St. Margaret's Episcopal School

Legal name: St Margaret of Scotland Episcopal School

Nonprofit profile at a glance

EIN
953408913
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
San Juan Capistrano, CA, USA
Phone
9496610108
Rating
85
Verdict
STRONG
Rating confidence
Standard
Affiliation
Christianity

Official website

Reported finances

Revenue
$62,234,450
Expenses
$58,329,988
Assets
$156,269,353
Liabilities
$58,237,323

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

36 people listed

Executive titles in this filing

  • DANA SULLIVAN (PRESIDENT)
  • CATHLEEN STAHL (VICE PRESIDENT)

Highest reported compensation

  • WILLIAM MOSELEY (FORMER HEAD OF SCHOOL): $1,142,225 total reported compensation
  • JENEEN GRAHAM (HEAD OF SCHOOL): $533,825 total reported compensation
  • ALANNA CAJTHAML (CFOO): $391,700 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Educate the hearts and minds of young people for lives of learning, leadership and service. We are fortunate to be identified as an Episcopal school, not only because this expresses the importance and centrality of God’s grace, love and power in the raising of children, but also because this tradition provides a compass for our navigation through the shifting winds of change so prevalent in our lives today. We strive to act out of love, to teach love, to model love and to love one another in this community. As an Episcopal School, we will always consider God in reviewing our mission and maintaining our course. 26 We realize that some of our graduates may encounter times of uncertainty of their faith and lacking absolute clarity in their lives. In these instances, have we failed the.

What it reported doing in 2024

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.

Operating model

Revenue model
Other-operating. 86% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 85% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 90
  • Accountability: 100
  • Sustainability: 56
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.1%; rating input score 81
  • Program expense ratio: 87.7%; rating input score 88
  • Fundraising efficiency: $4.42 raised per $1 spent on fundraising; rating input score 18; 18th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.7%; rating input score 95; 33rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 77th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.3%; rating input score 61; 61st percentile among comparable filings
  • Total-asset coverage ratio: 2.68; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0.37; rating input score 48; 48th percentile among comparable filings
  • Officer compensation ratio: 8.1%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: 6.1% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 5.4% per year; rating input score 100; 47th percentile among comparable filings
  • Asset growth: 3.6% per year; rating input score 100; 25th percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 81.1% of revenue deployed · 87.7% of spending went to programs
  • Governance: 21 of 21 board members independent · 8 of 8 filing controls reported
  • Programs: 5 filed program accomplishments · $51.1M in reported program spending
  • Leadership: top reported pay $1.1M · 36 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 39 of 40 current checks pass · 1 finding to review
  • Schedules: 11 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 15 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 18/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 48/100.