St Margaret Of Scotland Episcopal School
- Assets
- $130.8m
- Revenue
- $44.8m
- Investments
- $23.9m
- Employees
- 452
- Location
- San Juan Capistrano, CA
- Founding
- 11/1992
- Data as of
- 06/2022
- EIN
- 95-3408913
Organization Overview
St Margaret Of Scotland Episcopal School is located in San Juan Capistrano, CA. The organization was established in 1992. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 06/2022, St Margaret Of Scotland Episcopal School employed 452 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. St Margaret Of Scotland Episcopal School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, St Margaret Of Scotland Episcopal School generated $44.8m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.9% each year. All expenses for the organization totaled $42.8m during the year ending 06/2022. While expenses have increased by 3.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
A COLLEGE PREPARATORY SCHOOL THAT SERVES OVER 1200 STUDENTS FROM PRESCHOOL THROUGH GRADE TWELVE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
A COLLEGE PREPARATORY SCHOOL THAT SERVES OVER 1200 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.
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.
WEE TARTAN DAYCARE CENTER PROVIDES BOTH FULL-TIME AND PART-TIME DAYCARE SERVICES FOR UP TO FIFTEEN EMPLOYEES WHO HAVE INFANTS FROM THREE MONTHS OLD UP TO THREE YEAR'S OLD.
SUMMER SCHOOL PROGRAMS & SPECIAL CAMP- SPECIAL CAMP IS A SUMMER PROGRAM RUN BY THE SCHOOL FOR SPECIAL NEEDS PERSONS OPEN TO THE PUBLIC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William N Moseley Head Of School | Officer | 40 | $994,902 |
David J Bush CFO & COO (until June 2022) | Officer | 32 | $331,923 |
Jeannine Clarke Middle School Principal | Officer | 40 | $197,596 |
Jeneen Graham Upper School Principal | Officer | 40 | $181,002 |
Jonathan Tufo Exec Director Of Advancement | Officer | 40 | $179,788 |
Ryan Dahlem Assistant Head Of School | Officer | 40 | $179,289 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $520,859 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,801,226 |
| Noncash contributions included in lines 1a–1f | $311,769 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,322,085 |
| Total Program Service Revenue | $40,323,158 |
| Investment income | $2,275,950 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | -$272,639 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $76,700 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $17,328 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $44,754,351 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $3,168,573 |
| Compensation of current officers, directors, key employees. | $1,315,825 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $20,037,164 |
| Pension plan accruals and contributions | $1,591,177 |
| Other employee benefits | $2,408,028 |
| Payroll taxes | $1,604,257 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $37,073 |
| Fees for services: Accounting | $40,308 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $2,328,707 |
| Advertising and promotion | $59,772 |
| Office expenses | $1,543,338 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $943,081 |
| Travel | $276,260 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $677,207 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,291,270 |
| Insurance | $687,291 |
| All other expenses | $1,137,457 |
| Total functional expenses | $42,802,578 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,120,667 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,534,537 |
| Accounts receivable, net | $159,209 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $82,088 |
| Prepaid expenses and deferred charges | $390,801 |
| Net Land, buildings, and equipment | $80,096,990 |
| Investments—publicly traded securities | $17,233,380 |
| Investments—other securities | $23,897,517 |
| Investments—program-related | $0 |
| Intangible assets | $31,166 |
| Other assets | $270,780 |
| Total assets | $130,817,135 |
| Accounts payable and accrued expenses | $4,797,648 |
| Grants payable | $0 |
| Deferred revenue | $27,007,040 |
| Tax-exempt bond liabilities | $16,805,539 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $7,335,235 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $904,484 |
| Total liabilities | $56,849,946 |
| Net assets without donor restrictions | $60,373,924 |
| Net assets with donor restrictions | $13,593,265 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $130,817,135 |