MONARCH: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MONARCH (EIN 56-1326126)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201343189349304969
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T14:35:38-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561706742 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON HOLLAND WHITESELL & CO PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 13TH AVE PLACE NW SUITE 200 | AddressLine1 |
| City | HICKORY | City |
| State | NC | State |
| ZIP Code | 28601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561326126 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONARCH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONA | NameControl |
| Phone | 7049861500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PEE DEE AVENUE | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PEGGY TERHUNE | Name |
| Title | CEO | Title |
| Phone | 7049861500 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M BALKE | Name |
| PTIN | P01056462 | PTIN |
| Phone | 8283222070 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PEGGY TERHUNE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PEE DEE AVENUE SUITE A | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 60419224 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MONARCHNC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | MONARCH IS COMMITTED TO SUPPORTING, EDUCATING, AND EMPOWERING PEOPLE WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES, MENTAL ILLNESS, AND/OR SUBSTANCE ABUSE ISSUES TO CHOOSE AND ACHIEVE WHAT IS IMPORTANT TO THEM. THE ORGANIZATION PROVIDES RESIDENTIAL, VOCATIONAL, DAY, BEHAVIORAL HEALTH, AND PERIODIC SUPPORTS AND SERVICES TO PEOPLE OF ALL AGES WHO HAVE INTELLECTUAL/DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS, AND/OR SUBSTANCE ABUSE ISSUES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1879 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 816468 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 206997 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 54714483 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 57703861 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22562 | InvestmentIncomePriorYear |
| Investment Income Current Year | 221353 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 193617 | OtherRevenuePriorYear |
| Other Revenue Current Year | 157592 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 55747130 | TotalRevenuePriorYear |
| Total Revenue Current Year | 58289803 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 41411783 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 43303233 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13776761 | OtherExpensePriorYear |
| Other Expenses Current Year | 14586503 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55188544 | TotalExpensesPriorYear |
| Total Expenses Current Year | 57889736 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 558586 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 400067 | RevenuesLessExpensesCY |
| Total Assets BOY | 12576569 | TotalAssetsBOY |
| Total Assets EOY | 13132392 | TotalAssetsEOY |
| Total Liabilities BOY | 5937714 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6160176 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6638855 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6972216 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | MONARCH IS COMMITTED TO SUPPORTING, EDUCATING AND EMPOWERING PEOPLE WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES, MENTAL ILLNESS, AND SUBSTANCE ABUSE ISSUES TO CHOOSE AND ACHIEVE WHAT IS IMPORTANT TO THEM. WE PROVIDE RESIDENTIAL, DAY/VOCATIONAL, BEHAVIORAL HEALTH OUTPATIENT THERAPY AND OTHER PERIODIC SERVICES, CRISIS SERVICES, AND VARIOUS OTHER COMMUNITY SERVICES FOR PEOPLE WITH INTELLECTUAL/DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS AND SUBSTANCE ABUSE ISSUES. SERVING CHILDREN, ADULTS, AND FAMILIES, WE FOCUS ON INDEPENDENCE, GROWTH, AND RECOVERY AS APPROPRIATE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 23164475 | Expense |
| Revenue | 28059292 | Revenue |
| Description | 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 CENTERED PLANNING FACILITATES USING AN INDIVIDUAL'S DREAMS, VALUES, AND FAMILY CULTURE TO CREATE GOALS FOR GREATER INDEPENDENCE AT HOME AND IN THE COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10226919 | Expense |
| Revenue | 11478036 | Revenue |
| Description | MONARCH DAY/VOCATIONAL SERVICES: MONARCH PROVIDES A VARIETY OF DAY/VOCATIONAL 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14879546 | Expense |
| Revenue | 18195802 | Revenue |
| Description | MONARCH BEHAVIORAL HEALTH SERVICES: MONARCH PROVIDES OUTPATIENT THERAPY (INDIVIDUAL, FAMILY, GROUP), MEDICATION MANAGEMENT, PEER SUPPORTS, INTENSIVE IN-HOME, COMMUNITY SUPPORTS,TARGETED CASE MANAGEMENT, DAY TREATMENT, ACTT, DWI SERVICES, AND PSYCHIATRIC SERVICES FOR PEOPLE WITH MENTAL ILLNESS AND FOR INDIVIDUALS RECOVERING FROM SUBSTANCE ABUSE. | Description |
Activity Other ActivityOther (2 entries)
| RevenueRevenue | DescriptionDescription |
|---|---|
| 77358 | THE ARC OF STANLY. |
| 33596 | SUPPORTS AND PUBLIC RELATIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 110954 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 48270940 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 344 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1879 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY JONES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7049861522 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PEE DEE AVENUE | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ANGELA BARBEE | ||||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |||
| BRENDA HINSON | ||||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| DAVID MCGOWEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PAUL JOHNSON | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| JAMES BAUER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES ALLEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY GASKIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LARRY HINSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARY MEDLIN | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| MELINDA RUMMAGE | ||||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | X | ||
| PENNY TOWNSEND | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RACHEL MORRISON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN SIRRATT SR | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL MCCRANN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA KEAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ZACHARIAH COMMANDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY LEE IRVIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KIMBERLY MCMAHON THOMPSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CINDY B JONES | ||||||||
| CFO | 40.00 | 122277 | 0 | 7360 | X | |||
| PEGGY TERHUNE | ||||||||
| CEO | 40.00 | 190468 | 0 | 14822 | X | |||
| THERESA BERNHARDT | ||||||||
| CAO | 40.00 | 118824 | 0 | 7360 | X | |||
| JAMES KELLEY | ||||||||
| COO | 40.00 | 113072 | 0 | 7360 | X | |||
| DANIEL BROWN | ||||||||
| CCO | 40.00 | 158770 | 0 | 7360 | X | |||
| DR ROBERT MCHALE | ||||||||
| MEDICAL DIRECTOR | 40.00 | 217852 | 0 | 7360 | X | |||
| DR DOUGLAS SMITH | ||||||||
| PSYCHIATRIST | 40.00 | 228674 | 0 | 7360 | X | |||
| DR KAREN BILLMIRE | ||||||||
| PSYCHIATRIST | 40.00 | 222348 | 0 | 0 | X | |||
| DR RANDALL PURDY JR | ||||||||
| PSYCHIATRIST | 40.00 | 215414 | 0 | 7360 | X | |||
| DR GERALD TAYLOR | ||||||||
| PSYCHIATRIST | 40.00 | 151287 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1738986 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 66342 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SYNERGY COVERAGE SOLUTIONS | |||||
| 217 S TRYON STREET | CHARLOTTE | NC | 28202 | WORKERS' COMP | 1004995 |
| KEY BENEFIT ADMINISTRATORS | |||||
| 8330 ALLISON POINTE TRAIL | INDIANAPOLIS | IN | 46250 | THIRD PARTY INSURANCE ADMINISTRATORS | 972950 |
| ONE SOURCE COMMUNICATIONS | |||||
| PO BOX 8385 | GREENVILLE | NC | 27835 | COMMUNICATION SERVICES | 761356 |
| WRIGHT EXPRESS FSC | |||||
| PO BOX 6293 | CAROL STREAM | IL | 601976283 | VEHICLE REPAIRS | 712474 |
| WALMART COMMUNITY BRC | |||||
| PO BOX 530933 | ATLANTA | GA | 303530933 | SUPPLIES | 535430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Federated Campaigns | 28147 | FederatedCampaigns |
| Government Grants | 117792 | GovernmentGrants |
| All Other Contributions | 61058 | AllOtherContributions |
| Total Contributions | 206997 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICAID/MEDICARE PAYM | 624100 | 29646164 | 29646164 |
| MENTAL HEALTH AGY. CONT | 624100 | 20305867 | 20305867 |
| RESIDENTS RENT | 624100 | 4934609 | 4934609 |
| VOCATIONAL REHAB | 624100 | 1030360 | 1030360 |
| COUNTY FUNDS | 624100 | 774832 | 774832 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1012029 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1012029 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 57703861 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37394 | TotalRevenueColumn |
| Exclusion | $37,394 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 83078 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 83078 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83078 | TotalRevenueColumn |
| Related Or Exempt Function Income | 83078 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1647356 | Securities |
| Other | 31400 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1481427 | Securities |
| Other | 13370 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 165929 | Securities |
| Other | 18030 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 183959 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18030 | RelatedOrExemptFunctionIncome |
| Exclusion | $165,929 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 61295 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 25896 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35399 | TotalRevenueColumn |
| Exclusion | $35,399 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 647843 | GrossSalesOfInventory |
| Cost Of Goods Sold | 608728 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39115 | TotalRevenueColumn |
| Related Or Exempt Function Income | 39115 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58289803 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57844084 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $238,722 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1033155 | Total |
| Management And General | 1033155 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33951620 | Total |
| Program Services | 29199347 | ProgramServices |
| Management And General | 4752273 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8318458 | Total |
| Program Services | 7011628 | ProgramServices |
| Management And General | 1306830 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118620 | Total |
| Management And General | 118620 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53050 | Total |
| Management And General | 53050 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186405 | Total |
| Program Services | 114230 | ProgramServices |
| Management And General | 72175 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221840 | Total |
| Program Services | 44767 | ProgramServices |
| Management And General | 177073 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2670695 | Total |
| Program Services | 2411573 | ProgramServices |
| Management And General | 259122 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96200 | Total |
| Program Services | 64254 | ProgramServices |
| Management And General | 31946 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 851444 | Total |
| Program Services | 584711 | ProgramServices |
| Management And General | 266733 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 422031 | Total |
| Program Services | 365512 | ProgramServices |
| Management And General | 56519 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACT SERVICES | 2810621 | 2470170 | 340451 |
| SUPPLIES | 1159931 | 1159931 | 0 |
| REPAIRS AND MAINTENANCE | 917665 | 527560 | 390105 |
| FOOD AND PROVISIONS | 909902 | 883899 | 26003 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4168099 | Total |
| Program Services | 3433358 | ProgramServices |
| Management And General | 734741 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57889736 | Total |
| Program Services | 48270940 | ProgramServices |
| Management And General | 9618796 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29358 | BOY |
| EOY | 30225 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1903960 | BOY |
| EOY | 1716259 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5058273 | BOY |
| EOY | 5938076 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7608 | BOY |
| EOY | 7608 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186934 | BOY |
| EOY | 294660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10417246 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 7097937 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3490907 | BOY |
| EOY | 3319309 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1561472 | BOY |
| EOY | 1566272 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 338057 | BOY |
| EOY | 259983 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12576569 | BOY |
| EOY | 13132392 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4059445 | BOY |
| EOY | 4209540 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 219585 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1601164 | BOY |
| EOY | 1543401 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277105 | BOY |
| EOY | 187650 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5937714 | BOY |
| EOY | 6160176 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6535213 | BOY |
| EOY | 6941448 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103642 | BOY |
| EOY | 30768 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6638855 | BOY |
| EOY | 6972216 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12576569 | BOY |
| EOY | 13132392 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 400067 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -66706 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 265888 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 188283 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 960147 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 816468 | CurrentTaxYearMinus1Year |
| Current Tax Year | 206997 | CurrentTaxYear |
| Total | 2437783 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38655243 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40730508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49853637 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 54870583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58045412 | CurrentTaxYear |
| Total | 242155383 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38921131 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40918791 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50813784 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55687051 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58252409 | CurrentTaxYear |
| Total | 244593166 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 244593166 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46641 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60079 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37394 | CurrentTaxYear |
| Total | 175462 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30160 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46641 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60079 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37394 | CurrentTaxYear |
| Total | 175462 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 38922319 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40948951 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50860425 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55747130 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58289803 | CurrentTaxYear |
| Total | 244768628 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99930 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99940 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00070 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00060 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 208394 | OtherCostOrOtherBasis |
| Book Value | 208394 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3170269 | OtherCostOrOtherBasis |
| Depreciation | 2204200 | Depreciation |
| Book Value | 966069 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 686232 | OtherCostOrOtherBasis |
| Depreciation | 477116 | Depreciation |
| Book Value | 209116 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6352351 | OtherCostOrOtherBasis |
| Depreciation | 4416621 | Depreciation |
| Book Value | 1935730 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3319309 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENTS' FUND | Description |
| Amount | $187,650 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 187650 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 58248993 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -66706 | NetUnrealizedGainsInvestments |
| Other Revenues | 25896 | OtherRevenues |
| Revenue Not Rptd F990 | -40810 | RevenueNotRptdF990 |
| Revenue Subtotal | 58289803 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 58289803 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 57915632 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 25896 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 25896 | ExpensesNotRptdF990 |
| Expenses Subtotal | 57889736 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 57889736 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2013 AND 2012, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND RECOGNIZED NO SUCH INTEREST OR PENALTIES DURING THE YEARS ENDED JUNE 30, 2013 AND 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED AGAINST INCOME ON 990 25,896. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED AGAINST INCOME ON 990 25,896. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 45900 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 45900 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 13040 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PROJECT CUPID | NameOfEvent2 |
| Gross Receipts Event2 | 7866 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 7866 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 9394 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 7529 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 7529 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 3462 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 61295 | GrossReceiptsTotal |
| Gross Revenue Total Events | 61295 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 25896 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 25896 | DirectExpenseSummaryEvents |
| Net Income Summary | 35399 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PEGGY TERHUNE | ||||||||||||||
| CEO | 190468 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 14822 | 0 | 205290 | 0 | 0 | 0 |
| DANIEL BROWN | ||||||||||||||
| CCO | 157762 | 0 | 1008 | 0 | 0 | 0 | 0 | 0 | 7360 | 0 | 166130 | 0 | 0 | 0 |
| DR ROBERT MCHALE | ||||||||||||||
| MEDICAL DIRECTOR | 216844 | 0 | 1008 | 0 | 0 | 0 | 0 | 0 | 7360 | 0 | 225212 | 0 | 0 | 0 |
| DR DOUGLAS SMITH | ||||||||||||||
| PSYCHIATRIST | 228574 | 0 | 100 | 0 | 0 | 0 | 0 | 0 | 7360 | 0 | 236034 | 0 | 0 | 0 |
| DR KAREN BILLMIRE | ||||||||||||||
| PSYCHIATRIST | 222098 | 0 | 250 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 222348 | 0 | 0 | 0 |
| DR RANDALL PURDY JR | ||||||||||||||
| PSYCHIATRIST | 215314 | 0 | 100 | 0 | 0 | 0 | 0 | 0 | 7360 | 0 | 222774 | 0 | 0 | 0 |
| DR GERALD TAYLOR | ||||||||||||||
| PSYCHIATRIST | 151187 | 0 | 100 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 151287 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JACKIE MCGOWEN | |||
| DAVE MCGOWEN IS A DIRECTOR AND THIS IS HIS SPOUSE. | 31998 | EMPLOYED BY THE ORGANIZATION. | 0 |
| BOB TERHUNE | |||
| PEGGY TERHUNE IS THE CEO AND THIS IS HER SPOUSE. | 52472 | EMPLOYED BY THE ORGANIZATION AS THE MAINTENANCE SUPERVISOR. | 0 |
| JEANETTE WILHELM | |||
| LARRY AND BRENDA HINSON ARE DIRECTORS AND ARE HER PARENTS. | 41038 | EMPLOYED BY THE ORGANIZATION. | 0 |
| LARRISA TERHUNE | |||
| CHILD OF CEO, PEGGY TERHUNE. | 16400 | EMPLOYED BY THE ORGANIZATION. | 0 |
| JOSH GRAHAM | |||
| CHILD OF CEO, PEGGY TERHUNE. | 1593 | EMPLOYED BY THE ORGANIZATION. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | PLEASE REFER TO SCHEDULE L FOR RELATIONSHIP DISCLOSURES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED BY THE CEO AND CFO OF MONARCH, INC., IN ADDITION TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS. THE AUDIT FIRM COMPLETING THE FORM WILL MEET AND REVIEW THE 990 WITH THE CEO, CFO, FINANCE COMMITTEE AND BOARD IF REQUESTED. THE FINANCE COMMITTEE CHAIR OR AUDITOR WILL REVIEW THE 990 WITH THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH BOARD MEMBER SIGNS THE CONFLICT OF INTEREST POLICY. IN ADDITION, EACH BOARD MEMBER IS CHARGED WITH IDENTIFYING THEIR OWN (OR OTHERS IF NOTICED) CONFLICTS OF INTEREST THROUGHOUT THE YEAR. EVIDENCE OF THIS IS RECORDED IN OUR BOARD MINUTES WHEN SOMEONE HAS A CONFLICT OF INTEREST AND RECUSES THEMSELVES FROM DISCUSSION AND VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD EXECUTIVE COMMITTEE SHALL ACT AS OR APPOINT A COMPENSATION COMMITTEE THAT HAS GENERAL OVERSIGHT OF THE ORGANIZATION'S COMPENSATION POLICIES AND PRACTICES FOR KEY EMPLOYEES AND EXECUTIVES OF MONARCH. SPECIFIC DUTIES OF THE COMPENSATION COMMITTEE INCLUDE: (1) YEARLY EVALUATION OF THE CHIEF EXECUTIVE OF THE ORGANIZATION INCLUDING SETTING OF THE CEO'S COMPENSATION, (2) REVIEW AND APPROVAL OF THE CEO'S RECOMMENDATIONS FOR COMPENSATING OTHER EXECUTIVES, AND (3) REVIEW AND APPROVAL OF POLICIES CONCERNING NON-CASH OR OTHER COMPENSATION OF EXECUTIVES. COMPARABLE INDUSTRY DATA IS UTILIZED IN THE PROCESSES DESCRIBED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, AUDIT AND CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE MAIN ADMINISTRATIVE OFFICE FOR ANYONE TO REVIEW. FORM 990 IS POSTED ON THE GUIDESTAR WEBSITE, AND AN ANNUAL REPORT IS PLACED ON THE ORGANIZATION'S WEBSITE. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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