MONARCH

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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

1981

Legal Domicile

Principal Officer

PEGGY TERHUNE

Phone

7049861500

Tax Period

2023-07-01 to 2024-06-30

MONARCH, founded in 1981, is a major nonprofit in the Human Services sector that reported $115.2M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $106.7M left a modest 7% surplus.

Mission

MONARCH IS COMMITTED TO SUPPORTING, EDUCATING AND EMPOWERING PEOPLE WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES, MENTAL ILLNESS, AND SUBSTANCE USE DISORDERS TO CHOOSE AND ACHIEVE WHAT IS IMPORTANT TO THEM. WE PROVIDE RESIDENTIAL, DAY/EMPLOYMENT, BEHAVIORAL HEALTH OUTPATIENT THERAPY AND OTHER PERIODIC SERVICES, CRISIS SERVICES, ASSERTIVE COMMUNITY TREATMENT TEAMS AND VARIOUS OTHER COMMUNITY SERVICES FOR PEOPLE WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. SERVING CHILDREN, ADULTS, AND FAMILIES, WE FOCUS ON INDEPENDENCE, GROWTH, AND RECOVERY AS APPROPRIATE.

Program Service Accomplishments

Program 1

Expenses: $38,718,242 Revenue: $41,417,774

MONARCH BEHAVIORAL HEALTH SERVICES: MONARCH PROVIDES OUTPATIENT THERAPY (INDIVIDUAL, FAMILY, GROUP), MEDICATION MANAGEMENT, PEER SUPPORTS, INTENSIVE IN-HOME, COMMUNITY SUPPORTS,TARGETED CASE...

MONARCH BEHAVIORAL HEALTH SERVICES: MONARCH PROVIDES OUTPATIENT THERAPY (INDIVIDUAL, FAMILY, GROUP), MEDICATION MANAGEMENT, PEER SUPPORTS, INTENSIVE IN-HOME, COMMUNITY SUPPORTS,TARGETED CASE MANAGEMENT, FACILITY BASED CRISIS, MOBILE CRISIS, ACTT, DWI SERVICES, AND PSYCHIATRIC SERVICES. 24,038 PATIENTS WERE SERVED IN THE CURRENT YEAR.

Program 2

Expenses: $37,444,839 Revenue: $48,200,923

MONARCH RESIDENTIAL SERVICES: MONARCH MANAGES SMALL GROUP HOMES (2-9 PEOPLE), APARTMENT PROGRAMS AND COMPLEXES, ALONG WITH INDEPENDENT LIVING IN THE COMMUNITY FOR PEOPLE WHO HAVE...

MONARCH RESIDENTIAL SERVICES: MONARCH MANAGES SMALL GROUP HOMES (2-9 PEOPLE), APARTMENT PROGRAMS AND COMPLEXES, ALONG WITH INDEPENDENT LIVING IN THE COMMUNITY FOR PEOPLE WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES OR MENTAL ILLNESS. GROUP HOME SETTINGS PROVIDE 24 HOUR SUPERVISION. SITES ACCESS QUALIFIED PROFESSIONALS, NURSES, PHYSICIANS, VARIOUS THERAPISTS, DIETICIANS, PSYCHOLOGISTS OR PSYCHIATRIC SERVICES AS NEEDED. APARTMENT PROGRAMS AND SUPPORTS IN THE COMMUNITY MAY BE 24 HOUR OR PERIODIC. PERSON CENTER PLANS ARE DEVELOPED AND IMPLEMENTED BASED ON AN INDIVIDUAL'S DREAMS, VALUES AND FAMILY CULTURE TO CREATE GOALS FOR GREATER INDEPENDENCE AT HOME AND IN THE COMMUNITY. 581 PATIENTS WERE SERVED IN THE CURRENT YEAR.

Program 3

Expenses: $8,624,871 Revenue: $10,693,661

MONARCH DAY/EMPLOYMENT/PERIODIC SERVICES: MONARCH PROVIDES A VARIETY OF DAY/EMPLOYMENT SERVICES INCLUDING SUPPORTED EMPLOYMENT, MICRO-ENTERPRISE, AND JOB DEVELOPMENT TO HELP PEOPLE BECOME EMPLOYED...

MONARCH DAY/EMPLOYMENT/PERIODIC SERVICES: MONARCH PROVIDES A VARIETY OF DAY/EMPLOYMENT SERVICES INCLUDING SUPPORTED EMPLOYMENT, MICRO-ENTERPRISE, AND JOB DEVELOPMENT TO HELP PEOPLE BECOME EMPLOYED. VOLUNTEERING AND COMMUNITY INVOLVEMENT WITH SKILLS DEVELOPMENT ASSIST THOSE WHO CHOOSE NOT TO WORK YET, FOR VARIOUS REASONS. WHEN NEEDED, DAY SUPPORTS CAN ALSO PROVIDE ASSISTANCE IN GAINING HIGHER EDUCATION. PERSON CENTER PLANS ARE DEVELOPED AND IMPLEMENTED BASED ON AN INDIVIDUAL'S DREAMS, VALUES AND FAMILY CULTURE TO CREATE GOALS FOR GREATER INDEPENDENCE AT HOME AND IN THE COMMUNITY. 1,117 PATIENTS WERE SERVED IN THE CURRENT YEAR.

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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 (2023)

Revenue Breakdown

Contributions & Grants $9,218,626

Program Service Revenue $104,615,830

Investment Income $947,692

Other Revenue $411,572

TOTAL REVENUE $115,193,720

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,795,596

Fundraising Expenses $0

Program Expenses $88,000,661

Other Expenses $24,899,691

TOTAL EXPENSES $106,695,287

Year-over-Year Comparison

	2023	2022	Change
Revenue	$115,193,720	$96,063,706	+0.2%
Expenses	$106,695,287	$98,077,585	+0.1%
Net Income	$8,498,433	$-2,013,879	-5.2%

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

2248

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

$1,200,908

Total Directors

Key Employees

$746,398

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENT EARNHARDT	DIRECTOR	1.00	Director	$0	$0	$0
JEFF IRVIN	DIRECTOR	1.00	Director	$0	$0	$0
THERESA HALL-KENDRICK	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GOODALE	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH UNDERWOOD	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH STARK	DIRECTOR	1.00	Director	$0	$0	$0
ANDY STARZECKI	DIRECTOR	1.00	Director	$0	$0	$0
KURTIS TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
CAROLETTA METCALF DANIELS	DIRECTOR	1.00	Director	$0	$0	$0
JAY CHARLES	DIRECTOR	1.00	Director	$0	$0	$0
KARA S GUERRIERO	PAST CHAIR	1.00	Officer Director	$0	$0	$0
DUNCAN E MUNN	BOARD DEV CHAIR	1.00	Officer Director	$0	$0	$0
WILLIAM AUSTIN	FINANCE CHAIR	1.00	Officer Director	$0	$0	$0
JEAN ANDERSEN	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY GASKIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BENJAMIN MARSH	CHAIR	1.00	Officer Director	$0	$0	$0
PEGGY TERHUNE	CEO	40.00	Officer	$599,461	$0	$599,461
TAMMY GEIS	CFO	40.00	Officer	$231,848	$600	$232,448
MELISSA HALL	COO	40.00	Officer	$194,406	$0	$194,406
CHRISTY SHAVER	COO	40.00	Officer	$174,593	$0	$174,593
TERRI BERNHARDT	CAO	40.00	Key Emp	$391,658	$0	$391,658
TROY SYBERT	CMO	40.00	Key Emp	$190,721	$185	$190,906
DAVE BROWN	CIO	40.00	Key Emp	$163,464	$370	$163,834
DR DOUGLAS SMITH	PSYCHIATRIST	40.00	Highest	$423,260	$600	$423,860
DR HAZEL MASTON	PSYCHIATRIST	40.00	Highest	$339,593	$600	$340,193
DR JACQUELINE SMITH	ASSOCIATE MEDICAL DIRECTORMEDICAL DIRECTOR	40.00	Highest	$305,702	$0	$305,702
JOHN LATZ	ASSOCIATE MEDICAL DIRECTOR	40.00	Highest	$296,441	$0	$296,441
ROBERT MCHALE	ASSOCIATE MEDICAL DIRECTOR	40.00	Highest	$279,599	$0	$279,599

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	No data	No data	No data	No data
2024	$115,193,720	$106,695,287	$57,173,831	$8,498,433
2023	$96,063,706	$98,077,585	$45,356,209	$-2,013,879
2022	$104,634,999	$94,886,018	$36,086,660	$9,748,981
2021	$92,387,705	$89,371,078	$37,536,351	$3,016,627
2020	$85,909,767	$85,170,890	$33,513,959	$738,877
2019	$85,889,680	$86,553,611	$20,386,681	$-663,931