2025-11-14T14:20:13-06:00 2025-06-30 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990EZ 2024-07-01 920797832 MONARCH EMPLOYEE CARE FUND MONA 7046613840 350 PEE DEE AVENUE 101 ALBEMARLE NC 28001 TERRI BERNHARDT EXECUTIVE DIRECTOR 7046613840 2025-11-14 1 1 MATTHEW MCKINNEY P01707028 8283222070 2025-11-10 2024 2025-03-06 01:10:19Z X N/A X X PUBLIC CHARITY 30092 X 28880 1212 30092 26074 1385 27459 2633 96059 0 98692 X 95777 94730 1469 3962 97246 98692 1187 0 96059 98692 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. 26074 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 28880 161986 82923 50183 28880 161986 10304 151682 35 1212 1247 163233 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 1,212. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: DUKE PROGRESS ENERGY. AMOUNT GIVEN: 441. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: PATRICIA MCDONALD. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CITY OF HAMLET - WATER. AMOUNT GIVEN: 111. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: ASHANTRIS BASS. AMOUNT GIVEN: 141. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: MAIN STREET RENEWAL. AMOUNT GIVEN: 1,359. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SERVISOLUTIONS. AMOUNT GIVEN: 1,185. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: EURY'S TRUCK STOP. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: TOMASEINA PARKER TALIB. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CLAY FLOORING. AMOUNT GIVEN: 1,250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: FAMILY TRUST FCU. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: RICKY TONEY. AMOUNT GIVEN: 800. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: BETSY BEASON. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: LINWOOD LEE JR. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: KIMBERLY MURRAY. AMOUNT GIVEN: 200. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: RAFEAL BERRY. AMOUNT GIVEN: 800. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: HEATHER MOODY. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: HOMEPLATE MOTORS. AMOUNT GIVEN: 350. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: USAA. AMOUNT GIVEN: 174. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CONSUMER PORTFOLIO SERVICES. AMOUNT GIVEN: 681. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: DUKE ENERGY. AMOUNT GIVEN: 92. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SELECT PORTFOLIO. AMOUNT GIVEN: 727. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: BLACKS TIRE. AMOUNT GIVEN: 598. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SAMANTHA AZAKA. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SLT PROPERTIES. AMOUNT GIVEN: 1,250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SAFELITE. AMOUNT GIVEN: 748. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: RENITA FELTON. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: IBX REALTY. AMOUNT GIVEN: 1,275. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: FM AUTO SERVICE. AMOUNT GIVEN: 718. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: PROGRESS RESIDENTIAL. AMOUNT GIVEN: 1,186. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: DAWNIKA JOHNSON. AMOUNT GIVEN: 219. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CALIBER COLLISION. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: DUKE ENERGY. AMOUNT GIVEN: 160. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CLEMENTS AUTOMOTIVE. AMOUNT GIVEN: 744. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CHANTAL FOUNTAIN. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: SOUTH MAIN APARTMENTS. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: DUKE ENERGY. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: KENSINGTON APARTMENTS. AMOUNT GIVEN: 580. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: CHEMISE GRAMLING. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: NASHCOMBE REALTY. AMOUNT GIVEN: 580. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: BAILEY ALSTON. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE HARDSHIP. GRANTEE NAME: S E C U. AMOUNT GIVEN: 1,205. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,074. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 210. DESCRIPTION: PROFESSIONAL LIABILITY INSURANCE. AMOUNT: 1,175. TOTAL TO FORM 990-EZ, LINE 16: 1,385. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 1,469. END OF YEAR AMOUNT: 3,962. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,187. END OF YEAR AMOUNT: 0. 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.