NonprofitsSt Margaret Of Scotland Episcopal School

St Margaret Of Scotland Episcopal School

SAN JUAN CAPO, CA

Total revenue

$66.0M

Total expenses

$55.7M

Net assets

$91.7M

Grants received

$2.9M

83 grants

EIN

953408913

Tax year

2023

Mission

A college preparatory school that serves over 1,200 students from preschool through grade twelve.

Programs

4 programs

Summer school programs - Summer at St. Margaret's fosters exploration, innovation, collaboration, and independence in a nurturing, small-group environment, building on the school's mission of educating the hearts and minds of young people for lives of learning, leadership, and service. Camps include outdoor adventures, athletics, performing and visual arts, and academic exploration.

Expenses: $701K

Drama productions and dance income are for shows put on by the students at various times during the year. Parent teacher fellowship membership fees support community events.

Expenses: $384K

Wee Tartan Daycare Center provides both fulltime and parttime daycare services for up to fifteen employees who have infants from three months old up to three years old.

Expenses: $232K

Special camp: Special camp is a summer program run by the school for special needs persons open to the public.

Expenses: $172K

Financials

FY 2023

Revenue

Contributions & grants$11.5M
Program service revenue$52.1M
Investment income$2.1M
Other revenue$333K
Total revenue$66.0M

Expenses

Grants paid$7.4M
Salaries & benefits$31.7M
Fundraising$1.3M
Other expenses$16.6M
Total expenses$55.7M
Total assets$147.4M
Net assets$91.7M

People

32 listed

NameRoleCompensation

Alanna Cajthaml

CFOO

Board

$300K

40 hrs/wk

Jeneen Graham

Head of School (Partial Year)

Board

$295K

40 hrs/wk

Roger Yang

Director

Board

1 hrs/wk

Ryan Korinke

Director

Board

1 hrs/wk

Suad Elias-Atala

Director

Board

1 hrs/wk

Bernard E Schneider

Treasurer

Board

1 hrs/wk

Victoria Otterbein

Director

Board

1 hrs/wk

William Lutz

Director

Board

1 hrs/wk

Susan E Brown

Director

Board

1 hrs/wk

Cathleen Stahl

Vice President

Board

1 hrs/wk

Dana Sullivan

President

Board

1 hrs/wk

Paul C Westhead

Secretary

Board

1 hrs/wk

Rev John Harvey Taylor

Chairman

Board

1 hrs/wk

Alethea Monge

Director

Board

1 hrs/wk

Christa Martin

Director

Board

1 hrs/wk

Jason A Weiss

Director

Board

1 hrs/wk

Katie Rodin

Director

Board

1 hrs/wk

Mark Risner

Director

Board

1 hrs/wk

Mattingly Messina

Director

Board

1 hrs/wk

Michael Tomeo

Director

Board

1 hrs/wk

Robert D Edward Canon

Director

Board

1 hrs/wk

William Moseley

Former Head of School

Staff

$863K

0

Jonathan Tufo

Exec Director of Advancement

Staff

$190K

40 hrs/wk

Patrick Bendzick

Assistant Head of School

Staff

$185K

40 hrs/wk

Jennifer Blount

Lower School Principal

Staff

$185K

40 hrs/wk

John Eclevia

Dir of Facilities and Construction

Staff

$180K

40 hrs/wk

Elise Rodriguez

Director of College Counseling

Staff

$179K

40 hrs/wk

Nikki Imai

Director of Technology

Staff

$179K

40 hrs/wk

Phoebe Larson

Director of Enrollment Management

Staff

$164K

40 hrs/wk

Mike Allison

Middle School Principal

Staff

$149K

40 hrs/wk

Criselda Lozon

Early School Principal

Staff

$141K

40 hrs/wk

Maile Bellosi

Asst. Lower School Principal

Staff

$139K

40 hrs/wk

Grants received

Showing 83 of 83

FromAmountPurposeYear
$216K
TO EDUCATE YOUNG PEOPLE'S HEARTS AND MINDS FOR LIVES OF LEARNING, LEADERSHIP, AND SERVICE.
2024
$200K
PROGRAM SUPPORT FOR BREAKTHROUGH SAN JUAN CAPISTRANO
2024
$100K
Elementary and Secondary Education
2024
$100K
GENERAL SUPPORT
2024
$20K
OTHER OPERATING SUPPORT
2024
$20K
WELLNESS PROJECT
2024
$10K
UNRESTRICTED GENERAL SUPPORT
2024
$5K
THE WES CARR PAVILION
2024
$1K
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
$291K
For grant recipient's exempt purposes
2023
$48K
ENVIRONMENTAL AND ANIMALS
2023
$35K
BREAKTHROUGH SAN JUAN CAPISTRANO'S PARTICIPATION IN "COLLEGE SUCCESS NETWORKED IMPROVEMENT COMMUNITY" PROJECT
2023
$35K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$25K
CHARITABLE DONATION
2023
$10K
PUBLIC, SOCIETAL BENEFIT
2023
$8K
TO EDUCATE YOUNG PEOPLE'S HEARTS AND MINDS FOR LIVES OF LEARNING, LEADERSHIP, AND SERVICE
2023
$5K
GENERAL SUPPORT
2023
$4K
GENERAL SUPPORT
2023
$2K
WILLIAM N. MOSELEY LEGACY FUND
2023
$2K
WILLIAM N. MOSELEY LEGACY FUND
2023
$1K
GENERAL OPERATING SUPPORT
2023
$62K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$50K
ENVIRONMENTAL AND ANIMALS
2022
$46K
For grant recipient's exempt purposes
2022
$23K
GENERAL SUPPORT
2022
$15K
GENERAL SUPPORT
2022
$10K
BREAKTHROUGH SAN JUAN CAPISTRANO'S PARTICIPATION IN "COLLEGE SUCCESS NETWORKED IMPROVEMENT COMMUNITY" PROJECT
2022
$10K
R2G Cohort Grants
2022
$10K
GENERAL OPERATING SUPPORT
2022
$9K
CHARITABLE DONATION
2022
$94K
For recipient's exempt purpose
2021
$69K
ENVIRONMENTAL AND ANIMALS
2021
$32K
For grant recipient's exempt purposes
2021
$32K
For grant recipient's exempt purposes
2021
$15K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2021
$10K
CHARITABLE DONATION
2021
$7K
SCHOLARSHIPS & FINANCIAL AID
2021
$95K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$66K
ENVIRONMENTAL AND ANIMALS
2020
$8K
For grant recipient's exempt purposes
2020
$7K
General & Unrestricted
2020
$5K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2020
$5K
OTHER OPERATING SUPPORT
2020
$3K
COMMUNITY GRANT
2020
$3K
SCHOLARSHIPS & FINANCIAL AID
2020
$2K
Matching Gifts
2020
$90K
PRIMARY AND SECONDARY EDUCATION
2019
$63K
ENVIRONMENTAL AND ANIMALS
2019
$111K
For grant recipient's exempt purposes
2018
$56K
ENVIRONMENTAL AND ANIMALS
2018
$25K
SCHOLARSHIP FUND
2018
$6K
ENVIRONMENTAL/ANIMALS
2017

Funded by

$2.9M from 26 funders · 83 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$520K · 6 grants · 2018–2023

Donor Advised Charitable Giving Inc

$356K · 7 grants · 2017–2023

Vanguard Charitable Endowment Program

$286K · 4 grants · 2020–2023

Orange County Community Foundation

$255K · 7 grants · 2017–2023

Spenuzza-Velastegui Family Foundation

$224K · 2 grants · 2023–2024

Samueli Foundation

$220K · 2 grants · 2024

Gs Donor Advised Philanthropy Fund

$208K · 5 grants · 2018–2024

American Endowment Foundation

$133K · 3 grants · 2020–2024

Details

EIN953408913
Subsection03
Ruling date1992-11
Formed1992
Employees496
Volunteers100
ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL — Mission, Financials & Grants Received | Grantivo