Civic Intelligence

Monarch Lifeworks

990 • Fiscal year 2017 • EIN 46-1509517

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

22001 Fairmount BlvdShaker Heights, OH 44118

(216) 932-2800

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$606,735

Up $64,787 (+12%) from 2016

Net Assets

Down

-$105,667

Down $219,772 (-193%) from 2016

Liabilities

Up

$712,402

Up $284,559 (+67%) from 2016

Revenue And Expenses

Revenue

Up

$2,575,493

Up $767,685 (+42%) from 2016

Expenses

Up

$2,833,220

Up $1,058,762 (+60%) from 2016

Net Income

Down

-$257,727

Down $291,077 (-873%) from 2016

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

2017

Assets$606,735
Liabilities$712,402
Net Assets-$105,667

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

2017

Revenue$2,575,493
Expenses$2,833,220
Net Income-$257,727
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.0
Gross Receipts
$2,575,493
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$265,436$460,907▲ $195,471
Cash and Non-Interest-Bearing Accounts$227,529$115,699▼ $111,830
Land, Buildings, and Equipment, Net$44,811$18,202▼ $26,609
Prepaid Expenses and Deferred Charges$4,172$11,927▲ $7,755
Total Assets$541,948$606,735▲ $64,787
Liabilities
Accounts Payable and Accrued Expenses$177,843$454,259▲ $276,416
Other Liabilities$250,000$258,143▲ $8,143
Total Liabilities$427,843$712,402▲ $284,559
Net Assets / Fund Balance
Unrestricted Net Assets$114,105$-105,667▼ $219,772
Total Net Assets Fund Balance$114,105$-105,667▼ $219,772
Total Liabilities and Net Assets / Fund Balance$541,948$606,735▲ $64,787

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,202$94,499$112,701
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Adam JacobsChair-$646,965$646,965
Thomas BrowneTreasurer-$391,058$391,058
Jeffrey LoxDirector-$193,036$193,036
Leigh JohnsonSecretary-$164,525$164,525
Debra MandellPresident-$141,611$141,611
Stephanie SenterVice President-$117,837$117,837
Carl BrassExecutive DirectorPT$110,502$110,502

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,770
Program Service Revenue
$2,558,757
Investment Income
$0
Other Revenue
$14,966
All Other Contributions
$1,770
Change in Net Assets
$-257,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,731,923
Other Expenses$1,101,297
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,436,552$0$0$1,436,552
Occupancy$233,889$0$0$233,889
Other Employee Benefits$152,959$0$0$152,959
Payroll Taxes$136,310$0$0$136,310
All Other Expenses$131,151$0$0$131,151
Office Expenses$118,361$0$0$118,361
Information Technology$107,907$0$0$107,907
Other Expenses$47,053$0$0$47,053
Travel$35,550$0$0$35,550
Fees for Services Other$33,715$0$0$33,715
Depreciation Depletion$26,609$0$0$26,609
Fees for Services Accounting$0$9,080$0$9,080
Insurance$6,612$0$0$6,612
Pension Plan Contributions$6,102$0$0$6,102
Advertising$3,351$0$0$3,351
Fees for Services Legal$0$3,285$0$3,285
Total Functional Expenses$2,820,855$12,365$0$2,833,220
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$240,000
Deposits$18,143
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
2018-05-11

Organization Details

Principal Officer
Carl R Brass
Formed
2012
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
1
Employees
71
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 its sole member 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 its sole member 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 determines 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

Monarch Lifeworks has another related 501(c)(3) organization as its sole member.

Pt VI, Line 7A

The sole member of Monarch Lifeworks has the power to elect members to the governing body.

Pt VI, Line 7B

The sole member of Monarch Lifeworks has the power to approve all decisions made by the governing body.

Pt XI

Pension Liability Adjustment of $37,955.

Pt VI, Line 8B

The organization does not have any committees.

Pt III, Line 2

In April 2017, the organization formed Viridis House as a new program. A full description of this program can be seen on Form 990, Page 2, Part III, Line 4b.

Form 990, Part III, Line 4D

Other support services: in addition to operating the day rehabilitation and homes, monarch lifeworks

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, 2017 and 2016, 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 2014.

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IRS990/OtherSalariesAndWagesGrp/TotalAmt01436552
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0136310
IRS990/PayrollTaxesGrp/TotalAmt0136310
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06102
IRS990/PensionPlanContributionsGrp/TotalAmt06102
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04172
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011927
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/TotalRevenueColumnAmt01135416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11423341
IRS990/ProgSrvcAccomActy2Grp/Desc0XANTHOS HOUSE AND VIRIDIS HOUSE: FOR THE LAST FIVE YEARS, MONARCH LIFEWORKS HAS BEEN DEVELOPING SPECIALIZED HOME ENVIRONMENTS LIKE THE XANTHOS HOUSE AND VIRIDIS HOUSE, WITH ROUND-THE-CLOCK SUPPORT, WHERE ADULTS WITH AUTISM THRIVE. EMPLOYING 1:3 STAFFING RATIOS OR BETTER, OUR TEAM OF AUTISM EXPERTS ARE TRAINED IN BEST-PRACTICES, INCLUDING THE LIFEWORKS MONARCH MODEL, WHICH EMPHASIZES VISUAL LANGUAGE SUPPORTS AND STATE-OF-THE-ART TECHNOLOGY. THESE RESIDENTS LIVE IN A COMFORTABLE, SECURE HOME SETTI
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0653652
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0665823
IRS990/ProgSrvcAccomActy3Grp/Desc0MILTON HOUSE: IN THIS UNIVERSITY HEIGHTS HOME, FOUR ADULT RESIDENTS WITH AUTISM SPECTRUM DISORDER LIVE IN A COMFORTABLE, SECURE SETTING THAT IS SPECIFICALLY DESIGNED TO MEET THEIR UNIQUE NEEDS. THROUGH THE PROVISION OF HOMEMAKER/ PERSONAL CARE SERVICES, TRAINED PROFESSIONALS PROMOTE INDEPENDENCE, SOCIAL ENGAGEMENT, AND ONGOING DEVELOPMENT AMONG RESIDENTS. AS IN OTHER MONARCH LIFEWORKS HOMES, SUPPORTS ARE TAILORED TO PROMOTE STRUCTURE AND CONSISTENCY FOR RESIDENTS, WHILE STILL AFFORDING THEM THE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0701876
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0476523
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER SUPPORT SERVICES: IN ADDITION TO OPERATING THE DAY REHABILITATION AND HOMES, MONARCH LIFEWORKS ALSO OFFERS TRANSPORTATION SERVICES, WHICH ALLOW ADULTS WITH AUTISM TO GET TO AND FROM THEIR VOCATIONAL PROGRAMS, ACTIVELY ALLOW ADULTS WITH AUTISM TO GET TO AND FROM THEIR VOCATIONAL PROGRAMS, ACTIVELY ALLOW ADULTS WITH AUTISM TO GET TO AND FROM THEIR VOCATIONAL PROGRAMS, ACTIVELY ALLOW ADULTS WITH AUTISM TO GET TO AND FROM THEIR VOCATIONAL PROGRAMS, ACTIVELY ALLOW ADULTS WITH AUTISM TO GET TO A
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt038268
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt044489
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0842
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0670232
IRS990/PYOtherRevenueAmt02067
IRS990/PYProgramServiceRevenueAmt01804899
IRS990/PYRevenuesLessExpensesAmt033350
IRS990/PYSalariesCompEmpBnftPaidAmt01104226
IRS990/PYTotalExpensesAmt01774458
IRS990/PYTotalRevenueAmt01807808
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-257727
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01371922
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Miscellaneous Revenue 2013: $10,260. 2014: $4,449. 2015: $2,067. 2016: $14,966.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Other Income Part II, Line 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0842
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt042734
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt047446
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06447346
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt014966
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02067
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04449
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010260
IRS990ScheduleA/OtherIncome170Grp/TotalAmt031742
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt06296
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt041150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0842
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt042734
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt047446
IRS990ScheduleA/TotalSupportAmt079188
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt018202
IRS990ScheduleD/EquipmentGrp/DepreciationAmt094499
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0112701
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0240000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118143
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Loan from Related party
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Deposits
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, 2017 and 2016, 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 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018202
IRS990ScheduleD/TotalLiabilityAmt0258143
IRS990ScheduleJ/AnyNonFixedPaymentsInd0true
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt050000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt120000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt210000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt317500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0364273
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1232302
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2127475
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3138867
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt025791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt0176095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt189119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt29314
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt317922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022563
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt217322
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt318076
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt034035
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt131561
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2414
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt3671
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ADAM JACOBS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1THOMAS BROWNE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LEIGH JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3JEFFREY LOX
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0646966
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1391058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2164525
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3193036
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Adam Jacobs accrued deferred compensation of $98,841 for Supplemental Non-Qualified 457 Plans.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1Thomas Browne accrued deferred compensation of $19,928 for Supplemental Non-Qualified 457 Plans.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt2Bonuses are discretionary based upon evaluation of annual performance.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt3The chair, treasurer, secretary, and director of monarch lifeworks are paid through wingspan care group, the parent company. Their compensation is established and approved by the board of wingspan care group, with the proportional share charged to monarch lifeworks.
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 its sole member 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 its sole member 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 determines 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/ExplanationTxt3Monarch Lifeworks has another related 501(c)(3) organization as its sole member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The sole member of Monarch Lifeworks has the power to elect members to the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The sole member of Monarch Lifeworks has the power to approve all decisions made by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Pension Liability Adjustment of $37,955.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The organization does not have any committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8In April 2017, the organization formed Viridis House as a new program. A full description of this program can be seen on Form 990, Page 2, Part III, Line 4b.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER SUPPORT SERVICES: IN ADDITION TO OPERATING THE DAY REHABILITATION AND HOMES, MONARCH LIFEWORKS
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

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