ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL Charity Report

Public IRS 990 nonprofit record

ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL

EIN 95-3408913 · Education (B)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders36 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

82.16%of revenue went to mission work87.7% of expenses · Program services

2.28%of revenue went to fundraising2.4% of expenses

$93.73spent for every $100 of revenueRevenue covered expenses this year.

9.29%of revenue went to management and office costs9.9% of expenses

$2.68in assets for every $1 spent this yearSome assets cannot be spent right away.

10.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,142,225 for WILLIAM MOSELEY (FORMER HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$62,234,450

Mission workProgram services$51,129,17882.16% of revenue87.7% of expenses

ManagementOffice and general costs$5,779,2619.29% of revenue9.9% of expenses

FundraisingAsking for donations$1,421,5492.28% of revenue2.4% of expenses

Revenue left after expensesReported annual surplus$3,904,4626.27% of revenueShown in gray on the chart

Total expenses$58,329,98893.73% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 87.7% mission · 9.9% management · 2.4% fundraisingTotal expenses: 93.73% of revenue

2023Expense mix: 89.3% mission · 8.4% management · 2.4% fundraisingTotal expenses: 84.30% of revenue

2022Expense mix: 87.2% mission · 10.6% management · 2.2% fundraisingTotal expenses: 94.36% of revenue

2021Expense mix: 83.6% mission · 13.0% management · 3.3% fundraisingTotal expenses: 95.64% of revenue

2020Expense mix: 84.3% mission · 12.8% management · 2.9% fundraisingTotal expenses: 101.18% of revenue

2019Expense mix: 83.8% mission · 13.1% management · 3.1% fundraisingTotal expenses: 93.95% of revenue

2018Expense mix: 85.4% mission · 12.1% management · 2.5% fundraisingTotal expenses: 84.98% of revenue

2017Expense mix: 85.0% mission · 12.3% management · 2.6% fundraisingTotal expenses: 94.58% of revenue

Money in and money out

Revenue$62,234,450

Expenses$58,329,988

Annual surplus $3,904,462 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$51,129,178 · 87.7% of expenses

Management and office costs$5,779,261 · 9.9% of expenses

Fundraising$1,421,549 · 2.4% of expenses

See all reported dollar amounts

Revenue$62,234,450

Expenses$58,329,988

Assets$156,269,353

Income$65,609,220

Contributions$6,286,785

Mission work (program services)$51,129,178

Fundraising$1,421,549

Management and general$5,779,261

Stocks and bonds$51,416,152

Accounting fees$58,099

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

WILLIAM MOSELEYFORMER HEAD OF SCHOOL $1,142,225

JENEEN GRAHAMHEAD OF SCHOOL · 40 hrs/week $533,825Base $453,333 · Other $80,492

ALANNA CAJTHAMLCFOO · 40 hrs/week $391,700Base $333,542 · Other $58,158

JONATHAN TUFOEXEC DIRECTOR OF ADVANCEMENT · 40 hrs/week $300,395Base $204,928 · Other $95,467

MIKE ALLISONMIDDLE SCHOOL PRINCIPAL · 40 hrs/week $264,692Base $179,287 · Other $85,405

PATRICK BENDZICKASSISTANT HEAD OF SCHOOL · 40 hrs/week $252,906Base $199,410 · Other $53,496

JENNIFER BLOUNTLOWER SCHOOL PRINCIPAL · 40 hrs/week $245,231Base $193,377 · Other $51,854

JOHN ECLEVIADIR OF FACILITIES AND CONSTRUCTION · 40 hrs/week $237,445Base $184,780 · Other $52,665

AMY ROBERTSUPPER SCHOOL PRINCIPAL · 40 hrs/week $223,722Base $204,000 · Other $19,722

NIKKI IMAIDIRECTOR OF TECHNOLOGY · 40 hrs/week $216,727Base $186,546 · Other $30,181

PHOEBE LARSONDIRECTOR OF ENROLLMENT MANAGEMENT · 40 hrs/week $215,195Base $168,025 · Other $47,170

DANIEL OSHEAATHLETIC DIRECTOR · 40 hrs/week $212,971Base $146,040 · Other $66,931

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (36)

WILLIAM MOSELEYFORMER HEAD OF SCHOOL

JENEEN GRAHAMHEAD OF SCHOOL

ALANNA CAJTHAMLCFOO

JONATHAN TUFOEXEC DIRECTOR OF ADVANCEMENT

MIKE ALLISONMIDDLE SCHOOL PRINCIPAL

PATRICK BENDZICKASSISTANT HEAD OF SCHOOL

JENNIFER BLOUNTLOWER SCHOOL PRINCIPAL

JOHN ECLEVIADIR OF FACILITIES AND CONSTRUCTION

AMY ROBERTSUPPER SCHOOL PRINCIPAL

NIKKI IMAIDIRECTOR OF TECHNOLOGY

PHOEBE LARSONDIRECTOR OF ENROLLMENT MANAGEMENT

DANIEL OSHEAATHLETIC DIRECTOR

CRISELDA LOZONEARLY SCHOOL PRINCIPAL

MAILE BELLOSIASST. LOWER SCHOOL PRINCIPAL

JEANNINE CLARKEFORMER MIDDLE SCHOOL PRINCIPAL

ALETHEA MONGEDIRECTOR

JESSICA KLAUSNERDIRECTOR

VICTORIA OTTERBEINDIRECTOR

TANIA ROBERTSONDIRECTOR

SUSAN E BROWNDIRECTOR

SUAD ELIAS-ATALADIRECTOR

SAMUEL CORLISS JRDIRECTOR

RYAN KORINKEDIRECTOR

ROGER YANGDIRECTOR

ROBERT D EDWARD CANONDIRECTOR

REV JOHN HARVEY TAYLORCHAIRMAN

BENN MCCALLISTERDIRECTOR

PAUL C WESTHEADSECRETARY

BERNARD E SCHNEIDERTREASURER

CATHLEEN STAHLVICE PRESIDENT

DANA SULLIVANPRESIDENT

MATTINGLY MESSINADIRECTOR

MARK RISNERDIRECTOR

JASON A WEISSDIRECTOR

KATIE RODINDIRECTOR

JAY SPENUZZADIRECTOR

About this charity

Recognized since: January 1992
Location: 31641 LA NOVIA AVE, SAN JUAN CAPO, CA 92675-2752
County: Orange
In care of: ALANNA CAJTHAML
Primary officer: ALANNA CAJTHAML, CFOO

How to reach them

WebsiteVisit the charity’s website Phone(949) 661-0108

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CRI CAPIN CROUSE ADVISORS LLC
NTEE classification: Education (B)
IRS tax category: Education