Civic Intelligence

Mater Dei Monarch Foundation

990 • Fiscal year 2019 • EIN 83-3325871

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization ProfileWWW.MATERDEI.ORG
1202 W Edinger AvenueSanta Ana, CA 92707

(714) 850-9503

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

$7,611,329

No earlier filing loaded for comparison.

Net Assets

$7,611,329

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin95th percentile

Revenue

$11,141,329

No earlier filing loaded for comparison.

Expenses

$3,530,000

No earlier filing loaded for comparison.

Net Income

$7,611,329

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2019: $7,611,329Liabilities 2019: $0Net Assets 2019: $7,611,3292019Assets 2020: $7,503,548Liabilities 2020: $24,123Net Assets 2020: $7,479,4252020Assets 2021: $7,898,982Liabilities 2021: $41,475Net Assets 2021: $7,857,5072021Assets 2022: $7,109,517Liabilities 2022: $60,051Net Assets 2022: $7,049,4662022Assets 2023: $8,532,404Liabilities 2023: $143,602Net Assets 2023: $8,388,8022023Assets 2024: $19,203,581Liabilities 2024: $87,715Net Assets 2024: $19,115,8662024

Highlighted filing

2019

Assets$7,611,329
Liabilities$0
Net Assets$7,611,329
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2019: $11,141,329Expenses 2019: $3,530,000Net Income 2019: $7,611,3292019Revenue 2020: $1,745,042Expenses 2020: $2,249,740Net Income 2020: -$504,6982020Revenue 2021: $208,426Expenses 2021: $217,021Net Income 2021: -$8,5952021Revenue 2022: $324,308Expenses 2022: $53,235Net Income 2022: $271,0732022Revenue 2023: $859,801Expenses 2023: $189,906Net Income 2023: $669,8952023Revenue 2024: $11,224,783Expenses 2024: $801,492Net Income 2024: $10,423,2912024

Highlighted filing

2019

Revenue$11,141,329
Expenses$3,530,000
Net Income$7,611,329
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Gross Receipts
$11,141,329
Mission and Program Overview

Mission

To provide support to mater dei high school and its students for educational and religious programs, which includes student support services, athletics, performing arts, facilities infrastructure, and financial aid. The mission of the monarch foundation is well aligned with mater dei high school to continue the growth and development of the mater dei community.

To provide support to mater dei high school and its students for educational and religious programs, which includes student support services, athletics, performing arts, facilities infrastructure, and financial aid.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$7,611,329-
Total Assets$0$7,611,329▲ $7,611,329
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$7,285,482-
Net Assets With Donor Restrictions-$325,847-
Total Net Assets Fund Balance$0$7,611,329▲ $7,611,329
Total Liabilities and Net Assets / Fund Balance$0$7,611,329▲ $7,611,329

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$0$200--$200
2018$0----
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Frank T Suryan JrPresident
Carlos PriettoDirector
Elizabeth JensenDirector
Neil LeveckeDirector
Oscar SaavedraDirector
Lindsay LawrenceSecretary
Cathy WardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,141,329
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$11,141,329
Change in Net Assets
$7,611,329

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$100,647Selling Price
Total Noncash Contributions1$100,647-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,141,329
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,141,329
Total Revenue per Form 990
$11,141,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,530,000
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,530,000--$3,530,000
Total Functional Expenses$3,530,000$0$0$3,530,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,530,000
Total Expenses per Audited Statements$3,530,000
Total Expenses per Form 990$3,530,000
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mater Dei High SchoolSanta Ana, CA501(c)(3)STUDENT SUPPORT SERVICES (STUDENT GRANTS, SPORTS CLOTHING & EQUIPMENT, TRAVEL EXPENSES, TRANSPORTATION, COACHES'S SALARIES AND BENEFITS, SUPPLIES, PRINTING, ETC.)$3,530,000
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 6

“The organization has members that have the powers to elect (by majority vote or consensus) more members of the board of directors.”

Form 990, Part VI, Section A, Line 7A

“The organization has members that have the powers to elect (by majority vote or consensus) more members of the board of directors. Governance decisions of the organization are reserved to (or subject to approval by) members of the board of trustees and directors.”

Form 990, Part VI, Section B, Line 11B

“Form 990 will be provided to the board members for review before filing.”

Form 990, Part VI, Section B, Line 12C

“Each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands the charity is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. To ensure the charity operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the charity's directors and members of its committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request. Please contact the secretary of the foundation.”

Filing and Contact Details

Filer

Filer Name
Mater Dei Monarch Foundation
EIN
83-3325871
Phone
7148509503
Address
1202 W EDINGER AVENUE, SANTA ANA, CA 92707

Signing Officer

Name
Frank T Suryan Jr
Title
President
Phone
7148509503
Signed
2020-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank T Suryan Jr
Formed
2018
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
11

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To support the school's need-based financial aid programs.”

PART X, LINE 2:

“The foundation has received tax-exempt status from the internal revenue service and california franchise tax board under section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. Accordingly, no provision for income taxes is included in the accompanying financial statements. The foundation recognizes the financial statement benefit of tax positions, such as its filing status as tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal purposes is three years and for california purposes is four years.”

Raw XML Appendix359 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 SUPPORT TO MATER DEI HIGH SCHOOL AND ITS STUDENTS FOR EDUCATIONAL AND RELIGIOUS PROGRAMS, WHICH INCLUDES STUDENT SUPPORT SERVICES, ATHLETICS, PERFORMING ARTS, FACILITIES INFRASTRUCTURE, AND FINANCIAL AID.
IRS990/AllOtherContributionsAmt011141329
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LYNN NGUYEN
IRS990/BooksInCareOfDetail/PhoneNum07148509505
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01202 W EDINGER AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA ANA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092707
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt07611329
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt011141329
IRS990/CYGrantsAndSimilarPaidAmt03530000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt07611329
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03530000
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011141329
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0STUDENT SUPPORT SERVICES: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO PROVIDE STUDENT SUPPORT SERVICES FOR THE 2,150 STUDENTS THAT ATTEND MATER DEI HIGH SCHOOL. WE SUPPORTED PROGRAMS THAT ADDRESSED ALL EDUCATIONAL NEEDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0325847
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03485000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANK T SURYAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm1CATHY WARD
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDSAY LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm3OSCAR SAAVEDRA
IRS990/Form990PartVIISectionAGrp/PersonNm4NEIL LEVECKE
IRS990/Form990PartVIISectionAGrp/PersonNm5ELIZABETH JENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm6CARLOS PRIETTO
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt03485000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03530000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03530000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt011141329
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT TO MATER DEI HIGH SCHOOL AND ITS STUDENTS FOR EDUCATIONAL AND RELIGIOUS PROGRAMS, WHICH INCLUDES STUDENT SUPPORT SERVICES, ATHLETICS, PERFORMING ARTS, FACILITIES INFRASTRUCTURE, AND FINANCIAL AID. THE MISSION OF THE MONARCH FOUNDATION IS WELL ALIGNED WITH MATER DEI HIGH SCHOOL TO CONTINUE THE GROWTH AND DEVELOPMENT OF THE MATER DEI COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt00
IRS990/NetAssetsOrFundBalancesEOYAmt07611329
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07285482
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0100647
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0FRANK T SURYAN JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FACILITIES INFRASTRUCTURE: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO IMPROVE OUR FACILITIES INFRASTRUCTURE THROUGH PHYSICAL PLANT IMPROVEMENTS AS WELL AS TECHNOLOGICAL IMPROVEMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt045000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt045000
IRS990/ProgSrvcAccomActy3Grp/Desc0PERFORMING ARTS CAPITAL CAMPAIGN: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO CONTINUE THE PROMOTION OF OUR PERFORMING ARTS CAPITAL CAMPAIGN AND SECURE FINANCIAL SUPPORT FROM DONORS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07611329
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt011141329
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011141329
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt011141329
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt011141329
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011141329
IRS990ScheduleA/TotalSupportAmt011141329
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
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0200
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03530000
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt011141329
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT THE SCHOOL'S NEED-BASED FINANCIAL AID PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03530000
IRS990ScheduleD/TotalRevenuePerForm990Amt011141329
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011141329
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03530000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt03530000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0STUDENT SUPPORT SERVICES (STUDENT GRANTS, SPORTS CLOTHING & EQUIPMENT, TRAVEL EXPENSES, TRANSPORTATION, COACHES'S SALARIES AND BENEFITS, SUPPLIES, PRINTING, ETC.)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MATER DEI HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0951648193
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01202 W EDINGER AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SANTA ANA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092707
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANT REQUEST MUST BE SUBMITTED WITH A DETAILED LIST OF PROPOSED EXPENDITURES IN SUPPORT OF STUDENT'S EDUCATION AND PROGRAMS. ONCE THE GRANT REQUEST HAS BEEN REVIEWED AND APPROVED, THE FUNDS WILL BE TRANSFERRED ACCORDINGLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0SELLING PRICE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0100647
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE NUMBER IS COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS THAT HAVE THE POWERS TO ELECT (BY MAJORITY VOTE OR CONSENSUS) MORE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS MEMBERS THAT HAVE THE POWERS TO ELECT (BY MAJORITY VOTE OR CONSENSUS) MORE MEMBERS OF THE BOARD OF DIRECTORS. GOVERNANCE DECISIONS OF THE ORGANIZATION ARE RESERVED TO (OR SUBJECT TO APPROVAL BY) MEMBERS OF THE BOARD OF TRUSTEES AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE PROVIDED TO THE BOARD MEMBERS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE CHARITY IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE CHARITY OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE CHARITY'S DIRECTORS AND MEMBERS OF ITS COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PLEASE CONTACT THE SECRETARY OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt07611329
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt07611329
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011141329
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03530000
IRS990/TotalFunctionalExpensesGrp/TotalAmt03530000
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07611329
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03530000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011141329
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07611329
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01202 W EDINGER AVENUE
IRS990/USAddress/CityNm0SANTA ANA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092707
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.MATERDEI.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK T SURYAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07148509503
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MATER DEI MONARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATE
ReturnHeader/Filer/EIN0833325871
ReturnHeader/Filer/PhoneNum07148509503
ReturnHeader/Filer/USAddress/AddressLine1Txt01202 W EDINGER AVENUE
ReturnHeader/Filer/USAddress/CityNm0SANTA ANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092707
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0538639CB774AD01CFD1D30B3ED787E3288C9C662
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF10C69A5E1A0E49948DDC35C663156BE3C8813B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.255.181.42
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:22:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 87
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908010087
ReturnHeader/PreparerPersonGrp/PhoneNum05624351191
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONITA M JOSEPH
ReturnHeader/ReturnTs02020-11-10T19:22:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,611,329
Liabilities
$0
Net assets
$7,611,329
Revenue
$11,141,329
Expenses
$3,530,000
Net income
$7,611,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.09$19.1$11.2$0.80$10.4
2023Detailed filing. Detailed filing data is available for this year.$8.53$0.14$8.39$0.86$0.19$0.67
2022Detailed filing. Detailed filing data is available for this year.$7.11$0.06$7.05$0.32$0.05$0.27
2021Detailed filing. Detailed filing data is available for this year.$7.90$0.04$7.86$0.21$0.22$0.01
2020Detailed filing. Detailed filing data is available for this year.$7.50$0.02$7.48$1.75$2.25$0.50
2019Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$11.1$3.53$7.61