2026-01-21T18:55:25-06:00 2025-06-30 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2024-07-01 833567955 SANTA MARGARITA EAGLE FOUNDATION SANT 9497666000 22062 ANTONIO PKWY RANCHO SANTA MARGARITA CA 92688 MICHELLE BALASH LENCIONI OFFICER 9497666000 2026-01-21 1 1 KATHLEEN D ESPIRITU CPA P01323905 9497531514 2024 2025-03-06 01:10:19Z 22062 ANTONIO PKWY RANCHO SANTA MARGARITA CA 92688 4005981 0 X N/A X 2019 CA 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. 7 7 7 10 0 0 2903291 3397775 0 0 60216 43003 443137 95530 3406644 3536308 2752549 1212528 0 0 523647 566223 0 0 1159298 585550 750702 3861746 2529453 -455102 1006855 2568572 3614427 95449 91049 2473123 3523378 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. 0 0 37500 37500 PROVIDE FINANCIAL AID TO STUDENTS WHO ATTEND SANTA MARGARITA CATHOLIC HIGH SCHOOL 1177028 1175028 PROVIDE FUNDING TO SANTA MARGARITA CATHOLIC HIGH SCHOOL TO FUND CAMPUS IMPROVEMENTS AND SUSTAIN THE FUTURE OF SANTA MARGARITA CATHOLIC HIGH SCHOOL 1214528 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 1 0 CA X MICHELLE LENCIONI CPA 9497666000 22062 ANTONIO PKWY RANCHO SANTA MARGARITA CA 92688 X NICK MAROUTSOS BOARD CHAIR 1.00 X 0 0 0 SEAN CRAFTS BOARD MEMBER 1.00 X 0 0 0 JODIE CERRUTI BOARD MEMBER 1.00 X 0 0 0 KEVIN WINTERS BOARD MEMBER 1.00 X 0 0 0 JEFF COVA BOARD MEMBER 1.00 X 0 0 0 JIM SVINTH BOARD MEMBER 1.00 X 0 0 0 SHANNON EDWARDS WERNEMAR BOARD MEMBER 1.00 X 0 0 0 ANDREW SULICK PRESIDENT 1.00 X 0 0 0 SERGIO MUNIZ SECRETARY 1.00 X 0 0 0 MICHELLE LENCIONI TREASURER 1.00 X 0 0 0 LAURIE BEACH EXECUTIVE DIRECTOR 40.00 X 140975 0 7049 140975 0 7049 1 0 0 0 0 369549 3028226 300567 3397775 42703 42703 327599 327299 300 300 300 237022 369549 142374 94648 94648 OTHER 900099 882 882 882 3536308 882 0 137651 1175028 1175028 37500 37500 146966 146966 293733 293733 23206 23206 67006 67006 35312 35312 72743 72743 4701 4701 4797 4797 28318 28318 4587 4587 AUCTION ITEMS PURCHASED 217319 217319 PRINTING 76378 76378 RENT AND VENUE 70391 70391 DECORATIONS 63575 63575 207893 2000 45068 160825 2529453 1214528 155627 1159298 2228062 337205 297363 1932596 22307 286017 20840 28721 1029888 2568572 3614427 31173 57298 0 20000 3271 44276 30480 95449 91049 X 1001190 1331936 1471933 2191442 2473123 3523378 2568572 3614427 1006855 43400 0 X 0 1 X 1 0 X 20500 2345680 3235411 2903291 3397775 11902657 20500 2345680 3235411 2903291 3397775 11902657 2023030 9879627 60 25576 32362 42338 42703 143039 12045696 0.82020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126032 178943 10266 6500 308741 110278 15000 3254 2500 126032 96909 15000 869 2500 110278 96909 96909 0.52770 0.47230 0 0 0 DUE TO RELATED PARTY 30480 30480 X 3579708 43400 43400 3536308 0 3536308 2529453 0 2529453 0 2529453 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. X X X X X 0 GALA AND OTHER EVENTS 606571 369549 237022 142374 606571 369549 237022 142374 142374 94648 1 SANTA MARGARITA CATHOLIC HIGH SCHOOL 22062 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 330235681 501(C)(3) 1175028 0 STUDENT EDUCATION, SCHOLARSHIPS AND TUITION ASSISTANCE 1 SCHOLARSHIPS 12 37500 PART I, LINE 2: TO 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. X 136008 COMPARABLE SALES VALUE X 73666 COMPARABLE SALES VALUE X 2 66194 COMPARABLE SALES VALUE X VARIOUS PREGAME MEALS 1 12237 COMPARABLE SALES VAL X CONTRACTOR EQUIPMENT DONATION 2 6072 COMPARABLE SALES VAL X GIFT FROM VENDOR - DRINKS 1 6000 COMPARABLE SALES VAL X VARIOUS FOOD DONATION 1 390 COMPARABLE SALES VAL 2 0 0 0 PART I, COLUMN (B): VARIOUSE CONTRIBUTIONS THOUGHOUT THE YEAR THAT ARE FROM PARENTS OF A VENDOR DONATION. 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. SANTA MARGARITA CATHOLIC HIGHSCHOOL 22062 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 PROVIDE PRIVATE EDUCATION UNDER THE DIOCESE OF ORANGE. CA 508(C)(1)(A) EXEMPTI LINE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SANTA MARGARITA CATHOLIC HIGHSCHOOL B 1175028 COMPARABLE TUITION