2014-04-15T13:00:25-05:00 2013-06-30 WILKINSON HADLEY KING & CO LLP 218 W DOUGLAS AVENUE EL CAJON CA 92020 990 2012-07-01 330787566 RANCHO SANTA FE EDUCATION FOUNDATION % ALLISON OPPELTZ RANC 8587561141 PO BOX 809 Suite RANCHO SANTA FE CA 92067 LYNN FRANK 6194476700 2014-04-14 true AUBREY KING 6194476700 2012 2015-11-30 17:44:51Z LYNN FRANK CHAIR PO BOX 890 RANCHO SANTA FE CA 92067 1393586 false X N/A X 2007 TO 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. 21 21 0 185 0 1140983 1150269 51561 33383 87367 161914 6797 -4138 1286708 1341428 1000000 1000000 0 0 0 0 0 0 25000 63290 87702 1063290 1087702 223418 253726 4907457 5466555 6000 15900 4901457 5450655 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 1014375 1000000 33383 ENRICHMENT PROGRAMS AT RANCHO SANTA FE SCHOOL DISTRICT 1014375 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 7 0 0 false false false false false false false false false X 21 21 true false false false false false false true true false false true true true true false false false CA X ALLISON OPPELTZ 8587561141 PO BOX 890 Rancho Santa Fe CA 92067 KIMBERLY KING 2.0 X X 0 0 0 GLENN ORATZ 2.0 X X 0 0 0 LYNN FRANK 2.0 X X 0 0 0 LESLIE DEGOLER 1.0 X 0 0 0 BETH NELSON 1.0 X 0 0 0 BRIAN CONNELY 1.0 X 0 0 0 DANA KNEES 1.0 X 0 0 0 SAMANTHA WALKER SHEARER 2.0 X X 0 0 0 NORA KAISER 1.0 X 0 0 0 LINDY DELANEY 1.0 X 0 185812 0 TODD FRANK 1.0 X 0 0 0 TODD BUCHNER 1.0 X 0 0 0 ALEX COE 1.0 X 0 0 0 MICHELLE HANSEN 1.0 X 0 0 0 PATRICK RITTO 2.0 X X 0 0 0 STACY SHAHRI 1.0 X 0 0 0 VINCE LIPTAK 1.0 X 0 0 0 MARK NELSON 1.0 X 0 0 0 CJ WEHLAGE 1.0 X 0 0 0 KAREN NICHOLAS 1.0 X 0 0 0 SHAUNNA KAHN 1.0 X 0 0 0 JEFF SLOSAR 1.0 X 0 0 0 EVAN MALTER 1.0 X 0 0 0 0 185812 0 0 false true false 0 1093315 56954 25000 1150269 STUDENT PROGRAM INCOME 33383 33383 33383 161914 161914 0 0 0 0 0 0 48020 26084 52158 -4138 0 0 0 1341428 33383 161914 1000000 1000000 0 0 0 0 0 0 0 0 0 0 0 7350 7350 0 0 19231 19231 0 0 1478 1478 2607 2607 0 0 0 0 1204 1204 0 0 0 1997 1997 STUDENT SUPPORT SERVICES 14375 14375 BANK SERVICE CHARGES 13550 13550 STOCK TRADE ACTIVITIES 244 244 TAXES 160 160 25506 506 25000 1087702 1014375 48327 25000 67509 75368 362779 413718 826772 889856 0 0 0 0 0 0 0 0 0 0 0 0 0 3650397 4087613 0 0 0 0 0 0 0 0 4907457 5466555 0 0 0 0 6000 15900 0 0 0 0 0 0 0 0 0 0 0 0 6000 15900 X 719306 843300 531754 519742 3650397 4087613 4901457 5450655 4907457 5466555 253726 295472 X false true X true false X X RANCHO SANTA FE SCHOOL DISTRICT 953652699 02 true 1000000 1 1000000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3650397 456447 19231 4087613 3671311 16931 20000 17845 3650397 3051466 5000 631753 16908 3671311 2432684 299607 322258 3083 3051466 2712562 68005 -335927 11956 2432684 false false false 0 0 X 1720362 295472 53240 30222 378934 1341428 1341428 1171164 53240 30222 83462 1087702 1087702 OTHER REVENUES/EXPENSES NOT INCLUDED ON TAX RETURN 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. INTENDED USES OF ENDOWMENT FUNDS 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. FIN 48 DISCLOSURE 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. ANNUAL GIVING 1125269 1125269 30222 KID ART AUCTION 18000 18000 100 4 30020 30020 21836 1173289 1173289 52158 52158 1121131 RANCHO SANTA FE SCHOOL DISTRICT PO BOX 809 RANCHO SANTA FE CA 92067 953652699 1000000 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 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 false false false PROCESS TO REVIEW 990 FORM 990, PART VI - GOVERNANCE, MANAGEMENT, DISCLOSURE THE 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 RELATIONSHIP FORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURE LYNN 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 POLICY FORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURE TRUSTEES ARE REQUIRED TO FILL OUT A DISCLOSURE QUESTIONNAIRE AT THE BEGINNING OF THE TERM. ORGANIZATION DOCUMENTS FORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURE THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE UPON REQUEST. RANCHO SANTA FE SCHOOL DISTRICT PO BOX 809 RANCHO SANTA FE CA 92067 953652699 EDUCATION CA false true false false false false false false false false false false false false false false false false RANCHO SANTA FE SCHOOL DISTRICT B 1000000 AMOUNT PAID