Civic Intelligence

Monarch Lifeworks

990 • Fiscal year 2016 • EIN 46-1509517

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

22001 Fairmount BlvdShaker Heights, OH 44118

(216) 932-2800

Siviq Scores

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

Liabilities / Assets

87th percentile

0.79x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.24x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

49th percentile

1.8%

Higher net margin than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

73rd percentile

10%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

27%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$541,948

Up $49,954 (+10%) from 2015

Net Assets

Up

$114,105

Up $13,557 (+13%) from 2015

Liabilities

Up

$427,843

Up $36,397 (+9.3%) from 2015

Revenue

Up

$1,807,808

Up $388,087 (+27%) from 2015

Expenses

Up

$1,774,458

Up $470,539 (+36%) from 2015

Net Income

Down

$33,350

Down $82,452 (-71%) from 2015

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

2016

Assets$541,948
Liabilities$427,843
Net Assets$114,105

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

2016

Revenue$1,807,808
Expenses$1,774,458
Net Income$33,350
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$1,807,808
Mission and Program Overview

Mission

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

Monarch Lifeworks provides supportive services of day habilitation and group living for adults with autism through vocational, social, and recreational programming including job training and placement based on the individual's inherent skills and desires for personal fulfillment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$311,801$265,436▼ $46,365
Cash and Non-Interest-Bearing Accounts$127,984$227,529▲ $99,545
Land, Buildings, and Equipment, Net$51,070$44,811▼ $6,259
Prepaid Expenses and Deferred Charges$1,139$4,172▲ $3,033
Total Assets$491,994$541,948▲ $49,954
Liabilities
Other Liabilities$250,000$250,000→ $0
Accounts Payable and Accrued Expenses$91,446$177,843▲ $86,397
Mortgage Notes Payable Secured by Investment Property$50,000--
Total Liabilities$391,446$427,843▲ $36,397
Net Assets / Fund Balance
Unrestricted Net Assets$100,548$114,105▲ $13,557
Total Net Assets Fund Balance$100,548$114,105▲ $13,557
Total Liabilities and Net Assets / Fund Balance$491,994$541,948▲ $49,954

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$44,811$67,890$112,701
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Adam JacobsChair-$617,921$617,921
Thomas BrowneTreasurer-$434,171$434,171
Jeffrey LoxDirector-$171,005$171,005
Leigh JohnsonSecretary-$145,059$145,059
Stephanie SenterVice President-$112,929$112,929
Debra MandellPresident-$103,006$103,006
Carl BrassExecutive DirectorPT$93,453$93,453
Susan RatnerDirector-$192$192

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$842
Program Service Revenue
$1,804,899
Investment Income
$0
Other Revenue
$2,067
All Other Contributions
$842
Change in Net Assets
$33,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,104,226
Other Expenses$670,232
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$889,020$0$0$889,020
Other Expenses$228,214$40,770$0$268,984
Occupancy$212,481$0$0$212,481
Other Employee Benefits$113,982$0$0$113,982
Payroll Taxes$86,950$0$0$86,950
Depreciation Depletion$35,159$0$0$35,159
Information Technology$32,645$0$0$32,645
Office Expenses$31,247$0$0$31,247
Fees for Services Other$27,205$0$0$27,205
Travel$15,787$0$0$15,787
Pension Plan Contributions$14,274$0$0$14,274
All Other Expenses$5,204$0$0$5,204
Insurance$5,091$0$0$5,091
Advertising$3,374$0$0$3,374
Fees for Services Accounting$0$980$0$980
Fees for Services Legal$0$292$0$292
Total Functional Expenses$1,732,416$42,042$0$1,774,458
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan from Related party$250,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Monarch Lifeworks
EIN
46-1509517
Phone
2169322800
Address
22001 FAIRMOUNT BLVD, SHAKER HEIGHTS, OH 44118

Signing Officer

Name
Carl R Brass
Title
Executive Director
Phone
2169322800
Signed
2017-05-11

Organization Details

Principal Officer
Carl R Brass
Formed
2012
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
1
Employees
61
Volunteers
0
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The preliminary Form 990 is reviewed by the Controller of Wingspan Care Group (a related organization), the Treasurer of Monarch Lifeworks, and RSM US LLP. It is then reviewed by the President and the Finance Committee of Bellefaire Jewish Children's Bureau (a related organization) prior to filing with the IRS. A copy is also made available to the Monarch Lifeworks Board prior to being filed with the IRS.

Pt VI, Line 12C

Monarch Lifeworks has adopted the conflict of interest policy of Bellefaire Jewish Children's Bureau, a related organization, that on an annual basis requires each board member complete a conflict of interest disclosure statement. This statement is distributed and collected by the Chair of the Risk Management Committee of Wingspan Care Group, a related organization, and is maintained in that office. Each disclosure statement that contains a "yes" answer to any one or more questions is given to the Executive Director of Monarch Lifeworks and the Board Chairman of Monarch Lifeworks who bring the matter, if material, to the Monarch Lifeworks Board of Directors. The Monarch Lifeworks Board of Directors determine if a conflict exists and if it is material.

Pt VI, Line 19

The governing documents and conflict of interest policy are made available to the public at the office of Monarch Lifeworks, 22001 Fairmount Blvd, Shaker Heights, OH 44118 during normal business hours. The financial statements are available to the public as requested for the same period of time as set forth in IRC Section 6104(d).

Pt VI, Line 6

Bellefaire is the sole member of Monarch Lifeworks.

Pt VI, Line 7A

Bellefaire has the power to elect members to the governing body of Monarch Lifeworks.

Pt VI, Line 7B

Bellefaire has the power to approve all decisions made by the governing body of Monarch Lifeworks.

Pt XI

Pension Liability Adjustment of ($19,793).

Pt VI, Line 8B

The organization does not have any committees.

Pt III, Line 2

In April 2016, the organization formed Xanthos House as a new program. A full description of this program can be seen on Form 990, Page 2, Part III, Line 4c.

Financial Statement Notes

Pt X, Line 2

The Financial Accounting Standards Board (FASB) provides guidance for how uncertain income tax positions should be recognized, measured, disclosed and presented in the consolidated financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing tax returns to determine whether the positions are more-likely-than not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not thresholds would be recorded as a tax benefit or expense and liability in the current year. For the years ended June 30, 2016 and 2015, management has determined that there are no uncertain tax positions. With few exeptions the Organization is no longer subject to tax examinations by the tax authorities for the years prior to 2012.

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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
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IRS990/PayrollTaxesGrp/TotalAmt086950
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014274
IRS990/PensionPlanContributionsGrp/TotalAmt014274
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04172
IRS990/PrincipalOfficerNm0CARL R BRASS
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IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0Board and Care
IRS990/ProgramServiceRevenueGrp/Desc1Day Habilitation
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0635613
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11169286
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MILTON GROUP HOME PROVIDES HOMEMAKER PERSONAL CARE WHICH IS DEFINED AS THE COORDINATED PROVISION OF A VARIETY OF SERVICES, SUPPORTS, AND SUPERVISION NECESSARY FOR THE HEALTH AND WELFARE OF AN INDIVIDUAL WHICH ENABLES THE INDIVIDUAL TO LIVE IN THE COMMUNITY. THESE ARE TASKS DIRECTED AT INCREASING THE INDEPENDENCE OF THE INDIVIDUAL WITHIN HIS OR HER HOME OR COMMUNITY. THE SERVICE INCLUDES TASKS DIRECTED AT THE INDIVIDUAL'S IMMEDIATE ENVIRONMENT THAT ARE NECESSITATED BY HIS OR HER PHYSICAL OR M
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0389191
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0412272
IRS990/ProgSrvcAccomActy3Grp/Desc0XANTHOS HOUSE IS A SUPPORTED LIVING PROGRAM/HOME FOR ADULTS WITH ASD. THE HOME SERVES AS THE PERMANENT ADRESS FOR SIX YOUNG ADULTS WITH AUTISM. WITH AROUND-THE-CLOCK STAFFING, PROVIDED BY BACHELOR DEGREE STAFF, TRAINED SPECIFICALLY IN ASD, INDIVIDUAL'S LIVE IN COMFORTABLE, SECURE HOME SETTING THAT IS SPECIFICALLY DESIGNED TO ENCOURAGE INDEPENDENCE, AS WELL AS STRENGTHEN SOCIAL, COMMUNICATION AND FUNCTIONAL LIFE SKILLS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0243724
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0185429
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02100
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IRS990/PYOtherRevenueAmt04449
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IRS990/PYRevenuesLessExpensesAmt0115802
IRS990/PYSalariesCompEmpBnftPaidAmt0838749
IRS990/PYTotalExpensesAmt01303919
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IRS990/ReconcilationRevenueExpnssAmt033350
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RevenueAmt01207198
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Miscellaneous Revenue 2013: 10260. 2014: 4449. 2015: 2067.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt042734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt045676
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt03888589
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02067
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04449
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt010260
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016776
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt04140
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt041536
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt042734
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt045676
IRS990ScheduleA/TotalSupportAmt062452
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt044811
IRS990ScheduleD/EquipmentGrp/DepreciationAmt067890
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0112701
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Loan from Related party
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Financial Accounting Standards Board (FASB) provides guidance for how uncertain income tax positions should be recognized, measured, disclosed and presented in the consolidated financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing tax returns to determine whether the positions are more-likely-than not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not thresholds would be recorded as a tax benefit or expense and liability in the current year. For the years ended June 30, 2016 and 2015, management has determined that there are no uncertain tax positions. With few exeptions the Organization is no longer subject to tax examinations by the tax authorities for the years prior to 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt044811
IRS990ScheduleD/TotalLiabilityAmt0250000
IRS990ScheduleJ/AnyNonFixedPaymentsInd0true
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt045000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt118500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt212500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0373113
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1249125
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2130530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt046056
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0158819
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt197028
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt214677
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt025749
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt117852
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt212689
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt015240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt151666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2609
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ADAM JACOBS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1THOMAS BROWNE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JEFFREY LOX
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0617921
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1434171
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2171005
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Adam Jacobs accrued deferred compensation of $69,995 for Supplemental Non-Qualified 457 Plans
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1Thomas Browne accrued deferred compensation of $39,564 for Supplemental Non-Qualified 457 Plans
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2Bonuses are discretionary based upon evaluation of annual performance
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt3The Executive Director of Monarch Lifeworks is paid through Wingspan Care Group, the parent company. His compensation is established and approved by the Board of Wingspan Care Group.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 4b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 4b
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 7
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt I Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The preliminary Form 990 is reviewed by the Controller of Wingspan Care Group (a related organization), the Treasurer of Monarch Lifeworks, and RSM US LLP. It is then reviewed by the President and the Finance Committee of Bellefaire Jewish Children's Bureau (a related organization) prior to filing with the IRS. A copy is also made available to the Monarch Lifeworks Board prior to being filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monarch Lifeworks has adopted the conflict of interest policy of Bellefaire Jewish Children's Bureau, a related organization, that on an annual basis requires each board member complete a conflict of interest disclosure statement. This statement is distributed and collected by the Chair of the Risk Management Committee of Wingspan Care Group, a related organization, and is maintained in that office. Each disclosure statement that contains a "yes" answer to any one or more questions is given to the Executive Director of Monarch Lifeworks and the Board Chairman of Monarch Lifeworks who bring the matter, if material, to the Monarch Lifeworks Board of Directors. The Monarch Lifeworks Board of Directors determine if a conflict exists and if it is material.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing documents and conflict of interest policy are made available to the public at the office of Monarch Lifeworks, 22001 Fairmount Blvd, Shaker Heights, OH 44118 during normal business hours. The financial statements are available to the public as requested for the same period of time as set forth in IRC Section 6104(d).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bellefaire is the sole member of Monarch Lifeworks.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bellefaire has the power to elect members to the governing body of Monarch Lifeworks.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Bellefaire has the power to approve all decisions made by the governing body of Monarch Lifeworks.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pension Liability Adjustment of ($19,793).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The organization does not have any committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8In April 2016, the organization formed Xanthos House as a new program. A full description of this program can be seen on Form 990, Page 2, Part III, Line 4c.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt III, Line 2
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Wingspan Care Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2Wingspan Care Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3Wingspan Care Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Applewood Centers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Wingspan Care Group
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Cuyahoga Connections
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3Bellefaire Jewish Children's Bureau

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