Santa Margarita Eagle Foundation
Donations deductibleSanta Margarita Eagle Foundation's network
7 people3 organisationsi7 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Nick Maroutsos Chair | Board Chair | 2022 | 4 yrs |
| Jeff Cova | Board Member | 2025 | 1 yr |
| Jim Svinth | Board Member | 2025 | 1 yr |
| Jodie Cerruti | Board Member | 2025 | 1 yr |
| Kevin Winters | Board Member | 2025 | 1 yr |
| Sean Crafts | Board Member | 2025 | 1 yr |
| Shannon Edwards Wernemar | Board Member | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Andrew Sulick | President | since 2022 |
| Laurie Beach | Executive Director | since 2022 |
| Michelle Balash Lencioni | Treasurer | since 2022 |
| Sergio Muniz | Company secretary | since 2022 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Laurie Beach | Executive Director | 40 | $141k | $7k | |
| Nick Maroutsos | Board Chair | 1 | $0 | ||
| Sean Crafts | Board Member | 1 | $0 | ||
| Jodie Cerruti | Board Member | 1 | $0 | ||
| Kevin Winters | Board Member | 1 | $0 | ||
| Jeff Cova | Board Member | 1 | $0 | ||
| Jim Svinth | Board Member | 1 | $0 | ||
| Shannon Edwards Wernemar | Board Member | 1 | $0 | ||
| Andrew Sulick | President | 1 | $0 | ||
| Sergio Muniz | Secretary | 1 | $0 | ||
| Michelle Lencioni | Treasurer | 1 | $0 |
About
- Legal name
- Santa Margarita Eagle Foundation
- EIN
- 833567955
- Address
- 22062 Antonio Pkwy, Rcho Sta Marg, CA, 92688-1993
- State
- California
- Mission
- 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 catholic high school. (as filed on the Form 990)
- Activity (NTEE)
- B11 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- Formed
- 2019
- IRS ruling date
- 1 December 2019
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥4years on the filingsNick Maroutsos
≥1years on the filingsJeff Cova
≥1years on the filingsJim Svinth
≥1years on the filingsJodie Cerruti
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $3.6m
- Total liabilities
- $91k
- Net assets or fund balances
- $3.5m
- Contributions and grants received
- $3.4m
- Program service revenue
- $0
- Grants and similar paid out
- $1.2m
- Employees
- 7
- Volunteers
- 10
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Santa Margarita Catholic High School | Student education, scholarships and tuition assistance | $1.2m |