PHuman ServicesEIN: 561326126

Monarch

Albemarle, North Carolina

B-Health Score
54B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 139 peers in Human Services with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.23×
Peer Median0.22×
💰
$96.1M
Total Revenue
📊
$98.1M
Total Expenses
🏦
$22.9M
Net Assets
📋
$22.5M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-8.2%
Year-over-year change (2022 → 2023)
Net Margin
-2.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.23
Net assets divided by total expenses
Liabilities-to-Assets
49.5%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$96,063,7068%$98,077,5853%$45,356,20926%
2022$104,634,99913%$94,886,0186%$36,086,6604%
2021$92,387,7058%$89,371,0785%$37,536,35112%
2020$85,909,767$85,170,8902%$33,513,95964%
2019$85,889,6806%$86,553,6118%$20,386,6811%
2018$80,995,7213%$80,241,7373%$20,657,9048%
2017$78,878,8061%$78,080,4431%$19,150,0345%
2016$79,858,5634%$78,718,8806%$18,164,4862%
2015$76,681,01514%$74,528,93911%$18,573,22713%
2014$67,037,47615%$66,949,10416%$16,490,22726%
2013$58,289,8035%$57,889,7365%$13,132,3924%
2012$55,747,1309%$55,188,5447%$12,576,5695%
2011$50,964,108$51,598,984$11,922,728

Frequently Asked Questions

What does Monarch do?

Monarch is a human services nonprofit organization based in North Carolina. It is classified under NTEE code P40 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Monarch financially healthy?

Based on our 9-metric Financial Health Score model, Monarch has a score of 54/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Monarch generate?

Monarch reports $115.6M in annual revenue and holds $59.6M in total assets, based on IRS filings.

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