2024-10-15T15:26:34-05:00 2023-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2023-01-01 833325871 MATER DEI MONARCH FOUNDATION MATE 7148509503 1202 W EDINGER AVENUE SANTA ANA CA 92707 FRANK T SURYAN JR PRESIDENT 7148509503 2024-10-10 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 5624351191 2024-10-10 2023 2024-10-15 13:58:12Z FRANK T SURYAN JR 1202 W EDINGER AVENUE SANTA ANA CA 92707 859801 0 X WWW.MDMONARCHFOUNDATION.ORG X 2018 CA 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. 7 7 0 7 0 0 192654 650981 0 0 131654 208820 0 0 324308 859801 0 0 0 0 0 22797 0 0 0 53235 167109 53235 189906 271073 669895 7109517 8532404 60051 143602 7049466 8388802 X 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. 0 0 100256 STUDENT SUPPORT SERVICES: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO PROVIDE STUDENT SUPPORT SERVICES FOR THE 2,130 STUDENTS THAT ATTEND MATER DEI HIGH SCHOOL. WE SUPPORTED PROGRAMS THAT ADDRESSED ALL EDUCATIONAL NEEDS. FACILITIES INFRASTRUCTURE: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO IMPROVE OUR FACILITIES INFRASTRUCTURE THROUGH PHYSICAL PLANT IMPROVEMENTS AS WELL AS TECHNOLOGICAL IMPROVEMENTS. PERFORMING 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. 100256 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X LYNN NGUYEN 7148509505 1202 W EDINGER AVENUE SANTA ANA CA 92707 X FRANK SURYAN PRESIDENT 1.00 X X 0 0 0 CATHY WARD TREASURER 1.00 X X 0 0 0 LINDSAY LAWRENCE SECRETARY 1.00 X X 0 0 0 CARLOS PRIETTO DIRECTOR 1.00 X 0 0 0 STEVE PELLEGRINI DIRECTOR 1.00 X 0 0 0 NEIL LEVECKE DIRECTOR 1.00 X 0 0 0 FR STEVE SALLOT DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 650981 650981 208820 208820 859801 0 0 208820 X 22797 22797 20000 20000 30000 30000 100000 100000 388 388 SUBSCRIPTIONS 16415 16415 MISCELLANEOUS 256 256 BANK CHARGES 50 50 189906 100256 89650 0 350661 596417 0 61000 0 8075 13980 13980 388 0 6758468 7866912 7109517 8532404 60051 127334 0 16268 60051 143602 X 6562308 7069158 487158 1319644 7049466 8388802 7109517 8532404 669895 669441 0 X 0 1 X 1 0 X 11141329 1727646 127543 192654 650981 13840153 11141329 1727646 127543 192654 650981 13840153 13840153 17396 80883 131654 208820 438753 14278906 0.96930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 61672 166373 4877 232922 10797 51336 -461 61672 222 100000 40 100262 200 22 222 200 200 0.97910 0.02090 0.00000 0 0 13980 13980 0 0 X 1499242 669441 669441 829801 30000 30000 859801 159906 0 159906 30000 30000 189906 PART V, LINE 4: DESCRIPTION OF INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: TO SUPPORT THE SCHOOL'S NEED-BASED FINANCIAL AID PROGRAMS. PART X, LINE 2: FIN 48: 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. FORM 990, PART VI, SECTION A, LINE 6 DID THE ORGANIZATION HAVE MEMBERS OR STOCKHOLDERS: 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 DID THE ORGANIZATION HAVE MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY: THE ORGANIZATION HAS MEMBERS THAT HAVE THE POWER TO ELECT (BY MAJORITY VOTE OR CONSENSUS) MORE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS USED BY THE ORGANIZATION TO REVIEW THIS FORM 990: FORM 990 WILL BE PROVIDED TO THE BOARD MEMBERS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C DID THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITOR THE CONFLICT OF INTEREST POLICY: 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 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC: DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PLEASE CONTACT THE SECRETARY OF THE FOUNDATION. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000.