ST MARGARET OF SCOTLAND EPISCOPAL … - Form 990 Financial Data

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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

1992

Legal Domicile

Principal Officer

JENEEN GRAHAM

Phone

9496610108

Tax Period

2024-07-01 to 2025-06-30

ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL, founded in 1992, is a mid-sized nonprofit that reported $62.2M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $58.3M left a modest 6% surplus.

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 Service Accomplishments

Program 1

Expenses: $49,478,788 Revenue: $53,086,929

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...

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.

Program 2

Expenses: $852,144 Revenue: $970,043

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...

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.

Program 3

Expenses: $406,946 Revenue: $599,597

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.

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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 $6,286,785

Program Service Revenue $55,035,955

Investment Income $861,380

Other Revenue $50,330

TOTAL REVENUE $62,234,450

Expense Breakdown

Grants Paid $7,747,384

Salaries & Benefits $33,764,739

Fundraising Expenses $1,421,549

Program Expenses $51,129,178

Other Expenses $16,817,865

TOTAL EXPENSES $58,329,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,234,450	$66,039,065	-0.1%
Expenses	$58,329,988	$55,669,754	+0.0%
Net Income	$3,904,462	$10,369,311	-0.6%

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

538

Volunteers

100

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

$925,525

Total Directors

Key Employees

$1,524,391

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV JOHN HARVEY TAYLOR	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DANA SULLIVAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHLEEN STAHL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL C WESTHEAD	SECRETARY	1.00	Officer Director	$0	$0	$0
BERNARD E SCHNEIDER	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN E BROWN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT D EDWARD CANON	DIRECTOR	1.00	Director	$0	$0	$0
SUAD ELIAS-ATALA	DIRECTOR	1.00	Director	$0	$0	$0
RYAN KORINKE	DIRECTOR	1.00	Director	$0	$0	$0
BENN MCCALLISTER	DIRECTOR	1.00	Director	$0	$0	$0
TANIA ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
MATTINGLY MESSINA	DIRECTOR	1.00	Director	$0	$0	$0
ALETHEA MONGE	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA OTTERBEIN	DIRECTOR	1.00	Director	$0	$0	$0
MARK RISNER	DIRECTOR	1.00	Director	$0	$0	$0
KATIE RODIN	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL CORLISS JR	DIRECTOR	1.00	Director	$0	$0	$0
JASON A WEISS	DIRECTOR	1.00	Director	$0	$0	$0
ROGER YANG	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA KLAUSNER	DIRECTOR	1.00	Director	$0	$0	$0
JAY SPENUZZA	DIRECTOR	1.00	Director	$0	$0	$0
ALANNA CAJTHAML	CFOO	40.00	Officer	$333,542	$58,158	$391,700
JENEEN GRAHAM	HEAD OF SCHOOL	40.00	Officer	$453,333	$80,492	$533,825
JONATHAN TUFO	EXEC DIRECTOR OF ADVANCEMENT	40.00	Key Emp	$204,928	$95,467	$300,395
PATRICK BENDZICK	ASSISTANT HEAD OF SCHOOL	40.00	Key Emp	$199,410	$53,496	$252,906
JENNIFER BLOUNT	LOWER SCHOOL PRINCIPAL	40.00	Key Emp	$193,377	$51,854	$245,231
JOHN ECLEVIA	DIR OF FACILITIES AND CONSTRUCTION	40.00	Key Emp	$184,780	$52,665	$237,445
MIKE ALLISON	MIDDLE SCHOOL PRINCIPAL	40.00	Key Emp	$179,287	$85,405	$264,692
AMY ROBERTS	UPPER SCHOOL PRINCIPAL	40.00	Key Emp	$204,000	$19,722	$223,722
NIKKI IMAI	DIRECTOR OF TECHNOLOGY	40.00	Highest	$186,546	$30,181	$216,727
PHOEBE LARSON	DIRECTOR OF ENROLLMENT MANAGEMENT	40.00	Highest	$168,025	$47,170	$215,195
CRISELDA LOZON	EARLY SCHOOL PRINCIPAL	40.00	Highest	$147,660	$26,113	$173,773
DANIEL O'SHEA	ATHLETIC DIRECTOR	40.00	Highest	$146,040	$66,931	$212,971
MAILE BELLOSI	ASST. LOWER SCHOOL PRINCIPAL	40.00	Highest	$143,610	$26,839	$170,449
WILLIAM MOSELEY	FORMER HEAD OF SCHOOL	0.00		$1,142,225	$0	$1,142,225
JEANNINE CLARKE	FORMER MIDDLE SCHOOL PRINCIPAL	40.00		$104,660	$20,571	$125,231

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	$62,234,450	$58,329,988	$156,269,353	$3,904,462
2024	No data	No data	No data	No data
2023	$54,998,568	$51,895,261	$133,753,189	$3,103,307
2022	$44,754,351	$42,802,578	$130,817,135	$1,951,773
2021	$40,914,385	$41,397,291	$134,064,500	$-482,906
2020	$41,046,167	$38,564,156	$129,971,358	$2,482,011
2019	$44,408,473	$37,738,169	$121,119,791	$6,670,304
2018	$38,186,448	$36,116,363	$113,979,665	$2,070,085

ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL