St Margaret Of Scotland Episcopal School
- Assets
- $134.1m
- Revenue
- $40.9m
- Investments
- $42.4m
- Employees
- 427
- Location
- San Juan Capistrano, CA
- Founding
- 11/1992
- Data as of
- 06/2021
- EIN
- 95-3408913
Organization Overview
St Margaret Of Scotland Episcopal School is located in San Juan Capistrano, CA. The organization was established in 1992. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 06/2021, St Margaret Of Scotland Episcopal School employed 427 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. St Margaret Of Scotland Episcopal School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, St Margaret Of Scotland Episcopal School generated $40.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $41.4m during the year ending 06/2021. While expenses have increased by 3.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
ST. MARGARET EPISCOPAL SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT SERVES OVER 1200 STUDENTS FROM PRESCHOOL THROUGH GRADE TWELVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ST MARGARET EPISCOPAL SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT SERVES OVER 1200 STUDENTS FROM PRESCHOOL THROUGH GRADE TWELVE IN KEEPING WITH THE EPISCOPAL TRADITION OF EDUCATION. THIS CLASSICAL LEARNING ENVIRONMENT PAIRS EXCELLENT ACADEMICS WITH A WIDE VARIETY OF EXTRA CURRICULAR ACTIVITIES, INCLUDING ATHLETICS, FINE ARTS, AND COMMUNITY SERVICE PROVIDING AN ENVIRONMENT THAT DEVELOPS CHARACTER AND VALUES. STUDENTS DEVELOP THE CONFIDENCE AND INTEGRITY TO PURSUE LIFELONG COMMITMENT TO SPIRITUAL AND INTELLECTUAL GROWTH.
ST. MARGARET EPISCOPAL SCHOOL'S WEE TARTAN DAYCARE CENTER PROVIDES BOTH FULL-TIME AND PART-TIME DAYCARE SERVICES FOR UP TO FIFTEEN EMPLOYEES WHO HAVE INFANTS FROM THREE MONTHS OLD UP TO THREE YEAR'S OLD.
DANCE & SPECIAL CAMP- SPECIAL CAMP IS A SUMMER PROGRAM RUN BY THE SCHOOL FOR SPECIAL NEEDS PERSONS OPEN TO THE PUBLIC.
DRAMA PRODUCTIONS AND DANCE INCOME ARE FOR SHOWS PUT ON BY THE STUDENTS AT VARIOUS TIMES DURING THE YEAR.PARENT TEACHER FELLOWSHIP IS OPTIONAL TO JOIN FOR EACH FAMILY CURRENTLY ENROLLED AT THE SCHOOL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William N Moseley Head Of School | Officer | 40 | $921,770 |
David J Bush CFO & COO | Officer | 32 | $321,362 |
Jeannine Clarke Middle School Principal | Officer | 40 | $183,539 |
Jonathan Tufo Executive Director Of Adva | Officer | 40 | $173,361 |
Ryan Dahlem Assistant Head Of School | Officer | 40 | $172,911 |
Jeneen Graham Upper School Principal | Officer | 40 | $171,366 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $229,465 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,124,561 |
| Noncash contributions included in lines 1a–1f | $136,401 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,354,026 |
| Total Program Service Revenue | $37,099,320 |
| Investment income | $1,467,256 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$385,957 |
| Net Gain/Loss on Asset Sales | $214,447 |
| Net Income from Fundraising Events | $140,193 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$8,941 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $40,914,385 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,068,140 |
| Compensation of current officers, directors, key employees. | $412,256 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $21,520,044 |
| Pension plan accruals and contributions | $1,940,175 |
| Other employee benefits | $2,401,001 |
| Payroll taxes | $1,564,182 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $48,625 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,481,736 |
| Advertising and promotion | $46,791 |
| Office expenses | $1,002,449 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $840,530 |
| Travel | $171,064 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $818,313 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,270,886 |
| Insurance | $624,403 |
| All other expenses | $812,609 |
| Total functional expenses | $41,397,291 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,404,638 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $2,990,412 |
| Accounts receivable, net | $134,696 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $89,542 |
| Prepaid expenses and deferred charges | $386,558 |
| Net Land, buildings, and equipment | $82,138,843 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $42,436,969 |
| Investments—program-related | $0 |
| Intangible assets | $212,062 |
| Other assets | $270,780 |
| Total assets | $134,064,500 |
| Accounts payable and accrued expenses | $4,298,499 |
| Grants payable | $0 |
| Deferred revenue | $27,396,836 |
| Tax-exempt bond liabilities | $17,568,315 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $7,468,912 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,527,497 |
| Total liabilities | $59,260,059 |
| Net assets without donor restrictions | $59,933,938 |
| Net assets with donor restrictions | $14,870,503 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $134,064,500 |
Grants Recieved
Over the last fiscal year, we have identified 10 grants that St Margaret Of Scotland Episcopal School has recieved totaling $238,357.
| Awarding Organization | Amount |
|---|---|
Nicholas Endowment Tr Irvine, CA PURPOSE: PROFESSIONAL DEVELOPMENT | $100,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: ENVIRONMENTAL AND ANIMALS | $69,000 |
Goldman Sachs Philanthropy Fund New York, NY PURPOSE: EDUCATION | $25,000 |
Goldman Sachs Charitable Gift Fund New York, NY PURPOSE: EDUCATIONAL PROGRAMS & OTHER STUDENT SVC | $15,000 |
Charities Aid Foundation America Alexandria, VA PURPOSE: CHARITABLE DONATION | $9,857 |
Goldman Sachs Charitable Gift Fund New York, NY PURPOSE: SCHOLARSHIPS & FINANCIAL AID | $7,000 |
Endowment Analysis
| Beg. Balance | $14,824,147 |
| Earnings | $4,369,538 |
| Net Contributions | $279,317 |
| Other Expense | $190,000 |
| Ending Balance | $19,283,002 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Harvard-Westlake School Studio City, CA | $519,427,126 | $134,983,009 |
The Harker School San Jose, CA | $301,623,113 | $112,065,304 |
Taipei American School Foundation Los Angeles, CA | $200,440,067 | $84,912,591 |
Roessler-Chadwick Foundation Palos Verdes Peninsula, CA | $148,653,684 | $85,001,982 |
Antelope Valley Learning Academy Inc Valencia, CA | $39,011,789 | $89,911,071 |
Iolani School Honolulu, HI | $388,589,856 | $96,713,611 |
Valley Christian Schools San Jose, CA | $114,034,879 | $67,792,442 |
Crossroads School For Arts And Sciences Santa Monica, CA | $228,466,642 | $71,695,660 |
Pinecrest Academy Of Nevada Las Vegas, NV | $180,969,815 | $55,227,601 |
Brentwood School Los Angeles, CA | $181,845,528 | $61,517,128 |
Viewpoint Educational Foundation Calabasas, CA | $147,164,644 | $51,317,532 |
Francis Parker School San Diego, CA | $194,908,820 | $57,687,551 |