Nonprofit · EIN 83-3325871
MATER DEI MONARCH FOUNDATION
Tax-exempt · SANTA ANA, CA 92707
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,224,783 | $801,492 | $10,423,291 | $19,203,581 | $87,715 | $19,115,866 |
| December 31, 2023 | 990 | $859,801 | $189,906 | $669,895 | $8,532,404 | $143,602 | $8,388,802 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,859,723
- Program service revenue
- $0
- Investment income
- $389,924
- Net income from fundraising events
- -$24,864
- Other revenue
- -$24,864
Expenses
- Grants and similar amounts paid
- $630,836
- Other salaries and wages
- $23,000
- Salaries, compensation and benefits (total)
- $23,000
- Professional fundraising fees
- $0
- Accounting fees
- $26,300
- Program services (functional)
- $630,836
- Management and general (functional)
- $122,418
- Fundraising (functional)
- $48,238
Balance sheet and other
- Total assets, start of year
- $8,532,404
- Total assets, end of year
- $19,203,581
- Total liabilities, end of year
- $87,715
- Net assets, end of year
- $19,115,866
- Publicly traded securities
- $15,566,108
- Net assets without donor restrictions
- $8,194,090
- Net assets with donor restrictions
- $10,921,776
- Gross receipts
- $11,425,218
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2018
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK SURYAN JR | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CATHY WARD | TREASURER (UNTIL 12/2024) Trustee or director, Officer | 1 | $0 |
| LINDSAY LAWRENCE | SECRETARY Trustee or director, Officer | 1 | $0 |
| CARLOS PRIETTO | DIRECTOR Trustee or director | 1 | $0 |
| STEVE PELLEGRINI | DIRECTOR Trustee or director | 1 | $0 |
| NEIL LEVECKE | DIRECTOR Trustee or director | 1 | $0 |
| FR STEVE SALLOT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK SURYAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| CATHY WARD | TREASURER Trustee or director, Officer | 1 | $0 |
| LINDSAY LAWRENCE | SECRETARY Trustee or director, Officer | 1 | $0 |
| CARLOS PRIETTO | DIRECTOR Trustee or director | 1 | $0 |
| STEVE PELLEGRINI | DIRECTOR Trustee or director | 1 | $0 |
| NEIL LEVECKE | DIRECTOR Trustee or director | 1 | $0 |
| FR STEVE SALLOT | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1202 W EDINGER AVE, SANTA ANA, CA 92707-2126
- Mailing address (990-N for 2018)
- 1202 W EDINGER AVENUE, SANTA ANA CA 92707
- Principal officer (990 for 2024)
- FRANK T SURYAN JR, 1202 W EDINGER AVENUE, SANTA ANA, CA 92707
- Principal officer (990-N for 2018)
- FRANK T SURYAN JR, 1202 W EDINGER AVENUE, SANTA ANA CA 92707
- Signed the 990
- FRANK T SURYAN JR, PRESIDENT
- Phone
- (714) 850-9503
- Website
- WWW.MATERDEI.ORG
- Return prepared by
- WINDES INC
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.
Program accomplishments
- STUDENT SUPPORT SERVICES: OUR GREATEST ACCOMPLISHMENT WAS THAT WE WERE ABLE TO PROVIDE STUDENT SUPPORT SERVICES FOR THE 1,830 STUDENTS THAT ATTEND MATER DEI HIGH SCHOOL. WE SUPPORTED PROGRAMS THAT ADDRESSED ALL EDUCATIONAL NEEDS.IN ADDITION TO DIRECT SUPPORT TO STUDENTS, THE FOUNDATION WORKED THIS YEAR TO ASSIST THE SCHOOL WITH PHYSICAL PLANT AND TECHNOLOGY IMPROVEMENTS. THE PERFORMING ARTS CAMPAIGN IS ONGOING, WITH ADDITIONAL SUPPORT RAISED IN 2024. THE MONARCH LEGACY ENDOWMENT FUND CONTINUES TO BE ANOTHER PRIORITY OF THE FOUNDATION.Expenses $630,836 · grants $630,836
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-3325871
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $19,203,581
- Income (IRS master file)
- $11,425,218
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,224,783 | $801,492 | $19,203,581 | XML |
| 990 | December 2023 | $859,801 | $189,906 | $8,532,404 | XML |
| 990 | December 2022 | $324,308 | $53,235 | $7,109,517 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: FRANK T SURYAN JR | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MATER DEI MONARCH FOUNDATION
- What is the EIN of MATER DEI MONARCH FOUNDATION?
- The employer identification number (EIN) of MATER DEI MONARCH FOUNDATION is 83-3325871.
- Is MATER DEI MONARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MATER DEI MONARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MATER DEI MONARCH 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 MATER DEI MONARCH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MATER DEI MONARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MATER DEI MONARCH FOUNDATION?
- The 990 for the year ended December 31, 2024 names FRANK T SURYAN JR.
- Who are the officers and directors of MATER DEI MONARCH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does MATER DEI MONARCH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,224,783, expenses of $801,492 and total assets of $19,203,581 at year end.
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