MONARCH IMMIGRANT SERVICES (EIN 562376877) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

JASON BAKER

Phone

3146457800

Tax Period

2022-07-01 to 2023-06-30

MONARCH IMMIGRANT SERVICES, founded in 2002, is a community nonprofit in the Human Services sector that reported $2.1M in total revenue in fiscal year 2022. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

ENSURING EQUAL ACCESS TO HEALTHCARE, MENTAL HEALTH, AND SOCIAL SERVICES FOR ALL, REGARDLESS OF NATIONAL ORIGIN OR LANGUAGE ABILITY, THROUGH THE ADVOCACY, EDUCATION, AND DIRECT MULTILINGUAL SERVICES THAT WE PROVIDE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,739,481

Program Service Revenue $328,867

Investment Income $5,463

Other Revenue $5,323

TOTAL REVENUE $2,079,134

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,600,337

Fundraising Expenses $7,858

Program Expenses $1,855,214

Other Expenses $579,272

TOTAL EXPENSES $2,179,609

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,079,134	$1,904,211	+0.1%
Expenses	$2,179,609	$1,861,554	+0.2%
Net Income	$-100,475	$42,657	-3.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MARIO LOZINA	TREASURER	2.00	Officer Director	$0	$0	$0
DIANE MAGEE	PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT WRIGHT	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BOB FOSTER	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID DONOVAN	BOARD MEMBER	2.00	Director	$0	$0	$0
LUIS LA TORRE	BOARD MEMBER	2.00	Director	$0	$0	$0
LOU ABOUSSIE	BOARD MEMBER	2.00	Director	$0	$0	$0
ZACHARY MUELLER	BOARD MEMBER	2.00	Director	$0	$0	$0
ERICA BECKER	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARAFINA AZMAN AL RASHID	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM BEATTY	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW MA	BOARD MEMBER	2.00	Director	$0	$0	$0
ANWULI AKWUASHI	BOARD MEMBER	2.00	Director	$0	$0	$0
HEIDI MOORE	BOARD MEMBER	2.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,079,134	$2,179,609	$885,395	$-100,475

MONARCH IMMIGRANT SERVICES