Civic Intelligence

Mathew H Valenza Foundation

990 • Fiscal year 2021 • EIN 20-8936395

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 19, 2021

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

5th percentile

-56%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

72nd percentile

27%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$513,864

Up $110,290 (+27%) from 2020

Net Assets

Up

$513,864

Up $110,290 (+27%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$10,323

Down $1,226 (-11%) from 2020

Expenses

Up

$16,154

Up $6,834 (+73%) from 2020

Net Income

Down

-$5,831

Down $8,060 (-362%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$513,864
Liabilities$0
Net Assets$513,864
Open 2021 Filing

Operations Trend

Revenue Growth23rd 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

2021

Revenue$10,323
Expenses$16,154
Net Income-$5,831
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jul 19, 2021
Return Version
2020v4.1
Gross Receipts
$38,920
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$403,574$513,864▲ $110,290
Investments in Publicly Traded Securities$356,260$476,675▲ $120,415
Cash and Non-Interest-Bearing Accounts$47,314$37,189▼ $10,125
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$403,574$513,864▲ $110,290
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$403,574$513,864▲ $110,290
Total Liabilities and Net Assets / Fund Balance$403,574$513,864▲ $110,290
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,323
Other Revenue
$0
Change in Net Assets
$-5,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,000
Other Expenses$6,154
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Other Expenses-$125-$125
Total Functional Expenses$10,000$6,154$0$16,154
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 35% controlled entity
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 11B

“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
2021-07-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Valenza
Formed
2007
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
FURMAN & HAUSWIRTH CPA'S
Address
3000 MARCUS AVENUE SUITE 1E5, LAKE SUCCESS, NY 11042
Preparer
Patricia Hauswirth
Phone
5163266200
Raw XML Appendix319 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.

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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. DONATIONS TO OTHER TAX EXEMPT ORGANIZATIONS ARE MADE BASED ON BOARD APPROVAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/USAddress/AddressLine1Txt03000 MARCUS AVENUE NO 1E5
IRS990/USAddress/CityNm0LAKE SUCCESS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd011042
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA VALENZA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05163266200
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-19
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 CPA'S
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/PreparationDt02021-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA HAUSWIRTH
ReturnHeader/ReturnTs02021-08-02T10:01:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VALENZA
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$513,864
Liabilities
$0
Net assets
$513,864
Revenue
$10,323
Expenses
$16,154
Net income
-$5,831
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