Civic Intelligence

The Monarch School Monarch Institute for Neurological Diff

990 • Fiscal year 2014 • EIN 76-0534389

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 17, 2015

Organization Profilewww.monarchschool.org

View Organization Page

2815 Rosefield Drive77080

(713) 479-0800

Siviq Scores

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

Liabilities / Assets

50th percentile

0.25x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.71x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

27th percentile

-1.8%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$215,022

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

54th percentile

4.3%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-21%

Faster revenue growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$20,297,055

Up $845,004 (+4.3%) from 2013

Net Assets

Down

$15,313,334

Down $124,211 (-0.8%) from 2013

Liabilities

Up

$4,983,721

Up $969,215 (+24%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin27th percentile

Revenue

$6,975,823

No earlier filing loaded for comparison.

Expenses

Up

$7,100,034

Up $1,325,056 (+23%) from 2013

Net Income

-$124,211

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$30M$20M$10M$0Assets 2010: $8,071,758Liabilities 2010: $2,410,470Net Assets 2010: $5,661,2882010Assets 2011: $9,327,625Liabilities 2011: $2,227,937Net Assets 2011: $7,099,6882011Assets 2012: $13,966,553Liabilities 2012: $1,543,450Net Assets 2012: $12,423,1032012Assets 2013: $19,452,051Liabilities 2013: $4,014,506Net Assets 2013: $15,437,5452013Assets 2014: $20,297,055Liabilities 2014: $4,983,721Net Assets 2014: $15,313,3342014Assets 2015: $19,155,428Liabilities 2015: $3,971,958Net Assets 2015: $15,183,4702015Assets 2016: $17,706,606Liabilities 2016: $3,429,381Net Assets 2016: $14,277,2252016Assets 2017: $16,492,983Liabilities 2017: $2,629,669Net Assets 2017: $13,863,3142017Assets 2018: $15,541,336Liabilities 2018: $2,039,292Net Assets 2018: $13,502,0442018Assets 2019: $14,819,469Liabilities 2019: $1,628,012Net Assets 2019: $13,191,4572019Assets 2020: $14,914,284Liabilities 2020: $1,866,356Net Assets 2020: $13,047,9282020Assets 2021: $14,970,975Liabilities 2021: $1,796,469Net Assets 2021: $13,174,5062021Assets 2022: $14,583,890Liabilities 2022: $908,229Net Assets 2022: $13,675,6612022Assets 2023: $13,960,971Liabilities 2023: $889,808Net Assets 2023: $13,071,1632023Assets 2024: $13,911,221Liabilities 2024: $922,771Net Assets 2024: $12,988,4502024

Highlighted filing

2014

Assets$20,297,055
Liabilities$4,983,721
Net Assets$15,313,334
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,750,6912010Expenses 2011: $5,214,4002011Revenue 2012: $11,045,669Expenses 2012: $5,722,254Net Income 2012: $5,323,4152012Expenses 2013: $5,774,9782013Revenue 2014: $6,975,823Expenses 2014: $7,100,034Net Income 2014: -$124,2112014Revenue 2015: $7,301,528Expenses 2015: $7,431,392Net Income 2015: -$129,8642015Revenue 2016: $6,662,099Expenses 2016: $7,568,344Net Income 2016: -$906,2452016Revenue 2017: $6,267,814Expenses 2017: $6,681,725Net Income 2017: -$413,9112017Revenue 2018: $6,409,669Expenses 2018: $6,770,939Net Income 2018: -$361,2702018Revenue 2019: $6,242,597Expenses 2019: $6,553,184Net Income 2019: -$310,5872019Revenue 2020: $6,654,642Expenses 2020: $6,798,171Net Income 2020: -$143,5292020Revenue 2021: $5,473,956Expenses 2021: $5,347,378Net Income 2021: $126,5782021Revenue 2022: $6,352,459Expenses 2022: $5,851,304Net Income 2022: $501,1552022Revenue 2023: $6,700,361Expenses 2023: $7,291,654Net Income 2023: -$591,2932023Revenue 2024: $7,730,431Expenses 2024: $7,813,144Net Income 2024: -$82,7132024

Highlighted filing

2014

Revenue$6,975,823
Expenses$7,100,034
Net Income-$124,211
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 17, 2015
Return Version
2013v4.0
Gross Receipts
$6,975,823
Mission and Program Overview

Mission

The Monarch School and Institute is globally recognized and dedicated to providing an innovative, therapeutic education for individuals with neurological differences in an environment that supports self-determination and empowerment in the greater community.

The Monarch Institute for Neurological Differences is dedicated to empowering individuals with neurological differences to move from dependence to interdependence and make more meaningful contributions in life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,883,517$15,108,811▲ $1,225,294
Pledges and Grants Receivable$3,900,670$3,101,164▼ $799,506
Cash and Non-Interest-Bearing Accounts$654,108$1,374,684▲ $720,576
Savings and Temporary Cash Investments$864,849$616,574▼ $248,275
Accounts Receivable$121,284$65,884▼ $55,400
Prepaid Expenses and Deferred Charges$27,623$29,938▲ $2,315
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$19,452,051$20,297,055▲ $845,004
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,949,516$3,420,000▲ $1,470,484
Deferred Revenue$743,093$1,247,562▲ $504,469
Other Liabilities$1,033,865--
Accounts Payable and Accrued Expenses$288,032$316,159▲ $28,127
Total Liabilities$4,014,506$4,983,721▲ $969,215
Net Assets / Fund Balance
Unrestricted Net Assets$6,230,789$14,783,885▲ $8,553,096
Temporarily Rstr Net Assets$9,155,656$474,166▼ $8,681,490
Permanently Rstr Net Assets$51,100$55,283▲ $4,183
Total Net Assets Fund Balance$15,437,545$15,313,334▼ $124,211
Total Liabilities and Net Assets / Fund Balance$19,452,051$20,297,055▲ $845,004

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,172,417$842,561$15,014,978
Leasehold Improvements$597,234$57,162$654,396
Equipment$339,160$217,715$556,875

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$51,232$4,000▲ $52-$55,284
2012$50,072$1,100▲ $60-$51,232
2011-$50,000▲ $72-$50,072
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon C DuvalDirector TherapistFT$200,342$14,680$215,022
Debrah Hall PhDPresidentFT$103,500$14,680$118,180

Board Members and Trustees

NameTitle
David MatthiesenChairman
Grier PattonTrustee
Kearney H MorganTrustee
Mark WertheimerTrustee
Vita P ComoTrustee
Glenda W DoleSecretary
Richard BartellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Mission ConstructionConstruction-$1,505,786
Tend BuildingConstruction-$142,900
Revenue and Support

Revenue Composition

Contributions and Grants
$989,973
Program Service Revenue
$5,985,354
Investment Income
$496
Other Revenue
$0
All Other Contributions
$989,973
Change in Net Assets
$-124,211

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,776,073
Revenue Not Reported on Financial Statements
$199,750
Other Revenue Adjustments
$199,750
Total Revenue per Audited Statements
$6,776,073
Total Revenue per Form 990
$6,975,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,059,640
Other Expenses$1,791,608
Total Fundraising Expense$252,326
Grants and Similar Amounts Paid$200,786
Professional Fundraising Fees$48,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,303,488$300,858$80,247$3,684,593
Other Employee Benefits$497,112$58,631$15,690$571,433
Occupancy$454,989$17,391$5,797$478,177
Depreciation Depletion$400,250$26,103$8,701$435,054
Current Officers, Directors, Trustees, and Key Employees$283,566$37,818$11,818$333,202
Payroll Taxes$280,870$27,680$7,636$316,186
Grants to Domestic Individuals$199,750--$199,750
Pension Plan Contributions$129,108$19,747$5,371$154,226
Office Expenses$100,624$50,675$1,622$152,921
Insurance$111,760$14,533$2,395$128,688
Interest$67,935$4,431$1,477$73,843
Fees for Services Professional Fundraising--$48,000$48,000
All Other Expenses$11,194$36,073$35$47,302
Other Expenses$36,676$1,706$569$38,951
Information Technology$12,460$8,103$8,939$29,502
Fees for Services Accounting-$20,602-$20,602
Fees for Services Other$1,748$114$38$1,900
Advertising--$1,378$1,378
Grants to Domestic Orgs$1,036--$1,036
Fees for Services Legal-$500-$500
Conferences and Meetings$90$10$55$155
Total Functional Expenses$6,147,259$700,449$252,326$7,100,034

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,100,034
Expenses per Audited Statements$6,900,284
Total Expenses per Audited Statements$6,900,284
Expenses Not Reported on Financial Statements$199,750
Other Expense Adjustments$199,750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$48,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
David MatthiesenBoard ChairFacility rentNo$57,600

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Head of School and Business Manager review the completed Form. A copy of the form 990 is provided to the Board prior to filing with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The interested party has a duty to disclose all material facts to the board, while the board shall determine whether a conflict of interest exists. If the board has reasonable cause to believe a member has failed to disclose an actual or possible conflict of interest, it shall inform the member of the basis for the belief and afford the member the opportunity to explain the alleged failure to disclose. If the board determines failure to disclose an actual conflict of interest, it will take appropriate disciplinary and corrective action.Rentals of school facilities reported on Schedule L were approved under these procedures. The monthly rent payments are below market and cover only mortgage, insurance and minimal repair costs.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board of Trustees evaluates comparable data such as independent surveys and other data, which include total revenues, number of employees, industry code, tax status, and other information, in determining compensation of such individuals. The compensation arrangement of the Head of School is approved by the Board annually independent of payee.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The Head of School determines all other employee salaries. Program Directors review teacher's salaries annually and award salary increases and bonuses based on performance and review.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Documents are provided upon request.”

Filing and Contact Details

Filer

EIN
76-0534389
Phone
7134790800

Signing Officer

Name
Debrah Hall PhD
Title
Head of School
Signed
2015-02-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debrah Hall PhD
Formed
1997
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
7
Employees
114
Volunteers
300

Preparer

Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: The Monarch Summer Program is designed to offer students the same individualized intervention that is offered in the regular term. Courses and experiences are available for students in the areas of self-awareness and self-regulation, executive functions, and academic competence. Additionally, it serves as a tremendous outreach for students and families who are unable to attend during the school year. Families come from around the world to allow their child to feel accepted, sometimes for the first time, in a therapeutic, educational setting.”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The endowment is intended to provide operating support to the school in perpetuity and, accordingly, is invested with a long-term horizon.”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Student Financial Aid $199750”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Student Financial Aid $199750”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm3Vita P Como
IRS990/Form990PartVIISectionAGrp/PersonNm4Kearney H Morgan
IRS990/Form990PartVIISectionAGrp/PersonNm5Grier Patton
IRS990/Form990PartVIISectionAGrp/PersonNm6Mark Wertheimer
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IRS990/Form990PartVIISectionAGrp/PersonNm8Sharon C Duval
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIR Therapist
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IRS990/MissionDesc0The Monarch School is dedicated to providing an innovative, therapeutic education for individuals with neurological differences.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Monarch Diagnostic Clinic provides diagnostic assessments, consultations and therapeutic support to schools, families and others in the community. Monarch offers a sliding scale for those who may have difficulty affording diagnostic and other assessment services. A qualified family could be eligible for a discount off the originally estimated costs. The Monarch Training Center empowers parents, teachers, administrators, and medical/mental health professionals with the skills and knowledge to transform the lives of students with special needs. The Life Academy's mission of 'learning the business of life' benefits Monarch students as well as the entire Houston community. Monarch Replication provides hands-on assistance with planning, launching and maintaining new schools like ours around the world.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0675939
IRS990/ProgSrvcAccomActy3Grp/Desc0The Transition Service experience is geared toward the achievement of Apprentice, Challenger and Voyager objectives within a residential setting to develop a realistic adult repertoire of personal and community competence skills. Psychological and life coaching support is provided through a Monarch School executive function schedule of classes and individual meetings, and in liaison with families and Monarch Transition Services faculty. Faculty describe students participating in this component of the Voyager program as benefiting from practice living in a small community, in order to develop the set of skills necessary to live apart from their parents or guardians. The Voyager program is directed toward success in settings beyond the Monarch day program. Individualized learning plans are developed and practiced to support ongoing academic growth, employability training, and transitional readiness. Students receive full support for entering into academic and vocational training programs, at Monarch and beyond the Monarch School setting. Approximately 24 students were enrolled in the Monarch Transition Services program.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,297,055
Liabilities
$4,983,721
Net assets
$15,313,334
Revenue
$6,975,823
Expenses
$7,100,034
Net income
-$124,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$0.92$13.0$7.73$7.81$0.08
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.89$13.1$6.70$7.29$0.59
2022Detailed filing. Detailed filing data is available for this year.$14.6$0.91$13.7$6.35$5.85$0.50
2021Detailed filing. Detailed filing data is available for this year.$15.0$1.80$13.2$5.47$5.35$0.13
2020Detailed filing. Detailed filing data is available for this year.$14.9$1.87$13.0$6.65$6.80$0.14
2019Detailed filing. Detailed filing data is available for this year.$14.8$1.63$13.2$6.24$6.55$0.31
2018Detailed filing. Detailed filing data is available for this year.$15.5$2.04$13.5$6.41$6.77$0.36
2017Detailed filing. Detailed filing data is available for this year.$16.5$2.63$13.9$6.27$6.68$0.41
2016Detailed filing. Detailed filing data is available for this year.$17.7$3.43$14.3$6.66$7.57$0.91
2015Detailed filing. Detailed filing data is available for this year.$19.2$3.97$15.2$7.30$7.43$0.13
2014Detailed filing. Detailed filing data is available for this year.$20.3$4.98$15.3$6.98$7.10$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$4.01$15.4$5.77
2012Summary only. Only limited summary data is available for this year.$14.0$1.54$12.4$11.0$5.72$5.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.33$2.23$7.10$5.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$2.41$5.66$4.75