2015-05-06T16:13:48-05:00 2014-06-30 WILKINSON HADLEY KING & CO LLP 218 W DOUGLAS AVENUE EL CAJON CA 92020 990 2013-07-01 330787566 RANCHO SANTA FE EDUCATION FOUNDATION % ALLISON OPPELTZ RANC 8587561141 PO BOX 809 Suite RANCHO SANTA FE CA 92067 KRISTIN MOSS FINANCIAL CHAIR 6194476700 2015-04-27 true AUBREY KING P00691156 6194476700 2013 2016-02-25 16:41:14Z LYNN FRANK CHAIR PO BOX 890 RANCHO SANTA FE CA 92067 2006590 false X N/A X 2007 CA TO PROVIDE THE LEADERSHIP TO ENGAGE SCHOOL PARENTS AND COMMUNITY AT PARENTS & COMMUNITY AT LARGE TO SUPPORT RSF SCHOOL DISTRICT THROUGH FINANCIAL CONTRIBUTIONS, ALLOWING EXTRAORDINARY PUBLIC EDUCATION. 22 22 0 185 0 1150269 1654547 33383 60268 161914 225841 -4138 18967 1341428 1959623 1000000 1100000 0 0 0 0 0 0 0 87702 144001 1087702 1244001 253726 715622 5466555 6611706 15900 17500 5450655 6594206 THE PRIMARY EXEMPT PURPOSE OF THE RANCHO SANTA FE EDUCATION FOUNDATION IS TO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAMS PROVIDED TO STUDENTS IN THE RANCHO SANTA FE SCHOOL DISTRICT. false false 1144966 60268 THE RSFEF PROVIDES THE FSF SCHOOL DISTRICT WITH A $1.1M GRANNT, WHICH AMOUNTS TO 11% OF THEIR ANNUAL BUDGET. THESE FUNDS ARE USED TO LOWER CLASS SIZE, PROVIDE LITERACY SUPPORT, MORE SPECIALIZED TEACHERS, AN INTEGRATED SCIENCE PROGRAM WHICH INCLUDES SCRIPPS OCEAN PARTERSHIP & SCIENCE DISCOVERY DAY, AND A DIFFERENTIATED MATHEMATICS' PROGRAM. 1144966 true true false false false false false false true false false false false false true true false false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 12 0 0 false false false false false true true false false false false false X 22 22 true false true false false false false true true false false true true true true false false false CA X ALLISON OPPELTZ 8587561141 5927 LA GRANADA Rancho Santa Fe CA 92067 BRIAN CONNELLY TRUSTEE 1.0 X 0 0 0 BOB GIARGIARI TRUSTEE 1.0 X 0 0 0 GREG ARNOLD TRUSTEE 1.0 X 0 0 0 GABRIELLE ORATZ TRUSTEE 1.0 X 0 0 0 SHAUNNA KAHAN TRUSTEE 1.0 X 0 0 0 JEFF SYMON TRUSTEE 1.0 X 0 0 0 DANA KNEES TRUSTEE 1.0 X 0 0 0 AUDREY BUCHNER TRUSTEE 1.0 X 0 0 0 KAREN NICHOLAS TRUSTEE 1.0 X 0 0 0 ALEXIA BREGMAN VICE CHAIR 1.0 X 0 0 0 ALEX COE TRUSTEE 1.0 X 0 0 0 AMY BROWN TRUSTEE 1.0 X 0 0 0 STACY SHAHRI TRUSTEE 1.0 X 0 0 0 VINCE LIPTAK TRUSTEE 1.0 X 0 0 0 DANIELE POLLIN TRUSTEE 1.0 X 0 0 0 GLENN ORATZ TRUSTEE 1.0 X 0 0 0 PATRICK RITTO TRUSTEE 1.0 X 0 0 0 LINDY DELANEY TRUSTEE 1.0 X 0 185812 0 TYLER SELTZER EX-OFFICIO 1.0 X 0 0 LYNN FRANK CHAIR 2.0 X 0 0 0 EVAN MALTER VICE CHAIR 2.0 X 0 0 0 PATRICK RITTO VICE CHAIR 2.0 X 0 0 0 SAMANTHA WALKER SECRETARY/PARLIAMENTARIAN 2.0 X 0 0 0 KRISTIN MOSS TREASURER/FINANCE CHAIR 2.0 X 0 0 0 0 185812 0 0 false true false 0 1585712 68835 35300 1654547 STUDENT PROGRAM INCOME 60268 60268 60268 225841 225841 0 0 0 0 0 0 65535 29737 46967 18568 18568 0 0 ALL OTHER LOCAL REVENUE 399 399 399 1959623 60667 244409 1100000 1100000 0 0 0 0 0 0 0 0 0 0 0 7400 7400 0 0 21808 21808 7500 7500 0 1085 1085 1696 1696 0 0 0 1166 1166 0 0 0 0 1782 1782 STUDENT SUPPORT SERVICES 44966 44966 0 BANK SERVICE CHARGES 18857 18857 STOCK TRADE ACTIVITIES 1252 1252 TAXES 205 205 36284 36284 1244001 1144966 99035 0 75368 187575 413718 389529 889856 1333838 0 0 0 0 0 0 0 0 0 0 0 0 0 4087613 4700764 0 0 0 0 0 0 0 0 5466555 6611706 0 0 0 0 15900 17500 0 0 0 0 0 0 0 0 0 0 0 0 15900 17500 X 843300 1061284 519742 832158 4087613 4700764 5450655 6594206 5466555 6611706 715622 427929 X false true X true false X X RANCHO SANTA FE SCHOOL DISTRICT 953652699 02 true 1100000 1 1100000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4087613 652958 18000 21807 4700764 3650397 456447 19231 4087613 3671311 16931 20000 17845 3650397 3051466 5000 631753 16908 3671311 2432684 299607 322258 3083 3051466 1.00000 0 0 2457974 427929 59253 11169 498351 1959623 1959623 1314423 59253 11169 70422 1244001 1244001 SCHEDULE D RECONCILIATIONS OF REVENUE AND EXPENSES WITH AUDIT REPORT DIRECT EXPENSES FOR FUNDRAISING WERE INCLUDED AS REVENUE ON THE TAX RETURN BUT WERE INCLUDED AS EXPENSES ON THE AUDIT REPORT. FORM 990 SCHEDULE D PART V THE BOARD CONSIDERS THE ENDOWMENT A LONG-TERM FINANCIAL SUPPORT VEHICLE FOR FUNDING PROGRAMS AT THE RANCHO SANTA FE SCHOOL DISTRICT. ONCE THE ENDOWMENT MATURES TO $5,000,000 THE BOARD INTENDS TO USE THE INCOME TO AUGMENT FUNDRAISING EFFORTS. THE BOARD ALSO CONSIDERS THE ENDOWMENT AS A "RAINY DAY" FUND TO COVER GRANT COMMITTMENTS TO THE RANCHO SANTA FE SCHOOL DISTRICT IF FUNDRAISING EFFORTS FALL SHORT. SCHEDULE D, PART X THE FOUNDATION FOLLOWS PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN ASC 958. THE FOUNDATION RECOGNIZES ACCURED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. X ANNUAL GIVING 1585712 1585712 11169 KID ART AUCTION 32700 32700 0 4 32835 32835 35798 1651247 1651247 46967 46967 1604280 RANCHO SANTA FE SCHOOL DISTRICT PO BOX 809 RANCHO SANTA FE CA 92067 953652699 1100000 TO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAMS PROVIDED TO STUDENTS IN THE RANCHO SANTA FE SCHOOL DISTRICT. false false false false false false false false false LINDY DELANEY TRUSTEE 0 181012 0 0 0 4800 0 0 0 0 0 185812 0 0 X EVENT SPACE, FOOD, SERVICE, AND ROOM RENTAL 2 25000 FMV X VARIOUS EVENTS - FOOD, REFRESHMENTS, PRIZES, ETC 9 10300 FMV false false false FORM 990, PART VI - GOVERNANCE, MANAGEMENT, DISCLOSURE THE 990 IS EMAILED TO THE EXECUTIVE COMMITTEE MEMBERS TO REVIEW AND SOLICIT FEEDBACK. FORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURE LYNN FRANK (RSFEF CHAIR) AND TODD FRANK (SCHOOL BOARD MEMBER AND EX-OFFICIO ON THE RSFEF BOARD) HAVE A FAMILY RELATIONSHIP. PATRICK RITTO (RSFEF VICE CHAIR) AND MARTI RITTO (SCHOOL BOARD MEMBER) HAVE A FAMILY RELATIONSHIP. AUDREY BUCHNER (RSFEF TRUSTEE) AND TODD BUCHNER (SCHOOL BOARD MEMBER) HAVE A FAMILY RELATIONSHIP. GLENN ORATZ (RSFEF TRUSTEE) AND GABREILLE ORATZ (RSFEF TRUSTEE) HAVE A FAMILY RELATIONSHIP. FORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURE TRUSTEES ARE REQUIRED TO FILL OUT A DISCLOSURE QUESTIONNAIRE AT THE BEGINNING OF THE TERM. FORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURE THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI - GOVERNMANCE, MANAGEMENT & DISCLOSURES AS OF JUNE 30, 2014 THE ORGANIZATION IS IN THE PROCESS OF SEPARATING ITS INVESTMENT BRANCH INTO ITS OWN SEPARATE ENTITY. ALL ASSETS FROM THE RSF FOUNDATION WILL BE ASSUMED BY THE NEW ENTITY. ON MAY 16, 2014 THE ORGANIZATION FILED AND APPLIED FOR AN ARTICLE OF INCORPORATION FOR A NON-PROFIT. THE EIN# FOR THIS NEW ENTITY, NOW REFERRED TO AS THE RANCHO SANTA FE SCHOOL ENDOWMENT FUND, IS 47-1524546. THE TRANSFER OF ASSETS OCCURED AFTER JUNE, 30, 2014. RANCHO SANTA FE SCHOOL DISTRICT PO BOX 809 RANCHO SANTA FE CA 92067 953652699 EDUCATION CA RANCHO SANTA FE SCHOOL ENDOWMENT FUND PO BOX 809 RANCHO SANTA FE CA 92067 471524546 SUPPORT ORG. CA false true false false false false false false false false false false true true false false false false RANCHO SANTA FE SCHOOL DISTRICT B 1100000 AMOUNT PAID RANCHO SANTA FE SCHOOL DISTRICT O 59253 SALARY INFO RANCHO SANTA FE SCHOOL DISTRICT N 0 N/A