2024-04-25T16:30:13-05:00 2023-06-30 330850406 REDWITZ INC 3 PARK PLAZA SUITE 1700 IRVINE CA 92614 990 2022-07-01 833567955 SANTA MARGARITA EAGLE FOUNDATION SANT 9497666000 22062 ANTONIO PKWY RANCHO SANTA MARGARITA CA 92688 MICHELLE BALASH LENCIONI OFFICER 9497666000 2024-04-25 1 MICHELLE BALASH LENCIONI 999009999 0 JULIE INCORVINA CPA CFE P00434320 9497531514 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 22062 ANTONIO PKWY RANCHO SANTA MARGARITA CA 92688 3646353 0 X N/A X 2019 CA THE FOUNDATION RAISES FUNDS TO PROVIDE FINANCIAL AID TO STUDENTS, TO FUND CAMPUS IMPROVEMENT PROJECTS AT SANTA MARGARITA CATHOLIC HIGH SCHOOL AND TO ESTABLISH ENDOWMENTS TO SUSTAIN THE FUTURE OF SANTA MARGARITA CATHLIC HIGH SCHOOL. 7 7 7 90 0 0 2345680 3235411 0 0 25576 32362 421309 215164 2792565 3482937 1191062 396147 0 0 428628 514908 0 0 831974 463140 484400 2082830 1395455 709735 2087482 1665045 3036261 834771 111096 830274 2925165 THE FOUNDATION RAISES FUNDS TO PROVIDE FINANCIAL AID TO STUDENTS, TO FUND CAMPUS IMPROVEMENT PROJECTS AT SANTA MARGARITA CATHOLIC HIGH SCHOOL AND TO ESTABLISH ENDOWMENTS TO SUSTAIN THE FUTURE OF SANTA MARGARITA CATHLIC HIGH SCHOOL. 0 0 402831 396147 FUNDRAISING ACTIVITIES TO PROVIDE FINANCIAL AID TO STUDENTS WHO ATTEND SANTA MARGARITA CATHOLIC HIGH SCHOOL 402831 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 7 1 0 0 0 0 0 1 1 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 1 0 CA X MICHELLE LENCIONI CPA 9497666000 22062 ANTONIO PKWY RANCHO SANTA MARGARITA CA 92688 ANNETTE WALKER BOARD CHAIR 1.00 X 0 0 0 KATHLEEN FALLON-BOYLE BOARD MEMBER 1.00 X 0 0 0 LISA HARTUNG BOARD MEMBER 1.00 X 0 0 0 KENT HAYDEN BOARD MEMBER 1.00 X 0 0 0 JEREMY LASTER BOARD MEMBER 1.00 X 0 0 0 FRANK PISANO BOARD MEMBER 1.00 X 0 0 0 NICK MAROUTSOS BOARD MEMBER 1.00 X 0 0 0 ANDREW SULICK PRESIDENT 1.00 X 0 0 0 SERGIO MUNIZ SECRETARY 1.00 X 0 0 0 MICHELLE LENCIONI TREASURER 1.00 X 0 0 0 LAURIE BEACH EXECUTIVE DIRECTOR 40.00 X 124866 0 12366 124866 0 12366 1 0 0 0 0 614821 2620590 297858 3235411 32362 32362 378580 614821 163416 215164 215164 3482937 32362 0 215164 X 378647 378647 17500 17500 133811 133811 261114 261114 90789 90789 29194 29194 61760 61760 8364 8364 2676 2676 28627 28627 RENT AND VENUE 63759 23328 40431 AUDIO-VISUAL, LIGHTING, 55515 55515 PRINTING 49898 49898 BANK CHARGES 38879 38879 174922 6684 46935 121303 1395455 402831 160650 831974 914571 2075383 738781 722540 63732 20188 34092 7746 7190 0 117083 1665045 3036261 50427 37662 743612 73434 2125 38607 0 834771 111096 X 5999 1807380 824275 1117785 830274 2925165 1665045 3036261 2087482 7409 0 X 0 1 X 1 0 X 101500 20500 2345680 3235411 5703091 101500 20500 2345680 3235411 5703091 1213946 4489145 60 25576 32362 57998 5761089 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3490346 7409 7409 3482937 0 3482937 1395455 0 1395455 0 1395455 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION FILES THE FORM 990 AND RELATED CALIFORNIA RETURNS ON AN ANNUAL BASIS. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT OF THE FOUNDATION CONSIDERS THE LIKELIHOOD OF TAXES IMPOSED BY TAXING AUTHORITIES AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE FOUNDATION'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE FOUNDATION HAS MET THE REQUIREMENTS TO MAINTAIN ITS TAX-EXEMPT STATUS AND HAS NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX, THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS. X X X X X GALA AND OTHER EVENTS 993401 614821 378580 163416 993401 614821 378580 163416 163416 215164 1 SANTA MARGARITA CATHOLIC HIGH SCHOOL 22062 ANTONIO PARKWAY RANCHO SANTA MARGARITA CA 92688 330235681 501(C)(3) 378647 0 STUDENT EDUCATION, SCHOLARSHIPS AND TUITION ASSISTANCE SCHOLARSHIPS 5 17500 X VARIOUS AUCTION ITEMS 248 297855 COMPARABLE SALES VAL 0 0 0 PART I, COLUMN (B): THE ORGANIZATION RECEIVES MULTIPLE GIFTS OF ITEMS THAT ARE SOLD BY SILENT AND LIVE AUCTION AT THEIR ANNUAL FUNDRAISING EVENT. INCLUDED ARE ITEMS SUCH AS ROUND TRIP AIRFARE, VACATION RENTALS, AND VARIOUS TANGIBLE ITEMS. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION DISTRIBUTES A DRAFT OF THE FORM 990 TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY FOR THE EXECUTIVE DIRECTOR IS BASED ON A STANDARD PERCENTAGE INCREASE WHICH IS COMPARABLE WITH SALARY INCREASES PAID BY THE RELATED ORGANIZATION, SANTA MARGARITA CATHOLIC HIGH SCHOOL. THE SALARY INCREASES FOR THE FOUNDATION ARE APPROVED BY THE SCHOOL'S PRINCIPAL. THE FOUNDATION'S OVERALL BUDGET IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STTEMENTS AVAILABLE FOR INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 24E CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 36,235. TOTAL EXPENSES 36,235. MISCELLANOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,917. FUNDRAISING EXPENSES 14,757. TOTAL EXPENSES 32,674. RENTAL EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 29,031. TOTAL EXPENSES 29,031. DECORATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 18,300. TOTAL EXPENSES 18,300. AUCTION ITEMS PURCHASED: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 15,343. TOTAL EXPENSES 15,343. SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,769. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,769. MAINTENANCE AND REPAIRS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,036. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,036. HOSPITALITY GIFTS AND DONATIONS: PROGRAM SERVICE EXPENSES 6,684. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,684. POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,036. TOTAL EXPENSES 5,036. SIGNAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,601. TOTAL EXPENSES 2,601. COMPUTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,213.