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Nonprofit · EIN 83-3567955

SANTA MARGARITA EAGLE FOUNDATION

Tax-exempt · RCHO STA MARG, CA 92688

Financials

$3.4M$3.9M2023$3.5M$2.5M2024
Revenue Expenses · by fiscal year end
Financials of SANTA MARGARITA EAGLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,536,308$2,529,453$1,006,855$3,614,427$91,049$3,523,378
June 30, 2024990$3,406,644$3,861,746-$455,102$2,568,572$95,449$2,473,123
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,397,775
Program service revenue
$0
Investment income
$43,003
Net gain from sales of assets
$300
Net income from fundraising events
$94,648
Other revenue
$95,530

Expenses

Grants and similar amounts paid
$1,212,528
Compensation of officers, directors and key employees
$146,966
Other salaries and wages
$293,733
Salaries, compensation and benefits (total)
$566,223
Professional fundraising fees
$0
Accounting fees
$72,743
Occupancy
$28,318
Travel
$4,587
Program services (functional)
$1,214,528
Management and general (functional)
$155,627
Fundraising (functional)
$1,159,298

Balance sheet and other

Total assets, start of year
$2,568,572
Total assets, end of year
$3,614,427
Total liabilities, end of year
$91,049
Net assets, end of year
$3,523,378
Publicly traded securities
$1,029,888
Net assets without donor restrictions
$1,331,936
Net assets with donor restrictions
$2,191,442
Gross receipts
$4,005,981
Employees
7
Volunteers
10
Year formed
2019
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LAURIE BEACHEXECUTIVE DIRECTOR
Highest-paid employee
40$140,975$7,049
NICK MAROUTSOSBOARD CHAIR
Trustee or director
1$0$0
SEAN CRAFTSBOARD MEMBER
Trustee or director
1$0$0
JODIE CERRUTIBOARD MEMBER
Trustee or director
1$0$0
KEVIN WINTERSBOARD MEMBER
Trustee or director
1$0$0
JEFF COVABOARD MEMBER
Trustee or director
1$0$0
JIM SVINTHBOARD MEMBER
Trustee or director
1$0$0
SHANNON EDWARDS WERNEMARBOARD MEMBER
Trustee or director
1$0$0
ANDREW SULICKPRESIDENT
Officer
1$0$0
SERGIO MUNIZSECRETARY
Officer
1$0$0
MICHELLE LENCIONITREASURER
Officer
1$0$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
LAURIE BEACHEXECUTIVE DIRECTOR
Highest-paid employee
40$148,581$7,429
ANNETTE WALKERBOARD CHAIR
Trustee or director
1$0$0
SEAN CRAFTSBOARD MEMBER
Trustee or director
1$0$0
LISA HARTUNGBOARD MEMBER
Trustee or director
1$0$0
KENT HAYDENBOARD MEMBER
Trustee or director
1$0$0
JEFF COVABOARD MEMBER
Trustee or director
1$0$0
FRANK PISANOBOARD MEMBER
Trustee or director
1$0$0
NICK MAROUTSOSBOARD MEMBER
Trustee or director
1$0$0
ANDREW SULICKPRESIDENT
Officer
1$0$0
SERGIO MUNIZSECRETARY
Officer
1$0$0
MICHELLE LENCIONITREASURER
Officer
1$0$0

Address and contacts

Address (IRS master file)
22062 ANTONIO PKWY, RCHO STA MARG, CA 92688-1993
Signed the 990
MICHELLE BALASH LENCIONI, OFFICER
Phone
(949) 766-6000
Return prepared by
REDWITZ INC

California records

California keeps its own records of charities and corporations. Search them by EIN 83-3567955 or by the name SANTA MARGARITA EAGLE FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDE FINANCIAL AID TO STUDENTS WHO ATTEND SANTA MARGARITA CATHOLIC HIGH SCHOOL
    Expenses $37,500 · grants $37,500
  • PROVIDE FUNDING TO SANTA MARGARITA CATHOLIC HIGH SCHOOL TO FUND CAMPUS IMPROVEMENTS AND SUSTAIN THE FUTURE OF SANTA MARGARITA CATHOLIC HIGH SCHOOL
    Expenses $1,177,028 · grants $1,175,028

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
83-3567955
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$3,614,427
Income (IRS master file)
$4,005,981

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,536,308$2,529,453$3,614,427XML
990June 2024$3,406,644$3,861,746$2,568,572IRS
990June 2023$3,482,937$1,395,455$3,036,261IRS
990June 2022$2,792,565$2,082,830$1,665,045IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-3567955).

Questions about SANTA MARGARITA EAGLE FOUNDATION

What is the EIN of SANTA MARGARITA EAGLE FOUNDATION?
The employer identification number (EIN) of SANTA MARGARITA EAGLE FOUNDATION is 83-3567955.
Is SANTA MARGARITA EAGLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to SANTA MARGARITA EAGLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SANTA MARGARITA EAGLE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SANTA MARGARITA EAGLE FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SANTA MARGARITA EAGLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of SANTA MARGARITA EAGLE FOUNDATION?
The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $140,975 (LAURIE BEACH, EXECUTIVE DIRECTOR).
How much revenue does SANTA MARGARITA EAGLE FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,536,308, expenses of $2,529,453 and total assets of $3,614,427 at year end.

Other nonprofits in RCHO STA MARG

All nonprofits in RCHO STA MARG · California · Education