Civic Intelligence

Monarch Fund

990PF • Fiscal year 2012 • EIN 26-6049750

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

Organization Profile
1901 Pennsylvania Ave NWRyan Olsen PLLC/M Graham Suite 7020006
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

1st percentile

-61%

Faster asset growth than 1% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,976,664

Down $3,056,575 (-61%) from 2011

Net Assets

Down

$1,976,664

Down $3,056,575 (-61%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,102,232

Up $3,248 (+0.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,971,766Liabilities 2010: $0Net Assets 2010: $6,971,7662010Assets 2011: $5,033,239Liabilities 2011: $0Net Assets 2011: $5,033,2392011Assets 2012: $1,976,664Liabilities 2012: $0Net Assets 2012: $1,976,6642012Assets 2013: $1,829,615Liabilities 2013: $0Net Assets 2013: $1,829,6152013Assets 2014: $792,436Liabilities 2014: $0Net Assets 2014: $792,4362014Assets 2015: $217,256Liabilities 2015: $0Net Assets 2015: $217,2562015

Highlighted filing

2012

Assets$1,976,664
Liabilities$0
Net Assets$1,976,664
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $593,8582010Expenses 2011: $1,098,9842011Expenses 2012: $1,102,2322012Revenue 2013: $24,496Expenses 2013: $171,545Net Income 2013: -$147,0492013Revenue 2014: $54,487Expenses 2014: $1,089,936Net Income 2014: -$1,035,4492014Revenue 2015: $527,171Expenses 2015: $1,104,083Net Income 2015: -$576,9122015

Highlighted filing

2012

Revenue-
Expenses$1,102,232
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY GRAHAMTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBRIGHAM & WOMEN'S HOSPITALRESEARCH OF DR HOWARD WEINERPUBLICBOSTON, MA, US$500,362
Paid GrantFOUNDATION FOR NEUROLOGIC DISEASESRESEARCH OF DR HOWARD WEINERPUBLIC CHARITYNEWBURYPORT, MA, US$500,362
Paid GrantTHE COMMUNITY FOUNDATIONEMERGENCY FUND FOR WASHINGTON POST CO EMPLOYEESPUBLICWASHINGTON, DC, US$100,000
Filing and Contact Details

Filer

EIN
26-6049750
Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-10-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset03486 SH WASH POST CL B
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1158 SH WASH POST CL B
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21525 SH WASH POST CL B
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500362
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EMERGENCY FUND FOR WASHINGTON POST CO EMPLOYEES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1RESEARCH OF DR HOWARD WEINER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2RESEARCH OF DR HOWARD WEINER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BRIGHAM & WOMEN'S HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FOUNDATION FOR NEUROLOGIC DISEASES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101201 15TH ST NW SUITE 420
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11DEVELOPMENT OFFICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1210 STATE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20116 HUNTINGTON AVE 5TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEWBURYPORT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode020005
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102116
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode201950
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01100724
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear094750
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted094750
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10922769
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20366801
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30442878
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02738422
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01005974
IRS990PF/UndistributedIncome/ExcessFromYear10922769
IRS990PF/UndistributedIncome/ExcessFromYear20366801
IRS990PF/UndistributedIncome/ExcessFromYear30442878
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions01100724
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01005974
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus02738422
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01732448
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount01106241
OtherDecreasesSchedule/OtherDecreases/Description0FMV OF STOCK DONATED < COST
OtherExpensesSchedule/OtherExpenses/Description0FOREIGN CUSTODY FEE
OtherExpensesSchedule/OtherExpenses/Description1OTHER
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome023
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks023
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks19
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01473
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01473
TaxesSchedule/Taxes/Amount03
TaxesSchedule/Taxes/Category0FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/NetInvestmentIncome03
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0266049750
ReturnHeader/Filer/InCareOfName0% ALISON OLSEN
ReturnHeader/Filer/Name/BusinessNameLine10MONARCH FUND
ReturnHeader/Filer/NameControl0MONA
ReturnHeader/Filer/USAddress/AddressLine101901 PENNSYLVANIA AVE NW
ReturnHeader/Filer/USAddress/AddressLine20Ryan Olsen PLLC/M Graham Suite 70
ReturnHeader/Filer/USAddress/City0WASHINGTON
ReturnHeader/Filer/USAddress/State0DC
ReturnHeader/Filer/USAddress/ZIPCode020006
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0MARY W GRAHAM
ReturnHeader/Officer/Phone02023205278
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10RYAN & OLSEN PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101901 PENNSYLVANIA AVENUE NW 701
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0DC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode020006
ReturnHeader/Preparer/Name0Alison J Olsen
ReturnHeader/Preparer/Phone02024960700
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T10:28:15-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,976,664
Liabilities
$0
Net assets
$1,976,664
Revenue
-
Expenses
$1,102,232
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.53$1.10$0.58
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$1.09$1.04
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.02$0.17$0.15
2012Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.10
2011Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$1.10
2010Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.59