RANCHO SANTA FE EDUCATION FOUNDATION (EIN 330787566) - 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

KATE BUTLER

Phone

8587561141

Tax Period

2022-07-01 to 2023-06-30

RANCHO SANTA FE EDUCATION FOUNDATION, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.2M in total revenue in fiscal year 2022. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $200K, a strong 17% operating margin.

Mission

THE PRIMARY EXEMPT PURPOSE OF THE RANCHO SANTA FE EDUCATION FOUNDATION IS TO SUPPORT AND ENRICH THE EDUCATIONAL PROGRAM PROVIDED TO STUDENTS IN THE RANCHO SANTA FE SCHOOL DISTRICT.

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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 (2022)

Revenue Breakdown

Contributions & Grants $843,565

Program Service Revenue $37,298

Investment Income $166,209

Other Revenue $141,409

TOTAL REVENUE $1,188,481

Expense Breakdown

Grants Paid $827,883

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $883,780

Other Expenses $161,035

TOTAL EXPENSES $988,918

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,188,481	$1,779,065	-0.3%
Expenses	$988,918	$931,430	+0.1%
Net Income	$199,563	$847,635	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD BENNETT	Chairman	2.00	Officer Director	$0	$0	$0
KATE BUTLER	Chairman	2.00	Officer Director	$0	$0	$0
ASHLEY HAASE	Vice President	2.00	Officer Director	$0	$0	$0
MONICA MORELAND	Secretary	2.00	Officer Director	$0	$0	$0
MIKE MOORE	Director	1.00	Director	$0	$0	$0
KATIE CRECION	Director	1.00	Director	$0	$0	$0
COURTNEY SVAJIAN	Director	1.00	Director	$0	$0	$0
KAMERON COMSTOCK	Director	1.00	Director	$0	$0	$0
HILLARY BARBER	Director	1.00	Director	$0	$0	$0
EDNA MUNOZ-LASH	Director	1.00	Director	$0	$0	$0
JESSICA SWANN	Director	1.00	Director	$0	$0	$0
KATHERINE WORMMEESTER	Director	1.00	Director	$0	$0	$0
MIKE HELMS	Director	1.00	Director	$0	$0	$0
EVAN FAULKNER	Director	1.00	Director	$0	$0	$0
KERRY VINCI	Director	1.00	Director	$0	$0	$0
CHRIS BLATT	Director	1.00	Director	$0	$0	$0
JULIE GUILLARY	Director	1.00	Director	$0	$0	$0
DIANE SOLOMON	Director	1.00	Director	$0	$0	$0
FATIMA GRISMER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,188,481	$988,918	$7,961,006	$199,563
2022	$1,779,065	$931,430	$7,489,634	$847,635
2021	$1,215,557	$778,203	$7,931,192	$437,354
2020	$1,011,262	$979,736	$6,454,052	$31,526
2019	$1,075,675	$1,268,498	$6,473,022	$-192,823
2018	$2,068,728	$1,386,524	$6,551,209	$682,204

RANCHO SANTA FE EDUCATION FOUNDATION