EIN 95-3408913

St Margaret's Episcopal School

IRS 501(c) type
501(c)(3)
Num. employees
452
Year formed
1992
Most recent tax filings
2022-06-01
NTEE code, primary
Description
St. Margaret’s Episcopal School is the premier coeducational, independent, college-preparatory day school in Orange County serving 1,200 students in preschool through grade 12.
Also known as...
St Margaret of Scotland Episcopal School
Total revenues
$44,754,351
2022
Total expenses
$42,802,578
2022
Total assets
$130,817,135
2022
Num. employees
452
2022

Program areas at St Margaret's Episcopal School

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.
Summer School programs & special camp- special camp is a summer program run by the School for special needs persons open to the public.
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.
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.

Who funds St Margaret's Episcopal School

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
The Shanahan Family Charitable FoundationGeneral Purpose$350,000
Nicholas EndowmentBreakthrough SJC$100,000
Vanguard Charitable Endowment ProgramFor Recipient's Exempt Purpose$94,000
...and 28 more grants received totalling $871,914

Personnel at St Margaret's Episcopal School

NameTitleCompensation
Alanna CajthamlChief Financial Officer and Chief Operating Officer
David J BushDirector of Finance and Operations / Chief Financial Officer and Chief Operating Officer / Chief Financial and Op Officer / Chief Financial and Operating Officer / Director of Finance / Director - Finance and Operati$331,923
William N MoseleyAdministration , Head of School$994,902
Terri ShamsDirector of Finance and Operations$146,018
Anne DahlemAdministration , Director of Communications and Marketing$165,428
...and 19 more key personnel

Financials for St Margaret's Episcopal School

RevenuesFYE 06/2022
Total grants, contributions, etc.$2,322,085
Program services$40,323,158
Investment income and dividends$2,275,950
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$-272,639
Net gain from sale of non-inventory assets$0
Net income from fundraising events$76,700
Net income from gaming activities$0
Net income from sales of inventory$17,328
Miscellaneous revenues$11,769
Total revenues$44,754,351

Form 990s for St Margaret's Episcopal School

Fiscal year endingDate received by IRSFormPDF link
2022-062023-08-16990View PDF
2021-062022-05-11990View PDF
2020-062021-05-26990View PDF
2019-062020-10-15990View PDF
2018-062019-12-27990View PDF
...and 8 more Form 990s

Organizations like St Margaret's Episcopal School

OrganizationLocationRevenue
Francis W Parker SchoolChicago, IL$67,683,715
The Fay SchoolSouthborough, MA$32,779,683
Hammond SchoolColumbia, SC$23,206,609
Greensboro Day SchoolGreensboro, NC$22,760,621
Nampa Christian SchoolsNampa, ID$11,233,582
Florida Christian School (FCS)Miami, FL$13,276,802
Lakeland Christian SchoolLakeland, FL$22,667,518
Chinese American International School (CAIS)San Francisco, CA$46,388,087
The Peck SchoolMorristown, NJ$18,201,178
San Francisco Friends School (SFFS)San Francisco, CA$22,143,526
Data update history
December 25, 2023
Received grants
Identified 8 new grant, including a grant for $350,000 from The Shanahan Family Charitable Foundation
September 30, 2023
Posted financials
Added Form 990 for fiscal year 2022
September 30, 2023
Updated personnel
Identified 7 new personnel
September 27, 2023
Received grants
Identified 3 new grant, including a grant for $100,000 from Sun Family Foundation
July 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
SchoolsK-12 schoolsCharities
Issues
Education
Characteristics
Fundraising eventsState / local levelEndowed supportTax deductible donations
General information
Address
31641 La Novia
San Juan Capistrano, CA 92675
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Website URL
smes.org/ 
Phone
(949) 661-0108
Facebook page
SMESTartans 
Twitter profile
@smtartans 
IRS details
EIN
95-3408913
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1992
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B24: Elementary School
NAICS code, primary
611110: Elementary and Secondary Schools
Parent/child status
Independent
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