MONARCH FAMILY RESOURCE CENTER (EIN 202704258) - 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

2005

Legal Domicile

Principal Officer

TRACY STAM

Phone

5734316001

Tax Period

2024-06-01 to 2025-05-31

MONARCH FAMILY RESOURCE CENTER, founded in 2005, is a small nonprofit in the Human Services sector that reported $457K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $409K left a modest 10% surplus.

Mission

TO PROVIDE CARE, SUPPORT, AND RESOURCES RELATED TO PREGNANCY TO WOMEN AND THEIR FAMILIES BY PROMOTING THE SANCTITY OF HUMAN LIFE.

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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 $281,879

Program Service Revenue $0

Investment Income $12,730

Other Revenue $162,318

TOTAL REVENUE $456,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $227,719

Fundraising Expenses $0

Program Expenses $409,437

Other Expenses $181,718

TOTAL EXPENSES $409,437

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,927	$334,900	+0.4%
Expenses	$409,437	$423,810	0.0%
Net Income	$47,490	$-88,910	-1.5%

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

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
DAVE DALLAS	MEMBER	N/A	Director	$0	$0	$0
KELLY DALLAS	MEMBER	N/A	Director	$0	$0	$0
MARK HALTER	MEMBER	N/A	Director	$0	$0	$0
ROSETTA HALTER	TREASURER	N/A	Director	$0	$0	$0
MEGAN KNUTH	SECRETARY	N/A	Director	$0	$0	$0
ANN LUTSCH	MEMBER	N/A	Director	$0	$0	$0
DOUG SMITH	MEMBER	N/A	Director	$0	$0	$0
MELANIE SMITH	VICE CHAIR	N/A	Officer	$0	$0	$0
TRACY STAM	BOARD CHAIR	N/A	Officer	$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
2025	$456,927	$409,437	$1,231,808	$47,490
2024	$334,900	$423,810	$1,205,549	$-88,910
2023	$331,354	$390,578	$1,309,301	$-59,224
2022	$587,549	$227,737	$776,015	$359,812
2021	$276,200	$179,120	$415,578	$97,080
2020	$174,630	$194,605	$345,302	$-19,975
2019	$244,801	$212,234	$338,953	$32,567

MONARCH FAMILY RESOURCE CENTER