Civic Intelligence

Muskogee Organization Narcotic & Alcohol Referral Counseling Help

990 • Fiscal year 2015 • EIN 73-1209599

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 05, 2015

PO Box 1267Muskogee, OK 74402

(918) 682-7210

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.12x

Higher debt load relative to assets than 53% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

41st percentile

0.07x

Higher debt load relative to revenue than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

56th percentile

4.5%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

74th percentile

10%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

11%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,447,974

Up $136,924 (+10%) from 2014

Net Assets

Up

$1,269,377

Up $114,037 (+9.9%) from 2014

Liabilities

Up

$178,597

Up $22,887 (+15%) from 2014

Revenue

Up

$2,520,561

Up $254,498 (+11%) from 2014

Expenses

Up

$2,406,524

Up $243,734 (+11%) from 2014

Net Income

Up

$114,037

Up $10,764 (+10%) from 2014

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,112,440Liabilities 2011: $150,272Net Assets 2011: $962,1682011Assets 2012: $1,106,924Liabilities 2012: $121,769Net Assets 2012: $985,1552012Assets 2013: $1,183,250Liabilities 2013: $131,183Net Assets 2013: $1,052,0672013Assets 2014: $1,311,050Liabilities 2014: $155,710Net Assets 2014: $1,155,3402014Assets 2015: $1,447,974Liabilities 2015: $178,597Net Assets 2015: $1,269,3772015Assets 2016: $1,600,589Liabilities 2016: $355,703Net Assets 2016: $1,244,8862016Assets 2017: $1,718,601Liabilities 2017: $471,674Net Assets 2017: $1,246,9272017Assets 2018: $1,582,295Liabilities 2018: $452,228Net Assets 2018: $1,130,0672018Assets 2019: $1,694,139Liabilities 2019: $432,653Net Assets 2019: $1,261,4862019Assets 2020: $1,922,041Liabilities 2020: $731,843Net Assets 2020: $1,190,1982020Assets 2021: $1,763,669Liabilities 2021: $373,127Net Assets 2021: $1,390,5422021Assets 2022: $1,618,032Liabilities 2022: $389,134Net Assets 2022: $1,228,8982022Assets 2023: $3,451,659Liabilities 2023: $358,699Net Assets 2023: $3,092,9602023Assets 2024: $3,527,132Liabilities 2024: $359,720Net Assets 2024: $3,167,4122024Assets 2025: $3,753,675Liabilities 2025: $364,829Net Assets 2025: $3,388,8462025

Highlighted filing

2015

Assets$1,447,974
Liabilities$178,597
Net Assets$1,269,377

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,192,3932011Expenses 2012: $2,157,8902012Expenses 2013: $2,072,0292013Revenue 2014: $2,266,063Expenses 2014: $2,162,790Net Income 2014: $103,2732014Revenue 2015: $2,520,561Expenses 2015: $2,406,524Net Income 2015: $114,0372015Revenue 2016: $2,356,522Expenses 2016: $2,381,013Net Income 2016: -$24,4912016Revenue 2017: $2,339,593Expenses 2017: $2,337,551Net Income 2017: $2,0422017Revenue 2018: $2,281,034Expenses 2018: $2,397,894Net Income 2018: -$116,8602018Revenue 2019: $2,492,121Expenses 2019: $2,360,702Net Income 2019: $131,4192019Revenue 2020: $2,557,402Expenses 2020: $2,628,690Net Income 2020: -$71,2882020Revenue 2021: $2,768,121Expenses 2021: $2,567,777Net Income 2021: $200,3442021Revenue 2022: $2,495,493Expenses 2022: $2,615,639Net Income 2022: -$120,1462022Revenue 2023: $3,466,674Expenses 2023: $3,202,907Net Income 2023: $263,7672023Revenue 2024: $3,724,361Expenses 2024: $3,649,909Net Income 2024: $74,4522024Revenue 2025: $4,003,884Expenses 2025: $3,780,360Net Income 2025: $223,5242025

Highlighted filing

2015

Revenue$2,520,561
Expenses$2,406,524
Net Income$114,037
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$2,520,561
Mission and Program Overview

Mission

To provide quality, recovery oriented, trauma informed, gender sensitive, age appropriate, and culturally compentent services to men, women, and children whose lives have been affected by substance abuse and/or mental illness.

Womens substance abuse treatment facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$639,262$691,411▲ $52,149
Cash and Non-Interest-Bearing Accounts$484,365$517,695▲ $33,330
Accounts Receivable$166,722$210,471▲ $43,749
Prepaid Expenses and Deferred Charges$19,145$25,356▲ $6,211
Intangible Assets$1,555$1,189▼ $366
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$1,311,050$1,447,974▲ $136,924
Other Assets Total$1$1,852▲ $1,851
Liabilities
Accounts Payable and Accrued Expenses$155,710$178,597▲ $22,887
Total Liabilities$155,710$178,597▲ $22,887
Net Assets / Fund Balance
Unrestricted Net Assets$1,155,340$1,267,526▲ $112,186
Temporarily Rstr Net Assets-$1,851-
Total Net Assets Fund Balance$1,155,340$1,269,377▲ $114,037
Total Liabilities and Net Assets / Fund Balance$1,311,050$1,447,974▲ $136,924

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$487,756$608,165$1,095,921
Equipment$142,033$288,915$430,948
Land$61,622-$61,622
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Rachel NeighborsDirectorFT$105,850$105,850
Rita OakleyClinical DirectorFT$71,000$71,000
Lakisha ReedClinical SupervisoFT$57,801$57,801
Michelle RogersCase ManagerFT$49,515$49,515
Vera DowlingDirectorFT$46,000$46,000

Board Members and Trustees

NameTitle
Pedro ZardenetaPresident
Katey SherrickVice President
Daniel MillerBoard Member
Dr Kevin WadeBoard Member
Kevin IgertBoard Member
Mary KlendaBoard Member
Tom MartindaleBoard Memger
Taylor FosterMember
Tracey SzaboSecretary
Earnie GilderTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,868,959
Investment Income
$1,363
Other Revenue
$650,239
Change in Net Assets
$114,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,695,591
Other Expenses$710,933
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,379,039$153,227-$1,532,266
Occupancy$186,687$18,076-$204,763
Other Employee Benefits$146,993$16,332-$163,325
Depreciation Depletion$64,529$7,170-$71,699
Insurance$60,698$6,744-$67,442
Fees for Services Accounting$49,010$5,445-$54,455
Fees for Services Other$21,080$2,342-$23,422
Office Expenses$13,314$1,479-$14,793
All Other Expenses$11,048$1,228-$12,276
Other Expenses$9,300$1,576-$9,300
Advertising$4,931$548-$5,479
Total Functional Expenses$2,187,855$218,669$0$2,406,524
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Presented at board meeting

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Monarch Inc
EIN
73-1209599
Phone
9186827210
Address
PO BOX 1267, MUSKOGEE, OK 74402

Signing Officer

Name
Nancy Gaden
Title
CFO
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
10
Independent Board Members
0
Employees
55

Preparer

Firm
Clothier and Company Cpas
Address
219 N 3RD ST STE 201, MUSKOGEE, OK 74401-6693
Preparer
Robert O Clothier Jr
Phone
9186870189
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IRS990/InsuranceGrp/ManagementAndGeneralAmt06744
IRS990/InsuranceGrp/ProgramServicesAmt060698
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IRS990/IntangibleAssetsGrp/BOYAmt01555
IRS990/IntangibleAssetsGrp/EOYAmt01189
IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt018076
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IRS990/OccupancyGrp/TotalAmt0204763
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01479
IRS990/OfficeExpensesGrp/ProgramServicesAmt013314
IRS990/OfficeExpensesGrp/TotalAmt014793
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt01852
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016332
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0146993
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0163325
IRS990/OtherExpensesGrp/Desc0DIRECT CLIENT EXPENSE
IRS990/OtherExpensesGrp/Desc1VEHICLE
IRS990/OtherExpensesGrp/Desc2TRAINING
IRS990/OtherExpensesGrp/Desc3CARF CERTIFICATION
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IRS990/OtherExpensesGrp/ProgramServicesAmt140518
IRS990/OtherExpensesGrp/ProgramServicesAmt214188
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IRS990/OtherExpensesGrp/TotalAmt145020
IRS990/OtherExpensesGrp/TotalAmt215764
IRS990/OtherExpensesGrp/TotalAmt39300
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1623990
IRS990/OtherRevenueMiscGrp/BusinessCd2623990
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1125110
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2255649
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1125110
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2255649
IRS990/OtherRevenueTotalAmt0650239
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0153227
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01379039
IRS990/OtherSalariesAndWagesGrp/TotalAmt01532266
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025356
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623220
IRS990/ProgramServiceRevenueGrp/Desc0SUBSTANCE ABUSE REHAB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01868959
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01868959
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01000
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01222
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0655096
IRS990/PYOtherRevenueAmt0386090
IRS990/PYProgramServiceRevenueAmt01877751
IRS990/PYRevenuesLessExpensesAmt0103273
IRS990/PYSalariesCompEmpBnftPaidAmt01507694
IRS990/PYTotalExpensesAmt02162790
IRS990/PYTotalRevenueAmt02266063
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0114037
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01868959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01877751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01877751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01877751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01896718
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09398930
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01363
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01222
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01174
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04877
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportPY170Pct00.99950
IRS990ScheduleA/PublicSupportTotal170Amt09398930
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01868959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01877751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01877751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01877751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01896718
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09398930
IRS990ScheduleA/TotalSupportAmt09403807

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.75$0.36$3.39$4.00$3.78$0.22
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.36$3.17$3.72$3.65$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.45$0.36$3.09$3.47$3.20$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.39$1.23$2.50$2.62$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.76$0.37$1.39$2.77$2.57$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.92$0.73$1.19$2.56$2.63$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.43$1.26$2.49$2.36$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.45$1.13$2.28$2.40$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.47$1.25$2.34$2.34$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.36$1.24$2.36$2.38$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.18$1.27$2.52$2.41$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.16$1.16$2.27$2.16$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.13$1.05$2.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.12$0.99$2.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.15$0.96$2.19