Admission

Tuition and Financial Aid

All tuition and fees listed are for the 2017-2018 school year. You may expect a modest increase in tuition and fees for the 2018-2019 school year. Whether a child is re-enrolling or entering St. Margaret's for the first time, a non-refundable deposit fee is required to guarantee a place in the school. The balance of the tuition is due in payments on May 31 and November 30. Late payments will be charged a late fee of $50.
 
In addition, St. Margaret's Episcopal School requires participation in the Tuition Refund Plan underwritten by the Commercial Union Insurance Company, Boston, MA, for A.W. G. Dewar, Inc. The plan costs approximately 0.9% of tuition and protects the educational investment of the family should a student not complete the school year for any reason. The Tuition Refund Plan premium is included in the cost of tuition.

Tuition and Financial Aid Documents and Deadlines

Financial Aid applications for New Families are due Thursday, February 15, 2018
 
Financial Aid applications for Currently Enrolled Families are due Wednesday, February 28, 2018

Financial Aid

Financial aid enables St. Margaret's Episcopal School to bring students of varying backgrounds to its campus. Nearly $3 million of need-based financial assistance was awarded for the 2017-2018 school year. Students whose families who are unable to afford the full tuition cost of St. Margaret's are encouraged to apply for admission. After admission decisions are made, financial aid awards are considered and offered to families who demonstrate financial need.
 
St. Margaret's is a member of School and Student Services for Financial Aid (SSS). SSS uses national methodology to calculate a family's financial need. This methodology assists St. Margaret's in determining a family's financial ability to contribute towards the cost of tuition. The Financial Aid Committee carefully evaluates the income and assets of each family applying for aid and awards financial assistance according to demonstrated need.
 
All need-based financial aid awards are reviewed and recalculated each year. Families are asked to re-submit updated financial aid information and annual tax information. Please know, St. Margaret's does not offer sports or arts scholarships.

Application Steps:

  1. Click here to complete and print St. Margaret's Financial Aid Request Form. 
    Send the Financial Aid Request Form directly to: 
    St. Margaret's Episcopal School 
    Attn: Director of Admission and Financial Aid
    31641 La Novia San Juan Capistrano, CA 92675
  2. Complete the School and Student Services for Financial Aid (SSS) Parents' Financial Statement (PFS) online at www.sssbynais.org. You may contact the SSS Helpline at (800) 344-8328 for assistance. Please submit the PFS online for a significantly shorter processing time. There is a $49 fee for submitting a PFS online.
  3. Submit your signed 2017 Federal Tax Form 1040 including all W-2 and/or 1099 forms and schedules, including K-1, 1120S, 1065 and 1098-T forms for both parents to SSS. It is imperative to complete your taxes early this year so you can meet the financial aid deadline.

    If families are concerned about submitting all of the necessary tax documentation by the stated deadline, the Financial Aid Committee will allow a CPA certified draft copy of the 2017 1040 tax return with all schedules in order to complete the financial aid file.

Submitting 2016 Tax Information Online or Hard Copy:

All Tax forms need to be submitted by the necessary deadline directly to School and Student Services (SSS).
 
If you have an S Corporation, Partnership or you are a Sole Proprietor, please submit Schedule K-1, 1120S and/or 1065 along with your taxes. If you have a college student, please submit form 1098-T.
 
Priority will be given to financial aid applications received by the respective deadlines. Please note: divorced or separated parents must each submit a financial aid application. The Financial Aid Committee is unable to review applications until they are complete. Financial aid awards are re-calculated each year for current students and reflect any changes in a family's financial situation.
 
All application forms for financial aid are confidentially collated and tracked by our Business Office. Melissa Norwood, Student Accounts Specialist, tracks the receipt and processing of all financial aid forms. Please direct all completed financial aid paperwork to the attention of melissa.norwood@smes.org. If you have any questions regarding the St. Margaret’s need-based financial aid program, please don’t hesitate to contact Phoebe Larson, Director of Admission and Enrollment Management at phoebe.larson@smes.org.
 
For questions regarding the financial aid program, please contact the Office of Admission and Financial Aid at (949) 661-0108 ext. 1248 or admission@smes.org.
An independent preschool through grade 12 college-preparatory day school in Orange County.
St. Margaret’s Episcopal School
31641 La Novia Avenue
San Juan Capistrano, CA 92675
949.661.0108