2016-01-29T16:40:36-06:00 2015-06-30 770291466 HINRICHER DOUGLAS & PORTER LLP 3275 OLD CONEJO RD THOUSAND OAKS CA 91320 990 2014-07-01 951132930 RANCHO SANTA FE ASSOCIATION RANC 8587561174 PO BOX A RANCHO SANTA FE CA 92067 BILL OVERTON GENERAL MGR/SECRETARY 8587561174 2016-01-29 1 GARY PORTER P00027872 8054961883 2014 2016-04-25 22:37:26Z BILL OVERTON PO BOX A RANCHO SANTA FE CA 92067 18093347 0 X WWW.RSFASSOCIATION.ORG X 1928 CA TO PROVIDE THE COMMUNITY WITH SERVICES TO PROPERTY OWNERS AND THE PUBLIC. 7 7 175 0 0 0 35529 0 13984381 14275093 24755 26395 1291749 2176247 15336414 16477735 0 0 0 0 8438820 8035832 0 0 0 5291090 6277300 13729910 14313132 1606504 2164603 47957620 48891266 6783329 6981437 41174291 41909829 X TO PROTECT, PRESERVE, MAINTAIN & ENHANCE THE COMMUNITY, ITS NATURAL RESOURCES, BEAUTY, QUALITY OF LIFE & COMMUNITY CHARACTER. THE ASSOCIATION PROVIDES FOR MAINTENANCE OF FACILITIES, SERVICES FOR THE GENERAL HEALTH, SAFETY & WELFARE OF THE ASSOCIATION MEMBERS, AND ENFORCEMENT OF THE PROVISIONS OF THE RANCHO SANTA FE PROTECTIVE COVENANT. 0 0 8114025 8872964 THE GOLF CLUB IS THE ASSOCIATION'S MOST SUBSTANTIAL RECREATIONAL ASSET. MEMBERSHIP IN THE CLUBIS AVAILABLE ONLY TO MEMBERS OF THE RANCHO SANTA FE ASSOCIATION, BY VIRTUE OF OWNERSHIP OFCOVENANT PROPERTY. THE CLUB CURRENTLY HAS OVER 600 MEMBERS. A VARIETY OF MEMBERSHIPTYPES, INCLUDING PRIVILEGES FOR A LIMITED NUMBER OF ROUNDS PER YEAR, ARE AVAILABLE AND CAN BEEXPLORED WITH THE ASSOCIATION'S MEMBER SERVICES STAFF.THE ORIGINAL COURSE, DESIGNED BY MAX BEHR, OPENED IN 1927 AND WAS THE ORIGINAL SITE OF THE BING CROSBY PRO-AM TOURNAMENT. THE COURSE UNDERWENT AN EXTENSIVE RENOVATION ANDREPLANTING IN 2002. THIS WORLD-CLASS COURSE IS AN EIGHTEEN HOLE, 7,073 YARD PAR 72 COURSERECENTLY REDESIGNED BY DAVID FLEMING. A FULL SERVICE PRO SHOP FEATURES BAG STORAGE, CLUB REPAIR, MERCHANDISE SALES AND CART RENTALS. THE 13,000 SQUARE FOOT GOLF CLUBHOUSE WAS EXTENSIVELY REMODELED IN 1995. ITS DINING ROOM AND LOUNGE ARE AVAILABLE FOR USE BY ALL RANCHO SANTA FE ASSOCIATION MEMBERS. 5709920 GENERAL SERVICES - INCLUDING PARKS AND RECREATION, WHICH IS RESPONSIBLE FOR THE MAINTENANCEOF ASSOCIATION GROUNDS, ROADSIDES AND FACILITIES. SECURITY PATROL, WHICH PROVIDES PRIVATE SECURITY SERVICE TO THE MEMBERSHIP.MEMBER SERVICES, WHICH HANDLES ASSESSMENTS, ACCOUNTING AND CONTRACT MANAGEMENT. PLANNING, WHICH INCLUDES LAND USE PROCESSING, SPECIAL PROJECTS AND GENERAL PLANNING FUNCTIONS;AND BUILDING, WHICH ADMINISTERS THE COVENANT DESIGN REVIEW PROCESS INCLUDING THE ISSUANCE OF BUILDING ANDGRADING PERMITS. 264922 299306 THE TENNIS CLUB IS LOCATED JUST NORTH OF DOWNTOWN RANCHO SANTA FE AND ADJACENT TO THE GOLFCLUB ON VIA DE LA CUMBRE. THIS "LILY AWARD" WINNING CLUBHOUSE IS NESTLED IN A NATURAL SETTINGTHAT OVERLOOKS THE COURTS AS WELL AS THE GOLF COURSE. THE 3,100 SQUARE FOOT TENNISCLUBHOUSE CONTAINS THE PRO SHOP, INCLUDING MERCHANDISE SALES AND RACQUET REPAIR, AND THECLUB'S ACTIVITY CENTER.THE TENNIS CLUB BOASTS TWELVE CHAMPIONSHIP COURTS INCLUDING TWO SOFT COURTS. ANENTHUSIASTIC GROUP OF TENNIS PLAYERS KEEP THE COURTS BUSY WITH LEAGUE PLAY, SOCIALS, WEEKLYMIXERS, SUMMER CAMPS FOR JUNIORS, AND TOURNAMENTS. PRIVATE AND GROUP LESSONS AREAVAILABLE FOR ADULT AND JUNIOR PLAYERS OF ALL LEVELS. THEIR PHILOSOPHY IS TO MAKE LEARNING ASFUN AS POSSIBLE, AND TO BUILD CONFIDENCE IN THE PLAYER AS WELL AS A LOVE FOR THE GAME. 457432 1595545 THE OSUNA RANCH IS A 25-ACRE GATED FACILITY IN THE RANCHO SANTA FE CONVENANT. THE RANCH IS PRIVATELY OWNED AND MANAGED BY RANCHO SANTA FE ASSOCIATION. OSUNA RANCH HAS 140 MEMBERS AND STABLES FILLED WITH 110 HORSES. MEMBERS BENEFIT FROM SOCIAL ACTIVITES, HORSE SHOWS AND CAN ENJOY ACCESS TO 40 MILES OF GROOMED TRAILS.COVENANT ENHANCEMENT FUNDS PROVIDES THE MEMBERS LARGE CAPITAL IMPROVEMENTS SUCH AS OSUNA RANCH. 457432 1595545 8836379 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 86 0 1 175 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 0 0 1 1 0 0 1 1 0 1 0 1 0 0 0 X DON MAY 8587561174 PO BOX A RANCHO SANTA FE CA 92067 X PHILIP WILKINSON DIRECTOR 4.00 X 0 0 0 KIM EGGLESTON TREASURER 4.00 X X 0 0 0 HEATHER SLOSAR VICE PRESIDENT 4.00 X X 0 0 0 JERRY YAHR DIRECTOR 4.00 X 0 0 0 ANN BOON PRESIDENT 4.00 X X 0 0 0 MIKE LICOSATI DIRECTOR 4.00 X 0 0 0 FRED WASSERMAN DIRECTOR 4.00 X 0 0 0 ALFONSO CASTRO GOLF CLUB MANAGER 40.00 X 239992 0 36560 TIM BARRIER GOLF COURSE SUPERINTENDENT 40.00 X 226682 0 37005 SCOTT JOHNSON HEAD GOLF PROFESSIONAL 40.00 X 123607 0 31776 ROBERT GREEN BUILDING COMMISSIONER 40.00 X 134596 0 19303 BRIAN FREERKSEN EXECUTIVE CHEF 40.00 X 126904 0 21370 MATT WELLHOUSER CHIEF OF PATROL 40.00 X 135549 0 41998 ARNOLD DUANE KEENE FIELD OPERATIONS MANAGER 40.00 X 100051 0 27286 PETER B SMITH FORMER ASSOCIATION MANAGER 40.00 X 320957 0 29102 IVAN HOLLER FORMER ACTING MANAGER - SECRETARY 40.00 X 163410 0 24655 STEVEN F COMSTOCK FORMER CHIEF FINANCIAL DIRECTOR 40.00 X 180270 0 36686 1752018 0 305741 10 1 1 0 INTEGRITY GOLF 1492 RAINBOW VALLEY ROAD FALLBROOK CA 92028 INSTALLED ARTIFICIAL GRASS/TURF FOR GOLF 907841 1 GOLF REVENUE 531390 6790877 6790877 MEMBER ASSESSMENTS 531390 5669973 5669973 COMMUNITY ENHANCEMENT FUND 531390 1014756 1014756 OSUNA REVENUE 531390 500738 500738 TENNIS REVENUE 531390 298749 298749 14275093 26395 26395 13686 500 13186 13186 13186 3210972 1615112 1595860 1595860 TURF REMOVAL REBATE 531390 466112 466112 OTHER INCOME 531390 101089 101089 567201 16477735 16477735 0 0 X 564531 564531 5210528 2722952 2487576 324247 184580 139667 1055982 660433 395549 880544 566669 313875 198792 36374 162418 24000 24000 666705 55828 610877 356090 197107 158983 38867 29810 9057 191871 191871 1375473 1161520 213953 293541 190508 103033 UTILITIES 1075459 865622 209837 REPAIRS AND MAINTENANCE 622791 288636 334155 SUPPLIES 513264 485934 27330 ADMINISTRATIVE SERVICES 464472 390440 74032 455975 243564 212411 14313132 8836379 5476753 0 3446 250000 13458960 14843785 1345829 1703483 339842 301655 203966 8839 49819944 18374005 32605577 31445939 0 337565 47957620 48891266 1777210 1252238 1007917 5006119 4397038 0 324244 6783329 6981437 X 41174291 41909829 41174291 41909829 47957620 48891266 2164603 -1429065 0 X X 0 1 X 1 0 15897044 15897044 33922900 18374005 15548895 31445939 OTHER LIABILITIES 324244 324244 16477735 0 16477735 0 16477735 14313132 0 14313132 0 14313132 0 0 0 0 0 0 0 0 0 ALFONSO CASTRO GOLF CLUB MANAGER 224242 0 15750 0 0 0 23000 0 13560 0 276552 0 283155 0 TIM BARRIER GOLF COURSE SUPERINTENDENT 218682 0 8000 0 0 0 17004 0 20001 0 263687 0 204322 0 SCOTT JOHNSON HEAD GOLF PROFESSIONAL 121607 0 2000 0 0 0 12361 0 19415 0 155383 0 163915 0 ROBERT GREEN BUILDING COMMISSIONER 128596 0 6000 0 0 0 3986 0 15317 0 153899 0 156179 0 MATT WELLHOUSER CHIEF OF PATROL 129549 0 6000 0 0 0 22887 0 19111 0 177547 0 132153 0 PETER B SMITH FORMER ASSOCIATION MANAGER 320957 0 0 0 0 0 23000 0 6102 0 350059 0 298707 0 IVAN HOLLER FORMER ACTING MANAGER - SECRETARY 150910 0 12500 0 0 0 5028 0 19627 0 188065 0 182831 0 STEVEN F COMSTOCK FORMER CHIEF FINANCIAL DIRECTOR 174270 0 6000 0 0 0 23000 0 13686 0 216956 0 164568 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION IS A HOMEOWNER'S ASSOCIATION CONSISTING OF 1721 RESIDENTAL LOTS. OWNERS ARE AUTOMATICALLY GRANTED MEMBERSHIP IN THE ASSOCATION UPON PURCHASE OF THEIR LOT. FORM 990, PART VI, SECTION B, LINE 11 TAX RETURNS ARE DIGITALLY SCANNED AND ELECTRONICALLY TRANSMITTED TO THE ASSOCIATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE AND SIGN CONFLICT OF INTEREST POLICY ANNUALLY. FORMS ARE THEN REVIEWED BY THE EXECUTIVE SECRETARY AND MANAGER FOR ANY POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES MARKET SURVEY AND PROFESSIONAL INDEPENDENT ANALYSIS TO DETERMINE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY POSTING / LINKED TO THE ORGANIZATION'S WEB SITE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 55,828. MANAGEMENT AND GENERAL EXPENSES 610,877. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 666,705. FORM 990, PART IX, LINE 24E MISCELLANEOUS: PROGRAM SERVICE EXPENSES 125,353. MANAGEMENT AND GENERAL EXPENSES 63,979. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 189,332. PROPERTY TAXES: PROGRAM SERVICE EXPENSES 68,646. MANAGEMENT AND GENERAL EXPENSES 22,131. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,777. BAD DEBT EXPENSES: PROGRAM SERVICE EXPENSES 14,153. MANAGEMENT AND GENERAL EXPENSES 60,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,153. COMMITTEE EXPENSES: PROGRAM SERVICE EXPENSES 17,391. MANAGEMENT AND GENERAL EXPENSES 38,711. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,102. OPERATING EXPENSES: PROGRAM SERVICE EXPENSES 12,322. MANAGEMENT AND GENERAL EXPENSES 20,939. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,261. LICENSES AND PERMITS: PROGRAM SERVICE EXPENSES 4,978. MANAGEMENT AND GENERAL EXPENSES 2,065. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,043. AUTO EXPENSES: PROGRAM SERVICE EXPENSES 721. MANAGEMENT AND GENERAL EXPENSES 4,586. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,307. FORM 990, PART XII, LINE 2C: THERE ARE NO CHANGES FROM PRIOR YEAR TO ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.