Civic Intelligence

Mathew H Valenza Foundation

990 • Fiscal year 2016 • EIN 20-8936395

Apr 01, 2015 to Mar 31, 2016 • Filed on Jun 20, 2016

Organization ProfileN/A
3000 MARCUS AVENUE No 1E5Lake Success, NY 11042

(516) 326-6200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-10%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$384,975

Up $39,613 (+11%) from 2015

Net Assets

Up

$384,975

Up $39,613 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin94th percentile

Revenue

Down

$49,543

Down $5,713 (-10%) from 2015

Expenses

Up

$20,178

Up $2,382 (+13%) from 2015

Net Income

Down

$29,365

Down $8,095 (-22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $154,313Liabilities 2010: $0Net Assets 2010: $154,3132010Assets 2011: $190,806Liabilities 2011: $0Net Assets 2011: $190,8062011Assets 2012: $225,768Liabilities 2012: $0Net Assets 2012: $225,7682012Assets 2013: $267,532Liabilities 2013: $0Net Assets 2013: $267,5322013Assets 2014: $301,002Liabilities 2014: $0Net Assets 2014: $301,0022014Assets 2015: $345,362Liabilities 2015: $0Net Assets 2015: $345,3622015Assets 2016: $384,975Liabilities 2016: $0Net Assets 2016: $384,9752016Assets 2017: $425,667Liabilities 2017: $0Net Assets 2017: $425,6672017Assets 2018: $425,709Liabilities 2018: $0Net Assets 2018: $425,7092018Assets 2019: $441,004Liabilities 2019: $0Net Assets 2019: $441,0042019Assets 2020: $403,574Liabilities 2020: $0Net Assets 2020: $403,5742020Assets 2021: $513,864Liabilities 2021: $0Net Assets 2021: $513,8642021Assets 2022: $583,404Liabilities 2022: $0Net Assets 2022: $583,4042022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$384,975
Liabilities$0
Net Assets$384,975
Open 2016 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KExpenses 2010: $4,4062010Expenses 2011: $4,2742011Revenue 2012: $41,217Expenses 2012: $6,255Net Income 2012: $34,9622012Revenue 2013: $45,253Expenses 2013: $3,489Net Income 2013: $41,7642013Revenue 2014: $38,715Expenses 2014: $5,245Net Income 2014: $33,4702014Revenue 2015: $55,256Expenses 2015: $17,796Net Income 2015: $37,4602015Revenue 2016: $49,543Expenses 2016: $20,178Net Income 2016: $29,3652016Revenue 2017: $44,823Expenses 2017: $22,502Net Income 2017: $22,3212017Revenue 2018: $32,615Expenses 2018: $27,106Net Income 2018: $5,5092018Revenue 2019: $18,270Expenses 2019: $22,638Net Income 2019: -$4,3682019Revenue 2020: $11,549Expenses 2020: $9,320Net Income 2020: $2,2292020Revenue 2021: $10,323Expenses 2021: $16,154Net Income 2021: -$5,8312021Revenue 2022: $2,010Expenses 2022: $9,753Net Income 2022: -$7,7432022Revenue 2023: $184,074Expenses 2023: $13,999Net Income 2023: $170,0752023

Highlighted filing

2016

Revenue$49,543
Expenses$20,178
Net Income$29,365
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Jun 20, 2016
Return Version
2015v2.1
Gross Receipts
$96,079
Mission and Program Overview

Mission

To provide scholarships to eligible students in memory of mathew h. Valenza. To provide financial assistance to families experiencing a tragic event or period of financial difficulty, to support community youth athletic organizations, and other non-profit organizations, all in memory of mathew h. Valenza.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$345,362$384,975▲ $39,613
Investments in Publicly Traded Securities$330,150$380,615▲ $50,465
Cash and Non-Interest-Bearing Accounts$15,212$4,360▼ $10,852
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$345,362$384,975▲ $39,613
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$345,362$384,975▲ $39,613
Total Liabilities and Net Assets / Fund Balance$345,362$384,975▲ $39,613
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Alfred VarricchioTrustee
Andrea GarciaTrustee
Barbara ValenzaTrustee
Brian HauswirthTrustee
Carl SchaetzleTrustee
Lauren Brady-russellTrustee
Mary SchaetzleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$34,752
Program Service Revenue
$0
Investment Income
$9,697
Other Revenue
$5,094
All Other Contributions
$17,290
Change in Net Assets
$29,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,405
Other Expenses$5,773
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$14,405--$14,405
Other Expenses-$125-$125
All Other Expenses-$34-$34
Total Functional Expenses$14,405$5,773$0$20,178
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,816
Fundraising Direct Expenses$40,722
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing & Dinner$63,278$45,816-$45,816
Total Events$63,278$45,816$40,722$5,094
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Two of the trustees are brother/sister of the president, barbara valenza.”

Form 990, Part VI, Section B, line 11

“No review was or will be conducted.”

Form 990, Part VI, Section C, line 18

“Available at accountant's office for period of three years.”

Form 990, Part VI, Section C, line 19

“Available at accountant's office for period of three years.”

Filing and Contact Details

Filer

Filer Name
Mathew H Valenza Foundation
EIN
20-8936395
Phone
5163266200
Address
3000 MARCUS AVENUE No 1E5, LAKE SUCCESS, NY 11042

Signing Officer

Name
Barbara Valenza
Title
President
Phone
5163266200
Signed
2016-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Valenza
Formed
2007
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
11

Preparer

Firm
FURMAN & HAUSWIRTH CPAs
Address
3000 MARCUS AVENUE SUITE 1E5, LAKE SUCCESS, NY 11042
Preparer
Patricia Hauswirth
Phone
5163266200
Raw XML Appendix364 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS TO ELIGIBLE STUDENTS IN MEMORY OF MATHEW H. VALENZA. TO PROVIDE FINANCIAL ASSISTANCE TO FAMILIES EXPERIENCING A TRAGIC EVENT OR PERIOD OF FINANCIAL DIFFICULTY, TO SUPPORT COMMUNITY YOUTH ATHLETIC ORGANIZATIONS, AND OTHER NON-PROFIT ORGANIZATIONS, ALL IN MEMORY OF MATHEW H. VALENZA.
IRS990/AllOtherContributionsAmt017290
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt034
IRS990/AllOtherExpensesGrp/TotalAmt034
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FURMAN & HAUSWIRTH CPA'S
IRS990/BooksInCareOfDetail/PhoneNum05163266200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03000 MARCUS AVENUE STE 1E5
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAKE SUCCESS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011042
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt015212
IRS990/CashNonInterestBearingGrp/EOYAmt04360
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt017462
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034752
IRS990/CYGrantsAndSimilarPaidAmt014405
IRS990/CYInvestmentIncomeAmt09697
IRS990/CYOtherExpensesAmt05773
IRS990/CYOtherRevenueAmt05094
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt029365
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt020178
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt049543
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS TO STUDENTS PURSUING A CATHOLIC SCHOOL EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt014405
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BARBARA VALENZA
IRS990/Form990PartVIISectionAGrp/PersonNm1ALFRED VARRICCHIO
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY SCHAETZLE
IRS990/Form990PartVIISectionAGrp/PersonNm3CARL SCHAETZLE
IRS990/Form990PartVIISectionAGrp/PersonNm4LAUREN BRADY-RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREA GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm6BRIAN HAUSWIRTH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt017462
IRS990/FundraisingDirectExpensesAmt040722
IRS990/FundraisingGrossIncomeAmt045816
IRS990/GainOrLossGrp/SecuritiesAmt0-955
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt014405
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt014405
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt014405
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04859
IRS990/GrossReceiptsAmt096079
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010652
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010652
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0330150
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0380615
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05814
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS TO ELIGIBLE STUDENTS IN MEMORY OF MATHEW H. VALENZA. TO PROVIDE FINANCIAL ASSISTANCE TO FAMILIES EXPERIENCING A TRAGIC EVENT OR PERIOD OF FINANCIAL DIFFICULTY, TO SUPPORT COMMUNITY YOUTH ATHLETIC ORGANIZATIONS, AND OTHER NON-PROFIT ORGANIZATIONS, ALL IN MEMORY OF MATHEW H. VALENZA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0345362
IRS990/NetAssetsOrFundBalancesEOYAmt0384975
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-955
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-955
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05094
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05094
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt010248
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc2CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc3ANNUAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1628
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2507
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3125
IRS990/OtherExpensesGrp/TotalAmt04479
IRS990/OtherExpensesGrp/TotalAmt1628
IRS990/OtherExpensesGrp/TotalAmt2507
IRS990/OtherExpensesGrp/TotalAmt3125
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BARBARA VALENZA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE FINANCIAL ASSISTANCE TO FAMILIES EXPERIENCING A TRAGIC EVENT OR PERIOD OF FINANCIAL DIFFICULTY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt038578
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013795
IRS990/PYInvestmentIncomeAmt04545
IRS990/PYOtherExpensesAmt04001
IRS990/PYOtherRevenueAmt012133
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt037460
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt017796
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt055256
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt029365
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0345362
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0384975
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034752
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038578
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034247
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt037615
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0186107
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0186107
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034752
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt038578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034247
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt037615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040915
IRS990ScheduleA/Total509Grp/TotalAmt0186107
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034752
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt038578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034247
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt037615
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040915
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0186107
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt017462
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt017462
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt040722
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING & DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt063278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt063278
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045816
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt045816
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05094
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt040722
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt040722
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt04750
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt19655
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP TO A STUDENT ATTENDING OUR LADY OF PEACE ELEMENTARY SCHOOL,LYNBROOK, NY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIP TO A STUDENT ATTENDING CHAMINADE HIGH SCHOOL, MINEOLA, NY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt12
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ADMINISTRATION AT EACH OF THE SCHOOLS NOMINATE THE CANDIDATES FOR SCHOLARSHIP CONSIDERATION. THE TRUSTEES OF THE ORGANIZATION APPROVE THE FINAL SELECTION. THE SCHOLARSHIP IS PAID DIRECTLY TO THE SCHOOL ON BEHALF OF THE RECIPIENT. HARDSHIP GRANTS ARE AWARDED BY THE BOARD BASED ON AN AS NEEDED BASIS. THE BOARD REVIEWS AND APPROVES REQUESTS FOR HARDSHIP GRANTS THAT MEET THE CRITERIA OF THE FUNDS MISSION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE TRUSTEES ARE BROTHER/SISTER OF THE PRESIDENT, BARBARA VALENZA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE AT ACCOUNTANT'S OFFICE FOR PERIOD OF THREE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE AT ACCOUNTANT'S OFFICE FOR PERIOD OF THREE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0345362
IRS990/TotalAssetsEOYAmt0384975
IRS990/TotalAssetsGrp/BOYAmt0345362
IRS990/TotalAssetsGrp/EOYAmt0384975
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034752
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05773
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt014405
IRS990/TotalFunctionalExpensesGrp/TotalAmt020178
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0345362
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0384975
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt014405
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014791
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049543
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0345362
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0384975
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03000 MARCUS AVENUE No 1E5
IRS990/USAddress/CityNm0LAKE SUCCESS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011042
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA VALENZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05163266200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATHEW H VALENZA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATH
ReturnHeader/Filer/EIN0208936395
ReturnHeader/Filer/PhoneNum05163266200
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 MARCUS AVENUE No 1E5
ReturnHeader/Filer/USAddress/CityNm0LAKE SUCCESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011042
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113134883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FURMAN & HAUSWIRTH CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03000 MARCUS AVENUE SUITE 1E5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum05163266200
ReturnHeader/PreparerPersonGrp/PreparationDt02016-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Hauswirth
ReturnHeader/ReturnTs02016-07-11T10:34:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$384,975
Liabilities
$0
Net assets
$384,975
Revenue
$49,543
Expenses
$20,178
Net income
$29,365
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.84$0.14$1.70
2022Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.02$0.10$0.08
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.10$0.16$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.12$0.09$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.18$0.23$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.33$0.27$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.45$0.23$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.50$0.20$0.29
2015Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.55$0.18$0.37
2014Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.39$0.05$0.33
2013Summary only. Only limited summary data is available for this year.$2.68$0.00$2.68$0.45$0.03$0.42
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$0.41$0.06$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.04