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MONARCH

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Public IRS 990 nonprofit record

MONARCH

EIN 56-1326126 · Family Services (P40)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $81.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

80.89%of revenue went to mission work81.4% of expenses · Program services
$99.36spent for every $100 of revenueRevenue covered expenses this year.
18.47%of revenue went to management and office costs18.6% of expenses
$0.52in assets for every $1 spent this yearSome assets cannot be spent right away.
1.8%of its money came from giftsOther money may come from services or investments.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $614,526 for PEGGY TERHUNE (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$115,589,948
Mission workProgram services$93,495,38980.89% of revenue81.4% of expenses
ManagementOffice and general costs$21,351,20718.47% of revenue18.6% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$743,3520.64% of revenueShown in gray on the chart
Total expenses$114,846,59699.36% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 81.4% mission · 18.6% management · 0.0% fundraisingTotal expenses: 99.36% of revenue
2023Expense mix: 82.5% mission · 17.5% management · 0.0% fundraisingTotal expenses: 92.62% of revenue
2022Expense mix: 83.7% mission · 16.3% management · 0.0% fundraisingTotal expenses: 102.10% of revenue
2021Expense mix: 83.0% mission · 17.0% management · 0.0% fundraisingTotal expenses: 90.68% of revenue
2020Expense mix: 85.2% mission · 14.8% management · 0.0% fundraisingTotal expenses: 96.73% of revenue
2019Expense mix: 86.0% mission · 14.0% management · 0.0% fundraisingTotal expenses: 99.14% of revenue
2018Expense mix: 85.4% mission · 14.6% management · 0.0% fundraisingTotal expenses: 100.77% of revenue
2017Expense mix: 82.9% mission · 17.1% management · 0.0% fundraisingTotal expenses: 99.07% of revenue

Money in and money out

Revenue$115,589,948
Expenses$114,846,596
Annual surplus $743,352 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$93,495,389 · 81.4% of expenses
Management and office costs$21,351,207 · 18.6% of expenses
See all reported dollar amounts
Revenue$115,589,948
Expenses$114,846,596
Assets$59,624,587
Income$132,363,041
Contributions$2,071,387
Mission work (program services)$93,495,389
Management and general$21,351,207
Executive compensation (total)$2,019,106
Stocks and bonds$19,428,026
Accounting fees$211,662
Investing fees$58,941
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
PEGGY TERHUNECEO · 40 hrs/week $614,526
TERRI BERNHARDTCAO · 40 hrs/week $447,254
DR DOUGLAS SMITHPSYCHIATRIST · 40 hrs/week $424,376Base $423,776 · Other $600
DR JACQUELINE SMITHMEDICAL DIRECTOR · 40 hrs/week $328,742
TAMMY GEISCFO · 40 hrs/week $324,736Base $324,136 · Other $600
JOHN LATZMEDICAL DIRECTOR · 40 hrs/week $313,677
ROBERT MCHALEMEDICAL DIRECTOR · 40 hrs/week $285,006
BLAKE MARTINPRESIDENT · 40 hrs/week $274,499
DR AMY UNDERWOODPSYCHIATRIST · 40 hrs/week $274,319
LYNDRIL LEONARDSENIOR VP OF OPERATIONS · 40 hrs/week $223,576Base $222,976 · Other $600
CHRISTY SHAVERCOO · 40 hrs/week $221,519
GEOFFREY MOEHRKECIO · 40 hrs/week $212,117

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (30)

PEGGY TERHUNECEO

TERRI BERNHARDTCAO

DR DOUGLAS SMITHPSYCHIATRIST

DR JACQUELINE SMITHMEDICAL DIRECTOR

TAMMY GEISCFO

JOHN LATZMEDICAL DIRECTOR

ROBERT MCHALEMEDICAL DIRECTOR

BLAKE MARTINPRESIDENT

DR AMY UNDERWOODPSYCHIATRIST

LYNDRIL LEONARDSENIOR VP OF OPERATIONS

CHRISTY SHAVERCOO

GEOFFREY MOEHRKECIO

MELISSA HALLCOO

THERESA HALL-KENDRICKDIRECTOR

WILLIAM AUSTINFINANCE CHAIR

KENT EARNHARDTDIRECTOR

KARA S GUERRIEROPAST CHAIR

K MICHAEL SHAMBERGERDIRECTOR

JEAN ANDERSENSECRETARY

JEFFREY GASKINVICE CHAIR

JEFF IRVINDIRECTOR

ALEXIS G BUDGEDIRECTOR

JAY CHARLESDIRECTOR

ELIZABETH UNDERWOODDIRECTOR

DUNCAN E MUNNBOARD DEV CHAIR

DEBORAH STARKDIRECTOR

CAROLETTA METCALF DANIELSDIRECTOR

BENJAMIN MARSHCHAIR

ANDY STARZECKIDIRECTOR

AMIE BRENDLEDIRECTOR

About this charity

Recognized since
January 1982
Location
350 PEE DEE AVE STE A, ALBEMARLE, NC 28001-4932
County
Stanly
In care of
PEGGY TERHUNE
Primary officer
PEGGY TERHUNE, CHIEF EXECUTIVE OFFICER

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
DAVIDSON HOLLAND WHITESELL & CO PLLC
NTEE classification
Family Services (P40)
IRS tax category
Family Services

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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