2025-10-08T14:02:20-05:00 2024-12-31 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-01-01 833325871 MATER DEI MONARCH FOUNDATION MATE 7148509503 1202 W EDINGER AVENUE SANTA ANA CA 92707 FRANK T SURYAN JR PRESIDENT 7148509503 2025-10-06 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 5624351191 2025-10-06 2024 2025-03-06 01:10:19Z FRANK T SURYAN JR 1202 W EDINGER AVENUE SANTA ANA CA 92707 11425218 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. 6 6 0 6 0 0 650981 10859723 0 0 208820 389924 0 -24864 859801 11224783 0 630836 0 0 22797 23000 0 0 48238 167109 147656 189906 801492 669895 10423291 8532404 19203581 143602 87715 8388802 19115866 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 630836 630836 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. 630836 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 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 JR PRESIDENT 1.00 X X 0 0 0 CATHY WARD TREASURER (UNTIL 12/2024) 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 751358 10108365 222804 10859723 389924 389924 175571 751358 200435 -24864 -24864 11224783 0 0 365060 630836 630836 23000 23000 26300 26300 30000 30000 2754 2754 EVENT EXPENSE 48238 48238 SUBSCRIPTIONS 40198 40198 166 166 801492 630836 122418 48238 596417 2542021 61000 1064117 0 1203 8075 30132 13980 13980 0 0 7866912 15566108 8532404 19203581 127334 43897 16268 43818 143602 87715 X 7069158 8194090 1319644 10921776 8388802 19115866 8532404 19203581 10423291 303773 0 X 0 1 X 1 0 X 1727646 127543 192654 650981 3859723 6558547 1727646 127543 192654 650981 3859723 6558547 1823945 4734602 17396 80883 131654 208820 389924 828677 7387224 0.64090 0.96930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 232922 169325 17241 419488 61672 166373 4877 232922 10797 51336 -461 61672 222 100000 40 100262 200 22 222 0.05000 0.95000 0.00000 0 0 13980 13980 0 0 X 11523418 303773 303773 11219645 30000 -24862 5138 11224783 796354 0 796354 30000 -24862 5138 801492 PART V, LINE 4: 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -24,862. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -24,862. ALL SCHOOL AUCTION 437993 357482 80511 50171 7339 11295 20271 FOOTBALL COACH'S KICKOFF 91516 75860 15656 14907 4418 6 397420 318016 79404 4381 4683 12000 70970 926929 751358 175571 54552 12022 38202 95659 200435 -24864 1 MATER DEI HIGH SCHOOL 1202 W EDINGER AVE SANTA ANA CA 92707 421145334 GOVERNMENT 630836 0 GENERAL SUPPORT 1 PART I, LINE 2: GRANTS ARE RELATED TO SUPPORTING MATER DEI HIGH SCHOOL. X AUCTION ITEMS 488 222804 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 POWER TO ELECT (BY MAJORITY VOTE OR CONSENSUS) MORE MEMBERS OF THE BOARD OF 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.