Civic Intelligence

Rancho Santa Fe Foundation

990 • Fiscal year 2020 • EIN 95-3709639

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 29, 2021

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

48th percentile

0.28x

Higher debt load relative to assets than 48% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

87th percentile

3.52x

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

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Net Margin

18th percentile

-8.2%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$221,102

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2020

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-2.7%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$147,599,725

Up $14,597,535 (+11%) from 2019

Net Assets

Up

$105,543,410

Up $8,604,926 (+8.9%) from 2019

Liabilities

Up

$42,056,315

Up $5,992,609 (+17%) from 2019

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin18th percentile

Revenue

Down

$11,932,197

Down $326,350 (-2.7%) from 2019

Expenses

Up

$12,909,370

Up $660,691 (+5.4%) from 2019

Net Income

Down

-$977,173

Down $987,041 (-10002%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2020

Assets$147,599,725
Liabilities$42,056,315
Net Assets$105,543,410
Open 2020 Filing

Operations Trend

Revenue Growth36th 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

2020

Revenue$11,932,197
Expenses$12,909,370
Net Income-$977,173
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 29, 2021
Return Version
2020v4.1
Gross Receipts
$83,688,275
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$98,223,713$105,249,667▲ $7,025,954
Cash and Non-Interest-Bearing Accounts$630,468$1,610,023▲ $979,555
Savings and Temporary Cash Investments$550,696$553,179▲ $2,483
Pledges and Grants Receivable$334,214$422,193▲ $87,979
Land, Buildings, and Equipment, Net$27,770$21,957▼ $5,813
Prepaid Expenses and Deferred Charges$4,100$4,100→ $0
Total Assets$133,002,190$147,599,725▲ $14,597,535
Other Assets Total$33,231,229$39,738,606▲ $6,507,377
Liabilities
Escrow Account Liability$32,825,536$39,324,792▲ $6,499,256
Grants Payable$2,816,356$2,323,528▼ $492,828
Other Liabilities$334,162$340,272▲ $6,110
Accounts Payable and Accrued Expenses$87,652$67,723▼ $19,929
Total Liabilities$36,063,706$42,056,315▲ $5,992,609
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$50,211,650$53,420,908▲ $3,209,258
Net Assets With Donor Restrictions$46,726,834$52,122,502▲ $5,395,668
Total Net Assets Fund Balance$96,938,484$105,543,410▲ $8,604,926
Total Liabilities and Net Assets / Fund Balance$133,002,190$147,599,725▲ $14,597,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,462$102,234$118,696
Leasehold Improvements$4,357$21,962$26,319
Other Land Buildings$1,138$10,213$11,351
Other Assets Org$21,600--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$41,770,562$15,832▲ $5,992,871-$46,414,748
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
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina WilsonPresident & CEOFT$206,599$14,503$221,102
Karen SprigleChief Operating OfficerFT$121,740$6,299$128,039
Daniel BealsFinance DirectorPT$108,982$9,161$118,143

Board Members and Trustees

NameTitle
Kevin CrawfordChairman
Alyce AshcraftDirector
Bill DavidsonDirector
Bob StineDirector
Carl WieseDirector
Denise StillingerDirector
Ed BlodgettDirector
Elaine DodgeDirector
Jane Allison AustinDirector
Ken LittleDirector
Kent FreundtDirector
Linda KitchensDirector
Lou MezzulloDirector
Mark EmkjerDirector
Matt MillerDirector
Mike GregoireDirector
Razia RichterDirector
Richard MontanoDirector
Rick NorlingDirector
Robert HillDirector
Ted ButzDirector
Tom BuchholzDirector
Paula PowersSecretary
Daniel PlattTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,371,022
Program Service Revenue
$273,532
Investment Income
$3,281,674
Other Revenue
$5,969
All Other Contributions
$8,148,727
Change in Net Assets
$-977,173

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 Traded33$3,092,890Stock Quote
Total Noncash Contributions33$3,092,890-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,932,197
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,185,803
Total Revenue per Audited Statements
$20,118,000
Total Revenue per Form 990
$11,932,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,609,394
Salaries, Compensation, and Employee Benefits$902,546
Other Expenses$397,430
Total Fundraising Expense$376,263
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,609,394--$11,609,394
Current Officers, Directors, Trustees, and Key Employees$18,424$309,827$160,489$488,740
Other Salaries and Wages$113,146$104,052$114,000$331,198
Occupancy$30,423$30,423$30,423$91,269
Information Technology$2,032$63,387-$65,419
Payroll Taxes$8,528$25,327$17,145$51,000
Fees for Services Other$23,373$27,420-$50,793
Fees for Services Accounting$1,038$41,882$2,086$45,006
Insurance$470$23,743$946$25,159
Advertising--$20,264$20,264
Office Expenses$9,636$4,951$4,951$19,538
Other Employee Benefits$6,373$5,635$5,061$17,069
Pension Plan Contributions$5,042$4,320$5,177$14,539
Depreciation Depletion-$10,198-$10,198
All Other Expenses$1,459$7,336$1,397$10,192
Conferences and Meetings$8,446$1,619-$10,065
Travel-$3,088-$3,088
Other Expenses$35$2,510$849$2,545
Fees for Services Legal-$499-$499
Interest$72$72$72$216
Total Functional Expenses$11,852,566$680,541$376,263$12,909,370

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$12,914,000
Expenses per Audited Statements$12,909,370
Total Expenses per Form 990$12,909,370
Expenses Not Reported on Form 990$4,630
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Schwab Charitable FundOrlando, FL501(c)(3)Fund Closure & Transfer$2,424,185
KpbsSan Diego, CA501(c)(3)Media/communications$606,000
Uc San Diego FoundationLa Jolla, CA501(c)(3)College/university$537,165
Miraglo FoundationLa Jolla, CA501(c)(3)Research$300,000
A Step BeyondEscondido, CA501(c)(3)Youth Development$255,000
Village ChurchRancho Santa Fe, CA501(c)(3)Worship$214,600
La Costa Canyon High School Foundation IncCarlsbad, CA501(c)(3)K-12$201,000
Central Texas Food BankAustin, TX501(c)(3)Food$175,000
Lux Art InstituteEncinitas, CA501(c)(3)Visual Arts$169,500
Scripps Health FoundationLa Jolla, CA501(c)(3)Hospitals$163,000
Face FoundationSan Diego, CA501(c)(3)Animal Health$131,200
Just in Time for Foster YouthSan Diego, CA501(c)(3)Youth Development$128,000
LEAH'S PANTRYSan Francisco, CA501(c)(3)Food$125,000
Humane LeagueRockville, MD501(c)(3)Animal Health$120,000
Feeding San DiegoSan Diego, CA501(c)(3)Food$108,050
Reality ChangersSan Diego, CA501(c)(3)Youth Development$104,600
Mingei International IncSan Diego, CA501(c)(3)Museum$101,000
Nativity Prep AcademySan Diego, CA501(c)(3)K-12$101,000
Global Wellness InstituteMiami, FL501(c)(3)Research$100,000
North County Health Project IncSan Marcos, CA501(c)(3)Medical Care$100,000
Old Globe TheatreSan Diego, CA501(c)(3)Theatre$96,250
La Jolla Institute for Allergy & ImmunologyLa Jolla, CA501(c)(3)Research$95,000
San Diego FoundationSan Diego, CA501(c)(3)Community Foundation$94,335
WOMEN'S RESOURCE CENTEROceanside, CA501(c)(3)Housing/shelter$91,750
Community Resource CenterEncinitas, CA501(c)(3)Housing/shelter$91,731
Kitchens for GoodSan Diego, CA501(c)(3)Food$82,000
United Way of San DiegoSan Diego, CA501(c)(3)Community Development$81,250
Jacobs & Cushman San Diego Food BankSan Diego, CA501(c)(3)Food$80,500
Salvation Army San DiegoSan Diego, CA501(c)(3)Human Trafficking$77,300
Christian Center of Park CityPark City, UT501(c)(3)Worship$70,000
Foundation for Women WarriorsVista, CA501(c)(3)Basic Needs$60,000
North County Lifeline IncOceanside, CA501(c)(3)Human Trafficking$60,000
West Lake Hills Presbyterian Church FoundationAustin, TX501(c)(3)Worship$60,000
Vista Community ClinicVista, CA501(c)(3)Medical Care$57,600
Coastal Roots FarmEncinitas, CA501(c)(3)Food$57,100
Zoological Society of San DiegoSan Diego, CA501(c)(3)Zoos$55,500
San Diego Rescue Mission IncSan Diego, CA501(c)(3)Housing/shelter$55,355
Mochary FoundationMontclair, NJ501(c)(3)Vocational Training$54,000
St Vincent De Paul Village IncSan Diego, CA501(c)(3)Basic Needs$53,500
Interfaith Community ServicesEscondido, CA501(c)(3)Basic Needs$52,250
MAMA'S KITCHENSan Diego, CA501(c)(3)Food$52,150
Foundation CommunitiesAustin, TX501(c)(3)Housing/shelter$50,000
Refuge for WomenSan Diego, CA501(c)(3)Housing/shelter$50,000
ST MADELEINE SOPHIE'S TRAINING CENTEREl Cajon, CA501(c)(3)Inclusion$50,000
Under the Sun FoundationSan Diego, CA501(c)(3)Visual Arts$50,000
We CharityWilliamsville, NY501(c)(3)Economic Development$50,000
Wounded Warrior HomesSan Marcos, CA501(c)(3)Housing/shelter$50,000
Operation Homefront-californiaSan Diego, CA501(c)(3)Basic Needs$48,450
Casa De AmparoSan Marcos, CA501(c)(3)Housing/shelter$47,600
Monarch SchoolSan Diego, CA501(c)(3)K-12$44,000
North Coast Presbyterian ChurchEncinitas, CA501(c)(3)Worship$44,000
Hope Through Housing FoundationRancho Cucamonga, CA501(c)(3)Housing/shelter$41,460
Boys and Girls Clubs of the Austin AreaAustin, TX501(c)(3)Youth Development$40,000
Camp Pendleton Armed Services YmcaCamp Pendleton, CA501(c)(3)Military$40,000
Fellowship of Christian Athletes - Greater AustinHorseshoe Bay, TX501(c)(3)Youth Development$40,000
Wells of Life IncIrvine, CA501(c)(3)Basic Needs$37,200
Support the Enlisted ProjectSan Diego, CA501(c)(3)Basic Needs$36,350
Retrievers and Friends of Southern CA IncTemecula, CA501(c)(3)Animal Health$36,000
San Diego Symphony FoundationSan Diego, CA501(c)(3)Music$35,250
Mercy Chefs IncPortsmouth, VA501(c)(3)Disaster Relief$35,000
Elementary Institute of ScienceSan Diego, CA501(c)(3)Science/tech/engineering/math$33,057
Pacific Ridge SchoolCarlsbad, CA501(c)(3)K-12$33,000
La Jolla Music SocietyLa Jolla, CA501(c)(3)Music$32,600
Girl Scouts San DiegoSan Diego, CA501(c)(3)Youth Development$32,000
Rancho Santa Fe Seniors IncRancho Santa Fe, CA501(c)(3)Aging Services$30,546
Alliance San DiegoSan Diego, CA501(c)(3)Human Rights$30,000
Health Center Wellness FundCarlsbad, CA501(c)(3)Medical Care$30,000
Heavenly Horse Haven IncAnza, CA501(c)(3)Animal Health$30,000
Kingdom Builder FoundationSolana Beach, CA501(c)(3)Worship$30,000
Leap to SuccessCarlsbad, CA501(c)(3)Mental Health$30,000
North County Lgbtq Resource CenterOceanside, CA501(c)(3)Human Rights$30,000
Rancho Santa Fe Library GuildRancho Santa Fe, CA501(c)(3)Libraries$28,553
University of San DiegoSan Diego, CA501(c)(3)College/university$28,000
First Liberty InstitutePlano, TX501(c)(3)Religious Freedom$26,000
Los Angeles Regional Food BankLos Angeles, CA501(c)(3)Food$25,000
Mother of Divine Grace Classical Education Foundation IncOjai, CA501(c)(3)K-12$25,000
Northeastern UniversityBoston, MA501(c)(3)College/university$25,000
Prostate Cancer FoundationSanta Monica, CA501(c)(3)Research$25,000
SEMPER FI & AMERICA'S FUNDOceanside, CA501(c)(3)Inclusion$25,000
United States Sailing Association IncBristol, RI501(c)(3)Youth Development$25,000
Fellowship of Christian Athletes - CarlsbadCarlsbad, CA501(c)(3)Youth Development$24,500
Scripps Health FoundationEncinitas, CA501(c)(3)Hospitals$24,500
Vision of ChildrenSan Diego, CA501(c)(3)Vision Care$24,450
Southern CA Golden Retriever RescueLos Angeles, CA501(c)(3)Animal Health$24,000
Foothill Country Day SchoolClaremont, CA501(c)(3)K-12$23,908
Elder HelpSan Diego, CA501(c)(3)Aging Services$23,750
St Clare of Assisi Catholic SchoolEdwards, CO501(c)(3)K-12$23,500
Webb SchoolsClaremont, CA501(c)(3)K-12$23,500
Young Life - Rancho Del SolSolana Beach, CA501(c)(3)After School Programs$23,000
Zero8hundredSan Diego, CA501(c)(3)Basic Needs$22,750
St Jeanne De Lestonnac SchoolTemecula, CA501(c)(3)K-12$22,651
Boys & Girls Club of San MarcosSan Marcos, CA501(c)(3)Youth Development$22,500
San Diego Botanic GardenEncinitas, CA501(c)(3)Botanic Gardens$22,500
Hazelden Betty Ford FoundationSt Paul, MN501(c)(3)Substance Abuse$21,500
SAMARITAN'S PURSEBoone, NC501(c)(3)Basic Needs$21,500
Boys & Girls Club of OceansideOceanside, CA501(c)(3)After School Programs$21,460
ReinsBonsall, CA501(c)(3)Medical Care$21,250
Challenged Athletes IncSan Diego, CA501(c)(3)Inclusion$20,800
Alpha ProjectSan Diego, CA501(c)(3)Housing/shelter$20,500
All Hallows CatholicLa Jolla, CA501(c)(3)Worship$20,000
Boys & Girls Clubs of CarlsbadCarlsbad, CA501(c)(3)After School Programs$20,000
Boys and Girls Club of Vista IncVista, CA501(c)(3)After School Programs$20,000
CHILDREN'S LITERACY FOUNDATIONWaterbury Center, VT501(c)(3)Literacy$20,000
Center for Community SolutionsSan Diego, CA501(c)(3)Prevention$20,000
College Area Pregnancy Services IncSan Diego, CA501(c)(3)WOMEN'S HEALTH$20,000
Kids CollegeSan Marcos, CA501(c)(3)K-12$20,000
Park City Community Methodist ChurchPark City, UT501(c)(3)Worship$20,000
Salvation Army - Austin Metropolitan AreaAustin, TX501(c)(3)Basic Needs$20,000
San Diego OasisLa Mesa, CA501(c)(3)Intergenerational$20,000
Second Chance San DiegoSan Diego, CA501(c)(3)Economic Development$20,000
Shalom Hartman Institute of North AmericaNew York, NY501(c)(3)Religious Studies$20,000
Sharp Healthcare FoundationSan Diego, CA501(c)(3)Hospitals$20,000
Winston School of San DiegoDel Mar, CA501(c)(3)Education$20,000
Wreaths Across AmericaColumbia Falls, ME501(c)(3)Military$19,949
Rotary Foundation of Rotary InternationalEvanston, IL501(c)(3)Community Development$19,000
St Joseph AcademySan Marcos, CA501(c)(3)K-12$18,583
Restore ElikiaColumbus, OH501(c)(3)Basic Needs$18,000
Campus Crusade for ChristOrlando, FL501(c)(3)Religious Studies$17,700
DEL MAR WOMEN'S GIVING COLLECTIVEDel Mar, CA501(c)(3)Grantmakers$17,348
North Coast Christian Ministries IncEncinitas, CA501(c)(3)Basic Needs$17,300
Rancho Santa Fe AssociationRancho Santa Fe, CA501(c)(4)Beautification$17,000
Cal State University San Marcos FoundationSan Marcos, CA501(c)(3)College/university$16,500
Disabled Sports Eastern SierraMammoth Lakes, CA501(c)(3)Inclusion$16,250
Friends of the Cardiff-by-the-sea LibraryCardiff by the Sea, CA501(c)(3)Libraries$15,337
Pleasants County LibrarySt Marys, WV501(c)(3)Libraries$15,181
211 San DiegoSan Diego, CA501(c)(3)Community Development$15,000
Big Brothers Big Sisters of San Diego CountySan Diego, CA501(c)(3)After School Programs$15,000
Century Club of San DiegoLa Jolla, CA501(c)(3)Youth Development$15,000
Firstline Schools IncNew Orleans, LA501(c)(3)K-12$15,000
Gateway ChurchSouthlake, TX501(c)(3)Worship$15,000
ST JOHN'S UNIVERSITYCollegeville, MN501(c)(3)College/university$15,000
University of Illinois FoundationUrbana, IL501(c)(3)College/university$15,000
Mainly MozartSan Diego, CA501(c)(3)Music$14,800
Casa De Amistad Centro De EnsenanzaSolana Beach, CA501(c)(3)Youth Development$14,750
United Through ReadingSan Diego, CA501(c)(3)Literacy$14,500
Ymca of San Diego CountySan Diego, CA501(c)(3)Youth Development$14,400
LyceumSouth Euclid, OH501(c)(3)K-12$13,825
North County Immigration and Citizenship CenterSolana Beach, CA501(c)(3)Education$13,500
St Augustine Academy IncVentura, CA501(c)(3)K-12$13,200
Voices for ChildrenSan Diego, CA501(c)(3)Legal$13,000
Mira Costa College FoundationOceanside, CA501(c)(3)Disaster Relief$12,750
Bitter Root Humane AssociationHamilton, MT501(c)(3)Animal Health$12,500
KIDS' TURN SAN DIEGOSan Diego, CA501(c)(3)Youth Development$12,500
Living on the EdgeSuwanee, GA501(c)(3)Worship$12,500
Greyhound Adoption CenterLa Mesa, CA501(c)(3)Animal Health$12,000
Plant With PurposeSan Diego, CA501(c)(3)Economic Development$11,500
Salk Institute for Biological StudiesLa Jolla, CA501(c)(3)Research$11,250
BISHOP'S SCHOOLLa Jolla, CA501(c)(3)K-12$11,000
ProducegoodOceanside, CA501(c)(3)Food$11,000
Jewish Family Service of San DiegoSan Diego, CA501(c)(3)Mental Health$10,500
Solutions for Change IncVista, CA501(c)(3)Housing/shelter$10,500
Judicial WatchWashington, DC501(c)(3)Public Policy$10,240
Boys to Men Mentoring Network IncLa Mesa, CA501(c)(3)Youth Development$10,150
Arcs Foundation IncRancho Santa Fe, CA501(c)(3)Science/tech/engineering/math$10,000
Bella Mente Quantum Racing AssociationMinneapolis, MN501(c)(3)Inclusion$10,000
Blue Star FamiliesEncinitas, CA501(c)(3)Military$10,000
Bread of Life RescueOceanside, CA501(c)(3)Food$10,000
Bucket List Project FoundationLong Beach, CA501(c)(3)Philanthropy Promotion$10,000
Family Health CenterSan Diego, CA501(c)(3)Disaster Relief$10,000
Fellowship of Christian AthletesHuntington Beach, CA501(c)(3)Youth Development$10,000
Foundation for Barnes-jewish HospitalSt Louis, MO501(c)(3)Hospitals$10,000
Girls RisingSan Diego, CA501(c)(3)Youth Development$10,000
Heights SchoolPotomac, MD501(c)(3)K-12$10,000
Humane SocietyWashington, DC501(c)(3)Animal Health$10,000
Intervarsity Christian Fellowship - USAMadison, WI501(c)(3)Worship$10,000
John F Kennedy Center for the Performing ArtsArlington, VA501(c)(3)Theatre$10,000
John Paul the Great Catholic UniversityEscondido, CA501(c)(3)College/university$10,000
Last Chance at LifeOceanside, CA501(c)(3)Animal Health$10,000
Local First ArizonaPhoenix, AZ501(c)(3)Community Development$10,000
Malashock Dance CompSan Diego, CA501(c)(3)Dance$10,000
Massachusetts General HospitalBoston, MA501(c)(3)Hospitals$10,000
Missions IncPlymouth, MN501(c)(3)Basic Needs$10,000
Orchard Group IncNewtown, PA501(c)(3)Worship$10,000
Padres Pedal the CauseSan Diego, CA501(c)(3)Research$10,000
Rancho Santa Fe Rotary FoundationRancho Santa Fe, CA501(c)(3)Philanthropy Promotion$10,000
ST BENEDICT'S MONASTERYSnowmass, CO501(c)(3)Worship$10,000
San Diego Center for the Blind and Vision ImpairedSan Diego, CA501(c)(3)Vision Care$10,000
Stray Cat AllianceLos Angeles, CA501(c)(3)Animal Health$10,000
Uhambo USAFort Collins, CO501(c)(3)Education$10,000
University of Southern CaliforniaLos Angeles, CA501(c)(3)College/university$10,000
Victory Baptist ChurchJacksonville, NC501(c)(3)Disaster Relief$10,000
Vip Community Mental Health ClinicLos Angeles, CA501(c)(3)Basic Needs$10,000
Ymca of Greater Long BeachLong Beach, CA501(c)(3)Disaster Relief$10,000
Ymca of the East ValleyRedlands, CA501(c)(3)Youth Development$10,000
North Coast Repertory TheatreSolana Beach, CA501(c)(3)Theatre$9,900
Eternal Hope IncSpokane, WA501(c)(3)Economic Development$9,000
North Coast Calvary ChapelCarlsbad, CA501(c)(3)Worship$9,000
Southwest Community Church of Palm DesertIndian Wells, CA501(c)(3)Worship$9,000
Food Bank for New York CityNew York, NY501(c)(3)Food$8,500
San Dieguito River Valley Land ConservancySan Diego, CA501(c)(3)Environmental Conservation$8,200
First Church of Christ ScientistRancho Santa Fe, CA501(c)(3)Religious Studies$8,143
Santa Fe Christian SchoolsSolana Beach, CA501(c)(3)K-12$8,024
Dreams for ChangeSan Diego, CA501(c)(3)Food$8,000
Mission Viejo Christian SchoolMission Viejo, CA501(c)(3)Pre-school$8,000
Imprint Changing Tomorrow TodayCarlsbad, CA501(c)(3)Worship$7,700
Helen Woodward Animal CenterRancho Santa Fe, CA501(c)(3)Animal Health$7,500
L'ABRI FELLOWSHIP FOUNDATIONRochester, MN501(c)(3)Religious Studies$7,200
Catalyst of San Diego & Imperial CountiesSan Diego, CA501(c)(3)Non Profit Effectiveness$7,000
EdifySan Diego, CA501(c)(3)Education$7,000
Wave AcademySan Diego, CA501(c)(3)Medical Care$7,000
Future Legends Scholarship FundRancho Santa Fe, CA501(c)(3)Youth Development$6,700
Rollin From the Heart the Ian Poods Barry FoundationEncinitas, CA501(c)(3)Youth Development$6,600
Urbanlife Ministries IncSan Diego, CA501(c)(3)Youth Development$6,600
Investigative NewsourceSan Diego, CA501(c)(3)Media/communications$6,500
Boys & Girls Clubs of Solana BeachSolana Beach, CA501(c)(3)Youth Development$6,462
Friends of W Washington County FirefightersForest Grove, OR501(c)(3)Disaster Relief$6,400
Maranatha ChapelSan Diego, CA501(c)(3)Worship$6,300
Miqlat IncCampo, CA501(c)(3)Basic Needs$6,200
American Friends of Chicken Shed IncNew York, NY501(c)(3)Theatre$6,000
Palomar College FoundationSan Marcos, CA501(c)(3)Community College$6,000
Presbyterian Church of Big WoodKetchum, ID501(c)(3)Worship$6,000
Project Concern InternationalSan Diego, CA501(c)(3)Economic Development$6,000
San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)Music$6,000
Naacp Legal Defense and Educational Fund IncWashington, DC501(c)(3)Civil Rights$5,500
In Deed and Truth MinistriesCosta Mesa, CA501(c)(3)Worship$5,400
Burn InstituteSan Diego, CA501(c)(3)Education$5,300
Noah Homes IncSpring Valley, CA501(c)(3)Housing/shelter$5,300
ResponsibilitySan Ysidro, CA501(c)(3)Education$5,100
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$340,272
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 president & ceo 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
2021-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina P Wilson
Formed
1981
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
10
Volunteers
23

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 III, Line 2

“In 2020, the rancho santa fe foundation, in collaboration with the coastal community foundation and the leichtag foundation, made grants in excess of $858,000 to non-profits in the north san diego county area to provide emergency services, including food, shelter and medical needs resulting from the covid-19 pandemic.”

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreement 42,582.”

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 $39,324,792 at december 31, 2020.”

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, 2020. At december 31, 2020, the federal statute of limitations remains open for 2017 through 2020 years. The statute of limitations for the state income tax returns remains open for the 2016 through 2020 years.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreement 42,582. Revenue reported on related organization - rsff csaf -769. Impairment of asset reported on related organization - rsff csaf -1,290,036. Intercompany eliminations -104,395. Rounding -1,096.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses reported on related organization - rsff csaf 108,813. Intercompany eliminations -104,395. Rounding 212.”

Raw XML AppendixShowing 400 of 2,747 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/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01255616
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt0117900
IRS990/GrantAmt010110440
IRS990/GrantsPayableGrp/BOYAmt02816356
IRS990/GrantsPayableGrp/EOYAmt02323528
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011609394
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011609394
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt073011694
IRS990/GrossReceiptsAmt083688275
IRS990/GrossRentsGrp/RealAmt0535
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt063387
IRS990/InformationTechnologyGrp/ProgramServicesAmt02032
IRS990/InformationTechnologyGrp/TotalAmt065419
IRS990/InsuranceGrp/FundraisingAmt0946
IRS990/InsuranceGrp/ManagementAndGeneralAmt023743
IRS990/InsuranceGrp/ProgramServicesAmt0470
IRS990/InsuranceGrp/TotalAmt025159
IRS990/InterestGrp/FundraisingAmt072
IRS990/InterestGrp/ManagementAndGeneralAmt072
IRS990/InterestGrp/ProgramServicesAmt072
IRS990/InterestGrp/TotalAmt0216
IRS990/InvestmentIncomeGrp/ExclusionAmt02026058
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02026058
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt098223713
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0105249667
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0134409
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027770
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021957
IRS990/LandBldgEquipCostOrOtherBssAmt0156366
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt071756078
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/NetAssetsOrFundBalancesBOYAmt096938484
IRS990/NetAssetsOrFundBalancesEOYAmt0105543410
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01255616
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01255616
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0535
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0535
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt09539517
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt050211650
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt053420908
IRS990/NoncashContributionsAmt03092890
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt030423
IRS990/OccupancyGrp/ManagementAndGeneralAmt030423
IRS990/OccupancyGrp/ProgramServicesAmt030423
IRS990/OccupancyGrp/TotalAmt091269
IRS990/OfficeExpensesGrp/FundraisingAmt04951
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04951
IRS990/OfficeExpensesGrp/ProgramServicesAmt09636
IRS990/OfficeExpensesGrp/TotalAmt019538
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt033231229
IRS990/OtherAssetsTotalGrp/EOYAmt039738606
IRS990/OtherChangesInNetAssetsAmt042582
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05061
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05635
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06373
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017069
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2PRINTING/REPRODUCTION
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt08433
IRS990/OtherExpensesGrp/FundraisingAmt14970
IRS990/OtherExpensesGrp/FundraisingAmt2849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08433
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14970
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2849
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32510
IRS990/OtherExpensesGrp/ProgramServicesAmt08700
IRS990/OtherExpensesGrp/ProgramServicesAmt14970
IRS990/OtherExpensesGrp/ProgramServicesAmt21005
IRS990/OtherExpensesGrp/ProgramServicesAmt335
IRS990/OtherExpensesGrp/TotalAmt025566
IRS990/OtherExpensesGrp/TotalAmt114910
IRS990/OtherExpensesGrp/TotalAmt22703

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,599,725
Liabilities
$42,056,315
Net assets
$105,543,410
Revenue
$11,932,197
Expenses
$12,909,370
Net income
-$977,173
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
2020Detailed filing. Detailed filing data is available for this year.$148$42.1$106$11.9$12.9$0.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$36.1$96.9$12.3$12.2$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$28.8$87.8$22.3$8.82$13.5
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$30.8$89.4$10.2$9.01$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$25.0$83.5$12.1$6.24$5.91
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