Civic Intelligence

The Monarch School

EIN 76-0534389 • 501(c)3 • Houston, TX

View Organization Page

Profile

The Monarch School is dedicated to providing an innovative, therapeutic education for individuals with neurological differences.

2815 Rosefield DriveHouston, TX 77080

www.monarchschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.07x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.12x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

32nd percentile

-1.1%

Higher net margin than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$176,390

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

32nd percentile

-0.4%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

15%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$13,911,221

Down $49,750 (-0.4%) from 2023

Liabilities

Up

$922,771

Up $32,963 (+3.7%) from 2023

Net Assets

Down

$12,988,450

Down $82,713 (-0.6%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin32nd percentile

Revenue

Up

$7,730,431

Up $1,030,070 (+15%) from 2023

Expenses

Up

$7,813,144

Up $521,490 (+7.2%) from 2023

Net Income

Up

-$82,713

Up $508,580 (+86%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$13,911,221
Liabilities$922,771
Net Assets$12,988,450
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$7,730,431
Expenses$7,813,144
Net Income-$82,713
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,911,221
Liabilities
$922,771
Net assets
$12,988,450
Revenue
$7,730,431
Expenses
$7,813,144
Net income
-$82,713
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$7,873,150
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 empowers students to move from dependence to interdependence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,139,805$11,798,685▼ $341,120
Cash and Non-Interest-Bearing Accounts$1,258,075$954,930▼ $303,145
Accounts Receivable$85,200$379,128▲ $293,928
Pledges and Grants Receivable$28,875$320,000▲ $291,125
Savings and Temporary Cash Investments$265,246$264,758▼ $488
Prepaid Expenses and Deferred Charges$106,975$141,935▲ $34,960
Total Assets$13,960,971$13,911,221▼ $49,750
Other Assets Total$76,795$51,785▼ $25,010
Liabilities
Deferred Revenue$643,152$737,153▲ $94,001
Accounts Payable and Accrued Expenses$130,660$112,746▼ $17,914
Other Liabilities$72,325$52,920▼ $19,405
Mortgage Notes Payable Secured by Investment Property$43,671$19,952▼ $23,719
Total Liabilities$889,808$922,771▲ $32,963
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,013,452$12,610,896▼ $402,556
Net Assets With Donor Restrictions$57,711$377,554▲ $319,843
Total Net Assets Fund Balance$13,071,163$12,988,450▼ $82,713
Total Liabilities and Net Assets / Fund Balance$13,960,971$13,911,221▼ $49,750

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,683,474$4,149,108$15,832,582
Equipment$99,081$498,969$598,050
Leasehold Improvements$0$160,968$160,968
Other Land Buildings$16,130-$16,130

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$55,639-▲ $55-$55,694
2022$55,606-▲ $33-$55,639
2021$55,604-▲ $2-$55,606
2020$55,601-▲ $3-$55,604
2019$55,560-▲ $41-$55,601
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patti PaceHead of SchoolFT$162,743$13,647$176,390
Ginger CuellarCFOFT$96,514$14,323$110,837

Board Members and Trustees

NameTitle
Kris KindrickChairman
Claudia RuizDirector
David G MatthiesenDirector
Debi MishaelDirector
Laurie MarinoDirector
Sanjay LadDirector
Steven ProvenzanoDirector
Glenda W DoleSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,120,492
Program Service Revenue
$6,641,136
Investment Income
$30,400
Other Revenue
$-61,597
All Other Contributions
$794,338
Change in Net Assets
$-82,713

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table58$63,872Fair Market Value (FMV)
Total Noncash Contributions58$63,872-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,592,064
Revenue Not Reported on Financial Statements
$138,367
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$138,367
Total Revenue per Audited Statements
$7,592,064
Total Revenue per Form 990
$7,730,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,666,038
Other Expenses$2,008,739
Total Fundraising Expense$179,971
Grants and Similar Amounts Paid$138,367
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,998,182$355,421$69,231$4,422,834
Occupancy$527,343$55,573$9,512$592,428
Other Employee Benefits$502,559$45,671$10,256$558,486
Depreciation Depletion$330,238$37,527$7,505$375,270
Payroll Taxes$304,312$34,581$6,916$345,809
Current Officers, Directors, Trustees, and Key Employees$132,293$128,476$26,458$287,227
Fees for Services Other$99,292$99,970$2,238$201,500
Insurance$152,489$33,427$3,443$189,359
Grants to Domestic Individuals$138,367--$138,367
Office Expenses$74,912$30,568$24,216$129,696
Information Technology$55,142$39,049$1,110$95,301
Fees for Services Accounting-$56,985-$56,985
Pension Plan Contributions$48,767$2,455$460$51,682
Other Expenses$47,240$269$593$47,509
All Other Expenses$21,675$4,846-$26,521
Advertising--$16,476$16,476
Fees for Services Legal-$9,586-$9,586
Interest$385$44$9$438
Total Functional Expenses$6,670,323$962,850$179,971$7,813,144

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,813,144
Expenses per Audited Statements$7,674,777
Total Expenses per Audited Statements$7,674,777
Expenses Not Reported on Financial Statements$138,367
Other Expense Adjustments$138,367
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$142,719
Fundraising Gross Income$81,122
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$407,276$81,122$69,486$11,636
Total Events$407,276$81,122$142,719$-61,597
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
-DirectorFacility rentalNo$57,600
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating lease liabilities$52,920
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 35% controlled entity
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, Section B, line 11B

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

Form 990, Part VI, Section B, line 12C

“The interested party has a duty to disclose all material facts to the Board, and the Board determines 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 will 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, Section B, line 15

“The Board of Directors evaluates comparability data such as independent surveys and other data including total revenue, number of employees, industry code, tax status, and other information to determine officer compensation. The compensation arrangement of the Head of School is approved by the Board annually, independent of the payee. The Head of School approves all other employee salaries. The Head of School works with the CFO to set salary bands for job categories. Each individual is compensated within the band with adjustments for certifications, years of experience, higher level degrees and additional duties.”

Form 990, Part VI, Section C, line 19

“These documents are provided upon request.”

Filing and Contact Details

Filer

Filer Name
The Monarch School
EIN
76-0534389
Phone
7134790800
Address
2815 Rosefield Drive, Houston, TX 77080

Signing Officer

Name
Patti Pace
Title
Head of School
Phone
7134790800
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patti Pace
Formed
1997
Legal Domicile
TX
Voting Board Members
8
Independent Board Members
7
Employees
149
Volunteers
25

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Susanna Blackmon
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“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 Adjustments:

“Financial aid 138,367.”

Part XII, Line 4B - Other Adjustments:

“Financial aid 138,367.”

Raw XML AppendixShowing 400 of 601 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.

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IRS990/Desc0The Monarch School utilizes a unique therapeutic approach with Four Core Goals (TM) and sequential, developmental objectives in the areas of self-regulation and self-awareness, executive functions, relationship development, and academic and professional competencies. We offer safe environments where students can experience developmentally appropriate practices designed to help them progress in four different programs: Chrysalis, Bridge, Butterfly, and Transition Services. All programs are supported by therapy services and the diagnostic clinic. In these programs, students are supported from the preschool through the young adult stage of life. The educational approach is holistic, being both therapeutic and academic. Enrollment for the 2023-2024 year was approximately 133 students.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Glenda W Dole
IRS990/Form990PartVIISectionAGrp/PersonNm2Sanjay Lad
IRS990/Form990PartVIISectionAGrp/PersonNm3Laurie Marino
IRS990/Form990PartVIISectionAGrp/PersonNm4David G Matthiesen
IRS990/Form990PartVIISectionAGrp/PersonNm5Debi Mishael
IRS990/Form990PartVIISectionAGrp/PersonNm6Steven Provenzano
IRS990/Form990PartVIISectionAGrp/PersonNm7Claudia Ruiz
IRS990/Form990PartVIISectionAGrp/PersonNm8Patti Pace
IRS990/Form990PartVIISectionAGrp/PersonNm9Ginger Cuellar
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IRS990/MissionDesc0The 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.
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IRS990/ProgSrvcAccomActy2Grp/Desc0The Residential program provides social and emotional support, healthy lifestyles, physical movement, robust social opportunities, medication oversight, personal hygiene support, and meal planning which includes healthy choices, regular trips to the grocery store, and some transportation. Our Residential Program includes houses and apartments for young adults who benefit from assistance making the transition to greater independence. Enrollment for the 2023-2024 school year was approximately 12 students.
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