Monarch Immigrant Services EIN 56-2376877

Monarch Immigrant Services FY2023 filing

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Empowering immigrants with fair access to life-changing support and resources. For fiscal year 2023 it reported $2.1M in revenue, $2.2M in expenses, and $737K in net assets.Pt I

Founded
2002
Type
Public charity (501(c)(3)) · Human Services
Location
Saint Louis, MO
Filings
2 on file (2023–2023)
Revenue
$2.1MFY2023
Expenses
$2.2M
Net assets
$737K
People
14
Filings
2
Updates
0
More identity details & actions ⌄
EIN  56-2376877 Public charity (501(c)(3)) Saint Louis, MO Founded 2002
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →
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Figures match the IRS filing checked 8/31/26 · see original: IRS
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Size
$1–10M
What they do
Empowering immigrants with fair access to life-changing support and resources.
Leadership
Mario Lozina · Treasurer
Money in and out
$2.1M revenue, $2.2M expenses
Bottom line
85% program efficiency
Where the money goes · FY2023
Total revenue
$2.1M
Pt VIII · Ln 12
Total expenses
$2.2M
Pt IX · Ln 25
Net assets
$737K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$100K
Where spending went · Part IX cols B–D
Program services $0.85 Management & general $0.15 Fundraising $0.00
Program efficiency
85%
of spending reaches programs
Operating runway
3.8mo
months of highly liquid reserves at operating expense rate
Surplus margin
-5%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$2.1M
FY2023
Expenses
$2.2M
FY2023
Total assets
$885K
FY2023
Total liabilities
$148K
FY2023
Total revenue
$2.1M
Pt VIII · Ln 12
Total expenses
$2.2M
Pt IX · Ln 25
Net assets
$737K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19−$100K
Total assetsPt X · Ln 16$885K
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 314
Independent voting membersPt I · Ln 414
Mission & Programs · Part III

Where the work happens

3 program services account for $1.6M of program spending, described in the organization's own filed words · FY2022.
01

Mental health services-provide counseling, psychotherapy, and crisis intervention primarily to immigrant and refugee clients. Agency is certified by state department of mental health and all therapists are minimally provisionally licensed.

$1.1Mprogram expense
02

Social services-provided to missouri seniors and persons with disabilities: case management, care coordination, and referral services in various languages to clients as well as their caregivers. Focus is on both us-and foreign-born populations, the majority of which fall well below the poverty line.

$349Kprogram expense
03

NATURALIZATION/CITIZENSHIP services are provided primarily to elderly refugees and elderly legal immigrants in the state of missouri. The agency provides expert assistance in the preparation of required paperwork and doumentation, education and tutoring in the english language, usa history civics, and representsclients at uscis and…

$199Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CMonarch Immigrant Services
EINHdr · item D56-2376877
Principal addressHdr · item CSaint Louis, MO
WebsiteHdr · item Jnone reported
Year of formationHdr · item L2002
State of legal domicileHdr · item MMO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P20)
Ruling yearIRS BMFSep 2003

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a14
Independent voting membersPt VI · Ln 1b14
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants$1.7M · 84%
Program service revenue$329K · 16%
Contributions & grants84%$1.7M
Program service revenue16%$329K
Investment income$5K
Other revenue$5K
— government grantsLn 1e$871K
Total revenueLn 12$2.1M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.15 Fundraising $0.00
Program services85%$1.9M
Management & general15%$317K
Fundraising$8K
Total functional expensesLn 25$2.2M

Balance Sheet

Part X · end of year
CashLn 1$678K
Total assetsLn 16$885K
Total liabilitiesLn 26$148K
Total net assetsLn 32$737K
Months of cash on handcomputed3.7

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $678K · Operating expenses (Pt IX) $2.2M · Less non-cash grants $55K · Cash operating expenses/yr $2.1M
3.8 months
Where the money goes
Program services
Program services $1.9M · Total expenses $2.2M
85%
Management & General
Management & general $317K · Total expenses $2.2M
15%
Fundraising
Fundraising $8K · Total expenses $2.2M
0.4%
Cost to raise $1
Fundraising expense $8K · Solicited contributions $868K
$0.01 to raise $1
Where the money comes from
Contribution dependence
Contributions & grants $1.7M · Total revenue $2.1M
84%
Government reliance
Government grants $871K · Total revenue $2.1M
42%
Earned-income share
Program service revenue $329K · Total revenue $2.1M
16%
Investment reliance
Investment income $5K · Total revenue $2.1M
+0.3%
Program self-sufficiency
Program service revenue $329K · Total expenses $2.2M
15%
Growth & trend
Revenue growth (YoY)
This year $2.1M · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $737K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $2.1M · Expenses $2.2M
-5%
Liabilities-to-Assets
Total liabilities — · Total assets $885K
Net-asset ratio
Net assets $737K · Total assets $885K
83%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $885K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Mario Lozina · Reported title TREASURER · Highest reported compensation $0 · Total expenses $2.2M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $1.6M · Total expenses $2.2M
73%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 85%
Overhead ratio 15%
Fundraising cost ratio 0.5%
Legal fee ratio 0.03%
Accounting fee ratio 0.1%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$6K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$2.7M revenue · ⤓ 990 PDF
FY2023$2.1M revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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