Civic Intelligence

Monarch Foundation

990PF • Fiscal year 2015 • EIN 31-1233988

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 08, 2016

Organization Profile
400 Oak StreetCincinnati, OH 45219

(513) 871-3372

Siviq Scores

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

Liabilities / Assets

97th percentile

1.46x

Higher debt load relative to assets than 97% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

100th percentile

8978%

Faster revenue growth than 100% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$10,618

Up $2,148 (+25%) from 2014

Net Assets

Up

-$4,882

Up $803,548 (+99%) from 2014

Liabilities

Down

$15,500

Down $801,400 (-98%) from 2014

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin99th percentile

Revenue

Up

$805,185

Up $796,315 (+8978%) from 2014

Expenses

Down

$1,636

Down $1,750 (-52%) from 2014

Net Income

Up

$803,549

Up $798,065 (+14553%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2010: $165Liabilities 2010: $728,607Net Assets 2010: -$728,4422010Assets 2011: $1,142Liabilities 2011: $778,916Net Assets 2011: -$777,7742011Assets 2012: $3,488Liabilities 2012: $821,900Net Assets 2012: -$818,4122012Assets 2013: $7,986Liabilities 2013: $821,900Net Assets 2013: -$813,9142013Assets 2014: $8,470Liabilities 2014: $816,900Net Assets 2014: -$808,4302014Assets 2015: $10,618Liabilities 2015: $15,500Net Assets 2015: -$4,8822015Assets 2016: $7,665Liabilities 2016: $15,500Net Assets 2016: -$7,8352016

Highlighted filing

2015

Assets$10,618
Liabilities$15,500
Net Assets-$4,882
Open 2015 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $60,0912010Expenses 2011: $58,6432011Expenses 2012: $49,1782012Revenue 2013: $8,665Expenses 2013: $4,167Net Income 2013: $4,4982013Revenue 2014: $8,870Expenses 2014: $3,386Net Income 2014: $5,4842014Revenue 2015: $805,185Expenses 2015: $1,636Net Income 2015: $803,5492015Revenue 2016: $8,384Expenses 2016: $11,337Net Income 2016: -$2,9532016

Highlighted filing

2015

Revenue$805,185
Expenses$1,636
Net Income$803,549
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 8, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M ANDERSONTrustee-$0--
CHARLES P OLINGERTrustee/Director-$0--
RONALD HUSTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Monarch Foundation
EIN
31-1233988
Phone
5138713372
Address
400 OAK STREET, CINCINNATI, OH 45219

Signing Officer

Name
Charles P Olinger Md
Title
Trustee
Phone
5138713372
Signed
2016-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Taft Stettinius & Hollister Llp
Address
425 WALNUT STREET SUITE 1800, CINCINNATI, OH 45202-3957
Preparer
Ronald C Christian
Phone
5133812838
Raw XML Appendix336 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES M ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES P OLINGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RONALD HUSTON
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STEVEN G LOWE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010700 MONTGOMERY ROAD SUITE 226
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CINCINNATI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045242
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05132473900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TOTAL RESEARCH EXPENDITURES: - WORKERS COMP INSURANCE, INTERNET FEES, RESEARCH SOFTWARE & SUPPLIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0COMMUNITY FDN OF SARASOTA COUNTY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CHARLES P OLINGER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01800 2ND STREET SUITE 103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13084 VICTORIA AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CINCINNATI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034230
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd145208
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08768
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1796400
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0796400
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CONTRIBUTION TO MONARCH FOUNDATION OF OUTSTANDING LOANS PAYABLE BY MONARCH FOUNDATION TO DONOR
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-12-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01200
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt041
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt041
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt016
OtherIncomeSchedule2/OtherIncomeDetail/Desc0REFUND FROM CREDIT CARD SERVICE FEE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt016
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES P OLINGER MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05138713372
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0311233988
ReturnHeader/Filer/PhoneNum05138713372
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 OAK STREET
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045219
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310541755
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAFT STETTINIUS & HOLLISTER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0425 WALNUT STREET SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452023957
ReturnHeader/PreparerPersonGrp/PhoneNum05133812838
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD C CHRISTIAN
ReturnHeader/ReturnTs02016-08-15T10:14:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,618
Liabilities
$15,500
Net assets
-$4,882
Revenue
$805,185
Expenses
$1,636
Net income
$803,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.16$0.08$0.08$0.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.11$0.16$0.05$8.05$0.02$8.04
2014Detailed filing. Detailed filing data is available for this year.$0.08$8.17$8.08$0.09$0.03$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.08$8.22$8.14$0.09$0.04$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.03$8.22$8.18$0.49
2011Detailed filing. Detailed filing data is available for this year.$0.01$7.79$7.78$0.59
2010Detailed filing. Detailed filing data is available for this year.$0.00$7.29$7.28$0.60