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St Monica School Endowment Trust

Melton Wayne A Co Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Education N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$140k (2023)

Expenses
$154k (2023)

Total Assets
$3.23M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$140,021
Expenses
$154,384
Net Income
-$14,363
Net Assets
$3,227,484
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,567
41.8%
Program Services $0
Investment Income $78,886
56.3%
Bond Proceeds $1,193
0.9%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $200
0.1%
Net Inventory Sales $0
Other Revenue $1,175
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,227,484
Total Liabilities $0
Net Assets $3,227,484
Compensation
Key Employees and Officers Compensation Related Other
Rev Michael Guadagnoli (Trustee) $0 $0 $0
Matt Mckamy (Trustee) $0 $0 $0
Lisa Armstrong (Trustee) $0 $0 $0
Larry Brown (Trustee) $0 $0 $0
Cecilia Martin (Trustee) $0 $0 $0
Ryan Haas (Trustee) $0 $0 $0
Jennifer Stojak (Trustee) $0 $0 $0
Bill Churchill (Trustee) $0 $0 $0
Jack Neville (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$77,337
Expenses
$326,214
Net Income
-$403,551
Net Assets
$2,993,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,661
Program Services $0
Investment Income $58,860
Bond Proceeds $2,001
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$224,927
Net Inventory Sales $0
Other Revenue $1,068
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,993,049
Total Liabilities $0
Net Assets $2,993,049
Compensation
Key Employees and Officers Compensation Related Other
Rev Michael Guadagnoli (Trustee) $0 $0 $0
Matt Mckamy (Trustee) $0 $0 $0
Lisa Armstrong (Trustee) $0 $0 $0
Larry Brown (Trustee) $0 $0 $0
Cecilia Martin (Trustee) $0 $0 $0
Ryan Haas (Trustee) $0 $0 $0
Jennifer Stojak (Trustee) $0 $0 $0
Bill Churchill (Trustee) $0 $0 $0
Shannon Wishin (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$632,293
Expenses
$236,076
Net Income
$396,217
Net Assets
$3,640,739
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,085
8.9%
Program Services $0
Investment Income $84,768
13.4%
Bond Proceeds $2,742
0.4%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $487,808
77.1%
Net Inventory Sales $0
Other Revenue $890
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,640,739
Total Liabilities $0
Net Assets $3,640,739
Compensation
Key Employees and Officers Compensation Related Other
Rev Michael Guadagnoli (Trustee) $0 $0 $0
Tom Petrowski (Trustee) $0 $0 $0
Matt Mckamy (Trustee) $0 $0 $0
Mike Curtis (Trustee) $0 $0 $0
Lisa Armstrong (Trustee) $0 $0 $0
Larry Brown (Trustee) $0 $0 $0
Claire Webb (Trustee) $0 $0 $0
Cecilia Martin (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$79,457
Expenses
$207,641
Net Income
-$128,184
Net Assets
$3,504,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,497
61.0%
Program Services $0
Investment Income $77,377
97.4%
Bond Proceeds $5,552
7.0%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$52,639
Net Inventory Sales $0
Other Revenue $670
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,504,611
Total Liabilities $0
Net Assets $3,504,611
Compensation
Key Employees and Officers Compensation Related Other
Rev Michael Guadagnoli (Trustee) $0 $0 $0
Tom Petrowski (Trustee) $0 $0 $0
June Cooper (Trustee) $0 $0 $0
Mike Curtis (Trustee) $0 $0 $0
Lisa Armstrong (Trustee) $0 $0 $0
Larry Brown (Trustee) $0 $0 $0
David Martin (Trustee) $0 $0 $0
Cecilia Martin (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$351,579
Expenses
$183,086
Net Income
$168,493
Net Assets
$3,479,960
Notable Sources of Revenue Percent of Total Revenue
Contributions $135,610
38.6%
Program Services $0
Investment Income $102,426
29.1%
Bond Proceeds $4,024
1.1%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $108,909
31.0%
Net Inventory Sales $0
Other Revenue $610
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,479,960
Total Liabilities $0
Net Assets $3,479,960
Compensation
Key Employees and Officers Compensation Related Other
Rev Michael Guadagnoli (Trustee) $0 $0 $0
Tom Petrowski (Trustee) $0 $0 $0
June Cooper (Trustee) $0 $0 $0
Mike Curtis (Trustee) $0 $0 $0
Susan Haddad (Trustee) $0 $0 $0
Larry Brown (Trustee) $0 $0 $0
David Martin (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$233,044
Expenses
$202,130
Net Income
$30,914
Net Assets
$3,100,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $34,190
14.7%
Program Services $0
Investment Income $94,806
40.7%
Bond Proceeds $1,030
0.4%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $102,428
44.0%
Net Inventory Sales $0
Other Revenue $590
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,100,333
Total Liabilities $0
Net Assets $3,100,333
Compensation
Key Employees and Officers Compensation Related Other
Rev Michael Guadagnoli (Trustee) $0 $0 $0
Tom Petrowski (Trustee) $0 $0 $0
June Cooper (Trustee) $0 $0 $0
Nancy Poinsatte (Trustee) $0 $0 $0
Mike Curtis (Trustee) $0 $0 $0
Susan Haddad (Trustee) $0 $0 $0
Larry Brown (Trustee) $0 $0 $0
David Martin (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$165,979
Expenses
$184,731
Net Income
-$18,752
Net Assets
$3,442,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,929
23.5%
Program Services $0
Investment Income $88,726
53.5%
Bond Proceeds $3,753
2.3%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,981
20.5%
Net Inventory Sales $0
Other Revenue $590
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,442,892
Total Liabilities $0
Net Assets $3,442,892
Compensation
Key Employees and Officers Compensation Related Other
Rev Michael Guadagnoli (Trustee) $0 $0 $0
Tom Petrowski (Trustee) $0 $0 $0
June Cooper (Trustee) $0 $0 $0
Nancy Poinsatte (Trustee) $0 $0 $0
Mike Curtis (Trustee) $0 $0 $0
Benjamin Salazar (Trustee) $0 $0 $0
Susan Haddad (Trustee) $0 $0 $0
Liesl Mayerson (Trustee) $0 $0 $0
David Martin (Trustee) $0 $0 $0
Debbie Diaz (Business Manager) $0 $0 $0
Philip Riley (Principal) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$120,525
Expenses
$195,660
Net Income
-$75,135
Net Assets
$3,272,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,087
62.3%
Program Services $0
Investment Income $70,493
58.5%
Bond Proceeds $6,844
5.7%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$31,899
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,272,280
Total Liabilities $0
Net Assets $3,272,280
Compensation
Key Employees and Officers Compensation Related Other
Rev Stephen W Bierschenk (Trustee) $0 $0 $0
Mike Curtis (Trustee) $0 $0 $0
Nancy Poinsatte (Trustee) $0 $0 $0
June Cooper (Trustee) $0 $0 $0
Benjamin Salazar (Trustee) $0 $0 $0
Susan Haddad (Trustee) $0 $0 $0
Debbie Diaz (Business Manager) $0 $0 $0
Philip Riley (Principal) $0 $0 $0
Mark Vehslage (Trustee) $0 $0 $0
Pat Dulac (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$166,098
Expenses
$181,596
Net Income
-$15,498
Net Assets
$3,284,032
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,078
28.9%
Program Services $0
Investment Income $66,345
39.9%
Bond Proceeds $1,535
0.9%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50,140
30.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,284,032
Total Liabilities $0
Net Assets $3,284,032
Compensation
Key Employees and Officers Compensation Related Other
Rev Stephen W Bierschenk (Trustee) $0 $0 $0
John Arnott (Trustee) $0 $0 $0
Nancy Poinsatte (Trustee) $0 $0 $0
Patrick Madden (Trustee) $0 $0 $0
Benjamin Salazar (Trustee) $0 $0 $0
Susan Haddad (Trustee) $0 $0 $0
Debbie Diaz (Business Manager) $0 $0 $0
Philip Riley (Principal) $0 $0 $0
Mark Vehslage (Trustee) $0 $0 $0
Pat Dulac (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$587,373
Expenses
$73,486
Net Income
$513,887
Net Assets
$3,537,307
Notable Sources of Revenue Percent of Total Revenue
Contributions $200,130
34.1%
Program Services $0
Investment Income $73,995
12.6%
Bond Proceeds $751
0.1%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $312,497
53.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,537,307
Total Liabilities $0
Net Assets $3,537,307
Compensation
Key Employees and Officers Compensation Related Other
Rev Stephen W Bierschenk (Trustee) $0 $0 $0
Rob Stone (Trustee) $0 $0 $0
Janet Medlin (Trustee) $0 $0 $0
Patrick Madden (Trustee) $0 $0 $0
Paul Tomaso (Trustee) $0 $0 $0
Patricia Thompson (Trustee) $0 $0 $0
Marilyn Hicks (Business Manager) $0 $0 $0
Philip Riley (Principal) $0 $0 $0
Mark Vehslage (Trustee) $0 $0 $0
Pat Dulac (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$311,998
Expenses
$395,860
Net Income
-$83,862
Net Assets
$3,276,954
Notable Sources of Revenue Percent of Total Revenue
Contributions $158,461
50.8%
Program Services $0
Investment Income $60,342
19.3%
Bond Proceeds $1,596
0.5%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $91,599
29.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,276,954
Total Liabilities $0
Net Assets $3,276,954
Compensation
Key Employees and Officers Compensation Related Other
Rev Stephen W Bierschenk (Trustee) $0 $0 $0
Rob Stone (Trustee) $0 $0 $0
Janet Medlin (Trustee) $0 $0 $0
Patrick Madden (Trustee) $0 $0 $0
Paul Tomaso (Trustee) $0 $0 $0
Patricia Thompson (Trustee) $0 $0 $0
Marilyn Hicks (Business Manager) $0 $0 $0
Philip Riley (Principal) $0 $0 $0
Mark Vehslage (Trustee) $0 $0 $0
Pat Dulac (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$221,315
Expenses
$162,406
Net Income
$58,909
Net Assets
$2,790,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $113,134
51.1%
Program Services $0
Investment Income $66,197
29.9%
Bond Proceeds $1,069
0.5%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,915
18.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,790,340
Total Liabilities $0
Net Assets $2,790,340

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$232,547
Expenses
$170,108
Net Income
$62,439
Net Assets
$2,810,300
Notable Sources of Revenue Percent of Total Revenue
Contributions $140,808
60.6%
Program Services $0
Investment Income $63,569
27.3%
Bond Proceeds $1,534
0.7%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,636
11.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,810,300
Total Liabilities $0
Net Assets $2,810,300

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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