Civic Intelligence

Santa Margarita Eagle Foundation

EIN 83-3567955 • 501(c)3 • Rancho Santa Margarita, CA

Profile

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.

22062 Antonio PkwyRancho Santa Margarita, CA 92688

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

36th percentile

0.03x

Higher debt load relative to revenue than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

80th percentile

28%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

88th percentile

41%

Faster asset growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

43rd percentile

3.8%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$3,614,427

Up $1,045,855 (+41%) from 2024

Liabilities

Down

$91,049

Down $4,400 (-4.6%) from 2024

Net Assets

Up

$3,523,378

Up $1,050,255 (+42%) from 2024

Operations
Liabilities / Revenue36th percentileNet Margin80th percentile

Revenue

Up

$3,536,308

Up $129,664 (+3.8%) from 2024

Expenses

Down

$2,529,453

Down $1,332,293 (-34%) from 2024

Net Income

Up

$1,006,855

Up $1,461,957 (+321%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $100,747Liabilities 2020: $0Net Assets 2020: $100,7472020Assets 2021: $120,539Liabilities 2021: $0Net Assets 2021: $120,5392021Assets 2022: $1,665,045Liabilities 2022: $834,771Net Assets 2022: $830,2742022Assets 2023: $3,036,261Liabilities 2023: $111,096Net Assets 2023: $2,925,1652023Assets 2024: $2,568,572Liabilities 2024: $95,449Net Assets 2024: $2,473,1232024Assets 2025: $3,614,427Liabilities 2025: $91,049Net Assets 2025: $3,523,3782025

Highlighted filing

2025

Assets$3,614,427
Liabilities$91,049
Net Assets$3,523,378
Open 2025 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2020: $101,500Expenses 2020: $753Net Income 2020: $100,7472020Revenue 2021: $20,560Expenses 2021: $768Net Income 2021: $19,7922021Revenue 2022: $2,792,565Expenses 2022: $2,082,830Net Income 2022: $709,7352022Revenue 2023: $3,482,937Expenses 2023: $1,395,455Net Income 2023: $2,087,4822023Revenue 2024: $3,406,644Expenses 2024: $3,861,746Net Income 2024: -$455,1022024Revenue 2025: $3,536,308Expenses 2025: $2,529,453Net Income 2025: $1,006,8552025

Highlighted filing

2025

Revenue$3,536,308
Expenses$2,529,453
Net Income$1,006,855
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,614,427
Liabilities
$91,049
Net assets
$3,523,378
Revenue
$3,536,308
Expenses
$2,529,453
Net income
$1,006,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.61$0.09$3.52$3.54$2.53$1.01
2024Detailed filing. Detailed filing data is available for this year.$2.57$0.10$2.47$3.41$3.86$0.46
2023Detailed filing. Detailed filing data is available for this year.$3.04$0.11$2.93$3.48$1.40$2.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.67$0.83$0.83$2.79$2.08$0.71
2021Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.02$0.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.10$0.00$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 21, 2026
Return Version
2024v5.5
Gross Receipts
$4,005,981
Mission and Program Overview

Mission

The santa margarita eagle foundation ("the foundation") is a volunteer non profit 501(c)(3) organization. The foundation exists to identify opportunities to provide financial aid to the student, capital campaings and upgrades for the school's facilities and conduct various educational and religious programs.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$297,363$1,932,596▲ $1,635,233
Investments in Publicly Traded Securities-$1,029,888-
Cash and Non-Interest-Bearing Accounts$2,228,062$337,205▼ $1,890,857
Pledges and Grants Receivable$22,307$286,017▲ $263,710
Prepaid Expenses and Deferred Charges$20,840$28,721▲ $7,881
Total Assets$2,568,572$3,614,427▲ $1,045,855
Liabilities
Accounts Payable and Accrued Expenses$31,173$57,298▲ $26,125
Other Liabilities$44,276$30,480▼ $13,796
Deferred Revenue$20,000$3,271▼ $16,729
Grants Payable-$0-
Total Liabilities$95,449$91,049▼ $4,400
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,471,933$2,191,442▲ $719,509
Net Assets Without Donor Restrictions$1,001,190$1,331,936▲ $330,746
Total Net Assets Fund Balance$2,473,123$3,523,378▲ $1,050,255
Total Liabilities and Net Assets / Fund Balance$2,568,572$3,614,427▲ $1,045,855

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$126,032$178,943▲ $10,266-$308,741
2024$110,278$15,000▲ $3,254-$126,032
2023$96,909$15,000▲ $869-$110,278
2022-$96,909--$96,909
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurie BeachExecutive DirectorFT$140,975$7,049$148,024

Board Members and Trustees

NameTitle
Nick MaroutsosBoard Chair
Andrew SulickPresident
Jeff CovaBoard Member
Jim SvinthBoard Member
Jodie CerrutiBoard Member
Kevin WintersBoard Member
Sean CraftsBoard Member
Shannon Edwards WernemarBoard Member
Sergio MunizSecretary
Michelle LencioniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,397,775
Program Service Revenue
$0
Investment Income
$43,003
Other Revenue
$95,530
All Other Contributions
$3,028,226
Change in Net Assets
$1,006,855

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Books and Publications-$136,008Comparable Sales Value
Clothing and Household Goods-$73,666Comparable Sales Value
Cars and Other Vehicles2$66,194Comparable Sales Value
Other Non Cash Contri Table1$12,237Comparable Sales Val
Other Non Cash Contri Table2$6,072Comparable Sales Val
Other Non Cash Contri Table1$6,000Comparable Sales Val
Other Non Cash Contri Table1$390Comparable Sales Val
Total Noncash Contributions7$300,567-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,536,308
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$43,400
Total Revenue per Audited Statements
$3,579,708
Total Revenue per Form 990
$3,536,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,212,528
Total Fundraising Expense$1,159,298
Other Expenses$750,702
Salaries, Compensation, and Employee Benefits$566,223
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,175,028--$1,175,028
Other Salaries and Wages--$293,733$293,733
All Other Expenses$2,000$45,068$160,825$207,893
Current Officers, Directors, Trustees, and Key Employees--$146,966$146,966
Fees for Services Accounting-$72,743-$72,743
Other Employee Benefits--$67,006$67,006
Other Expenses--$63,575$63,575
Grants to Domestic Individuals$37,500--$37,500
Payroll Taxes--$35,312$35,312
Occupancy-$28,318-$28,318
Pension Plan Contributions--$23,206$23,206
Information Technology-$4,797-$4,797
Office Expenses-$4,701-$4,701
Travel--$4,587$4,587
Total Functional Expenses$1,214,528$155,627$1,159,298$2,529,453

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,529,453
Total Expenses per Audited Statements$2,529,453
Total Expenses per Form 990$2,529,453
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Margarita Catholic High SchoolRancho Santa Margarita, CA501(c)(3)Student Education, Scholarships and Tuition Assistance$1,175,028
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$237,022
Fundraising Direct Expenses$142,374
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala and Other Events$606,571$237,022$142,374$94,648
Total Events$606,571$237,022$142,374$94,648
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$30,480
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The foundation distributes a draft of the form 990 to the board of directors for review and comment prior to filing.”

Form 990, Part VI, Section B, Line 15

“The salary for the executive director is based on a standard percentage increase which is comparable with salary increases paid by the related organization, santa margarita catholic high school. The salary increases for the foundation are approved by the school's principal. The foundation's overall budget is approved by the board of directors.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 1023 and form 990 available for inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial sttements available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Santa Margarita Eagle Foundation
EIN
83-3567955
Phone
9497666000
Address
22062 ANTONIO PKWY, RANCHO SANTA MARGARITA, CA 92688

Signing Officer

Name
Michelle Balash Lencioni
Title
Officer
Phone
9497666000
Signed
2026-01-21
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
10

Preparer

Firm
Redwitz Inc
Address
3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Preparer
Kathleen D Espiritu CPA
Phone
9497531514
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“For the use of scholarships and tutions assitance at santa margarita catholic highschool.”

PART X, LINE 2:

“The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code. The foundation files the form 990 and related california returns on an annual basis. Income from certain activities not directly related to the foundation's tax-exempt purpose is subject to taxation as unrelated business income. Management of the foundation considers the likelihood of taxes imposed by taxing authorities and recognizes a liability for or discloses potential significant changes that management believes are more likely than not to occur, including changes to the foundation's status as a not-for-profit entity. Management believes the foundation has met the requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax, therefore no provision for income taxes has been provided in these financial statements.”

Raw XML AppendixShowing 400 of 562 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02473123
IRS990/NetAssetsOrFundBalancesEOYAmt03523378
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0300
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0300
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt094648
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt094648
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt043400
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01001190
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01331936
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0300567
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt028318
IRS990/OccupancyGrp/TotalAmt028318
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04701
IRS990/OfficeExpensesGrp/TotalAmt04701
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt067006
IRS990/OtherEmployeeBenefitsGrp/TotalAmt067006
IRS990/OtherExpensesGrp/Desc0AUCTION ITEMS PURCHASED
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2RENT AND VENUE
IRS990/OtherExpensesGrp/Desc3DECORATIONS
IRS990/OtherExpensesGrp/FundraisingAmt0217319
IRS990/OtherExpensesGrp/FundraisingAmt176378
IRS990/OtherExpensesGrp/FundraisingAmt270391
IRS990/OtherExpensesGrp/FundraisingAmt363575
IRS990/OtherExpensesGrp/TotalAmt0217319
IRS990/OtherExpensesGrp/TotalAmt176378
IRS990/OtherExpensesGrp/TotalAmt270391
IRS990/OtherExpensesGrp/TotalAmt363575
IRS990/OtherLiabilitiesGrp/BOYAmt044276
IRS990/OtherLiabilitiesGrp/EOYAmt030480
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0882
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0882
IRS990/OtherRevenueTotalAmt0882
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0293733
IRS990/OtherSalariesAndWagesGrp/TotalAmt0293733
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt035312
IRS990/PayrollTaxesGrp/TotalAmt035312
IRS990/PensionPlanContributionsGrp/FundraisingAmt023206
IRS990/PensionPlanContributionsGrp/TotalAmt023206
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt022307
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0286017
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020840
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028721
IRS990/ProfessionalFundraisingInd01
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FUNDING TO SANTA MARGARITA CATHOLIC HIGH SCHOOL TO FUND CAMPUS IMPROVEMENTS AND SUSTAIN THE FUTURE OF SANTA MARGARITA CATHOLIC HIGH SCHOOL
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01177028
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01175028
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02903291
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02752549
IRS990/PYInvestmentIncomeAmt060216
IRS990/PYOtherExpensesAmt0585550
IRS990/PYOtherRevenueAmt0443137
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-455102
IRS990/PYSalariesCompEmpBnftPaidAmt0523647
IRS990/PYTotalExpensesAmt03861746
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03406644
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01006855
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0297363
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01932596
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03397775
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02903291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03235411
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02345680
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt020500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011902657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt042703
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt042338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032362
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0143039
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82020
IRS990ScheduleA/PublicSupportTotal170Amt09879627
IRS990ScheduleA/SubstantialContributorsTotAmt02023030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03397775
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02903291
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03235411
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02345680
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt020500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011902657
IRS990ScheduleA/TotalSupportAmt012045696
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0126032
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0178943
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0308741
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt06500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010266
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0110278
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt015000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0126032
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03254
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt096909
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0110278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0869
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt096909
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt096909
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02529453
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt043400
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030480
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.52770
IRS990ScheduleD/RevenueNotReportedAmt043400
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03536308
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FOR THE USE OF SCHOLARSHIPS AND TUTIONS ASSITANCE AT SANTA MARGARITA CATHOLIC HIGHSCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FILES THE FORM 990 AND RELATED CALIFORNIA RETURNS ON AN ANNUAL BASIS. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF TAXES IMPOSED BY TAXING AUTHORITIES AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION HAS MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.47230
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02529453
IRS990ScheduleD/TotalLiabilityAmt030480
IRS990ScheduleD/TotalRevenuePerForm990Amt03536308
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03579708
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02529453
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0369549
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0369549
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0142374
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GALA AND OTHER EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0606571
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0606571
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0237022
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0237022
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt094648
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0142374
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0142374
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt037500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
IRS990ScheduleI/RecipientTable/CashGrantAmt01175028
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT EDUCATION, SCHOLARSHIPS AND TUITION ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SANTA MARGARITA CATHOLIC HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0330235681
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt022062 ANTONIO PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RANCHO SANTA MARGARITA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092688
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TO BE CONTROLLED BY THE ORGANIZATION WRITTING A CHECK TO THE SCHOOL OF CHOICE FOR THE RECEIPANT IF IT IS AN INDIVIDUAL, AND IF THE SANTA MARGARITA CATHOLIC HIGHSCHOOL IS RECEIVING A GRANT, IT IS INTERNALLY TRANSFERRING FUNDS TO BE USED BY THE SCHOOL AND TO BE RETAINED AND ADDED TO ACCOUNT OF SCHOOL FUNDS.

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