NonprofitsMonarch

Human Services

Monarch

ALBEMARLE, NC

Total revenue

$115.6M

Total expenses

$114.8M

Net assets

$32.7M

Grants received

$749K

45 grants

EIN

561326126

Tax year

2024

Mission

See response for part iii, line 1, below for mission statement.

Programs

3 programs

Monarch residential services: monarch manages small group homes (2-9 people), apartment programs and complexes, along with independent living in the community for people who have intellectual/developmental disabilities or mental illness. Group home settings provide 24 hour supervision. Sites access qualified professionals, nurses, physicians, various therapists, dieticians, psychologists or psychiatric services as needed. Apartment programs and supports in the community may be 24 hour or periodic. Person center plans are developed and implemented based on an individual's dreams, values and family culture to create goals for greater independence at home and in the community. 477 patients were served in the current year.

Expenses: $41.9M

Monarch day/employment/periodic services: monarch provides a variety of day/employment services including supported employment, micro-enterprise, and job development to help people become employed. Volunteering and community involvement with skills development assist those who choose not to work yet, for various reasons. When needed, day supports can also provide assistance in gaining higher education. Person center plans are developed and implemented based on an individual's dreams, values and family culture to create goals for greater independence at home and in the community. 1,065 patients were served in the current year.

Expenses: $9.5M

Nc medicaid is committed to effectively managing patients medical, social and behavioral conditions through a teambased, personcentered approach called care management. All medicaid enrollees will have access to appropriate care management and coordination support across multiple settings of care, including a strong basis in primary care and connections to specialty care and communitybased resources. Enrollees with high medical, behavioral or social needs should have access to a program of care management that includes the involvement of a multidisciplinary care team and the development of a written care plan. Local care management (care management performed at the site of care, in the home, or in the community where facetoface interaction is possible) is the preferred approach, building on the strengths of the current care management structure. Care managers will have access to timely and complete enrolleelevel information. As part of care management and care coordination, enrollees will have access to direct linkages to programs and services that address unmet healthrelated resource needs affecting social determinants of health, along with followup and ongoing planning. Care management activities will align with overall statewide priorities for achieving quality outcomes and value. 1,340 patients were served in the current year.ancillary program service revenue including rents, sales of inventory & refunds / reimbursements related to exempt purpose.

Expenses: $2.5M

Financials

FY 2024

Revenue

Contributions & grants$2.1M
Program service revenue$111.7M
Investment income$1.0M
Other revenue$779K
Total revenue$115.6M

Expenses

Grants paid
Salaries & benefits$88.7M
Fundraising
Other expenses$26.1M
Total expenses$114.8M
Total assets$59.6M
Net assets$32.7M

People

30 listed

NameRoleCompensation

PEGGY TERHUNE

CEO

Board

$615K

40 hrs/wk

TAMMY GEIS

CFO

Board

$324K

40 hrs/wk

CHRISTY SHAVER

COO

Board

$222K

40 hrs/wk

MELISSA HALL

COO

Board

$209K

40 hrs/wk

WILLIAM AUSTIN

FINANCE CHAIR

Board

1 hrs/wk

JEAN ANDERSEN

SECRETARY

Board

1 hrs/wk

KENT EARNHARDT

DIRECTOR

Board

1 hrs/wk

BENJAMIN MARSH

CHAIR

Board

1 hrs/wk

JEFFREY GASKIN

VICE CHAIR

Board

1 hrs/wk

JEFF IRVIN

DIRECTOR

Board

1 hrs/wk

THERESA HALL-KENDRICK

DIRECTOR

Board

1 hrs/wk

AMIE BRENDLE

DIRECTOR

Board

1 hrs/wk

ELIZABETH UNDERWOOD

DIRECTOR

Board

1 hrs/wk

DEBORAH STARK

DIRECTOR

Board

1 hrs/wk

ANDY STARZECKI

DIRECTOR

Board

1 hrs/wk

ALEXIS G BUDGE

DIRECTOR

Board

1 hrs/wk

CAROLETTA METCALF DANIELS

DIRECTOR

Board

1 hrs/wk

JAY CHARLES

DIRECTOR

Board

1 hrs/wk

K MICHAEL SHAMBERGER

DIRECTOR

Board

1 hrs/wk

KARA S GUERRIERO

PAST CHAIR

Board

1 hrs/wk

DUNCAN E MUNN

BOARD DEV CHAIR

Board

1 hrs/wk

TERRI BERNHARDT

CAO

Staff

$447K

40 hrs/wk

DR DOUGLAS SMITH

PSYCHIATRIST

Staff

$424K

40 hrs/wk

DR JACQUELINE SMITH

MEDICAL DIRECTOR

Staff

$329K

40 hrs/wk

JOHN LATZ

MEDICAL DIRECTOR

Staff

$314K

40 hrs/wk

ROBERT MCHALE

MEDICAL DIRECTOR

Staff

$285K

40 hrs/wk

BLAKE MARTIN

PRESIDENT

Staff

$274K

40 hrs/wk

DR AMY UNDERWOOD

PSYCHIATRIST

Staff

$274K

40 hrs/wk

LYNDRIL LEONARD

SENIOR VP OF OPERATIONS

Staff

$223K

40 hrs/wk

GEOFFREY MOEHRKE

CIO

Staff

$212K

40 hrs/wk

Independent contractors

AUTOMOTIVE RENTALS (HOLMAN)

VEHICLE MAINTENANCE / FUEL

$895K

AMERGIS HEALTHCARE STAFFING INC

CONTRACT NURSING

$767K

GARDNER SKELTON

LEGAL SERVICES

$741K

ARC HDS

HUD RENT

$702K

CDW DIRECT

COMPUTER AND SOFTWARE SERVICES

$618K

Grants received

Showing 45 of 45

FromAmountPurposeYear
$28K
3 grant(s) for varying purposes
2024
$25K
PROGRAM SUPPORT
2024
$1K
APPLIANCES FOR GROUP HOMES
2024
$1K
GENERAL PURPOSES
2024
$1K
To support the continuation of the charitable mission of this organization
2024
$72K
TO HELP THE ORGANIZATION CONTINUE THEIR TAX EXEMPT PURPOSE
2023
$35K
For grant recipient's exempt purposes
2023
$5K
ENHANCING SERVICES DELIVERY THROUGH MOBILE DEVICES
2023
$5K
GENERAL OPERATING
2023
$1K
GENERAL PURPOSES
2023
$900
To support the continuation of the charitable mission of this organization
2023
$70K
TO HELP THE ORGANIZATION CONTINUE THEIR TAX EXEMPT PURPOSE
2022
$10K
For grant recipient's exempt purposes
2022
$5K
GENERAL OPERATING
2022
$800
TO SUPPORT THE CONTINUATION OF THE CHARITABLE MISSION OF THIS ORGANIZATION
2022
$200
EDUCATION
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$30
PROGRAM/OPERATING SUPPORT
2022
$55K
TO HELP THE ORGANIZATION CONTINUE THEIR TAX EXEMPT PURPOSE
2021
$62K
TO HELP THE ORGANIZATION CONTINUE THEIR TAX EXEMPT PURPOSE
2020
$33K
Mental Health Wellness
2020
$2K
EMPLOYEE MATCHING GIFTS
2020
$1K
HELP FOR THE DISABLED
2020
$600
TO SUPPORT THE CONTINUATION OF THE CHARITABLE MISSION OF THIS ORGANIZATION
2020
$65K
Mental Health Wellness
2019
$100K
TO HELP THE ORGANIZATION CONTINUE THEIR TAX EXEMPT PURPOSE
2018
$65K
Mental Health Wellness
2018
$500
TO SUPPORT THE PROGRAMS OF THE FUND
2018
$15K
Mental Health Wellness
2017

Funded by

$749K from 16 funders · 45 grants · 2017–2024

James C Wright Iii Irrevocable

$359K · 5 grants · 2018–2023

Moses Cone - Wesley Long Community

$177K · 4 grants · 2017–2020

Food Bank Of Central & Eastern Nc Inc

$51K · 6 grants · 2021–2023

Fidelity Investments Charitable Gift Fund

$46K · 2 grants · 2022–2023

Speedway Children's Charities

$45K · 2 grants · 2023–2024

The Winston-Salem Foundation

$28K · 1 grant · 2024

American Online Giving Foundation Inc

$12K · 2 grants · 2022–2023

Walter E Terhune Memorial Fund

$10K · 2 grants · 2022–2023

Details

EIN561326126
NTEE codeP40
Subsection03
Ruling date1982-06
Formed1981
Employees2299
Volunteers172
MONARCH — Mission, Financials & Grants Received | Grantivo