Nonprofit · EIN 77-0536465
OUR LADY OF FATIMA VILLA FOUNDATION
Tax-exempt · SARATOGA, CA 95070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,562,887 | $1,243,944 | $1,318,943 | $17,436,561 | $2,932,148 | $14,504,413 |
| June 30, 2024 | 990 | $498,118 | $722,825 | -$224,707 | $13,822,731 | $1,300,209 | $12,522,522 |
| June 30, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV SCOTT WALLENFELSZ SDS | CHAIR AND TREASURER Trustee or director, Officer | 0.2 | $0 |
| BELLA O MAHONEY | PRESIDENT AND CEO Trustee or director, Officer | 0.2 | $0 |
| SR SUSAN SNYDER | SECRETARY Trustee or director, Officer | 0.2 | $0 |
| JITKA CYMBAL | TRUSTEE Trustee or director | 0.2 | $0 |
| ROBERT HEATH | TRUSTEE Trustee or director | 0.2 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV SCOTT WALLENFELSZ SDS | CHAIR AND TREASURER Trustee or director, Officer | 0.2 | $0 |
| BELLA O MAHONEY | PRESIDENT AND CEO Trustee or director, Officer | 0.2 | $0 |
| SR SUSAN SNYDER | SECRETARY Trustee or director, Officer | 0.2 | $0 |
| JITKA CYMBAL | TRUSTEE Trustee or director | 0.2 | $0 |
| ROBERT HEATH | TRUSTEE Trustee or director | 0.2 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV SCOTT WALLENFELSZ SDS | CHAIR AND TREASURER Trustee or director, Officer | 0.2 | $0 |
| BELLA O MAHONEY | PRESIDENT AND CEO Trustee or director, Officer | 0.2 | $0 |
| SR SUSAN SNYDER | SECRETARY Trustee or director, Officer | 0.2 | $0 |
| JITKA CYMBAL | TRUSTEE Trustee or director | 0.2 | $0 |
| ROBERT HEATH | TRUSTEE 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
- Website
- WWW.FATIMAVILLA.ORG
- 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)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $17,436,561
- Income (IRS master file)
- $5,521,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,562,887 | $1,243,944 | $17,436,561 | XML |
| 990 | June 2024 | $498,118 | $722,825 | $13,822,731 | XML |
| 990 | June 2023 | $356,459 | $636,453 | $12,848,141 | XML |
| 990 | June 2022 | $655,812 | $628,072 | $12,204,322 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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.
Other nonprofits in SARATOGA
- THE 1440 FOUNDATION EIN 77-0456449 · last filed 990-PF for 2024
- ZHANGXU FAMILY FOUNDATION EIN 20-5081510 · last filed 990-PF for 2026
- HAQUE FAMILY FOUNDATION EIN 47-2482967 · last filed 990-PF for 2024
- CAPEK FAMILY FOUNDATION INC EIN 47-1864723 · last filed 990-PF for 2025
- ORR FAMILY FOUNDATION EIN 26-1622217 · last filed 990-PF for 2024
- BORCH FOUNDATION EIN 20-8777443 · last filed 990-PF for 2025
- MIAO FAMILY FOUNDATION EIN 45-3517667 · last filed 990-PF for 2025
- SBCV FOUNDATION EIN 84-3029758 · last filed 990-PF for 2025
All nonprofits in SARATOGA · California · Philanthropy, voluntarism and grantmaking foundations