Civic Intelligence

Monarch Disabled Housing Inc.

990 • Fiscal year 2016 • EIN 77-0546090

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 28, 2016

Organization ProfileN/A
380 Encinal Street Suite 200Santa Cruz, CA 95060

(831) 469-1700

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.57x

Higher debt load relative to assets than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

5.47x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

7th percentile

-52%

Higher net margin than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

27th percentile

-3.6%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

60th percentile

6.9%

Faster revenue growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$1,363,126

Down $50,955 (-3.6%) from 2015

Net Assets

Down

$592,354

Down $73,413 (-11%) from 2015

Liabilities

Up

$770,772

Up $22,458 (+3.0%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin7th percentile

Revenue

Up

$141,026

Up $9,152 (+6.9%) from 2015

Expenses

Up

$214,439

Up $43,710 (+26%) from 2015

Net Income

Down

-$73,413

Down $34,558 (-89%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,505,128Liabilities 2012: $699,407Net Assets 2012: $805,7212012Assets 2013: $1,478,447Liabilities 2013: $714,404Net Assets 2013: $764,0432013Assets 2014: $1,435,424Liabilities 2014: $730,802Net Assets 2014: $704,6222014Assets 2015: $1,414,081Liabilities 2015: $748,314Net Assets 2015: $665,7672015Assets 2016: $1,363,126Liabilities 2016: $770,772Net Assets 2016: $592,3542016Assets 2017: $1,337,427Liabilities 2017: $782,544Net Assets 2017: $554,8832017Assets 2018: $1,312,132Liabilities 2018: $802,614Net Assets 2018: $509,5182018Assets 2019: $1,281,351Liabilities 2019: $816,749Net Assets 2019: $464,6022019Assets 2020: $1,256,930Liabilities 2020: $835,186Net Assets 2020: $421,7442020Assets 2021: $1,251,259Liabilities 2021: $863,981Net Assets 2021: $387,2782021Assets 2022: $1,249,326Liabilities 2022: $904,044Net Assets 2022: $345,2822022Assets 2023: $1,195,249Liabilities 2023: $894,253Net Assets 2023: $300,9962023Assets 2024: $1,173,765Liabilities 2024: $943,013Net Assets 2024: $230,7522024

Highlighted filing

2016

Assets$1,363,126
Liabilities$770,772
Net Assets$592,354
Open 2016 Filing

Operations Trend

Revenue Growth60th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $118,569Expenses 2012: $181,619Net Income 2012: -$63,0502012Revenue 2013: $129,558Expenses 2013: $171,236Net Income 2013: -$41,6782013Revenue 2014: $128,112Expenses 2014: $187,533Net Income 2014: -$59,4212014Revenue 2015: $131,874Expenses 2015: $170,729Net Income 2015: -$38,8552015Revenue 2016: $141,026Expenses 2016: $214,439Net Income 2016: -$73,4132016Revenue 2017: $147,165Expenses 2017: $184,636Net Income 2017: -$37,4712017Revenue 2018: $155,184Expenses 2018: $200,549Net Income 2018: -$45,3652018Revenue 2019: $162,692Expenses 2019: $207,608Net Income 2019: -$44,9162019Revenue 2020: $167,581Expenses 2020: $210,439Net Income 2020: -$42,8582020Revenue 2021: $173,093Expenses 2021: $207,559Net Income 2021: -$34,4662021Revenue 2022: $180,471Expenses 2022: $222,467Net Income 2022: -$41,9962022Revenue 2023: $174,760Expenses 2023: $219,046Net Income 2023: -$44,2862023Revenue 2024: $186,198Expenses 2024: $256,442Net Income 2024: -$70,2442024

Highlighted filing

2016

Revenue$141,026
Expenses$214,439
Net Income-$73,413
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 28, 2016
Return Version
2015v2.1
Gross Receipts
$141,026
Mission and Program Overview

Mission

To provide low-income housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,299,977$1,279,640▼ $20,337
Savings and Temporary Cash Investments$111,153$82,127▼ $29,026
Prepaid Expenses and Deferred Charges-$1,317-
Accounts Receivable$2,951$42▼ $2,909
Total Assets$1,414,081$1,363,126▼ $50,955
Liabilities
Mortgage Notes Payable Secured by Investment Property$555,876$555,876→ $0
Other Liabilities$182,265$197,299▲ $15,034
Accounts Payable and Accrued Expenses$10,173$17,597▲ $7,424
Total Liabilities$748,314$770,772▲ $22,458
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,302,068$1,302,068→ $0
Unrestricted Net Assets$-636,301$-709,714▼ $73,413
Total Net Assets Fund Balance$665,767$592,354▼ $73,413
Total Liabilities and Net Assets / Fund Balance$1,414,081$1,363,126▼ $50,955

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$891,148$657,236$1,548,384
Land$388,492-$388,492
Other Land Buildings-$7,071$7,071
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Monica MartinezChairperson
John LivingstonVice-chairpe
Ann PomperBoardmember
Joe AppenrodtBoardmember
Sandy KaplanBoardmember
Steve LabergeBoardmember
PAUL O'BRIENSec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$135,232
Investment Income
$36
Other Revenue
$5,758
Change in Net Assets
$-73,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$141,026
Total Revenue per Audited Statements
$141,026
Total Revenue per Form 990
$141,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$214,439
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$50,889--$50,889
Interest$16,676--$16,676
Fees for Services Management-$15,336-$15,336
All Other Expenses$6,942$2,064-$9,006
Other Expenses$7,410$21,622-$7,410
Fees for Services Accounting-$6,880-$6,880
Insurance$3,991--$3,991
Office Expenses-$1,150-$1,150
Fees for Services Legal-$217-$217
Total Functional Expenses$167,170$47,269$0$214,439

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$214,439
Total Expenses per Audited Statements$214,439
Total Expenses per Form 990$214,439
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest Payable$193,174
Tenant Security Deposits$4,125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

“A draft copy of the form 990 is provided to the organization's board for review prior to filing the 990.”

Form 990, Page 6, Part VI, Line 12C

“The organization requires board members to annually declare potential conflicts of interest. Board members are required to recuse themselves from voting in any matter where a conflict real or perceived may be present.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflicts of interest policy and financial statements are available upon written request to the organization's board of directors.”

Filing and Contact Details

Filer

Filer Name
Monarch Disabled Housing Inc
EIN
77-0546090
Phone
8314691700
Address
380 ENCINAL STREET SUITE 200, SANTA CRUZ, CA 95060

Signing Officer

Name
Monica Martinez
Title
Chairperson
Phone
8314691700
Signed
2016-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica Martinez
Formed
2000
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
John J Teuteberg CPA
Address
PO BOX 1539, FREEDOM, CA 95019-1539
Preparer
John J Teuteberg
Phone
8317630997
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Monarch disable housing, inc. Is not subject to income taxes under code section 501(c)(3) of the internal revenue service, and code section 23701 (d) of the revenue and taxation code of the state of california. A number of monarch disabled housing, inc.'s tax returns remain subject to examination by tax authorities. These include u.s. Federal returns beginning in 2012 and california returns beginning in 2011.”

Raw XML Appendix386 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010173
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017597
IRS990/AccountsReceivableGrp/BOYAmt02951
IRS990/AccountsReceivableGrp/EOYAmt042
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE LOW-INCOME HOUSING.
IRS990/AddressChangeInd0X
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02064
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06942
IRS990/AllOtherExpensesGrp/TotalAmt09006
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0MONICA MARTINEZ
IRS990/BooksInCareOfDetail/PhoneNum08314691700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 ENCINAL ST STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095060
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036
IRS990/CYOtherExpensesAmt0214439
IRS990/CYOtherRevenueAmt05758
IRS990/CYProgramServiceRevenueAmt0135232
IRS990/CYRevenuesLessExpensesAmt0-73413
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0214439
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0141026
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt050889
IRS990/DepreciationDepletionGrp/TotalAmt050889
IRS990/Desc0THE ORGANIZATION PROVIDES LOW-INCOME HOUSING CONSISTING OF 18 UNITS FOR PSYCHIATRICALLY DISABLED ADULTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0167170
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06880
IRS990/FeesForServicesAccountingGrp/TotalAmt06880
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0217
IRS990/FeesForServicesLegalGrp/TotalAmt0217
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt015336
IRS990/FeesForServicesManagementGrp/TotalAmt015336
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0SANDY KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JOE APPENRODT
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN POMPER
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE LABERGE
IRS990/Form990PartVIISectionAGrp/PersonNm4MONICA MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN LIVINGSTON
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL O'BRIEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARDMEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARDMEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARDMEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARDMEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE-CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SEC/TREAS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0141026
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt03991
IRS990/InsuranceGrp/TotalAmt03991
IRS990/InterestGrp/ProgramServicesAmt016676
IRS990/InterestGrp/TotalAmt016676
IRS990/InvestmentIncomeGrp/ExclusionAmt036
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0664307
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01299977
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01279640
IRS990/LandBldgEquipCostOrOtherBssAmt01943947
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE LOW-INCOME HOUSING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0555876
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0555876
IRS990/NetAssetsOrFundBalancesBOYAmt0665767
IRS990/NetAssetsOrFundBalancesEOYAmt0592354
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01150
IRS990/OfficeExpensesGrp/TotalAmt01150
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MANAGEMENT AGREEMENT
IRS990/OtherExpensesGrp/Desc1CONTRACTS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021622
IRS990/OtherExpensesGrp/ProgramServicesAmt028021
IRS990/OtherExpensesGrp/ProgramServicesAmt143819
IRS990/OtherExpensesGrp/ProgramServicesAmt29422
IRS990/OtherExpensesGrp/ProgramServicesAmt37410
IRS990/OtherExpensesGrp/TotalAmt049643
IRS990/OtherExpensesGrp/TotalAmt143819
IRS990/OtherExpensesGrp/TotalAmt29422
IRS990/OtherExpensesGrp/TotalAmt37410
IRS990/OtherLiabilitiesGrp/BOYAmt0182265
IRS990/OtherLiabilitiesGrp/EOYAmt0197299
IRS990/OtherRevenueMiscGrp/BusinessCd0531390
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/BusinessCd2531390
IRS990/OtherRevenueMiscGrp/Desc0INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc1TENANT CHARGES
IRS990/OtherRevenueMiscGrp/Desc2LAUNDRY & VENDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03850
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11041
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2867
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03850
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11041
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2867
IRS990/OtherRevenueTotalAmt05758
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01317
IRS990/PrincipalOfficerNm0MONICA MARTINEZ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0135232
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0135232
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt033
IRS990/PYOtherExpensesAmt0170729
IRS990/PYOtherRevenueAmt01000
IRS990/PYProgramServiceRevenueAmt0130841
IRS990/PYRevenuesLessExpensesAmt0-38855
IRS990/PYTotalExpensesAmt0170729
IRS990/PYTotalRevenueAmt0131874
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-73413
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0141026
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0111153
IRS990/SavingsAndTempCashInvstGrp/EOYAmt082127
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt036
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt033
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0167
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0140990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0131841
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0128084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0129526
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0118531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0648972
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt036
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt033
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt032
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0167
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99970
IRS990ScheduleA/PublicSupportTotal509Amt0648972
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0140990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131841
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0128084
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0129526
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0118531
IRS990ScheduleA/Total509Grp/TotalAmt0648972
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0141026
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0131874
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0128112
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0129558
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0118569
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0649139
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0891148
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0657236
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01548384
IRS990ScheduleD/ExpensesSubtotalAmt0214439
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0388492
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0388492
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07071
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt07071
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0193174
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14125
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/RevenueSubtotalAmt0141026
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MONARCH DISABLE HOUSING, INC. IS NOT SUBJECT TO INCOME TAXES UNDER CODE SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE, AND CODE SECTION 23701 (D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. A NUMBER OF MONARCH DISABLED HOUSING, INC.'S TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES. THESE INCLUDE U.S. FEDERAL RETURNS BEGINNING IN 2012 AND CALIFORNIA RETURNS BEGINNING IN 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01279640
IRS990ScheduleD/TotalExpensesPerForm990Amt0214439
IRS990ScheduleD/TotalLiabilityAmt0197299
IRS990ScheduleD/TotalRevenuePerForm990Amt0141026
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0141026
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0214439
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S BOARD FOR REVIEW PRIOR TO FILING THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES BOARD MEMBERS TO ANNUALLY DECLARE POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING IN ANY MATTER WHERE A CONFLICT REAL OR PERCEIVED MAY BE PRESENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION'S BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01302068
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01302068
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01414081
IRS990/TotalAssetsEOYAmt01363126
IRS990/TotalAssetsGrp/BOYAmt01414081
IRS990/TotalAssetsGrp/EOYAmt01363126
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047269
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0167170
IRS990/TotalFunctionalExpensesGrp/TotalAmt0214439
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0748314
IRS990/TotalLiabilitiesEOYAmt0770772
IRS990/TotalLiabilitiesGrp/BOYAmt0748314
IRS990/TotalLiabilitiesGrp/EOYAmt0770772
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0665767
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0592354
IRS990/TotalProgramServiceExpensesAmt0167170
IRS990/TotalProgramServiceRevenueAmt0135232
IRS990/TotalRevenueGrp/ExclusionAmt036
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0140990
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141026
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01414081
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01363126
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-636301
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-709714
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0380 ENCINAL STREET SUITE 200
IRS990/USAddress/CityNm0SANTA CRUZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095060
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA MARTINEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum08314691700
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONARCH DISABLED HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0770546090
ReturnHeader/Filer/PhoneNum08314691700
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 ENCINAL STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770142495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN J TEUTEBERG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1539
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEDOM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0950191539
ReturnHeader/PreparerPersonGrp/PhoneNum08317630997
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J TEUTEBERG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-30T09:48:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,363,126
Liabilities
$770,772
Net assets
$592,354
Revenue
$141,026
Expenses
$214,439
Net income
-$73,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.94$0.23$0.19$0.26$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.89$0.30$0.17$0.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.90$0.35$0.18$0.22$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.86$0.39$0.17$0.21$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.84$0.42$0.17$0.21$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.82$0.46$0.16$0.21$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.80$0.51$0.16$0.20$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.78$0.55$0.15$0.18$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.77$0.59$0.14$0.21$0.07
2015Summary only. Only limited summary data is available for this year.$1.41$0.75$0.67$0.13$0.17$0.04
2014Summary only. Only limited summary data is available for this year.$1.44$0.73$0.70$0.13$0.19$0.06
2013Summary only. Only limited summary data is available for this year.$1.48$0.71$0.76$0.13$0.17$0.04
2012Summary only. Only limited summary data is available for this year.$1.51$0.70$0.81$0.12$0.18$0.06