Civic Intelligence

Rancho Santa Fe Foundation

990 • Fiscal year 2019 • EIN 95-3709639

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 05, 2020

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

47th percentile

0.27x

Higher debt load relative to assets than 47% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

2.94x

Higher debt load relative to revenue than 86% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Net Margin

33rd percentile

0.1%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$208,704

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2019

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-45%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$133,002,190

Up $16,429,038 (+14%) from 2018

Net Assets

Up

$96,938,484

Up $9,155,488 (+10%) from 2018

Liabilities

Up

$36,063,706

Up $7,273,550 (+25%) from 2018

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin33rd percentile

Revenue

Down

$12,258,547

Down $10,025,220 (-45%) from 2018

Expenses

Up

$12,248,679

Up $3,431,158 (+39%) from 2018

Net Income

Down

$9,868

Down $13,456,378 (-100%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$133,002,190
Liabilities$36,063,706
Net Assets$96,938,484
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$12,258,547
Expenses$12,248,679
Net Income$9,868
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 5, 2020
Return Version
2019v5.1
Gross Receipts
$82,327,087
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$84,672,585$98,223,713▲ $13,551,128
Cash and Non-Interest-Bearing Accounts$1,559,521$630,468▼ $929,053
Savings and Temporary Cash Investments$485,270$550,696▲ $65,426
Pledges and Grants Receivable$1,045,478$334,214▼ $711,264
Land, Buildings, and Equipment, Net$25,988$27,770▲ $1,782
Prepaid Expenses and Deferred Charges$4,815$4,100▼ $715
Total Assets$116,573,152$133,002,190▲ $16,429,038
Other Assets Total$28,779,495$33,231,229▲ $4,451,734
Liabilities
Escrow Account Liability$28,422,979$32,825,536▲ $4,402,557
Grants Payable$0$2,816,356▲ $2,816,356
Other Liabilities$316,965$334,162▲ $17,197
Accounts Payable and Accrued Expenses$50,212$87,652▲ $37,440
Total Liabilities$28,790,156$36,063,706▲ $7,273,550
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$42,986,217$50,211,650▲ $7,225,433
Net Assets With Donor Restrictions$44,796,779$46,726,834▲ $1,930,055
Total Net Assets Fund Balance$87,782,996$96,938,484▲ $9,155,488
Total Liabilities and Net Assets / Fund Balance$116,573,152$133,002,190▲ $16,429,038

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,952$93,780$111,732
Leasehold Improvements$6,100$20,219$26,319
Other Land Buildings$3,718$7,633$11,351
Other Assets Org$25,441--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$39,806,244$143,614▲ $6,599,733-$41,770,562
2018$44,039,253$13,813▼ $2,254,721$6,847$39,806,244
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
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina WilsonPresident & CEOFT$194,816$13,888$208,704
Karen SprigleCOOFT$118,744$6,146$124,890
Dan BealsFinance DirectorPT$105,452$8,921$114,373

Board Members and Trustees

NameTitle
Bill DavidsonChairman
Alyce AshcraftDirector
Bob StineDirector
Denise StillingerDirector
Ed BlodgettDirector
Elaine DodgeDirector
Gordon SwansonDirector
Jane Allison AustinDirector
Ken LittleDirector
Kent FreundtDirector
Lou MezzulloDirector
Mark EmkjerDirector
Mark HolmlundDirector
Mark PetrieDirector
Matt MillerDirector
Mike GregoireDirector
Paula PowersDirector
Razia RichterDirector
Richard MontanoDirector
Ted ButzDirector
Terry AtkinsonDirector
Tom BuchholzDirector
Kevin CrawfordSecretary
Daniel PlattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,821,209
Program Service Revenue
$261,129
Investment Income
$5,161,546
Other Revenue
$14,663
All Other Contributions
$6,821,209
Change in Net Assets
$9,868

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 Traded44$1,496,855Stock Quote
Total Noncash Contributions44$1,496,855-

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,258,547
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$10,549,453
Total Revenue per Audited Statements
$22,808,000
Total Revenue per Form 990
$12,258,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,036,413
Salaries, Compensation, and Employee Benefits$766,708
Other Expenses$445,558
Total Fundraising Expense$294,006
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,036,413--$11,036,413
Current Officers, Directors, Trustees, and Key Employees$17,083$294,518$150,222$461,823
Other Salaries and Wages$105,493$80,554$45,844$231,891
Occupancy$29,541$29,541$29,541$88,623
Fees for Services Other$16,650$37,607-$54,257
Payroll Taxes$9,083$26,426$13,817$49,326
Conferences and Meetings$38,581$10,023-$48,604
Fees for Services Accounting$640$40,331$973$41,944
Information Technology$958$39,597-$40,555
Advertising--$29,313$29,313
Fees for Services Legal-$27,326-$27,326
Insurance$610$25,019$928$26,557
Office Expenses$5,487$4,651$4,651$14,789
Other Employee Benefits$6,588$5,354$2,782$14,724
All Other Expenses$1,626$7,644$1,420$10,690
Travel-$9,049-$9,049
Pension Plan Contributions$4,262$3,672$1,010$8,944
Depreciation Depletion-$8,506-$8,506
Other Expenses$418$4,043$1,643$4,461
Interest$142$142$142$426
Total Functional Expenses$11,287,307$667,366$294,006$12,248,679

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,274,000
Total Expenses per Form 990$12,248,679
Expenses per Audited Statements$12,248,660
Expenses Not Reported on Form 990$25,340
Expenses Not Reported on Financial Statements$19
Other Expense Adjustments$19
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scripps Health FoundationLa Jolla, CA501(c)(3)Hospitals$2,856,856
Uc San Diego FoundationLa Jolla, CA501(c)(3)College/university$516,500
University of San DiegoSan Diego, CA501(c)(3)College/university$297,500
All Hallows AcademyLa Jolla, CA501(c)(3)K-12$200,000
We CharityWilliamsville, NY501(c)(3)Economic Development$200,000
Humangood Foundation SouthGlendale, CA501(c)(3)Education$178,407
Church of Jesus Christ of Latter-day SaintsSalt Lake City, UT501(c)(3)Worship$175,403
Foundation for Animal Care and EducationSan Diego, CA501(c)(3)Animal Health$156,000
A Step BeyondEscondido, CA501(c)(3)Youth Development$151,500
Miraglo FoundationLa Jolla, CA501(c)(3)Research$150,000
Reality ChangersSan Diego, CA501(c)(3)Youth Development$129,700
Wells of Life IncIrvine, CA501(c)(3)Basic Needs$129,000
Public Service Law CorporationRiverside, CA501(c)(3)Legal$125,000
Zoological Society of San DiegoSan Diego, CA501(c)(3)Zoos$120,500
Hazelden Betty Ford FoundationSt Paul, MN501(c)(3)Substance Abuse$115,000
La Jolla Institute for Allergy & ImmunologyLa Jolla, CA501(c)(3)Research$110,000
The Old GlobeSan Diego, CA501(c)(3)Theatre$105,500
La Jolla Music SocietyLa Jolla, CA501(c)(3)Music$101,000
Mingei International IncSan Diego, CA501(c)(3)Museum$101,000
Leukemia & Lymphoma SocietySan Diego, CA501(c)(3)Research$100,900
Nativity Prep AcademySan Diego, CA501(c)(3)K-12$100,000
San Diego Biomedical Research InstituteSan Diego, CA501(c)(3)Research$100,000
San Diego Humane SocietySan Diego, CA501(c)(3)Animal Health$100,000
WindwalkersCarbondale, CO501(c)(3)Inclusion$100,000
Palomar College FoundationSan Marcos, CA501(c)(3)Community College$96,000
Teri IncOceanside, CA501(c)(3)Inclusion$85,000
Horizon Christian Fellowship Rancho Santa FeRancho Santa Fe, CA501(c)(3)Worship$82,000
Girl Scouts of the USANew York, NY501(c)(3)Youth Development$79,000
Ymca of San Diego CountySan Diego, CA501(c)(3)Youth Development$73,150
Whittier Institute for DiabetesSan Diego, CA501(c)(3)Media/communications$72,000
Vista Community ClinicVista, CA501(c)(3)Medical Care$70,500
Just in Time for Foster YouthSan Diego, CA501(c)(3)Youth Development$66,200
John F Kennedy Center for the Performing ArtsWashington, DC501(c)(3)Theatre$65,000
The Salvation Army San DiegoSan Diego, CA501(c)(3)Basic Needs$63,800
Global Wellness InstituteMiami, FL501(c)(3)Research$60,000
The Humane LeagueRockville, MD501(c)(3)Animal Health$60,000
The Kids CollegeSan Marcos, CA501(c)(3)K-12$56,000
College Area Pregnancy Services IncSan Diego, CA501(c)(3)WOMEN'S HEALTH$55,000
North County Lifeline IncOceanside, CA501(c)(3)Human Trafficking$54,567
World Vision IncFederal Way, WA501(c)(3)Basic Needs$54,500
North Coast Presbyterian ChurchEncinitas, CA501(c)(3)Worship$54,400
St Anthony High SchoolLong Beach, CA501(c)(3)K-12$53,000
Angels Foster Family NetworkSan Diego, CA501(c)(3)Housing/shelter$50,000
Free to ThriveSan Diego, CA501(c)(3)Human Trafficking$50,000
Kitchens for GoodSan Diego, CA501(c)(3)Food$50,000
North County Health Project IncSan Marcos, CA501(c)(3)Medical Care$50,000
Riding Empasizing Individual Needs and StrengthsBonsall, CA501(c)(3)Medical Care$50,000
Point Loma Nazarene UniversitySan Diego, CA501(c)(3)Human Trafficking$48,200
Challenged Athletes IncSan Diego, CA501(c)(3)Inclusion$47,050
St Joseph AcademySan Marcos, CA501(c)(3)K-12$45,028
Project Concern InternationalSan Diego, CA501(c)(3)Economic Development$41,375
La Costa Canyon High School Foundation IncCarlsbad, CA501(c)(3)K-12$39,000
Solana Beach Presbyterian ChurchSolana Beach, CA501(c)(3)Worship$38,125
Eternal Hope IncSpokane, WA501(c)(3)Economic Development$37,500
Support the Enlisted ProjectSan Diego, CA501(c)(3)Basic Needs$36,350
Worldreader OrgSeattle, WA501(c)(3)Literacy$36,250
Retrievers and Friends of Southern CA IncTemecula, CA501(c)(3)Animal Health$36,000
Voices for ChildrenSan Diego, CA501(c)(3)Legal$35,500
St Vincent De Paul Village IncSan Diego, CA501(c)(3)Basic Needs$35,365
Northeastern UniversityBoston, MA501(c)(3)College/university$35,000
Library Guild of Rancho Santa Fe IncRancho Santa Fe, CA501(c)(3)Libraries$34,047
Casa De Amistad Centro De EnsenanzaSolana Beach, CA501(c)(3)Youth Development$33,250
Cru Campus Crusade for ChristOrlando, FL501(c)(3)Religious Studies$33,200
Promises2kidsSan Diego, CA501(c)(3)Prevention$32,600
Wreaths Across AmericaColumbia Falls, ME501(c)(3)Military$32,555
Mukwano Christian InitiativesCarpentersville, IL501(c)(3)Worship$32,500
Art of LanSan Diego, CA501(c)(3)Music$30,000
Central Texas Food BankAustin, TX501(c)(3)Food$30,000
Heavenly Horse Haven IncAnza, CA501(c)(3)Animal Health$30,000
Leap to SuccessCarlsbad, CA501(c)(3)Mental Health$30,000
Rancho Santa Fe Seniors IncRancho Santa Fe, CA501(c)(3)Aging Services$29,688
Fellowship of Christian AthletesCarlsbad, CA501(c)(3)Youth Development$28,600
The LyceumSouth Euclid, OH501(c)(3)K-12$27,800
KpbsSan Diego, CA501(c)(3)Media/communications$26,600
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Hospitals$26,066
Village Community Presbyterian ChurchRancho Santa Fe, CA501(c)(3)Worship$25,700
La Jolla Rotary FoundationLa Jolla, CA501(c)(3)Philanthropy Promotion$25,500
Susan G Komen Breast Cancer FoundationSan Diego, CA501(c)(3)Research$25,400
St Jeanne De Lestonnac SchoolTemecula, CA501(c)(3)K-12$25,087
American Friends of Chicken Shed IncNew York, NY501(c)(3)Theatre$25,000
Boys and Girls Club of Vista IncVista, CA501(c)(3)After School Programs$25,000
CHILDREN'S LITERACY FOUNDATIONWaterbury Center, VT501(c)(3)Literacy$25,000
Fellowship of Catholic University StudentsDenver, CO501(c)(3)Worship$25,000
Heights SchoolPotomac, MD501(c)(3)K-12$25,000
Ocean Discovery InstituteSan Diego, CA501(c)(3)Environmental Conservation$25,000
The Grauer Foundation for EducationEncinitas, CA501(c)(3)K-12$25,000
Vision of ChildrenSan Diego, CA501(c)(3)Vision Care$24,600
Southern CA Golden Retriever RescueLos Angeles, CA501(c)(3)Animal Health$24,000
Community Resource CenterEncinitas, CA501(c)(3)Housing/shelter$23,605
Workshops for WarriorsSan Diego, CA501(c)(3)Military$22,500
St Augustine Academy IncVentura, CA501(c)(3)K-12$21,640
First Liberty InstitutePlano, TX501(c)(3)Religious Freedom$21,000
Foundation for Women WarriorsCarlsbad, CA501(c)(3)Basic Needs$21,000
San Diego Botanic GardenEncinitas, CA501(c)(3)Botanic Gardens$21,000
Alpha ProjectSan Diego, CA501(c)(3)Housing/shelter$20,000
Mercy Chefs IncPortsmouth, VA501(c)(3)Disaster Relief$20,000
ST JOHN'S UNIVERSITYCollegeville, MN501(c)(3)College/university$20,000
San Diego GrantmakersSan Diego, CA501(c)(3)Military$20,000
Foothill Country Day SchoolClaremont, CA501(c)(3)K-12$19,692
Segerstrom Center for the ArtsCosta Mesa, CA501(c)(3)Theatre$18,620
Network for GoodWashington, DC501(c)(3)Philanthropy Promotion$18,000
Girl Scouts San DiegoSan Diego, CA501(c)(3)Youth Development$17,750
Wounded Warrior HomesSan Marcos, CA501(c)(3)Housing/shelter$17,500
Interfaith Community ServicesEscondido, CA501(c)(3)Basic Needs$17,000
Theatre ForwardNew York, NY501(c)(3)Theatre$16,500
Salk Institute for Biological StudiesLa Jolla, CA501(c)(3)Research$16,250
Monarch SchoolSan Diego, CA501(c)(3)K-12$16,000
The San Diego FoundationSan Diego, CA501(c)(3)Community Foundation$16,000
Future Legends Scholarship FundRancho Santa Fe, CA501(c)(3)Youth Development$15,950
Pleasants County LibrarySt Marys, WV501(c)(3)Libraries$15,700
Casa De AmparoSan Marcos, CA501(c)(3)Housing/shelter$15,600
Cathedral Catholic High SchoolSan Diego, CA501(c)(3)K-12$15,000
Easter Seals Southern California IncIrvine, CA501(c)(3)Medical Care$15,000
Jacobs & Cushman San Diego Food BankSan Diego, CA501(c)(3)Food$15,000
San Diego Second Chance ProgramSan Diego, CA501(c)(3)Economic Development$15,000
The Independence FundCharlotte, NC501(c)(3)Military$15,000
WOMEN'S RESOURCE CENTEROceanside, CA501(c)(3)Housing/shelter$15,000
Friends of the Cardiff-by-the-sea LibraryCardiff by the Sea, CA501(c)(3)Libraries$14,987
Mainly MozartSan Diego, CA501(c)(3)Music$14,900
Bilateral Safety Corridor CoalitionNational City, CA501(c)(3)Human Trafficking$14,375
Padres Pedal the CauseSan Diego, CA501(c)(4)Research$13,100
Social Advocates for Youth San DiegoSan Diego, CA501(c)(3)Community Development$13,000
THE BISHOP'S SCHOOLLa Jolla, CA501(c)(3)K-12$13,000
The Campanile FoundationSan Diego, CA501(c)(3)College/university$13,000
Bitter Root Humane AssociationHamilton, MT501(c)(3)Animal Health$12,500
Greyhound Adoption CenterLa Mesa, CA501(c)(3)Animal Health$12,000
San Diego Rescue Mission IncSan Diego, CA501(c)(3)Housing/shelter$11,400
United Through ReadingSan Diego, CA501(c)(3)Literacy$11,250
Rolf Benirschke Legacy FoundationDel Mar, CA501(c)(3)Philanthropy Promotion$11,000
Scripps Health FoundationEncinitas, CA501(c)(3)Hospitals$10,500
Balboa Park ConservancySan Diego, CA501(c)(3)Environmental Conservation$10,000
Barbara Bush Foundation for Family LiteracyTallahassee, FL501(c)(3)Literacy$10,000
Best Friends Animal SocietyKanab, UT501(c)(3)Animal Health$10,000
Boys and Girls Clubs of the Austin AreaAustin, TX501(c)(3)Youth Development$10,000
California Western School of LawSan Diego, CA501(c)(3)Civil Rights$10,000
Classics 4 KidsSan Diego, CA501(c)(3)Music$10,000
Coastal Roots FarmEncinitas, CA501(c)(3)Food$10,000
Community for Childrens JusticePark City, UT501(c)(3)Legal$10,000
Downtown Dog RescuePasadena, CA501(c)(3)Animal Health$10,000
Encinitas Coastal Rotary ClubEncinitas, CA501(c)(4)Philanthropy Promotion$10,000
Fellowship of Christian AthletesHuntington Beach, CA501(c)(3)Youth Development$10,000
Fellowship of Christian Athletes - Greater AustinHorseshoe Bay, TX501(c)(3)Youth Development$10,000
Girls RisingSan Diego, CA501(c)(3)Youth Development$10,000
Insulin for Life USA IncGainesville, FL501(c)(3)Medical Care$10,000
Intervarsity Christian Fellowship - USAMadison, WI501(c)(3)Worship$10,000
Last Chance at LifeOceanside, CA501(c)(3)Animal Health$10,000
Leadership InstituteArlington, VA501(c)(3)Public Policy$10,000
MOTHERS' MILK BANK OF MONTANAMissoula, MT501(c)(3)Food$10,000
Madison Abc Program IncMadison, CT501(c)(3)Education$10,000
Missions IncPlymouth, MN501(c)(3)Basic Needs$10,000
National Psoriasis FoundationPortland, OR501(c)(3)Research$10,000
Precious Life Shelter IncLos Alamitos, CA501(c)(3)Housing/shelter$10,000
ST MADELEINE SOPHIE'S TRAINING CENTEREl Cajon, CA501(c)(3)Inclusion$10,000
San Diego Calvary Korean ChurchSan Diego, CA501(c)(3)Worship$10,000
St Catherine UniversitySt Paul, MN501(c)(3)College/university$10,000
St John SchoolEncinitas, CA501(c)(3)Education$10,000
The Bucket List Project FoundationLong Beach, CA501(c)(3)Philanthropy Promotion$10,000
The Church at Rancho BernardoSan Diego, CA501(c)(3)Worship$10,000
The Texas 20Austin, TX501(c)(3)Human Trafficking$10,000
The Umass Memorial Foundation IncShrewsbury, MA501(c)(3)Research$10,000
Upstate Warrior SolutionGreenville, SC501(c)(3)Military$10,000
Pacific Ridge SchoolCarlsbad, CA501(c)(3)K-12$9,526
Imprint Changing Tomorrow TodayCarlsbad, CA501(c)(3)Worship$9,400
Young Life - Rancho Del SolSolana Beach, CA501(c)(3)After School Programs$9,400
Portland Public SchoolsPortland, OR501(c)(3)K-12$9,000
Jammat Housing and Community Development CorporationProvidence, RI501(c)(3)Pre-school$8,760
William D Lynch Foundation for ChildrenRancho Santa Fe, CA501(c)(3)Human Trafficking$8,500
North Coast Repertory TheatreSolana Beach, CA501(c)(3)Theatre$8,350
First Church of Christ ScientistRancho Santa Fe, CA501(c)(3)Religious Studies$8,040
Raymond M Alf MuseumClaremont, CA501(c)(3)Museum$7,900
Santa Fe Christian SchoolsSolana Beach, CA501(c)(3)K-12$7,864
Elementary Institute of ScienceSan Diego, CA501(c)(3)Science/tech/engineering/math$7,758
San Dieguito River Valley Land ConservancySan Diego, CA501(c)(3)Environmental Conservation$7,700
Miracle BabiesSan Diego, CA501(c)(3)Medical Care$7,640
A Way OutAspen, CO501(c)(3)Substance Abuse$7,500
Big Brothers Big Sisters of San Diego CountySan Diego, CA501(c)(3)After School Programs$7,500
Epiphany Prep School of San Diego IncEscondido, CA501(c)(3)K-12$7,500
Massachusetts Institute of TechnologyCambridge, MA501(c)(3)College/university$7,500
Miqlat IncCampo, CA501(c)(3)Basic Needs$7,200
EdifySan Diego, CA501(c)(3)Education$7,000
Friends of San Pasqual Academy IncRancho Santa Fe, CA501(c)(3)Youth Development$7,000
Pro Kids the First Tee of San DiegoSan Diego, CA501(c)(3)Youth Development$7,000
Shelter to Soldier IncSan Diego, CA501(c)(3)Military$7,000
Helen Woodward Animal CenterRancho Santa Fe, CA501(c)(3)Animal Health$6,860
North Coast Christian Ministries IncEncinitas, CA501(c)(3)Basic Needs$6,850
Boys & Girls Clubs of San Dieguito FoundationSolana Beach, CA501(c)(3)Youth Development$6,381
San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)Music$6,100
Build a MiracleSan Diego, CA501(c)(3)Housing/shelter$6,000
Choc FoundationOrange, CA501(c)(3)Hospitals$6,000
Powell Gardens IncKingsville, MO501(c)(3)Botanic Gardens$6,000
Presbyterian Church of Big WoodKetchum, ID501(c)(3)Worship$6,000
Rotary Foundation of Rotary InternationalEvanston, IL501(c)(3)Community Development$6,000
San Diego Social Venture PartnersSan Diego, CA501(c)(3)Non Profit Effectiveness$6,000
Oceanside Museum of ArtOceanside, CA501(c)(3)Visual Arts$5,600
San Diego Center for ChildrenSan Diego, CA501(c)(3)Mental Health$5,566
American Heart Association Inc - San Diego DivisionLa Jolla, CA501(c)(3)Research$5,500
Arts Guild of Old Forge IncOld Forge, NY501(c)(3)Visual Arts$5,400
ResponsibilitySan Ysidro, CA501(c)(3)Education$5,200
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$334,162
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed by the executive director for accuracy and completeness. A full filing copy was provided electronically to all the board members prior to filing.”

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. Annually a request is made for members of governance and management to complete the foundation's interested persons questionnaire. Beyond the interested persons questionnaire, the board chairman will routinely ask board members to recuse themselves from voting on issues at meeting that would create a conflict of interest.”

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

“The compensation of the ceo and finance director is set by the executive committee, based upon competitive salary data reviewed by the governance & 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, articles of incorporation, bylaws 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
President & CEO
Phone
8587566557
Signed
2020-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina P Wilson
Formed
1981
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
24
Employees
10
Volunteers
24

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 96,533.”

Financial Statement Notes

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 $32,825,536 at december 31, 2019.”

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, deficiencies existed in one (1) donor-restricted endowment fund that has an original gift value of $14,000, a current fair value of $13,000 and a deficiency of $1,000. This deficiency resulted from unfavorable market fluctuations that occurred shortly after the fund was opened in 2008 and the donor's decision to keep the fund's assets in cash after that time.”

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, 2019. At december 31, 2019, the federal statute of limitations remains open for 2016 through 2019 years. The statute of limitations for the state income tax returns remains open for the 2015 through 2019 years.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreement 96,533. Revenue reported on related organization - rsff cref 1,403,373. Rounding 460.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses reported on related organization - rsff cref 25,340.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING 19.”

Raw XML AppendixShowing 400 of 2,567 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/GrossAmountSalesAssetsGrp/SecuritiesAmt072810415
IRS990/GrossReceiptsAmt082327087
IRS990/GrossRentsGrp/RealAmt01685
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt039597
IRS990/InformationTechnologyGrp/ProgramServicesAmt0958
IRS990/InformationTechnologyGrp/TotalAmt040555
IRS990/InsuranceGrp/FundraisingAmt0928
IRS990/InsuranceGrp/ManagementAndGeneralAmt025019
IRS990/InsuranceGrp/ProgramServicesAmt0610
IRS990/InsuranceGrp/TotalAmt026557
IRS990/InterestGrp/FundraisingAmt0142
IRS990/InterestGrp/ManagementAndGeneralAmt0142
IRS990/InterestGrp/ProgramServicesAmt0142
IRS990/InterestGrp/TotalAmt0426
IRS990/InvestmentIncomeGrp/ExclusionAmt02419671
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02419671
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt084672585
IRS990/InvestmentsPubTradedSecGrp/EOYAmt098223713
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0121632
IRS990/LandBldgEquipBasisNetGrp/BOYAmt025988
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027770
IRS990/LandBldgEquipCostOrOtherBssAmt0149402
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt070068540
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/NetAssetsOrFundBalancesBOYAmt087782996
IRS990/NetAssetsOrFundBalancesEOYAmt096938484
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02741875
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02741875
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01685
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01685
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09049087
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt042986217
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt050211650
IRS990/NoncashContributionsAmt01496855
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt029541
IRS990/OccupancyGrp/ManagementAndGeneralAmt029541
IRS990/OccupancyGrp/ProgramServicesAmt029541
IRS990/OccupancyGrp/TotalAmt088623
IRS990/OfficeExpensesGrp/FundraisingAmt04651
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04651
IRS990/OfficeExpensesGrp/ProgramServicesAmt05487
IRS990/OfficeExpensesGrp/TotalAmt014789
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028779495
IRS990/OtherAssetsTotalGrp/EOYAmt033231229
IRS990/OtherChangesInNetAssetsAmt096533
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02782
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05354
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06588
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014724
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2PRINTING/REPRODUCTION
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt06717
IRS990/OtherExpensesGrp/FundraisingAmt15003
IRS990/OtherExpensesGrp/FundraisingAmt21643
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06717
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15003
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21643
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34043
IRS990/OtherExpensesGrp/ProgramServicesAmt06717
IRS990/OtherExpensesGrp/ProgramServicesAmt15003
IRS990/OtherExpensesGrp/ProgramServicesAmt22012
IRS990/OtherExpensesGrp/ProgramServicesAmt3418
IRS990/OtherExpensesGrp/TotalAmt020151
IRS990/OtherExpensesGrp/TotalAmt115009
IRS990/OtherExpensesGrp/TotalAmt25298
IRS990/OtherExpensesGrp/TotalAmt34461
IRS990/OtherLiabilitiesGrp/BOYAmt0316965

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,002,190
Liabilities
$36,063,706
Net assets
$96,938,484
Revenue
$12,258,547
Expenses
$12,248,679
Net income
$9,868
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
2019Detailed filing. Detailed filing data is available for this year.$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
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