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Passes our checks

St Margaret of Scotland Episcopal School

EIN 95-3408913 · San Juan Capo, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair50 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$62.2 million
Spending
$58.3 million
Spent on programs
88%
Reserves
-1.9 months of spending
Largest source of income
fees for its services, 88%
Employees
538
Volunteers
100
Highest pay
$1.1 million, former head of school

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 50 out of 100.

  • Reserves

    0 of 35

    Spendable reserves are negative: it owes or has committed more than it holds.

  • Debt

    10 of 20

    It owes 37% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 6% of income.

  • Income trend

    10 of 15

    Income fell 6% on the year before.

  • Spending floor

    15 of 15

    88% of spending went to programs and raising each dollar of donations cost 23 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100.

  • Independent board

    25 of 25

    21 of 21 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (5)
  1. $49.5 million spent. 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.
  2. $852,144 spent. SUMMER SCHOOL PROGRAMS - SUMMER AT ST. MARGARET'S FOSTERS EXPLORATION, INNOVATION, COLLABORATION, AND INDEPENDENCE IN A NURTURING, SMALL-GROUP ENVIRONMENT, BUILDING ON THE SCHOOL'S MISSION OF EDUCATING THE HEARTS AND MINDS OF YOUNG PEOPLE FOR LIVES OF LEARNING, LEADERSHIP, AND SERVICE. CAMPS INCLUDE OUTDOOR ADVENTURES, ATHLETICS, PERFORMING AND VISUAL ARTS, AND ACADEMIC EXPLORATION.
  3. $406,946 spent. DRAMA PRODUCTIONS AND DANCE INCOME ARE FOR SHOWS PUT ON BY THE STUDENTS AT VARIOUS TIMES DURING THE YEAR. PARENT TEACHER FELLOWSHIP MEMBERSHIP FEES SUPPORT COMMUNITY EVENTS.
  4. $237,899 spent. WEE TARTAN DAYCARE CENTER PROVIDES BOTH FULLTIME AND PARTTIME DAYCARE SERVICES FOR UP TO FIFTEEN EMPLOYEES WHO HAVE INFANTS FROM THREE MONTHS OLD UP TO THREE YEARS OLD.
  5. $153,401 spent. SPECIAL CAMP: SPECIAL CAMP IS A SUMMER PROGRAM RUN BY THE SCHOOL FOR SPECIAL NEEDS PERSONS OPEN TO THE PUBLIC.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since November 1992.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.