Civic Intelligence

Monarch Lifeworks

990EZ • Fiscal year 2013 • EIN 46-1509517

Nov 13, 2012 to Jun 30, 2013 • Filed on May 13, 2014

22001 Fairmount Blvd44118
Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

99th percentile

4.40x

Higher debt load relative to revenue than 99% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

40th percentile

-0.4%

Higher net margin than 40% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$267,883

No earlier filing loaded for comparison.

Net Assets

-$230

No earlier filing loaded for comparison.

Liabilities

$268,113

No earlier filing loaded for comparison.

Revenue

$60,937

No earlier filing loaded for comparison.

Expenses

$61,167

No earlier filing loaded for comparison.

Net Income

-$230

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2013: $267,883Liabilities 2013: $268,113Net Assets 2013: -$2302013Assets 2014: $348,798Liabilities 2014: $338,762Net Assets 2014: $10,0362014Assets 2015: $491,994Liabilities 2015: $391,446Net Assets 2015: $100,5482015Assets 2016: $541,948Liabilities 2016: $427,843Net Assets 2016: $114,1052016Assets 2017: $606,735Liabilities 2017: $712,402Net Assets 2017: -$105,6672017Assets 2018: $656,390Liabilities 2018: $1,044,791Net Assets 2018: -$388,4012018Assets 2019: $1,030,608Liabilities 2019: $1,439,813Net Assets 2019: -$409,2052019Assets 2020: $991,879Liabilities 2020: $1,513,315Net Assets 2020: -$521,4362020Assets 2021: $1,539,677Liabilities 2021: $1,184,534Net Assets 2021: $355,1432021Assets 2022: $2,372,123Liabilities 2022: $869,564Net Assets 2022: $1,502,5592022Assets 2023: $2,583,477Liabilities 2023: $814,394Net Assets 2023: $1,769,0832023Assets 2024: $3,499,661Liabilities 2024: $1,064,235Net Assets 2024: $2,435,4262024

Highlighted filing

2013

Assets$267,883
Liabilities$268,113
Net Assets-$230

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2013: $60,937Expenses 2013: $61,167Net Income 2013: -$2302013Revenue 2014: $723,512Expenses 2014: $713,679Net Income 2014: $9,8332014Revenue 2015: $1,419,721Expenses 2015: $1,303,919Net Income 2015: $115,8022015Revenue 2016: $1,807,808Expenses 2016: $1,774,458Net Income 2016: $33,3502016Revenue 2017: $2,575,493Expenses 2017: $2,833,220Net Income 2017: -$257,7272017Revenue 2018: $3,539,309Expenses 2018: $3,788,203Net Income 2018: -$248,8942018Revenue 2019: $4,781,903Expenses 2019: $4,497,056Net Income 2019: $284,8472019Revenue 2020: $5,127,744Expenses 2020: $5,084,721Net Income 2020: $43,0232020Revenue 2021: $6,070,082Expenses 2021: $5,290,346Net Income 2021: $779,7362021Revenue 2022: $7,305,123Expenses 2022: $6,551,558Net Income 2022: $753,5652022Revenue 2023: $7,501,986Expenses 2023: $7,237,869Net Income 2023: $264,1172023Revenue 2024: $9,218,240Expenses 2024: $8,656,299Net Income 2024: $561,9412024

Highlighted filing

2013

Revenue$60,937
Expenses$61,167
Net Income-$230
Jump To
Filing Snapshot
Filing Period
Nov 13, 2012 to Jun 30, 2013
Signed
May 13, 2014
Return Version
2012v2.0
Mission and Program Overview

Mission

Monarch Lifeworks provides supportive services of day habilitation and group living for

Filing and Contact Details

Filer

EIN
46-1509517
Raw XML Appendix149 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
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IRS990EZ/CashSavingsAndInvestments/EOY0214222
IRS990EZ/ContributionsGiftsGrantsEtc00
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-230
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
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IRS990EZ/GrossReceipts060937
IRS990EZ/InfoInScheduleOPartI0X
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IRS990EZ/InitialReturn0X
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IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY00
IRS990EZ/NetAssetsOrFundBalances/EOY0-230
IRS990EZ/NetAssetsOrFundBalancesEOY0-230
IRS990EZ/OccupancyRentUtilitiesAndMaint03657
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition31.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition724.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc251403
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc311517
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc412531
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc56135
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0ADAM JACOBS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DEBRA MANDELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2STEPHANIE SENTER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3TOM BROWNE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4LEIGH JOHNSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5JEFF LOX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6SUSAN RATNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7CARL BRASS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5AT LARGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6AT LARGE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7EXECUTIVE DIRECTOR
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/EOY053661
IRS990EZ/OtherExpensesTotal09984
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0Vocational, social and recreational programs for adults with autism.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Monarch Lifeworks is a day habilitation program which provides vocational, social, and recreational programming for adults with autism including job training and placement based on the individuals' inherent skills and desires for personal fulfillment.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses061167
IRS990EZ/ProgramServiceRevenue060937
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits047526
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0OH
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/EOY0268113
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1022001 FAIRMOUNT BLVD
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0SHAKER HEIGHTS
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0OH
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode044118
IRS990EZ/TheBooksAreInCareOf/NamePerson0THOMAS BROWNE
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber02169322800
IRS990EZ/TotalAssets/BOY00
IRS990EZ/TotalAssets/EOY0267883
IRS990EZ/TotalExpenses061167
IRS990EZ/TotalProgramServiceExpenses061167
IRS990EZ/TotalRevenue060937
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleO/GeneralExplanation/Explanation0Reportable compensation is from related organizations
IRS990ScheduleO/GeneralExplanation/Explanation1OFFICE EXPENSES 1888. PROGRAM SUPPLIES 4093. TRAVEL 609. STAFF DEVELOPMENT 1065. INFORMATION TECHNOLOGY 1198. BANK FEES 1131.
IRS990ScheduleO/GeneralExplanation/Explanation2ACCOUNTS RECEIVABLE 0. 51787. PREPAID EXPENSES AND OTHER ASSETS 0. 1874.
IRS990ScheduleO/GeneralExplanation/Explanation3ACCOUNTS PAYABLE 0. 11912. ACCRUED SALARIES AND WITHHOLDINGS 0. 6031. ACCRUED VACATION 0. 170. LOANS PAYABLE 0. 250000.
IRS990ScheduleO/GeneralExplanation/Identifier0Pt IV
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990EZ, Part I, Line 16
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990EZ, Part II, Line 24
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0461509517
ReturnHeader/Filer/Name/BusinessNameLine10MONARCH LIFEWORKS
ReturnHeader/Filer/NameControl0MONA
ReturnHeader/Filer/Phone02169322800
ReturnHeader/Filer/USAddress/AddressLine1022001 FAIRMOUNT BLVD
ReturnHeader/Filer/USAddress/City0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044118
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-05-13
ReturnHeader/Officer/Name0CARL BRASS
ReturnHeader/Officer/Phone02169322800
ReturnHeader/Officer/Title0EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared02014-05-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101001 LAKESIDE AVE SUITE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0441141152
ReturnHeader/Preparer/Name0ZACHARY FORTSCH
ReturnHeader/Preparer/Phone02165231900
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-11-13
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-05-14T06:55:53-07:00

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Filings