BEducationEIN: 833567955· Ruling Year: 2019

Santa Margarita Eagle Foundation

Rcho Sta Marg, California

A-Health Score
83A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

How This Organization Compares

Compared to 4 peers in Education with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.10×
Peer Median20.77×
💰
$3.5M
Total Revenue
📊
$1.4M
Total Expenses
🏦
$2.9M
Net Assets
📋
$111K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+24.7%
Year-over-year change (2022 → 2023)
Net Margin
+59.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.10
Net assets divided by total expenses
Liabilities-to-Assets
3.7%
Total liabilities as % of total assets

Filing History

4 filings on record
YearRevenueExpensesAssets
2023$3,482,93725%$1,395,45533%$3,036,26182%
2022$2,792,56513483%$2,082,830271102%$1,665,0451281%
2021$20,56080%$7682%$120,53920%
2020$101,500$753$100,747

Frequently Asked Questions

What does Santa Margarita Eagle Foundation do?

Santa Margarita Eagle Foundation is a education nonprofit organization based in California. It is classified under NTEE code B11 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Santa Margarita Eagle Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Santa Margarita Eagle Foundation has a score of 83/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Santa Margarita Eagle Foundation generate?

Santa Margarita Eagle Foundation reports $3.5M in annual revenue and holds $3.6M in total assets, based on IRS filings.

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