Civic Intelligence

Rancho Santa Fe Foundation

990 • Fiscal year 2024 • EIN 95-3709639

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 07, 2025

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

0.27x

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

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

1.50x

Higher debt load relative to revenue than 79% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$268,241

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

125%

Faster revenue growth than 95% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$188,678,612

Up $27,860,735 (+17%) from 2023

Net Assets

Up

$138,004,739

Up $23,167,594 (+20%) from 2023

Liabilities

Up

$50,673,873

Up $4,693,141 (+10%) from 2023

Revenue

Up

$33,756,679

Up $18,756,512 (+125%) from 2023

Expenses

Up

$15,943,875

Up $3,037,733 (+24%) from 2023

Net Income

Up

$17,812,804

Up $15,718,779 (+751%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$188,678,612
Liabilities$50,673,873
Net Assets$138,004,739

Operations Trend

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

2024

Revenue$33,756,679
Expenses$15,943,875
Net Income$17,812,804
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$120,271,535
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$109,484,683$135,543,992▲ $26,059,309
Cash and Non-Interest-Bearing Accounts$1,646,004$2,872,326▲ $1,226,322
Savings and Temporary Cash Investments$678,234$663,998▼ $14,236
Land, Buildings, and Equipment, Net$27,958$22,134▼ $5,824
Pledges and Grants Receivable$4,236,677$17,552▼ $4,219,125
Prepaid Expenses and Deferred Charges$5,268$4,100▼ $1,168
Total Assets$160,817,877$188,678,612▲ $27,860,735
Other Assets Total$44,739,053$49,554,510▲ $4,815,457
Liabilities
Escrow Account Liability$44,199,154$49,066,299▲ $4,867,145
Grants Payable$1,238,431$1,131,939▼ $106,492
Other Liabilities$494,986$410,592▼ $84,394
Accounts Payable and Accrued Expenses$48,161$65,043▲ $16,882
Total Liabilities$45,980,732$50,673,873▲ $4,693,141
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,936,000$80,087,000▲ $22,151,000
Net Assets With Donor Restrictions$56,901,145$57,917,739▲ $1,016,594
Total Net Assets Fund Balance$114,837,145$138,004,739▲ $23,167,594
Total Liabilities and Net Assets / Fund Balance$160,817,877$188,678,612▲ $27,860,735

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,756$135,744$156,500
Leasehold Improvements$1,378$29,538$30,916
Other Assets Org$31,498--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$47,437,159$3,096,517▲ $3,915,394-$51,979,187
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ben MoragaPresident & CEOFT$246,782$21,459$268,241
Amy MyersDirector of PhilanthropyFT$169,015$7,923$176,938
Karen SprigleChief Operating OfficerPT$137,056$10,232$147,288
Nicole TubbsVP of FinanceFT$138,449$4,839$143,288

Board Members and Trustees

NameTitle
Linda KitchensBoard Chair
Carl WieseDirector
Elaine DodgeDirector
Janette PritchardDirector
Ken LittleDirector
Matt MillerDirector
Michael DyerDirector
Michael GregoireDirector
Richard MontanoDirector
Tom BuchholzDirector
Tracy MitchellDirector
Denise StillingerSecretary
Rick NorlingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,966,415
Program Service Revenue
$376,697
Investment Income
$3,413,522
Other Revenue
$45
All Other Contributions
$29,966,415
Change in Net Assets
$17,812,804

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 Traded18$13,960,914Stock Quote
Total Noncash Contributions18$13,960,914-

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,755,960
Revenue Not Reported on Financial Statements
$719
Revenue Not Reported on Form 990
$5,429,040
Other Revenue Adjustments
$719
Total Revenue per Audited Statements
$39,185,000
Total Revenue per Form 990
$33,756,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,349,383
Salaries, Compensation, and Employee Benefits$1,051,913
Other Expenses$542,579
Total Fundraising Expense$474,725
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$14,349,383--$14,349,383
Current Officers, Directors, Trustees, and Key Employees$160,836$345,436$229,482$735,754
Other Salaries and Wages$45,599$97,933$64,995$208,527
Occupancy$36,926$49,976$36,926$123,828
Advertising--$87,407$87,407
Payroll Taxes$14,982$32,178$21,372$68,532
Fees for Services Accounting$3,365$59,444$4,968$67,777
Information Technology$175$61,772-$61,947
Fees for Services Other-$55,528-$55,528
Other Employee Benefits$9,115$18,698$1,722$29,535
Insurance$645$27,375$919$28,939
Conferences and Meetings$19,041$1,517$5,705$26,263
Office Expenses$9,277$7,232$7,232$23,741
Depreciation Depletion-$10,607-$10,607
Pension Plan Contributions$2,091$4,491$2,983$9,565
Travel$136$5,495-$5,631
Fees for Services Legal-$4,160-$4,160
Other Expenses$1,332$1,332$1,332$3,996
All Other Expenses$1,038$680$1,039$2,757
Total Functional Expenses$14,670,039$799,111$474,725$15,943,875

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,946,000
Total Expenses per Form 990$15,943,875
Expenses per Audited Statements$15,943,552
Expenses Not Reported on Form 990$2,448
Expenses Not Reported on Financial Statements$323
Other Expense Adjustments$323
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Virginia Law School FoundationCharlottesville, VA501(c)(3)Education$750,000
San Diego Humane SocietySan Diego, CA501(c)(3)Animal Welfare$710,000
National Philanthropic TrustJenkintown, PA501(c)(3)Civic Engagement$629,104
Rock Ride on Center for KidsGeorgetown, TX501(c)(3)Recreation/sports/activities$625,000
Wellbeing Foundation America IncWilliamsville, NY501(c)(3)Social Services$600,000
Orange County Community FoundationIrvine, CA501(c)(3)Civic Engagement$400,251
Miraglo FoundationLa Jolla, CA501(c)(3)Health$400,000
Scripps Health FoundationLa Jolla, CA501(c)(3)Health$277,500
Nativity Prep AcademySan Diego, CA501(c)(3)Education$274,000
Rancho Santa Fe School DistrictRancho Santa Fe, CA501(c)(3)Education$245,714
Rancho Santa Fe Garden ClubRancho Santa Fe, CA501(c)(3)Arts & Culture$235,000
Burn InstituteSan Diego, CA501(c)(3)Health$232,725
Legacy Plus FoundationWilliamsville, NY501(c)(3)Civic Engagement$230,000
Future LegendsRancho Santa Fe, CA501(c)(3)Education$216,500
Uc San Diego FoundationLa Jolla, CA501(c)(3)Education$206,010
Bridge2rwandaLittle Rock, AR501(c)(3)Humanitarian-global$200,000
We CharityWilliamsville, NY501(c)(3)Civic Engagement$200,000
RANCHO SANTA FE WOMEN'S FUNDRancho Santa Fe, CA501(c)(3)Civic Engagement$164,790
Rancho Santa Fe Historical SocietyRancho Santa Fe, CA501(c)(3)Civic Engagement$160,250
Under the Sun FoundationSan Diego, CA501(c)(3)Arts & Culture$160,000
Ucsd Shiley Eye InstituteLa Jolla, CA501(c)(3)Health$141,000
Cristo Rey San Diego High SchoolSan Diego, CA501(c)(3)Education$135,600
Christian Center of Park CityPark City, UT501(c)(3)Social Services$130,000
Reins Therapeutic Horsemanship ProgramBonsall, CA501(c)(3)Animal Welfare$130,000
The Village ChurchRancho Santa Fe, CA501(c)(3)Religious$129,196
Casa De Amistad Centro De EnsenanzaSolana Beach, CA501(c)(3)Education$110,474
La Jolla Symphony and ChorusLa Jolla, CA501(c)(3)Arts & Culture$110,023
Soar IncBalsam, NC501(c)(3)Recreation/sports/activities$105,000
Oceanside Museum of ArtOceanside, CA501(c)(3)Arts & Culture$104,279
Eric Paredes Save a Life FoundationEl Cajon, CA501(c)(3)Advocacy$101,050
Employee Assistance FoundationBaton Rouge, LA501(c)(3)Social Services$100,000
Fresh Start Surgical Gifts IncCarlsbad, CA501(c)(3)Health$100,000
Mcalister InstituteEl Cajon, CA501(c)(3)Civic Engagement$100,000
Nature CollectiveEncinitas, CA501(c)(3)Environmental$96,153
Angels Foster Family NetworkSan Diego, CA501(c)(3)Social Services$91,989
Central Texas Food BankAustin, TX501(c)(3)Social Services$90,000
San Diego SquaredSan Diego, CA501(c)(3)Education$81,000
The Old GlobeSan Diego, CA501(c)(3)Arts & Culture$81,000
SAMARITAN'S PURSEBoone, NC501(c)(3)Health$80,000
American Friends of Chicken Shed IncNew York, NY501(c)(3)Arts & Culture$78,300
The Grauer SchoolEncinitas, CA501(c)(3)Education$77,877
American Legion Post 416 FoundationRancho Santa Fe, CA501(c)(3)Civic Engagement$77,265
Prager University FoundationSherman Oaks, CA501(c)(3)Advocacy$76,500
Interfaith Community ServicesEscondido, CA501(c)(3)Social Services$75,000
San Diego Volunteer Lawyer Program IncSan Diego, CA501(c)(3)Social Services$75,000
Feeding San DiegoSan Diego, CA501(c)(3)Social Services$71,800
Rachels Network IncWashington Dc, DC501(c)(3)Civic Engagement$67,500
Just in Time for Foster YouthSan Diego, CA501(c)(3)Advocacy$66,000
EdifyBoston, MA501(c)(3)Education$61,000
WayforwardAustin, TX501(c)(3)Social Services$60,868
American RiversWashington Dc, DC501(c)(3)Environmental$60,000
Nature & Culture InternationalDel Mar, CA501(c)(3)Arts & Culture$60,000
North Coast ChurchVista, CA501(c)(3)Religious$60,000
Emilio Nares FoundationSan Diego, CA501(c)(3)Health$59,500
The Clearity FoundationSan Diego, CA501(c)(3)Health$58,500
Project Next (formerly the San Marcos Promise)San Marcos, CA501(c)(3)Civic Engagement$57,000
American Cancer Society San DiegoSan Diego, CA501(c)(3)Health$56,000
Rancho Coastal Humane SocietyEncinitas, CA501(c)(3)Animal Welfare$53,000
San Diego FoundationSan Diego, CA501(c)(3)Humanitarian-global$53,000
San Dieguito River Park JpaEscondido, CA501(c)(3)Environmental$52,898
Meals on Wheels Greater San Diego IncSan Diego, CA501(c)(3)Social Services$52,000
St Francis Episcopal ChurchPauma Valley, CA501(c)(3)Religious$51,215
Girl Scouts San DiegoSan Diego, CA501(c)(3)Recreation/sports/activities$50,500
Austin Dog AllianceCedar Park, TX501(c)(3)Animal Welfare$50,000
Fellowship of Christian Athletes- Pacific Southwest RegionEncinitas, CA501(c)(3)Religious$50,000
Home Start IncSan Diego, CA501(c)(3)Social Services$50,000
Horizons Green Farm AcademyWestport, CT501(c)(3)Education$50,000
San Diego CoastkeeperSan Diego, CA501(c)(3)Environmental$50,000
Sonoran InstituteTucson, AZ501(c)(3)Education$50,000
The Humane LeagueRockville, MD501(c)(3)Animal Welfare$50,000
University of Maryland Baltimore FoundationBaltimore, MD501(c)(3)Education$50,000
Second ChanceSan Diego, CA501(c)(3)Social Services$48,000
Workshops for WarriorsSan Diego, CA501(c)(3)Military$45,500
Library Guild of Rancho Santa Fe IncRancho Santa Fe, CA501(c)(3)Arts & Culture$45,334
Vista Community ClinicVista, CA501(c)(3)Health$45,000
San Diego Symphony Orchestra AssociationSan Diego, CA501(c)(3)Arts & Culture$44,700
Retrievers and Friends of Southern CA IncTemecula, CA501(c)(3)Animal Welfare$42,000
Kgsa FoundationSt Paul, MN501(c)(3)Education$41,565
United Way of San Diego CountySan Diego, CA501(c)(3)Civic Engagement$41,000
Coastal Roots FarmEncinitas, CA501(c)(3)Environmental$40,000
The Outreach FoundationFranklin, TN501(c)(3)Religious$38,000
La Jolla Institute for ImmunologyLa Jolla, CA501(c)(3)Health$37,250
Santa Fe Christian SchoolsSolana Beach, CA501(c)(3)Education$37,000
Safe Gogo GrandmothersVista, CA501(c)(3)Religious$36,800
Rancho Santa Fe Senior CenterRancho Santa Fe, CA501(c)(3)Aging$36,373
Art of ElanSan Diego, CA501(c)(3)Arts & Culture$35,000
Earth JusticeSan Francisco, CA501(c)(3)Environmental$35,000
ElderhelpSan Diego, CA501(c)(3)Health$35,000
Voices for ChildrenRiverside, CA501(c)(3)Advocacy$35,000
Walindwa Charitable CorporationSan Diego, CA501(c)(3)Humanitarian-global$35,000
Elementary Institute of ScienceSan Diego, CA501(c)(3)Education$33,647
A Step BeyondEscondido, CA501(c)(3)Social Services$33,368
San Diego FoundationSan Diego, CA501(c)(3)Humanitarian-global$33,350
St Augustine AcademyVentura, CA501(c)(3)Education$32,862
Campus Crusade for ChristOrlando, FL501(c)(3)Religious$31,000
San Dieguito River Valley ConservancySan Diego, CA501(c)(3)Environmental$30,203
Access Youth AcademySan Diego, CA501(c)(3)Recreation/sports/activities$30,000
Aerial RecoveryNashville, TN501(c)(3)Humanitarian-global$30,000
BRAD'S BLESSINGSCincinnati, OH501(c)(3)Religious$30,000
Black Mountain HomeBlack Mountain, NC501(c)(3)Humanitarian-global$30,000
Borderlands Restoration NetworkPatagonia, AZ501(c)(3)Environmental$30,000
Csu San Marcos FoundationSan Marcos, CA501(c)(3)Education$30,000
Institute for Shipboard EducationDallas, TX501(c)(3)Education$30,000
Phait Predictive Health Analytics InstituteGig Harbor, WA501(c)(4)Health$30,000
Safina CenterSetauket, NY501(c)(3)Environmental$30,000
Southern CA Golden Retriever RescueLos Angeles, CA501(c)(3)Animal Welfare$30,000
St Clare of Assisi Catholic SchoolEdwards, CO501(c)(3)Education$30,000
The Kids CollegeVista, CA501(c)(3)Education$30,000
Encinitas Coastal Rotary ClubEncinitas, CA501(c)(3)Humanitarian-global$29,000
ST MADELEINE SOPHIE'S TRAINING CENTEREl Cajon, CA501(c)(3)Social Services$28,000
Young Life - Inner City San DiegoHarlan, IA501(c)(3)Religious$27,500
Freedom DogsOceanside, CA501(c)(3)Animal Welfare$27,000
World Vision IncFederal Way, WA501(c)(3)Advocacy$26,000
College Area Pregnancy Services IncSan Diego, CA501(c)(3)Health$25,600
Pacific Ridge SchoolCarlsbad, CA501(c)(3)Education$25,500
San Diego Botanic GardenEncinitas, CA501(c)(3)Environmental$25,010
Accountability Board IncWakefield, MA501(c)(3)Advocacy$25,000
Amvets Dept of California Service FoundationSan Diego, CA501(c)(3)Advocacy$25,000
Center for Responsible Food BusinessBethlehem, PA501(c)(3)Advocacy$25,000
Mercy Hospital FoundationSan Diego, CA501(c)(3)Health$25,000
Mother of Divine Grace SchoolOjai, CA501(c)(3)Education$25,000
Promises2kidsSan Diego, CA501(c)(3)Social Services$25,000
San Diego Police Officers Assocation FoundationSan Diego, CA501(c)(3)Civic Engagement$25,000
Social Venture Partners San DiegoSan Diego, CA501(c)(3)Social Services$25,000
Team4tech FoundationMenlo Park, CA501(c)(3)Education$25,000
The LyceumSouth Euclid, OH501(c)(3)Education$25,000
Tri-city Christian SchoolVista, CA501(c)(3)Education$25,000
Ut Southwestern Medical CenterDallas, TX501(c)(3)Health$25,000
Ut Southwestern Moncrief Cancer InstituteDallas, TX501(c)(3)Health$25,000
WildcoastDel Mar, CA501(c)(3)Animal Welfare$25,000
WindwalkersCarbondale, CO501(c)(3)Animal Welfare$25,000
Rancho Santa Fe Community CenterRancho Santa Fe, CA501(c)(3)Recreation/sports/activities$24,652
Venture ChurchEncinitas, CA501(c)(3)Religious$24,000
StepSan Diego, CA501(c)(3)Military$23,416
Young Life - Rancho Del SolSolana Beach, CA501(c)(3)Recreation/sports/activities$23,400
Center for Community SolutionsSan Diego, CA501(c)(3)Advocacy$23,000
Face FoundationSan Diego, CA501(c)(3)Animal Welfare$23,000
Friends Can Make It Happen IncMountain Top, PA501(c)(3)Social Services$22,618
Rancho Santa Fe Fire District FoundationRancho Santa Fe, CA501(c)(3)Civic Engagement$22,000
Saint Jeanne De Lestonnac SchoolTemecula, CA501(c)(3)Education$21,337
Monarch SchoolSan Diego, CA501(c)(3)Education$21,000
Boys to Men Mentoring Network IncSpring Valley, CA501(c)(3)Civic Engagement$20,700
San Diego Rescue Mission IncSan Diego, CA501(c)(3)Social Services$20,400
Beach & Country GuildRancho Santa Fe, CA501(c)(3)Health$20,000
Foothill Country Day SchoolClaremont, CA501(c)(3)Education$20,000
Good Shepherd Episcopal SchoolDallas, TX501(c)(3)Religious$20,000
Horizon Christian Fellowship Rancho Santa FeRancho Santa Fe, CA501(c)(3)Religious$20,000
La Jolla Music SocietyLa Jolla, CA501(c)(3)Arts & Culture$20,000
Landmark ChurchDiamond Bar, CA501(c)(3)Religious$20,000
Leap to SuccessCarlsbad, CA501(c)(3)Social Services$20,000
Love DoesSan Diego, CA501(c)(3)Advocacy$20,000
Lwala Community Alliance IncNashville, TN501(c)(3)Advocacy$20,000
Operation 360Bertram, TX501(c)(3)Health$20,000
Rancho Santa Fe Rotary FoundationRancho Santa Fe, CA501(c)(3)Social Services$20,000
Wounded Warrior Homes IncSan Marcos, CA501(c)(3)Military$20,000
Community Resource CenterEncinitas, CA501(c)(3)Social Services$19,373
United Through ReadingSan Diego, CA501(c)(3)Military$18,666
Don Diego Scholarship FoundationDel Mar, CA501(c)(3)Education$18,500
Armed Services Ymca San DiegoSan Diego, CA501(c)(3)Military$18,166
Foundation for Women WarriorsVista, CA501(c)(3)Military$18,166
Social Advocates for Youth San Diego IncSan Diego, CA501(c)(3)Military$18,166
Zero8hundredSan Diego, CA501(c)(3)Military$18,166
Vail Valley Foundation IncAvon, CO501(c)(3)Advocacy$17,500
Nsn Ayiti IncWeatherford, TX501(c)(3)Religious$17,000
Csu San MarcosSan Marcos, CA501(c)(3)Education$16,000
Institute of Contemporary Art San DiegoEncinitas, CA501(c)(3)Arts & Culture$15,600
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501(c)(3)Health$15,500
Ecolife ConservationCarlsbad, CA501(c)(3)Environmental$15,073
Center for Biological DiversityTucson, AZ501(c)(3)Environmental$15,000
Greener by DefaultSpringfield, IL501(c)(3)Advocacy$15,000
HOWIE'S HOUSEPhiladelphia, PA501(c)(3)Social Services$15,000
Liberty Baptist ChurchNewport Beach, CA501(c)(3)Religious$15,000
New Roots InstituteLos Angeles, CA501(c)(3)Advocacy$15,000
People for PseoMinneapolis, MN501(c)(3)Education$15,000
Salvation Army Austin Area CommandAustin, TX501(c)(3)Social Services$15,000
Scarlet SparkBangor, PA501(c)(3)Animal Welfare$15,000
SentientSan Francisco, CA501(c)(3)Advocacy$15,000
St Francis Centerlbicc IncLong Beach Twp, NJ501(c)(3)Recreation/sports/activities$15,000
Positive Coaching AlliancePasadena, CA501(c)(3)Education$14,000
Pleasants County LibrarySt Marys, WV501(c)(3)Education$13,372
Curebound IncSan Diego, CA501(c)(3)Health$13,250
International Rescue Committee San DiegoAlbert Lea, MN501(c)(3)Humanitarian-global$13,000
San Diego Zoo Wildlife AllianceSan Diego, CA501(c)(3)Animal Welfare$12,100
Presbyterian Church of Big WoodKetchum, ID501(c)(3)Religious$12,000
San Diego Regional Fire FoundationSan Diego, CA501(c)(3)Civic Engagement$12,000
SupportabilityIrvine, CA501(c)(3)Animal Welfare$12,000
FATHER JOE'S VILLAGESSan Diego, CA501(c)(3)Social Services$11,500
Fellowship of Christian Athletes San Diego CountyCarlsbad, CA501(c)(3)Religious$11,500
InewsourceSan Diego, CA501(c)(3)Advocacy$11,500
Palomar CollegeSan Marcos, CA501(c)(3)Education$11,500
Miracosta College FoundationOceanside, CA501(c)(3)Education$11,000
Solutions for Change IncVista, CA501(c)(3)Religious$11,000
Wells of Life IncSan Juan Capistrano, CA501(c)(3)Humanitarian-global$10,500
Noah Homes IncSpring Valley, CA501(c)(3)Social Services$10,300
ALZHEIMER'S ASSOCIATION - LONG ISLANDMelville, NY501(c)(3)Health$10,000
Athletes and Causes FoundationThonotosassa, FL501(c)(3)Health$10,000
Barrio Logan College InstituteSan Diego, CA501(c)(3)Education$10,000
Boys & Girls Clubs of Capistrano ValleySan Juan Capistrano, CA501(c)(3)Recreation/sports/activities$10,000
City of HopeDuarte, CA501(c)(3)Health$10,000
Common Ground SocietySanta Rosa, CA501(c)(3)Advocacy$10,000
FRAN'S PLACE -- CENTER FOR CANCER COUNSELINGBrea, CA501(c)(3)Health$10,000
Intervarsity Christian Fellowship - USAMadison, WI501(c)(3)Religious$10,000
Jackie Robinson YmcaSan Diego, CA501(c)(3)Health$10,000
Kraemer Endowment FoundationEl Cajon, CA501(c)(3)Health$10,000
Kyoto Symposium OrganizationLa Jolla, CA501(c)(3)Education$10,000
Living on the EdgeSuwanee, GA501(c)(3)Religious$10,000
Lucky Duck FoundationSan Diego, CA501(c)(3)Social Services$10,000
Lustgarten FoundationWoodbury, NY501(c)(3)Health$10,000
Mercy Chefs IncPortsmouth, VA501(c)(3)Social Services$10,000
Mission Increase San DiegoPortland, OR501(c)(3)Religious$10,000
Ocean Discovery InstituteSan Diego, CA501(c)(3)Animal Welfare$10,000
Pacific Legal FoundationSacramento, CA501(c)(3)Advocacy$10,000
Park City Community Methodist ChurchPark City, UT501(c)(3)Religious$10,000
Partnership to End AddictionNew York, NY501(c)(3)Education$10,000
ProducegoodOceanside, CA501(c)(3)Religious$10,000
Puppies Behind Bars IncNew York, NY501(c)(3)Education$10,000
Rockhurst UniversityKansas City, MO501(c)(3)Education$10,000
San Diego Food System AllianceSan Diego, CA501(c)(3)Social Services$10,000
San Diego Rowing ClubSan Diego, CA501(c)(3)Recreation/sports/activities$10,000
Student Organizing IncDenver, CO501(c)(3)Civic Engagement$10,000
Thrive Animal Rescue IncSan Diego, CA501(c)(3)Animal Welfare$10,000
United States of America Rugby Football Union LtdGlendale, CO501(c)(3)Recreation/sports/activities$10,000
Wounded Warrior Project IncTopeka, KS501(c)(3)Military$10,000
Rotary InternationalChicago, IL501(c)(3)Humanitarian-global$9,111
Grace PointNewtown, PA501(c)(3)Religious$9,000
San Diego Natural History MuseumSan Diego, CA501(c)(3)Arts & Culture$9,000
Palomar College FoundationSan Marcos, CA501(c)(3)Education$8,500
First Church of Christ ScientistRancho Santa Fe, CA501(c)(3)Religious$8,463
Hillsdale CollegeHillsdale, MI501(c)(3)Education$8,250
Cancer for CollegeSan Diego, CA501(c)(3)Health$8,000
Mission Edge San Diegobro-amPasadena, CA501(c)(3)Education$7,750
Change ReactionSherman Oaks, CA501(c)(3)Social Services$7,500
La Jolla Rotary FoundationLa Jolla, CA501(c)(3)Civic Engagement$7,500
Point Loma Nazarene UniversitySan Diego, CA501(c)(3)Education$7,500
Hope for San DiegoSan Diego, CA501(c)(3)Religious$7,400
North County LifelineVista, CA501(c)(3)Social Services$7,250
California Polytechnic University - SloSan Luis Obispo, CA501(c)(3)Education$7,000
Kpbs Public BroadcastingSan Diego, CA501(c)(3)Advocacy$7,000
Planned Parenthood of the Pacific SouthwestSan Diego, CA501(c)(3)Health$7,000
Via Veritas IncChattanooga, TN501(c)(3)Religious$7,000
San Diego State UniversitySan Diego, CA501(c)(3)Education$6,900
Boys & Girls Clubs of Northwest San Diego County (bgcnwsd)Solana Beach, CA501(c)(3)Recreation/sports/activities$6,700
THE BISHOP'S SCHOOLLa Jolla, CA501(c)(3)Education$6,350
Maranatha ChapelSan Diego, CA501(c)(3)Religious$6,200
Agua Hedionda Lagoon FoundationCarlsbad, CA501(c)(3)Environmental$6,000
Doctors Without BordersNew York, NY501(c)(3)Humanitarian-global$6,000
Japanese Friendship Garden of San DiegoSan Diego, CA501(c)(3)Environmental$6,000
Laughing Pony Rescue IncRancho Santa Fe, CA501(c)(3)Animal Welfare$6,000
Spreckels Organ SocietySan Diego, CA501(c)(3)Arts & Culture$6,000
Vets Beyond the UniformVista, CA501(c)(3)Military$6,000
World Outreach Ministries IncMarietta, GA501(c)(3)Religious$6,000
North Coast Repertory TheatreSolana Beach, CA501(c)(3)Arts & Culture$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$410,592
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
2025-10-07
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
9
Volunteers
25

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 17,038.

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 $49,066,299 at december 31, 2024.

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, 2024. At december 31, 2024, the federal statute of limitations remains open for 2022 through 2024 years. The statute of limitations for the state income tax returns remains open for the 2021 through 2024 years.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rounding activity included in the charitable special assets fund 74,250. Change in charitable remainder trust 17,038.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

ROUNDING 719.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses reported on related organization - rsff csaf 2,448.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

ROUNDING 323.

Raw XML AppendixShowing 400 of 3,233 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/LandBldgEquipCostOrOtherBssAmt0187416
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt086514856
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/NetAssetsOrFundBalancesBOYAmt0114837145
IRS990/NetAssetsOrFundBalancesEOYAmt0138004739
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-219856
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-219856
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt045
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt045
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05337752
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt057936000
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt080087000
IRS990/NoncashContributionsAmt013960914
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt036926
IRS990/OccupancyGrp/ManagementAndGeneralAmt049976
IRS990/OccupancyGrp/ProgramServicesAmt036926
IRS990/OccupancyGrp/TotalAmt0123828
IRS990/OfficeExpensesGrp/FundraisingAmt07232
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07232
IRS990/OfficeExpensesGrp/ProgramServicesAmt09277
IRS990/OfficeExpensesGrp/TotalAmt023741
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt044739053
IRS990/OtherAssetsTotalGrp/EOYAmt049554510
IRS990/OtherChangesInNetAssetsAmt017038
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01722
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018698
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09115
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029535
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc3PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/FundraisingAmt05404
IRS990/OtherExpensesGrp/FundraisingAmt13239
IRS990/OtherExpensesGrp/FundraisingAmt21332
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05404
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13239
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26614
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31332
IRS990/OtherExpensesGrp/ProgramServicesAmt011529
IRS990/OtherExpensesGrp/ProgramServicesAmt13239
IRS990/OtherExpensesGrp/ProgramServicesAmt21330
IRS990/OtherExpensesGrp/ProgramServicesAmt31332
IRS990/OtherExpensesGrp/TotalAmt022337
IRS990/OtherExpensesGrp/TotalAmt19717
IRS990/OtherExpensesGrp/TotalAmt27944
IRS990/OtherExpensesGrp/TotalAmt33996
IRS990/OtherLiabilitiesGrp/BOYAmt0494986
IRS990/OtherLiabilitiesGrp/EOYAmt0410592
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt064995
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097933
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045599
IRS990/OtherSalariesAndWagesGrp/TotalAmt0208527
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt021372
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032178
IRS990/PayrollTaxesGrp/ProgramServicesAmt014982
IRS990/PayrollTaxesGrp/TotalAmt068532
IRS990/PensionPlanContributionsGrp/FundraisingAmt02983
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04491
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02091
IRS990/PensionPlanContributionsGrp/TotalAmt09565
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04236677
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt017552
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05268
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04100
IRS990/PrincipalOfficerNm0BEN MORAGA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525920
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT FEE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0376697
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0376697
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 2024, ACTIVE DUTY, VETERANS AND THEIR DEPENDENTS BENEFITTED FROM GRANTS TO 6 DIFFERENT ORGANIZATIONS FOR A TOTAL OF $4,109,000.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0109000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0109000
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 2024, 2 ORGANIZATIONS EACH BENEFITTED FROM TWO YEAR, $50,000 PER YEAR GRANTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0100000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0100000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011269712
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt011179702
IRS990/PYInvestmentIncomeAmt03394617
IRS990/PYOtherExpensesAmt0705145
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0335838
IRS990/PYRevenuesLessExpensesAmt02094025
IRS990/PYSalariesCompEmpBnftPaidAmt01021295
IRS990/PYTotalExpensesAmt012906142
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015000167
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt017812804
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt045
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0376697
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0678234
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0663998
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER - 2020 AMOUNT: $ 5,434.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029966415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt011269712
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011736649
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011709562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08371022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt073053360
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03633423
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03077772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02155269

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$189$50.7$138$33.8$15.9$17.8
2023Summary only. Only limited summary data is available for this year.$161$46.0$115$15.0$12.9$2.09
2022Summary only. Only limited summary data is available for this year.$147$42.5$104$17.2$11.0$6.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$49.5$117$22.3$13.3$8.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$42.1$106$11.9$12.9$0.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$36.1$96.9$12.3$12.2$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$28.8$87.8$22.3$8.82$13.5
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$30.8$89.4$10.2$9.01$1.20
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