North Carolina · Nonprofit
MONARCH
MONARCH (North Carolina) receives grants from 20 organizations whose IRS filings report $1,213,112 to it, the largest being DOGWOOD HEALTH TRUST ($700,000). 12 of them have funded it in more than one year.
- Revenue FY2025
- $116M
- Funders on record
- 20
- Grants received
- $1.2M
- Net assets
- $33M
What Monarch does
Mission
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.
As stated on its FY2025 Form 990.
Programs
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. 24,038 patients were served in the current year.
$38,718,242 spent$41,417,774 earned by the program44% of program spendingMonarch 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. 581 patients were served in the current year.
$37,444,839 spent$48,200,923 earned by the program43% of program spendingMonarch 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. 1,117 patients were served in the current year.
$8,624,871 spent$10,693,661 earned by the program10% of program spendingNc 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…
$3,212,709 spent$4,657,672 earned by the program4% of program spending
The 4 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $88,000,661.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $20M to $34M (+64%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 1% · 2018 2% · 2019 2% · 2020 2% · 2021 2% · 2022 13% · 2023 1% · 2024 4% · 2025 1%. Grants only. Government contracts and fees sit inside program revenue.
2% of MONARCH’s revenue is contributions — about as donation-reliant as the typical peer (17% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base broadened from 3 funders to 9 funders, grant income rose $1k → $48k.
7 of 20 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 20% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of MONARCH’s funders (the co-funder graph). Top 19 of 20 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
MONARCH leans on a few funders — its largest provides 58% of grant income and the top three 81%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
39% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund MONARCH.
Largest funder’s share by year: 2017 60% · 2018 92% · 2019 99% · 2020 88% · 2021 95% · 2022 55% · 2023 41% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
57% of MONARCH's funders are still giving 3 years after their first grant; 60% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
97% of MONARCH's grant income comes from North Carolina funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $240k arriving through sponsors registered in 7 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
MONARCH is better cushioned than half of the 178 human services nonprofits its size.
this organization peer median middle 50% of peers· 178 human services nonprofits over $100M, FY2025
Government funding MONARCH receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $8.8M on record — $8.7M federal, $7k state.
- Department of Health and Human Services$8.7M
- OK$6k
- FL$1k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like MONARCH
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In North Carolina
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
81% of spending goes to programs.
Governance
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for MONARCH: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds MONARCH?
- MONARCH (North Carolina) receives grants from 20 organizations whose IRS filings report $1,213,112 to it, the largest being DOGWOOD HEALTH TRUST ($700,000). 12 of them have funded it in more than one year.
- How many funders does MONARCH have?
- IRS filings report 20 organizations giving $1,213,112 in grants to MONARCH, 12 of which have funded it in more than one year.
- Who is the largest funder of MONARCH?
- DOGWOOD HEALTH TRUST is the largest funder on record, with $700,000 in grants. The full list of funders is on this page.
- How can an organization like MONARCH find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Monarch →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 20 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing