Civic Intelligence

Santa Margarita Eagle Foundation

990EZ • Fiscal year 2020 • EIN 83-3567955

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 05, 2021

Organization ProfileN/A
22062 Antonio PkwyRancho Santa Margarita, CA 92688

(949) 766-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

$100,747

No earlier filing loaded for comparison.

Net Assets

$100,747

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin98th percentile

Revenue

$101,500

No earlier filing loaded for comparison.

Expenses

$753

No earlier filing loaded for comparison.

Net Income

$100,747

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$100,747
Liabilities$0
Net Assets$100,747
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$101,500
Expenses$753
Net Income$100,747
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 5, 2021
Return Version
2019v5.2
Gross Receipts
$101,500
Mission and Program Overview

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.

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.

Program Services

DescriptionGrantsExpenses
NONE$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNETTE WALKERChair-$0--
KATHLEEN BOYLEBoard Member-$0--
KENT HAYDENBoard Member-$0--
LISA HARTUNGBoard Member-$0--
FRANK PISANOBoard Member-$0--
JEREMY LASTERBoard Member-$0--
ANDREW SULICKPresident-$0--
MICHELLE BALASH LENCIONITreasurer-$0--
SERGIO MUNIZSecretary-$0--
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
Treasurer
Phone
9497666000
Signed
2021-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Redwitz Inc
Address
3 PARK PLAZA SUITE 1700, IRVINE, CA 92614
Preparer
Julie Incorvina CPA Cfe
Phone
9497531514
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: credit card fees. Amount: 753.”

Raw XML Appendix164 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHELLE LENCIONI CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum09497666000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt022062 ANTONIO PKWY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RANCHO SANTA MARGARITA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0100747
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0101500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0100747
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
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IRS990EZ/GrossReceiptsAmt0101500
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
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IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0100747
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNETTE WALKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHLEEN BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KENT HAYDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LISA HARTUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FRANK PISANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEREMY LASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ANDREW SULICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MICHELLE BALASH LENCIONI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SERGIO MUNIZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0753
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0753
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0101500
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0101500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0101500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt06090
IRS990ScheduleA/SubstantialContributorsTotAmt095410
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0101500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0101500
IRS990ScheduleA/TotalSupportAmt0101500
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: CREDIT CARD FEES. AMOUNT: 753.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE BALASH LENCIONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09497666000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA MARGARITA EAGLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0833567955
ReturnHeader/Filer/PhoneNum09497666000
ReturnHeader/Filer/USAddress/AddressLine1Txt022062 ANTONIO PKWY
ReturnHeader/Filer/USAddress/CityNm0RANCHO SANTA MARGARITA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330850406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDWITZ INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 PARK PLAZA SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09497531514
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE INCORVINA CPA CFE
ReturnHeader/ReturnTs02021-02-05T18:30:40-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,747
Liabilities
$0
Net assets
$100,747
Revenue
$101,500
Expenses
$753
Net income
$100,747
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