Civic Intelligence

Monarch Global

990EZ • Fiscal year 2023 • EIN 82-1702036

Jun 01, 2022 to May 31, 2023 • Filed on Feb 12, 2024

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

95th percentile

1.04x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

26th percentile

-16%

Faster asset growth than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$9,507

Down $1,777 (-16%) from 2022

Net Assets

Down

-$426

Down $1,971 (-128%) from 2022

Liabilities

Up

$9,933

Up $194 (+2.0%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,971

Down $11,793 (-86%) from 2022

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2023

Assets$9,507
Liabilities$9,933
Net Assets-$426
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-
Expenses$1,971
Net Income-
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Feb 12, 2024
Return Version
2022v5.0
Gross Receipts
$0
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--
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
2024-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth Krantz CPA Inc
Address
23276 S POINTE DR SUITE 219, Laguna Hills, CA 92653
Preparer
Kenneth Krantz CPA
Phone
9492956991
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountINSURANCE 1,014BANK SERVICE CHARGES 132SUPPLIES 825”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLoan To Owner 9,739 9,933”

Raw XML Appendix125 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/BOYAmt011284
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09507
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1971
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011284
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09507
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt01545
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-426
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt01545
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-426
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/OtherExpensesTotalAmt01971
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09739
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09933
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01971
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025165
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079131
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0167500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0275796
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt014
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0275796
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt025165
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0167500
IRS990ScheduleA/Total509Grp/TotalAmt0275796
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt04000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt025165
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt079145
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0167500
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0275810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountINSURANCE 1,014BANK SERVICE CHARGES 132SUPPLIES 825
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLoan To Owner 9,739 9,933
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IRENE BOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09492806888
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-12
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/PhoneNum09492956991
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH KRANTZ CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-12T20:20:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IRENE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOLD
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,507
Liabilities
$9,933
Net assets
-$426
Revenue
-
Expenses
$1,971
Net income
-
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