RANCHO SANTA FE FOUNDATION CHARITABLE SPECIAL ASSETS FUND (EIN 320194805) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

BEN MORAGA

Phone

8587640519

Tax Period

2024-01-01 to 2024-12-31

RANCHO SANTA FE FOUNDATION CHARITABLE SPECIAL ASSETS FUND, founded in 2007, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $74K in total revenue in fiscal year 2024. Revenue fell 84% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $72K, a strong 97% operating margin.

Mission

SUPPORT THE CHARITABLE ASPECTS OF THE MISSION OF THE RANCHO SANTA FE FOUNDATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $74,250

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $74,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $2,448

TOTAL EXPENSES $2,448

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,250	$458,640	-0.8%
Expenses	$2,448	$4	+611.0%
Net Income	$71,802	$458,636	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$268,241

Total Directors

$268,241

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN MORAGA	PRESIDENT & CEO	10.00	Officer Director	$0	$21,459	$268,241
GREGORY HILLGREN	DIRECTOR	2.00	Officer Director	$0	$0	$0
DON OLIPHANT	CHAIRMAN	2.00	Officer Director	$0	$0	$0
RON KIMURA	DIRECTOR	2.00	Officer Director	$0	$0	$0
RICHARD MONTANO	BOARD LIAISON	1.00	Director	$0	$0	$0
JOHN FRAGER	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$74,250	$2,448	$735,495	$71,802
2023	$458,640	$4	$660,646	$458,636
2022	$1,196,480	$998,466	$202,010	$198,014
2021	No data	$3,399	$82	No data
2020	$-870	$108,813	$219	$-109,683
2019	$1,403,474	$25,340	$1,403,474	$1,378,134

RANCHO SANTA FE FOUNDATION CHARITABLE SPECIAL ASSETS FUND