2025-01-20T10:30:11-06:00 2024-06-30 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990EZ 2023-07-01 920797832 MONARCH EMPLOYEE CARE FUND MONA 7046613840 350 PEE DEE AVENUE 101 ALBEMARLE NC 28001 TERRI BERNHARDT EXECUTIVE DIRECTOR 7046613840 2025-01-20 1 1 MATTHEW MCKINNEY P01707028 8283222070 2025-01-20 2023 2024-10-15 13:58:12Z X N/A X X PUBLIC CHARITY 50218 X 50183 35 50218 20554 791 1357 22702 27516 68543 0 96059 X 67742 95777 801 1469 68543 97246 0 1187 68543 96059 X THE MONARCH EMPLOYEE CARE FUND WAS ESTABLISHED TO HELP EMPLOYEES WHO ARE FACING FINANCIAL HARDSHIP DUE TO UNFORESEEN CIRCUMSTANCES LIKE A NATURAL DISASTER, HOUSE FIRE OR OTHER EMERGENCIES. THE FUND RELIES PRIMARILY ON CONTRIBUTIONS FROM THE COMMUNITY, MONARCH FAMILIES AND FRIENDS, AND TEAM MEMBERS AS WELL AS CORPORATE SUPPORT FROM MONARCH. TOGETHER, THOSE CONTRIBUTIONS PROVIDE TAX-FREE GRANTS TO HELP MONARCH'S CARING, COMPASSIONATE EMPLOYEES WHEN THEY ARE FACING LIFE'S UNEXPECTED CHALLENGES TO ASSIST MONARCH EMPLOYEES WITH UNEXPECTED FINANCIAL HARDSHIPS. 20554 0 0 JIM KELLY BOARD MEMBER 1.00 0 0 0 SHEILA BROWN BOARD MEMBER 1.00 0 0 0 DEBORAH STARK BOARD MEMBER 1.00 0 0 0 CARRIE WAIDE BOARD MEMBER 1.00 0 0 0 ANDY BASINGER BOARD MEMBER 1.00 0 0 0 LYNN USHER BOARD MEMBER 1.00 0 0 0 JANAN USHER BOARD MEMBER 1.00 0 0 0 MIKE GOODMAN BOARD MEMBER 1.00 0 0 0 PAM BANDER BOARD MEMBER 1.00 0 0 0 TERRI BERNHARDT BOARD MEMBER / EXECUTIVE D 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TAMMY GEIS 350 PEE DEE AVENUE SUITE 101 ALBEMARLE NC 28001 7046613840 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 82923 50183 133106 82923 50183 133106 133106 35 35 133141 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 35. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: DEECK MECHANICAL. DATE OF GIFT: 07/13/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: LUCAS AUTO. DATE OF GIFT: 07/20/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: KIMBERLY LEE. DATE OF GIFT: 07/20/23. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: ROBERTA COOPER. DATE OF GIFT: 09/01/23. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SANTANDER CAR PAYMNT. DATE OF GIFT: 09/01/23. AMOUNT GIVEN: 1,233. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: KARLAE WHITAKER. DATE OF GIFT: 09/28/23. AMOUNT GIVEN: 192. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: BEE SAFE. DATE OF GIFT: 09/28/23. AMOUNT GIVEN: 238. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SPARTAN MOVERS. DATE OF GIFT: 09/28/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: DUKE ENERGY. DATE OF GIFT: 09/28/23. AMOUNT GIVEN: 570. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: NATALIE QUICK. DATE OF GIFT: 10/18/23. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SOUTHEAST TOYOTA. DATE OF GIFT: 10/18/23. AMOUNT GIVEN: 873. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CITY OF TEGA CAY. DATE OF GIFT: 10/18/23. AMOUNT GIVEN: 377. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CLARK CHEVROLET CADILLAC. DATE OF GIFT: 10/18/13. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: JASMINE THOMPSON. DATE OF GIFT: 10/25/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: DUKE ENERGY. DATE OF GIFT: 10/25/13. AMOUNT GIVEN: 149. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: BLANDENBORO HOUSING AUTHORITY. DATE OF GIFT: 10/25/13. AMOUNT GIVEN: 370. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: FLAGSTAR MORTGAGE. DATE OF GIFT: 11/02/13. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: BETH TYLER. DATE OF GIFT: 11/16/13. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: PNC MORTGAGE. DATE OF GIFT: 11/16/13. AMOUNT GIVEN: 532. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: PEE DEE ELECTRIC. DATE OF GIFT: 11/16/13. AMOUNT GIVEN: 152. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: PNC MORTGAGE. DATE OF GIFT: 12/01/23. AMOUNT GIVEN: 532. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: JWD INVESTMENTS. DATE OF GIFT: 02/01/24. AMOUNT GIVEN: 1,080. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: PARK AT MIDTOWN. DATE OF GIFT: 03/07/24. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CALLIBER COLLISION. DATE OF GIFT: 04/18/24. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: HILLARY WELDON. DATE OF GIFT: 04/18/24. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: LEENHEER AUTOMOTIVE. DATE OF GIFT: 05/02/24. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CATHY WHITWORTH. DATE OF GIFT: 05/02/24. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: PLANET HOME LENDING. DATE OF GIFT: 05/02/24. AMOUNT GIVEN: 1,069. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CJ ARCHER HANDYMAN SERVICE. DATE OF GIFT: 05/23/24. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: JL HENDRICK HONDA. DATE OF GIFT: 06/27/24. AMOUNT GIVEN: 1,187. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,554. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 265. DESCRIPTION: PROFESSIONAL LIABILITY INSURANCE. AMOUNT: 1,092. TOTAL TO FORM 990-EZ, LINE 16: 1,357. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 801. END OF YEAR AMOUNT: 1,469. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,187. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.