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Santa Margarita Eagle Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$3.48M (2023)

Expenses
$1.4M (2023)

Total Assets
$3.04M (2023)

Total Liabilities
$111k (2023)

Source: Form 990 tax filings from 2020 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,482,937
Expenses
$1,395,455
Net Income
$2,087,482
Net Assets
$2,925,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,235,411
92.9%
Program Services $0
Investment Income $32,362
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $215,164
6.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $133,811
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $261,114
18.7%
Assets/Debt
Total Assets $3,036,261
Total Liabilities $111,096
Net Assets $2,925,165
Compensation
Key Employees and Officers Compensation Related Other
Laurie Beach (Executive Director) $124,866 $0 $12,366
Annette Walker (Board Chair) $0 $0 $0
Kathleen Fallon Boyle (Board Member) $0 $0 $0
Lisa Hartung (Board Member) $0 $0 $0
Kent Hayden (Board Member) $0 $0 $0
Jeremy Laster (Board Member) $0 $0 $0
Frank Pisano (Board Member) $0 $0 $0
Nick Maroutsos (Board Member) $0 $0 $0
Andrew Sulick (President) $0 $0 $0
Sergio Muniz (Secretary) $0 $0 $0
Michelle Lencioni (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,792,565
Expenses
$2,082,830
Net Income
$709,735
Net Assets
$830,274
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,345,680
84.0%
Program Services $0
Investment Income $25,576
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $421,309
15.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $61,625
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $261,674
12.6%
Assets/Debt
Total Assets $1,665,045
Total Liabilities $834,771
Net Assets $830,274
Compensation
Key Employees and Officers Compensation Related Other
Laurie Beach (Executive Director) $61,625 $0 $0
Annette Walker (Board Chair) $0 $0 $0
Kathleen Fallon Boyle (Board Member) $0 $0 $0
Lisa Hartung (Board Member) $0 $0 $0
Kent Hayden (Board Member) $0 $0 $0
Jeremy Laster (Board Member) $0 $0 $0
Frank Pisano (Board Member) $0 $0 $0
Nick Maroutsos (Board Member) $0 $0 $0
Andrew Sulick (President) $0 $0 $0
Sergio Muniz (Secretary) $0 $0 $0
Michelle Lencioni (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,560
Expenses
$768
Net Income
$19,792
Net Assets
$120,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,500
99.7%
Program Services $0
Investment Income $60
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $120,539
Total Liabilities $0
Net Assets $120,539
Compensation
Key Employees and Officers Compensation Other
Annette Walker (Chair) $0 $0
Kathleen Boyle (Board Member) $0 $0
Kent Hayden (Board Member) $0 $0
Lisa Hartung (Board Member) $0 $0
Frank Pisano (Board Member) $0 $0
Jeremy Laster (Board Member) $0 $0
Jensen Elizabeth (Diocesan Designee) $0 $0
Andrew Sulick (President) $0 $0
Michelle Balash Lencioni (Treasurer) $0 $0
Sergio Muniz (Secretary) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$101,500
Expenses
$753
Net Income
$100,747
Net Assets
$100,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $101,500
100%
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $100,747
Total Liabilities $0
Net Assets $100,747
Compensation
Key Employees and Officers Compensation Other
Annette Walker (Chair) $0 $0
Kathleen Boyle (Board Member) $0 $0
Kent Hayden (Board Member) $0 $0
Lisa Hartung (Board Member) $0 $0
Frank Pisano (Board Member) $0 $0
Jeremy Laster (Board Member) $0 $0
Andrew Sulick (President) $0 $0
Michelle Balash Lencioni (Treasurer) $0 $0
Sergio Muniz (Secretary) $0 $0

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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