MATER DEI MONARCH FOUNDATION (EIN 833325871) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

FRANK T SURYAN JR

Phone

7148509503

Tax Period

2024-01-01 to 2024-12-31

MATER DEI MONARCH FOUNDATION, founded in 2018, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.2M in total revenue in fiscal year 2024. Revenue surged 1206% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.4M, a strong 93% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,859,723

Program Service Revenue $0

Investment Income $389,924

Other Revenue $-24,864

TOTAL REVENUE $11,224,783

Expense Breakdown

Grants Paid $630,836

Salaries & Benefits $23,000

Fundraising Expenses $48,238

Program Expenses $630,836

Other Expenses $147,656

TOTAL EXPENSES $801,492

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,224,783	$859,801	+12.1%
Expenses	$801,492	$189,906	+3.2%
Net Income	$10,423,291	$669,895	+14.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK SURYAN JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHY WARD	TREASURER (UNTIL 12/2024)	1.00	Officer Director	$0	$0	$0
LINDSAY LAWRENCE	SECRETARY	1.00	Officer Director	$0	$0	$0
CARLOS PRIETTO	DIRECTOR	1.00	Director	$0	$0	$0
STEVE PELLEGRINI	DIRECTOR	1.00	Director	$0	$0	$0
NEIL LEVECKE	DIRECTOR	1.00	Director	$0	$0	$0
FR STEVE SALLOT	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$11,224,783	$801,492	$19,203,581	$10,423,291
2023	$859,801	$189,906	$8,532,404	$669,895
2022	$324,308	$53,235	$7,109,517	$271,073
2021	$208,426	$217,021	$7,898,982	$-8,595
2020	$1,745,042	$2,249,740	$7,503,548	$-504,698
2019	$11,141,329	$3,530,000	$7,611,329	$7,611,329

MATER DEI MONARCH FOUNDATION