RANCHO SANTA FE FOUNDATION (EIN 953709639) - 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

1981

Legal Domicile

Principal Officer

BEN MORAGA

Phone

8587640519

Tax Period

2023-01-01 to 2023-12-31

RANCHO SANTA FE FOUNDATION, founded in 1981, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.0M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $12.9M left a modest 14% surplus.

Mission

TO BE A COMPREHENSIVE CENTER FOR IMPACTFUL PHILANTHROPY THAT INSPIRES THE JOY OF PURPOSEFUL GIVING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $11,269,712

Program Service Revenue $335,838

Investment Income $3,394,617

Other Revenue $0

TOTAL REVENUE $15,000,167

Expense Breakdown

Grants Paid $11,179,702

Salaries & Benefits $1,021,295

Fundraising Expenses $533,796

Program Expenses $11,534,230

Other Expenses $705,145

TOTAL EXPENSES $12,906,142

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,000,167	$17,178,237	-0.1%
Expenses	$12,906,142	$11,048,947	+0.2%
Net Income	$2,094,025	$6,129,290	-0.7%

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

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

$483,042

Total Directors

Key Employees

$161,757

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED BLODGETT	CHAIRMAN	4.00	Officer Director	$0	$0	$0
TOM BUCHHOLZ	DIRECTOR	1.00	Director	$0	$0	$0
ELAINE DODGE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DYER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GREGOIRE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT HILL	SECRETARY	1.00	Officer Director	$0	$0	$0
LINDA KITCHENS	TREASURER	1.00	Officer Director	$0	$0	$0
BARBARA KYRILLOS	DIRECTOR	1.00	Director	$0	$0	$0
KEN LITTLE	DIRECTOR	1.00	Director	$0	$0	$0
MATT MILLER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD MONTANO	DIRECTOR	1.00	Director	$0	$0	$0
RICK NORLING	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SCHUMACHER	DIRECTOR	1.00	Director	$0	$0	$0
DENISE STILLINGER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT STINE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL THIEL	DIRECTOR	1.00	Director	$0	$0	$0
CARL WIESE	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SPRIGLE	CHIEF OPERATING OFFICER	40.00	Officer	$161,126	$12,988	$174,114
CHRIS SICHEL	PRESIDENT & CEO	40.00	Officer	$211,391	$11,765	$223,156
JEFF PETERSON	FINANCE DIRECTOR	40.00	Officer	$78,722	$7,050	$85,772
AMY MYERS	DIRECTOR OF PHILANTHROPY	40.00	Key Emp	$154,800	$6,957	$161,757

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	No data	No data	No data	No data
2023	$15,000,167	$12,906,142	$160,817,877	$2,094,025
2022	$17,178,237	$11,048,947	$146,635,800	$6,129,290
2021	$22,283,277	$13,322,003	$166,599,422	$8,961,274
2020	$11,932,197	$12,909,370	$147,599,725	$-977,173
2019	$12,258,547	$12,248,679	$133,002,190	$9,868
2018	$22,283,767	$8,817,521	$116,573,152	$13,466,246

RANCHO SANTA FE FOUNDATION