Civic Intelligence

Bill and Agnes Monk Family Foundation

EIN 47-5450179 • Greenville, NC

Pub. 78 Eligible
500-c Red Banks RoadGreenville, NC 27858
Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

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

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.00x

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

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Net Margin

81st percentile

67%

Higher net margin than 81% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

NTEE T20 • $10M-$25M nonprofits • Source year 2024

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

356%

Faster revenue growth than 90% of similar nonprofits.

NTEE T20 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$20,890,163

Up $3,125,255 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,890,163

Up $3,125,255 (+18%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin81st percentile

Revenue

Up

$4,727,702

Up $3,691,602 (+356%) from 2023

Expenses

Up

$1,571,754

Up $11,148 (+0.7%) from 2023

Net Income

Up

$3,155,948

Up $3,680,454 (+702%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$30M$20M$10M$0Assets 2015: $3,208Liabilities 2015: $0Net Assets 2015: $3,2082015Assets 2016: $49,898Liabilities 2016: $0Net Assets 2016: $49,8982016Assets 2017: $1,791,285Liabilities 2017: $0Net Assets 2017: $1,791,2852017Assets 2018: $18,154,772Liabilities 2018: $0Net Assets 2018: $18,154,7722018Assets 2019: $20,020,937Liabilities 2019: $0Net Assets 2019: $20,020,9372019Assets 2020: $19,605,281Liabilities 2020: $0Net Assets 2020: $19,605,2812020Assets 2021: $19,844,424Liabilities 2021: $0Net Assets 2021: $19,844,4242021Assets 2022: $18,350,921Liabilities 2022: $0Net Assets 2022: $18,350,9212022Assets 2023: $17,764,908Liabilities 2023: $0Net Assets 2023: $17,764,9082023Assets 2024: $20,890,163Liabilities 2024: $0Net Assets 2024: $20,890,1632024

Highlighted filing

2024

Assets$20,890,163
Liabilities$0
Net Assets$20,890,163
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2015: $10,001Expenses 2015: $6,793Net Income 2015: $3,2082015Revenue 2016: $49,803Expenses 2016: $3,113Net Income 2016: $46,6902016Revenue 2017: $1,746,427Expenses 2017: $5,040Net Income 2017: $1,741,3872017Revenue 2018: $16,724,367Expenses 2018: $360,880Net Income 2018: $16,363,4872018Revenue 2019: $2,622,845Expenses 2019: $765,792Net Income 2019: $1,857,0532019Revenue 2020: $499,450Expenses 2020: $868,876Net Income 2020: -$369,4262020Revenue 2021: $1,611,196Expenses 2021: $1,298,517Net Income 2021: $312,6792021Revenue 2022: $123,386Expenses 2022: $1,553,574Net Income 2022: -$1,430,1882022Revenue 2023: $1,036,100Expenses 2023: $1,560,606Net Income 2023: -$524,5062023Revenue 2024: $4,727,702Expenses 2024: $1,571,754Net Income 2024: $3,155,9482024

Highlighted filing

2024

Revenue$4,727,702
Expenses$1,571,754
Net Income$3,155,948
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,890,163
Liabilities
$0
Net assets
$20,890,163
Revenue
$4,727,702
Expenses
$1,571,754
Net income
$3,155,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$4.73$1.57$3.16
2023Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.04$1.56$0.52
2022Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.12$1.55$1.43
2021Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$1.61$1.30$0.31
2020Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$0.50$0.87$0.37
2019Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$2.62$0.77$1.86
2018Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$16.7$0.36$16.4
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.75$0.01$1.74
2016Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.05$0.00$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AURELIA STAFFORD MONKPres./Secret-$0--
MOLLY MONKVice Preside-$0--
WILLIAM C MONK JRChair/Treasu-$0--
Filing and Contact Details

Filer

Filer Name
Bill & Agnes Monk Family Foundation
EIN
47-5450179
Phone
2527536555
Address
500-C RED BANKS ROAD, GREENVILLE, NC 27858

Signing Officer

Name
William C Monk Jr
Title
Chair/treasurer
Phone
2527536555
Signed
2025-05-27

Preparer

Firm
Rogers & Company Cpas Pa
Address
3408 PINE STREET, MOREHEAD CITY, NC 28557
Preparer
Kimberly H Braxton CPA
Phone
2522474625
Raw XML AppendixShowing 400 of 409 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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OtherDecreasesSchedule/OtherDecreasesDetail/Amt030693
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BASIS ADJUSTMENTS STOCKS-SCHWAB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0169
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17700
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17700
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt052876
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt052876
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt150000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1GRANT ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt050000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt052876
TaxesSchedule/TaxesDetail/Amt07209
TaxesSchedule/TaxesDetail/Amt15440
TaxesSchedule/TaxesDetail/CategoryTxt02023 TAX BALANCE PAID
TaxesSchedule/TaxesDetail/CategoryTxt12022 TAX APPLIED TO 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C MONK JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02527536555
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILL & AGNES MONK FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0475450179
ReturnHeader/Filer/PhoneNum02527536555
ReturnHeader/Filer/USAddress/AddressLine1Txt0500-C RED BANKS ROAD
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027858
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760811573
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROGERS & COMPANY CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03408 PINE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOREHEAD CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC

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