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Santa Margarita Eagle Foundation

Tax-deductible

Rcho Sta Marg, CA501(c)(3)EducationEIN 83-3567955Revenue $3.5M in FY2025

On file with the IRS22062 Antonio Pkwy, 92688-1993 · Rcho Sta Marg, CATax-exempt since Dec 2019Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
48¢ of each $1 spent went to programs.
Run by 150 volunteers and 6 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $837K a year · 25% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
48%
of spending
Concern: 48% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$141K
to officers and key staff · 6% of spending
Top officer’s pay higher than 59% of similar orgs
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 10.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$91K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.5M
+4% vs prior year
Spent
$2.5M
To programs
48%
Net assets
$3.5M
By yearFY2020–FY2025
Revenue
$3.5M
FY2025▲ +4%
Tap a bar for its year
Revenue by fiscal year
FY2020$102K
FY2021$21K
FY2022$2.8M
FY2023$3.5M
FY2024$3.4M
FY2025$3.5M
Expenses
$2.5M
FY2025▼ -34%
Tap a bar for its year
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022$2.1M
FY2023$1.4M
FY2024$3.9M
FY2025$2.5M
Net assets
$3.5M
FY2025▲ +42%
Tap a bar for its year
Net assets by fiscal year
FY2020$101K
FY2021$121K
FY2022$830K
FY2023$2.9M
FY2024$2.5M
FY2025$3.5M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2019.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

48 cents of each dollar spent went to programs.

Program services 48% · $1.2M Management & general 6% · $156K Fundraising 46% · $1.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $141K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Laurie Beach
Executive Director
$140,975Pt VII · Sec A
Sean Crafts
Board Member
$0Pt VII · Sec A
Jodie Cerruti
Board Member
$0Pt VII · Sec A
Kevin Winters
Board Member
$0Pt VII · Sec A
Jeff Cova
Board Member
$0Pt VII · Sec A
Nick Maroutsos
Board Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Andrew Sulick
President
$0Pt VII · Sec A

Laurie Beach’s $141K as Executive Director is at the 59th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022
Laurie Beach$140,975$148,581$124,866$61,625

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Santa Margarita Eagle Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Funds students, improves campus, and sustains the school's future through financial aid and endowments.

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Provided by the organization

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2 programs · $1.2M · in their own filed words · FY2024
01

Provide funding to santa margarita catholic high school to fund campus improvements and sustain the future of santa margarita catholic high school

$1.2Mprogram expense
02

Provide financial aid to students who attend santa margarita catholic high school

$38Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Robert and Kimberly Milo FoundationFY2025$5K
Total grants receivedfrom 1 funder$5K
Grants paid · 7 grants · $5.5M · 2021–2024
Santa Margarita Catholic High SchoolFY2024$1,175,028
Unitemized GrantFY2024$37,500
Santa Margarita Catholic High SchoolFY2023$2,656,049
Unitemized GrantFY2023$21,500
Santa Margarita Catholic High SchoolFY2022$378,647
Unitemized GrantFY2022$17,500
Santa Margarita Catholic High SchoolFY2021$1,191,062

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$3.5M
Ln 12
Gifts and grantsLn 1h$3.4M
Other incomeLn 4–11$96K
Investment incomeLn 3$43K
Money outPt IX
$2.5M
Ln 25
Programscol B$1.2M
Managementcol C$156K
Fundraisingcol D$1.2M
Owns and owesPt X
$3.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$3.6M
LiabilitiesLn 26$91K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.4M
Noncash giftsLn 1g$301K
Fundraising eventsLn 1c$370K
Investment incomeLn 3$43K
Other incomeLn 4–11$96K
Gains on assetsLn 7$300
Total revenueLn 12$3.5M
Assets in detailPt X, end of year
CashLn 1$337K
SavingsLn 2$1.9M
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$1.0M
Total assetsLn 16$3.6M
LiabilitiesLn 26$91K
Net assetsLn 32$3.5M
OperationsPt I, VI
EmployeesI 56
VolunteersI 6150
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.5M$2.3M
InvestmentsLn 11–13$1.0M
Total assetsLn 16$2.6M$3.6M
LiabilitiesLn 26$95K$91K
Net assetsLn 32$2.5M$3.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.2M$1.2M
Grants to domestic individualsLn 2$38K$38K
Pay of current officers, directors and key staffLn 5$147K$147K
Other salaries and wagesLn 7$294K$294K
Pension plan contributionsLn 8$23K$23K
Other employee benefitsLn 9$67K$67K
Payroll taxesLn 10$35K$35K
Accounting feesLn 11c$73K$73K
Office expensesLn 13$5K$5K
Information technologyLn 14$5K$5K
OccupancyLn 16$28K$28K
TravelLn 17$5K$5K
Other expenses (24a–d)Ln 24$428K$428K
All other expensesLn 24e$208K$2K$45K$161K
Total functional expensesLn 25$2.5M$1.2M$156K$1.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $3.5M$2.5M$1.0M$3.5M 990 PDF
FY2024 $3.4M$3.9M−$455K$2.5M 990 PDF
FY2023 $3.5M$1.4M$2.1M$2.9M 990 PDF
FY2022 $2.8M$2.1M$710K$830K 990 PDF
FY2021 $21K$121K 990 PDF
FY2020 $102K$101K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $3,536,308 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,903,291$3,397,775
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $60,216$43,003
I-11 Other revenuePrior year $443,137$95,530
I-12 Total revenuePrior year $3,406,644$3,536,308
I-13 Grants and similar amounts paidPrior year $2,752,549$1,212,528
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $523,647$566,223
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $585,550$750,702
I-18 Total expensesPrior year $3,861,746$2,529,453
I-19 Revenue less expensesPrior year −$455,102$1,006,855
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,536,308 across 9 lines filed
VIII-1c Fundraising events$369,549
VIII-1f All other contributions, gifts and grants$3,028,226
VIII-1g Noncash contributions (included above)$300,567
VIII-1h Total contributions, gifts and grants$3,397,775
VIII-3 Investment incomeExcluded from tax $42,703$42,703
VIII-7 Net gain or loss on sales of assetsExcluded from tax $300$300
VIII-8 Net income from fundraising eventsExcluded from tax $94,648$94,648
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $882$882
VIII-12 Total revenueRelated to mission $882 · Unrelated business $0 · Excluded from tax $137,651$3,536,308
Part IX · Statement of functional expenses $2,529,453 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $1,175,028$1,175,028
IX-2 Grants to domestic individualsPrograms $37,500$37,500
IX-5 Pay of current officers, directors and key staffFundraising $146,966$146,966
IX-7 Other salaries and wagesFundraising $293,733$293,733
IX-8 Pension plan contributionsFundraising $23,206$23,206
IX-9 Other employee benefitsFundraising $67,006$67,006
IX-10 Payroll taxesFundraising $35,312$35,312
IX-11c Accounting feesManagement $72,743$72,743
IX-13 Office expensesManagement $4,701$4,701
IX-14 Information technologyManagement $4,797$4,797
IX-16 OccupancyManagement $28,318$28,318
IX-17 TravelFundraising $4,587$4,587
IX-24 Other expenses (24a–d)Fundraising $427,663$427,663
IX-24e All other expensesPrograms $2,000 · Management $45,068 · Fundraising $160,825$207,893
IX-25 Total functional expensesPrograms $1,214,528 · Management $155,627 · Fundraising $1,159,298$2,529,453
Part X · Balance sheet $3,614,427 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $2,228,062$337,205
X-2 Savings and temporary cash investmentsStart of year $297,363$1,932,596
X-3 Pledges and grants receivableStart of year $22,307$286,017
X-9 Prepaid expenses and deferred chargesStart of year $20,840$28,721
X-11 Publicly traded securities$1,029,888
X-16 Total assetsStart of year $2,568,572$3,614,427
X-17 Accounts payable and accrued expensesStart of year $31,173$57,298
X-18 Grants payable$0
X-19 Deferred revenueStart of year $20,000$3,271
X-25 Other liabilitiesStart of year $44,276$30,480
X-26 Total liabilitiesStart of year $95,449$91,049
X-27 Net assets without donor restrictionsStart of year $1,001,190$1,331,936
X-28 Net assets with donor restrictionsStart of year $1,471,933$2,191,442
X-32 Total net assets or fund balancesStart of year $2,473,123$3,523,378
X-33 Total liabilities and net assetsStart of year $2,568,572$3,614,427
Part XI · Reconciliation of net assets $3,523,378 net assets at year end
XI-1 Total revenue$3,536,308
XI-2 Total expenses$2,529,453
XI-3 Revenue less expenses$1,006,855
XI-4 Net assets at start of year$2,473,123
XI-5 Net unrealized gains (losses) on investments$43,400
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,523,378

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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