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Nonprofit · EIN 77-0536465

OUR LADY OF FATIMA VILLA FOUNDATION

Tax-exempt · SARATOGA, CA 95070

Financials

$356K$636K2022$498K$723K2023$2.6M$1.2M2024
Revenue Expenses · by fiscal year end
Financials of OUR LADY OF FATIMA VILLA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,562,887$1,243,944$1,318,943$17,436,561$2,932,148$14,504,413
June 30, 2024990$498,118$722,825-$224,707$13,822,731$1,300,209$12,522,522
June 30, 2023990$356,459$636,453-$279,994$12,848,141$1,306,072$11,542,069
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$775,000
Program service revenue
$0
Investment income
$1,786,833
Net gain from sales of assets
$1,676,689
Other revenue
$1,054

Expenses

Grants and similar amounts paid
$580,000
Other salaries and wages
$398,270
Salaries, compensation and benefits (total)
$398,270
Professional fundraising fees
$0
Accounting fees
$18,315
Occupancy
$43,594
Travel
$2,206
Depreciation
$61,398
Program services (functional)
$773,130
Management and general (functional)
$470,814

Balance sheet and other

Total assets, start of year
$13,822,731
Total assets, end of year
$17,436,561
Total liabilities, end of year
$2,932,148
Net assets, end of year
$14,504,413
Land, buildings and equipment
$4,144,703
Publicly traded securities
$13,083,150
Net assets without donor restrictions
$14,504,413
Gross receipts
$5,521,472
Employees
0
Volunteers
5
Year formed
2000
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
REV SCOTT WALLENFELSZ SDSCHAIR AND TREASURER
Trustee or director, Officer
0.2$0
BELLA O MAHONEYPRESIDENT AND CEO
Trustee or director, Officer
0.2$0
SR SUSAN SNYDERSECRETARY
Trustee or director, Officer
0.2$0
JITKA CYMBALTRUSTEE
Trustee or director
0.2$0
ROBERT HEATHTRUSTEE
Trustee or director
0.2$0
990 for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
REV SCOTT WALLENFELSZ SDSCHAIR AND TREASURER
Trustee or director, Officer
0.2$0
BELLA O MAHONEYPRESIDENT AND CEO
Trustee or director, Officer
0.2$0
SR SUSAN SNYDERSECRETARY
Trustee or director, Officer
0.2$0
JITKA CYMBALTRUSTEE
Trustee or director
0.2$0
ROBERT HEATHTRUSTEE
Trustee or director
0.2$0
990 for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
REV SCOTT WALLENFELSZ SDSCHAIR AND TREASURER
Trustee or director, Officer
0.2$0
BELLA O MAHONEYPRESIDENT AND CEO
Trustee or director, Officer
0.2$0
SR SUSAN SNYDERSECRETARY
Trustee or director, Officer
0.2$0
JITKA CYMBALTRUSTEE
Trustee or director
0.2$0
ROBERT HEATHTRUSTEE
Trustee or director
0.2$0

Address and contacts

Address (IRS master file)
20540 KOMINA AVE, SARATOGA, CA 95070-6022
In care of
% PRESTON WISNER
Principal officer (990 for 2024)
SCOTT WALLENFELSZ, 20540 KOMINA AVE, SARATOGA, CA 95070
Signed the 990
SCOTT WALLENFELSZ, SDS TREASURER
Phone
(408) 647-2760
Return prepared by
WIPFLI ADVISORY LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0536465 or by the name OUR LADY OF FATIMA VILLA FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE PRIMARY OBJECTIVES AND PURPOSES OF THE FOUNDATION ARE 1. TO PROVIDE SERVICES TO RESIDENTS OF THE CITY OF SARATOGA AND COUNTY OF SANTA CLARA INCLUDING ADULTS IN NEED (INCLUDING BUT NOT LIMITED TO SENIORS), PERSONS WITH DISABILITIES, FAMILIES IN NEED AND CAREGIVERS. 2. TO PRESERVE THE ARTISTIC AND RELIGIOUS ARTIFACTS FOR THE COMMUNITY, PROMOTE CULTURAL ACTIVITIES IN THE COMMUNITY, AND SUPPORT CIVIC LIFE IN THE COMMUNITY; AND 3. TO PROVIDE A PREFERENTIAL OPTION OF ITS SUPPORT AND ACTIVITIES TO THOSE WHO ARE FRAIL, ELDERLY, OR DISABLED, AND FACING CHALLENGES PRESENTED BY THEIR AGE AND/OR HEALTH CONDITIONS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE ORGANIZATION SERVES TO DO THE FOLLOWING:CHILDREN IN NEED OF BIRTH DEFECT OR BURN RECONSTRUCTION WHO SUFFER GREATLY NOT ONLY FROM THE PHYSICAL DISFIGUREMENT, BUT ALSO FROM MALNUTRITION, SPEECH DISORDERS, HEARING IMPAIRMENT AND OTHER DIFFICULTIES.EDUCATE AND INSPIRE FAMILIES TO BUILD BRIGHT FUTURES FOR YOUTH AND ADULTS WITH DISABILITIES. SERVICES PROVIDED MAY INCLUDE MENTAL HEALTH COUNSELING, EMOTIONAL SUPPORT AND GUIDANCE, INFORMATION ON HEALTH CONDITIONS, AND COMMUNITY RESOURCES.PROVIDE TECHNOLOGY PROGRAMS FOR SENIORS IN NURSING HOMES TO BETTER ENGAGE IN ACTIVITIES OF DAILY LIVING.PROVIDE SERVICES TO THE ELDERLY THAT INCLUDE TRANSPORTATION, NUTRITION, FALL RISK REDUCTION, COMPANIONSHIP, PHYSICAL AND MENTAL STIMULATION.
    Expenses $773,130 · grants $580,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
77-0536465
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Exempt since
1946
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$17,436,561
Income (IRS master file)
$5,521,472

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,562,887$1,243,944$17,436,561XML
990June 2024$498,118$722,825$13,822,731XML
990June 2023$356,459$636,453$12,848,141XML
990June 2022$655,812$628,072$12,204,322IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0536465).

Questions about OUR LADY OF FATIMA VILLA FOUNDATION

What is the EIN of OUR LADY OF FATIMA VILLA FOUNDATION?
The employer identification number (EIN) of OUR LADY OF FATIMA VILLA FOUNDATION is 77-0536465.
Is OUR LADY OF FATIMA VILLA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does OUR LADY OF FATIMA VILLA FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of OUR LADY OF FATIMA VILLA FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did OUR LADY OF FATIMA VILLA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of OUR LADY OF FATIMA VILLA FOUNDATION?
The 990 for the year ended June 30, 2025 names SCOTT WALLENFELSZ.
Who are the officers and directors of OUR LADY OF FATIMA VILLA FOUNDATION?
The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does OUR LADY OF FATIMA VILLA FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,562,887, expenses of $1,243,944 and total assets of $17,436,561 at year end.

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