MONARCH FAMILY SERVICES

EIN: 471813490 501(c)(3) Human Services

HOUSTON, TX

Total Revenue
$2,104,498
Total Expenses
$2,279,294
Total Assets
$392,307
Net Assets
$205,927
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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
2014
Legal Domicile
TX
Principal Officer
DR VALERIE JACKSON
Phone
2812363989
Tax Period
2023-01-01 to 2023-12-31

MONARCH FAMILY SERVICES, founded in 2014, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2023.

Mission

ADOPTION AND FOSTER SERVICES WITH RELATED ACTIVITIES SUCH AS PYSCHOLOGICAL SERVICES

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $18,393
Program Service Revenue $2,069,677
Investment Income $86
Other Revenue $16,342
TOTAL REVENUE $2,104,498

Expense Breakdown

Grants Paid $620
Salaries & Benefits $1,386,350
Fundraising Expenses $0
Program Expenses $2,269,849
Other Expenses $892,324
TOTAL EXPENSES $2,279,294

Year-over-Year Comparison

2023 2022 Change
Revenue $2,104,498 $2,084,718 +0.0%
Expenses $2,279,294 $2,620,621 -0.1%
Net Income $-174,796 $-535,903 -0.7%
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

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Governance

Voting Members
6
Independent Members
5
Employees
35
Volunteers
N/A

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
2
$178,000
Total Directors
4
$0
Key Employees
1
$178,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR VALERIE JACKSON EXECUTIVE DIRECTOR 040.00
Officer Key Emp Highest
$128,000 $0 $178,000
TYESHA ELAM ESQ PRESIDENT 002.00
Officer Director
$0 $0 $0
DR CHASE BROWN MEMBER 002.00
Director
$0 $0 $0
DR TRICIA R PHILLIP MEMBER 002.00
Director
$0 $0 $0
STEVE COPE MEMBER 002.00
$0 $0 $0
JOSE GRINAN MEMBER 002.00
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 No data No data No data No data
2023 $2,104,498 $2,279,294 $392,307 $-174,796
2022 $2,084,718 $2,620,621 $692,439 $-535,903
2021 $2,180,000 $4,998,590 $725,146 $-2,818,590
2020 $2,615,706 $2,418,603 $772,996 $197,103
2019 $1,583,654 $1,398,722 $371,317 $184,932
2018 $3,206 $1,202,359 $256,572 $-1,199,153
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