Civic Intelligence

Monarch Global

990EZ • Fiscal year 2022 • EIN 82-1702036

Jun 01, 2021 to May 31, 2022 • Filed on Jan 27, 2023

Organization Profile
5422 LA Palma AveLa Palma, CA 90623

(714) 280-6888

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.86x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

98th percentile

2.43x

Higher debt load relative to revenue than 98% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-244%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$11,284

Down $25 (-0.2%) from 2021

Net Assets

Down

$1,545

Down $9,764 (-86%) from 2021

Liabilities

Up

$9,739

Up $9,739 from 2021

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin3rd percentile

Revenue

Down

$4,000

Down $21,165 (-84%) from 2021

Expenses

Down

$13,764

Down $4,945 (-26%) from 2021

Net Income

Down

-$9,764

Down $16,220 (-251%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$40K$30K$20K$10K$0-$10KAssets 2019: $30,026Liabilities 2019: $02019Assets 2020: $4,853Liabilities 2020: $0Net Assets 2020: $4,8532020Assets 2021: $11,309Liabilities 2021: $0Net Assets 2021: $11,3092021Assets 2022: $11,284Liabilities 2022: $9,739Net Assets 2022: $1,5452022Assets 2023: $9,507Liabilities 2023: $9,933Net Assets 2023: -$4262023

Highlighted filing

2022

Assets$11,284
Liabilities$9,739
Net Assets$1,545
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $168,346Expenses 2019: $183,142Net Income 2019: -$14,7962019Revenue 2020: $79,145Expenses 2020: $81,921Net Income 2020: -$2,7762020Revenue 2021: $25,165Expenses 2021: $18,709Net Income 2021: $6,4562021Revenue 2022: $4,000Expenses 2022: $13,764Net Income 2022: -$9,7642022Expenses 2023: $1,9712023

Highlighted filing

2022

Revenue$4,000
Expenses$13,764
Net Income-$9,764
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Jan 27, 2023
Return Version
2021v4.2
Gross Receipts
$4,000
Mission and Program Overview

Mission

Global awareness of children cystic fibr

Program Services

DescriptionGrantsExpenses
Meetings with key contributors and fundraiser to generate funds necessary to establish key core of participants to carry out non-profit purpose-$13,764
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IRENE BOLDCEO-$0--
Filing and Contact Details

Filer

Filer Name
Monarch Global
EIN
82-1702036
Address
5422 LA PALMA AVE, La Palma, CA 90623

Signing Officer

Name
Irene Bold
Title
CEO
Phone
9492806888
Signed
2023-01-27
Discuss with paid preparer
No

Preparer

Firm
Kenneth Krantz CPA Inc
Address
23276 S POINTE DR SUITE 219, Laguna Hills, CA 92653
Preparer
Kenneth Krantz CPA
Phone
9498306840
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountINSURANCE 1,123BANK SERVICE CHARGES 355TRAVEL 2,496FRAUD 694SUPPLIES 109EVENT 4,318LICENSE 124”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearOWNER LOAN 0 9,739”

Raw XML Appendix130 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0IRENE BOLD
IRS990EZ/BooksInCareOfDetail/PhoneNum07142806888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05422 LA PALMA AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0La Palma
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090623
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011309
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011284
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9764
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04545
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011309
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011284
IRS990EZ/GrossReceiptsAmt04000
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011309
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01545
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011309
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01545
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0IRENE BOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09219
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Global awareness of children cystic fibr
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Meetings with key contributors and fundraiser to generate funds necessary to establish key core of participants to carry out non-profit purpose
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt013764
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09739
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013764
IRS990EZ/TotalProgramServiceExpensesAmt013764
IRS990EZ/TotalRevenueAmt04000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0167500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0275796
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0275796
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025165
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0167500
IRS990ScheduleA/Total509Grp/TotalAmt0275796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0167500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0275810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountINSURANCE 1,123BANK SERVICE CHARGES 355TRAVEL 2,496FRAUD 694SUPPLIES 109EVENT 4,318LICENSE 124
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearOWNER LOAN 0 9,739
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE BOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09492806888
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONARCH GLOBAL
ReturnHeader/Filer/BusinessNameControlTxt0MONA
ReturnHeader/Filer/EIN0821702036
ReturnHeader/Filer/USAddress/AddressLine1Txt05422 LA PALMA AVE
ReturnHeader/Filer/USAddress/CityNm0La Palma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824248933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH KRANTZ CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023276 S POINTE DR SUITE 219
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Laguna Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092653
ReturnHeader/PreparerPersonGrp/PhoneNum09498306840
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH KRANTZ CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-27T12:21:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IRENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOLD
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,284
Liabilities
$9,739
Net assets
$1,545
Revenue
$4,000
Expenses
$13,764
Net income
-$9,764
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.10$0.10$0.00$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.10$0.02$0.04$0.14$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.25$0.19$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.79$0.82$0.03
2019Summary only. Only limited summary data is available for this year.$0.30$0.00$1.68$1.83$0.15