Civic Intelligence

Rancho Santa Fe Foundation

990 • Fiscal year 2017 • EIN 95-3709639

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 18, 2018

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

44th percentile

0.26x

Higher debt load relative to assets than 44% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

3.02x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

8th percentile

$172,009

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-16%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$120,228,312

Up $11,711,876 (+11%) from 2016

Net Assets

Up

$89,386,584

Up $5,884,221 (+7.0%) from 2016

Liabilities

Up

$30,841,728

Up $5,827,655 (+23%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin70th percentile

Revenue

Down

$10,209,119

Down $1,933,822 (-16%) from 2016

Expenses

Up

$9,013,147

Up $2,777,308 (+45%) from 2016

Net Income

Down

$1,195,972

Down $4,711,130 (-80%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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

2017

Assets$120,228,312
Liabilities$30,841,728
Net Assets$89,386,584
Open 2017 Filing

Operations Trend

Revenue Growth10th 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

2017

Revenue$10,209,119
Expenses$9,013,147
Net Income$1,195,972
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 18, 2018
Return Version
2017v2.3
Gross Receipts
$46,086,162
Mission and Program Overview

Mission

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

To be a comprehensive center for impactful philanthropy that inspires the joy of purposeful giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$78,650,130$87,762,269▲ $9,112,139
Pledges and Grants Receivable$3,805,442$828,736▼ $2,976,706
Cash and Non-Interest-Bearing Accounts$676,468$400,547▼ $275,921
Savings and Temporary Cash Investments$314,076$397,977▲ $83,901
Land, Buildings, and Equipment, Net$33,959$32,851▼ $1,108
Prepaid Expenses and Deferred Charges$4,812$4,100▼ $712
Total Assets$108,516,436$120,228,312▲ $11,711,876
Other Assets Total$25,031,549$30,801,832▲ $5,770,283
Liabilities
Escrow Account Liability$24,626,663$30,383,597▲ $5,756,934
Other Liabilities$360,093$371,838▲ $11,745
Grants Payable-$44,005-
Accounts Payable and Accrued Expenses$27,317$42,288▲ $14,971
Total Liabilities$25,014,073$30,841,728▲ $5,827,655
Net Assets / Fund Balance
Unrestricted Net Assets$36,472,380$39,959,519▲ $3,487,139
Permanently Rstr Net Assets$38,428,048$36,346,609▼ $2,081,439
Temporarily Rstr Net Assets$8,601,935$13,080,456▲ $4,478,521
Total Net Assets Fund Balance$83,502,363$89,386,584▲ $5,884,221
Total Liabilities and Net Assets / Fund Balance$108,516,436$120,228,312▲ $11,711,876

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,797$79,506$100,303
Leasehold Improvements$3,792$15,245$19,037
Other Land Buildings$8,262$3,089$11,351
Other Assets Org$418,235--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$42,379,808$-2,033,946▲ $5,639,547-$44,039,253
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
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina WilsonExecutive DirectorFT$157,000$15,009$172,009
Dan BealsControllerFT$101,200$5,068$106,268

Board Members and Trustees

NameTitle
Mark HolmlundChairman
Alyce AshcraftDirector
Bill DavidsonDirector
Bob StineDirector
Craig DadoDirector
David DownDirector
Donna WalkerDirector
Ed BlodgettDirector
Elaine DodgeDirector
Glenn OratzDirector
Gordon SwansonDirector
Kate WilliamsDirector
Lou MezzulloDirector
Mark PetrieDirector
Mike GregoireDirector
Paul ThielDirector
Paula PowersDirector
Robert VanoskyDirector
Stella LarsenDirector
Steve SimpsonDirector
Terry AtkinsonDirector
Kevin CrawfordSecretary
Daniel PlattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,611,223
Program Service Revenue
$221,684
Investment Income
$3,357,353
Other Revenue
$18,859
All Other Contributions
$6,611,223
Change in Net Assets
$1,195,972

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 Traded54$1,567,010Stock Quote
Total Noncash Contributions54$1,567,010-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,208,751
Revenue Not Reported on Financial Statements
$368
Revenue Not Reported on Form 990
$4,688,249
Other Revenue Adjustments
$368
Total Revenue per Audited Statements
$14,897,000
Total Revenue per Form 990
$10,209,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,003,275
Salaries, Compensation, and Employee Benefits$627,244
Other Expenses$382,628
Total Fundraising Expense$205,074
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,003,275--$8,003,275
Current Officers, Directors, Trustees, and Key Employees$51,693$173,082$53,502$278,277
Other Salaries and Wages$50,637$169,546$52,408$272,591
Occupancy$27,585$27,585$27,585$82,755
Fees for Services Accounting$1,237$40,105$1,281$42,623
Payroll Taxes$7,689$25,745$7,958$41,392
Advertising--$38,776$38,776
Fees for Services Legal-$35,470-$35,470
Information Technology$1,250$30,010-$31,260
Fees for Services Other$12,000$13,593-$25,593
Other Employee Benefits$4,659$15,601$4,822$25,082
Conferences and Meetings$8,919$10,619-$19,538
Office Expenses$5,975$5,978$5,975$17,928
Insurance$596$16,589$617$17,802
All Other Expenses$3,768$6,858$2,473$13,099
Depreciation Depletion-$10,566-$10,566
Pension Plan Contributions$1,839$6,159$1,904$9,902
Travel-$9,312-$9,312
Other Expenses$266$6,803$666$7,069
Interest$265$265$265$795
Total Functional Expenses$8,189,606$618,467$205,074$9,013,147

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,013,147
Expenses per Audited Statements$9,013,000
Total Expenses per Audited Statements$9,013,000
Expenses Not Reported on Financial Statements$147
Other Expense Adjustments$147
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scripps Health FoundationLa Jolla, CA501(c)(3)Hospitals$736,350
Jewish Community FoundationSan Diego, CA501(c)(3)Community Foundation$500,000
Miraglo FoundationLa Jolla, CA501(c)(3)Research$298,658
University of San Diego Hahn School of Nursing and Health ScienceSan Diego, CA501(c)(3)College/university$200,000
Reality ChangersSan Diego, CA501(c)(3)Youth Development$173,616
Csu San Marcos FoundationSan Marcos, CA501(c)(3)College/university$163,306
Uc San Diego FoundationLa Jolla, CA501(c)(3)College/university$152,705
College of the Holy CrossWorcester, MA501(c)(3)College/university$150,000
Public Service Law CorporationRiverside, CA501(c)(3)Legal$150,000
Dreams for ChangeSan Diego, CA501(c)(3)Food$139,600
Interfaith Community ServicesEscondido, CA501(c)(3)Basic Needs$125,700
Palomar College FoundationSan Marcos, CA501(c)(3)Community College$124,652
Mt Soledad Memorial AssociationLa Jolla, CA501(c)(3)Military$121,500
San Diego Botanic GardenEncinitas, CA501(c)(3)Botanic Gardens$111,000
American College of NutritionClearwater, FL501(c)(3)Research$100,000
CHILDREN'S DENTAL HEALTH ASSN OF SAN DIEGOSan Diego, CA501(c)(3)Dental Care$100,000
Nature & Culture InternationalDel Mar, CA501(c)(3)Environmental Conservation$100,000
Horizon Christian FellowshipRancho Santa Fe, CA501(c)(3)Worship$97,000
Ymca of San Diego CountySan Diego, CA501(c)(3)Community Development$91,500
University of San DiegoSan Diego, CA501(c)(3)College/university$80,530
The Elizabeth Hospice IncEscondido, CA501(c)(3)Hospice/palliative Care$79,042
Sanford-burnham Prebys Medical Discovery InstituteLa Jolla, CA501(c)(3)Research$77,000
Juvenile Diabetes Research Foundation-san DiegoSan Diego, CA501(c)(3)Research$75,400
Diabetes Research ConnectionDel Mar, CA501(c)(3)Research$74,000
Mainly MozartSan Diego, CA501(c)(3)Music$65,000
Lux Art InstituteEncinitas, CA501(c)(3)Visual Arts$63,500
Mary Star of the Sea Catholic ChurchLa Jolla, CA501(c)(3)Worship$60,000
Tree San DiegoSan Diego, CA501(c)(3)Environmental Conservation$60,000
A Step BeyondEscondido, CA501(c)(3)Youth Development$58,000
RADY CHILDREN'S HOSPITAL & HEALTH CENTERSan Diego, CA501(c)(3)Hospitals$55,530
Project Concern InternationalSan Diego, CA501(c)(3)Crime Prevention$55,000
Mingei International MuseumSan Diego, CA501(c)(3)Museum$51,000
Autism Tree Project FoundationSan Diego, CA501(c)(3)Mental Health$50,000
Boys and Girls Clubs of Austin & Travis CountiesAustin, TX501(c)(3)Youth Development$50,000
Catholic Action for Faith and FamilySan Diego, CA501(c)(3)Worship$50,000
Global Wellness InstituteMiami, FL501(c)(3)Research$50,000
Institute for Advanced Catholic StudiesLos Angeles, CA501(c)(3)Religious Studies$50,000
Noah Homes IncSpring Valley, CA501(c)(3)Housing/shelter$50,000
San Diego Brain Tumor FoundationSan Diego, CA501(c)(3)Research$50,000
Wikimedia Foundation IncWashington, DC501(c)(3)Education$50,000
Wounded Warrior HomesSan Marcos, CA501(c)(3)Housing/shelter$50,000
Nativity Prep AcademySan Diego, CA501(c)(3)K-12$49,000
San Diego Humane SocietySan Diego, CA501(c)(3)Animal Health$47,650
Village Community Presbyterian ChurchRancho Santa Fe, CA501(c)(3)Worship$46,090
St John SchoolEncinitas, CA501(c)(3)Education$46,000
North County LifelineVista, CA501(c)(3)Mental Health$45,000
La Jolla Music SocietyLa Jolla, CA501(c)(3)Music$44,000
San Elijo Lagoon ConservancyEncinitas, CA501(c)(3)Environmental Conservation$44,000
The Humane LeagueRockville, MD501(c)(3)Animal Health$41,000
Cosanti FoundationMayer, AZ501(c)(3)Environmental Conservation$40,000
Lightbridge Hospice Community FoundationSan Diego, CA501(c)(3)Hospice/palliative Care$39,000
Feeding San DiegoSan Diego, CA501(c)(3)Food$38,500
La Costa Canyon High School FoundationCarlsbad, CA501(c)(3)K-12$38,000
St Joseph AcademySan Marcos, CA501(c)(3)K-12$37,305
Emilio Nares FoundationSan Diego, CA501(c)(4)Medical Care$35,000
Leap to SuccessCarlsbad, CA501(c)(3)Mental Health$35,000
Northeastern UniversityBoston, MA501(c)(3)College/university$35,000
University of RochesterRochester, NY501(c)(3)College/university$35,000
World Outreach Ministries IncMarietta, GA501(c)(3)Worship$35,000
Retrievers and Friends of Southern CATemecula, CA501(c)(3)Animal Health$33,000
San Diego FoundationSan Diego, CA501(c)(3)Community Foundation$33,000
Monarch School ProjectSan Diego, CA501(c)(3)K-12$30,500
ST MICHAEL'S ABBEY PREPARATORY SCHOOLSilverado, CA501(c)(3)K-12$30,500
Kitchens for GoodSan Diego, CA501(c)(3)Training/study$30,000
Riverstone Residential Group Rescue Plan IncCharleston, SC501(c)(3)Disaster Relief$30,000
Rancho Santa Fe Seniors IncRancho Santa Fe, CA501(c)(3)Aging Services$29,708
Outreach Foundation of the Presbyterian ChurchFranklin, TN501(c)(3)Education$28,300
The Salvation Army - Sierra Del Mar RegionSan Diego, CA501(c)(3)Basic Needs$27,600
Arizona Community FoundationPhoenix, AZ501(c)(3)Community Foundation$26,631
Eternal Hope IncSpokane, WA501(c)(3)Economic Development$25,000
Iowa State University FoundationAmes, IA501(c)(3)College/university$25,000
Northern Arizona University FoundationFlagstaff, AZ501(c)(3)College/university$25,000
Seal ConservancyLa Jolla, CA501(c)(3)Animal Health$25,000
Stanford Graduate School of BusinessStanford, CA501(c)(3)College/university$25,000
The Grauer Foundation for EducationEncinitas, CA501(c)(3)K-12$25,000
Wave AcademySan Diego, CA501(c)(3)Medical Care$25,000
Heavenly Horse HavenAnza, CA501(c)(3)Animal Health$24,000
KpbsSan Diego, CA501(c)(3)Media/communications$23,200
Rancho Santa Fe AssociationRancho Santa Fe, CA501(c)(3)Historic Projects$22,905
Fellowship of Christian AthletesEncinitas, CA501(c)(3)Youth Development$22,000
Rancho Santa Fe Library GuildRancho Santa Fe, CA501(c)(3)Libraries$21,296
Promises 2 KidsSan Diego, CA501(c)(3)Prevention$21,250
American Red CrossWashington, DC501(c)(3)Disaster Relief$21,000
San Diego GrantmakersSan Diego, CA501(c)(3)Non Profit Effectiveness$21,000
Challenged Athletes FoundationSan Diego, CA501(c)(3)Inclusion$20,450
Foothill Country Day SchoolClaremont, CA501(c)(3)K-12$20,335
Wreaths Across AmericaColumbia Falls, ME501(c)(3)Military$20,036
Boys to Men Mentoring Network IncLa Mesa, CA501(c)(3)Youth Development$20,000
Central Texas Food Bank IncAustin, TX501(c)(3)Food$20,000
Mercy Chefs IncChesapeake, VA501(c)(3)Food$20,000
SAINT JOHN'S UNIVERSITYCollegeville, MN501(c)(3)College/university$20,000
St Vincent De Paul Village IncSan Diego, CA501(c)(3)Basic Needs$20,000
Teri IncOceanside, CA501(c)(3)Inclusion$20,000
The Kids CollegeSan Marcos, CA501(c)(3)K-12$20,000
Wells of Life IncMission Viejo, CA501(c)(3)Basic Needs$20,000
Workshops for WarriorsSan Diego, CA501(c)(3)Military$20,000
The Lyceum SchoolSouth Euclid, OH501(c)(3)K-12$19,500
St Augustine AcademyVentura, CA501(c)(3)K-12$19,000
Support the Enlisted ProjectSan Diego, CA501(c)(3)Military$19,000
Napa Valley Community FoundationNapa, CA501(c)(3)Disaster Relief$18,500
The Patriots InitiativeRancho Santa Fe, CA501(c)(3)Military$18,000
Pleasants County LibrarySt Marys, WV501(c)(3)Libraries$17,206
North Coast Presbyterian ChurchEncinitas, CA501(c)(3)Disaster Relief$17,000
Old Globe TheatreSan Diego, CA501(c)(3)Theatre$16,850
I Love a Clean San Diego County IncSan Diego, CA501(c)(3)Environmental Conservation$16,500
Face FoundationSan Diego, CA501(c)(3)Animal Health$16,250
Fellowship of Christian AthletesHuntington Beach, CA501(c)(3)Youth Development$15,250
San Diego Armed Services YmcaSan Diego, CA501(c)(3)Military$15,200
John F Kennedy Center for the Performing ArtsWashington, DC501(c)(3)Theatre$15,000
Salvation Army - National HeadquartersAlexandria, VA501(c)(3)Disaster Relief$15,000
The Scripps Research InstituteLa Jolla, CA501(c)(3)Research$15,000
Trees MatterPhoenix, AZ501(c)(3)Environmental Conservation$15,000
Umass Memorial FoundationShrewsbury, MA501(c)(3)Research$15,000
University of Southern CaliforniaLos Angeles, CA501(c)(3)College/university$14,400
North Coast Repertory TheatreSolana Beach, CA501(c)(3)Theatre$14,000
Omo Child FoundationEncinitas, CA501(c)(3)Basic Needs$14,000
Friends of the Cardiff-by-the-sea LibraryCardiff by the Sea, CA501(c)(3)Libraries$13,400
EdifySan Diego, CA501(c)(3)Education$13,000
Mission Edge San DiegoSan Diego, CA501(c)(3)Non Profit Effectiveness$13,000
Frank Lloyd Wright TrustChicago, IL501(c)(3)Historic Projects$12,500
SAMARITAN'S PURSEBoone, NC501(c)(3)Basic Needs$12,000
Southern CA Golden Retriever RescueLos Angeles, CA501(c)(3)Animal Health$12,000
Vision of Children FoundationSan Diego, CA501(c)(3)Vision Care$11,775
Pedal the Cause - San DiegoSan Diego, CA501(c)(3)Research$11,500
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Hospitals$11,000
Vista Community ClinicVista, CA501(c)(3)Medical Care$11,000
St Jeanne De Lestonnac SchoolTemecula, CA501(c)(3)K-12$10,665
Calvary Lutheran ChurchSolana Beach, CA501(c)(3)Worship$10,000
Cathedral Catholic High SchoolSan Diego, CA501(c)(3)K-12$10,000
Catholic Charities Diocese of San DiegoSan Diego, CA501(c)(3)Basic Needs$10,000
Cystinosis Research FoundationIrvine, CA501(c)(3)Research$10,000
Dream WeaversPoway, CA501(c)(3)Youth Development$10,000
Easter Seals Southern California IncSanta Ana, CA501(c)(3)Medical Care$10,000
Encinitas Coastal Rotary ClubEncinitas, CA501(c)(3)Philanthropy Promotion$10,000
Family Health Centers of San DiegoSan Diego, CA501(c)(3)Medical Care$10,000
Harvard Business SchoolBoston, MA501(c)(3)College/university$10,000
Heights SchoolPotomac, MD501(c)(3)K-12$10,000
Horses of Tir Na NogSan Diego, CA501(c)(3)Animal Health$10,000
Info Line of San Diego CountySan Diego, CA501(c)(3)Military$10,000
Insulin for Life USA IncGainesville, FL501(c)(3)Medical Care$10,000
Interfaith Shelter Network of San Diego CountySan Diego, CA501(c)(3)Housing/shelter$10,000
La Jolla Institute for Allergy & ImmunologyLa Jolla, CA501(c)(3)Research$10,000
La Jolla Rotary FoundationLa Jolla, CA501(c)(3)Philanthropy Promotion$10,000
Loyola Marymount UniversityLos Angeles, CA501(c)(3)College/university$10,000
Nvts Inc--rebootSan Diego, CA501(c)(3)Military$10,000
Raymond M Alf Museum of PaleontologyClaremont, CA501(c)(3)Museum$10,000
Samuel Lawrence FoundationDel Mar, CA501(c)(3)Public Policy$10,000
San Diego Calvary Korean ChurchSan Diego, CA501(c)(3)Worship$10,000
San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)Music$10,000
Scranton Memorial LibraryMadison, CT501(c)(3)Libraries$10,000
St Andrews Presbyterian ChurchNewport Beach, CA501(c)(3)Worship$10,000
The Clairvaux InstituteScranton, PA501(c)(3)K-12$10,000
The Refuge for DmstAustin, TX501(c)(3)Housing/shelter$10,000
University of Illinois FoundationUrbana, IL501(c)(3)College/university$10,000
Vet CtapVista, CA501(c)(3)Military$10,000
Just in Time for Foster YouthSan Diego, CA501(c)(3)Youth Development$9,500
Savvy Giving by DesignSan Diego, CA501(c)(3)Basic Needs$9,324
Greater Houston Community FoundationHouston, TX501(c)(3)Disaster Relief$9,250
Twelfth Step House of San DiegoSan Diego, CA501(c)(3)Military$9,155
First Liberty InstitutePlano, TX501(c)(3)Religious Freedom$9,000
Planned Parenthood of the Pacific SouthwestSan Diego, CA501(c)(3)Medical Care$9,000
Solana Beach Presbyterian ChurchSolana Beach, CA501(c)(3)Worship$9,000
Young Life - Inner City San DiegoSan Diego, CA501(c)(3)After School Programs$8,900
First Church of Christ ScientistRancho Santa Fe, CA501(c)(3)Religious Studies$8,027
Rancho Coastal Humane SocietyEncinitas, CA501(c)(3)Animal Health$8,000
San Diego Rescue MissionSan Diego, CA501(c)(3)Housing/shelter$7,900
The Campanile FoundationSan Diego, CA501(c)(3)College/university$7,600
Brightwood College - San DiegoSan Diego, CA501(c)(3)Community College$7,500
The Miracle League of San DiegoSolana Beach, CA501(c)(3)Inclusion$7,500
Operation Homefront-californiaSan Diego, CA501(c)(3)Basic Needs$7,300
United Through ReadingSan Diego, CA501(c)(3)Literacy$7,250
Boys & Girls Clubs of San Dieguito FoundationSolana Beach, CA501(c)(3)Youth Development$6,374
Future LegendsRancho Santa Fe, CA501(c)(3)Youth Development$6,122
Kraemer Endowment FoundationEl Cajon, CA501(c)(3)Inclusion$6,000
Presbyterian Church of the Big WoodKetchum, ID501(c)(3)Worship$6,000
ResponsibilitySan Ysidro, CA501(c)(3)Economic Development$6,000
Leadership InstituteArlington, VA501(c)(3)Leadership Programs$5,600
MAMA'S KITCHENSan Diego, CA501(c)(3)Food$5,530
World Foundation for Girl Guides & Girl Scouts IncIndianapolis, IN501(c)(3)Youth Development$5,500
Helen Woodward Animal CenterRancho Santa Fe, CA501(c)(3)Animal Health$5,200
Uc Santa Barbara FoundationSanta Barbara, CA501(c)(3)College/university$5,200
North Coast Christian Ministries IncEncinitas, CA501(c)(3)Basic Needs$5,100
American Academy of Pediatrics California Chapter 3San Diego, CA501(c)(3)Medical Care$5,000
Athletes Unlimited Newton Ma IncAuburndale, MA501(c)(3)Inclusion$5,000
Balboa Park ConservancySan Diego, CA501(c)(3)Environmental Conservation$5,000
Boston CollegeChestnut Hill, MA501(c)(3)College/university$5,000
Break Thru MinistriesEncinitas, CA501(c)(3)Mental Health$5,000
CHILDREN'S LITERACY FOUNDATIONWaterbury Center, VT501(c)(3)Literacy$5,000
Campus Crusade for ChristOrlando, FL501(c)(3)Religious Studies$5,000
Catholic Big Sisters and Big BrothersNew York, NY501(c)(3)Youth Development$5,000
Coastal Community FoundationEncinitas, CA501(c)(3)Community Foundation$5,000
Daybreak Community ChurchCarlsbad, CA501(c)(3)Worship$5,000
Epilepsy Foundation of San Diego CountySan Diego, CA501(c)(3)Research$5,000
Fraternity House IncEscondido, CA501(c)(3)Housing/shelter$5,000
Free Wheelchair MissionIrvine, CA501(c)(3)Inclusion$5,000
Global Education FundBoulder, CO501(c)(3)K-12$5,000
Healthnetwork Foundation IncChagrin Falls, OH501(c)(3)Medical Care$5,000
Heartbeat at 22Palm Desert, CA501(c)(3)Housing/shelter$5,000
La Costa Youth OrganizationCarlsbad, CA501(c)(3)Youth Development$5,000
La Jolla PlayhouseLa Jolla, CA501(c)(3)Theatre$5,000
La Jolla Symphony and ChorusLa Jolla, CA501(c)(3)Music$5,000
Maplewood Elementary SchoolPortland, OR501(c)(3)K-12$5,000
North County Health ServicesSan Marcos, CA501(c)(3)Medical Care$5,000
Pablove FoundationLos Angeles, CA501(c)(3)Research$5,000
Peninsula Soccer LeagueSan Diego, CA501(c)(3)Youth Development$5,000
Pro Kids the First Tee of San DiegoSan Diego, CA501(c)(3)Youth Development$5,000
Rancho Santa Fe Art GuildRancho Santa Fe, CA501(c)(4)Visual Arts$5,000
Resounding Joy IncSan Diego, CA501(c)(3)Mental Health$5,000
ST MADELEINE SOPHIE'S TRAINING CENTEREl Cajon, CA501(c)(3)Inclusion$5,000
Taking Control of Your DiabetesDel Mar, CA501(c)(3)Medical Care$5,000
The Cambridge SchoolSan Diego, CA501(c)(3)K-12$5,000
Tijuana Christian MissionSan Ysidro, CA501(c)(3)Basic Needs$5,000
Trustees of Boston UniversityBoston, MA501(c)(3)College/university$5,000
Voice of San DiegoSan Diego, CA501(c)(3)Media/communications$5,000
Yale UniversityNew Haven, CT501(c)(3)College/university$5,000
Youth With a Mission - San DiegobajaNational City, CA-Housing/shelter$5,000
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$371,838
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
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 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. 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
Executive Director
Phone
8587566557
Signed
2018-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina P Wilson
Formed
1981
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
7
Volunteers
30

Preparer

Firm
Cbiz Mhm LLC
Address
4722 N 24TH ST STE 300, PHOENIX, AZ 85016
Preparer
AMY A O'LOUGHLIN
Phone
6022646835
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreement 27,251. Change in value of contribution receivable -3,313,806.”

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 30,383,597 at december 31, 2017.”

PART V, LINE 4:

“To provide perpetual support for the operations and programs of various non-profit agencies throughout san diego county and beyond. In the current year, a change in value of a contribution receivable was recorded to reflect an amount that was no longer estimable. This adjustment is reflected in the negative contribution amount on line 1b.”

PART X, LINE 2:

“The foundation is exempt from income taxes under the current provisions of internal revenue code section 501(c)(3) and section 23701(d) of the california franchise tax code. The foundation, however, may be subject to tax on income which is not related to its exempt purpose. The foundation had no unrelated business income tax for the year ended december 31, 2017. At december 31, 2017, the federal statute of limitations remains open for 2014 through 2017 years. The statute of limitations for the state income tax returns remains open for the 2013 through 2017 years.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreement 27,251. Change in value of contribution receivable -3,313,806.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING 368.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING 147.”

Raw XML AppendixShowing 400 of 2,721 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/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt07327680
IRS990/GrantsPayableGrp/EOYAmt044005
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08003275
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08003275
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt037306281
IRS990/GrossReceiptsAmt046086162
IRS990/GrossRentsGrp/RealAmt02325
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt030010
IRS990/InformationTechnologyGrp/ProgramServicesAmt01250
IRS990/InformationTechnologyGrp/TotalAmt031260
IRS990/InsuranceGrp/FundraisingAmt0617
IRS990/InsuranceGrp/ManagementAndGeneralAmt016589
IRS990/InsuranceGrp/ProgramServicesAmt0596
IRS990/InsuranceGrp/TotalAmt017802
IRS990/InterestGrp/FundraisingAmt0265
IRS990/InterestGrp/ManagementAndGeneralAmt0265
IRS990/InterestGrp/ProgramServicesAmt0265
IRS990/InterestGrp/TotalAmt0795
IRS990/InvestmentIncomeGrp/ExclusionAmt01928115
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01928115
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt078650130
IRS990/InvestmentsPubTradedSecGrp/EOYAmt087762269
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt097840
IRS990/LandBldgEquipBasisNetGrp/BOYAmt033959
IRS990/LandBldgEquipBasisNetGrp/EOYAmt032851
IRS990/LandBldgEquipCostOrOtherBssAmt0130691
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt035877043
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONNECT DONORS WITH REGIONAL AND GLOBAL NEEDS THROUGH VISIONARY COMMUNITY LEADERSHIP, PERSONALIZED SERVICE AND EFFECTIVE GRANTMAKING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt083502363
IRS990/NetAssetsOrFundBalancesEOYAmt089386584
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01429238
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01429238
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02325
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02325
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07974804
IRS990/NoncashContributionsAmt01567010
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt027585
IRS990/OccupancyGrp/ManagementAndGeneralAmt027585
IRS990/OccupancyGrp/ProgramServicesAmt027585
IRS990/OccupancyGrp/TotalAmt082755
IRS990/OfficeExpensesGrp/FundraisingAmt05975
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05978
IRS990/OfficeExpensesGrp/ProgramServicesAmt05975
IRS990/OfficeExpensesGrp/TotalAmt017928
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt025031549
IRS990/OtherAssetsTotalGrp/EOYAmt030801832
IRS990/OtherChangesInNetAssetsAmt0-3286555
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04822
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015601
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04659
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025082
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1TELEPHONE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL/MAINT.
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt03482
IRS990/OtherExpensesGrp/FundraisingAmt13360
IRS990/OtherExpensesGrp/FundraisingAmt2666
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03483
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13360
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27738
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36803
IRS990/OtherExpensesGrp/ProgramServicesAmt03927
IRS990/OtherExpensesGrp/ProgramServicesAmt13360
IRS990/OtherExpensesGrp/ProgramServicesAmt2666
IRS990/OtherExpensesGrp/ProgramServicesAmt3266
IRS990/OtherExpensesGrp/TotalAmt010892
IRS990/OtherExpensesGrp/TotalAmt110080
IRS990/OtherExpensesGrp/TotalAmt29070
IRS990/OtherExpensesGrp/TotalAmt37069
IRS990/OtherLiabilitiesGrp/BOYAmt0360093
IRS990/OtherLiabilitiesGrp/EOYAmt0371838
IRS990/OtherRevenueMiscGrp/BusinessCd0900999
IRS990/OtherRevenueMiscGrp/BusinessCd1900999
IRS990/OtherRevenueMiscGrp/Desc0VILLAGE VIEWPOINTS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt03403
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013131
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013131
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13403
IRS990/OtherRevenueTotalAmt016534
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt052408
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0169546
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt050637
IRS990/OtherSalariesAndWagesGrp/TotalAmt0272591
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07958

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
$120,228,312
Liabilities
$30,841,728
Net assets
$89,386,584
Revenue
$10,209,119
Expenses
$9,013,147
Net income
$1,195,972
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
2017Detailed filing. Detailed filing data is available for this year.$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
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