Santa Margarita Eagle Foundation

Analysis

Santa Margarita Eagle Foundation is a registered charity in United States, based in Rcho Sta Marg, CA. It received its IRS tax-exemption ruling in December 2019, 7 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Santa Margarita Eagle Foundation reported income of $3.5m and spending of $1.4m, leaving 60% of income unspent that year. Across the 2 years on record, from June 2022 to June 2023, income grew from $2.8m to $3.5m (+25%), an average of +25% a year. The sharpest change came in the year to June 2023, when income rose by 25%. Over the whole period it spent 55% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Santa Margarita Eagle Foundation sits at the 86th percentile: it is larger than about 86% of them. Against every charity in United States with reported income it ranks in the 90th percentile, and in the 90th percentile within CA. Charities of a similar size with the same main cause include Street School Inc ($3.5m), Riverview Center Inc ($3.5m) and Bairong Education Foundation Inc ($3.5m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 93% of the total. Compensation of current officers, directors and key employees was $134k (9.6% of expenses). Other salaries and wages came to $261k. At year end it held assets of $3.0m against liabilities of $111k, net assets of $2.9m. It reported 7 employees.