SANTIAGO MIDDLE SCHOOL

EIN: 203182558 501(c)(3) Education

ORANGE, CA

Total Revenue
$17,883,260
Total Expenses
$18,962,718
Total Assets
$10,140,383
Net Assets
$5,766,268
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
CA
Principal Officer
JAMES D'AGOSTINO
Phone
7149976366
Tax Period
2024-07-01 to 2025-06-30

SANTIAGO MIDDLE SCHOOL, founded in 2005, is a mid-sized nonprofit in the Education sector that reported $17.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF SANTIAGO MIDDLE SCHOOL IS TO ASSIST ITS STUDENTS TO ATTAIN AN EDUCATIONAL ADVANTAGE BY DELIVERING A QUALITY AND DISCIPLINED PUBLIC SCHOOL EDUCATION OF UNMATCHED VALUE.

Program Service Accomplishments

Program 1
Expenses: $14,387,631

SANTIAGO OPERATES ITS CHARTER SCHOOL UNDER THE BELIEF THAT ADOLESCENTS DESERVE A QUALITY CURRICULUM DESIGNED SPECIFICALLY FOR THEM AND THAT MIDDLE SCHOOL IS A TIME FOR EXPLORATION AND DISCOVERY FOR...

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SANTIAGO OPERATES ITS CHARTER SCHOOL UNDER THE BELIEF THAT ADOLESCENTS DESERVE A QUALITY CURRICULUM DESIGNED SPECIFICALLY FOR THEM AND THAT MIDDLE SCHOOL IS A TIME FOR EXPLORATION AND DISCOVERY FOR INTERESTS. WHILE OTHER MIDDLE SCHOOLS STATE-WIDE ARE CUTTING THEIR EXPLORATORY PROGRAMS, SANTIAGO CONTINUES TO WORK SO THAT THESE INVALUABLE CLASSES REMAIN A PART OF THE CURRICULUM. AS A RESULT, EACH STUDENT AT SANTIAGO HAS THE OPTION OF CHOOSING TWO PER YEAR OF THE FOLLOWING ELECTIVES: ART, VOCAL MUSIC, DRAMA, FOREIGN LANGUAGE, INDUSTRIAL ARTS, HOME ECONOMICS, BAND, ORCHESTRA, SPEECH, READING, AND MUSICAL THEATER. ALL OF THE ELECTIVE TEACHERS HAVE RECEIVED TRAINING IN THE AREAS OF READING AND WRITING, AND THEY INCORPORATE THESE LESSONS INTO THEIR PROGRAMS IN SUPPORT OF SANTIAGO'S STANDARDS-BASED CURRICULUM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,800,192
Program Service Revenue $0
Investment Income $66,268
Other Revenue $16,800
TOTAL REVENUE $17,883,260

Expense Breakdown

Grants Paid $0
Salaries & Benefits $13,658,542
Fundraising Expenses $0
Program Expenses $14,387,631
Other Expenses $5,304,176
TOTAL EXPENSES $18,962,718

Year-over-Year Comparison

2024 2023 Change
Revenue $17,883,260 $16,293,614 +0.1%
Expenses $18,962,718 $13,799,593 +0.4%
Net Income $-1,079,458 $2,494,021 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
25
Volunteers
5

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALICIA ABIFADEL MEMBER 2.00
Director
$0 $0 $0
STEVEN ARNETT CERTIFICATED 42.00
Director
$0 $0 $0
JOHN BESTA CHAIRPERSON 2.00
Officer Director
$0 $0 $0
PATRICK CONNOLLY CERTIFICATED 42.00
Director
$0 $0 $0
JULIA MC CUISTION MEMBER 2.00
Director
$0 $0 $0
SUSAN GIBB MEMBER 2.00
Director
$0 $0 $0
JOHN HAUG MEMBER 2.00
Director
$0 $0 $0
DESIREE ORTIZ MEMBER 2.00
Director
$0 $0 $0
ASHLEY PEDROZA SECRETARY 42.00
Officer Director
$0 $0 $0
ERIC PHILIPS MEMBER 2.00
Director
$0 $0 $0
CYNTHIA ROBLES CLASSIFIED R 42.00
Director
$0 $0 $0
JAMES D'AGOSTINO SUPERINTENDE 42.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $17,883,260 $18,962,718 $10,140,383 $-1,079,458
2024 No data No data No data No data
2023 $15,173,736 $14,754,911 $9,114,535 $418,825
2022 $13,841,967 $13,588,755 $5,334,616 $253,212
2021 $11,583,577 $11,187,605 $4,642,031 $395,972
2020 $10,891,153 $10,523,803 $3,839,871 $367,350
2019 $10,889,526 $10,241,727 $3,845,759 $647,799
2018 $9,542,151 $9,379,019 $3,137,474 $163,132
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