Monarch
Public records show a registered, tax-exempt organization in good standing.
What it says it does
MONARCH IS COMMITTED TO SUPPORTING, EDUCATING AND EMPOWERING PEOPLE WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES, MENTAL ILLNESS, AND SUBSTANCE USE DISORDERS TO CHOOSE AND ACHIEVE WHAT IS IMPORTANT TO THEM. WE PROVIDE RESIDENTIAL, DAY/EMPLOYMENT, BEHAVIORAL HEALTH OUTPATIENT THERAPY AND OTHER PERIODIC SERVICES, CRISIS SERVICES, ASSERTIVE COMMUNITY TREATMENT TEAMS AND VARIOUS OTHER COMMUNITY SERVICES FOR PEOPLE WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. SERVING CHILDREN, ADULTS, AND FAMILIES, WE FOCUS ON INDEPENDENCE, GROWTH, AND RECOVERY AS APPROPRIATE.
- Income
- $115.6 million
- Spending
- $114.8 million
- Spent on programs
- 81%
- Reserves
- 2.1 months of spending
- Largest source of income
- fees for its services, 97%
- Employees
- 2,299
- Volunteers
- 172
- Highest pay
- $614,526, ceo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 62 out of 100. Higher than 59% of charities in its peer group (human services, over $100m).
Reserves
10 of 35Spendable reserves would cover 2.1 months of spending.
Debt
10 of 20It owes 45% of what it owns.
Living within its means
12 of 15Income exceeded spending by 1% of income.
Income trend
15 of 15Income rose 0% on the year before.
Spending floor
15 of 1581% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 29% of charities in its peer group (human services, over $100m).
Independent board
25 of 2517 of 17 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $39.6 million spent. MONARCH BEHAVIORAL HEALTH SERVICES: MONARCH PROVIDES OUTPATIENT THERAPY (INDIVIDUAL, FAMILY, GROUP), MEDICATION MANAGEMENT, PEER SUPPORTS, INTENSIVE IN-HOME, COMMUNITY SUPPORTS,TARGETED CASE MANAGEMENT, FACILITY BASED CRISIS, MOBILE CRISIS, ACTT, DWI SERVICES, AND PSYCHIATRIC SERVICES. 25,921 PATIENTS WERE SERVED IN THE CURRENT YEAR.
- $41.9 million spent. 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.
- $9.5 million spent. 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.
- $2.5 million spent. 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1982.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.