Nonprofit · EIN 95-3408913
ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL
Tax-exempt · SAN JUAN CAPO, CA 92675
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $62,234,450 | $58,329,988 | $3,904,462 | $156,269,353 | $58,237,323 | $98,032,030 |
| June 30, 2024 | 990 | $66,039,065 | $55,669,754 | $10,369,311 | $147,406,780 | $55,748,652 | $91,658,128 |
| June 30, 2023 | 990 | $54,998,568 | $51,895,261 | $3,103,307 | $133,753,189 | $55,110,020 | $78,643,169 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,286,785
- Program service revenue
- $55,035,955
- Investment income
- $861,380
- Net rental income
- -$563,278
- Net gain from sales of assets
- -$1,346,107
- Net income from fundraising events
- $597,448
- Net income from gaming
- $16,130
- Other revenue
- $50,330
Expenses
- Grants and similar amounts paid
- $7,747,384
- Compensation of officers, directors and key employees
- $2,586,521
- Other salaries and wages
- $23,134,918
- Salaries, compensation and benefits (total)
- $33,764,739
- Professional fundraising fees
- $0
- Legal fees
- $32,395
- Accounting fees
- $58,099
- Occupancy
- $287,097
- Travel
- $535,675
- Depreciation
- $3,421,714
- Program services (functional)
- $51,129,178
- Management and general (functional)
- $5,779,261
- Fundraising (functional)
- $1,421,549
Balance sheet and other
- Total assets, start of year
- $147,406,780
- Total assets, end of year
- $156,269,353
- Total liabilities, end of year
- $58,237,323
- Net assets, end of year
- $98,032,030
- Land, buildings and equipment
- $82,396,366
- Publicly traded securities
- $51,416,152
- Net assets without donor restrictions
- $73,148,584
- Net assets with donor restrictions
- $24,883,446
- Gross receipts
- $65,609,220
- Employees
- 538
- Volunteers
- 100
- Year formed
- 1992
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WILLIAM MOSELEY | FORMER HEAD OF SCHOOL Former | 0 | $1,142,225 | $0 |
| JENEEN GRAHAM | HEAD OF SCHOOL Officer | 40 | $453,333 | $80,492 |
| ALANNA CAJTHAML | CFOO Officer | 40 | $333,542 | $58,158 |
| JONATHAN TUFO | EXEC DIRECTOR OF ADVANCEMENT Key employee | 40 | $204,928 | $95,467 |
| MIKE ALLISON | MIDDLE SCHOOL PRINCIPAL Key employee | 40 | $179,287 | $85,405 |
| PATRICK BENDZICK | ASSISTANT HEAD OF SCHOOL Key employee | 40 | $199,410 | $53,496 |
| JENNIFER BLOUNT | LOWER SCHOOL PRINCIPAL Key employee | 40 | $193,377 | $51,854 |
| JOHN ECLEVIA | DIR OF FACILITIES AND CONSTRUCTION Key employee | 40 | $184,780 | $52,665 |
| AMY ROBERTS | UPPER SCHOOL PRINCIPAL Key employee | 40 | $204,000 | $19,722 |
| NIKKI IMAI | DIRECTOR OF TECHNOLOGY Highest-paid employee | 40 | $186,546 | $30,181 |
| PHOEBE LARSON | DIRECTOR OF ENROLLMENT MANAGEMENT Highest-paid employee | 40 | $168,025 | $47,170 |
| DANIEL O'SHEA | ATHLETIC DIRECTOR Highest-paid employee | 40 | $146,040 | $66,931 |
| CRISELDA LOZON | EARLY SCHOOL PRINCIPAL Highest-paid employee | 40 | $147,660 | $26,113 |
| MAILE BELLOSI | ASST. LOWER SCHOOL PRINCIPAL Highest-paid employee | 40 | $143,610 | $26,839 |
| JEANNINE CLARKE | FORMER MIDDLE SCHOOL PRINCIPAL Former | 40 | $104,660 | $20,571 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV JOHN HARVEY TAYLOR | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DANA SULLIVAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CATHLEEN STAHL | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| PAUL C WESTHEAD | SECRETARY Trustee or director, Officer | 1 | $0 |
| BERNARD E SCHNEIDER | TREASURER Trustee or director, Officer | 1 | $0 |
| SUSAN E BROWN | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT D EDWARD CANON | DIRECTOR Trustee or director | 1 | $0 |
| SUAD ELIAS-ATALA | DIRECTOR Trustee or director | 1 | $0 |
| RYAN KORINKE | DIRECTOR Trustee or director | 1 | $0 |
| BENN MCCALLISTER | DIRECTOR Trustee or director | 1 | $0 |
| TANIA ROBERTSON | DIRECTOR Trustee or director | 1 | $0 |
| MATTINGLY MESSINA | DIRECTOR Trustee or director | 1 | $0 |
| ALETHEA MONGE | DIRECTOR Trustee or director | 1 | $0 |
| VICTORIA OTTERBEIN | DIRECTOR Trustee or director | 1 | $0 |
| MARK RISNER | DIRECTOR Trustee or director | 1 | $0 |
| KATIE RODIN | DIRECTOR Trustee or director | 1 | $0 |
| SAMUEL CORLISS JR | DIRECTOR Trustee or director | 1 | $0 |
| JASON A WEISS | DIRECTOR Trustee or director | 1 | $0 |
| ROGER YANG | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA KLAUSNER | DIRECTOR Trustee or director | 1 | $0 |
| JAY SPENUZZA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| William Moseley | Former Head of School Former | 0 | $863,159 | $69,759 |
| Alanna Cajthaml | CFOO Officer | 40 | $300,063 | $53,245 |
| Jeneen Graham | Head of School (Partial Year) Officer | 40 | $295,322 | $53,403 |
| Jonathan Tufo | Exec Director of Advancement Key employee | 40 | $189,561 | $91,361 |
| Patrick Bendzick | Assistant Head of School Key employee | 40 | $185,051 | $48,198 |
| Jennifer Blount | Lower School Principal Key employee | 40 | $184,789 | $46,198 |
| John Eclevia | Dir of Facilities and Construction Key employee | 40 | $180,274 | $45,940 |
| Mike Allison | Middle School Principal Key employee | 40 | $149,321 | $75,000 |
| Elise Rodriguez | Director of College Counseling Highest-paid employee | 40 | $179,076 | $27,913 |
| Nikki Imai | Director of Technology Highest-paid employee | 40 | $178,744 | $27,213 |
| Phoebe Larson | Director of Enrollment Management Highest-paid employee | 40 | $163,503 | $42,435 |
| Criselda Lozon | Early School Principal Highest-paid employee | 40 | $141,279 | $23,653 |
| Maile Bellosi | Asst. Lower School Principal Highest-paid employee | 40 | $139,389 | $23,491 |
| Bernard E Schneider | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Cathleen Stahl | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Dana Sullivan | President Trustee or director, Officer | 1 | $0 | $0 |
| Paul C Westhead | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Rev John Harvey Taylor | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Alethea Monge | Director Trustee or director | 1 | $0 | $0 |
| Christa Martin | Director Trustee or director | 1 | $0 | $0 |
| Jason A Weiss | Director Trustee or director | 1 | $0 | $0 |
| Katie Rodin | Director Trustee or director | 1 | $0 | $0 |
| Mark Risner | Director Trustee or director | 1 | $0 | $0 |
| Mattingly Messina | Director Trustee or director | 1 | $0 | $0 |
| Michael Tomeo | Director Trustee or director | 1 | $0 | $0 |
| Robert D Edward Canon | Director Trustee or director | 1 | $0 | $0 |
| Roger Yang | Director Trustee or director | 1 | $0 | $0 |
| Ryan Korinke | Director Trustee or director | 1 | $0 | $0 |
| Suad Elias-Atala | Director Trustee or director | 1 | $0 | $0 |
| Susan E Brown | Director Trustee or director | 1 | $0 | $0 |
| Victoria Otterbein | Director Trustee or director | 1 | $0 | $0 |
| William Lutz | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| William Moseley | Head of School Officer | 40 | $1,077,383 | $61,036 |
| Jeannine Clarke | Middle School Principal Key employee | 40 | $201,146 | $28,744 |
| Jeneen Graham | Upper School Principal Key employee | 40 | $186,079 | $42,166 |
| Ryan Dahlem | Assistant Head of School Key employee | 40 | $183,303 | $39,123 |
| Jonathan Tufo | Exec Director of Advancement Key employee | 40 | $180,367 | $39,398 |
| John Eclevia | Dir of Facilities and Construction Key employee | 40 | $172,581 | $41,091 |
| Jennifer Blount | Lower School Principal Key employee | 40 | $176,784 | $23,411 |
| Phoebe Larson | Director of Enrollment Managerment Highest-paid employee | 40 | $156,291 | $39,576 |
| Alanna Cajthaml | CFOO Officer | 40 | $175,887 | $19,803 |
| Patrick Bendzick | Director of Health & Wellness Highest-paid employee | 40 | $170,852 | $22,868 |
| Elise Rodriguez | Director of College Counseling Highest-paid employee | 40 | $166,261 | $25,605 |
| Michael Allison | Middle School Assistant Principle Highest-paid employee | 40 | $156,155 | $30,103 |
| Anne Dahlem | Director of Communications Highest-paid employee | 40 | $169,365 | $15,243 |
| Bernard E Schneider | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Jason A Weiss | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Joyce C Lee | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Paul C Westhead | President Trustee or director, Officer | 1 | $0 | $0 |
| Rev John Harvey Taylor | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Alethea Monge | Director Trustee or director | 1 | $0 | $0 |
| Cathleen Stahl | Director Trustee or director | 1 | $0 | $0 |
| Dana Sullivan | Director Trustee or director | 1 | $0 | $0 |
| Jessica Klausner | Director Trustee or director | 1 | $0 | $0 |
| Mark Risner | Director Trustee or director | 1 | $0 | $0 |
| Mattingly Messina | Director Trustee or director | 1 | $0 | $0 |
| Michael Tomeo | Director Trustee or director | 1 | $0 | $0 |
| Robert D Edward Canon | Director Trustee or director | 1 | $0 | $0 |
| Roger Yang | Director Trustee or director | 1 | $0 | $0 |
| Ryan Korinke | Director Trustee or director | 1 | $0 | $0 |
| Suad Elias-Atala | Director Trustee or director | 1 | $0 | $0 |
| Susan E Brown | Director Trustee or director | 1 | $0 | $0 |
| Victoria Otterbein | Director Trustee or director | 1 | $0 | $0 |
| William Lutz | Director Trustee or director | 1 | $0 | $0 |
| Wyatt E Malcolm | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 31641 LA NOVIA AVE, SAN JUAN CAPO, CA 92675-2752
- Principal officer (990 for 2024)
- JENEEN GRAHAM, 31641 LA NOVIA AVE, SAN JUAN CAPISTRANO, CA 92675
- Signed the 990
- ALANNA CAJTHAML, CFOO
- Phone
- (949) 661-0108
- Website
- WWW.SMES.ORG
- Return prepared by
- CRI CAPIN CROUSE ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3408913 or by the name ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE SPECIFIC AND PRIMARY PURPOSES FOR WHICH THIS SCHOOL WAS FORMED ARE AS FOLLOWS: (A) TO PROMOTE AND FOSTER, IN CONJUNCTION WITH THE PROTESTANT EPISCOPAL CHURCH IN THE DIOCESE OF LOS ANGELES, (CONTINUED ON SCHEDULE O)THE DEVELOPMENT OF THE INTELLECTUAL, SPIRITUAL AND PHYSICAL CAPACITIES OF EACH STUDENT ENROLLED IN THE SCHOOL, (B) TO PREPARE STUDENTS FOR HIGHER EDUCATION, AND (C) TO SERVE AS A NONPROFIT, INDEPENDENT EPISCOPAL SCHOOL IN SERVICE TO FAMILIES OF THE COMMUNITY WITHOUT REFERENCE TO RACE, COLOR, SEX, RELIGION, OR NATIONAL ORIGIN.
Program accomplishments
- A COLLEGE PREPARATORY SCHOOL THAT SERVES OVER 1,200 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.Expenses $49,478,788 · grants $7,608,570 · revenue $53,086,929
- 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 $852,144 · grants $138,814 · revenue $970,043
- 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 $406,946 · revenue $599,597
- 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 $237,899 · revenue $166,600
- SPECIAL CAMP: SPECIAL CAMP IS A SUMMER PROGRAM RUN BY THE SCHOOL FOR SPECIAL NEEDS PERSONS OPEN TO THE PUBLIC.Expenses $153,401 · revenue $212,786
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3408913
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $156,269,353
- Income (IRS master file)
- $65,609,220
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $62,234,450 | $58,329,988 | $156,269,353 | IRS |
| 990 | June 2024 | $66,039,065 | $55,669,754 | $147,406,780 | IRS |
| 990 | June 2023 | $54,998,568 | $51,895,261 | $133,753,189 | XML |
| 990 | June 2022 | $44,754,351 | $42,802,578 | $130,817,135 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 95-3408913).
Questions about ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL
- What is the EIN of ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL?
- The employer identification number (EIN) of ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL is 95-3408913.
- Is ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL 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 ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL 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 ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL?
- The 990 for the year ended June 30, 2025 names JENEEN GRAHAM.
- Who are the officers and directors of ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL?
- The 990 for the year ended June 30, 2025 lists 36 people; 15 received compensation from the organization, the highest $1,142,225 (WILLIAM MOSELEY, FORMER HEAD OF SCHOOL).
- How much revenue does ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $62,234,450, expenses of $58,329,988 and total assets of $156,269,353 at year end.
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