3)Community Foundation$5,000
Discipleship Network of AmericaSignal Mountain, TN501(c)(3)Training/study$5,000
Encinitas Historical SocietyEncinitas, CA501(c)(3)Historic Societies$5,000
Escondido Education CompactEscondido, CA501(c)(3)Education$5,000
Face FoundationSan Diego, CA501(c)(3)Animal Health$5,000
First DescentsDenver, CO501(c)(3)Medical Care$5,000
Frank Lloyd Wright Building ConservancyChicago, IL501(c)(3)Environmental Conservation$5,000
Fraternity House IncEscondido, CA501(c)(3)Housing/shelter$5,000
Fuller Theological SeminaryPasadena, CA501(c)(3)Training/study$5,000
GEORGE G GLENNER ALZHEIMER'S FAMILY CENTERS INCSan Diego, CA501(c)(3)Nursing/assisted Living Homes$5,000
Helen Woodward Animal CenterRancho Santa Fe, CA501(c)(3)Animal Health$5,000
Homeboy IndustriesLos Angeles, CA501(c)(3)Crime Prevention$5,000
Honor FoundationSan Diego, CA501(c)(3)Military$5,000
Interfaith Shelter Network of San Diego CountySan Diego, CA501(c)(3)Housing/shelter$5,000
Kitchens for GoodSan Diego, CA501(c)(3)Food$5,000
Leap to SuccessCarlsbad, CA501(c)(3)Prevention$5,000
Lifelong Medical CareBerkeley, CA501(c)(3)Medical Care$5,000
Maplewood Elementary SchoolPortland, OR501(c)(3)K-12$5,000
Mission Edge San DiegoSan Diego, CA501(c)(3)Research$5,000
National Center for Science EducationOakland, CA501(c)(3)Public Policy$5,000
Northeast Wilderness TrustMontpelier, VT501(c)(3)Environmental Conservation$5,000
Pablove FoundationLos Angeles, CA501(c)(3)Research$5,000
Planned Parenthood Federation of AmericaNew York, NY501(c)(3)Prevention$5,000
San Diego Civic Youth BalletSan Diego, CA501(c)(3)Dance$5,000
Savvy Giving by DesignSan Diego, CA501(c)(3)Basic Needs$5,000
The Deacon John-grave Foundation IncMadison, CT501(c)(3)Historic Projects$5,000
The Diatribe FoundationSan Francisco, CA501(c)(3)Research$5,000
The Patton FoundationNew Hope, PA501(c)(3)Military$5,000
Tijuana Christian MissionSan Ysidro, CA501(c)(3)Basic Needs$5,000
Trustees of Boston UniversityBoston, MA501(c)(3)College/university$5,000
Via Veritas IncLookout Mountain, TN501(c)(3)Religious Studies$5,000
Voice of San DiegoSan Diego, CA501(c)(3)Media/communications$5,000
Waste NotScottsdale, AZ501(c)(3)Basic Needs$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$360,093
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 in response to a notice from the ca state board of equalization informing us that the "irrevocable dedication" clause in our original articles filed in 1981 no longer met statutory requirements.”

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

“All board memebers 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
2017-08-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina P Wilson
Formed
1981
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
26
Employees
7
Volunteers
38

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 241,405. Rounding 1.”

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 24,626,663 at december 31, 2016.”

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 241,405.”

Raw XML AppendixShowing 400 of 2,404 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/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTES PHILANTHROPY BY: ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITABLE PURPOSES, EXPLORING AND EVALUATING LOCAL CHARITABLE NEEDS, AND BUILDING ENDOWMENTS FOR CHARITABLE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt074145627
IRS990/NetAssetsOrFundBalancesEOYAmt083502363
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0156265
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0156265
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03208228
IRS990/NoncashContributionsAmt02157632
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt026801
IRS990/OccupancyGrp/ManagementAndGeneralAmt026801
IRS990/OccupancyGrp/ProgramServicesAmt026801
IRS990/OccupancyGrp/TotalAmt080403
IRS990/OfficeExpensesGrp/FundraisingAmt06350
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06351
IRS990/OfficeExpensesGrp/ProgramServicesAmt07190
IRS990/OfficeExpensesGrp/TotalAmt019891
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020495852
IRS990/OtherAssetsTotalGrp/EOYAmt025031549
IRS990/OtherChangesInNetAssetsAmt0241406
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011988
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026951
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09663
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048602
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1DONOR DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt05658
IRS990/OtherExpensesGrp/FundraisingAmt114679
IRS990/OtherExpensesGrp/FundraisingAmt23729
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05658
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13729
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27881
IRS990/OtherExpensesGrp/ProgramServicesAmt05658
IRS990/OtherExpensesGrp/ProgramServicesAmt13729
IRS990/OtherExpensesGrp/TotalAmt016974
IRS990/OtherExpensesGrp/TotalAmt114679
IRS990/OtherExpensesGrp/TotalAmt211187
IRS990/OtherExpensesGrp/TotalAmt37881
IRS990/OtherLiabilitiesGrp/BOYAmt0373541
IRS990/OtherLiabilitiesGrp/EOYAmt0360093
IRS990/OtherRevenueMiscGrp/BusinessCd0525920
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEE REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0205621
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0205621
IRS990/OtherRevenueTotalAmt0205621
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016213
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0220230
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt077387
IRS990/OtherSalariesAndWagesGrp/TotalAmt0313830
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$108,516,436
Liabilities
$25,014,073
Net assets
$83,502,363
Revenue
$12,142,941
Expenses
$6,235,839
Net income
$5,907,102
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
2016Detailed filing. Detailed filing data is available for this year.$109$25.0$83.5$12.1$6.24$5.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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