Monarch Learning Center Charter School FY2020 filing

Tax-deductible

Redding, CA501(c)(3)Since 2000EducationEIN 68-0455686Revenue $1.3M in FY2020

On file with the IRSmonarchkids.comPo Box 992418, 96099-2418 · Redding, CATax-exempt since Jul 2001School — 170(b)(1)(A)(ii)

This page gets seen. Tell your story. Claim this org.

To cultivate an active family community where parents and staff together provide "more" individual, real, personal, and conceptual Learning for each student.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$116K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $19K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$116K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$69K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 10 voting members
Looks good: 8 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
Spent
$1.3M
To programs
94%
Net assets
$664K
By yearFY2020–FY2024
Revenue
$1.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.2M
FY2022$1.2M
FY2023$1.7M
FY2024$1.5M
FY2024$1.6M
Expenses
$1.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$1.1M
FY2022$1.3M
FY2023$1.5M
FY2024$1.6M
FY2024$1.9M
Net assets
$664K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$664K
FY2021$770K
FY2022$625K
FY2023$822K
FY2024$724K
FY2024$358K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2001.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $1.2M Management & general 6% · $69K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

10 people listed on the 990; $116K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Director
$63,426Pt VII · Sec A
$52,998Pt VII · Sec A
Booster Chai
$0Pt VII · Sec A
Representati
$0Pt VII · Sec A
Representati
$0Pt VII · Sec A
Representati
$0Pt VII · Sec A
Representati
$0Pt VII · Sec A
Representati
$0Pt VII · Sec A

Ethan Cohen’s $79K as Director is at the 18th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Ethan Cohen$78,767$88,748$83,835$71,986$67,800$63,426
Shanon Luebtow————$45,535$52,998
Lillie Leeka—$50,065————
Autumn Perez——$19,201———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Monarch Learning Center Charter School executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Cultivate active family communities for individualized student learning.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $1.2M · in their own filed words · FY2019
01

Operated developmentally appropriate instruction programs centered on language, mathematical, and scientific literacy and achieved through the three principals of respect, understanding, and excellence for approximately 100 students in kindergarten through eighth grade.

$1.2Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.0M
Other incomeLn 4–11$226K
Investment incomeLn 3$5K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.2M
Managementcol C$69K
Owns and owesPt X
$664K
net assets · Ln 32
Cash and savingsLn 1–2$272K
Total assetsLn 16$733K
LiabilitiesLn 26$69K
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$1.0M
Fees for servicesLn 2g$1K
Investment incomeLn 3$5K
Other incomeLn 4–11$226K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$270K
Cash and savings togetherLn 1–2$272K
Land, buildings, equipmentLn 10c$246K
Total assetsLn 16$733K
LiabilitiesLn 26$69K
Net assetsLn 32$664K
OperationsPt I, VI
EmployeesI 526
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$385K$272K
Land, buildings, equipmentLn 10c$268K$246K
Total assetsLn 16$732K$733K
LiabilitiesLn 26$95K$69K
Net assetsLn 32$637K$664K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$138K$104K$34K
Other salaries and wagesLn 7$373K$373K
Pension plan contributionsLn 8$53K$53K
Other employee benefitsLn 9$63K$63K
Payroll taxesLn 10$20K$19K$947
Management feesLn 11a$299K$279K$21K
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$117K$117K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$24K$23K$1K
OccupancyLn 16$18K$16K$2K
TravelLn 17$1K$1K
Conferences, conventions and meetingsLn 19$1K$1K
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$23K$23K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$98K$98K$2
Total functional expensesLn 25$1.3M$1.2M$69K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.5M$1.6M−$136K$724K 990 PDF
FY2023 $1.7M$1.5M$225K$822K 990 PDF
FY2022 $1.2M$1.3M−$127K$625K 990 PDF
FY2021 $1.2M$1.1M$104K$770K 990 PDF
FY2020 Viewing $1.3M$1.3M$31K$664K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,281,727 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $835,957$1,049,055
I-9 Program service revenuePrior year $727$1,004
I-10 Investment incomePrior year $6,195$5,407
I-11 Other revenue$226,261
I-12 Total revenuePrior year $842,879$1,281,727
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $548,614$646,089
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $395,967$604,976
I-18 Total expensesPrior year $944,581$1,251,065
I-19 Revenue less expensesPrior year −$101,702$30,662
Part VI · Governance 8 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members8
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $1,281,727 across 7 lines filed
VIII-1e Government grants$1,043,676
VIII-1f All other contributions, gifts and grants$5,379
VIII-1h Total contributions, gifts and grants$1,049,055
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,004$1,004
VIII-3 Investment incomeExcluded from tax $5,407$5,407
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $226,261$226,261
VIII-12 Total revenueRelated to mission $1,004 · Excluded from tax $231,668$1,281,727
Part IX · Statement of functional expenses $1,251,065 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $103,849 · Management $34,358$138,207
IX-7 Other salaries and wagesPrograms $372,512$372,512
IX-8 Pension plan contributionsPrograms $52,847$52,847
IX-9 Other employee benefitsPrograms $62,544$62,544
IX-10 Payroll taxesPrograms $19,032 · Management $947$19,979
IX-11a Management feesPrograms $278,584 · Management $20,794$299,378
IX-11c Accounting feesManagement $10,150$10,150
IX-11g Other fees for servicesPrograms $116,743$116,743
IX-12 Advertising and promotionPrograms $3,473$3,473
IX-13 Office expensesPrograms $22,634 · Management $1,409$24,043
IX-16 OccupancyPrograms $16,253 · Management $1,514$17,767
IX-17 TravelPrograms $1,030$1,030
IX-19 Conferences, conventions and meetingsPrograms $1,410$1,410
IX-20 InterestPrograms $1,952$1,952
IX-22 Depreciation, depletion and amortizationPrograms $22,890$22,890
IX-23 InsurancePrograms $8,069$8,069
IX-24 Other expenses (24a–d)Programs $98,069 · Management $2$98,071
IX-25 Total functional expensesPrograms $1,181,891 · Management $69,174 · Fundraising $0$1,251,065
Part X · Balance sheet $732,629 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $2,000$2,000
X-2 Savings and temporary cash investmentsStart of year $382,998$270,464
X-3 Pledges and grants receivableStart of year $78,389$214,649
X-10c Land, buildings and equipment, netStart of year $268,406$245,516
X-16 Total assetsStart of year $731,835$732,629
X-17 Accounts payable and accrued expensesStart of year $56,111$20,628
X-25 Other liabilitiesStart of year $38,832$48,014
X-26 Total liabilitiesStart of year $94,943$68,642
X-27 Net assets without donor restrictionsStart of year $607,781$632,420
X-28 Net assets with donor restrictionsStart of year $29,111$31,567
X-32 Total net assets or fund balancesStart of year $636,892$663,987
X-33 Total liabilities and net assetsStart of year $731,835$732,629
Part XI · Reconciliation of net assets $663,987 net assets at year end
XI-1 Total revenue$1,281,727
XI-2 Total expenses$1,251,065
XI-3 Revenue less expenses$30,662
XI-4 Net assets at start of year$636,892
XI-5 Net unrealized gains (losses) on investments−$3,567
XI-10 Net assets at end of year$663,987

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.