Form 990 for tax year 2022
Filed by SANTA MARGARITA EAGLE FOUNDATION.
Totals
- Total revenue
- $3,482,937
- Total expenses
- $1,395,455
- Contributions and grants received
- $3,235,411
- Grants paid
- $396,147
- Program service revenue
- $0
- Investment income
- $32,362
- Other revenue
- $215,164
- Total assets, end of year
- $3,036,261
- Total liabilities, end of year
- $111,096
- Net assets or fund balances, end of year
- $2,925,165
- Program services expenses (Part IX)
- $402,831
- Management and general expenses
- $160,650
- Fundraising expenses
- $831,974
- Program service expenses (Part III)
- $402,831
Program services were 28.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$614,821
-
1f · All other contributions, gifts and grants
$2,620,590
-
1g · Noncash contributions included above
$297,858
-
3 · Investment income
total $32,362 · related or exempt $32,362
-
8a · Fundraising events: gross income
$378,580
-
8a · Fundraising events: contributions included on line 1c
$614,821
-
8b · Fundraising events: direct expenses
$163,416
-
8c · Net income from fundraising events
total $215,164 · excluded $215,164
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $378,647 · program services $378,647
-
2 · Grants to domestic individuals
total $17,500 · program services $17,500
-
5 · Compensation of officers, directors and key employees
total $133,811 · fundraising $133,811
-
7 · Other salaries and wages
total $261,114 · fundraising $261,114
-
9 · Other employee benefits
total $90,789 · fundraising $90,789
-
10 · Payroll taxes
total $29,194 · fundraising $29,194
-
11c · Fees: accounting
total $61,760 · management and general $61,760
-
17 · Travel
total $8,364 · fundraising $8,364
-
19 · Conferences, conventions and meetings
total $2,676 · fundraising $2,676
-
23 · Insurance
total $28,627 · management and general $28,627
-
24a · Other expenses: RENT AND VENUE
total $63,759 · management and general $23,328 · fundraising $40,431
-
24b · Other expenses: AUDIO-VISUAL, LIGHTING,
total $55,515 · fundraising $55,515
-
24c · Other expenses: PRINTING
total $49,898 · fundraising $49,898
-
24d · Other expenses: BANK CHARGES
total $38,879 · fundraising $38,879
-
24e · All other expenses
total $174,922 · program services $6,684 · management and general $46,935 · fundraising $121,303
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $914,571 · end of year $2,075,383
-
2 · Savings and temporary cash investments
end of year $738,781
-
3 · Pledges and grants receivable
beginning of year $722,540 · end of year $63,732
-
4 · Accounts receivable
beginning of year $20,188 · end of year $34,092
-
9 · Prepaid expenses and deferred charges
beginning of year $7,746 · end of year $7,190
-
15 · Other assets
beginning of year $0 · end of year $117,083
-
17 · Accounts payable and accrued expenses
beginning of year $50,427 · end of year $37,662
-
18 · Grants payable
beginning of year $743,612 · end of year $73,434
-
19 · Deferred revenue
beginning of year $2,125
-
25 · Other liabilities
beginning of year $38,607 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $5,999 · end of year $1,807,380
-
28 · Net assets with donor restrictions
beginning of year $824,275 · end of year $1,117,785
Mission and programs · 2022
Mission
THE FOUNDATION RAISES FUNDS TO PROVIDE FINANCIAL AID TO STUDENTS, TO FUND CAMPUS IMPROVEMENT PROJECTS AT SANTA MARGARITA CATHOLIC HIGH SCHOOL AND TO ESTABLISH ENDOWMENTS TO SUSTAIN THE FUTURE OF SANTA MARGARITA CATHLIC HIGH SCHOOL.
-
FUNDRAISING ACTIVITIES TO PROVIDE FINANCIAL AID TO STUDENTS WHO ATTEND SANTA MARGARITA CATHOLIC HIGH SCHOOL
Expenses $402,831 · Grants $396,147
As filed on the 2022 return.
Listed in Part VII
-
Annette WalkerANNETTE WALKER
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen Fallon-BoyleKATHLEEN FALLON-BOYLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa HartungLISA HARTUNG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kent HaydenKENT HAYDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy LasterJEREMY LASTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Frank PisanoFRANK PISANO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nick MaroutsosNICK MAROUTSOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Andrew SulickANDREW SULICK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sergio MunizSERGIO MUNIZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Michelle LencioniMICHELLE LENCIONI
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Laurie BeachLAURIE BEACH
EXECUTIVE DIRECTOR
- Total calculated
- $137,232
- From this org
- $124,866
- From related orgs
- $0
- Other
- $12,366
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
SANTA MARGARITA CATHOLIC HIGH SCHOOL
$378,647
STUDENT EDUCATION, SCHOLARSHIPS AND TUITION ASSISTANCE
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431169349302218
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