Public Charity

ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL

ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL, of SAN JUAN CAPISTRANO, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $62.2M in revenue, $58.3M in expenses, $156.3M in total assets. 75 publicly reported grants to this organization, totaling roughly $5.8M, appear in IRS filings.

EIN: 953408913 SAN JUAN CAPISTRANO, CA Latest filing: 2025
Total Revenue$62.2M
Total Expenses$58.3M
Total Assets$156.3M
Grant Records75
Funding Total$5.8M
Filing Years2021–2025

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.

Where $100 goes at St Margaret of Scotland Episcopal School

How St Margaret of Scotland Episcopal School divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$86 Programs the work itself
$11 Management running the organization
$3 Fundraising raising the next dollar

Inside the $86 for programs

$83
A college preparatory school that serves over 1,200 students from preschool through grade twelve in keeping with the episcopal tradition of education
97% of program spending · Reported in the filing: 1,200 students
$2
Summer school programs
2% of program spending
$1
Drama productions and dance income are for shows put on by the students at various times during the year
1% of program spending

Plus 2 more programs. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CFOO Alanna Cajthaml
DIRECTOR Alethea Monge
UPPER SCHOOL PRINCIPAL Amy Roberts
DIRECTOR Benn Mccallister
TREASURER Bernard E Schneider
VICE PRESIDENT Cathleen Stahl

Officer compensation and complete director data available with membership.

Top Grant Purposes

Education
$3,584,237 32 grants
General Support
$1,700,323 31 grants
Animal Welfare
$489,599 9 grants
Unspecified
$1,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $62.2M $58.3M $156.3M
2024 $66.0M $55.7M $147.4M
2023 $55.0M $51.9M $133.8M
2022 $44.8M $42.8M $130.8M
2021 $40.9M $41.4M $134.1M

Between 2021 and 2025, reported annual revenue grew from $40.9M to $62.2M (+52%), with total assets most recently reported at $156.3M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for ST MARGARET OF SCOTLAND EPISCOPAL SCHOOL

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