RANCHO SANTA FE EDUCATION FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RANCHO SANTA FE EDUCATION FOUNDATION (EIN 33-0787566)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-04
- IRS object ID
- 201341249349300204
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-04T16:17:44-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKINSON HADLEY KING & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 W DOUGLAS AVENUE | AddressLine1 |
| City | EL CAJON | City |
| State | CA | State |
| ZIP Code | 92020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330787566 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANCHO SANTA FE EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RANCHO SANTA FE ED FOUNDATI | InCareOfName |
| Name Control | RANC | NameControl |
| Phone | 8587561141 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BILL GAYLORD | Name |
| Title | CHAIR | Title |
| Date Signed | 2013-04-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AUBREY KING | Name |
| Phone | 6194476700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1315011 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1089278 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1140983 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 46479 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 51561 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 90225 | InvestmentIncomePriorYear |
| Investment Income Current Year | 87367 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -15739 | OtherRevenuePriorYear |
| Other Revenue Current Year | 6797 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1210243 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1286708 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1000000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1000000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 67503 | OtherExpensePriorYear |
| Other Expenses Current Year | 63290 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1067503 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1063290 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 142740 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 223418 | RevenuesLessExpensesCY |
| Total Assets BOY | 4768667 | TotalAssetsBOY |
| Total Assets EOY | 4907457 | TotalAssetsEOY |
| Total Liabilities BOY | 21255 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4747412 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4901457 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1015893 | Expense |
| Grants | 1000000 | Grants |
| Revenue | 51561 | Revenue |
| Description | ENRICHMENT PROGRAMS AT RANCHO SANTA FE SCHOOL DISTRICT | Description |
| Total Program Service Expense | 1015893 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RANCHO SANTA FE ED FOUNDATI | NamePerson |
| Telephone Number | 8587561141 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 890 | AddressLine1 |
| City | Rancho Santa Fe | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BILL GAYLORD | ||||||
| CHAIR | 2.0 | X | X | 0 | 0 | 0 |
| PAMELA DIRKES | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| KIMBERLY KING | ||||||
| VICE CHAIR | 2.0 | X | X | 0 | 0 | 0 |
| MARIANNE WITMEYER | ||||||
| EXECUTIVE ADMINISTRATOR | 2.0 | X | X | 0 | 0 | 0 |
| GLENN ORATZ | ||||||
| VICE CHAIR | 2.0 | X | X | 0 | 0 | 0 |
| LYNN FRANK | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| LESLIE DEGOLER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| BETH NELSON | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| BRIAN CONNELY | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| DANA KNEES | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| SAMANTHA WALKER SHEARER | ||||||
| SECRETARY/PARLIAMENTARIAN | 2.0 | X | X | 0 | 0 | 0 |
| NORA KAISER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| KERMAN BERIKER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| LINDY DELANEY | ||||||
| EX-OFFICIO | 1.0 | X | 0 | 185812 | 0 | |
| TODD FRANK | ||||||
| EX-OFFICIO | 1.0 | X | 0 | 0 | 0 | |
| TODD BUCHNER | ||||||
| TREASURER/FINANCE CHAIR | 2.0 | X | X | 0 | 0 | 0 |
| JASON DAVIS | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ALEX COE | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MICHELLE HANSEN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JEN DAVIS | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| PATRICK RITTO | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 185812 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1140983 | FundraisingEvents |
| Total Contributions | 1140983 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STUDENT PROGRAM INCOME | Description |
| Total Revenue Column | 51561 | TotalRevenueColumn |
| Related Or Exempt Function Income | 51561 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 51561 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87367 | TotalRevenueColumn |
| Exclusion | $87,367 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 35100 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 28303 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6797 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1286708 | TotalRevenueColumn |
| Related Or Exempt Function Income | 51561 | RelatedOrExemptFunctionIncome |
| Exclusion | $87,367 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000000 | Total |
| Program Services | 1000000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8100 | Total |
| Management And General | 8100 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17845 | Total |
| Management And General | 17845 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2925 | Total |
| Management And General | 2925 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 833 | Total |
| Management And General | 833 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STUDENT SUPPORT SERVICES | 15893 | 15893 | |
| BANK SERVICE CHARGES | 10104 | 10104 | |
| STOCK TRADE ACTIVITIES | 430 | 430 | |
| TECHNOLOGY EXPENSE | 1863 | 1863 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5297 | Total |
| Management And General | 5297 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1063290 | Total |
| Program Services | 1015893 | ProgramServices |
| Management And General | 47397 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70023 | BOY |
| EOY | 67509 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343689 | BOY |
| EOY | 362779 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675198 | BOY |
| EOY | 826772 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8446 | BOY |
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3671311 | BOY |
| EOY | 3650397 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4768667 | BOY |
| EOY | 4907457 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21255 | BOY |
| EOY | 6000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21255 | BOY |
| EOY | 6000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 618574 | BOY |
| EOY | 719306 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457527 | BOY |
| EOY | 531754 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3671311 | BOY |
| EOY | 3650397 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4747412 | BOY |
| EOY | 4901457 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4768667 | BOY |
| EOY | 4907457 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 223418 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -69373 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANCHO SANTA FE SCHOOL DISTRICT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953652699 | EIN |
| Type Of Organization | 02 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Amount | $1,000,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1000000 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3671311 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 16931 | InvestmentEarningsOrLosses |
| Other Expenditures | -20000 | OtherExpenditures |
| Administrative Expenses | 17845 | AdministrativeExpenses |
| End Of Year Balance | 3690397 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3051466 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | 631753 | InvestmentEarningsOrLosses |
| Administrative Expenses | 16908 | AdministrativeExpenses |
| End Of Year Balance | 3671311 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2432684 | BeginningOfYearBalance |
| Contributions | 299607 | Contributions |
| Investment Earnings Or Losses | 322258 | InvestmentEarningsOrLosses |
| Administrative Expenses | 3083 | AdministrativeExpenses |
| End Of Year Balance | 3051466 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2712562 | BeginningOfYearBalance |
| Contributions | 68005 | Contributions |
| Investment Earnings Or Losses | -335927 | InvestmentEarningsOrLosses |
| Administrative Expenses | 11956 | AdministrativeExpenses |
| End Of Year Balance | 2432684 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Total Revenue | 1286708 | TotalRevenue |
| Total Expenses | 1063290 | TotalExpenses |
| Excess Or Deficit For Year | 223418 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -69373 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -69373 | TotalAdjustments |
| Excess Or Deficit Per FS | 154045 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1274234 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -69373 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 49654 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 7245 | OtherRevenues |
| Revenue Not Rptd F990 | -12474 | RevenueNotRptdF990 |
| Revenue Subtotal | 1286708 | RevenueSubtotal |
| Total Revenue Per Form990 | 1286708 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1120189 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 49654 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 7245 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 56899 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1063290 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1063290 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL GIVING | NameOfEvent1 |
| Gross Receipts Event1 | 1140983 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 1140983 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7245 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DEFICIT DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 16200 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 16200 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 2100 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 18900 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 18900 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 18958 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1176083 | GrossReceiptsTotal |
| Gross Revenue Total Events | 1176083 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 28303 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 28303 | DirectExpenseSummaryEvents |
| Net Income Summary | 1147780 | NetIncomeSummary |
Schedule I IRS990ScheduleI
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANCHO SANTA FE SCHOOL DISTRICT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 953652699 | EINOfRecipient |
| Amount Of Cash Grant | 1000000 | AmountOfCashGrant |
| Purpose Of Grant | TO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAMS PROVIDED TO STUDENTS IN THE RANCHO SANTA FE SCHOOL DISTRICT. | PurposeOfGrant |
Schedule J IRS990ScheduleJ
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LINDY DELANEY | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 181012 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 4800 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 185812 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE FAMILY RELATIONSHIP | FORM 990, - PART VI GOVERNANCE, MANAGEMENT, DISCLOSURE | LYNN FRANK (RSFEF TRUSTEE) AND TODD FRANK (SCHOOL BOARD MEMBER AND EX-OFFICIO ON THE RSFEF BOARD) ARE MARRIED. PATRICK RITTO (RSFEF TRUSTEE) AND MARTI RITTO (SCHOOL BOARD MEMBER) ARE MARRIED. |
| 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. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI - RECONCILIATION OF NET ASSETS | NET UNREALIZED LOSS ON INVESTMENTS OF $69,373 WAS RECONGNIZED ON THE BOOKS AND IS NOT RECOGNIZED ON THE RETURN. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANCHO SANTA FE SCHOOL DISTRICT | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 809 | AddressLine1 |
| City | RANCHO SANTA FE | City |
| State | CA | State |
| ZIP Code | 92067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953652699 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANCHO SANTA FE SCHOOL DISTRICT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 1000000 | AmountInvolved |
| Method Of Amt Determination | AMOUNT PAID | MethodOfAmtDetermination |