MONARCH SERVICES-SERVICIOS MONARCA (EIN 942462783) - 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

1977

Legal Domicile

Principal Officer

LEEANN LUNA

Phone

8317224532

Tax Period

2024-07-01 to 2025-06-30

MONARCH SERVICES-SERVICIOS MONARCA, founded in 1977, is a community nonprofit in the Human Services sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $4.5M left a modest 15% surplus.

Mission

EMPOWERING INDIVIDUALS, FAMILIES AND OUR COMMUNITIES TO TAKE ACTION AGAINST VIOLENCE & ABUSE.

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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 $4,667,500

Program Service Revenue $382,584

Investment Income $128,808

Other Revenue $155,566

TOTAL REVENUE $5,334,458

Expense Breakdown

Grants Paid $322,233

Salaries & Benefits $3,318,691

Fundraising Expenses $264,032

Program Expenses $3,564,241

Other Expenses $896,380

TOTAL EXPENSES $4,537,304

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,334,458	$4,109,029	+0.3%
Expenses	$4,537,304	$4,196,413	+0.1%
Net Income	$797,154	$-87,384	-10.1%

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

$323,121

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINE JOHNSON	CO-CHAIR	2.00	Officer Director	$0	$0	$0
NAJEEB KAMIL	CO-CHAIR	2.00	Officer Director	$0	$0	$0
THERESA CARINO	CO-CHAIR (THRU 8/2024)	2.00	Officer Director	$0	$0	$0
AMY IVEY	CO-CHAIR (THRU 2/2025)	2.00	Officer Director	$0	$0	$0
NEERA BHATNAGAR	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DOUG FISCHER	TREASURER	2.00	Officer Director	$0	$0	$0
JUDI ESTRADA	SECRETARY	2.00	Officer Director	$0	$0	$0
MEREDITH FLORES	SECRETARY (THRU 12/2024)	2.00	Officer Director	$0	$0	$0
HEIDI BOYNTON	BOARD MEMBER	2.00	Director	$0	$0	$0
ANGELA CHESNUT	BOARD MEMBER	2.00	Director	$0	$0	$0
MARIANA ESPANA	BOARD MEMBER	2.00	Director	$0	$0	$0
GENEVA IBARRA - LOPEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
JAIME MOLINA	BOARD MEMBER	2.00	Director	$0	$0	$0
ALLYSON STENGL	BOARD MEMBER	2.00	Director	$0	$0	$0
LEEANN LUNA	CEO	32.00	Officer	$160,558	$12,875	$173,433
CATHRYN MCCORMIC	COO	32.00	Officer	$142,538	$7,150	$149,688
MARIA BARRANCO	PROGRAM DIRECTOR	32.00	Highest	$107,377	$16,015	$123,392
ESMERALDA TORRES	PROGRAM DIRECTOR	32.00	Highest	$105,090	$13,689	$118,779
JANNA RIVAS	DEVELOPMENT DIRECTOR	32.00	Highest	$100,299	$10,237	$110,536

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	$5,334,458	$4,537,304	$3,982,367	$797,154
2024	$4,109,029	$4,196,413	$3,231,202	$-87,384
2023	$4,210,265	$3,985,776	$3,351,850	$224,489
2022	$3,578,620	$3,550,648	$2,838,116	$27,972
2021	$3,556,567	$3,249,333	$3,032,752	$307,234
2020	$3,316,313	$3,036,240	$2,811,175	$280,073
2019	$2,579,511	$2,434,673	$2,138,907	$144,838
2018	$2,403,622	$2,387,073	$1,974,737	$16,549

MONARCH SERVICES-SERVICIOS MONARCA