SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
St. Margaret's Episcopal School
San Juan Capistrano, CA · Independent K-12NAIS MEMBER
THE READ · FREE SUMMARY
St. Margaret's Episcopal School looks durable. The school holds 1.6 years of operating cushion, a healthy buffer. Revenue runs 79% tuition-dependent (peer median 82%), diversified by day-school standards, with meaningful contribution and investment income. Staff compensation runs 57% of expenses, about par for the peer cohort. Net assets are growing 7.0%/yr over three years; the cushion is being built, not drawn. NACUBO Composite Financial Index: 9.0 / 10, strong.
St. Margaret's Episcopal School reported $66.0M in revenue against $55.7M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $91.7M — about 1.65x annual operating expense.
Operating margin landed at 15.7%, with 79.0% of revenue coming from tuition. Among same-size peers, that puts St. Margaret's Episcopal School at the p87 on operating margin.
$66.0M
REVENUE FY2023
15.7%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on St. Margaret's Episcopal School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, St. Margaret's Episcopal School ranks 2nd by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
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