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Nonprofiteer
← OUR LADY OF FATIMA VILLA FOUNDATION

Form 990 for tax year 2022

Filed by OUR LADY OF FATIMA VILLA FOUNDATION.

Totals

Total revenue
$356,459
Total expenses
$636,453
Contributions and grants received
$4,855
Grants paid
$111,100
Program service revenue
$0
Investment income
$302,636
Other revenue
$48,968
Total assets, end of year
$12,848,141
Total liabilities, end of year
$1,306,072
Net assets or fund balances, end of year
$11,542,069
Program services expenses (Part IX)
$275,571
Management and general expenses
$360,882
Fundraising expenses
$0
Program service expenses (Part III)
$275,571

Program services were 43.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $4,855

  • 3 · Investment income

    total $245,510 · excluded $245,510

  • 7a · Gross sales of assets other than inventory

    securities $3,318,871

  • 7b · Less cost or other basis and sales expenses

    securities $3,261,745

  • 7c · Gain or loss

    securities $57,126

  • 7d · Net gain or loss

    total $57,126 · excluded $57,126

  • 11d · All other revenue

    total $48,968 · excluded $48,968

  • 11e · Other revenue, total

    $48,968

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $111,100 · program services $111,100

  • 7 · Other salaries and wages

    total $337,166 · program services $164,471 · management and general $172,695

  • 11c · Fees: accounting

    total $14,975 · management and general $14,975

  • 11f · Fees: investment management

    total $96,403 · management and general $96,403

  • 12 · Advertising and promotion

    total $600 · management and general $600

  • 13 · Office expenses

    total $8,152 · management and general $8,152

  • 14 · Information technology

    total $1,801 · management and general $1,801

  • 16 · Occupancy

    total $22,462 · management and general $22,462

  • 17 · Travel

    total $6,029 · management and general $6,029

  • 19 · Conferences, conventions and meetings

    total $134 · management and general $134

  • 22 · Depreciation, depletion and amortization

    total $24,612 · management and general $24,612

  • 23 · Insurance

    total $12,619 · management and general $12,619

  • 24a · Other expenses: MEMBERSHIPS

    total $400 · management and general $400

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $19,910 · end of year $42,747

  • 2 · Savings and temporary cash investments

    end of year $25,606

  • 4 · Accounts receivable

    beginning of year $4,964 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $850,036

  • 10b · Land, buildings and equipment: accumulated depreciation

    $179,206

  • 10c · Land, buildings and equipment, net

    beginning of year $695,442 · end of year $670,830

  • 11 · Investments: publicly traded securities

    beginning of year $11,484,006 · end of year $12,108,958

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,683 · end of year $6,072

  • 25 · Other liabilities

    beginning of year $1,300,000 · end of year $1,300,000

  • 27 · Net assets without donor restrictions

    beginning of year $10,902,639 · end of year $11,542,069

Mission and programs · 2022

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 ACTIVATES IN THE COMMUNITY, AND SUPPORT CIVIC LIFE IN THE COMMUNITY; AND 3. TO PROVIDE A PREFERENTIAL OPTION OF ITS SUPPORT AND ACTIVATES TO THOSE WHO ARE FRAIL, ELDERLY, OR DISABLED, AND FACING CHALLENGES PRESENTED BY THEIR AGE AND/OR HEALTH CONDITIONS.

Activities or mission (Part I)

TO PROVIDE SERVICES TO RESIDENTS OF THE CITY OF SARATOGA AND COUNTY OF SANTA CLARA

  • 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 $275,571 · Grants $111,100

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rev Scott Wallenfelsz Sds

    CHAIR AND TREASURER

    Total calculated
    $0
    Hours/week
    0.2

  • Bella O Mahoney

    PRESIDENT AND CEO

    Total calculated
    $0
    Hours/week
    0.2

  • Sr Susan Snyder

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2

  • Jitka Cymbal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Robert Heath

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
19 March 2024
IRS schema version
2022v5.0
Source object
202420929349300602

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