Civic Intelligence

Rancho Santa Fe Foundation

990 • Fiscal year 2023 • EIN 95-3709639

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 25, 2024

Organization ProfileWWW.RSFFOUNDATION.ORG

View Organization Page

PO Box 811Rancho Santa Fe, CA 92067

(858) 764-0519

Siviq Scores

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

Liabilities / Assets

51st percentile

0.29x

Higher debt load relative to assets than 51% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

3.07x

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

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

15th percentile

$223,156

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

64th percentile

9.7%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets51st percentile

Assets

Flat

$160,817,877

Flat from 2023

Net Assets

Flat

$114,837,145

Flat from 2023

Liabilities

Flat

$45,980,732

Flat from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin74th percentile

Revenue

Flat

$15,000,167

Flat from 2023

Expenses

Flat

$12,906,142

Flat from 2023

Net Income

Flat

$2,094,025

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth64th 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 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

2023

Assets$160,817,877
Liabilities$45,980,732
Net Assets$114,837,145
Open 2023 Filing

Operations Trend

Revenue Growth19th 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 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

2023

Revenue$15,000,167
Expenses$12,906,142
Net Income$2,094,025
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$57,719,322
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$102,993,021$109,484,683▲ $6,491,662
Pledges and Grants Receivable$283,781$4,236,677▲ $3,952,896
Cash and Non-Interest-Bearing Accounts$1,783,180$1,646,004▼ $137,176
Savings and Temporary Cash Investments$631,435$678,234▲ $46,799
Land, Buildings, and Equipment, Net$23,082$27,958▲ $4,876
Prepaid Expenses and Deferred Charges$4,100$5,268▲ $1,168
Total Assets$146,635,800$160,817,877▲ $14,182,077
Other Assets Total$40,917,201$44,739,053▲ $3,821,852
Liabilities
Escrow Account Liability$40,602,944$44,199,154▲ $3,596,210
Grants Payable$1,543,269$1,238,431▼ $304,838
Other Liabilities$268,784$494,986▲ $226,202
Accounts Payable and Accrued Expenses$70,135$48,161▼ $21,974
Total Liabilities$42,485,132$45,980,732▲ $3,495,600
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$55,011,668$57,936,000▲ $2,924,332
Net Assets With Donor Restrictions$49,139,000$56,901,145▲ $7,762,145
Total Net Assets Fund Balance$104,150,668$114,837,145▲ $10,686,477
Total Liabilities and Net Assets / Fund Balance$146,635,800$160,817,877▲ $14,182,077

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,659$127,055$152,714
Leasehold Improvements$2,299$28,617$30,916
Other Assets Org$221,467--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$43,579,397$543,351▲ $5,136,802-$47,437,159
2022$51,019,419$55,083▼ $6,137,122$12,538$43,579,397
2021$46,414,748$92,822▲ $5,961,703-$51,019,419
2020$41,770,562$15,832▲ $5,992,871-$46,414,748
2019$39,806,244$143,614▲ $6,599,733-$41,770,562
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris SichelPresident & CEOFT$211,391$11,765$223,156
Karen SprigleChief Operating OfficerFT$161,126$12,988$174,114
Amy MyersDirector of PhilanthropyFT$154,800$6,957$161,757
Jeff PetersonFinance DirectorFT$78,722$7,050$85,772

Board Members and Trustees

NameTitle
Ed BlodgettChairman
Barbara KyrillosDirector
Carl WieseDirector
Denise StillingerDirector
Elaine DodgeDirector
Ken LittleDirector
Matt MillerDirector
Michael DyerDirector
Michael GregoireDirector
Michael SchumacherDirector
Paul ThielDirector
Richard MontanoDirector
Rick NorlingDirector
Robert StineDirector
Tom BuchholzDirector
Tracy MitchellDirector
Robert HillSecretary
Linda KitchensTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,269,712
Program Service Revenue
$335,838
Investment Income
$3,394,617
Other Revenue
$0
All Other Contributions
$11,269,712
Change in Net Assets
$2,094,025

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded25$9,446,371Stock Quote
Total Noncash Contributions25$9,446,371-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,000,167
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$9,053,833
Total Revenue per Audited Statements
$24,054,000
Total Revenue per Form 990
$15,000,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,179,702
Salaries, Compensation, and Employee Benefits$1,021,295
Other Expenses$705,145
Total Fundraising Expense$533,796
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,179,702--$11,179,702
Current Officers, Directors, Trustees, and Key Employees$169,186$299,327$182,200$650,713
Other Salaries and Wages$75,217$140,320$84,443$299,980
Advertising--$180,679$180,679
Fees for Services Other-$131,522-$131,522
Occupancy$33,578$33,578$33,578$100,734
Payroll Taxes$17,909$32,020$20,673$70,602
Fees for Services Accounting$3,790$54,211$4,375$62,376
Information Technology$2,700$59,382-$62,082
Insurance$748$33,682$863$35,293
Conferences and Meetings$21,953$5,734-$27,687
Office Expenses$8,500$6,454$6,454$21,408
Depreciation Depletion-$11,825-$11,825
Travel$136$7,954-$8,090
All Other Expenses$1,933$3,377$1,933$7,243
Other Expenses$1,353$3,297$2,803$4,650
Fees for Services Legal-$886-$886
Total Functional Expenses$11,534,230$838,116$533,796$12,906,142

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,906,142
Total Expenses per Audited Statements$12,906,000
Expenses per Audited Statements$12,905,996
Expenses Not Reported on Financial Statements$146
Other Expense Adjustments$146
Expenses Not Reported on Form 990$4
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of MichiganAnn Arbor, MI501(c)(3)Education$500,000
Scripps Health FoundationLa Jolla, CA501(c)(3)Health$374,250
Vista Community ClinicVista, CA501(c)(3)Health$350,000
San Diego SquaredSan Diego, CA501(c)(3)Education$300,000
Uc San Diego FoundationLa Jolla, CA501(c)(3)Education$298,510
Nativity Prep AcademySan Diego, CA501(c)(3)Education$259,500
Miraglo FoundationLa Jolla, CA501(c)(3)Health$250,000
University of San DiegoSan Diego, CA501(c)(3)Education$250,000
Rancho Santa Fe School DistrictRancho Santa Fe, CA501(c)(3)Education$242,840
San Diego Rescue Mission IncSan Diego, CA501(c)(3)Social Services$192,986
A Step BeyondEscondido, CA501(c)(3)Social Services$186,250
Rancho Santa Fe Garden ClubRancho Santa Fe, CA501(c)(3)Environmental$185,000
Miramar National Cemetery Support FoundationSan Diego, CA501(c)(3)Military$180,000
We CharityWilliamsville, NY501(c)(3)Advocacy$170,833
The Village ChurchRancho Santa Fe, CA501(c)(3)Religious$152,000
Hazelden Betty Ford FoundationRancho Mirage, CA501(c)(3)Social Services$150,000
La Jolla Institute for ImmunologyLa Jolla, CA501(c)(3)Health$150,000
The Old GlobeSan Diego, CA501(c)(3)Arts & Culture$134,034
Wellbeing Foundation America IncWilliamsville, NY501(c)(3)Advocacy$110,833
Burn InstituteSan Diego, CA501(c)(3)Health$110,750
Make a Wish San DiegoSan Diego, CA501(c)(3)Health$102,506
National Christian Charitable Foundation IncAlpharetta, GA501(c)(3)Religious$101,000
Casa De Amistad Centro De EnsenanzaSolana Beach, CA501(c)(3)Education$100,000
Cristo Rey San Diego High SchoolSan Diego, CA501(c)(3)Education$100,000
Fresh Start Surgical Gifts IncCarlsbad, CA501(c)(3)Health$100,000
Lasalle College High SchoolWyndmoor, PA501(c)(3)Education$100,000
Rancho Santa Fe AssociationRancho Santa Fe, CA501(c)(3)Environmental$100,000
Central Texas Food BankAustin, TX501(c)(3)Social Services$90,000
Christian Center of Park CityPark City, UT501(c)(3)Social Services$90,000
Nature CollectiveEncinitas, CA501(c)(3)Environmental$89,497
Coastal Community FoundationEncinitas, CA501(c)(3)Arts & Culture$88,393
Casa De Amistad Centro De EnsenanzaSolana Beach, CA501(c)(3)Education$88,200
The Cambridge SchoolSan Diego, CA501(c)(3)Education$88,000
Kitchens for GoodSan Diego, CA501(c)(3)Social Services$80,000
Mcalister InstituteEl Cajon, CA501(c)(3)Social Services$75,000
San Diego Humane SocietySan Diego, CA501(c)(3)Animal Welfare$75,000
Wounded Warrior Homes IncSan Marcos, CA501(c)(3)Military$75,000
Eric Paredes Save a Life FoundationEl Cajon, CA501(c)(3)Advocacy$74,950
Angels Foster Family NetworkSan Diego, CA501(c)(3)Social Services$71,000
San Diego Food System AllianceSan Diego, CA501(c)(3)Social Services$70,000
Feeding San DiegoSan Diego, CA501(c)(3)Social Services$66,700
The Grauer SchoolEncinitas, CA501(c)(3)Education$65,234
World Vision IncFederal Way, WA501(c)(3)Humanitarian-global$65,000
La Jolla Symphony and ChorusLa Jolla, CA501(c)(3)Arts & Culture$64,345
Colgate UniversityCanajoharie, NY501(c)(3)Education$63,000
Leap to SuccessCarlsbad, CA501(c)(3)Social Services$60,000
ProducegoodOceanside, CA501(c)(3)Social Services$60,000
Young Life - Rancho Del SolSolana Beach, CA501(c)(3)Religious$57,700
The Rosie NetworkRamona, CA501(c)(3)Military$56,500
Armed Services Ymca San DiegoSan Diego, CA501(c)(3)Military$55,000
Future LegendsRancho Santa Fe, CA501(c)(3)Education$54,000
San Dieguito River Park JpaEscondido, CA501(c)(3)Environmental$52,992
Jp Morgan Charitable Giving FundJenkintown, PA501(c)(3)Civic Engagement$52,053
Just in Time for Foster YouthSan Diego, CA501(c)(3)Social Services$51,500
Access Youth AcademySan Diego, CA501(c)(3)Education$50,000
Challenged Athletes IncSan Diego, CA501(c)(3)Recreation/sports/activities$50,000
Fellowship of Christian Athletes- Pacific Southwest RegionEncinitas, CA501(c)(3)Recreation/sports/activities$50,000
Fistula FoundationSan Jose, CA501(c)(3)Health$50,000
Girl Scouts of the USANew York, NY501(c)(3)Recreation/sports/activities$50,000
New Entra CasaSan Diego, CA501(c)(3)Health$50,000
Realize ImpactBainbridge Island, WA501(c)(3)Education$50,000
Tri-city Christian SchoolVista, CA501(c)(3)Education$50,000
St Francis Episcopal ChurchPauma Valley, CA501(c)(3)Religious$49,500
Santa Fe Christian SchoolsSolana Beach, CA501(c)(3)Education$45,600
San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)Arts & Culture$44,000
Library Guild of Rancho Santa Fe IncRancho Santa Fe, CA501(c)(3)Arts & Culture$42,591
American Legion Post 416 FoundationRancho Santa Fe, CA501(c)(3)Military$42,000
Workshops for WarriorsSan Diego, CA501(c)(3)Military$41,000
Ucsd Shiley Eye InstituteLa Jolla, CA501(c)(3)Health$40,000
Solutions for Change IncVista, CA501(c)(3)Advocacy$38,500
Campus Crusade for ChristOrlando, FL501(c)(3)Religious$38,000
Horizon Christian Fellowship Rancho Santa FeRancho Santa Fe, CA501(c)(3)Religious$36,000
Retrievers and Friends of Southern CA IncTemecula, CA501(c)(3)Animal Welfare$36,000
MAMA'S KITCHENSan Diego, CA501(c)(3)Health$35,200
St John SchoolEncinitas, CA501(c)(3)Education$35,000
United Through ReadingSan Diego, CA501(c)(3)Military$33,560
The LyceumSouth Euclid, OH501(c)(3)Education$33,082
Mercy Ships InternationalGarden Valley, TX501(c)(3)Health$33,000
Reins Therapeutic Horsemanship ProgramBonsall, CA501(c)(3)Animal Welfare$32,600
Wells of Life IncSan Juan Capistrano, CA501(c)(3)Humanitarian-global$32,549
Prager University FoundationSherman Oaks, CA501(c)(3)Advocacy$31,500
Rancho Santa Fe Senior CenterRancho Santa Fe, CA501(c)(3)Aging$31,127
Monarch SchoolSan Diego, CA501(c)(3)Education$31,000
National Conflict Resolution CenterSan Diego, CA501(c)(3)Social Services$30,500
The Outreach FoundationFranklin, TN501(c)(3)Religious$30,500
St Augustine AcademyVentura, CA501(c)(3)Education$30,455
College Area Pregnancy Services IncSan Diego, CA501(c)(3)Health$30,200
Young Life - Inner City San DiegoHarlan, IA501(c)(3)Religious$30,200
Harbor MinistriesLincoln, NE501(c)(3)Religious$30,000
Healing Wave AquaticsSan Diego, CA501(c)(3)Military$30,000
John Paul the Great Catholic UniversityEscondido, CA501(c)(3)Education$30,000
North Coast Presbyterian ChurchEncinitas, CA501(c)(3)Religious$30,000
StepSan Diego, CA501(c)(3)Military$30,000
The Campanile FoundationSan Diego, CA501(c)(3)Education$30,000
La Jolla Music SocietyLa Jolla, CA501(c)(3)Arts & Culture$29,300
The Kids CollegeVista, CA501(c)(3)Education$29,000
American Cancer Society San DiegoSan Diego, CA501(c)(3)Health$27,000
Armed Services Ymca Camp PendletonCamp Pendleton, CA501(c)(3)Military$27,000
Salvation Army San DiegoCarson, CA501(c)(3)Social Services$27,000
FATHER JOE'S VILLAGESSan Diego, CA501(c)(3)Social Services$26,500
Promises2kidsSan Diego, CA501(c)(3)Recreation/sports/activities$26,200
Judicial WatchWashington, DC501(c)(3)Advocacy$26,000
Boys to Men Mentoring Network IncSpring Valley, CA501(c)(3)Recreation/sports/activities$25,100
All Hallows Catholic ChurchLa Jolla, CA501(c)(3)Religious$25,000
American Friends of Chicken Shed IncNew York, NY501(c)(3)Arts & Culture$25,000
Encinitas Coastal Rotary ClubEncinitas, CA501(c)(3)Humanitarian-global$25,000
Fellowship of Christian Athletes--austinBastrop, TX501(c)(3)Religious$25,000
Institute for Advanced Catholic StudiesLos Angeles, CA501(c)(3)Religious$25,000
Interfaith Community ServicesEscondido, CA501(c)(3)Military$25,000
Jewish Agency for Israel - North American CouncilNew York, NY501(c)(3)Humanitarian-global$25,000
Join Freeworld IncAustin, TX501(c)(3)Humanitarian-global$25,000
Junior Achievement of San Diego CountySan Diego, CA501(c)(3)Education$25,000
Laughing Pony Rescue IncRancho Santa Fe, CA501(c)(3)Animal Welfare$25,000
Mother of Divine Grace SchoolOjai, CA501(c)(3)Education$25,000
SALVATION ARMY WOMEN'S AUXILIARYSan Diego, CA501(c)(3)Social Services$25,000
University of Montana FoundationMissoula, MT501(c)(3)Education$25,000
Vets Beyond the UniformVista, CA501(c)(3)Military$25,000
WindwalkersCarbondale, CO501(c)(3)Animal Welfare$25,000
Social Venture Partners San DiegoSan Diego, CA501(c)(3)Social Services$24,500
Foothill Country Day SchoolClaremont, CA501(c)(3)Education$24,428
Southern CA Golden Retriever RescueLos Angeles, CA501(c)(3)Animal Welfare$24,000
Rancho Santa Fe Community CenterRancho Santa Fe, CA501(c)(3)Recreation/sports/activities$23,655
Elderhelp of San DiegoSan Diego, CA501(c)(3)Aging$23,500
Curebound IncSan Diego, CA501(c)(3)Health$23,000
Pacific Ridge SchoolCarlsbad, CA501(c)(3)Education$23,000
Wycliffe Associates IncOrlando, FL501(c)(3)Religious$23,000
Ymca of San Diego CountySan Diego, CA501(c)(3)Recreation/sports/activities$22,250
Venture ChurchEncinitas, CA501(c)(3)Religious$22,000
Oceanside Museum of ArtOceanside, CA501(c)(3)Arts & Culture$21,458
Calvary Chapel Chico HillsChico, CA501(c)(3)Religious$21,000
First Liberty InstitutePlano, TX501(c)(3)Advocacy$21,000
Grace Community ChurchSun Valley, CA501(c)(3)Religious$21,000
San Dieguito River Valley ConservancySan Diego, CA501(c)(3)Environmental$20,936
Rancho Santa Fe Fire District FoundationRancho Santa Fe, CA501(c)(3)Civic Engagement$20,750
Hawaii Community FoundationHonolulu, HI501(c)(3)Humanitarian-global$20,500
Girl Scouts San DiegoSan Diego, CA501(c)(3)Recreation/sports/activities$20,100
Boys & Girls Clubs of the Austin AreaAustin, TX501(c)(3)Recreation/sports/activities$20,000
Friends of the Israel Defense ForcesNew York, NY501(c)(3)Military$20,000
Fuller Theological SeminaryPasadena, CA501(c)(3)Education$20,000
Giving HopeNew Orleans, LA501(c)(3)Social Services$20,000
GroundwireCastle Rock, CO501(c)(3)Religious$20,000
Hope Community Resource CenterNew Orleans, LA501(c)(3)Arts & Culture$20,000
JoyrxPortland, OR501(c)(3)Health$20,000
Living on the EdgeSuwanee, GA501(c)(3)Religious$20,000
Mercy Chefs IncPortsmouth, VA501(c)(3)Social Services$20,000
Thunderbird Lodge Preservation SocietyIncline Village, NV501(c)(3)Environmental$20,000
Impact CubedEncinitas, CA501(c)(3)Civic Engagement$19,850
Vision of ChildrenSan Diego, CA501(c)(3)Health$18,793
Presbyterian Church of Big WoodKetchum, ID501(c)(3)Religious$18,000
San Diego Museum of ArtSan Diego, CA501(c)(3)Arts & Culture$18,000
San Diego Symphony FoundationSan Diego, CA501(c)(3)Arts & Culture$17,250
Feeding AmericaWashington, DC501(c)(3)Social Services$17,000
Kraemer Endowment FoundationEl Cajon, CA501(c)(3)Health$17,000
VisionsynergySeattle, WA501(c)(3)Health$16,800
Kpbs Public BroadcastingSan Diego, CA501(c)(3)Advocacy$16,700
Joli Ann Leichtag Elementary School PtoVista, CA501(c)(3)Education$16,400
Mainly MozartSan Diego, CA501(c)(3)Arts & Culture$16,000
Hope for San DiegoSan Diego, CA501(c)(3)Religious$15,250
San Diego Botanic GardenEncinitas, CA501(c)(3)Environmental$15,238
Biocom InstituteSan Diego, CA501(c)(3)Military$15,000
Care House Life MinistriesBonita, CA501(c)(3)Religious$15,000
Delavan Lake Improvement AssociationDelavan, WI501(c)(3)Environmental$15,000
John F Kennedy Center for the Performing ArtsArlington, VA501(c)(3)Arts & Culture$15,000
Salk Institute for Biological StudiesLa Jolla, CA501(c)(3)Education$15,000
San Diego Zoo Wildlife AllianceSan Diego, CA501(c)(3)Animal Welfare$15,000
Valley View Christian ChurchLittleton, CO501(c)(3)Religious$15,000
Don Diego Scholarship FoundationDel Mar, CA501(c)(3)Education$14,000
Pleasants County LibrarySt Marys, WV501(c)(3)Education$13,875
St Joseph AcademySan Marcos, CA501(c)(3)Education$13,503
H3o FoundationSolana Beach, CA501(c)(3)Humanitarian-global$13,400
Sonoma County Vintners FoundationSanta Rosa, CA501(c)(3)Civic Engagement$13,000
Face FoundationSan Diego, CA501(c)(3)Animal Welfare$12,000
San Diego Regional Fire FoundationSan Diego, CA501(c)(3)Civic Engagement$12,000
SupportabilityIrvine, CA501(c)(3)Education$12,000
The Philanthropy WorkshopNew York, NY501(c)(3)Civic Engagement$12,000
Urban Youth CollaborativeSan Diego, CA501(c)(3)Religious$11,833
MAMA'S HOUSEPalm Desert, CA501(c)(3)Social Services$11,350
Leadership InstituteArlington, VA501(c)(3)Advocacy$11,000
Prison Fellowship MinistriesMerrifield, VA501(c)(3)Religious$11,000
Helen Woodward Animal CenterRancho Santa Fe, CA501(c)(3)Animal Welfare$10,500
Rancho Santa Fe Historical SocietyRancho Santa Fe, CA501(c)(3)Civic Engagement$10,500
American Heart Association Inc - San Diego DivisionLa Jolla, CA501(c)(3)Health$10,300
Noah Homes IncSpring Valley, CA501(c)(3)Social Services$10,300
ALZHEIMER'S ASSOCIATION - LONG ISLANDMelville, NY501(c)(3)Health$10,000
American Friends of Our Armed ForcesPalm Desert, CA501(c)(3)Military$10,000
Beach & Country GuildRancho Santa Fe, CA501(c)(3)Health$10,000
California Polytechnic University - SloSan Luis Obispo, CA501(c)(3)Education$10,000
Csu San Marcos FoundationSan Marcos, CA501(c)(3)Education$10,000
Daybreak Community ChurchCarlsbad, CA501(c)(3)Religious$10,000
Devil Pups IncWilmington, CA501(c)(3)Education$10,000
EdifyBoston, MA501(c)(3)Religious$10,000
Insulin for Life USA IncGainesville, FL501(c)(3)Health$10,000
Intervarsity Christian Fellowship - USAMadison, WI501(c)(3)Religious$10,000
La Jolla Rotary FoundationLa Jolla, CA501(c)(3)Civic Engagement$10,000
Liberty Baptist ChurchNewport Beach, CA501(c)(3)Religious$10,000
Love Has No LimitsDana Point, CA501(c)(3)Religious$10,000
Lucky Duck FoundationSan Diego, CA501(c)(3)Social Services$10,000
MOTHERS' MILK BANK OF MONTANAMissoula, MT501(c)(3)Health$10,000
Mercy Hospital FoundationSan Diego, CA501(c)(3)Health$10,000
National Horse Show Association of America LtdLexington, KY501(c)(3)Animal Welfare$10,000
National Sailing Hall of FameNewport, RI501(c)(3)Recreation/sports/activities$10,000
Nevada Museum of ArtReno, NV501(c)(3)Arts & Culture$10,000
Park City Community Methodist ChurchPark City, UT501(c)(3)Religious$10,000
Propel Foundation IncLawrence, KS501(c)(3)Education$10,000
Salvation Army Austin Area CommandAustin, TX501(c)(3)Social Services$10,000
San Antonio Zoological Society IncSan Antonio, TX501(c)(3)Animal Welfare$10,000
San Diego FoundationSan Diego, CA501(c)(3)Humanitarian-global$10,000
Shelter to Soldier IncSan Diego, CA501(c)(3)Military$10,000
Soul Survivor OutdoorCarlsbad, CA501(c)(3)Religious$10,000
Southwest Community Church of Palm DesertIndian Wells, CA501(c)(3)Religious$10,000
Swiftsure RanchBellevue, ID501(c)(3)Animal Welfare$10,000
Taking Control of Your DiabetesSan Diego, CA501(c)(3)Health$10,000
The SignatryOverland Park, KS501(c)(3)Religious$10,000
Thrive Animal Rescue IncSan Diego, CA501(c)(3)Animal Welfare$10,000
Uc Davis FoundationDavis, CA501(c)(3)Education$10,000
Younglife -bay Area RegionHarlan, IA501(c)(3)Religious$10,000
Mission Hills High SchoolSan Marcos, CA501(c)(3)Education$9,999
Maranatha ChapelSan Diego, CA501(c)(3)Religious$9,700
Doctors Without BordersNew York, NY501(c)(3)Humanitarian-global$9,500
Lifeline Community ServicesOceanside, CA501(c)(3)Social Services$9,200
The Bishops SchoolLa Jolla, CA501(c)(3)Education$9,000
Palomar College FoundationSan Marcos, CA501(c)(3)Education$8,500
SAMARITAN'S PURSEBoone, NC501(c)(3)Humanitarian-global$8,500
First Church of Christ ScientistRancho Santa Fe, CA501(c)(3)Religious$8,465
InewsourceSan Diego, CA501(c)(3)Advocacy$8,000
Kyoto Symposium OrganizationLa Jolla, CA501(c)(3)Education$8,000
Mission Aviation FellowshipNampa, ID501(c)(3)Religious$8,000
Neighborhood Legal Services of Los Angeles CountyGlendale, CA501(c)(4)Advocacy$8,000
San Diego State UniversitySan Diego, CA501(c)(3)Education$8,000
Escondido Youth BaseballEscondido, CA501(c)(3)Recreation/sports/activities$7,500
Flower Mound High School Band Booster ClubFlower Mound, TX501(c)(3)Arts & Culture$7,500
Frank Lloyd Wright FoundationScottdale, AZ501(c)(3)Arts & Culture$7,500
Maui Food BankWailuku, HI501(c)(3)Humanitarian-global$7,500
San Diego Opera AssociationSan Diego, CA501(c)(3)Arts & Culture$7,500
Jacobs & Cushman San Diego Food BankSan Diego, CA501(c)(3)Social Services$7,200
Borrego Springs Unified School DistrictBorrego Springs, CA501(c)(3)Recreation/sports/activities$7,000
Change ReactionSherman Oaks, CA501(c)(3)Advocacy$7,000
Matthew 25 MinistriesBlue Ash, OH501(c)(3)Religious$7,000
Global Service NetworkApex, NC501(c)(3)Religious$6,750
San Dieguito Boys Clubs FoundationSolana Beach, CA501(c)(3)Recreation/sports/activities$6,718
LAMB'S PLAYERS THEATRECoronado, CA501(c)(3)Arts & Culture$6,500
Mingei International MuseumSan Diego, CA501(c)(3)Arts & Culture$6,500
San Diego Natural History MuseumSan Diego, CA501(c)(3)Arts & Culture$6,200
Community Resource CenterEncinitas, CA501(c)(3)Social Services$6,000
Miracosta College FoundationOceanside, CA501(c)(3)Education$6,000
Rock AcademySan Diego, CA501(c)(3)Education$6,000
Safe Gogo GrandmothersVista, CA501(c)(3)Religious$6,000
World Outreach Ministries IncMarietta, GA501(c)(3)Humanitarian-global$6,000
Jewish Community Foundation of San DiegoSan Diego, CA501(c)(3)Religious$5,800
Rady Childrens Hospital Foundation - San DiegoSan Diego, CA501(c)(3)Health$5,700
Bitterroot Health FoundationHamilton, MT501(c)(3)Health$5,500
Csu San MarcosSan Marcos, CA501(c)(3)Education$5,500
RADY CHILDREN'S HOSPITAL & HEALTH CENTERSan Diego, CA501(c)(3)Health$5,500
Young Life FoundationHarlan, IA501(c)(3)Religious$5,500
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$272,493
Lease Liability$222,493
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 coo are 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
8587640519
Address
PO BOX 811, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Ben Moraga
Title
CEO
Phone
8587566557
Signed
2024-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Moraga
Formed
1981
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
14
Volunteers
30

Preparer

Firm
Cbiz Advisors 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 201,678. Other -478.”

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 $44,199,154 at december 31, 2023.”

PART V, LINE 4:

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

PART 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, 2023. At december 31, 2023, the federal statute of limitations remains open for 2020 through 2023 years. The statute of limitations for the state income tax returns remains open for the 2018 through 2023 years.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rounding 2,263. Activity included in the charitable special assets fund 458,640. Change in charitable remainder trust 201,678.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses reported on related organization - rsff csaf 4.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING 146.”

Raw XML AppendixShowing 400 of 3,280 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/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR OF PHILANTHROPY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0316845
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt010729402
IRS990/GrantsPayableGrp/BOYAmt01543269
IRS990/GrantsPayableGrp/EOYAmt01238431
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011179702
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011179702
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt043036000
IRS990/GrossReceiptsAmt057719322
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt059382
IRS990/InformationTechnologyGrp/ProgramServicesAmt02700
IRS990/InformationTechnologyGrp/TotalAmt062082
IRS990/InsuranceGrp/FundraisingAmt0863
IRS990/InsuranceGrp/ManagementAndGeneralAmt033682
IRS990/InsuranceGrp/ProgramServicesAmt0748
IRS990/InsuranceGrp/TotalAmt035293
IRS990/InvestmentIncomeGrp/ExclusionAmt03077772
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03077772
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0102993021
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0109484683
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0155672
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023082
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027958
IRS990/LandBldgEquipCostOrOtherBssAmt0183630
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt042719155
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/NetAssetsOrFundBalancesBOYAmt0104150668
IRS990/NetAssetsOrFundBalancesEOYAmt0114837145
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0316845
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0316845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08391252
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt055011668
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt057936000
IRS990/NoncashContributionsAmt09446371
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt033578
IRS990/OccupancyGrp/ManagementAndGeneralAmt033578
IRS990/OccupancyGrp/ProgramServicesAmt033578
IRS990/OccupancyGrp/TotalAmt0100734
IRS990/OfficeExpensesGrp/FundraisingAmt06454
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06454
IRS990/OfficeExpensesGrp/ProgramServicesAmt08500
IRS990/OfficeExpensesGrp/TotalAmt021408
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt040917201
IRS990/OtherAssetsTotalGrp/EOYAmt044739053
IRS990/OtherChangesInNetAssetsAmt0201200
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt08597
IRS990/OtherExpensesGrp/FundraisingAmt17198
IRS990/OtherExpensesGrp/FundraisingAmt22803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08597
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13147
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt33297
IRS990/OtherExpensesGrp/ProgramServicesAmt014722
IRS990/OtherExpensesGrp/ProgramServicesAmt12803
IRS990/OtherExpensesGrp/ProgramServicesAmt21353
IRS990/OtherExpensesGrp/TotalAmt031916
IRS990/OtherExpensesGrp/TotalAmt110345
IRS990/OtherExpensesGrp/TotalAmt28409
IRS990/OtherExpensesGrp/TotalAmt34650
IRS990/OtherLiabilitiesGrp/BOYAmt0268784
IRS990/OtherLiabilitiesGrp/EOYAmt0494986
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt084443
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0140320
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt075217
IRS990/OtherSalariesAndWagesGrp/TotalAmt0299980
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt020673
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032020
IRS990/PayrollTaxesGrp/ProgramServicesAmt017909
IRS990/PayrollTaxesGrp/TotalAmt070602
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0283781
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04236677
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04100
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05268
IRS990/PrincipalOfficerNm0BEN MORAGA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0335838
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0335838
IRS990/ProgSrvcAccomActy2Grp/Desc0SUPPORTING OUR HEROES (FORMERLY THE PATRIOTS CONNECTION,) A PROGRAM OF THE RANCHO SANTA FE FOUNDATION, STRIVES TO RAISE THE AWARENESS OF AND PROVIDE FUNDING FOR THE NEEDS OF THE MILITARY THROUGH NONPROFIT SERVICE PROVIDERS IN SAN DIEGO COUNTY. SAN DIEGO HAS THE LARGEST CONCENTRATION OF MILITRARY ACTIVE & RETIRED PERSONNEL IN THE NATION. IN 2023, ACTIVE DUTY, VETERANS AND THEIR DEPENDENTS BENEFITTED FROM GRANTS TO 14 DIFFERENT ORGANIZATIONS FOR A TOTAL OF $350,300.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0350300
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0350300
IRS990/ProgSrvcAccomActy3Grp/Desc0RANCHO SANTA FE FOUNDATION'S ADVANCING EDUCATION GRANT PILLAR IS FOCUSED ON UNLOCKING THE BOUNDLESS POTENTIAL WITHIN OUR COMMUNITY. WE ARE COMMITTED TO SUPPORTING NONPROFITS THAT ARE CREATING A SEAMLESS PIPELINE OF LEARNING OPPORTUNITIES, STARTING WITH EARLY CHILDHOOD EDUCATION AND CONTINUING THROUGH K-12, POST-SECONDARY EDUCATION AND WORKFORCE DEVELOPMENT.IN 2023, 2 ORGANIZATIONS EACH BENEFITTED FROM TWO YEAR, $50,000 PER YEAR GRANTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0100000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0100000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011736649
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09725565
IRS990/PYInvestmentIncomeAmt04977888
IRS990/PYOtherExpensesAmt0455748
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0463700
IRS990/PYRevenuesLessExpensesAmt06129290
IRS990/PYSalariesCompEmpBnftPaidAmt0867634
IRS990/PYTotalExpensesAmt011048947
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017178237
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02094025
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,817,877
Liabilities
$45,980,732
Net assets
$114,837,145
Revenue
$15,000,167
Expenses
$12,906,142
Net income
$2,094,025
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
2023Detailed filing. Detailed filing data is available for this year.$161$46.0$115$15.0$12.9$2.09
2023Summary only. Only limited summary data is available for this year.$161$46.0$115$15.0$12.9$2.09
2022Summary only. Only limited summary data is available for this year.$147$42.5$104$17.2$11.0$6.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$49.5$117$22.3$13.3$8.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$42.1$106$11.9$12.9$0.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$36.1$96.9$12.3$12.2$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$28.8$87.8$22.3$8.82$13.5
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$30.8$89.4$10.2$9.01$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$25.0$83.5$12.1$6.24$5.91
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