Santa Margarita Eagle Foundation
EIN: 833567955 · Rcho Sta Marg, CA · NTEE: B11
| Metric | Value |
|---|---|
| Total Revenue | $4.0M |
| Total Expenses | $1.4M |
| Net Assets | $2.9M |
Is Santa Margarita Eagle Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Santa Margarita Eagle Foundation
Santa Margarita Eagle Foundation (EIN: 833567955) is a nonprofit organization based in Rcho Sta Marg, CA, classified under NTEE code B11. The organization reported total revenue of $4.0M and total assets of $3.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Santa Margarita Eagle Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Santa Margarita Eagle Foundation is a mid-size nonprofit that has been operating for 7 years, with 4 years of IRS 990 filings on record (2020–2023). Revenue has grown at a compound annual rate of 225.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.5M |
| Total Expenses | $1.4M |
| Surplus / Deficit | +$2.1M |
| Total Assets | $3.0M |
| Total Liabilities | $111K |
| Net Assets | $2.9M |
| Operating Margin | 59.9% |
| Debt-to-Asset Ratio | 3.7% |
| Months of Reserves | 26.1 months |
Financial Health Grade: A
In 2023, Santa Margarita Eagle Foundation reported a surplus of $2.1M with revenue exceeding expenses, holds 26.1 months of operating reserves (strong position), has a debt-to-asset ratio of 3.7% (very low leverage).
Financial Trends
Over 4 years of filings (2020–2023), Santa Margarita Eagle Foundation's revenue has grown at a compound annual growth rate (CAGR) of 225.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +24.7% | -33.0% | +82.4% |
| 2022 | +13482.5% | +271101.8% | +1281.3% |
| 2021 | -79.7% | +2.0% | +19.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2019 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Santa Margarita Eagle Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Santa Margarita Eagle Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $2.1M, with revenue exceeding expenses.
- Debt-to-asset ratio: 3.7%.
Frequently Asked Questions about Santa Margarita Eagle Foundation
Is Santa Margarita Eagle Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Santa Margarita Eagle Foundation (EIN: 833567955) insufficient data. 0 red flags identified, 0 strengths noted.
How does Santa Margarita Eagle Foundation spend its money?
Detailed spending breakdown data is not yet available for Santa Margarita Eagle Foundation. Check back for updated IRS 990 analysis.
Are donations to Santa Margarita Eagle Foundation tax-deductible?
Santa Margarita Eagle Foundation is registered as a tax-exempt nonprofit (EIN: 833567955). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Santa Margarita Eagle Foundation located?
Santa Margarita Eagle Foundation is headquartered in Rcho Sta Marg, California and files with the IRS under EIN 833567955. It is classified under NTEE code B11.
How many years of IRS 990 filings does Santa Margarita Eagle Foundation have?
Santa Margarita Eagle Foundation has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $4.0M in total revenue.
Filing History
IRS 990 filing history for Santa Margarita Eagle Foundation showing financial trends over 4 years of public records:
Over 4 years of IRS 990 filings (2020–2023), Santa Margarita Eagle Foundation's revenue has grown by 3331.5%, moving from $102K to $3.5M. Total assets increased by 2913.7% over the same period, from $101K to $3.0M. Total functional expenses rose by 185219.4%, from $753 to $1.4M. In its most recent filing year (2023), Santa Margarita Eagle Foundation reported a surplus of $2.1M, with revenue exceeding expenses. The organization holds $111K in liabilities against $3.0M in assets (debt-to-asset ratio: 3.7%), resulting in net assets of $2.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.5M | $1.4M | $3.0M | $111K | — | View 990 |
| 2022 | $2.8M | $2.1M | $1.7M | $835K | — | — |
| 2021 | $21K | $768 | $121K | $0 | — | View 990 |
| 2020 | $102K | $753 | $101K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.5M, expenses of $1.4M, and assets of $3.0M (revenue +24.7% year-over-year).
- 2022: Revenue of $2.8M, expenses of $2.1M, and assets of $1.7M (revenue +13482.5% year-over-year).
- 2021: Revenue of $21K, expenses of $768, and assets of $121K (revenue -79.7% year-over-year).
- 2020: Revenue of $102K, expenses of $753, and assets of $101K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Santa Margarita Eagle Foundation:
Data Sources and Methodology
This transparency report for Santa Margarita Eagle Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.