Civic Intelligence

Wake Monarch

990EZ • Fiscal year 2021 • EIN 83-2148694

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 17, 2021

Organization Profilewww.wakemonarchacademy.org
2124 Stonewall Farms DrFuquay Varina, NC 27526

(919) 418-2394

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

87th percentile

$5,865

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

95th percentile

236%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

199%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$216,141

Up $151,866 (+236%) from 2020

Net Assets

Up

$216,141

Up $151,866 (+236%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$177,534

Up $118,103 (+199%) from 2020

Expenses

Up

$27,644

Up $14,324 (+108%) from 2020

Net Income

Up

$149,890

Up $103,779 (+225%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$300K$200K$100K$0Assets 2020: $64,275Net Assets 2020: $64,2752020Assets 2021: $216,141Liabilities 2021: $0Net Assets 2021: $216,1412021Assets 2022: $150,234Liabilities 2022: $3,859Net Assets 2022: $146,3752022Assets 2023: $110,500Liabilities 2023: $14,557Net Assets 2023: $95,9432023Assets 2024: $264,019Liabilities 2024: $13,061Net Assets 2024: $250,9582024Assets 2025: $268,540Liabilities 2025: $23,809Net Assets 2025: $244,7312025

Highlighted filing

2021

Assets$216,141
Liabilities$0
Net Assets$216,141
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $59,431Expenses 2020: $13,320Net Income 2020: $46,1112020Revenue 2021: $177,534Expenses 2021: $27,644Net Income 2021: $149,8902021Revenue 2022: $189,046Expenses 2022: $246,848Net Income 2022: -$57,8022022Revenue 2023: $297,936Expenses 2023: $348,368Net Income 2023: -$50,4322023Revenue 2024: $517,344Expenses 2024: $364,864Net Income 2024: $152,4802024Revenue 2025: $439,488Expenses 2025: $445,340Net Income 2025: -$5,8522025

Highlighted filing

2021

Revenue$177,534
Expenses$27,644
Net Income$149,890
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 17, 2021
Return Version
2020v4.1
Gross Receipts
$177,534
Mission and Program Overview

Mission

Recovery from substance abuse by youth

Program Services

DescriptionGrantsExpenses
TO CREATE PROGRAMS AND ENVIRONMENTS AIMED AT THE PREVENTION, REDUCTION OF, AND RECOVERY FROM SUBSTANCE ABUSE BY YOUTH.--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEAH WRIGHTExecutive DirectorPT$5,865-$5,865
STEPHANIE BOURNEChairmanPT$0--
JIMMY WRIGHTDirector-$0--
BONNIE DUNCANVice ChairmanPT$0--
MELISSA MCIVERDirector-$0--
RODNEY POOLEDirector-$0--
MICHELLE UMSTEADDirectorPT$0--
KIM MORRISSecretary-$0--
BRIAN MEHLMANDirector-$0--
JAKE SUMMERSDirector-$0--
PATRICK GOCKEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wake Monarch
EIN
83-2148694
Phone
9194182394
Address
2124 STONEWALL FARMS DR, FUQUAY VARINA, NC 27526

Signing Officer

Name
Leah Wright
Title
Executive Director
Signed
2021-11-17
Discuss with paid preparer
Yes

Preparer

Firm
William T DePriest CPA
Address
5631 Old Randleman Rd, Greensboro, NC 27406
Preparer
William T DePriest
Phone
3366769800
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Travel 262”

Form 990-EZ, Part I, Line 16, Other Expenses

“Meals and entertainment 2”

Form 990-EZ, Part I, Line 16, Other Expenses

“Fundraising 14,871”

Form 990-EZ, Part I, Line 16, Other Expenses

“BANK FEES 465”

Form 990-EZ, Part I, Line 16, Other Expenses

“OFFICE SUPPLIES 763”

Form 990-EZ, Part I, Line 16, Other Expenses

“LICENSES 50”

Form 990-EZ, Part I, Line 16, Other Expenses

“MISCELLANEOUS 411”

Form 990-EZ, Part I, Line 16, Other Expenses

“WEBSITE 766”

Form 990-EZ, Part I, Line 20, Net Assets

“Accrued payroll taxes 1,976”

Raw XML Appendix174 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/PersonNm0MICHELLE UMSTEAD
IRS990EZ/BooksInCareOfDetail/PhoneNum09193602402
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01808 VERSA COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APEX
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0216141
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0177534
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0149890
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02862
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt064275
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0216141
IRS990EZ/GrossReceiptsAmt0177534
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064275
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0216141
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064275
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0216141
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6006.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10002.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05865
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEAH WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE BOURNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIMMY WRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BONNIE DUNCAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MELISSA MCIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RODNEY POOLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELLE UMSTEAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIM MORRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRIAN MEHLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JAKE SUMMERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10PATRICK GOCKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01976
IRS990EZ/OtherExpensesTotalAmt017590
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RECOVERY FROM SUBSTANCE ABUSE BY YOUTH
IRS990EZ/PrintingPublicationsPostageAmt0819
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO CREATE PROGRAMS AND ENVIRONMENTS AIMED AT THE PREVENTION, REDUCTION OF, AND RECOVERY FROM SUBSTANCE ABUSE BY YOUTH.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06373
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt027644
IRS990EZ/TotalRevenueAmt0177534
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.wakemonarchacademy.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0177534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt058801
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0237485
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0237485
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0177534
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt058801
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01150
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0237485
IRS990ScheduleA/TotalSupportAmt0237485
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/LicensedStatesCd0NC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Meals and entertainment 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fundraising 14,871
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK FEES 465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE SUPPLIES 763
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSES 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS 411
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE 766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACCRUED PAYROLL TAXES 1,976
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 20, Net Assets
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEAH WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAKE MONARCH
ReturnHeader/Filer/BusinessNameControlTxt0WAKE
ReturnHeader/Filer/EIN0832148694
ReturnHeader/Filer/PhoneNum09194182394
ReturnHeader/Filer/USAddress/AddressLine1Txt02124 STONEWALL FARMS DR
ReturnHeader/Filer/USAddress/CityNm0FUQUAY VARINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William T DePriest CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05631 Old Randleman Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greensboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027406
ReturnHeader/PreparerPersonGrp/PhoneNum03366769800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William T DePriest
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-17T03:40:28-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WRIGHT
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$216,141
Liabilities
$0
Net assets
$216,141
Revenue
$177,534
Expenses
$27,644
Net income
$149,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.69$0.24$2.45$4.39$4.45$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.13$2.51$5.17$3.65$1.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.15$0.96$2.98$3.48$0.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.04$1.46$1.89$2.47$0.58
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$1.78$0.28$1.50
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.64$0.59$0.13$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits