SANTA MARGARITA EAGLE FOUNDATION (EIN 833567955) - Form 990 Financial Analysis & Trantor Score

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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

2019

Legal Domicile

Phone

9497666000

Tax Period

2024-07-01 to 2025-06-30

SANTA MARGARITA EAGLE FOUNDATION, founded in 2019, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024. The organization ran a surplus of $1.0M, a strong 28% operating margin.

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 CATHLIC HIGH SCHOOL.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,397,775

Program Service Revenue $0

Investment Income $43,003

Other Revenue $95,530

TOTAL REVENUE $3,536,308

Expense Breakdown

Grants Paid $1,212,528

Salaries & Benefits $566,223

Fundraising Expenses $1,159,298

Program Expenses $1,214,528

Other Expenses $750,702

TOTAL EXPENSES $2,529,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,536,308	$3,406,644	+0.0%
Expenses	$2,529,453	$3,861,746	-0.3%
Net Income	$1,006,855	$-455,102	-3.2%

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK MAROUTSOS	BOARD CHAIR	1.00	Director	$0	$0	$0
SEAN CRAFTS	BOARD MEMBER	1.00	Director	$0	$0	$0
JODIE CERRUTI	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN WINTERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF COVA	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM SVINTH	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNON EDWARDS WERNEMAR	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW SULICK	PRESIDENT	1.00	Officer	$0	$0	$0
SERGIO MUNIZ	SECRETARY	1.00	Officer	$0	$0	$0
MICHELLE LENCIONI	TREASURER	1.00	Officer	$0	$0	$0
LAURIE BEACH	EXECUTIVE DIRECTOR	40.00	Highest	$140,975	$7,049	$148,024

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	$3,536,308	$2,529,453	$3,614,427	$1,006,855
2024	No data	No data	No data	No data
2023	$3,482,937	$1,395,455	$3,036,261	$2,087,482
2022	$2,792,565	$2,082,830	$1,665,045	$709,735

SANTA MARGARITA EAGLE FOUNDATION