FURP.ORG / PUBLIC DATA EXPLORER

RANCHO SANTA FE EDUCATION FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RANCHO SANTA FE EDUCATION FOUNDATION (EIN 33-0787566)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-04-15
IRS object ID
201401059349300025
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-04-15T13:00:25-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILKINSON HADLEY KING & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1218 W DOUGLAS AVENUEAddressLine1
CityEL CAJONCity
StateCAState
ZIP Code92020ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN330787566EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE EDUCATION FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% ALLISON OPPELTZInCareOfName
Name ControlRANCNameControl
Phone8587561141Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1
Address Line2SuiteAddressLine2
CityRANCHO SANTA FECity
StateCAState
ZIP Code92067ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLYNN FRANKName
TitleCHAIRTitle
Phone6194476700Phone
Date Signed2014-04-14DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameAUBREY KINGName
Phone6194476700Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLYNN FRANK CHAIRNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO BOX 890AddressLine1
CityRANCHO SANTA FECity
StateCAState
ZIP Code92067ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1393586GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2007YearFormation
Activity Or Mission DescriptionTO PROVIDE THE LEADERSHIP TO ENGAGE SCHOOL PARENTS AND COMMUNITY AT LARGE TO SUPPORT THE RANCHO SANTA FE SCHOOL DISTRICT ALLOWING THE DELIVERY OF ENRICHED PUBLIC EDUCATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers185TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1140983ContributionsGrantsPriorYear
Contributions Grants Current Year1150269ContributionsGrantsCurrentYear
Program Service Revenue Prior Year51561ProgramServiceRevenuePriorYear
Program Service Revenue CY33383ProgramServiceRevenueCY
Investment Income Prior Year87367InvestmentIncomePriorYear
Investment Income Current Year161914InvestmentIncomeCurrentYear
Other Revenue Prior Year6797OtherRevenuePriorYear
Other Revenue Current Year-4138OtherRevenueCurrentYear
Total Revenue Prior Year1286708TotalRevenuePriorYear
Total Revenue Current Year1341428TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1000000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1000000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year25000TotalFundrsngExpCurrentYear
Other Expense Prior Year63290OtherExpensePriorYear
Other Expenses Current Year87702OtherExpensesCurrentYear
Total Expenses Prior Year1063290TotalExpensesPriorYear
Total Expenses Current Year1087702TotalExpensesCurrentYear
Revenues Less Expenses Prior Year223418RevenuesLessExpensesPriorYear
Revenues Less Expenses CY253726RevenuesLessExpensesCY
Total Assets BOY4907457TotalAssetsBOY
Total Assets EOY5466555TotalAssetsEOY
Total Liabilities BOY6000TotalLiabilitiesBOY
Total Liabilities EOY15900TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4901457NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5450655NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1014375Expense
Grants1000000Grants
Revenue33383Revenue
DescriptionENRICHMENT PROGRAMS AT RANCHO SANTA FE SCHOOL DISTRICTDescription
Total Program Service Expense1014375TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10967NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonALLISON OPPELTZNamePerson
Telephone Number8587561141TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 890AddressLine1
CityRancho Santa FeCity
StateCAState
ZIP Code92067ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
KIMBERLY KING
TREASURER/FINANCE CHAIR2.0XX000
GLENN ORATZ
CHAIR2.0XX000
LYNN FRANK
VICE CHAIR2.0XX000
LESLIE DEGOLER
TRUSTEE1.0X000
BETH NELSON
TRUSTEE1.0X000
BRIAN CONNELY
TRUSTEE1.0X000
DANA KNEES
TRUSTEE1.0X000
SAMANTHA WALKER SHEARER
SECRETARY/PARLIAMENTARIAN2.0XX000
NORA KAISER
TRUSTEE1.0X000
LINDY DELANEY
EX-OFFICIO1.0X01858120
TODD FRANK
EX-OFFICIO1.0X000
TODD BUCHNER
TRUSTEE1.0X000
ALEX COE
TRUSTEE1.0X000
MICHELLE HANSEN
TRUSTEE1.0X000
PATRICK RITTO
VICE CHAIR2.0XX000
STACY SHAHRI
TRUSTEE1.0X000
VINCE LIPTAK
TRUSTEE1.0X000
MARK NELSON
TRUSTEE1.0X000
CJ WEHLAGE
TRUSTEE1.0X000
KAREN NICHOLAS
TRUSTEE1.0X000
SHAUNNA KAHN
TRUSTEE1.0X000
JEFF SLOSAR
TRUSTEE1.0X000
EVAN MALTER
TRUSTEE1.0X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs185812TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events1093315FundraisingEvents
All Other Contributions56954AllOtherContributions
Noncash Contributions25000NoncashContributions
Total Contributions1150269TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionSTUDENT PROGRAM INCOMEDescription
Total Revenue Column33383TotalRevenueColumn
Related Or Exempt Function Income33383RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue33383TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column161914TotalRevenueColumn
Exclusion$161,914ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events48020GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events26084CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses52158FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-4138TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1341428TotalRevenueColumn
Related Or Exempt Function Income33383RelatedOrExemptFunctionIncome
Exclusion$161,914ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1000000Total
Program Services1000000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total0Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total7350Total
Management And General7350ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total19231Total
Management And General19231ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1478Total
Management And General1478ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2607Total
Management And General2607ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total0Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1204Total
Management And General1204ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total0Total

Insurance Insurance

FieldValueIRS element (for citing)
Total1997Total
Management And General1997ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
STUDENT SUPPORT SERVICES1437514375
BANK SERVICE CHARGES1355013550
STOCK TRADE ACTIVITIES244244
TAXES160160

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total25506Total
Management And General506ManagementAndGeneral
Fundraising25000Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1087702Total
Program Services1014375ProgramServices
Management And General48327ManagementAndGeneral
Fundraising25000Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY67509BOY
EOY75368EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY362779BOY
EOY413718EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY826772BOY
EOY889856EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY0BOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY3650397BOY
EOY4087613EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY4907457BOY
EOY5466555EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY6000BOY
EOY15900EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6000BOY
EOY15900EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY719306BOY
EOY843300EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY531754BOY
EOY519742EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3650397BOY
EOY4087613EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4901457BOY
EOY5450655EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4907457BOY
EOY5466555EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses253726ReconcilationRevenueExpenses
Reconciliation Unrealized Invest295472ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE SCHOOL DISTRICTBusinessNameLine1
FieldValueIRS element (for citing)
EIN953652699EIN
Type Of Organization02TypeOfOrganization
Listed In Governing DoctrueListedInGoverningDoc
Amount$1,000,000Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts1000000SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3650397BeginningOfYearBalance
Investment Earnings Or Losses456447InvestmentEarningsOrLosses
Administrative Expenses19231AdministrativeExpenses
End Of Year Balance4087613EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3671311BeginningOfYearBalance
Investment Earnings Or Losses16931InvestmentEarningsOrLosses
Other Expenditures20000OtherExpenditures
Administrative Expenses17845AdministrativeExpenses
End Of Year Balance3650397EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3051466BeginningOfYearBalance
Contributions5000Contributions
Investment Earnings Or Losses631753InvestmentEarningsOrLosses
Administrative Expenses16908AdministrativeExpenses
End Of Year Balance3671311EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2432684BeginningOfYearBalance
Contributions299607Contributions
Investment Earnings Or Losses322258InvestmentEarningsOrLosses
Administrative Expenses3083AdministrativeExpenses
End Of Year Balance3051466EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2712562BeginningOfYearBalance
Contributions68005Contributions
Investment Earnings Or Losses-335927InvestmentEarningsOrLosses
Administrative Expenses11956AdministrativeExpenses
End Of Year Balance2432684EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR
LandLand
BuildingsBuildings
Leasehold ImprovementsLeaseholdImprovements
EquipmentEquipment
Other Land BuildingsOtherLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability
Total Of Amounts0TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1720362TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments295472NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities53240DonatedSrvcAndUseOfFacilities
Other Revenues30222OtherRevenues
Revenue Not Rptd F990378934RevenueNotRptdF990
Revenue Subtotal1341428RevenueSubtotal
Total Revenue Per Form9901341428TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1171164TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities53240DonatedServicesUseOfFacilities
Other Expenses Included30222OtherExpensesIncluded
Expenses Not Rptd F99083462ExpensesNotRptdF990
Expenses Subtotal1087702ExpensesSubtotal
Total Expenses Per Form9901087702TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER REVENUES/EXPENSES NOT INCLUDED ON TAX RETURNSCHEDULE D RECONCILIATIONS OF REVENUE AND EXPENSES WITH AUDIT REPORTDIRECT EXPENSES FOR FUNDRAISING WERE INCLUDED AS REVENUE ON THE TAX RETURN BUT WERE INCLUDED AS EXPENSES ON THE AUDIT REPORT.
INTENDED USES OF ENDOWMENT FUNDSFORM 990 SCHEDULE D PART VTHE 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.
FIN 48 DISCLOSURESCHEDULE D, PART XTHE 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.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1ANNUAL GIVINGNameOfEvent1
Gross Receipts Event11125269GrossReceiptsEvent1
Gross Revenue Event11125269GrossRevenueEvent1
Other Direct Expenses Event130222OtherDirectExpensesEvent1
Name Of Event2KID ART AUCTIONNameOfEvent2
Gross Receipts Event218000GrossReceiptsEvent2
Gross Revenue Event218000GrossRevenueEvent2
Other Direct Expenses Event2100OtherDirectExpensesEvent2
Total Number Of Other Events4TotalNumberOfOtherEvents
Gross Receipts Other Events30020GrossReceiptsOtherEvents
Gross Revenue Other Events30020GrossRevenueOtherEvents
Other Direct Expenses Other Events21836OtherDirectExpensesOtherEvents
Gross Receipts Total1173289GrossReceiptsTotal
Gross Revenue Total Events1173289GrossRevenueTotalEvents
Other Direct Expenses Total Events52158OtherDirectExpensesTotalEvents
Direct Expense Summary Events52158DirectExpenseSummaryEvents
Net Income Summary1121131NetIncomeSummary

Schedule I IRS990ScheduleI

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE SCHOOL DISTRICTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1
CityRANCHO SANTA FECity
StateCAState
ZIP Code92067ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient953652699EINOfRecipient
Amount Of Cash Grant1000000AmountOfCashGrant
Purpose Of GrantTO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAMS PROVIDED TO STUDENTS IN THE RANCHO SANTA FE SCHOOL DISTRICT.PurposeOfGrant

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonLINDY DELANEYNamePerson
TitleEX-OFFICIOTitle
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs181012CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs4800OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs185812TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty
Securities Publicly TradedSecuritiesPubliclyTraded
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionEVENT SPACE, FOOD, SERVICE, AND ROOM RENTALDescription
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99025000NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PROCESS TO REVIEW 990FORM 990, PART VI - GOVERNANCE, MANAGEMENT, DISCLOSURETHE 990 IS REVIEWED EXTENSIVELY BY THE CHAIR AND TREASURER BEFORE IT IS SIGNED. IT IS MADE AVAILABLE AT A BOARD MEETING FOR OTHER MEMBERS TO REVIEW. A COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE (CHAIR, VICE CHAIRS, TREASURER AND SECRETARY) PRIOR TO BEING FILED.
OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE FAMILY RELATIONSHIPFORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURELYNN FRANK (RSFEF VICE 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.
CONFLICTS OF INTEREST POLICYFORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURETRUSTEES ARE REQUIRED TO FILL OUT A DISCLOSURE QUESTIONNAIRE AT THE BEGINNING OF THE TERM.
ORGANIZATION DOCUMENTSFORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURETHE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE SCHOOL DISTRICTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 809AddressLine1
CityRANCHO SANTA FECity
StateCAState
ZIP Code92067ZIPCode
FieldValueIRS element (for citing)
EIN953652699EIN
Primary ActivitiesEDUCATIONPrimaryActivities
Legal Domicile StateCALegalDomicileState
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1RANCHO SANTA FE SCHOOL DISTRICTBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionType
Amount Involved1000000AmountInvolved
Method Of Amt DeterminationAMOUNT PAIDMethodOfAmtDetermination