Civic Intelligence

Monarch Family Services

EIN 47-1813490 • 501(c)3 • Houston, TX

Profile

Psychological services - individual and group counseling, testing and assessments

3730 Kirby Dr Ste 904Houston, TX 77098
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.95x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.21x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$125,300

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-1.7%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$467,482

Down $224,957 (-32%) from 2022

Liabilities

Up

$443,894

Up $113,711 (+34%) from 2022

Net Assets

Down

$23,588

Down $338,668 (-93%) from 2022

Revenue

Down

$2,069,705

Down $15,013 (-0.7%) from 2022

Expenses

Down

$2,294,135

Down $326,486 (-12%) from 2022

Net Income

Up

-$224,430

Up $311,473 (+58%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0-$200KAssets 2015: $28,970Net Assets 2015: $23,9462015Assets 2016: $56,858Liabilities 2016: $3,810Net Assets 2016: $53,0482016Assets 2017: $160,377Liabilities 2017: -$4,849Net Assets 2017: $165,2262017Assets 2018: $256,572Liabilities 2018: $46,530Net Assets 2018: $210,0422018Assets 2019: $371,317Liabilities 2019: $25,019Net Assets 2019: $346,2982019Assets 2020: $772,996Liabilities 2020: $301,423Net Assets 2020: $471,5732020Assets 2021: $725,146Liabilities 2021: $299,380Net Assets 2021: $425,7662021Assets 2022: $692,439Liabilities 2022: $330,183Net Assets 2022: $362,2562022Assets 2024: $467,482Liabilities 2024: $443,894Net Assets 2024: $23,5882024

Highlighted filing

2024

Assets$467,482
Liabilities$443,894
Net Assets$23,588

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2015: $124,716Expenses 2015: $100,770Net Income 2015: $23,9462015Revenue 2016: $320,378Expenses 2016: $290,253Net Income 2016: $30,1252016Revenue 2017: $644,197Expenses 2017: $520,768Net Income 2017: $123,4292017Revenue 2018: $3,206Expenses 2018: $1,202,359Net Income 2018: -$1,199,1532018Revenue 2019: $1,583,654Expenses 2019: $1,398,722Net Income 2019: $184,9322019Revenue 2020: $2,615,706Expenses 2020: $2,418,603Net Income 2020: $197,1032020Revenue 2021: $2,180,000Expenses 2021: $4,998,590Net Income 2021: -$2,818,5902021Revenue 2022: $2,084,718Expenses 2022: $2,620,621Net Income 2022: -$535,9032022Revenue 2024: $2,069,705Expenses 2024: $2,294,135Net Income 2024: -$224,4302024

Highlighted filing

2024

Revenue$2,069,705
Expenses$2,294,135
Net Income-$224,430

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$2,084,718
Mission and Program Overview

Mission

Psychological nbsp;testing nbsp;counseling nbsp;and nbsp;assessments

Adoption and foster services with related activities such as pyschological services

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$725,126$550,275▼ $174,851
Cash and Non-Interest-Bearing Accounts$193,852$90,902▼ $102,950
Accounts Receivable-$51,262-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$918,978$692,439▼ $226,539
Liabilities
Unsecured Notes Loans Payable-$261,193-
Accounts Payable and Accrued Expenses$25,635$68,990▲ $43,355
Total Liabilities$25,635$330,183▲ $304,548
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$893,343$362,256▼ $531,087
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$893,343$362,256▼ $531,087
Total Liabilities and Net Assets / Fund Balance$918,978$692,439▼ $226,539
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dr Valerie JacksonExecutive DirectorFT$129,000$129,000

Board Members and Trustees

NameTitle
Dr Joyce HuffmanPresident
Tyesha ElamLegal Advisor
Dr Desi RiosResearcher/data Analyst
Joy JonesSecretary
Shareen NashTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$218,885
Program Service Revenue
$1,847,688
Investment Income
$129
Other Revenue
$18,016
Change in Net Assets
$-535,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,397,443
Salaries, Compensation, and Employee Benefits$1,113,178
Grants and Similar Amounts Paid$110,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$959,621--$959,621
Other Salaries and Wages$361,514$368,070-$729,584
Payroll Taxes$181,298$32,238-$213,536
Current Officers, Directors, Trustees, and Key Employees-$129,000-$129,000
Grants to Domestic Orgs$110,000--$110,000
Insurance$105,843--$105,843
Office Expenses$19,610$19,758-$39,368
Other Employee Benefits$36,188--$36,188
Occupancy$29,116--$29,116
Other Expenses$21,905$131,434-$21,905
Fees for Services Accounting$8,950--$8,950
Information Technology$8,462--$8,462
All Other Expenses$7,452$448-$7,900
Pension Plan Contributions-$4,870-$4,870
Travel$2,840--$2,840
Interest$1,560--$1,560
Fees for Services Management$1,161--$1,161
Advertising$150--$150
Total Functional Expenses$1,934,803$685,818$0$2,620,621
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

Form 990 is reviewed by the executive director with the preparer of the form 990.

Part VI, Section B, Line 12C

Conflicts of interest disclosures are requested to be disclosed at each meeting.

Part VI, Section B, Line 15A

Compensation of employees is reviewed and compared with the compensation of similar organizations.

Part VI, Section C, Line 19

All financial reports, tax returns and governing documents are available upon requests.

Part VII, Line 1A(B)

Governance and daily management

Part VII, Line 1A(B)

GOVERNANCE

Part VII, Line 1A(B)

GOVERNANCE

Part VII, Line 1A(B)

FINANCIAL MANAGEMENT

Part VII, Line 1A(B)

LEGAL GOVERNANCE

Part VII, Line 1A(B)

RESEARCH

Filing and Contact Details

Filer

Filer Name
Monarch Family Services
EIN
47-1813490
In Care Of
% VALERIE JACKSON
Phone
2812363989
Address
3730 KIRBY DR STE 904, HOUSTON, TX 77098

Signing Officer

Name
Valerie Jackson
Title
Executive Director
Phone
2812363989
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Valerie Jackson
Formed
2014
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
5
Employees
39

Preparer

Firm
Erskine Payne CPA Pllc
Address
10103 FONDREN, SUITE 350, HOUSTON, TX 77096
Preparer
Erskine Payne
Phone
2816577402
Supplemental Narrative

Additional Explanations

Part IX, Line 11G

Various outside contract services

Raw XML Appendix399 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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IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt08202580
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02084589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02615706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01583645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01274443
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0644197
IRS990ScheduleA/Total509Grp/TotalAmt08202580
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02084718
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02615706
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01583645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01274443
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0644197
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08202709
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR WITH THE PREPARER OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST DISCLOSURES ARE REQUESTED TO BE DISCLOSED AT EACH MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF EMPLOYEES IS REVIEWED AND COMPARED WITH THE COMPENSATION OF SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL FINANCIAL REPORTS, TAX RETURNS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNANCE AND DAILY MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7FINANCIAL MANAGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8LEGAL GOVERNANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9RESEARCH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10VARIOUS OUTSIDE CONTRACT SERVICES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9PART VII, LINE 1A(B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0918978
IRS990/TotalAssetsEOYAmt0692439
IRS990/TotalAssetsGrp/BOYAmt0918978
IRS990/TotalAssetsGrp/EOYAmt0692439
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0218885
IRS990/TotalEmployeeCnt039
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0685818
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01934803
IRS990/TotalFunctionalExpensesGrp/TotalAmt02620621
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025635
IRS990/TotalLiabilitiesEOYAmt0330183
IRS990/TotalLiabilitiesGrp/BOYAmt025635
IRS990/TotalLiabilitiesGrp/EOYAmt0330183
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0893343
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0362256
IRS990/TotalProgramServiceExpensesAmt0824805
IRS990/TotalProgramServiceRevenueAmt01847688
IRS990/TotalReportableCompFromOrgAmt0129000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01865833
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02084718
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0918978
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0692439
IRS990/TravelGrp/ProgramServicesAmt02840
IRS990/TravelGrp/TotalAmt02840
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0261193
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03700 Kirby Drive
IRS990/USAddress/AddressLine2Txt0SUITE 904
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077098
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02812363989
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONARCH FAMILY SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0471813490
ReturnHeader/Filer/InCareOfNm0% VALERIE JACKSON
ReturnHeader/Filer/PhoneNum02812363989
ReturnHeader/Filer/USAddress/AddressLine1Txt03730 KIRBY DR STE 904
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273789172
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERSKINE PAYNE CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010103 FONDREN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077096
ReturnHeader/PreparerPersonGrp/PhoneNum02816577402
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERSKINE PAYNE
ReturnHeader/ReturnTs02023-11-15T10:00:48-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VALERIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACKSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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