P — Human 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$96,063,706↓8%$98,077,585↑3%$45,356,209↑26%
2022$104,634,999↑13%$94,886,018↑6%$36,086,660↓4%
2021$92,387,705↑8%$89,371,078↑5%$37,536,351↑12%
2020$85,909,767$85,170,890↓2%$33,513,959↑64%
2019$85,889,680↑6%$86,553,611↑8%$20,386,681↓1%
2018$80,995,721↑3%$80,241,737↑3%$20,657,904↑8%
2017$78,878,806↓1%$78,080,443↓1%$19,150,034↑5%
2016$79,858,563↑4%$78,718,880↑6%$18,164,486↓2%
2015$76,681,015↑14%$74,528,939↑11%$18,573,227↑13%
2014$67,037,476↑15%$66,949,104↑16%$16,490,227↑26%
2013$58,289,803↑5%$57,889,736↑5%$13,132,392↑4%
2012$55,747,130↑9%$55,188,544↑7%$12,576,569↑5%
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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