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Nonprofiteer
← SANTA MARGARITA EAGLE FOUNDATION

Form 990 for tax year 2024

Filed by SANTA MARGARITA EAGLE FOUNDATION.

Totals

Total revenue
$3,536,308
Total expenses
$2,529,453
Contributions and grants received
$3,397,775
Grants paid
$1,212,528
Program service revenue
$0
Investment income
$43,003
Other revenue
$95,530
Total assets, end of year
$3,614,427
Total liabilities, end of year
$91,049
Net assets or fund balances, end of year
$3,523,378
Program services expenses (Part IX)
$1,214,528
Management and general expenses
$155,627
Fundraising expenses
$1,159,298
Program service expenses (Part III)
$1,214,528

Program services were 48.0% 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

    $369,549

  • 1f · All other contributions, gifts and grants

    $3,028,226

  • 1g · Noncash contributions included above

    $300,567

  • 3 · Investment income

    total $42,703 · excluded $42,703

  • 7a · Gross sales of assets other than inventory

    securities $327,599

  • 7b · Less cost or other basis and sales expenses

    securities $327,299

  • 7c · Gain or loss

    securities $300

  • 7d · Net gain or loss

    total $300 · excluded $300

  • 8a · Fundraising events: gross income

    $237,022

  • 8a · Fundraising events: contributions included on line 1c

    $369,549

  • 8b · Fundraising events: direct expenses

    $142,374

  • 8c · Net income from fundraising events

    total $94,648 · excluded $94,648

  • 11a · Other revenue: OTHER

    total $882 · related or exempt $882

  • 11e · Other revenue, total

    $882

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,175,028 · program services $1,175,028

  • 2 · Grants to domestic individuals

    total $37,500 · program services $37,500

  • 5 · Compensation of officers, directors and key employees

    total $146,966 · fundraising $146,966

  • 7 · Other salaries and wages

    total $293,733 · fundraising $293,733

  • 8 · Pension plan contributions

    total $23,206 · fundraising $23,206

  • 9 · Other employee benefits

    total $67,006 · fundraising $67,006

  • 10 · Payroll taxes

    total $35,312 · fundraising $35,312

  • 11c · Fees: accounting

    total $72,743 · management and general $72,743

  • 13 · Office expenses

    total $4,701 · management and general $4,701

  • 14 · Information technology

    total $4,797 · management and general $4,797

  • 16 · Occupancy

    total $28,318 · management and general $28,318

  • 17 · Travel

    total $4,587 · fundraising $4,587

  • 24a · Other expenses: AUCTION ITEMS PURCHASED

    total $217,319 · fundraising $217,319

  • 24b · Other expenses: PRINTING

    total $76,378 · fundraising $76,378

  • 24c · Other expenses: RENT AND VENUE

    total $70,391 · fundraising $70,391

  • 24d · Other expenses: DECORATIONS

    total $63,575 · fundraising $63,575

  • 24e · All other expenses

    total $207,893 · program services $2,000 · management and general $45,068 · fundraising $160,825

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,228,062 · end of year $337,205

  • 2 · Savings and temporary cash investments

    beginning of year $297,363 · end of year $1,932,596

  • 3 · Pledges and grants receivable

    beginning of year $22,307 · end of year $286,017

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,840 · end of year $28,721

  • 11 · Investments: publicly traded securities

    end of year $1,029,888

  • 17 · Accounts payable and accrued expenses

    beginning of year $31,173 · end of year $57,298

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    beginning of year $20,000 · end of year $3,271

  • 25 · Other liabilities

    beginning of year $44,276 · end of year $30,480

  • 27 · Net assets without donor restrictions

    beginning of year $1,001,190 · end of year $1,331,936

  • 28 · Net assets with donor restrictions

    beginning of year $1,471,933 · end of year $2,191,442

Mission and programs · 2024

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 CATHOLIC HIGH SCHOOL.

Activities or mission (Part I)

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.

  • PROVIDE FINANCIAL AID TO STUDENTS WHO ATTEND SANTA MARGARITA CATHOLIC HIGH SCHOOL

    Expenses $37,500 · Grants $37,500

  • PROVIDE FUNDING TO SANTA MARGARITA CATHOLIC HIGH SCHOOL TO FUND CAMPUS IMPROVEMENTS AND SUSTAIN THE FUTURE OF SANTA MARGARITA CATHOLIC HIGH SCHOOL

    Expenses $1,177,028 · Grants $1,175,028

As filed on the 2024 return.

Listed in Part VII

  • Nick Maroutsos

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sean Crafts

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jodie Cerruti

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kevin Winters

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jeff Cova

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Svinth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shannon Edwards Wernemar

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrew Sulick

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Sergio Muniz

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michelle Lencioni

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Laurie Beach

    EXECUTIVE DIRECTOR

    Total calculated
    $148,024
    From this org
    $140,975
    From related orgs
    $0
    Other
    $7,049
    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

    $1,175,028

    STUDENT EDUCATION, SCHOLARSHIPS AND TUITION ASSISTANCE

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SANTA MARGARITA CATHOLIC HIGHSCHOOL

    508(C)(1)(A) EXEMPTI · PROVIDE PRIVATE EDUCATION UNDER THE DIOCESE OF ORANGE. · CA

Provenance

Return type
form_990
Tax year
2024
Filed
21 January 2026
IRS schema version
2024v5.5
Source object
202630219349301033

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