MONARCH (EIN 561326126) - 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

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

SEE RESPONSE FOR PART III, LINE 1, BELOW FOR MISSION STATEMENT.

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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

MONARCH